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从燃气灶到发射场!商业航天特气“第一供应商”:九丰能源
市值风云· 2026-01-08 10:11
Core Viewpoint - The article highlights the transformation of Jiufeng Energy from a traditional energy service provider to a key supplier of aerospace fuels, driven by the booming demand in China's commercial space industry, which is entering a high-density launch phase with 23 missions planned by private rocket companies by 2025 [3][4]. Group 1: Company Performance - Jiufeng Energy reported a revenue of 15.608 billion yuan for the first three quarters of 2025, a decrease of 8.4% year-on-year, and a net profit of 1.241 billion yuan, down 19.1% year-on-year [4][6]. - The decline in performance is attributed to a high comparative base from the previous year and extreme weather events affecting operations, which resulted in a profit reduction of 97 million yuan [6]. - Despite short-term challenges, the company's LNG business showed resilience, with a gross margin of 10.4%, an increase of 1.05 percentage points compared to the full year of 2024 [6]. Group 2: Strategic Transformation - Jiufeng Energy is transitioning to a "gas source + distribution" model, with the operation of the Xinjiang Qianghua coal-to-natural gas project, which has an annual production capacity of 1.375 billion cubic meters [8]. - The company announced plans to invest in a second phase of the Xinjiang coal-to-gas project, aiming for an annual capacity of 4 billion cubic meters, which will enhance its self-supply ratio [8]. Group 3: Aerospace Fuel Business - Jiufeng Energy's entry into the aerospace fuel sector marks a significant milestone, having established a partnership with the Hainan Commercial Space Launch Site and invested 493 million yuan in the first phase of its special fuel project [9]. - The project aims to produce 333 tons of liquid hydrogen, 48,000 tons of liquid oxygen and nitrogen each, 384,000 cubic meters of helium, and 9,400 tons of high-purity liquid methane annually, set to be operational by 2025 [9][10]. - By September 2025, the Hainan special fuel project had supported eight commercial and national-level launches, successfully validating the quality of its products [10]. Group 4: Future Outlook - Jiufeng Energy signed an investment agreement for the second phase of the Hainan special fuel project, with an estimated total investment of about 300 million yuan, expanding production capabilities for various aerospace fuels [12]. - The company has also secured supply agreements with major launch sites across China and established long-term supply contracts with eight rocket companies, positioning itself as a leading supplier in the commercial aerospace fuel market [14][15]. - The demand for aerospace fuels is expected to surge, with projections indicating that by 2030, China could see 1500 to 2000 satellite launches annually, creating a significant market for special fuels [14].
燃气板块1月8日涨1.41%,胜通能源领涨,主力资金净流出2.6亿元
Zheng Xing Xing Ye Ri Bao· 2026-01-08 08:51
Core Viewpoint - The gas sector experienced a rise of 1.41% on January 8, with Shengtong Energy leading the gains, while the overall market indices showed slight declines [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4082.98, down 0.07%, and the Shenzhen Component Index closed at 13959.48, down 0.51% [1]. - Shengtong Energy's stock price increased by 7.16% to 60.04, with a trading volume of 305,200 shares and a transaction value of 1.822 billion yuan [1]. - Other notable performers included Delong Huineng, which rose by 6.32% to 12.11, and Jiufeng Energy, which increased by 4.55% to 44.59 [1]. Group 2: Capital Flow - The gas sector saw a net outflow of 260 million yuan from institutional investors, while retail investors contributed a net inflow of 211 million yuan [2]. - The top stocks by net inflow from retail investors included Dazhong Public Utilities with a net inflow of 32.27 million yuan and New Natural Gas with 12.87 million yuan [3]. - Conversely, Dazhong Public Utilities experienced a net outflow of 15.14 million yuan from institutional investors [3].
