Market Overview - The gas sector experienced a decline of 0.35% on November 7, with ST Jinhong leading the losses [1] - The Shanghai Composite Index closed at 3997.56, down 0.25%, while the Shenzhen Component Index closed at 13404.06, down 0.36% [1] Individual Stock Performance - Notable gainers in the gas sector included: - Chongqing Gas (600917) with a closing price of 6.25, up 4.17% and a trading volume of 385,400 shares [1] - Delong Huineng (000593) closed at 10.12, up 3.27% with a trading volume of 460,300 shares [1] - Xinjiang Torch (603080) closed at 24.55, up 1.32% with a trading volume of 73,400 shares [1] - Major decliners included: - ST Jinwan (000669) closed at 3.27, down 4.39% with a trading volume of 178,000 shares [2] - Fuan Energy (002911) closed at 13.00, down 4.13% with a trading volume of 269,700 shares [2] - Shandong Public Utilities (600635) closed at 6.60, down 2.22% with a trading volume of 1,488,300 shares [2] Capital Flow Analysis - The gas sector saw a net outflow of 232 million yuan from main funds, while retail investors contributed a net inflow of 219 million yuan [2] - The main funds' net inflow for specific stocks included: - Delong Huineng with a net inflow of 41.17 million yuan [3] - Chongqing Gas with a net inflow of 22.81 million yuan [3] - Conversely, significant outflows were observed in: - Chongqing Gas with a net outflow of 31.43 million yuan from retail investors [3] - Delong Huineng with a net outflow of 45.60 million yuan from retail investors [3]

Core Viewpoint - Chengdu Gas (603053.SH) reported a slight decline in revenue and net profit for the first three quarters of 2025 compared to the previous year [1] Financial Performance - The total operating revenue for the first three quarters reached 3.777 billion yuan, representing a year-on-year decrease of 0.78% [1] - The net profit attributable to shareholders was 416 million yuan, showing a year-on-year decline of 0.84% [1] - The basic earnings per share stood at 0.47 yuan [1]

Core Insights - Chengdu Gas reported a slight decline in revenue and net profit for the first three quarters of 2025, with total revenue at 3.777 billion yuan, down 0.78% year-on-year, and net profit at 416 million yuan, down 0.84% year-on-year [1][2] Financial Performance - The company's basic earnings per share for the reporting period was 0.47 yuan, with a weighted average return on equity of 8.69% [1] - The gross margin for the first three quarters was 21.25%, an increase of 0.93 percentage points year-on-year, while the net margin was 11.57%, up 0.08 percentage points year-on-year [1] - In Q3 2025, the gross margin improved to 29.38%, up 5.05 percentage points year-on-year and 9.92 percentage points quarter-on-quarter, with a net margin of 15.34%, an increase of 1.36 percentage points year-on-year and 6.24 percentage points quarter-on-quarter [1] Expense Analysis - Total operating expenses for the company were 315 million yuan, an increase of 787,000 yuan year-on-year, with an expense ratio of 8.34%, up 0.09 percentage points year-on-year [2] - Sales expenses decreased by 2.89% year-on-year, while management expenses increased by 10.04%. R&D expenses saw a significant decrease of 72.95%, and financial expenses decreased by 0.55% [2] Shareholder Information - As of the end of Q3 2025, the total number of shareholders was 21,200, an increase of 1,038 from the end of the previous half-year, representing a growth of 5.14% [2] - The average market value per shareholder rose from 422,800 yuan to 435,200 yuan, an increase of 2.93% [2] Company Overview - Chengdu Gas, established on April 11, 1986, and listed on December 17, 2019, is based in Chengdu, Sichuan Province. Its main business includes urban gas distribution, sales, engineering construction, and gas meter sales [2] - The revenue composition is as follows: gas sales account for 85.23%, other services for 9.15%, and gas connection services for 5.62% [2] - The company operates within the public utility sector, specifically in gas distribution, and is associated with concepts such as Western Development, natural gas, carbon neutrality, hydrogen energy, and the Chengdu-Chongqing economic circle [2]

Group 1 - Chengdu Gas (SH 603053) announced the convening of its 15th meeting of the third board of directors on October 30, 2025, to review the proposal for the third quarter report of 2025 [1] - For the year 2024, Chengdu Gas's revenue composition is as follows: gas sales account for 85.23%, other services account for 9.15%, and home installation accounts for 5.62% [1] - As of the report date, Chengdu Gas has a market capitalization of 9.4 billion yuan [1]

