证券之星消息，8月1日燃气板块较上一交易日上涨1.0%，胜通能源领涨。当日上证指数报收于3559.95， 下跌0.37%。深证成指报收于10991.32，下跌0.17%。燃气板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 001331 | 胜通能源 | 13.99 | 9.98% | 4.91万 | 6875.43万 | | 300332 | 天壕能源 | 5.29 | 4.75% | 49.10万 | 2.58亿 | | 605090 | 九丰能源 | 28.04 | 4.20% | 1 8.07万 | 2.22亿 | | 300435 | 中泰股份 | 15.92 | 2.64% | 14.70万 | 2.34亿 | | 603080 | 新疆火炬 | 18.82 | 2.62% | 5.63万 | 1.05亿 | | 000593 | 德龙汇能 | 6.38 | 2.08% | 8.52万 | 5424.43万 | | 603706 | 东方环宇 | 21.07 | ...

Core Insights - New Natural Gas (603393.SH) has reported significant resource potential in the Kashgar North District, with discovered favorable structural belts predicting over 100 million tons of crude oil and over 100 billion cubic meters of natural gas [1] Group 1 - The area of the mining zone in the Kashgar North District is extensive, with three favorable structural belts identified [1] - The company has deployed exploration wells in the A-Shen 1 and Wu-Xi 3 closures, with drilling expected to be completed by the end of this year or early next year [1] - The investment direction and workload for 2026 will be determined based on the data and results obtained from the drilling [1]

证券之星消息，新天然气(603393)07月31日在投资者关系平台上答复投资者关心的问题。 投资者提问：董秘，喀什北第二指定区域试油是否取得较大进展？勘探是否有了最终定论？今年下半年 是否有一定开发强度？何时迎来较大规模产油产气？ 新天然气回复：尊敬的投资者，您好。喀什北第二区域涉及矿区面积很大，根据最新的评估，已发现的 三个有利构造带，预测资源量原油超亿吨，天气然超千亿方。目前，已经在阿深1圈闭、乌西3圈闭分别 部署一口探井，预计年底或明年年初完成钻探。届时，视相关钻探所掌握的资料和钻探成效，部署2026 年的投资方向和工作量。感谢您的关注。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

格隆汇7月31日丨新天然气(603393.SH)在互动平台表示，喀什北第二区域涉及矿区面积很大，根据最新 的评估，已发现的三个有利构造带，预测资源量原油超亿吨，天气然超千亿方。目前，已经在阿深1圈 闭、乌西3圈闭分别部署一口探井，预计年底或明年年初完成钻探。届时，视相关钻探所掌握的资料和 钻探成效，部署2026年的投资方向和工作量。 ...

证券之星消息，根据天眼查APP数据整理，近日，哈密明新新能源有限公司成立，法定代表人为严丹 华，注册资本5000万元，经营范围包含：一般项目：新兴能源技术研发；工程和技术研究和试验发展； 资源再生利用技术研发；能量回收系统研发；储能技术服务；技术服务、技术开发、技术咨询、技术交 流、技术转让、技术推广。(除依法须经批准的项目外，凭营业执照依法自主开展经营活动)。天眼查 APP股权穿透显示，该公司由新天然气、共青城财恒投资合伙企业(有限合伙)、克拉玛依市城市建设投 资发展有限责任公司共同持股。 数据来源：天眼查APP ...

金融界消息 截至2025年7月30日收盘，新天然气（603393）报收于29.5元，上涨0.85%，换手率1.09%， 成交量4.63万手，成交金额1.37亿元。 资金流向方面，今日主力资金净流出1071.06万元，占比成交额7.82%。其中，超大单净流入118.85万 元、占成交额0.87%，大单净流出1189.91万元、占成交额8.69%，中单净流出流出256.72万元、占成交 额1.87%，小单净流入1327.77万元、占成交额9.7%。 天眼查商业履历信息显示，新疆鑫泰天然气股份有限公司，成立于2002年，位于乌鲁木齐市，是一家以 从事燃气生产和供应业为主的企业。企业注册资本42392.1327万人民币，实缴资本5978万人民币。公司 法定代表人为张蜀。 通过天眼查大数据分析，新疆鑫泰天然气股份有限公司共对外投资了21家企业，参与招投标项目7次， 知识产权方面有商标信息4条，专利信息2条，此外企业还拥有行政许可7个。 来源：金融界 新天然气最新一期业绩显示，截至2025一季报，公司营业总收入10.64亿元、同比减少5.95%，归属净利 润3.77亿元，同比增长13.72%，扣非净利润3.58亿元，同比 ...

Group 1 - The gas sector experienced a 0.6% increase on July 30, with Shengtong Energy leading the gains [1] - The Shanghai Composite Index closed at 3615.72, up 0.17%, while the Shenzhen Component Index closed at 11203.03, down 0.77% [1] - Shengtong Energy's stock price rose by 9.99% to 11.56, with a trading volume of 187,100 shares and a transaction value of 207 million yuan [1] Group 2 - The gas sector saw a net outflow of 11.82 million yuan from institutional funds, while retail investors contributed a net inflow of 25.32 million yuan [2] - The trading data indicates that ST Jinjing and Shouhua Gas also experienced notable price increases of 5.05% and 4.78%, respectively [1][2] - The overall trading volume for the gas sector was significant, with Shouhua Gas recording a transaction value of 481 million yuan [1]

