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以伊局势引爆油价预期,港股低价油气股集体“井喷”!
Jin Rong Jie· 2025-06-19 13:04
6月19日,港股低价油气股走势活跃,中油洁能控股(01759.HK)大涨138.74%,金泰能源控股 (02728.HK)涨52.94%,吉星新能源(03395.HK)涨34.62%,MI能源(01555.HK)涨20.93%。 以伊冲突进一步升级,中东火药桶;局势紧张。据报道,19日凌晨,伊朗对以色列发动新一轮导弹袭 击,而以军在过去24小时内对伊朗发动了三轮大规模空袭。伊朗最高领袖哈梅内伊发表视频讲话,坚称 伊朗绝不投降。 以伊冲突也导致全球大宗商品市场风云变幻,国际原油价格剧烈波动。上周五,原油价格单日涨幅超 7%,创三年来最大单日涨幅,本周以来,国际油价继续维持强势震荡。 有市场人士指出,目前部分油气股大涨固然吸引了很多眼球,但投资者务必清醒认识其背后潜藏的调整 风险。 值得注意的是,由于以伊冲突对国际原油市场和经济的影响,有分析认为,美国或有足够的理由介入以 伊冲突。知情人士称,美国总统特朗普已批准了对伊朗的攻击计划,但暂不下达最终命令。据悉,目前 美国的航母打击群已前往中东地区,美军也将向中东调派战斗机,并扩大战机部署范围,以加强以伊冲 突期间的防御。 种种迹象表明,国际油价走势未来似乎很难平静。 ...
【港股收评】三大指数集体跳水!消费、医药股集体承压
Jin Rong Jie· 2025-06-19 08:49
中资券商股也再度承压,中国银河(06881.HK)跌5.13%,中金公司(03908.HK)跌5.21%,光大证券 (06178.HK)跌5.03%,中信证券(06030.HK)跌4.82%,广发证券(01776.HK)跌3.9%,华泰证券 (06886.HK)跌4.39%。 其它方面,重型机械股、建材水泥股、高铁基建股、港口运输股等板块亦纷纷走弱。 涨幅榜上,随着伊以冲突加剧,部分低价油气股炒高。中油洁能控股(01759.HK)涨138.74%,金泰能 源控股(02728.HK)涨52.94%,吉星新能源(03395.HK)涨34.62%。 分板块看,大消费板块中,烟草概念、汽车经销商、航空股、婴童用品股、节假日概念、新消费概念等 板块均跌幅靠前。成分股中,思摩尔国际(06969.HK)跌9.95%,中烟香港(06055.HK)跌3.44%,中 国飞鹤(06186.HK)跌3.32%,中国东方航空股份(00670.HK)跌5.48%,中国南方航空股份 (01055.HK)跌4.65%,呷哺呷哺(00520.HK)跌9.21%,同程旅行(00780.HK)跌10.6%,九毛九 (09922.HK)跌4.74% ...
智通港股52周新高、新低统计|6月19日
智通财经网· 2025-06-19 08:45
智通财经APP获悉,截止6月19日收盘,有42只股票创52周新高,其中中油洁能控股(01759)、吉星新能 源(03395)、创联控股(02371)创高率位于前3位,分别为130.77%、88.76%、25.64%。 52周新高排行 | 股票名称 | 收盘价 | 最高价 | 创高率 | | --- | --- | --- | --- | | 中油洁能控股(01759) | 2.650 | 3.000 | 130.77% | | 吉星新能源(03395) | 1.050 | 1.680 | 88.76% | | 创联控股(02371) | 0.035 | 0.049 | 25.64% | | 先施(00244) | 0.260 | 0.345 | 25.45% | | 云白国际(00030) | 0.260 | 0.280 | 22.81% | | MI能源(01555) | 0.052 | 0.057 | 16.33% | | HOME | 1.020 | 1.170 | 12.50% | | CONTROL(01747) | | | | | XL二南CO(07711) | 149.100 | 153.650 ...
港股收评:恒指跌近2% 新消费概念股持续回调 泡泡玛特跌超5%
news flash· 2025-06-19 08:13
港股收评:恒指跌近2% 新消费概念股持续回调 泡泡玛特跌超5% 金十数据6月19日讯,港股今日低开低走,恒指收跌1.99%,报23237.74点。恒生科技指数收跌2.42%, 报5088.32点。截至今日收盘,恒指大市成交额2200.99亿港元。盘面上,新消费概念股持续回调,创新 药概念股、黄金股、新能源汽车股下跌,低价油气股再度活跃。个股方面,中油洁能控股 (01759.HK) 涨近140%,百勤油服(02178.HK)涨5%;同程旅行(00780.HK)跌10.6%,老铺黄金(06181.HK)、石药集团 (01093.HK)跌6.4%,阿里健康(00241.HK)、古茗(01364.HK)、泡泡玛特(09992.HK)跌超5%。 ...
