免責聲明 | 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因 | 公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 | | --- | --- | | | 股票發行人現金股息（可選擇貨幣）公告 | | 發行人名稱 | 華潤燃氣控股有限公司 | | 股份代號 | 01193 | | 多櫃檯股份代號及貨幣 | 不適用 | | 相關股份代號及名稱 | 不適用 | | 公告標題 | 截至二零二五年六月三十日止六個月之中期股息 | | 公告日期 | 2025年8月28日 | | 公告狀態 | 新公告 | | 股息信息 | | | 股息類型 | 中期（半年期） | | 股息性質 | 普通股息 | | 財政年末 | 2025年12月31日 | | 宣派股息的報告期末 | 2025年6月30日 | | 宣派股息 | 每 股 0.3 HKD | | 股東批准日期 | 不適用 | | 香港過戶登記處相關信息 | | | 派息金額及公司預設派發貨幣 | 每 股 0.3 HKD | | 匯率 | 1 HKD : 1 HKD | ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 （於百慕達註冊成立之有限公司） （股份代號：1193） 截至二零二五年六月三十日止六個月的中期業績 華潤燃氣錄得中期主要業績指標如下： 二零二五年 二零二四年 上半年 上半年 增加╱（減少） 營收（百萬港元） 49,785 52,076 (4.4%) 本公司擁有人應佔溢利（百萬港元） 2,403 3,457 (30.5%) 每股基本盈利（港元） 1.05 1.52 (30.9%) 燃氣總銷量（百萬立方米） 20,755 20,901 (0.7%) 累計已接駁客戶總數（百萬） 61.37 58.84 4.3% 華潤燃氣控股有限公司（「本公司」或「華潤燃氣」）董事（「董事」）會（「董事會」）欣 然宣佈本公司及其附屬公司（「本集團」）截至二零二五年六月三十日止六個月（「期 間」）的未經審核綜合業績連同二零二四年的比較數字如下： 1 綜合損益及其他綜合收益表 截至二零二五年六月三十日止六個月 | | | 截至六 ...

Core Viewpoint - The 11th China Smart Gas Development Forum emphasizes the integration of resilience construction and industrial collaboration, focusing on the digital empowerment of the gas system to enhance safety and reliability in the gas industry [1][9]. Group 1: Forum Overview - The forum was held in Zhengzhou, Henan, with nearly 500 representatives from gas industry authorities, experts, and business leaders participating [1][3]. - The theme of the forum was "Resilience Construction × Industrial Collaboration: Digital Empowerment of the New Paradigm of Gas Systems," aligning with the central urban work conference's spirit [1][9]. Group 2: Key Presentations and Insights - Zhang Hongmei, Deputy Director of the Ministry of Housing and Urban-Rural Development, highlighted the importance of safety and the integration of data, technology, and scenarios in the gas industry [9]. - Liu Heping, President of the China Urban Gas Association, emphasized the need for high-quality development in the gas sector, balancing opportunities and challenges [10]. - The forum featured discussions on the digital transformation of the gas industry, with a focus on practical needs, demonstration leadership, and continuous innovation [9][10]. Group 3: Technological Innovations - The forum showcased advancements in smart gas technologies, including the use of micro-nano sensors for environmental perception and decision-making in gas management [12][13]. - A report on the smart management platform for gas pipeline corrosion was presented, demonstrating real-time data collection and risk assessment capabilities [13]. Group 4: Industry Development and Future Directions - The forum discussed the construction of a resilient gas ecosystem, integrating digital technologies to enhance supply and service adaptability [14]. - The focus on digital transformation in safety management was highlighted, with companies like China Resources Gas leading initiatives to improve operational safety through technology [15]. - The event also featured a roundtable discussion on enhancing user service experience and safety through technological innovation [16]. Group 5: Exhibition and Participation - The forum included the "China Intelligent Manufacturing · Gas Digital Experience Exhibition," showcasing over 20 companies presenting the latest smart gas products and solutions [17].

