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“龙”字“妖股”炒作熄火!重要突破,可燃冰概念股异动
Zheng Quan Shi Bao Wang·2025-08-21 11:17

Core Viewpoint - The news highlights a significant breakthrough in the field of combustible ice, with advancements in methane direct catalytic conversion technology, which could lead to efficient utilization of natural gas hydrate resources in China's South China Sea [7][8]. Group 1: Market Performance - The combustible ice concept index rose by 1.44%, with key stocks like ShenKai Co., Ltd. (002278) hitting the daily limit up, while others such as XinJin Power (300157) and Shandong Molong (002490) also saw gains [5]. - Major stocks related to combustible ice, including China National Petroleum Corporation and China Petroleum & Chemical Corporation, have market capitalizations exceeding 100 billion yuan, with China National Petroleum leading at approximately 1562.183 billion yuan [9]. - The stock price of Wolong Electric Drive (600580) fell by 10% after a period of significant gains, indicating volatility in the market [1]. Group 2: Technological Advancements - A research team from Hainan University has developed a new catalytic system that achieves nearly 100% selectivity in converting gaseous methane into liquid methanol, providing a core technology solution for the efficient utilization of natural gas hydrate resources [7]. - The breakthrough is expected to facilitate the commercial development of combustible ice in China by around 2030, aligning with the country's dual carbon goals [8]. Group 3: Financial Performance - Among the companies involved in the combustible ice sector, ShenKai Co. and China Heavy Industry are projected to see significant profit increases, with net profit growth estimates of 183% and 181.09% respectively [10]. - China Petroleum & Chemical Corporation is expected to report a net profit of approximately 20.1 billion to 21.6 billion yuan, reflecting a year-on-year decrease of 39.5% to 43.7% [9].