Core Viewpoint - The article highlights the impact of a significant cold wave on energy demand, particularly for natural gas and coal, leading to a surge in stock prices for gas companies and an increase in fuel prices due to heightened heating needs [2][3]. Group 1: Market Reaction - Gas stocks experienced a strong rally, with several companies such as Guo Xin Energy and Changchun Gas hitting the daily limit up [2]. - The cold wave is expected to push temperatures down significantly, with some areas experiencing drops exceeding 12°C, leading to increased demand for heating [2]. Group 2: Fuel Price Trends - The price of coal at Qinhuangdao Port has surpassed 800 yuan per ton, reaching a yearly high, driven by early heating demand [3]. - The average daily coal consumption at coastal power plants has increased by over 15% year-on-year due to the early onset of winter [3]. Group 3: Energy Supply Assurance - The National Energy Administration has confirmed that natural gas supply will be sufficient for the heating season, with domestic production expected to exceed 100 billion cubic meters for the ninth consecutive year [4]. - Major oil companies are actively increasing their gas reserves and production, with China Petroleum's gas storage capacity reaching a historical high [4].

11月14日，燃气股开盘后强势拉升，截至午间收盘，国新能源（600617.SH）、长春燃气 （600333.SH）、胜利股份（000407.SZ）多股涨停，首华燃气（300483.SZ）、凯添燃气 （920010.BJ）、大众公用（600635.SH）等跟涨。 消息面上，据央视报道，即日起至11月17日，下半年首场寒潮来袭，局地降温将超12℃。降温后，气温 将大范围创今年下半年来新低，17日最高气温0℃线将南压到陕西北部、山西北部、河北北部、辽宁北 部一带，18日早晨最低温度0℃线将南压至苏皖南部和鄂北部一带，西北地区、内蒙古、东北地区多地 最低气温将低于-10℃。 国金证券认为，冬季北半球气温骤降，季节性用能高峰来临，预计将推升天然气、煤炭等燃料价格。 记者关注到，近日秦皇岛港5500大卡动力煤价重回800元/吨上方，创年内新高。我的钢铁网认为，供暖 需求提前释放是煤价上涨重要原因之一。该机构称，10月下旬北方多地遭遇"断崖式"降温，北方12省份 因气温骤降提前启动供暖，北京、内蒙古等地最低气温较常年提前两周跌破冰点，沿海电厂日耗煤量同 比增幅超15%。 关于今年迎峰度冬能源供应情况，国家能源局市场监管司副 ...

Core Viewpoint - The A-share market showed mixed performance with the banking sector gaining strength, particularly in Hainan and Fujian, while the technology and metals sectors faced declines [2][5][23]. Banking Sector - The banking sector experienced a strong performance with all major banks seeing price increases, including Industrial and Agricultural Banks reaching new highs at 8.34 CNY and 8.61 CNY per share, respectively [8][10]. - The total market capitalization for Industrial Bank is 27,726 billion CNY, while Agricultural Bank stands at 29,233 billion CNY [10][12]. - Year-to-date performance shows Agricultural Bank up 68.48% and Industrial Bank up 25.58% [13]. Hainan and Fujian Sectors - Hainan and Fujian sectors continued to show strength, with the cross-strait integration index leading the market [14]. - Notable stocks include Sanmu Group with six consecutive trading limits and Pingtan Development with two consecutive limits [14][16]. - The new duty-free shopping policy in Hainan has led to a significant increase in shopping amounts and participants, with 506 million CNY in sales and 72,900 shoppers in the first week [18]. Gas Sector - The gas sector saw a rise in stock prices, with companies like Guo Xin Energy and Changchun Gas hitting their daily limits [20]. - The demand for gas is expected to increase due to a cold wave forecasted to impact most regions of China [21]. Technology Sector - The technology sector faced a collective downturn, particularly in computing, storage chips, and semiconductors, with stocks like Zhaoyi Innovation and Jiangbolong dropping nearly 8% and 9% respectively [24][25]. - The optical module CPO sector also experienced declines, with stocks like Changguang Huaxin falling over 8% [26].

Core Viewpoint - The gas stocks in the A-share market are experiencing a counter-trend rise, with several companies reaching their daily limit up [1] Group 1: Company Performance - Changchun Gas and Victory Co. have hit the daily limit up [1] - Dazhong Public Utility has increased by 5% [1] - Guoxin Energy and Hongtong Gas have risen by over 4% [1]

Core Insights - The gas sector experienced a decline of 0.51% on November 10, with Changchun Gas leading the drop [1] - The Shanghai Composite Index closed at 4018.6, up 0.53%, while the Shenzhen Component Index closed at 13427.61, up 0.18% [1] Gas Sector Performance - The following companies showed notable performance: - Blue Sky Gas (605368) closed at 9.74, up 1.04% with a trading volume of 62,300 shares and a turnover of 60.51 million yuan [1] - Fuzhou Longyuan (002911) closed at 13.09, up 0.69% with a trading volume of 179,700 shares and a turnover of 235 million yuan [1] - Changchun Gas (600333) closed at 6.74, down 4.53% with a trading volume of 412,000 shares and a turnover of 280 million yuan [2] Capital Flow Analysis - The gas sector saw a net outflow of 272 million yuan from institutional investors, while retail investors had a net inflow of 307 million yuan [2] - The following companies had significant capital flow: - Blue Sky Gas had a net inflow of 7.87 million yuan from institutional investors, but a net outflow of 7.03 million yuan from retail investors [3] - Fuzhou Longyuan had a net inflow of 5.21 million yuan from institutional investors, with a net outflow of 7.77 million yuan from retail investors [3]