商业航天概念助推九丰能源股价翻倍,传统主业却承压
Mei Ri Jing Ji Xin Wen· 2026-01-08 02:36
Group 1 - The core viewpoint of the article highlights a dual operation in the capital market by Jiufeng Energy, where the company is repurchasing shares worth over 200 million yuan to demonstrate confidence, while significant shareholders from the same controlling entity plan to reduce their holdings by up to 2.45% [1][2] Group 2 - On January 6, 2026, Jiufeng Energy announced that it received a notice from major shareholders regarding a share reduction plan, with a total reduction of up to 17.2582 million shares, accounting for 2.45% of the total share capital, set to begin on January 29, 2026 [1] - The company's stock price fell by 3.62% on January 7, 2026, amidst the announcement of the share reduction plan [1] - Jiufeng Energy is concurrently executing a share repurchase plan initiated on April 18, 2025, with a target to repurchase between 200 million to 300 million yuan worth of shares by May 8, 2026, and has already repurchased shares worth 234 million yuan, representing 1.09% of the total shares by December 31, 2025 [1] Group 3 - Despite the positive impact of the share repurchase, Jiufeng Energy's stock performance is also significantly influenced by the hype surrounding the commercial aerospace concept, although the company's performance has been declining [2] - For the first nine months of 2025, Jiufeng Energy reported operating revenue of 15.608 billion yuan, a year-on-year decrease of 8.45%, and a net profit attributable to shareholders of 1.241 billion yuan, down 19.13% year-on-year [2]
九丰能源回购股份与股东减持并行,商业航天概念助推股价翻倍,传统主业却承压
Mei Ri Jing Ji Xin Wen· 2026-01-08 02:03
Core Viewpoint - Jiufeng Energy is engaging in a "dual operation" in the capital market, with the company spending over 200 million yuan on share buybacks to demonstrate confidence, while significant shareholders plan to reduce their holdings by up to 2.45% [1][2]. Group 1: Share Buyback and Shareholder Reduction - Multiple significant shareholders plan to reduce their holdings by a maximum of 17.26 million shares, accounting for 2.45% of the total share capital, with the stock price dropping by 3.62% on January 7 [1][2]. - The company's current buyback plan, initiated on April 18, 2025, aims to repurchase shares worth 200 million to 300 million yuan from May 9, 2025, to May 8, 2026, with a cumulative buyback amount reaching 234 million yuan as of December 31, 2025 [2][3]. - This is not the first instance of share buybacks for Jiufeng Energy, which has executed five buyback plans since its listing, totaling 734 million yuan [3]. Group 2: Business Performance and Market Sentiment - Despite the strong performance of Jiufeng Energy's stock, driven by the commercial aerospace concept, the company's traditional business is facing challenges, with a reported revenue of 15.608 billion yuan for the first nine months of 2025, a decrease of 8.45% year-on-year, and a net profit of 1.241 billion yuan, down 19.13% [4][5]. - The company's special gas business, which is strategically positioned for aerospace applications, accounted for only 0.46% of revenue in the first half of 2025, raising questions about its potential to drive future growth [5]. - As of January 7, 2026, Jiufeng Energy's stock closed at 42.65 yuan, with a total market capitalization of 30.03 billion yuan, as the market closely monitors the progress of its commercial aerospace projects and the execution of buyback and shareholder reduction plans [5].
燃气板块1月7日跌0.42%,九丰能源领跌,主力资金净流出1.96亿元
Zheng Xing Xing Ye Ri Bao· 2026-01-07 08:58
证券之星消息,1月7日燃气板块较上一交易日下跌0.42%,九丰能源领跌。当日上证指数报收于 4085.77,上涨0.05%。深证成指报收于14030.56,上涨0.06%。燃气板块个股涨跌见下表: | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600681 | 百川能源 | 2290.19万 | 9.42% | -1164.56万 | -4.79% | -1125.63万 | -4.63% | | 600617 | 国新能源 | 966.31万 | 7.08% | 180.24万 | 1.32% | -1146.55万 | -8.40% | | 600803 | 新奧股份 | 870.98万 | 3.51% | 2213.03万 | 8.93% | -3084.01万 | -12.44% | | 001331 | 胜通能源 | 690.22万 | 4.51% | -211.52万 | -1.38% | -478. ...
九丰能源实控人方拟套现6.9亿去年套现1.5亿 A股募41亿
Zhong Guo Jing Ji Wang· 2026-01-07 06:01
中国经济网北京1月7日讯 九丰能源(605090.SH)昨日晚间发布关于部分股东减持股份计划的预披露 公告。 公司于近日收到张建国、蔡丽红、南京盈发创业投资合伙企业(有限合伙)(简称"盈发投资")、 杨影霞、杨小毅出具的《关于减持股份计划的告知函》,张建国计划分别通过集中竞价交易方式、大宗 交易方式减持其所持公司股份不超过1,720,700股、5,542,300股,各占公司总股本的0.24%、0.79%;蔡 丽红计划通过集中竞价交易方式减持其所持公司股份不超过3,112,700股,占公司总股本的0.44%;盈发 投资计划分别通过集中竞价交易方式、大宗交易方式减持其所持公司股份不超过2,206,800股、2,991,700 股,各占公司总股本的0.31%、0.42%;杨影霞、杨小毅计划通过集中竞价交易或大宗交易方式分别减 持其所持公司股份不超过1,500,000股、184,000股,各占公司总股本的0.21%、0.03%。 公告显示,张建国、蔡丽红为公司实际控制人,盈发投资受实际控制人控制,按照九丰能源1月6日 的收盘价44.25元测算,本次套现金额约合6.89亿元。 公告显示,蔡丽萍本次减持总金额97,068 ...