油气股涨势扩大 首华燃气等多股涨停
news flash· 2025-06-19 05:32
油气股涨势扩大 首华燃气等多股涨停 智通财经6月19日电,午后油气股涨势持续扩大,燃气股方向展开补涨,首华燃气、新疆浩源、蓝焰控 股涨停,通源石油、新锦动力、凯添燃气涨超10%,惠博普、海默科技、中曼石油等多股涨超7%。消 息面上,港股低价油气股持续活跃,其中中油洁能控股涨超100%,吉星新能源涨逾80%。 ...
港股低价油气股持续活跃 中油洁能控股涨超125%
news flash· 2025-06-19 05:22
港股低价油气股持续活跃,中油洁能控股涨超125%,吉星新能源涨超80%,百勤油服涨18%。 ...
港股低价油气股续炒,中油洁能控股 (01759.HK)涨超125%,吉星新能源(03395.HK)涨超80%,百勤油服(02178.HK)涨16.7%。
news flash· 2025-06-19 05:22
港股低价油气股续炒,中油洁能控股 (01759.HK)涨超125%,吉星新能源(03395.HK)涨超80%,百勤油 服(02178.HK)涨16.7%。 ...
智通港股52周新高、新低统计|6月18日
智通财经网· 2025-06-18 08:42
| 从玉智农(00875) | 0.275 | 0.265 | -3.64% | | --- | --- | --- | --- | | 华富建业金融(00952) | 0.186 | 0.165 | -2.94% | | XI二南英伟-U | 5.060 | 5.050 | -2.60% | | (09388) | | | | | 弘毅文化集团(00419) | 0.040 | 0.038 | -2.56% | | 快意智能(08040) | 0.240 | 0.233 | -2.51% | | 奥威控股(01370) | 0.260 | 0.236 | -2.48% | | 新琪安(02573) | 15.320 | 15.280 | -1.42% | | PP沙特国债-U | 10.420 | 10.420 | -1.04% | | (09478) | | | | | 耀星科技集团(08446) | 0.107 | 0.107 | -0.93% | 52周新高排行 | 股票名称 | 收盘价 | 最高价 | 创高率 | | --- | --- | --- | --- | | 吉星新能源(03395) | ...
中油洁能控股(01759) - 2024 - 年度财报
2025-04-29 08:50
Financial Performance - In 2024, the company's liquefied petroleum gas (LPG) sales volume reached approximately 313,000 tons, representing a year-on-year increase of 24.8%[8] - The sales revenue from LPG was approximately 1.45 billion yuan, reflecting a year-on-year growth of 26.0%[8] - The company's liquefied petroleum gas (LPG) sales revenue for the year ending December 31, 2024, is approximately RMB 1,445.7 million, an increase of about RMB 298.6 million compared to RMB 1,147.1 million in 2023[18] - The revenue from compressed natural gas (CNG) sales for the year ending December 31, 2024, is approximately RMB 159.2 million, a decrease of about RMB 84.8 million from RMB 244.0 million in 2023[19] - The liquefied natural gas (LNG) sales revenue for the year ending December 31, 2024, is approximately RMB 15.1 million, an increase of about RMB 10.8 million compared to RMB 4.3 million in 2023[21] - Total revenue for the company for the year ending December 31, 2024, is approximately RMB 1,634.1 million, an increase of about RMB 228.0 million from RMB 1,406.1 million in 2023[22] - The sales volume of compressed natural gas (CNG) was 28.4 million cubic meters, generating revenue of RMB 111.4 million, which accounted for 6.8% of total revenue in 2024, down from 53.1 million cubic meters and RMB 214.3 million (15.2%) in 2023[29] - The company’s gross profit for the fiscal year was approximately RMB 53.2 million, a decrease of about RMB 31.4 million from RMB 84.6 million in 2023, attributed to a decline in sales volume of higher-margin CNG[36] - The company’s total sales cost increased to approximately RMB 1,580.9 million in 2024, up by about RMB 259.4 million from RMB 1,321.5 million in 2023, mainly due to increased procurement volumes of LPG and LNG[36] - Other income for the fiscal year was approximately RMB 18.4 million, a decrease of about RMB 5.4 million from RMB 23.8 million in 2023, primarily due to a reduction in interest income[37] - The company recorded a net loss of approximately RMB 17.8 million for the fiscal year, a decrease of about RMB 24.5 million compared to a net profit of RMB 6.7 million in 2023[46] - As of December 31, 2024, the company’s total assets were approximately RMB 1,139.6 million, an increase of about RMB 183.7 million from RMB 955.9 million in 2023[48] Business Strategy and Development - The company's overall strategy focused on "seeking progress while maintaining stability," emphasizing high-quality development and transformation[8] - The company aims to strengthen its LPG and natural gas businesses while exploring new business developments in 2025[9] - The company plans to implement a digital management platform to enhance internal and external risk control[9] - The company aims to enhance natural gas utilization and expand its business areas in response to structural adjustments in transportation energy policies[15] - The company is committed to providing high-quality gas sources and exploring customer value in the natural gas sector[15] - The company plans to continue enhancing its logistics and supply capabilities while expanding procurement and sales channels to drive new growth points and business diversification[31] - The company aims to optimize its natural gas supply chain and enhance safety management in response to industry regulations and to improve operational efficiency[32] Market Trends and Consumption - The domestic GDP grew by 5% compared to the previous year, indicating a recovering economic environment[7] - The LPG supply in China is expected to increase by over 7% year-on-year in 2024, driven by new refining capacity and increased imports[14] - The apparent consumption of LPG in China is projected to increase by over 6% year-on-year in 2024, with chemical usage dominating over 60% of consumption[14] - In 2024, the company's natural gas production is projected to reach approximately 246.37 billion cubic meters, representing a year-on-year increase of 6.2%[15] - The apparent consumption of natural gas