（网址：http://roadshow.sseinfo.com/） 12 日（星期三）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（cdgasdb@cdgas.com）进行提问。 一、说明会类型 公司于2025年10月31日在上海证券交易所网站（www.sse.com.cn） 披露了公司《2025 年第三季度报告》及相关公告。为增强与投资者 的交流，使广大投资者更加全面、深入地了解公司情况，公司定于 2025 年 11 月 13 日（星期四）16:00-17:00 以网络互动方式召开 2025 年第三季度业绩说明会，在信息披露规则允许的范围内就投资者普遍 关注的问题进行解答。 二、说明会召开的时间、地点 证券代码：603053 证券简称：成都燃气 公告编号：2025-036 成都燃气集团股份有限公司 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： 1.会议召开时间：2025 年 11 月 13 日（星期四）16:00-17:00； ...

证券代码：603053 证券简称：成都燃气 公告编号：2025-035 成都燃气集团股份有限公司 第三届监事会第九次会议决议公告 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 担法律责任。 一、监事会会议召开情况 成都燃气集团股份有限公司（以下简称"成都燃气"或"公司"） 第三届监事会第九次会议（以下简称"本次会议"）于 2025 年 10 月 30 日以通讯方式召开，会议通知于 2025 年 10 月 24 日以书面、电话、 邮件等方式送达。本次会议应出席监事 5 名，实际出席监事 5 名，本 次会议由监事会主席霍志昌先生主持。本次会议的召开程序符合《中 华人民共和国公司法》《成都燃气集团股份有限公司章程》（以下简 称"公司章程"）和《成都燃气集团股份有限公司监事会议事规则》的 有关规定。 二、监事会会议审议情况 出席会议的监事审议并以记名方式投票表决通过了如下议案： （一）审议通过《关于 2025 年第三季度报告的议案》 三、备查文件 成都燃气第三届监事会第九次会议决议 特此公告。 成都燃气集团股份有限公司监事会 2025 年 10 ...

Financial Performance - Q3 2025 operating revenue was CNY 952,467,698.59, a decrease of 12.01% year-over-year[4] - Total profit for Q3 2025 was CNY 172,919,765.52, down 1.42% compared to the same period last year[4] - Net profit attributable to shareholders for Q3 2025 was CNY 139,896,359.03, reflecting a decline of 4.13% year-over-year[4] - Year-to-date revenue reached CNY 3,777,088,133.10, a slight decrease of 0.78% compared to the previous year[4] - Total operating revenue for the first three quarters of 2025 was CNY 3,300,538,466.17, a decrease of 1.7% compared to CNY 3,357,105,349.53 in the same period of 2024[26] - Net profit for the first three quarters of 2025 was CNY 417,568,243.09, down from CNY 441,438,606.05 in the first three quarters of 2024, representing a decline of 5.4%[27] Assets and Liabilities - Total assets as of the end of the reporting period were CNY 8,395,019,869.76, an increase of 2.39% from the end of the previous year[5] - Current assets as of September 30, 2025, amounted to RMB 3,955,444,432.70, an increase from RMB 3,660,656,607.60 at the end of 2024[14] - Non-current assets totaled RMB 4,439,575,437.06 as of September 30, 2025, down from RMB 4,538,184,430.16 at the end of 2024[15] - Total liabilities as of September 30, 2025, were RMB 3,288,824,973.55, slightly up from RMB 3,255,632,755.72 at the end of 2024[16] - Total assets as of September 30, 2025, amounted to CNY 7,553,885,691.48, an increase from CNY 7,378,142,011.69 at the end of 2024[24] - Total liabilities as of September 30, 2025, were CNY 2,925,091,455.51, slightly up from CNY 2,895,790,823.52 at the end of 2024[24] Shareholder Information - Shareholders' equity attributable to the parent company was CNY 4,824,283,438.81, up 3.21% from the previous year-end[5] - The top two shareholders, Chengdu Urban Construction Investment Management Group and China Resources Gas Investment, hold 36.90% and 32.40% of shares, respectively[11] - The total number of ordinary shareholders at the end of the reporting period was 21,240[11] Earnings and Cash Flow - Basic earnings per share for Q3 2025 were CNY 0.16, down 4.13% year-over-year[5] - The company reported a net cash flow from operating activities of CNY 610,191,504.32, a decrease of 15.46% year-to-date[5] - Cash flow from operating activities generated ¥610,191,504.32, down from ¥721,777,441.13, a decrease of approximately 15.43%[21] - Earnings per share for the first three quarters of 2025 were CNY 0.47, compared to CNY 0.50 in the same period of 2024, a decrease of 6.0%[27] Cash and Investments - Cash and cash equivalents increased to RMB 3,011,144,493.83 from RMB 2,781,893,369.54 at the end of 2024[14] - Cash and cash equivalents at the end of the period increased to ¥640,434,165.21 from ¥479,470,961.89, an increase of approximately 33.57%[21] - Total cash inflow from investment activities increased to RMB 2,344,932,339.60 in 2025, up by 34.6% from RMB 1,743,275,842.50 in 2024[29] - The net cash flow from investment activities was RMB 86,205,777.20 in 2025, recovering from a negative RMB 331,595,106.13 in 2024[29] Research and Development - Research and development expenses decreased significantly to ¥2,536,394.73 from ¥9,375,203.67, a reduction of approximately 72.94%[18] - Research and development expenses for the first three quarters of 2025 were CNY 2,536,394.73, significantly lower than CNY 9,375,203.67 in the same period of 2024, indicating a reduction of 72.9%[26]

