格隆汇1月6日丨九丰能源(605090.SH)在投资者互动平台表示，公司暂未参股任何火箭制造公司。公司 有意愿与商业航天火箭链、卫星链及应用链各企业深入开展合作，目前已参股商业航天产业创新中心 （海南）有限公司。 ...

Group 1 - The core viewpoint of the news is that the geopolitical situation is driving oil prices higher, with the Venezuelan oil supply being significantly disrupted, leading to a potential short-term increase in oil prices [1] - The China Securities report indicates that Venezuela's oil exports have essentially halted, creating a supply disruption in the global market, with a potential shortfall of around 1 million barrels per day [1] - The current global oil market remains in a supply surplus, with expectations that oil prices will fluctuate between $60 to $70 per barrel despite short-term upward pressure [1] Group 2 - The National Oil and Gas Index (399439) has seen a strong increase of 1.45%, with significant gains in constituent stocks such as Intercontinental Oil and Gas (600759) up 9.21% and Shanghai Petrochemical (600688) up 4.36% [1] - The top ten weighted stocks in the National Oil and Gas Index as of December 31, 2025, include major companies like China National Petroleum (601857) and China Petroleum & Chemical (600028), collectively accounting for 67.11% of the index [2] - The Oil and Gas ETF (159697) closely tracks the National Oil and Gas Index, reflecting the price changes of publicly listed companies in the oil and gas sector [2][3]

Group 1 - The article presents the top 20 stocks in the S&P China A-Share Dividend Opportunity Index (CSPSADRP) based on their daily and year-to-date performance as of January 5, 2026 [1][5]. - The stock with the highest daily increase is LuRi Co., Ltd. (002083.SZ), which rose by 10.00%, and it also has a year-to-date increase of 10.00% with a dividend yield of 1.21% [1][5]. - Other notable performers include Aotaiwei (688516.SH) with a daily increase of 9.15% and a year-to-date increase of 9.15%, and Yiyi Co., Ltd. (001206.SZ) with a daily increase of 5.28% and a year-to-date increase of 5.28% [1][5]. Group 2 - The list includes various sectors, with companies like Tianshan Aluminum (002532.SZ) and Kuka Home (603816.SH) showing daily increases of 4.51% and 3.68%, respectively [1][5]. - The dividend yields for these companies vary, with notable yields such as 7.86% for Wuliangye (000858.SZ) and 7.24% for Nanshan Aluminum (600219.SH) [1][5]. - The data is sourced from the Shanghai Stock Exchange and reflects the closing prices as of January 5, 2026, with dividend yields calculated for the past 12 months ending December 31, 2025 [1][5].

Core Viewpoint - Jiufeng Energy (605090) is actively expanding its clean energy business, particularly in the LNG and LPG sectors, leveraging its advantages in the Dongguan receiving station and focusing on the South China market, including Hainan Province [1] Group 1 - The company is enhancing its existing commercial aerospace special gas layout [1] - Jiufeng Energy is committed to exploring opportunities arising from the Hainan Free Trade Port policy to strengthen its business expansion [1]

每经AI快讯，九丰能源1月5日晚间发布公告称，截至2026年1月4日，公司对外担保事项均为合并报表 范围内的公司对子公司、子公司与子公司之间相互提供的担保，实际担保余额折合人民币共计约22.66 亿元，占2024年末经审计的归属于上市公司股东净资产的24.48%。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 每经头条（nbdtoutiao）——秒光！1499元飞天茅台上线即空，i茅台App冲上苹果购物榜第一，10万用 户已下单！经销商同价做回馈，1000箱很快卖完 （记者 曾健辉） ...

成为最具价值创造力的清洁能源服务商 | 证券代码：605090 | 证券简称：九丰能源 | | 公告编号：2026-002 | | --- | --- | --- | --- | | 转债代码：110815 | 转债简称：九丰定 | 01 | | | 转债代码：110816 | 转债简称：九丰定 | 02 | | 江西九丰能源股份有限公司 关于可转债转股结果暨股份权益变动的公告 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： 累计转股情况：江西九丰能源股份有限公司（以下简称"公司"）可转债"九丰 定 01"自 2023 年 6 月 29 日起开始转股，可转债"九丰定 02"自 2024 年 10 月 17 日起 开始转股。截至 2025 年 12 月 31 日，可转债"九丰定 01"累计转股的金额为人民币 815,054,200 元，累计转股股数为 38,203,875 股，占可转债转股前公司已发行股份总额 （625,414,024 股）的 6.11%；可转债"九丰定 02"累计转股的金额为人民币 1,000, ...

成为最具价值创造力的清洁能源服务商 证券代码：605090 证券简称：九丰能源 公告编号：2026-003 江西九丰能源股份有限公司 关于公司及子公司为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： 被担保人名称：广东九丰能源集团有限公司（以下简称"九丰集团"）、香港 怡丰天然气有限公司（以下简称"香港怡丰"）、新加坡碳氢能源有限公司（以下简 称"碳氢能源"）、天津元拓贸易有限公司（以下简称"天津元拓"），均为江西九 丰能源股份有限公司（以下简称"公司""上市公司"或"九丰能源"）合并报表范 围内子公司。 本次担保本金金额合计：最高不超过人民币 152,163.80 万元（其中人民币 54,000.00 万元，美元 14,000.00 万元；涉及外币按 2026 年 1 月 4 日汇率折算，下 同）。 已实际为上述被担保人提供的担保金额：截至 2026 年 1 月 4 日，公司及子公 司为九丰集团、香港怡丰、碳氢能源、天津元拓实际担保余额分别为人民币 35,233.25 万元、0 元、41 ...

