新疆洪通燃气股份有限公司2025 年半年度报告 公司代码：605169 公司简称：洪通燃气 新疆洪通燃气股份有限公司 2025 年半年度报告 1 / 182 新疆洪通燃气股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人刘洪兵、主管会计工作负责人朱疆燕 及会计机构负责人（会计主管人员）周强 声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告所涉及公司的未来计划、发展战略等前瞻性描述，不构成公司对投资者的实质承诺，敬请 投资者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 十、 重大风险 ...

洪通燃气公告，2025年上半年营业收入14.87亿元，同比增长34.37%。净利润7288.73万元，同比增长 15.98%。 ...

Group 1 - The stock price of Hongtong Gas is reported at 15.97 yuan, down 0.45 yuan or 2.74% from the previous trading day [1] - The stock reached a high of 16.26 yuan and a low of 15.85 yuan during the trading session, with a total transaction amount of 1.96 billion yuan [1] - Hongtong Gas's main business includes natural gas sales, pipeline transportation, and installation and maintenance of gas facilities, operating within the gas industry and related to concepts such as Xinjiang, natural gas, and the Western Development [1] Group 2 - The company announced a change in the continuous supervision of the sponsor representatives to Ren Jiaqi and Huang Xi, who will continue to fulfill their responsibilities until the work is completed [1] - On August 22, the net outflow of main funds was 15.9431 million yuan, with a cumulative net outflow of 318 million yuan over the past five days [1]

Group 1 - The company Hongtong Gas announced a change in its sponsor representative on the evening of August 22 [2] - The new sponsor representatives are Mr. Ren Jiaqi and Mr. Huang Xi, who will continue to fulfill their responsibilities and obligations until all related work is completed [2]

证券代码：605169 证券简称：洪通燃气 公告编号：2025-031 新疆洪通燃气股份有限公司 关于更换持续督导保荐代表人的公告 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。 西部证券股份有限公司（以下简称"西部证券"）系新疆洪通燃气股份有限 公司（以下简称"公司"）首次公开发行股票并在主板上市的保荐人，持续督导 保荐代表人为周会明先生、任家琪先生。 近日，公司收到西部证券《关于更换新疆洪通燃气股份有限公司持续督导保 荐代表人的函》，鉴于原保荐代表人周会明先生因个人工作变动原因，不再继续 担任公司持续督导的保荐代表人，为保证持续督导工作的有序进行，西部证券决 定委派黄曦先生（简历详见附件）接替周会明先生担任公司持续督导的保荐代表 人，继续履行公司首次公开发行股票并在主板上市的持续督导职责。 本次保荐代表人变更后，公司持续督导的保荐代表人为任家琪先生、黄曦先 生，其将继续履行相关的职责和义务，直至相关工作全部结束。 公司董事会对原保荐代表人周会明先生在公司上市及持续督导期间所做的 工作表示衷心的感谢！ 特此公告。 附件：黄曦 ...

Market Overview - The gas sector experienced a decline of 0.53% on August 22, with Hongtong Gas leading the drop [1] - The Shanghai Composite Index closed at 3825.76, up by 1.45%, while the Shenzhen Component Index closed at 12166.06, up by 2.07% [1] Individual Stock Performance - Zhongtai Co. (300435) closed at 17.20, with an increase of 1.42% and a trading volume of 104,700 shares, amounting to 179 million yuan [1] - Jiufeng Energy (605090) closed at 29.20, up by 0.48%, with a trading volume of 58,900 shares, totaling 171 million yuan [1] - Hongtong Gas (605169) led the decline with a closing price of 15.97, down by 2.74%, and a trading volume of 122,900 shares, amounting to 196 million yuan [2] - Chengdu Gas (603053) also saw a decline, closing at 10.95, down by 2.49%, with a trading volume of 332,700 shares, totaling 372 million yuan [2] Capital Flow Analysis - The gas sector saw a net outflow of 163 million yuan from main funds, while retail funds experienced a net inflow of 73.99 million yuan [2] - Main funds showed significant net inflows in stocks like Shouhua Gas (300483) with 14.46 million yuan, and Guizhou Gas (600903) with 10.67 million yuan [3] - Conversely, stocks like Jiufeng Energy (605090) and Zhongtai Co. (300435) experienced net outflows from main funds of 10.68 million yuan and 1.07 million yuan respectively [3]

Market Performance - The three major A-share indices collectively closed higher, with the Shanghai Composite Index rising by 1.45%, the Shenzhen Component Index increasing by 2.07%, and the ChiNext Index up by 3.36% [2] - The North Stock 50 index saw a gain of 0.69% [2] - The total trading volume in the Shanghai and Shenzhen markets reached 25,788 billion yuan, an increase of 872 billion yuan compared to the previous day [2] Sector Performance - Over 2,800 stocks in the market experienced an increase [2] - The semiconductor sector showed strong performance, with stocks such as Shengmei Shanghai, Haiguang Information, Hanwha, and Chengdu Huamei hitting the daily limit of 20% [2] - The securities sector also performed well, with Everbright Securities and Xinda Securities reaching their daily limit [2] - The CPO sector saw gains, with stocks like Founder Technology and Xuguang Electronics hitting the daily limit [2] - Conversely, the dairy sector weakened, with Keta Bio falling nearly 4% [2] - The gas sector also declined, with Hongtong Gas dropping over 2% [2]