证券代码：603053 证券简称：成都燃气 公告编号：2025-034 成都燃气集团股份有限公司 第三届董事会第十五次会议决议公告 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 担法律责任。 一、董事会会议召开情况 出席会议的董事审议并以记名方式投票表决通过了如下议案： （一）审议通过《关于 2025 年第三季度报告的议案》 董事会审核公司 2025 年第三季度报告后，一致认为：公司 2025 年第三季度报告编制和审核的程序符合相关法律法规的规定，报告内 1 容真实、准确、完整地反映了公司 2025 年第三季度经营的实际情况， 不存在任何虚假记载、误导性陈述或重大遗漏。 表决结果：13 票同意，0 票反对，0 票弃权。 具体内容详见同日刊载于上海证券交易所网站（www.sse.com.cn） 的《成都燃气集团股份有限公司 2025 年第三季度报告》。 成都燃气集团股份有限公司（以下简称"成都燃气"或"公司"） 第三届董事会第十五次会议（以下简称"本次会议"）于 2025 年 10 月 30 日以现场会议和通讯方式相结合的方式召开，会议通 ...

Market Performance - The gas sector increased by 2.93% compared to the previous trading day, with Kaitan Gas leading the gains [1] - The Shanghai Composite Index closed at 3863.89, up 0.63%, while the Shenzhen Component Index closed at 12813.21, up 0.98% [1] Individual Stock Performance - Kaitan Gas (code: 920010) closed at 15.77, up 10.43% with a trading volume of 250,200 shares and a transaction value of 375 million yuan [1] - Baichuan Energy (code: 600681) closed at 4.57, up 10.12% with a trading volume of 1,213,600 shares [1] - Changchun Gas (code: 600333) closed at 7.98, up 10.07% with a trading volume of 1,189,100 shares [1] - Guo Xin Energy (code: 600617) closed at 4.40, up 10.00% with a trading volume of 2,466,200 shares [1] - Other notable performers include Dazhong Public Utilities (up 9.94%) and Tianhao Energy (up 8.85%) [1] Capital Flow - The gas sector saw a net inflow of 365 million yuan from main funds, while retail investors experienced a net outflow of 290 million yuan [2][3] - Main funds showed significant net inflows in Dazhong Public Utilities (3.09 million yuan) and Guizhou Gas (36.58 million yuan) [3] - Retail investors had notable outflows in several stocks, including Dazhong Public Utilities and Guizhou Gas [3]

Core Viewpoint - The gas sector is experiencing a significant increase in stock prices, with Shouhua Gas rising over 10% and other companies in the sector following suit, indicating a positive market sentiment towards gas companies [1] Company Performance - Shouhua Gas has seen its stock price increase by more than 10% [1] - Guo Xin Energy previously reached its price limit, indicating strong investor interest [1] - Other companies such as Changchun Gas, Hongtong Gas, Chengdu Gas, and Tianhao Energy also experienced stock price increases, reflecting a broader trend in the gas industry [1]