Core Insights - The gas sector experienced a slight increase of 0.44% on November 5, with Shouhua Gas leading the gains [1] - The Shanghai Composite Index closed at 3969.25, up 0.23%, while the Shenzhen Component Index closed at 13223.56, up 0.37% [1] Gas Sector Performance - Shouhua Gas (300483) closed at 14.85, with a rise of 4.72% and a trading volume of 279,000 shares, amounting to a transaction value of 413 million yuan [1] - ST Jinwan (000669) and Shuifa Gas (603318) also showed significant gains, with increases of 4.35% and 3.55% respectively [1] - The overall trading volume and transaction values for various gas stocks indicate active market participation [1] Fund Flow Analysis - The gas sector saw a net outflow of 169 million yuan from institutional investors, while retail investors contributed a net inflow of 218 million yuan [2] - Notable stocks like Shouhua Gas and Changchun Gas experienced varying levels of net inflow and outflow from different investor categories [3] - The data indicates a mixed sentiment among different investor types, with institutional investors pulling back while retail investors increased their positions [2][3]

证券代码：600333 证券简称：长春燃气 公告编号：2025-023 长春燃气股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大 遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 会议召开时间：2025 年 11 月 12 日(星期三)11:00-12:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 董事会秘书：李东辉 财务总监：张大海 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 11 月 05 日(星期三)至 11 月 11 日(星期二)16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 changchungas@163.com 进行提问。公司将在说明会上对投资者普遍关注的问题 进行回答。 长春燃气股份有限公司（以下简称"公司"）于 2025 年 10 月 30 日发布公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 202 ...

长春燃气股份有限公司 2025 年第一次临时股东大会 会议资料 2025 年 11 月 1 长春燃气股份有限公司 2025 年第一次临时股东大会会议资料 | 长春燃气股份有限公司 2025 年第一次临时股东大会会议议程 1 | | --- | | 议案一、关于修订《公司章程》及取消监事会的议案 3 | | 议案二、关于修订、废止公司部分制度的议案 4 | | 议案三、关于选举董事的议案 5 | 目 录 长春燃气股份有限公司 2025 年第一次临时股东大会会议资料 长春燃气股份有限公司 2025 年第一次临时股东大会会议议程 现场会议召开时间：2025 年 11 月 25 日 14:00 现场会议召开地点：长春市朝阳区延安大街 421 号长春燃气 8 楼会议室 网络投票时间：2025 年 11 月 25 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东大会召开当日的交易时间段，即 9:15-9:25，9:30-11:30，13:00-15:00；通 过互联网投票平台的投票时间为股东大会召开当日的 9:15-15:00。 会议主持人：董事长董志宇 会议参加人：1.截至股权登记日（2025 ...

证券代码：600333 证券简称：长春燃气 公告编号：2025-024 长春燃气股份有限公司 关于召开2025年第一次临时股东大会的通知 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 一、 召开会议的基本情况 (四)现场会议召开的日期、时间和地点 召开的日期时间：2025 年 11 月 25 日 14 点 00 分 召开地点：长春市朝阳区延安大街 421 号长春燃气 8 楼会议室 股东大会召开日期：2025年11月25日 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票 系统 (一)股东大会类型和届次 2025年第一次临时股东大会 (二)股东大会召集人：董事会 (三)投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结合的 方式 (五)网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 11 月 25 日 至2025 年 11 月 25 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东大会召 ...

Core Insights - Changchun Gas (600333.SH) reported a total revenue of 1.409 billion yuan for Q3 2025, with a net profit attributable to shareholders of -56.53 million yuan, marking an increase of 25.43 million yuan compared to the same period last year, achieving three consecutive years of growth [1] Financial Performance - The company's latest asset-liability ratio stands at 71.06%, a decrease of 0.11 percentage points from the same period last year [3] - The latest gross profit margin is 20.02%, ranking 6th among disclosed peers, with an increase of 1.81 percentage points from the previous quarter and 1.77 percentage points from the same period last year, achieving two consecutive years of growth [3] - The latest return on equity (ROE) is -3.02%, an increase of 1.34 percentage points compared to the same period last year [3] - The diluted earnings per share are -0.09 yuan, an increase of 0.04 yuan compared to the same period last year, achieving three consecutive years of growth [3] Operational Metrics - The company's total asset turnover ratio is 0.21 times, and the inventory turnover ratio is 2.26 times [4] - The number of shareholders is 39,700, with the top ten shareholders holding 376 million shares, accounting for 61.68% of the total share capital [4] - The largest shareholder is Changchun Changgang Gas Co., Ltd., holding 58.75% of the shares [4]