Opening up the natural gas industry chain to social capital and welcoming the golden age of LNG equipment industry
Release time ：
2015-07-07
The acceleration of LNG project construction will undoubtedly drive the demand for downstream equipment market.
The acceleration of LNG project construction will undoubtedly drive the demand for downstream equipment market.
According to the Shanghai Securities News, on May 21st, the National Development and Reform Commission announced the first batch of 80 demonstration projects that encourage social capital participation. There are a total of 10 projects involving oil and gas pipeline networks and storage facilities. In addition to pipeline projects such as the middle section of the West East Gas Pipeline 3 and the Shaanxi Beijing Fourth Line, LNG related receiving stations and peak shaving stations are also included. At present, in China's natural gas import pattern, LNG transported by sea and pipeline gas transported on land each account for half. It is worth noting that according to the Russian News Network on the 20th, PetroChina has signed an annual LNG contract with Russian natural gas producers for the supply of 3 million tons. The institution expects that with the increase in downstream demand and LNG imports, orders for equipment such as LNG storage tanks and gas cylinders are expected to continue to improve.
For the oil and gas industry, both pipeline network and LNG construction projects are equally important. PetroChina and Sinopec have respectively launched projects such as Shenzhen Diefu North LNG Peak shaving Station and Tianjin LNG Receiving Station. Due to the high profit margin of domestic LNG projects, oil giants have increased their layout. In 2014, multiple domestic LNG projects are planned to be put into operation, with a total annual production capacity increasing to 20 billion cubic meters. The acceleration of LNG project construction will undoubtedly drive the demand for downstream equipment market.
From the perspective of China's natural gas market operation, due to the gradual streamlining of the gas price mechanism, the pipeline gas imported by PetroChina is generally in a loss or meager profit state. However, companies such as CNOOC are generally at a profit level by signing long-term LNG purchase contracts with Indonesia and Australia. CNOOC has signed an Indonesian procurement contract for Fujian LNG terminal, with a term of up to 25 years. At the same time, from the perspective of the degree of protection of imported gas sources, importing LNG from multiple countries helps to diversify the risk of concentration of imported gas source countries.
In terms of the company, Sinoma Technology mainly engages in wind turbine blades. At the same time, actively layout the field of natural gas cylinders for vehicles, with a production capacity of 10000 LNG gas cylinders for vehicles, and an additional 30000 projects under construction. Yishida specializes in waste heat power generation equipment and has entered the gas sales and LNG industry chain. The company recently announced that it will increase its capital to control Hainan Yaxi and expand its LNG refueling stations, oil to gas, and other markets. Furuite mainly engages in LNG application equipment and has a complete industrial chain of automotive LNG cylinders, storage tank equipment, and other related equipment. In 2013, the sales of LNG vehicle bottles were 45000 sets, and approximately 200 sets were sold at LNG refueling stations.
At present, A-share listed companies in the domestic LNG industry chain include front-end oil and gas extraction equipment manufacturers, intermediate pipeline transportation and storage equipment manufacturers, and terminal gas station operators. Among them, the front-end listed companies include Jerry Group, Furui Tezhuang, Hengtai Aipu, etc. Among them are Jiuli Tecai and Guangzheng Group, while the back-end companies include Jinhong Energy, Shengli Group, etc.
According to the Shanghai Securities News, on May 21st, the National Development and Reform Commission announced the first batch of 80 demonstration projects that encourage social capital participation. There are a total of 10 projects involving oil and gas pipeline networks and storage facilities. In addition to pipeline projects such as the middle section of the West East Gas Pipeline 3 and the Shaanxi Beijing Fourth Line, LNG related receiving stations and peak shaving stations are also included. At present, in China's natural gas import pattern, LNG transported by sea and pipeline gas transported on land each account for half. It is worth noting that according to the Russian News Network on the 20th, PetroChina has signed an annual LNG contract with Russian natural gas producers for the supply of 3 million tons. The institution expects that with the increase in downstream demand and LNG imports, orders for equipment such as LNG storage tanks and gas cylinders are expected to continue to improve.
For the oil and gas industry, both pipeline network and LNG construction projects are equally important. PetroChina and Sinopec have respectively launched projects such as Shenzhen Diefu North LNG Peak shaving Station and Tianjin LNG Receiving Station. Due to the high profit margin of domestic LNG projects, oil giants have increased their layout. In 2014, multiple domestic LNG projects are planned to be put into operation, with a total annual production capacity increasing to 20 billion cubic meters. The acceleration of LNG project construction will undoubtedly drive the demand for downstream equipment market.
From the perspective of China's natural gas market operation, due to the gradual streamlining of the gas price mechanism, the pipeline gas imported by PetroChina is generally in a loss or meager profit state. However, companies such as CNOOC are generally at a profit level by signing long-term LNG purchase contracts with Indonesia and Australia. CNOOC has signed an Indonesian procurement contract for Fujian LNG terminal, with a term of up to 25 years. At the same time, from the perspective of the degree of protection of imported gas sources, importing LNG from multiple countries helps to diversify the risk of concentration of imported gas source countries.
In terms of the company, Sinoma Technology mainly engages in wind turbine blades. At the same time, actively layout the field of natural gas cylinders for vehicles, with a production capacity of 10000 LNG gas cylinders for vehicles, and an additional 30000 projects under construction. Yishida specializes in waste heat power generation equipment and has entered the gas sales and LNG industry chain. The company recently announced that it will increase its capital to control Hainan Yaxi and expand its LNG refueling stations, oil to gas, and other markets. Furuite mainly engages in LNG application equipment and has a complete industrial chain of automotive LNG cylinders, storage tank equipment, and other related equipment. In 2013, the sales of LNG vehicle bottles were 45000 sets, and approximately 200 sets were sold at LNG refueling stations.
At present, A-share listed companies in the domestic LNG industry chain include front-end oil and gas extraction equipment manufacturers, intermediate pipeline transportation and storage equipment manufacturers, and terminal gas station operators. Among them, the front-end listed companies include Jerry Group, Furui Tezhuang, Hengtai Aipu, etc. Among them are Jiuli Tecai and Guangzheng Group, while the back-end companies include Jinhong Energy, Shengli Group, etc.