Group 1 - The POE film concept increased by 2.77%, ranking fourth among concept sectors, with 21 stocks rising, including Jusalong which hit the daily limit up by 20% [1] - Leading stocks in the POE film sector included Lushan New Materials, Changyang Technology, and Tianyang New Materials, which rose by 6.09%, 4.60%, and 4.32% respectively [1] - The stocks with the largest declines included Satellite Chemical, Wanhua Chemical, and Shenzhen Gas, which fell by 2.28%, 1.25%, and 0.93% respectively [1] Group 2 - The POE film sector saw a net inflow of 95 million yuan from main funds, with 11 stocks receiving net inflows [2] - The stock with the highest net inflow was Baofeng Energy, which had a net inflow of 103 million yuan, followed by Jusalong, Shenyang Chemical, and Dingjide with net inflows of 52.82 million yuan, 44.36 million yuan, and 16.98 million yuan respectively [2] - In terms of net inflow ratios, Shenyang Chemical, Baofeng Energy, and Jusalong led with rates of 44.29%, 22.42%, and 19.87% respectively [3] Group 3 - The trading volume and turnover rates for key stocks in the POE film sector were highlighted, with Baofeng Energy at a turnover rate of 0.39% and Jusalong at 19.39% [3] - Other notable stocks included Shenyang Chemical with a turnover rate of 3.48% and Dingjide with 6.33% [3] - The overall performance of the POE film sector indicates strong investor interest and capital inflow, suggesting potential growth opportunities [2][3]

特此公告。 深圳市燃气集团股份有限公司董事会 深圳市燃气集团股份有限公司（以下简称"公司"）第五届董事会第二十二次会议 （临时会议）审议通过注册发行超短期融资券的议案，同意公司于董事会批准之日起24 个月内，向中国银行间市场交易商协会申请注册并在中国境内注册发行本金总额不超过 150亿元人民币的超短期融资券，注册有效期为2年，并在有效期内，根据市场情况、利 率变化及公司自身资金需求在中国境内一次或分期、部分或全部发行，每期发行期限不 超过270天（含270天）。 公司于2025年2月25日完成150亿元人民币的超短期融资券注册，并在2025年4月28 日完成发行2025年度第一期超短期融资券（科创票据），发行结果如下： | 名称 2025 | 深圳市燃气集团股份有限公司 年度第一期超短期融资券 | 简称 | 25 深燃气 | | --- | --- | --- | --- | | | （科创票据） | | SCP001(科创票据) | | 代码 | 012581048 | 期限 | 270 日 | | 计息方式 | 到期还本付息 | 起息日 | 2025 年 4 月 28 日 | | 计划发行总额 | 10 ...

Core Viewpoint - The company reported a decline in revenue for 2024, with a total revenue of 28.35 billion yuan, down 8.3% year-on-year, while net profit attributable to shareholders increased by 1.2% to 1.46 billion yuan. For Q1 2025, revenue rose by 9.5% to 7.51 billion yuan, but net profit fell by 15.5% to 230 million yuan [1][5]. Revenue and Profit Analysis - The company plans a cash dividend of 0.16 yuan per share for 2024, with a cash dividend ratio of approximately 31.6% [2]. - The sales volume growth for gas in 2024 slowed down, primarily due to a decrease in growth outside the Greater Bay Area. However, the Greater Bay Area maintained strong growth, with sales volumes of 5.74 billion cubic meters and 1.64 billion cubic meters for 2024 and Q1 2025, respectively, representing year-on-year increases of 6.6% and 25.1% [3]. Regional Performance - In the Greater Bay Area, city gas sales volumes were 1.37 billion cubic meters and 400 million cubic meters for 2024 and Q1 2025, with year-on-year growth of 9.5% and 10.9%, respectively. Other regions saw gas sales volumes of 2.14 billion cubic meters and 590 million cubic meters, with year-on-year growth of 3.1% and 4.3% [3]. Cost and Margin Analysis - The average selling price of pipeline gas decreased by 1.8% year-on-year, while the average procurement cost fell by 6.1%, leading to a 3.9 percentage point increase in gross margin for the city gas business, contributing to overall performance growth [4]. - The photovoltaic film business and gas engineering faced significant revenue and gross margin declines, with the photovoltaic film sales volume at 655 million square meters, down 2.5%, and revenue down 35% year-on-year, impacting total revenue by 6.6% [4]. Profit Forecast and Valuation - The company is expected to achieve net profits of 1.46 billion yuan, 1.61 billion yuan, and 1.86 billion yuan for 2025 to 2027, with corresponding EPS of 0.51, 0.56, and 0.65 yuan. The current price corresponds to PE valuations of 13x, 11x, and 10x, maintaining a "buy" rating [5].

