截至发稿，缪玮彬累计任职时间8年343天，现任基金资产总规模14.32亿元，任职期间最佳基金回报 589.61%， 任职期间最差基金回报-28.79%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，金元顺安基金旗下1只基金位居水发燃气十大流通股东。金元顺安元启灵活配置混合 （004685）三季度新进十大流通股东，持有股数213.11万股，占流通股的比例为0.56%。根据测算，今 日浮亏损失约76.72万元。连续4天下跌期间浮亏损失98.03万元。 金元顺安元启灵活配置混合（004685）成立日期2017年11月14日，最新规模14.32亿。今年以来收益 44.72%，同类排名1035/8136；近一年收益47.76%，同类排名687/8056；成立以来收益575.87%。 金元顺安元启灵活配置混合（004685）基金经理为缪玮彬。 11月21日，水发燃气跌5.03%，截至发稿，报6.79元/股，成交5058.27万元，换手率1.88%，总 ...

11月20日，水发燃气跌1.24%，成交额5467.76万元。两融数据显示，当日水发燃气获融资买入额358.52 万元，融资偿还464.89万元，融资净买入-106.37万元。截至11月20日，水发燃气融资融券余额合计1.23 亿元。 融资方面，水发燃气当日融资买入358.52万元。当前融资余额1.23亿元，占流通市值的4.50%，融资余 额低于近一年10%分位水平，处于低位。 融券方面，水发燃气11月20日融券偿还0.00股，融券卖出200.00股，按当日收盘价计算，卖出金额 1430.00元；融券余量200.00股，融券余额1430.00元，超过近一年50%分位水平，处于较高位。 资料显示，水发派思燃气股份有限公司位于山东省济南市历城区经十东路33399号水发大厦10层，成立 日期2002年12月4日，上市日期2015年4月24日，公司主营业务涉及煤气、燃气系统工程设备的生产及安 装自产产品。主营业务收入构成为：燃气运营54.84%，LNG业务30.28%，燃气设备8.84%，分布式能源 服务5.75%，其他(补充)0.30%。 截至11月10日，水发燃气股东户数2.80万，较上期增加1.02%；人均流通 ...

Core Viewpoint - Water Development Gas (603318.SH) is taking multiple measures to reduce financial pressure, including the divestiture of loss-making assets and a capital increase to its controlling shareholder [1][2]. Group 1: Asset Divestiture - Water Development Gas plans to publicly transfer 100% equity of its wholly-owned subsidiary, Yichuan Water Development Gas Co., Ltd., along with all debts owed to it, with a minimum total listing price of 35.32 million yuan [1]. - The divestiture aims to align with the company's strategic positioning and current gas market conditions, helping to integrate resources, reduce management costs, and improve asset operational efficiency [1]. - Yichuan Water Development has been continuously losing money, with revenues of 2.67 million yuan and 2.49 million yuan for the first nine months of 2024 and 2025, respectively, and net profits of -2.06 million yuan and -1.17 million yuan [1]. Group 2: Financial Performance - For the first three quarters of 2025, Water Development Gas reported revenues of 1.807 billion yuan, a year-on-year decrease of 3.67%, and a net loss attributable to shareholders of -45.47 million yuan, a decline of 171.15% [2]. - The company experienced a significant drop in net profit due to reduced revenue from gas operations, goodwill impairment, and provisions for litigation losses [2]. - However, in the third quarter, the company achieved revenues of 618 million yuan, a year-on-year increase of 4.43%, and a net profit of 15.59 million yuan, a growth of 26.68% [2]. Group 3: Capital Increase - On November 14, Water Development Gas's application for a capital increase was approved by the Shanghai Stock Exchange, aiming to issue up to 95.6023 million shares to its controlling shareholder, Water Development Group, raising up to 500 million yuan [3]. - The funds raised will be used entirely for repaying interest-bearing debts of the company and its subsidiaries [3]. - Following the issuance, Water Development Group will maintain its status as the controlling shareholder, and the proportion of shares controlled by the Shandong State-owned Assets Supervision and Administration Commission will increase [3].

Core Viewpoint - Water Development Gas (603318) announced that there are no overdue guarantees as of November 18 [1] Group 1 - The company confirmed the absence of overdue situations regarding its guarantees [1]

Group 1 - The company, ShuiFa Gas, announced a total external guarantee amount of approximately RMB 763 million, which accounts for 51.25% of the latest audited net assets [1] - The total guarantee provided to its controlling subsidiaries is approximately RMB 753 million, representing 50.57% of the latest audited net assets [1] - For the year 2024, the revenue composition of ShuiFa Gas is as follows: Energy comprehensive services account for 57.57%, LNG (LPG) gas sales account for 31.57%, gas equipment business accounts for 10.24%, and other businesses account for 0.62% [1] Group 2 - As of the report date, the market capitalization of ShuiFa Gas is RMB 3.4 billion [2]

证券代码：603318 证券简称：水发燃气 公告编号：2025-061 关于为全资子公司提供担保的公告 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： 担保对象及基本情况 | | | 被担保人名称 | | 鄂尔多斯市水发燃气有限公司 | | | --- | --- | --- | --- | --- | --- | | 担 | 保 对 | 本次担保金额 | 3,000 | 万元 | | | 象 | | 实际为其提供的担保余额 | 31,000 | 万元 | | | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | | 本次担保是否有反担保 | 是 | 否 | □不适用：_________ | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | | 截至本公告日上市公司及其控股子 公司对外担保总额（万元） | 76,250.03 | | 对外担保总额占上市公司最近一期 经审计净资产的比例（%） | 51.25% | | 特别 ...

