| | 证券简称：贵州燃气 公告编号：2025-100 债券简称：贵燃转债 | | --- | --- | | 证券代码：600903 债券代码：110084 | | 贵州燃气集团股份有限公司 关于筹划发行股份购买资产并募集配套资金暨关联 交易事项的进展公告 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。 重要提示： 由于本次交易及资产的审计、评估、尽职调查等工作尚未完成、相关交易细 节尚需进一步沟通商讨,公司预计无法在首次审议本次交易的董事会决议公告日 后 6 个月内发出召开股东会的通知，2025 年 9 月 27 日，公司披露了《贵州燃气 集团股份有限公司关于筹划发行股份购买资产并募集配套资金暨关联交易事项 进展暨无法在规定时间内发出召开股东会通知的专项说明》（公告编号： 2025-081）。 贵州燃气集团股份有限公司（以下简称"贵州燃气"或"公司"）于 2025 年 4 月 9 日披露的《贵州燃气集团股份有限公司发行股份购买资产并募集配套资 金暨关联交易预案》（以下简称"本次交易预案"）及其摘要中已对本次交易涉及 的有关 ...

Core Viewpoint - The company plans to acquire 100% equity of Guizhou Shale Gas from Guizhou Wujiang Energy through a share issuance and raise funds from specific investors, which constitutes a related party transaction but is not expected to be a major asset restructuring, with no change in actual control [1] Group 1 - The transaction involves the issuance of shares to acquire the entire equity of Guizhou Shale Gas [1] - The company is also seeking to raise funds from specific investors as part of this transaction [1] - The stock, convertible bonds, and conversion rights will be suspended from trading starting March 31, 2025, and will resume on April 9, 2025 [1] Group 2 - The transaction is classified as a related party transaction and is not expected to constitute a major asset restructuring [1] - The actual controller of the company will remain unchanged following the transaction [1] - As of the announcement date, the auditing and evaluation of the involved assets are progressing smoothly, but the transaction still requires decision-making procedures and regulatory approval, indicating some uncertainty [1]

Core Viewpoint - As of November 26, a total of 74 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Longest Continuous Net Inflows - The stocks with the longest continuous net financing inflows are Huadian International, Lutai A, Guoke Military Industry, and Gongda High-Tech, each having recorded net inflows for 10 consecutive trading days [1] - Other notable stocks with significant net inflows include Bailong Oriental, Zhongchen Technology, Qibin Group, Yongjin Co., Zhuoyue Technology, Guizhou Gas, and Hongchuan Wisdom, which have also shown considerable financing activity [1]

Core Viewpoint - Guizhou Gas Group Co., Ltd. announces a potential change in the upper equity structure of its major shareholder, Guiyang Industrial Investment Co., Ltd. (Guiyang Gongtou), which currently holds an 18.97% stake in the company. The change is due to the planned transfer of over 51% of Guiyang Gongtou's shares to Guizhou Provincial Industrial Development Co., Ltd. [2][3] Group 1: Basic Information - As of the announcement date, Guiyang Gongtou is a non-controlling shareholder and an action-in-concert party with over 5% shareholding in Guizhou Gas [2] - The shareholders of Guiyang Gongtou intend to transfer their majority stake to Guizhou Provincial Industrial Development Co., Ltd. and have signed a letter of intent for the acquisition [3][14] - The acquisition is still in the planning stage and carries uncertainties, but it will not change the controlling shareholder or actual controller of Guizhou Gas [2][17] Group 2: Parties Involved - The acquiring party is Guizhou Provincial Industrial Development Co., Ltd., which has a registered capital of 10 billion RMB and is a wholly state-owned enterprise [4][6] - The transferring parties include Guiyang Industrial Development Holding Group Co., Ltd., Guiyang Foreign Trade Development Group Co., Ltd., and Guiyang Mineral Energy Investment Group Co., Ltd., all of which are also state-owned [5][7][10] - The ownership structure of the transferring parties indicates that they are fully controlled by the Guiyang Municipal Government's State-owned Assets Supervision and Administration Commission [6][8][11] Group 3: Impact of the Change - If the acquisition is completed, the controlling shareholder of Guiyang Gongtou will change to Guizhou Provincial Industrial Development Co., Ltd., with the actual controller being the Guizhou Provincial Government's State-owned Assets Supervision and Administration Commission [16] - The company emphasizes that this change will not significantly impact its daily operations or management [17]

Core Viewpoint - Guizhou Gas (600903.SH) announced that its major shareholder, Guiyang Industrial Investment, intends to transfer over 51% of its shares to Guizhou Provincial Industrial Development Company, which may lead to changes in the upper shareholding structure and actual controller of Guiyang Industrial Investment [1] Group 1 - Guizhou Gas received a notification from its major shareholder, Guiyang Industrial Investment, regarding the planned transfer of shares [1] - The shareholders involved in the transfer include Guiyang Industrial Development Holding Group Co., Ltd., Guiyang Foreign Trade Development Group Co., Ltd., and Guiyang Mineral Resources Investment Group Co., Ltd. [1] - The share acquisition is currently in the planning stage and carries uncertainties [1] Group 2 - The completion of the share acquisition may result in changes to the upper shareholding structure and actual control of Guiyang Industrial Investment [1]