2025 年 04 月 25 日 深圳燃气 (601139) ——管道燃气盈利提升 气电需求放量在即 上 市 公 司 公用事业 报告原因：有业绩公布需要点评 买入（维持） | 市场数据： | 2025 年 04 月 25 日 | | --- | --- | | 收盘价（元） | 6.49 | | 一年内最高/最低（元） | 8.30/6.15 | | 市净率 | 1.2 | | 息率（分红/股价） | 2.47 | | 流通 A 股市值（百万元） | 18,670 | | 上证指数/深证成指 | 3,295.06/9,917.06 | | 注："息率"以最近一年已公布分红计算 | | | 基础数据: | 2025 年 03 月 31 日 | | --- | --- | | 每股净资产（元） | 5.41 | | 资产负债率% | 58.76 | | 总股本/流通 A 股（百万） | 2,877/2,877 | | 流通 B 股/H 股（百万） | -/- | 一年内股价与大盘对比走势： 04-25 05-25 06-25 07-25 08-25 09-25 10-25 11-25 12-25 01-25 02 ...

股票简称：深圳燃气 股票代码：601139 转债简称：燃 23 转债 转债简称：113067 深圳市燃气集团股份有限公司 向不特定对象发行可转换公司债券 受托管理事务报告 （2024 年度） 债券受托管理人 （深圳市红岭中路 1012 号国信证券大厦 16-26 层） 二零二五年四月 重要声明 本报告依据《可转换公司债券管理办法》《深圳市燃气集团股份有限公司向 不特定对象发行可转换公司债券之债券受托管理协议》（以下简称"《债券受托管 理协议》"）、《深圳市燃气集团股份有限公司向不特定对象发行可转换公司债券募 集说明书》（以下简称"《募集说明书》"）等相关公开信息披露文件、第三方中介 机构出具的专业意见等，由本期可转换公司债券受托管理人国信证券股份有限公 司（以下简称"国信证券"）编制。国信证券对本报告中所包含的从上述文件中 引述内容和信息未进行独立验证，也不就该等引述内容和信息的真实性、准确性 和完整性做出任何保证或承担任何责任。 本报告不构成对投资者进行或不进行某项行为的推荐意见，投资者应对相关 事宜做出独立判断，而不应将本报告中的任何内容据以作为国信证券所作的承诺 或声明。在任何情况下，投资者依据本报告所 ...

Group 1: Aier Eye Hospital - In 2024, Aier Eye Hospital achieved an outpatient volume of 16.94 million, a year-on-year increase of 12.14% [1] - The company reported a total revenue of 20.98 billion yuan, reflecting a growth of 3.02% compared to the previous year [2] - The net profit attributable to shareholders was 3.56 billion yuan, up by 5.87% year-on-year [2] - The company introduced several advanced medical technologies and products, including the INTENSITY™ intraocular lens and new dry eye treatment technology [1][3] Group 2: Tonghuashun - Tonghuashun reported a revenue of 4.19 billion yuan in 2024, marking a 17.47% increase from the previous year [5] - The net profit attributable to shareholders reached 1.82 billion yuan, a significant growth of 30% year-on-year [4][5] - The increase in revenue and profit was primarily driven by a recovery in the securities market and rising demand for financial information services [4] Group 3: Yiwei Lithium Energy - Yiwei Lithium Energy achieved a revenue of 1.28 billion yuan in Q1 2025, with a net profit of 110.11 million yuan, reflecting a 16.60% increase in net profit [7] - The company reported a significant increase in the shipment of energy storage batteries, with a year-on-year growth of 80.54% [8] - The company is expanding into emerging markets such as eVTOL and drones, with ongoing projects and production facilities being established [9] Group 4: Huadong Medicine - Huadong Medicine reported a revenue of 10.74 billion yuan in Q1 2025, a 3.12% increase year-on-year [10] - The net profit attributable to shareholders was 914.71 million yuan, up by 6.06% compared to the same period last year [11] - The company achieved its highest historical level of net profit excluding non-recurring gains and losses, reaching 897.34 million yuan [10] Group 5: Muyuan Foods - Muyuan Foods reported a revenue of 36.06 billion yuan in Q1 2025, a year-on-year increase of 37.26% [17] - The company turned a profit with a net profit of 44.91 billion yuan, compared to a loss of 23.79 billion yuan in the same period last year [18] - The significant growth was attributed to increased pig prices and sales [17] Group 6: China Aluminum - China Aluminum reported a revenue of 55.78 billion yuan in Q1 2025, with a net profit of 3.54 billion yuan, reflecting a year-on-year increase of 58.78% [21] - The company successfully managed market price fluctuations, resulting in increased product sales and profits [21] Group 7: Hengrui Medicine - Hengrui Medicine achieved a revenue of 72.06 billion yuan in Q1 2025, a 20.14% increase year-on-year [22] - The net profit attributable to shareholders was 18.74 billion yuan, up by 36.9% compared to the previous year [22] - The increase in profit was significantly influenced by a licensing payment received during the reporting period [22] Group 8: Bull Group - Bull Group reported a revenue of 16.83 billion yuan in 2024, reflecting a 7.24% increase year-on-year [13] - The net profit attributable to shareholders was 4.27 billion yuan, a growth of 10.39% compared to the previous year [13] - The company experienced growth in its electrical connection and smart lighting businesses, as well as rapid development in its new energy sector [14]