Core Viewpoint - The company has signed a guarantee contract with China Everbright Bank for a short-term loan of 30 million RMB for its wholly-owned subsidiary, indicating a strategic move to secure funding for operational liquidity [1] Group 1: Loan and Guarantee Details - The guarantee provided is for a short-term working capital loan of 30 million RMB, with a maximum principal balance of 30 million RMB [1] - The guarantee period is set for three years from the date of debt fulfillment [1] - This guarantee falls within the company's estimated guarantee limit for the year 2025, and no counter-guarantee is required [1] Group 2: Financial Position - As of the announcement date, the total external guarantees provided by the company and its subsidiaries amount to 76,250.03 million RMB [1] - This total represents 51.25% of the company's most recent audited net assets [1]

Core Viewpoint - The company intends to publicly transfer 100% equity and all debts of its subsidiary, Yichuan Shuifa Gas Co., Ltd., with a minimum total listing price of 35.33 million yuan [2][4]. Group 1: Transaction Overview - The company plans to transfer 100% equity of Yichuan Shuifa for a base price of 4.3729 million yuan and all debts amounting to 30.9569 million yuan, totaling at least 35.3298 million yuan [2][4]. - The final transfer price will depend on the bidding price from the buyer [2][4]. - The transaction does not constitute a major asset restructuring and does not require shareholder approval [3][6]. Group 2: Financial Impact - The transaction is expected to have a minimal impact on the company's current profit and loss, estimated at 0.023 million yuan [15]. - After the transaction, the company will no longer hold any equity in Yichuan Shuifa and will not provide any guarantees or financial support to it [3][15]. Group 3: Valuation and Assessment - The valuation of Yichuan Shuifa's equity was assessed at 4.3729 million yuan based on a report from Zhonglian Asset Appraisal Group, with a slight increase of 0.23 million yuan, representing a 0.05% increase [10][14]. - Two valuation methods were used: the asset-based method and the income method, with the income method being deemed more reliable for this assessment [12][14]. Group 4: Transaction Process - The transaction will proceed through a public listing process, and the buyer's identity and transaction details will be disclosed after completion [8][15]. - The payment for the transaction will be made in installments, with at least 30% due at the signing of the contract [15].

Core Viewpoint - The company is planning to transfer 100% equity and all debts of its subsidiary, Yichuan Shuhua Gas Co., Ltd., through public listing, with a total minimum price of 35.33 million yuan [1][2] Group 1: Transaction Details - The equity transfer price for Yichuan Shuhua is set at 4.3729 million yuan, while the debt transfer price is 30.9569 million yuan, totaling no less than 35.3298 million yuan [1] - The transaction will be conducted with an initial payment of at least 30% of the total price, with the remaining amount to be paid within one year of contract signing [1] - After the transaction, the company will no longer provide financial support or guarantees for Yichuan Shuhua [2] Group 2: Strategic Alignment - The transaction aligns with the company's strategic positioning and current gas market conditions, aiming to integrate resources, reduce management costs, and improve asset operation efficiency [2] - The company focuses on natural gas, with operations in urban gas, LNG production, distributed energy, and high-end gas equipment manufacturing across various provinces [2] Group 3: Financial Performance - For the first three quarters of 2025, the company reported revenue of 1.807 billion yuan, a decrease of 3.67% year-on-year, and a net loss of 45.469 million yuan, a decline of 171.15% [3] - In Q3 2025, the company achieved revenue of 618 million yuan, a year-on-year increase of 4.43%, and a net profit of 15.588 million yuan, up 26.68% [3] - The company plans to overcome external pressures by focusing on core business, reducing costs, enhancing digital management, optimizing industry layout, and exploring new growth points [3]

本次交易不构成重大资产重组。 — 1 — 本次交易未达到股东会审议标准，在公司董事会审议通 过后，无需提交股东会审议。本次交易在公司董事会审议通过后， 尚须公开挂牌转让。 本次交易完成后，公司全资子公司水发新能源将不再持 有伊川水发股权。上市公司将不存在为伊川水发提供担保、委托 伊川水发理财、以及其占用上市公司资金等方面的情况。 证券代码：603318 证券简称：水发燃气 公告编号：2025-060 关于公开挂牌转让伊川水发燃气有限公司 100%股权及相关债权的公告 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： 水发派思燃气股份有限公司（以下简称"公司"）全资 子公司水发新能源有限公司（以下简称"水发新能源"）拟将全 资子公司伊川水发燃气有限公司（以下简称"伊川水发"）100% 股权及公司对伊川水发全部债权通过公开挂牌转让。伊川水发 100%股权对应挂牌底价为 437.29 万元，公司对伊川水发全部债 权对应挂牌底价为 3,095.69 万元，合计挂牌价格不低于 3,532.98 万元。最终转让价格取决于受 ...