Investment Rating - The report provides a positive investment outlook for the electricity and natural gas sectors, recommending specific companies for investment based on their performance and market conditions [4][16]. Core Insights - In July, the national electricity consumption exceeded 1 trillion kWh for the first time, reaching 10,226 billion kWh, a year-on-year increase of 8.6% [4][7]. - The increase in electricity consumption was primarily driven by urban and rural residents, contributing 38% to the total growth, with significant contributions from the secondary and tertiary industries as well [8][9]. - The report highlights the impact of high temperatures on electricity demand, noting that July was the hottest month since 1961, which significantly boosted residential electricity usage [8][9]. - Natural gas prices in Europe have rebounded due to geopolitical tensions, while prices in Asia and the US have decreased, indicating a mixed market environment [16][20]. - The report emphasizes the potential for improved profitability in the biomass energy sector following the introduction of new methodologies for carbon emissions reduction [4][16]. Summary by Sections Electricity - July's total electricity consumption reached 10,226 billion kWh, marking a historic milestone with an 8.6% year-on-year growth [4][7]. - The first, second, and third industries, along with urban and rural residents, contributed to the overall electricity consumption growth, with the second industry showing a recovery in electricity usage [8][9]. - Recommendations include investing in hydropower, green energy, nuclear power, and thermal power companies such as Guodian Power and Huaneng International [14][15]. Natural Gas - The report notes a stable supply-demand balance in the natural gas market, with US prices dropping to $2.76/mmBtu, while European prices have seen fluctuations due to geopolitical risks [16][20]. - Recommendations for investment include companies in the city gas sector and integrated natural gas traders, highlighting firms like Kunlun Energy and New Hope Energy [41][42]. Environmental Sector - The introduction of new methodologies for biomass energy projects is expected to enhance profitability, with a focus on companies like Evergreen Group and China Everbright [4][16]. Market Performance - The report reviews market performance from August 18 to August 22, indicating that the gas, public utility, electricity, and environmental sectors underperformed compared to the Shanghai and Shenzhen 300 index [43][44].

Investment Rating - The report maintains a positive outlook on the electricity and gas sectors, indicating a favorable investment environment [5]. Core Insights - In July, the national electricity consumption exceeded 1 trillion kWh for the first time, reaching 10,226 billion kWh, a year-on-year increase of 8.6% [10][11]. - The increase in electricity consumption was primarily driven by urban and rural residents, contributing 38% to the total growth, while the secondary and tertiary industries contributed 33% and 25%, respectively [11]. - The report highlights the impact of high temperatures in July, which were 1.3°C above the historical average, leading to increased electricity demand from residential sectors [11]. - In the gas sector, European gas prices have rebounded due to geopolitical tensions, while Asian and US gas prices have declined [19][30]. - The report suggests that the gas supply-demand balance remains loose, with US gas production at historical highs, contributing to lower prices [22][23]. Summary by Sections 1. Electricity: July National Electricity Consumption Exceeds 1 Trillion kWh - The national electricity consumption reached 10,226 billion kWh in July, marking a historic milestone [10]. - The first industry saw a 20.2% increase in electricity consumption, while the second and third industries grew by 4.7% and 10.7%, respectively [12]. - Cumulative electricity consumption from January to July was 58,633 billion kWh, a 4.5% year-on-year increase [14]. 2. Gas: Gas Supply-Demand Remains Loose, Geopolitical Tensions Affect European Gas Prices - As of August 22, the Henry Hub spot price in the US was $2.76/mmBtu, a weekly decrease of 7.19% [19]. - The TTF spot price in Europe rose to €33.10/MWh, reflecting an 8.17% increase due to geopolitical tensions [20]. - The report notes that European gas inventories are significantly lower than last year and the five-year average, raising concerns about supply stability [30]. 3. Weekly Market Review - The report indicates that the gas, public utilities, electricity, and environmental sectors underperformed relative to the CSI 300 index during the period from August 18 to August 22 [47]. 4. Company and Industry Dynamics - The report mentions the release of a notice regarding the bidding arrangement for new energy projects in Gansu Province, indicating ongoing developments in the renewable energy sector [54]. - Key announcements from companies such as Guodian Power and Kunlun Energy highlight their financial performance and strategic initiatives [55][58]. 5. Key Company Valuation Table - The report includes a valuation table for key companies in the public utility sector, indicating buy ratings for several firms, including China Nuclear Power and Huaneng International [59].

