重要内容提示： 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整，不存 在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 长春燃气股份有限公司 2025 年第三季度报告 证券代码：600333 证券简称：长春燃气 长春燃气股份有限公司 2025 年第三季度报告 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。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 单位：元 币种：人民币 | | | 本报告期比 | | 年初至报告期 | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期增 | 年初至报告期末 | 末比上年同期 | | | | 减变动幅度 | | 增减变动幅度 | | | | (%) | | (%) | | 营业收入 | 343,427,268.36 | -0.27 | 1,409 ...

证券代码：600333 证券简称：长春燃气 公告编号：2025-020 3、在提出本意见前，监事会未发现参与报告编制和审议的人员有违反信息 披露规定的行为。 长春燃气股份有限公司 九届十次监事会决议公告 本公司监事会及全体监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个别及连带责任。 长春燃气股份有限公司（以下简称"公司"）九届十次监事会于 2025 年 10 月 28 日在公司总部六楼会议室召开。会议应到监事 3 人，实际到会 3 人，董事 会秘书李东辉列席了会议。会议由监事会主席李忠财先生主持。会议的召集召 开符合《公司法》和《公司章程》相关要求，所作决议合法有效。会议审议了 如下议案： 一、审议《公司 2025 年第三季度报告》 公司监事会对董事会编制的《公司 2025 年第三季度报告》进行了审核，审 核意见如下： 1、《公司 2025 年第三季度报告》编制和审议程序符合相关法律、法规、公 司章程以及公司内部管理制度的各项规定。 2、《公司 2025 年第三季度报告》的内容和格式符合中国证监会和证券交易 所的各项规定，内容真实、准确、完整地反映出公 ...

·证券代码：600333 证券简称：长春燃气 公告编号：2025-019 长春燃气股份有限公司 九届十次董事会决议公告 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个别及连带责任。 一、董事会会议召开情况 长春燃气股份有限公司（以下简称"公司"）九届十次董事会于 2025 年 10 月 28 日在公司五楼会议室以现场结合通讯方式召开。会议应到董事 10 人，实际 到会 10 人。公司监事、财务总监、董事会秘书列席了会议。会议由公司董事长 董志宇主持。会议的召集召开符合《公司法》和《公司章程》相关要求，所作决 议合法有效。 二、董事会会议审议情况 1、审议通过《公司 2025 年第三季度报告》 表决结果：同意 10 票，反对 0 票，弃权 0 票。 表决结果：同意 10 票，反对 0 票，弃权 0 票。 此议案需提交股东会审议。 3、审议通过《关于修订、废止公司部分制度的议案》 表决结果：同意 10 票，反对 0 票，弃权 0 票。 此议案需提交股东会审议。 议案 2、议案 3 详细内容请见上海证券交易所网站（www.sse.com.c ...

长春燃气公告，第三季度营收为3.43亿元，同比下降0.27%；净利润亏损144.53万元。前三季度营收为 14.09亿元，同比下降4.42%；净利润亏损5653万元。 ...

Market Overview - The gas sector experienced a slight increase of 0.01% on October 27, with Shengtong Energy leading the gains [1] - The Shanghai Composite Index closed at 3996.94, up 1.18%, while the Shenzhen Component Index closed at 13489.4, up 1.51% [1] Top Gainers in Gas Sector - Shengtong Energy (001331) closed at 14.39, with an increase of 8.77% and a trading volume of 250,900 shares, amounting to a transaction value of 361 million [1] - Caohua Gas (300483) closed at 14.77, up 5.35%, with a trading volume of 293,400 shares [1] - Zhongtai Co. (300435) closed at 21.60, increasing by 3.15% with a trading volume of 134,400 shares [1] Notable Decliners in Gas Sector - Baichuan Energy (600681) saw a decline of 3.93%, closing at 4.40 with a trading volume of 1,093,500 shares, resulting in a transaction value of 483 million [2] - Meino Energy (001299) decreased by 2.54%, closing at 12.26 with a trading volume of 54,300 shares [2] - Dazhong Public Utilities (600635) fell by 2.22%, closing at 7.04 with a trading volume of 2,937,700 shares [2] Capital Flow Analysis - The gas sector experienced a net outflow of 35.285 million from institutional investors and 85.5668 million from speculative funds, while retail investors saw a net inflow of 121 million [2] - Shengtong Energy had a net inflow of 93.1903 million from institutional investors, but a net outflow of 52.1795 million from speculative funds [3] - Caohua Gas had a net inflow of 38.6517 million from institutional investors, with a net outflow of 22.2288 million from speculative funds [3]

Market Overview - The gas sector experienced a decline of 1.16% on October 22, with Guo New Energy leading the drop [1] - The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1] Individual Stock Performance - Jiufeng Energy (605090) rose by 2.60% to close at 33.93, with a trading volume of 93,700 shares and a turnover of 313 million yuan [1] - Baichuan Energy (600681) increased by 2.58% to 5.16, with a trading volume of 1,995,600 shares and a turnover of 1.044 billion yuan [1] - Guo New Energy (600617) fell by 9.91% to 4.18, with a trading volume of 2,224,600 shares [2] - Changchun Gas (600333) decreased by 7.76% to 7.01, with a trading volume of 754,400 shares [2] Capital Flow Analysis - The gas sector saw a net outflow of 617 million yuan from institutional investors and a net outflow of 127 million yuan from speculative funds, while retail investors had a net inflow of 744 million yuan [2] - Chongqing Gas (600917) had a net inflow of 4.1641 million yuan from institutional investors, while it experienced a net outflow of 6.1053 million yuan from speculative funds [3] - The overall capital flow indicates a mixed sentiment among different investor types within the gas sector [2][3]

