智通财经APP讯，天伦燃气(01600)公布，将于2025年11月28日派发中期股息每股5港仙。 ...

| 代扣所得稅信息 | | | --- | --- | | 股息所涉及的代扣所得稅 | 不適用 | | 發行人所發行上市權證/可轉換債券的相關信息 | | | 發行人所發行上市權證/可轉換債券 | 不適用 | | 其他信息 | | | 其他信息 | 不適用 | | 發行人董事 | | | 於本公告日期，執行董事為冼振源先生（主席兼行政總裁）、李濤女士、肖輝先生及張百萱女士；非執行董事為陳虹女士及張道 | | EF001 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公告 | | | 發行人名稱 | 天倫燃氣控股有限公司 | | 股份代號 | 01600 | | 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 | (更新)截至2025年6月30日止六個月之中期股息 | | 公告日期 | 2025年11月12日 | | 公告狀態 | 更新公告 ...

Group 1 - The phosphoric chemical sector is experiencing a bullish trend, with significant stock price increases among key players such as Qing Shui Yuan and Yun Tian Hua, both reaching their daily limit up [3][4] - The yellow phosphorus index rose by 4% on November 5, with a cumulative increase of over 7% in the past two weeks, driven by reduced production and recovering demand for downstream electrolytic liquid raw materials [4][5] - The average stock price of phosphoric chemical concept stocks has increased by 37.35% this year, with notable performers including Chengxing Co., Jin Chengxin, and Chuan Jin Nuo, which saw increases of 87.07%, 81.4%, and 68.91% respectively [6][8] Group 2 - The domestic yellow phosphorus spot price reached 22,200 yuan per ton on November 5, up 264 yuan from the previous trading day, marking a 2.36% increase compared to the same period last month [5] - The phosphoric chemical industry is expected to maintain its favorable conditions, with phosphate rock prices remaining high due to supply constraints and increasing demand from downstream sectors such as fertilizers and renewable energy [5][6] - Companies like Ba Tian Co. reported a 56.5% increase in total revenue to 3.809 billion yuan in the first three quarters, with net profit soaring by 236.13% [7]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年10月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 天倫燃氣控股有限公司 呈交日期: 2025年11月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01600 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 2,000,000,000 | HKD | | 0.01 HKD | | 20,000,000 | | 增加 / 減少 (-) | | | 0 | | | HKD | | 0 | | 本月底結存 | | | 2,000,000,000 | HKD | | 0.01 HKD | | 20,000,000 | 本月底法定/註冊股本總額： HKD 20,0 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年9月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 天倫燃氣控股有限公司 呈交日期: 2025年10月8日 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01600 | 說明 | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 981,885,108 | | 0 | | 981,885,108 | | 增加 / 減少 (-) | | | 0 | | 0 | | | | 本月底結存 | | | 981,885,108 | | 0 | | 981,885,108 | 第 2 頁 共 10 頁 v 1.1.1 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | ...

有關向股份過戶登記處遞交過戶文件以登記收取股息權利之 最後時限的澄清公佈 茲提述天倫燃氣控股有限公司（「本公司」）截至二零二五年六月三十日止期間之中期報告 （「中期報告」）。除文義另有所指外，本公佈所用詞彙與中期報告所界定者具有相同涵義。 茲提述本公司日期均為二零二五年八月二十八日之中期業績公告（「中期業績公告」）及股 息公告表格（「股息公告表格」）。 本公司謹此澄清，如中期報告第25頁所述，為決定享有獲派發建議中期股息之資格，將 已填妥之股份過戶文件連同相關股票送交本公司香港股份過戶登記分處登記之最後時限 應不遲於「二零二五年十月二十三日（星期四）」而非「二零二五年十月二十四日（星期五）」 下午四時三十分。 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佈之內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示概不就因本公佈全部或任何部分內容而 產生或因依賴該等內容而引致之任何損失承擔任何責任。 Tian Lun Gas Holdings Limited 天 倫 燃 氣 控 股 有 限 公 司 （ 於 開 曼 群 島 註 冊 成 立 之 有 限 公 司 ） （股份代號：1600） 本澄清公佈 ...

