What aspects of the company to analyze when buying energy stocks

Not to mention the common part, the special part of the industry is as follows:

1. Whether energy resources have a monopoly or not, coal does not have.

2. Can it be regenerated? How much does it cost? Impact on profits.

3. Does the state supervise? The state does not have the right to raise prices.

4. Different types of energy have different cost compositions, and the key is whether there is room for cost reduction. For example, the scale effect of wind energy.

5. The substitutability, safety and durability of energy technology, and the threshold for strong substitution is low;

6. The environmental cost of energy should be low, the production process should be simple, and the equipment update cycle should be long.

The company's development prospects are the most important.

Energy concept stocks are:

1. COSCO SHIPPING Energy (600026): COSCO SHIPPING Energy is a leader in China's LNG transportation business and an important participant in the world's LNG transportation market.

2. Huachangda (300278): Although the country has further intensified economic restructuring and transformation and upgrading, the rate of economic growth has been reduced.

3. China Shenhua (601088): The company is the world's leading coal-based integrated energy company, and is the largest coal production enterprise and sales enterprise in China, which is expected to benefit.

4. Meichen Ecology (300237): The company's vibration damping system products and fluid system products can be applied to new energy vehicles, and the company currently supplies new energy vehicles produced by Chery New Energy, SAIC Maxus, Great Wall Motor, BYD Automobile, Geely Automobile, Changan Automobile, Dongfeng Liuqi Passenger Vehicle, etc.

5. Benxi steel plate (000761).

Extended information: ** (stock) is part of the ownership of the joint-stock company, and it is also a certificate of ownership issued by the joint-stock company to each owner as a shareholding certificate for the purpose of raising funds and a valuable ** to obtain dividends and bonuses. **It is a long-term credit instrument in the capital market, which can be transferred, bought and sold, and shareholders can share the company's profits with it, but also bear the risk caused by the company's operating errors. Each share** represents a shareholder's ownership of a basic unit of the business.

Every public company will issue a **.

Each copy of the same category** represents equal ownership of the company. The size of the ownership share of the company owned by each owner depends on the proportion of the number of shares held by the owner in the total share capital of the company.

** It is a component of the capital of a joint-stock company, which can be transferred, bought and sold, and is the main long-term credit instrument in the capital market, but the company cannot be required to return its capital contribution.

** It is a certificate that the owners (i.e. shareholders) of a joint-stock enterprise (listed and unlisted) own the company's assets and interests. The listed ** is called tradable shares, which can be freely traded on the ** exchange (i.e., the secondary market). Unlisted shares are not traded on the exchange, so they cannot be freely traded, and are called unlisted tradable shares.

This ownership is a comprehensive right, such as participation in shareholders' meetings, voting criteria, participation in major decisions of the company, receipt of dividends or sharing of dividends, etc., but also the risk of operating errors of the company is shared.

** is a valuable **, is a share certificate issued by a joint-stock company to investors when raising capital, representing the ownership of its holders (i.e. shareholders) to the joint-stock company. ** is the abbreviation of share certificate, which is a kind of value issued by a joint-stock company to shareholders as a shareholding certificate in order to raise funds and obtain dividends and bonuses. Each share** represents a shareholder's ownership of a basic unit of the business.

**It is a component of the capital of a joint-stock company, which can be transferred, bought and sold or pledged for a value, and is the main long-term credit instrument in the capital market.

Energy ** includes China Shenhua, PetroChina, Shaanxi Coal, CNOOC, Sinopec, Shanmei International, China Coal Energy, Jizhong Energy, Sichuan Investment Energy, etc. Among them, the full name of China Shenhua is China Shenhua Energy Co., Ltd., which is a comprehensive energy company, which is a leading stock, and the company's main business is the production and sales of coal, railway and port transportation of coal and other related materials, as well as the production and sales of electricity.

PetroChina: The full name of PetroChina is China National Petroleum Corporation, and it is imported as a leading stock. It is an important state-owned backbone enterprise, and is a comprehensive international energy company with oil and gas business, engineering and technical services, petroleum engineering construction, petroleum equipment manufacturing, financial services, and new energy development as its main business.