Market Performance - The gas sector increased by 0.94% on January 5, with Shengda Forestry leading the gains [1] - The Shanghai Composite Index closed at 4023.42, up 1.38%, while the Shenzhen Component Index closed at 13828.63, up 2.24% [1] Individual Stock Performance - Shengda Forestry (002259) closed at 4.16, up 10.05% with a trading volume of 268,900 shares and a turnover of 110 million yuan [1] - Zhongtai Co., Ltd. (300435) closed at 23.69, up 6.62% with a trading volume of 229,300 shares and a turnover of 538 million yuan [1] - Caohua Gas (300483) closed at 14.92, up 5.22% with a trading volume of 149,400 shares and a turnover of 219 million yuan [1] - Xinjiang Torch (603080) closed at 24.79, up 4.95% with a trading volume of 124,900 shares and a turnover of 303 million yuan [1] - Wanqing Energy (002700) closed at 6.98, up 4.02% with a trading volume of 102,400 shares and a turnover of 70.62 million yuan [1] - Jiufeng Energy (605090) closed at 44.63, up 3.55% with a trading volume of 455,500 shares and a turnover of 2.009 billion yuan [1] Capital Flow Analysis - The gas sector experienced a net outflow of 66.404 million yuan from institutional investors and 48.9981 million yuan from speculative funds, while retail investors saw a net inflow of 115 million yuan [2] - The detailed capital flow for individual stocks shows that Jiufeng Energy had a net outflow of 46.0278 million yuan from institutional investors [3] - Shengda Forestry had a net inflow of 28.1040 million yuan from institutional investors, indicating strong interest [3]

Investment Rating - The report maintains an "Overweight" rating for the gas industry [1] Core Insights - The report highlights that the expected low temperatures have led to an increase in US gas prices and a rise in European gas prices due to inventory withdrawals [1][9] - It emphasizes the long-term value enhancement of special gas in commercial aerospace [1] Price Tracking - As of January 2, 2026, the week-on-week changes in gas prices are as follows: US HH +20.2%, European TTF +4.2%, East Asia JKM -0.2%, China LNG ex-factory -1.4%, and China LNG CIF +2.3%, with prices at 1, 2.5, 2.5, 2.6, and 2.5 yuan per cubic meter respectively [9][14] Supply and Demand Analysis - Meteorological agencies predict that national temperatures will remain low until January 12, leading to a week-on-week increase of 20.2% in US natural gas market prices. As of December 26, 2025, the storage volume decreased by 38 billion cubic feet to 33,750 billion cubic feet, a year-on-year decline of 1.1% [16] - European gas consumption from January to September 2025 was 313.8 billion cubic meters, a year-on-year increase of 4.1% [18] - Domestic gas prices decreased by 1.4% week-on-week, with apparent consumption in China from January to November 2025 increasing by 1.5% year-on-year to 392 billion cubic meters [24][29] Pricing Progress - From 2022 to 2025, 67% (195 cities) of cities at or above the prefecture level implemented residential pricing adjustments, with an increase of 0.22 yuan per cubic meter [38] Investment Recommendations - The report suggests focusing on companies that can optimize costs and benefit from the ongoing pricing adjustments, recommending companies such as Xinao Energy, China Resources Gas, and Kunlun Energy, among others [56] - It also highlights the importance of companies with quality long-term contracts and flexible scheduling, recommending Jiufeng Energy and Xinao Shares [56] - The report notes the increasing uncertainty regarding US gas imports and emphasizes the importance of energy self-sufficiency, suggesting attention to companies with gas production capabilities like New Natural Gas and Blue Flame Holdings [56]

Group 1 - The core point of the news is that Jiufeng Energy's stock has increased by 5.13%, reaching a price of 45.31 CNY per share, with a trading volume of 1.411 billion CNY and a turnover rate of 4.61%, resulting in a total market capitalization of 31.808 billion CNY [1] - Jiufeng Energy, established on February 27, 2008, and listed on May 25, 2021, is based in Guangzhou, Guangdong Province, and its main business involves liquefied natural gas (LNG), liquefied petroleum gas (LPG), methanol, and dimethyl ether (DME) [1] - The revenue composition of Jiufeng Energy includes: natural gas and operations 48.09%, liquefied petroleum gas 41.05%, other chemical products 7.49%, energy logistics and technical services 2.90%, special gases 0.46%, and others 0.01% [1] Group 2 - From the perspective of fund holdings, one fund under Xingzheng Global Fund has a significant position in Jiufeng Energy, with the Xingquan Global Vision Stock Fund (340006) holding 2.2388 million shares, accounting for 5.02% of the fund's net value, making it the second-largest holding [2] - The Xingquan Global Vision Stock Fund has achieved a return of 45.8% this year, ranking 812 out of 4189 in its category, and has a cumulative return of 1097.21% since its inception [2] - The fund manager, Yu Mingqiang, has been in charge for 328 days, with the best and worst fund returns during his tenure both recorded at 38.16% [2]