Economic Growth and Development - In the first half of 2025, China's economy achieved a steady growth rate of 5.3%, with a focus on enhancing green and low-carbon products and services [10]. - The government is promoting a "gas cost plus reasonable return" pricing model to enhance the sustainable development capacity of the urban gas sector [17]. - The state aims to achieve significant progress in nationwide urban digital transformation by 2027 and complete breakthroughs by 2030, fostering globally competitive modern cities [18]. - The ongoing urban renewal strategy aims to create livable, resilient, and smart cities, with a phased target set for 2030 [14]. - The company anticipates a steady economic recovery in China in the second half of 2025, supported by effective policy measures [79][80]. - Challenges remain in the global trade landscape and domestic consumption confidence, which require ongoing support [80]. - The overall resilience of China's economy is expected to improve, providing a solid foundation for growth prospects [79][80]. Company Performance and Financials - The Group's revenue for the six months ended June 30, 2025, was RMB 4,241.575 million, representing a year-on-year increase of 10.6% compared to RMB 3,834.807 million in the same period last year [31]. - Gross profit decreased by 5.7% to RMB 512.572 million from RMB 543.347 million, resulting in an overall gross profit margin of 12.1% [31]. - Profit attributable to owners of the Company was RMB 120.287 million, down 9.0% from RMB 132.210 million in the previous year [31]. - Basic earnings per share decreased by 9.0% to RMB 12.41 cents from RMB 13.64 cents [31]. - The Group's revenue from gas retail business remained stable at RMB 2,562 million, unchanged from the same period last year [34]. - Revenue from the gas wholesale business reached RMB 1,078 million, reflecting a year-on-year increase of 68.2% compared to RMB 641 million last year [42]. - Adjusted core profit was RMB 129 million, down 17.7% from RMB 157 million in the same period last year [55]. - The company reported a profit for the period of RMB 129,793,000, a decline of 9.5% compared to RMB 143,413,000 in 2024 [141]. Customer and Market Dynamics - New pipeline gas customers decreased by 25.8% to 95,515, with city gas residential customers down by 25.7% to 94,150 [31]. - Total pipeline gas customers increased by 3.6% to 5,933,308, with city gas residential customers rising by 5.4% to 3,920,917 [31]. - The demand for higher-quality green and low-carbon products is significantly increasing, reflecting a shift in consumer preferences [10]. - The Group's vision emphasizes commitment to people's livelihood and the development of clean energy to improve living environments [20]. Strategic Initiatives and Future Plans - The Group is transitioning from a traditional gas supplier to an energy service provider, focusing on high-quality development and integrated energy services [20]. - The Group's strategic objectives include developing value-added services that create synergies with its core natural gas business [20]. - The Group plans to adjust residential gas prices in its operating areas to improve comprehensive spreads, while implementing refined management to reduce transmission errors [85]. - The Group will promote the standardization of its beauty decoration business and the development of its insurance business to expand its service offerings [86]. - The Group aims to strengthen emerging industries, particularly in green low-carbon and smart IoT sectors [80]. - The Group will invest in technology, optimize management, and upgrade services to support urban development with greener and more efficient energy solutions [89]. Shareholder Information and Corporate Governance - The Group declared an interim dividend of RMB 4.60 cents per share for the six months ended 30 June 2025 [129]. - The Company has adopted the Model Code for Securities Transactions by Directors and confirmed compliance during the reporting period [135]. - The Audit Committee, consisting of three independent non-executive Directors, reviewed the unaudited consolidated financial statements for the reporting period [139]. - The Company recognizes the importance of compliance with corporate governance codes and will consider appointing a separate chief executive officer in the future [138]. Assets and Liabilities - Total assets increased to RMB 16,191,614 thousand as of June 30, 2025, up from RMB 15,910,053 thousand at the end of 2024, representing a growth of 1.76% [143]. - Total liabilities increased to RMB 9,919,978 thousand, up from RMB 9,647,570 thousand, reflecting a growth of 2.81% [146]. - Non-current liabilities rose significantly to RMB 6,003,708 thousand, compared to RMB 5,152,757 thousand, marking an increase of 16.49% [146]. - Cash and cash equivalents increased to RMB 1,184,775 thousand from RMB 1,103,037 thousand, a rise of 7.36% [146]. Employee and Training Initiatives - The Group employed 2,990 employees, with a training coverage rate of 100% for all employees [66]. - The Group will focus on talent development through practical training and capability matching to ensure alignment with strategic transformation [84].