in China for 2024 is expected to be around 426.05 billion cubic meters, reflecting a year-on-year growth of 8%[15] Environmental, Social, and Governance (ESG) - The company is committed to enhancing its ESG performance to reduce environmental risks and improve governance standards[9] - The company is committed to environmental sustainability and aims to become an environmentally friendly enterprise, with detailed policies and performance disclosed in the annual report[94] - The group’s environmental, social, and governance policies and performance details are disclosed in the annual report[94] - The group emphasizes long-term operations while balancing the interests of stakeholders, including customers, suppliers, and employees[91] - The group has enhanced cooperation with suppliers and provided quality products and services to customers to ensure sustainable development[91] Risk Management - The company has implemented multiple policies and procedures to ensure effective risk management across operations, including daily operational management and financial reporting[67] - Major risks identified include reliance on key suppliers for liquefied petroleum gas and liquefied natural gas, which could significantly impact business if supply is unstable[69] - The company's gross margin and profit growth may fluctuate due to sensitivity to external factors affecting the purchase and sale prices of gas products[69] - Increased competition from alternative fuels, particularly electric vehicles, may reduce demand for the company's gas refueling services[69] - The company conducts at least one annual assessment of its risk management framework's effectiveness, with regular management meetings held by the audit committee and board[67] Corporate Governance - The board of directors resolved not to declare a final dividend for the year ended December 31, 2024, consistent with 2023[53] - The company has maintained a prudent financial management strategy, ensuring a sound liquidity position as of December 31, 2024[58] - The company has established a governance framework based on the corporate governance code, enhancing oversight of business conduct[155] - The board of directors includes 7 members, with 3 independent non-executive directors, ensuring compliance with listing rules[169] - The independent non-executive directors have been reappointed for a three-year term starting from December 1, 2024[172] - The board has established an independence assessment mechanism, with satisfactory results reported for the year ending December 31, 2024[170] - The company organized internal training sessions for all directors covering duties, corporate governance, and regulatory updates during the year ending December 31, 2024[177] - The company has established three committees: Audit Committee, Remuneration Committee, and Nomination Committee, each with clear written terms of reference[180] Employee and Shareholder Information - The group employed a total of 429 employees as of December 31, 2024, compared to 427 in 2023[105] - The total compensation cost for the group for the year ended December 31, 2024, was approximately RMB 300 million[105] - The overall employee gender ratio was 47.1% female and 52.9% male, indicating a commitment to gender diversity across all levels[193] - The company aims to maintain a diverse board composition, considering skills, experience, and gender diversity in its appointments[189] - As of December 31, 2024, Mr. Ji holds 162,000,000 shares, representing 75% of the company's equity[132] - The beneficial owner, Yang Ling, holds 162,000,000 shares, which is 75% of the total shares[137] - The company has not entered into any significant contracts with its controlling shareholders or their subsidiaries during the fiscal year ending December 31, 2024[126] Share Option Plan - The stock option plan was conditionally adopted on November 22, 2018[141] - The stock option plan aims to reward selected participants for their contributions to the group[142] - Participants can accept stock options within 21 days from the offer date[143] - The stock options can be exercised at any time within a period determined by the board, not exceeding ten years from the offer date[143] - The plan allows for a wide range of eligible participants, including employees, directors, suppliers, and customers[142] - The company has a maximum limit of 21,600,000 shares available for subscription under the share option plan, which represents 10% of the issued shares as of the listing date[146] - As of December 31, 2024, there are no unexercised share options or warrants outstanding, indicating no current liabilities related to share options[146]
中油洁能控股(01759) - 2024 - 年度业绩
2025-03-28 13:44