根据中国证监会《上市公司治理准则》《上海证券交易所股 票上市规则》《上海证券交易所上市公司自律监管指引第 1 号— —规范运作》和《公司章程》的有关规定，现就公司董事会审 计委员会 2024 年度工作履职情况报告如下： 一、审计委员会基本情况 公司第五届董事会审计委员会由马莉女士（独立董事）、周 衡翔先生、刘晓琴女士（独立董事）及李耀先生（独立董事） 担任，委员会主任由会计学教授马莉女士担任。 二、审计委员会年度会议召开情况 报告期内，公司第五届董事会审计委员会根据《公司法》《上 市公司治理准则》《公司章程》及其他有关规定，积极履行职责， 具体如下： 深圳燃气董事会审计委员会 2024 年度 履职情况报告 2024 年度，审计委员会共召开了 8 次会议，分别是： （一）2024 年 1 月 22 日，召开董事会审计委员会 2024 年 第一次会议暨 2023 年年报编制独立董事见面会，听取《2023 年度经营管理情况和重大项目进展情况》《2023 年度财务状况和 经营成果》《2023 年内部审计工作报告》《关于募集资金使用情 况等事项的专项检查报告》和《关于 2023 年内部审计工作计划 执行情况的报告》，审 ...

证券代码：601139 证券简称：深圳燃气 公告编号：2025-016 债券代码：113067 债券简称：燃 23 转债 深圳燃气关于续聘 2025 年度审计机构的公告 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： 拟聘任的会计师事务所名称：德勤华永会计师事务所（特殊普通合伙） 一、拟聘任会计师事务所的基本情况 1. 基本信息 德勤华永会计师事务所（特殊普通合伙）（以下简称"德勤华永"）的前身是 1993 年 2 月成立的沪江德勤会计师事务所有限公司，于 2002 年更名为德勤华永会计师事 务所有限公司，于 2012 年 9 月经财政部等部门批准转制成为特殊普通合伙企业。注 册地址为上海市黄浦区延安东路 222 号 30 楼。 德勤华永具有财政部批准的会计师事务所执业证书，并经财政部、中国证监会 批准，获准从事 H 股企业审计业务。德勤华永已根据财政部和中国证监会《会计师 事务所从事证券服务业务备案管理办法》等相关文件的规定进行了从事证券服务业 务备案。德勤华永过去二十多年来一直从事证券期货相关服务业务，具有 ...

国信证券股份有限公司 关于深圳市燃气集团股份有限公司 2024 年度募集资金存放与使用专项核查报告 国信证券股份有限公司（以下简称"保荐机构"或"国信证券"）作为深圳 市燃气集团股份有限公司（以下简称"深圳燃气"或"公司"）2023 年向不特 定对象发行可转换公司债券的保荐机构，根据《证券发行上市保荐业务管理办法》 《上市公司监管指引第 2 号——上市公司募集资金管理和使用的监管要求》《上 海证券交易所股票上市规则》《上海证券交易所上市公司自律监管指引第 1 号 ——规范运作》等法律法规的要求，对深圳燃气 2024 年度募集资金存放与实际 使用情况进行了核查，核查情况如下： 一、保荐机构进行的核查工作 国信证券保荐代表人通过与公司管理层、财务部工作人员、募投项目相关工 作人员等人员交流，查阅了公司募集资金管理制度、募集资金使用台账、募集资 金专户银行对账单及相关支出合同，查阅了公司募集资金存放与实际使用情况的 专项报告、会计师关于募集资金存放与实际使用情况专项报告的审核报告及其相 关底稿，从公司募集资金的管理、募集资金的使用、募集资金的信息披露情况等 方面对公司发行可转换公司债券募集资金的存放与使用情况进行了 ...

| 证券代码：601139 | 证券简称：深圳燃气 | | 公告编号：2025-018 | | --- | --- | --- | --- | | 债券代码：113067 | 债券简称：燃 23 | 转债 | | 深圳燃气关于 2025 年度日常关联交易预计的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 一、日常关联交易基本情况 深圳市燃气集团股份有限公司（以下简称"公司"）2025 年度预计与关联 人香港中华煤气有限公司的下属公司发生日常经营性关联交易 843 万元，2024 年度同类交易实际发生 1,207 万元；2025 年度预计与关联人黄维义先生任职副董 事长企业的全资子企业发生日常经营性关联交易 55,000 万元，2024 年度同类交 易实际发生 5,439 万元。公司 2025 年度预计与上述关联人发生日常经营性关联 交易总金额 55,843 万元，2024 年度同类交易实际发生 6,647 万元。 （一）日常关联交易履行的审议程序 2025 年 4 月 11 日，公司召开董事会审计委 ...