Investment Rating - The report recommends a positive investment outlook for several companies in the oil and gas sector, highlighting their strong earnings certainty and high dividend characteristics [4][12]. Core Insights - Oil prices are expected to remain volatile in the short term, with OPEC+ likely to maintain its current production increase plans, leading to a potential increase of 548,000 barrels per day in September [1][9]. - The report emphasizes the impact of ongoing trade disputes, particularly between the EU and the US, which could affect market dynamics and economic outlook [1][9]. - The US oil production has decreased, while refinery processing rates have increased, indicating a shift in the supply-demand balance [10][11]. Summary by Sections Industry Overview - The OPEC+ Joint Ministerial Monitoring Committee (JMMC) is scheduled to meet on July 28, with a separate meeting for eight member countries regarding voluntary production cuts on August 3 [1][9]. - Current market expectations suggest no adjustments to the existing production increase plans, with a full lifting of previous cuts anticipated [1][9]. Market Performance - As of July 25, the Brent crude oil futures price was $68.44 per barrel, down 1.21% week-on-week, while WTI futures settled at $65.16 per barrel, down 3.24% [10][37]. - The report notes a decrease in US crude oil production to 13.27 million barrels per day, a reduction of 100,000 barrels from the previous week [10][11]. Company Performance - The report provides earnings forecasts and valuations for key companies, including: - China National Petroleum Corporation (PetroChina) with a recommended rating and an estimated EPS of 0.90 yuan for 2024 [5]. - China National Offshore Oil Corporation (CNOOC) also recommended, with an estimated EPS of 2.90 yuan for 2024 [5]. - Sinopec (China Petroleum & Chemical Corporation) is highlighted for its high dividend yield and integrated operations [5][12]. Investment Recommendations - The report suggests focusing on companies with strong resource advantages and robust risk management capabilities, such as PetroChina, CNOOC, and Sinopec [4][12]. - It also recommends monitoring companies in growth phases, like Zhongman Petroleum and New Natural Gas, which are encouraged by domestic policies to increase oil and gas reserves [4][12].

Investment Rating - The report recommends a positive investment outlook for the oil and gas sector, highlighting specific companies with strong performance and dividend potential [12]. Core Insights - OPEC+ is increasing production as planned, with a June 2025 output rise of 458,000 barrels per day, slightly above the target of 411,000 barrels per day, indicating strong production momentum [1][9]. - Major international oil agencies, including EIA and IEA, have raised their forecasts for supply growth in 2025, with EIA adjusting supply and demand growth by 26,000 and 1,000 barrels per day respectively [2][9]. - The report notes a decrease in U.S. crude oil production and refinery processing rates, with production at 13.38 million barrels per day, down by 100,000 barrels from the previous week [3][10]. Summary by Sections Oil Price Performance - As of July 18, 2025, Brent crude futures settled at $69.28 per barrel, a decrease of 1.53% week-on-week, while WTI futures settled at $67.34 per barrel, down 1.62% [10][43]. Supply and Demand Dynamics - EIA forecasts global supply and demand for 2025 at 10,461 million and 10,354 million barrels per day, respectively, indicating a surplus of 1.07 million barrels per day [2][9]. - OPEC's forecast for 2025 non-DOC supply is 6,265 million barrels per day, with global demand at 10,513 million barrels per day, suggesting a supply-demand gap if DOC maintains its production [2][9]. Company Performance and Recommendations - The report highlights specific companies for investment: - China National Petroleum Corporation (PetroChina) with a target PE of 10 for 2024A and a recommendation to buy [5]. - China National Offshore Oil Corporation (CNOOC) with a target PE of 9 for 2024A and a recommendation to buy [5]. - Sinopec with a target PE of 14 for 2024A and a recommendation to buy [5]. - Zhongman Petroleum with a recommendation to buy due to its growth potential [12]. - New Natural Gas with a recommendation to buy, focusing on its growth phase [12]. Market Trends - The oil and gas sector has shown resilience, with the sector index rising by 1.6% as of July 18, 2025, outperforming the broader market indices [13][18].

Investment Rating - The report maintains an "Overweight" rating for the public utility industry, expecting the industry index to outperform the market index by more than 10% in the next six months [47]. Core Insights - The public utility index increased by 0.7% over the past two weeks, underperforming the CSI 300 index by 0.9 percentage points, ranking 23rd among 31 industries [5][12]. - The report highlights significant growth in the number of market participants in the electricity sector, with 816,000 entities expected in 2024, a year-on-year increase of 8.9% [43]. - The report suggests focusing on specific companies such as Huadian International and Guodian Power in the thermal power sector, and Xin'ao Co., Jiufeng Energy, and New Natural Gas in the gas sector due to favorable market conditions [43][44]. Summary by Sections 1. Market Review - As of July 17, the public utility index has seen a 0.7% increase year-to-date, lagging behind the CSI 300 index by 1.8 percentage points, ranking 24th among 31 industries [5][12]. - All sub-sectors of the public utility index experienced growth, with the heating service sector rising by 5.2% and the photovoltaic power sector by 4.0% [14]. 2. Industry Valuation - The public utility sector's price-to-earnings (P/E) ratio is currently at 18.5 times, with the photovoltaic sector having a notably high P/E ratio of 776.9 times [20][21]. 3. Industry Data Tracking - The average price of Shenxi Yulin thermal coal (Q6000) was 584 RMB/ton, down 2.1% from the previous value, while the average price at Qinhuangdao Port (Q5500) was 623 RMB/ton, up 1.6% [33][36]. 4. Key Industry News - The National Development and Reform Commission has issued a response regarding the normalization of electricity trading mechanisms across grid operating areas, aiming for better resource allocation [41]. - The Zhejiang Provincial Development and Reform Commission released guidelines for emergency management in offshore wind power projects [41]. 5. Weekly Industry Perspective - The report emphasizes the importance of monitoring coal prices and suggests that the average price of thermal coal has decreased this year, which could impact thermal power companies [43].