A股异动丨集体出“降温”公告,商业航天股回调,航天环宇跌超8%
Ge Long Hui A P P· 2026-01-07 02:04
| 代码 | 名称 | | 涨幅% ↑ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 688523 | 航天环宇 | 1 | -8.82 | 277亿 | 21.60 | | 301517 | 陕西华达 | 1 | -7.11 | 103亿 | -2.40 | | 688568 | 中科星图 | | -6.55 | 468 乙 | -1.86 | | 688333 | 铂力特 | + | -6.26 | 274亿 | -10.36 | | 600118 | 中国内营 | 1 | -5.69 | 1193亿 | 6.29 | | 300762 | 上海潮讯 | 本 | -5.62 | 263亿 | 0.31 | | 688387 | 信科移动-l * | | -5.21 | 410亿 | -6.98 | | 605090 | 九丰能源 | 1 | -5.11 | 296亿 | -2.58 | | 301232 | 飞沃科技 | 1 | -4.39 | 132亿 | 3.91 | | 300342 | 天银机电 * * | | -4.41 | ...
江西九丰能源股份有限公司关于部分股东减持股份计划的预披露公告
Shang Hai Zheng Quan Bao· 2026-01-06 17:27
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:605090 证券简称:九丰能源 公告编号:2026-004 3、盈发投资计划分别通过集中竞价交易方式、大宗交易方式减持其所持公司股份不超过2,206,800股、 2,991,700股,各占公司总股本的0.31%、0.42%。 4、杨影霞女士、杨小毅先生计划通过集中竞价交易或大宗交易方式分别减持其所持公司股份不超过 1,500,000股、184,000股,各占公司总股本的0.21%、0.03%。 江西九丰能源股份有限公司 关于部分股东减持股份计划的预披露公告 本公司董事会、全体董事及相关股东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: ● 股东持股的基本情况:截至本公告日,张建国先生、蔡丽红女士、南京盈发创业投资合伙企业(有限 合伙)(以下简称"盈发投资")、杨影霞女士、杨小毅先生分别持有江西九丰能源股份有限公司(以下 简称"公司""上市公司"或"九丰能源")股份72,631,238股、31,127,678股、20,794,296股、6,917,259股、 736,247 ...
九丰能源:公司持续强化研发投入,对投入规模进行动态、精准的调配
Zheng Quan Ri Bao· 2026-01-06 11:44
Core Viewpoint - Jiufeng Energy has been enhancing its R&D investment and dynamically adjusting its input scale based on business development needs and market competition [2] Group 1: Natural Gas Business - The company focuses on energy operation services as an entry point and is deepening the collaborative mechanism of production, education, and research [2] - Jiufeng Energy is accelerating joint efforts in key technologies and application scenarios through talent introduction, technology cooperation, and school-enterprise collaboration [2] - The company aims to build a solid business development barrier in the natural gas sector [2] Group 2: Specialty Gas Business - Jiufeng Energy is strategically positioning itself in aerospace specialty gases and is deepening cooperation with aerospace units and related universities [2] - The company provides high-quality and stable products and services to various clients, including Hainan Commercial Space Launch Site and several aerospace research institutes and universities [2]
九丰能源:公司联合多家企业成立商业航天产业创新中心
Zheng Quan Ri Bao Wang· 2026-01-06 11:42
Core Viewpoint - Jiufeng Energy (605090) is collaborating with multiple companies to establish a commercial aerospace industry innovation center, aiming to enhance technology iteration and reduce costs in the aerospace sector [1] Group 1: Company Initiatives - The company announced plans to jointly establish a commercial aerospace industry innovation center with Blue Arrow Aerospace Technology Co., Ltd. and Beijing Tianbing Technology Co., Ltd. under the leadership of the Wenchang International Aerospace City Management Bureau by July 2025 [1] - Jiufeng Energy has signed relevant industrial investment agreements with the Wenchang International Aerospace City Management Bureau to invest in the Hainan commercial aerospace launch site, focusing on special fuel and gas support projects [1] Group 2: Partnerships and Collaborations - The company has established supply cooperation relationships for commercial aerospace special fuel and gas products with Beijing Tianbing Technology Co., Ltd. and Chengdu Guoguang Electric Co., Ltd. [1]