Sinopec: Sinopec, whose full name is China Petroleum & Chemical Co., Ltd., is a subsidiary of China Petroleum & Chemical Corporation, which is a wholly owned subsidiary of the state. It is one of the largest integrated energy and chemical companies in China, mainly engaged in oil and gas exploration and development, exploitation, pipeline transportation, sales, etc.

China Coal Energy: The full name of China Coal Energy Co., Ltd. is a large-scale energy enterprise integrating coal production and coal mining, coal chemical industry, coal mining equipment manufacturing, pithead power generation, coal mine design and other related engineering and technical services.

Energy faucets** have:

1. Sinopec: Sinopec is one of the largest integrated energy and chemical companies in China, mainly engaged in oil and gas exploration and exploitation, pipeline transportation and sales; petroleum refining, petrochemical, coal chemical, chemical fiber and other chemical products production, sales, storage and transportation; import and export of petroleum, natural gas, petroleum products, petrochemical and other chemical products and other commodities and technologies, import and export business; Research, development and application of technology and information.

2. China Shenhua: The Group's development strategy is to "build a world-class clean energy company".

3. Shaanxi Coal Industry: Give full play to the geographical location of Shaanxi and the competitive advantages of the coal industry, optimize the competitiveness structure of the coal industry, and strive to make the company become a world-class energy enterprise.

4. PetroChina: The company is the largest oil and gas producer and seller in China's oil and gas industry, one of the companies with the largest sales revenue in China, and one of the largest oil companies in the world. In the 2006 Global Energy Top 250 announced by Platts, an authoritative organization in the global energy field, the company ranked sixth, ranking first in the Asia-Pacific region for five consecutive years.

Other energy concept stocks are:

5. Guangju Energy: Shenzhen Guangju Energy Co., Ltd. is a comprehensive state-owned holding listed company integrating oil, liquid chemical storage and transportation, hazardous chemical storage and transportation, liquefied petroleum gas operation, power investment and real estate management, and belongs to a class of enterprises in Shenzhen with a registered capital of 100 million yuan.

6. International industry: the company has complete business qualifications in the operation of petroleum and petrochemical products, including hazardous chemicals storage, wholesale, retail and railway transportation, fuel oil, heavy oil and other import qualifications, refined oil, coke, coal and other export franchise qualifications; It has its own railway special transportation line, oil tank storage base, and complete transportation facilities, and has the advantages of rich product and service lines; The company has been engaged in the energy business in Central Asia for a long time, has accumulated rich experience in international energy, has a certain customer base, and has formed a strong competitive advantage in the same industry in the region.

7. Shengli shares: In 2017, the release of consumer demand for projects such as "coal to gas", as well as the country's increasingly strict supervision of environmental protection, is conducive to the promotion of clean energy such as natural gas, especially the rapid development of natural gas power generation, industry and other fields, in 2017, natural gas consumption and import data are showing a significant growth trend, the natural gas market is picking up rapidly, and the company is optimistic about the future prospects and development trends of the natural gas industry.

Summary. Pro, new energy is the product of scientific and technological development, has high requirements for scientific and technological capabilities, is a kind of clean energy different from traditional sources such as oil, the harm to the environment is relatively small. 1. Solar energy type:

Tianwei Baobian (600550), Little Swan (000418), Minjiang Hydropower (600131), Shengyi Technology (600183), Veken Essence (600152), Antai Technology (000969), Great Wall Electrician (600192), Leshan Electric Power (600644), East China Technology (000727), etc.; 2. Wind energy type: Jinshan shares (600396), Xiangdian shares (600416), Guangdong Electric Power A (000539), etc.: 3. Ethanol gasoline type:

Fengyuanhua (000930), Guangdong Ganhua (000576), Huazi Industry (600191), etc.: 4. Hydrogen energy type: Tongji Technology (600846), Zhongju High-tech (600872), Chunlan (600854), etc.