证券之星消息，8月20日燃气板块较上一交易日下跌0.28%，洪通燃气领跌。当日上证指数报收于 3766.21，上涨1.04%。深证成指报收于11926.74，上涨0.89%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 000407 | 胜利股份 | 3.64 | 1.96% | 26.95万 | | 9713.88万 | | 000669 | ST金湾 | 3.24 | 1.89% | 14.12万 | | 4569.54万 | | 605090 | 九丰能源 | 29.43 | 1.80% | 7.54万 | | 2.21亿 | | 600635 | 大众公用 | 4.19 | 0.96% | 44.41万 | | 1.84亿 | | 834014 | 特瑞斯 | 14.19 | 0.92% | 1.14万 | | 1607.20万 | | 300435 | 中泰股份 | 17.30 | 0.70% | 11.73万 | | 2.03亿 | | 3 ...

Market Overview - The gas sector experienced a decline of 1.07% on August 19, with Hongtong Gas leading the drop [1] - The Shanghai Composite Index closed at 3727.29, down 0.02%, while the Shenzhen Component Index closed at 11821.63, down 0.12% [1] Stock Performance - Key gainers in the gas sector included: - KAITIAN Gas: Closed at 15.05, up 9.61% with a trading volume of 234,500 shares and a turnover of 342 million yuan [1] - Shaanxi Natural Gas: Closed at 9.30, up 6.77% with a trading volume of 522,200 shares and a turnover of 474 million yuan [1] - Water Development Gas: Closed at 6.97, up 3.26% with a trading volume of 191,000 shares and a turnover of 132 million yuan [1] - Notable decliners included: - Hongtong Gas: Closed at 17.45, down 8.88% with a trading volume of 303,100 shares and a turnover of 535 million yuan [2] - Fuan Energy: Closed at 12.30, down 7.66% with a trading volume of 566,300 shares and a turnover of 705 million yuan [2] - ST Jinj Chicken: Closed at 3.18, down 5.07% with a trading volume of 228,100 shares and a turnover of 73.59 million yuan [2] Capital Flow - The gas sector saw a net outflow of 166 million yuan from institutional investors, while retail investors contributed a net inflow of 250 million yuan [2] - The capital flow for specific stocks showed: - Shaanxi Natural Gas: Institutional net outflow of 37.69 million yuan, retail net outflow of 3.12 million yuan [3] - Changchun Gas: Institutional net inflow of 23.22 million yuan, retail net outflow of 10.83 million yuan [3] - Water Development Gas: Institutional net inflow of 20.99 million yuan, retail net inflow of 18.98 million yuan [3]

Investment Strategy - The report emphasizes the strategic importance of Xinjiang in the context of national policies, highlighting its transition from a peripheral region to a key player in the Belt and Road Initiative, benefiting from energy security and environmental policies [8][9] - The focus is on two main investment themes: coal chemical investments and state-owned enterprise reforms, with a strong emphasis on the development of coal chemical projects in Xinjiang [12][11] Xinjiang Index Situation - The Xinjiang Index stands at 117.47, down 0.36% week-on-week, while the Xinjiang Coal Chemical Investment Index is at 112.28, down 0.51% [15] - The top three performing companies this week include Xinjiang Jiaojian (+18.03%), Hongtong Gas (+15.80%), and ST Tianshan (+7.02%), driven by significant progress in the Duku Expressway project [15] Key Data Tracking - Key prices in Xinjiang include Q5000 mixed coal at 100 CNY/ton, Q5200 mixed coal at 197 CNY/ton, and main coking coal at 750 CNY/ton [19] - In July 2025, coal railway shipments from state-owned key coal mines reached 3.184 million tons, a year-on-year decrease of 1.24%, while Xinjiang's raw coal production in June 2025 was 53.923 million tons, an increase of 25.53% year-on-year [19] Recent Project Developments - The report highlights the successful trial operation of the 1 million tons per year acetic acid project by Xinjiang Zhonghe Hezhong New Materials, marking it as the largest single-unit acetic acid production base globally [11] - Ongoing projects include the 800,000 tons/year coal-to-olefins project and the 2 billion cubic meters/year coal-to-gas project, with significant investments and expected production capacities [42][41] Economic Advantages of Coal Chemical Development - Xinjiang's coal chemical industry benefits from lower raw material costs compared to other regions, with a cost advantage of approximately 1,900 CNY/ton when compared to other coal sources [10] - The report notes that the development of coal chemical projects in Xinjiang is supported by improved transportation infrastructure and favorable industrial policies [9][11] State-Owned Enterprise Reforms - The report indicates that state-owned enterprises in Xinjiang are undergoing significant reforms, with a focus on business restructuring and management optimization, which is expected to enhance operational efficiency [11][12] - Recent changes in control and acquisitions among local state-owned enterprises signal an acceleration in the reform process [11]