Market Overview - The three major indices all rose, with the Shanghai Composite Index up 1.2%, the Shenzhen Component Index nearly 2%, and the ChiNext Index surging by 2.92% [3] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets was 11,632 billion, which is a decrease of 77 billion compared to the previous day, indicating that funds are still "testing" the market rather than fully committing [3] Sector Performance - The shale gas sector saw significant gains, with companies like DeSheng Co. and PetroChina hitting their daily limits, while sectors such as cultivated diamonds and storage chips also performed well [3] - In contrast, the coal and gas sectors experienced a downturn, with companies like Antai Group nearing a limit down and others like Baotailong and Changchun Gas also adjusting downwards, highlighting a stark contrast in sector performance [3] Investment Strategy - Investors are advised to maintain a cautious approach, focusing on stability rather than urgency in their investment decisions [4] - For those holding stocks in strong sectors like engineering machinery and storage chips, it is recommended to hold and observe as long as key support levels are not broken, rather than chasing high prices [3] - Investors should also be wary of low trading volumes; if the afternoon session does not see an increase in volume, it is advised not to increase positions even if indices rise [3]

Core Viewpoint - The coal sector continues to show strong upward momentum, driven by seasonal demand and supply constraints due to adverse weather conditions and regulatory measures [3][5]. Group 1: Market Performance - As of the afternoon close on October 20, several coal stocks, including Antai Group (600408.SH), Yunnan Coal Energy (600792.SH), and Dayou Energy (600403.SH), reached their daily limit up, with Dayou Energy achieving a five-day consecutive limit up [3]. - The gas sector also experienced gains, with stocks like Dazhong Public (600635.SH) and Guoxin Energy (600617.SH) hitting their daily limit up, while others like Changchun Gas (600333.SH) and Baichuan Energy (600681.SH) rose over 6% [3]. Group 2: Weather Impact - A strong cold air mass is affecting China from October 16 to 21, leading to the lowest temperatures of the second half of the year, with northern regions expected to experience temperatures below 10°C for five consecutive days starting October 18 [4]. Group 3: Supply and Demand Dynamics - October is a critical period for coal stockpiling ahead of winter, with domestic coal production expected to decrease year-on-year due to rainfall and regulatory checks on overproduction [5]. - As of October 15, the price of Q6000 thermal coal in the Yulin region was reported at 595-620 RMB/ton, reflecting a 20 RMB/ton increase from the end of September, marking a 3.4% rise [5]. - The supply side is tightening as many coal mines are cautious in production due to safety inspections and maintenance, leading to expectations of reduced coal output in October [5][6]. Group 4: Demand Side Analysis - The demand for coal is strong as companies prepare for winter, with coal procurement needs being released. As of October 9, major power plants in Shandong had an average coal inventory of 35.5 days, down 2.87 days from the end of September [6]. - However, rising coal prices may lead downstream coal-consuming companies to reduce production or lower operational loads to manage costs, potentially limiting further coal procurement [6].

Core Viewpoint - The A-share market saw a significant rise in gas stocks, driven by a cold air mass affecting the central and eastern regions of China, leading to lower temperatures and an early onset of winter [1]. Company Performance - **Guo Xin Energy (国新能源)**: Increased by 10.00%, with a total market value of 8.488 billion and a year-to-date increase of 62.96% [2]. - **Public Utilities (大众公用)**: Rose by 9.94%, with a market capitalization of 20.3 billion and a year-to-date increase of 55.67% [2]. - **Bai Chuan Energy (百川能源)**: Gained 7.47%, with a market value of 5.980 billion and a year-to-date increase of 35.85% [2]. - **Tian Hao Energy (天壕能源)**: Increased by 6.16%, with a market capitalization of 5.814 billion and a year-to-date increase of 16.06% [2]. - **Changchun Gas (长春燃气)**: Rose by 5.79%, with a market value of 4.671 billion and a year-to-date increase of 37.70% [2]. - **Hong Tong Gas (洪通燃气)**: Increased by 5.73%, with a market capitalization of 5.010 billion and a year-to-date increase of 78.07% [2].

Core Viewpoint - Changchun Gas has experienced a significant stock price increase, rising 5.1% on October 20, with a total market capitalization of 4.641 billion yuan and a cumulative increase of 18.08% over four consecutive days [1] Company Overview - Changchun Gas Co., Ltd. is located at 421 Yan'an Street, Chaoyang District, Changchun City, Jilin Province, and was established on June 8, 1993, with its listing date on December 11, 2000 [1] - The company's main business includes urban pipeline gas operations, municipal engineering construction (design, construction, supervision), vehicle gas business, clean energy development and utilization, and related services [1] - The revenue composition of the main business is as follows: gas sales 73.83%, gas installation 14.96%, and other services 11.21% [1] Shareholder Information - CITIC Prudential Fund has a presence among the top ten circulating shareholders of Changchun Gas, with its multi-strategy mixed fund (LOF) A (165531) newly entering the top ten in the second quarter, holding 2.7239 million shares, accounting for 0.45% of circulating shares [2] - The fund has realized a floating profit of approximately 1.0078 million yuan today and a total of 3.0235 million yuan during the four-day increase [2] - The CITIC Prudential multi-strategy mixed fund (LOF) A (165531) was established on June 16, 2017, with a current scale of 1.245 billion yuan and has achieved a year-to-date return of 37.01% [2] Fund Manager Information - The fund manager of CITIC Prudential multi-strategy mixed fund (LOF) A (165531) is Wang Ying, who has been in the position for 8 years and 249 days [3] - The total asset scale of the fund is 6.176 billion yuan, with the best fund return during the tenure being 50.82% and the worst being -8.42% [3]