Pro, new energy is the product of scientific and technological development, has high requirements for scientific and technological capabilities, is a kind of clean energy different from traditional sources such as oil, the harm to the environment is relatively small. 1. Solar energy type: Tianwei Baobian (600550), Little Swan (000418), Minjiang Hydropower (600131), Shengyi Technology (600183), Veken Essence (600152), Antai Technology (000969), Great Wall Electric (600192), Leshan Electric Power (600644), East China Science and Technology (000727), etc.; 2. Wind energy type:

Jinshan shares (600396), Xiangdian shares (600416), Guangdong Electric Power A (000539), etc.: 3. Ethanol gasoline type: Fengyuanhua (000930), Guangdong Ganhua (000576), Huazi Industrial (600191), etc.:

4. Hydrogen energy type: Tongji Technology (600846), Zhongju High-tech (600872), Chunlan (600854), etc.

Pro, new energy is one of the most important things, mainly referring to solar energy, wind energy, hydrogen energy, nuclear energy, lithium batteries and other fields. New energy is very important, and in terms of the world, the new energy strategy has basically taken shape. The remaining question is how to develop new energy, and what we want to discuss is the issue of investing in new energy in the capital market.

New energy: also known as unconventional energy. It refers to various forms of energy in addition to traditional energy sources.

It refers to the energy resources that have just begun to be developed and utilized or are being actively researched and to be promoted, such as solar energy, geothermal energy, wind energy, marine energy, biomass energy and nuclear fusion energy. A-share listed companies with new energy concepts such as solar energy, wind energy, biomass energy, and fuel cells are members of the sector.

Specifically, the following are: 1. LONGi: (601012); 2. Dongfang Electric:

600875)；3. Three Gorges Energy: (600905); 4. CATL and so on. These** performed better in the energy sector.

1. LONGi: (601012).LONGi Green Energy Technology Co., Ltd. is mainly engaged in the R&D, production and sales of monocrystalline silicon rods, silicon wafers, cells and modules, providing products and system solutions for the development of photovoltaic centralized ground power stations and distributed rooftops. The company's main products are solar modules and cells, silicon wafers and silicon rods, power station construction and services, and electric power.

The company is the world's largest monocrystalline photovoltaic product manufacturing enterprise integrating R&D, production, sales and service, and has always adhered to the core of enhancing customer value, and enhanced the company's market competitiveness through technological innovation, and a number of core technologies and products are in the leading position in the industry. 2. Dongfang Electric: (600875).Dongfang Electric Co., Ltd.'s main business is the development, design, manufacture and sales of advanced hydropower, thermal power, nuclear power, wind power, gas power, solar energy and other complete sets of power generation equipment, as well as providing engineering contracting and services to global energy operators and other related businesses.

The company's main products include 1 million kilowatt hydro turbine generator units, 1.35 million kilowatt ultra-supercritical thermal power units, 1.75 million kilowatt nuclear power units, heavy-duty gas turbine equipment, direct drive and doubly-fed wind turbines, and high-efficiency solar power station equipment. 3. Three Gorges Energy: (600905); China Three Gorges New Energy (Group) Co., Ltd.'s main business is the development, investment and operation of wind and solar energy.

The main products are offshore wind power, onshore wind power, and photovoltaic power generation. At present, Three Gorges New Energy's business has covered 30 provinces, autonomous regions and municipalities directly under the central government, and its installed capacity and profitability have ranked among the first echelon of domestic new energy enterprises. 4. CATLThe main business of CATL New Energy Technology Co., Ltd. is to focus on the R&D, production and sales of power battery systems and energy storage systems for new energy vehicles, and is committed to providing first-class solutions for global new energy applications.

The main products include power battery systems, energy storage systems, and lithium battery materials. 5. Tongwei sharesThe leading domestic silicon material, one of the three major feed producers in China and the world's largest aquatic feed producer, won the "2019 Heterogeneous Cell Industrialization Promotion Leading Enterprise Award" at the 4th Photovoltaic Test Network Heterojunction Forum. 6. EVE Lithium EnergyChina's largest lithium primary battery manufacturer, the industry's leading lithium primary battery, lithium ion battery manufacturer, lithium battery manufacturer who has mastered the core technology of lithium battery, has the industry's first-class manufacturing technology, and is in a leading position in the global market.