| 证券代码：600903 | 证券简称：贵州燃气 公告编号：2025-099 | | --- | --- | | 债券代码：110084 | 债券简称：贵燃转债 | 贵州燃气集团股份有限公司 关于持股 5%以上股东上层股权结构拟发生变动的提 示性公告 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: ●截至本公告披露日，贵阳市工业投资有限公司（以下简称"贵阳工投"） 持有贵州燃气集团股份有限公司（以下简称"贵州燃气"或"公司"）股份比例 为 18.97%，系公司持股 5%以上非控股股东、非控股股东的一致行动人。 ●贵阳工投之股东拟将其持有的贵阳工投 51%以上股权转让至贵州省产业 发展有限公司，并签署了《关于贵阳市工业投资有限公司股权之收购意向书》（以 下简称"《收购意向书》"），本事项尚处于筹划阶段，存在不确定性。本事项 不会导致公司控股股东及实际控制人发生变更，亦不会对公司日常经营和管理造 成重大影响。敬请投资者理性投资，注意投资风险。 一、基本情况 公司近日收到持股 5%以上股东贵阳工投出具的告知函，获悉 ...

Core Viewpoint - Guizhou Gas announced that as of the disclosure date, Guiyang Industrial Investment holds 18.97% of the company's shares, making it a non-controlling shareholder with more than 5% ownership [1] Group 1 - Guiyang Industrial Investment's shareholder intends to transfer more than 51% of its stake in Guiyang Industrial Investment to Guizhou Provincial Industrial Development Co., Ltd. and has signed a letter of intent for the acquisition [1] - This matter is still in the planning stage and carries uncertainties [1] - If the transfer is completed, it may lead to changes in the upper shareholding structure and actual controller of Guiyang Industrial Investment, but it will not change the company's controlling shareholder or actual controller, nor will it affect daily operations and management [1]

Market Overview - The gas sector experienced a decline of 1.74% on November 19, with Shengli Co. leading the drop [1] - The Shanghai Composite Index closed at 3946.74, up 0.18%, while the Shenzhen Component Index closed at 13080.09, down 0.0% [1] Individual Stock Performance - Notable performers in the gas sector included: - Xin Ao Co. (600803) with a closing price of 20.71, up 1.07% and a trading volume of 105,500 shares [1] - Shouhua Gas (300483) closed at 16.75, up 0.42% with a trading volume of 315,300 shares [1] - Guizhou Gas (600903) closed at 7.36, up 0.41% with a trading volume of 321,800 shares [1] - Conversely, Shengli Co. (000407) saw a significant drop of 10.00%, closing at 6.03 with a trading volume of 809,500 shares [2] - Other notable declines included: - Changchun Gas (600333) down 8.00% to 6.90 [2] - Xinjiang Torch (603080) down 5.28% to 22.59 [2] Capital Flow Analysis - The gas sector experienced a net outflow of 535 million yuan from main funds, while retail investors contributed a net inflow of 463 million yuan [2][3] - The breakdown of capital flow showed: - New Natural Gas (603393) had a main fund net inflow of 13.43 million yuan but a retail net outflow of 12.62 million yuan [3] - Guizhou Gas (600903) saw a main fund net inflow of 6.56 million yuan, with a retail net inflow of 202,450 yuan [3] - Shengli Co. (000407) had a significant main fund net outflow of 6.76 million yuan [3]

Group 1 - The core viewpoint of the news is the strong performance of the oil and gas sector, highlighted by the rise of the National Petroleum and Natural Gas Index and specific stocks such as Shun Oil and Victory Shares [1] - The National Petroleum and Natural Gas Index (399439) increased by 1.26%, with significant gains in constituent stocks like Shun Oil (up 10.01%) and Victory Shares (up 9.92%) [1] - The newly published "Regulations on the Planning, Construction, and Operation Management of Oil and Gas Infrastructure" will take effect on January 1, 2025, emphasizing the need for enhanced natural gas reserves and a refined market mechanism for gas storage [1] Group 2 - The OPEC monthly report indicates that despite an agreement to increase production, OPEC+ produced an average of 43.02 million barrels per day in October, a decrease of 73,000 barrels per day from September [1] - The top ten weighted stocks in the National Petroleum and Natural Gas Index as of October 31, 2025, include major companies like China National Petroleum and Sinopec, collectively accounting for 65.09% of the index [2] - The oil and gas ETF (159697) closely tracks the National Petroleum and Natural Gas Index, reflecting the price changes of publicly listed companies in the oil and gas sector [2]

Core Viewpoint - Guizhou Gas announced the share reduction plan by its major shareholders, which may impact the company's stock performance and investor sentiment [1] Group 1: Shareholder Information - Guizhou Industrial Investment Co., Ltd. (Guizhou Gongtou) held 228,701,098 shares, accounting for 19.89% of the total share capital before the reduction plan [1] - Beijing Dongjia Investment Co., Ltd. (Beijing Dongjia) held 215,797,778 shares, representing 18.76% of the total share capital before the reduction plan [1] Group 2: Reduction Details - From August 20, 2025, to October 28, 2025, Guizhou Gongtou reduced its holdings by 10,629,207 shares, which is 0.92% of the total share capital, leaving it with 218,151,891 shares or 18.97% of the total [1] - From September 12, 2025, to November 11, 2025, Beijing Dongjia reduced its holdings by 16,152,000 shares, accounting for 1.40% of the total share capital, resulting in 199,645,778 shares or 17.36% of the total [1]