Sales Performance - Liquefied petroleum gas sales increased by approximately 24.8% to about 313.0 thousand tons (2023: approximately 250.9 thousand tons) [2] - Compressed natural gas sales decreased by approximately 25.8% to about 46.3 million cubic meters (2023: approximately 62.4 million cubic meters) [2] - Liquefied natural gas sales increased by approximately 233.3% to about 3.0 thousand tons (2023: approximately 0.9 thousand tons) [2] - The revenue from liquefied petroleum gas for 2024 was RMB 1,445,692,000, compared to RMB 1,147,077,000 in 2023, indicating an increase of about 26% [41] - The revenue from compressed natural gas for 2024 was RMB 159,217,000, compared to RMB 244,002,000 in 2023, showing a decrease of approximately 34.7% [41] - The liquefied natural gas business generated sales revenue of approximately RMB 15.1 million for the year ending December 31, 2024, an increase of approximately RMB 10.8 million compared to RMB 4.3 million in 2023 [72] Financial Performance - Revenue increased by approximately 16.2% to about RMB 1,634.1 million (2023: approximately RMB 1,406.1 million) [2] - Gross profit decreased by approximately 37.1% to about RMB 53.2 million (2023: approximately RMB 84.6 million) [3] - Net loss recorded was approximately RMB 17.8 million (2023: profit of approximately RMB 6.7 million) [3] - Net loss attributable to equity holders was approximately RMB 12.4 million (2023: profit of approximately RMB 8.8 million) [3] - The total comprehensive loss for the year ended December 31, 2024, amounted to RMB (18,755) thousand, compared to a gain of RMB 8,262 thousand in 2023 [5] - The basic and diluted loss per share for the year was RMB (5.72), a decrease from RMB 4.07 in the previous year [5] Assets and Liabilities - Non-current assets totaled RMB 162,982 thousand in 2024, down from RMB 186,791 thousand in 2023 [6] - Current assets increased to RMB 976,629 thousand in 2024, compared to RMB 769,101 thousand in 2023 [6] - The total liabilities increased to RMB 748,258 thousand in 2024, compared to RMB 544,728 thousand in 2023 [6] - The company's equity attributable to owners decreased to RMB (13,334) thousand in 2024 from RMB 10,345 thousand in 2023 [5] - The company's retained earnings were reported at 370,982,000 RMB, down from 384,316,000 RMB in 2023, which is a decrease of about 3.4% [7] Operational Overview - The company is primarily engaged in the retail and wholesale of liquefied petroleum gas, compressed natural gas, and liquefied natural gas in China [9] - The company operates through two reportable segments: Retail and Wholesale, focusing on the sale of liquefied petroleum gas, compressed natural gas, and liquefied natural gas [33][34] - The company operates a total of 19 gas stations and 3 fuel stations as of December 31, 2024, maintaining the same number as in 2023 [74] - The company has significant operational assets primarily located in China, with no segment analysis provided based on customer and asset location [39] Government and Regulatory Compliance - The company has been applying revised International Financial Reporting Standards, which did not have a significant impact on the consolidated financial statements [12] - The company’s financial statements are prepared in accordance with International Financial Reporting Standards and relevant local regulations [10] - The company adheres to corporate governance principles as outlined in the listing rules, ensuring transparency and accountability to shareholders [119] Risk Management - Major risks identified include reliance on government policies, supply chain stability, and competition from alternative fuels, particularly electric vehicles [115] - The group has implemented various policies and procedures to ensure effective risk management across its operations, including financial reporting and compliance with environmental laws [114] Future Outlook - The company anticipates continued growth in domestic demand for liquefied petroleum gas and natural gas, with GDP growth expected to maintain around 5% in 2025 [80] - The company plans to enhance its logistics and supply chain capabilities while expanding procurement and sales channels to drive new growth points and business diversification [81] - The domestic production and import of liquefied petroleum gas are expected to maintain slow growth in 2025, supported by government policies aimed at stabilizing economic growth [81] Employee and Operational Costs - The total employee costs, including salaries and other benefits, amounted to RMB 31,123,000 in 2023, a decrease from RMB 29,954,000 in 2024 [6] - Employee costs decreased to approximately RMB 30.0 million in 2024 from RMB 31.1 million in 2023, attributed to lower performance-related compensation due to declining operational performance in compressed natural gas stations [87] Legal and Compliance Matters - The group faced a maximum potential liability of approximately RMB 69,350,000 in a legal claim, which was ultimately resolved in its favor by June 2023 [109] - A new legal claim with a maximum potential liability of approximately RMB 14,053,937 was filed in 2023, but the group was ruled not liable in July 2024 [110] Shareholder Information - The annual general meeting of shareholders is scheduled for June 25, 2025, with relevant documents to be published in due course [116] - The board of directors has resolved not to declare a final dividend for the year ending December 31, 2024, compared to zero in 2023 [100]