Core Viewpoint - China Resources Gas (01193.HK) announced that Chongqing Gas (600917.SH) achieved an operating revenue of 5.224 billion yuan in the first half of 2025, representing a year-on-year growth of 5.10% [1] - However, the net profit attributable to shareholders of Chongqing Gas was 105 million yuan, showing a year-on-year decline of 28.90% [1] - The net profit attributable to shareholders after excluding non-recurring gains and losses was 97.5424 million yuan, also down by 28.75% year-on-year [1] - The basic earnings per share stood at 0.068 yuan [1] Summary by Category Financial Performance - Operating revenue for the first half of 2025 reached 5.224 billion yuan, up 5.10% year-on-year [1] - Net profit attributable to shareholders decreased to 105 million yuan, down 28.90% year-on-year [1] - Net profit after excluding non-recurring items was 97.5424 million yuan, a decline of 28.75% year-on-year [1] - Basic earnings per share reported at 0.068 yuan [1]

Core Viewpoint - China Resources Gas (01193) announced the mid-year performance of Chongqing Gas (600917) for 2025, showing a mixed financial outcome with revenue growth but a decline in net profit [1] Financial Performance - Total operating revenue reached approximately 5.224 billion yuan, reflecting a year-on-year increase of 5.1% [1] - Net profit attributable to shareholders was about 105 million yuan, representing a year-on-year decrease of 28.9% [1] - Basic earnings per share stood at 0.068 yuan, with a cash dividend distribution of 0.11 yuan per 10 shares (tax included) [1]

智通财经APP讯，华润燃气(01193)公布重庆燃气(600917.SH)2025年中期业绩，营业总收入约52.24亿 元，同比增长5.1%;上市公司股东应占净利润约1.05亿元，同比减少28.9%;每股基本盈利0.068元，每10 股分配现金股息0.11 元(含税)。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因依 賴該等內容而引致的任何損失承擔任何責任。 （於百慕達註冊成立之有限公司） （股份代號：1193） 公告 重慶燃氣 截至2025年6月30日止六個月的未經審核中期財務業績 於2025年8月22日，重慶燃氣公佈其截至2025年6月30日止六個月的半年度財 務報告。 重慶燃氣集團股份有限公司（「重慶燃氣」）為一家於中華人民共和國註冊成立的公 司。重慶燃氣的股份於上海證券交易所上市。截至本公告日期，重慶燃氣由華潤 燃氣控股有限公司（「本公司」，連同其附屬公司合稱為「本集團」）間接持有39.43% 的權益，並為本公司的附屬公司。 | | 截至2025年6月30日 | 截至2024年12月31日 | 增加╱減少 | | --- | --- | --- | --- | | | （人民幣） | （人民幣） | (%) | | | （未經審核） | （經審核） | | | 總資產 | 10,949,579,655.14 | 11,075,141,000.44 | ...

Core Insights - The 2024 total electricity investment in China is projected to reach 181.78 billion yuan, with a year-on-year growth of 13.9%, although the growth rate has slowed by 10.8 percentage points compared to the previous year [2] - The investment structure shows a ratio of approximately 2:1 between power generation and grid investments, with wind and solar energy accounting for 63.2% of the power generation sector [1] Investment Trends - Grid investment is expected to hit a record high of 60.84 billion yuan in 2024, marking a year-on-year increase of 15.3%, and for the first time surpassing 60 billion yuan [2] - Thermal power investment is experiencing a resurgence, projected at 18.79 billion yuan in 2024, reflecting a significant year-on-year growth of 38.0% [2] - Hydropower investment is anticipated to reach 11.54 billion yuan in 2024, with a year-on-year increase of 12.2%, driven by new projects coming online [2] - Nuclear power investment is forecasted to be 14.19 billion yuan in 2024, showing a robust year-on-year growth of 41.6% [2] Renewable Energy Developments - Wind power investment is set to recover, reaching 31.63 billion yuan in 2024, with a year-on-year growth of 10.9% [3] - Solar power investment remains the highest at 44.78 billion yuan in 2024, but growth is limited to only 1.9% due to challenges in distributed solar energy [3] - New energy storage capacity is expected to grow significantly, with an estimated investment of around 140 billion yuan in 2024, despite a projected slowdown in growth due to policy changes [3] Regional Insights - In the southern five provinces, new energy generation capacity is expected to add 59.17 million kilowatts in 2024, accounting for 73.9% of the total new power generation capacity [4] - By the end of 2024, the cumulative installed capacity of new energy in these provinces is projected to exceed 190 million kilowatts, reflecting a year-on-year growth of 44.7% [4] - The Guangdong-Hong Kong-Macao Greater Bay Area is expected to reach a total new energy installed capacity of 18.68 million kilowatts in 2024, indicating a gradual increase in green energy integration [4]