Group 1 - The forum held in Shanghai focused on exploring new paths for capital market reform, gathering regulatory bodies, experts, and corporate representatives [1] - Tianlun Gas (1600.HK) won the "Yinghua Hong Kong Stock Growth Case Demonstration Award" for its outstanding growth and market performance, showcasing its innovation in clean energy and robust financial performance [1] - Since the beginning of 2025, Tianlun Gas's stock price has increased by 27.14%, with a doubling trend since April, closing at 4.67 HKD on September 15 [1] Group 2 - The company reported a 10.6% year-on-year revenue growth to 4.242 billion HKD in the first half of the year, with a significant increase in gas sales volume by 15.3% and value-added service revenue by 27.6% [1] - Multiple institutions have a positive outlook on the company's growth potential, with Zhongtai International upgrading its rating to "Buy" and Changjiang Securities noting the company's leading dividend yield in the gas industry [1] - The recognition from the China Fund News highlights Tianlun Gas's contributions to the energy sector and reflects the capital market's support for the real economy [2]

Core Insights - The "2025 China Capital Market Development Forum and Listed Companies Forum" was successfully held in Shanghai, focusing on exploring new paths for capital market reform [1] - Tianlun Gas (1600.HK) won the "Yinghua Hong Kong Stock Growth Case Demonstration Award" for its outstanding growth and market performance, highlighting its innovation in clean energy and robust financial performance [1] Company Performance - Since the beginning of 2025, Tianlun Gas's stock price has increased by 27.14%, with a doubling trend since the low point in April, closing at HKD 4.67 on September 15 [4] - The company reported a 10.6% year-on-year revenue growth to HKD 4.242 billion in the first half of the year, with a mid-term dividend of HKD 0.046 per share and a payout ratio of 35% [4] - Gas sales volume grew by 15.3%, and value-added service revenue surged by 27.6%, indicating a dual-driven growth model [4] Market Outlook - Multiple institutions are optimistic about Tianlun Gas's growth potential, with Zhongtai International upgrading its rating to "Buy" and Changjiang Securities noting the company's leading dividend yield in the gas industry [4] - The recognition from the China Fund News reflects Tianlun Gas's significant contributions to the energy sector and the capital market's empowerment of the real economy [4] - In the second half of the year, Tianlun Gas is expected to benefit from supportive clean energy policies and low-carbon transition trends, leveraging its "gas + value-added services" dual-driven model and solid financial strategies [4]

Core Viewpoint - Tianlun Gas (01600) has shown a strong upward trend in its stock price since April, leading the gas industry sector, with the gas stock index reaching a maximum increase of 17.33% during the same period, indicating a favorable market outlook for the gas sector in the second half of the year [1][2]. Company Performance - Tianlun Gas reported a revenue of 4.242 billion RMB for the first half of 2025, reflecting a year-on-year growth of 10.6% [3]. - The company declared an interim dividend of 0.046 RMB per share, with a core profit payout ratio of 35%, demonstrating its commitment to returning value to shareholders [4]. Business Segments - The gas sales business acted as a stabilizing force, with revenue from gas sales increasing by 12.8% to 3.64 billion RMB, driven by a 15.3% increase in total gas sales volume to 1.268 billion cubic meters [6]. - Retail gas sales volume remained stable at 880 million cubic meters, supported by a 3.6% increase in pipeline gas users to 5.933 million [6][7]. - The wholesale gas sales volume surged by 74.7% to 388 million cubic meters, significantly contributing to the revenue growth [6]. Value-Added Services - Value-added services emerged as a new growth driver, with revenue reaching 231 million RMB, a year-on-year increase of 27.6%, accounting for 5.4% of total revenue [8]. - The home decoration service segment grew by 44% to 190 million RMB, indicating successful market penetration [8]. Industry Outlook - The gas industry faces a mixed environment in the first half of 2025, with opportunities arising from government investments of 800 billion RMB in gas and water infrastructure, alongside challenges of supply surplus and demand slowdown [5]. - The apparent consumption of natural gas in China decreased by 0.9% year-on-year to 2.1197 billion cubic meters, reflecting a 4.7 percentage point decline in growth compared to the same period in 2024 [5]. Future Prospects - The gas industry is expected to see improved supply-demand dynamics in the second half of the year, with potential recovery in natural gas consumption driven by economic stimulus and reduced tariff impacts [10][11]. - Tianlun Gas is well-positioned to benefit from the accelerating pricing mechanism, with its unique customer structure and geographical advantages enhancing its resilience [13][14]. - The company has outlined detailed plans for the second half of the year to ensure high-quality growth, aiming to conclude the "14th Five-Year Plan" successfully [14][15].