（编辑 任世碧） 证券日报网讯 11月6日晚间，蓝天燃气发布公告称，近日，公司收到控股股东河南蓝天集团股份有限公 司（简称"蓝天集团"）关于部分股份质押的通知，蓝天集团将其持有的公司740万股的无限售流通股质 押给平安银行股份有限公司郑州分行。上述质押已办理完毕相关质押登记手续，占其所持股份比例 2.34%，占公司总股本比例1.04%，质押融资资金用途为日常经营周转。 ...

每经AI快讯，蓝天燃气（SH 605368，收盘价：9.65元）11月6日晚间发布公告称，本次质押后，蓝天集 团累计质押数量约为2.45亿股，累计质押数量占其持有公司总股数的77.3%，占公司总股本的34.22%。 蓝天集团、李新华累计质押数量约为2.89亿股，占蓝天集团、李新华合计持有公司股份总数的79.47%， 占公司股本总数的40.38%。 每经头条（nbdtoutiao）——36天，美国联邦政府"停摆"创纪录！航空濒临关闭，军饷发放困难，债务 增超6000亿美元...... 2025年1至6月份，蓝天燃气的营业收入构成为：管道天然气销售占比46.44%，城市天然气销售占比 40.58%，燃气安装工程占比9.83%，其他占比2.4%，代输天然气占比0.66%。 截至发稿，蓝天燃气市值为69亿元。 （记者 曾健辉） ...

证券代码：605368 证券简称：蓝天燃气 公告编号：2025-063 债券代码：111017 债券简称：蓝天转债 河南蓝天燃气股份有限公司 关于控股股东部分股份质押的公告 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： 近日，公司收到蓝天集团关于部分股份质押的通知，蓝天集团将其持有 的公司 740 万股的无限售流通股质押给平安银行股份有限公司郑州分行。上 述质押已办理完毕相关质押登记手续，具体情况如下： 河南蓝天集团股份有限公司（以下简称"蓝天集团"）持有河南蓝天燃 气股份有限公司（以下简称"公司"或"蓝天燃气"）股票 316,361,340 股,占公司总股本的 44.27%，为公司的控股股东。本次质押后，蓝天集团 累计质押数量为 244,560,000 股，累计质押数量占其持有公司总股数的 77.30%，占公司总股本的 34.22%。 截止本报告日，公司实际控制人李新华所持公司股份质押数量为 44,000,000 股。蓝天集团、李新华累计质押数量为 288,560,000 股，占蓝 天集团、李新华合计持有公 ...

证券之星消息，11月5日燃气板块较上一交易日上涨0.44%，首华燃气领涨。当日上证指数报收于 3969.25，上涨0.23%。深证成指报收于13223.56，上涨0.37%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 300483 | 首华燃气 | 14.85 | 4.72% | 27.90万 | | 4.13亿 | | 000669 | ST金湾 | 3.36 | 4.35% | 21.67万 | | 7196.08万 | | 603318 | 水发燃气 | 7.29 | 3.55% | 25.19万 | | 1.83亿 | | 600617 | 国新能源 | 3.62 | 2.55% | 75.86万 | | 2.74亿 | | 300435 | 中泰股份 | 20.66 | 2.38% | 9.71万 | | 1.98亿 | | 920010 | 凯添燃气 | 14.13 | 2.24% | 8.52万 | | 1.19亿 | | 002911 ...

Macro Overview - 2025 is characterized as a turning point for China's macroeconomic landscape, with expectations for a brighter macroeconomic outlook in 2026 [2] - The U.S. economy is experiencing a dual-speed growth pattern, with rapid expansion in AI-related investments and slightly below-trend growth in traditional sectors [2][3] Investment Strategy - The profit cycle is expected to rebound due to approaching turning points in capacity and inventory cycles, with positive signals from the real estate cycle and overseas expansion [3] - Relative valuations in the Chinese market still have room for improvement, making Chinese assets attractive [3] - The market style is anticipated to rebalance rather than switch, focusing on seven key investment themes including policy, technology, real estate, and capital market reforms [3][4] Fixed Income Market - The global investment landscape is expected to see a shift with a focus on domestic demand and technology, leading to a potential recovery in nominal GDP growth [6] - The bond market is likely to exhibit characteristics of low interest rates and high volatility, with a projected yield range for ten-year government bonds between 2.0% and 2.1% [6] Equity Market Insights - The insurance sector is shifting towards dividend insurance products, with positive sales trends expected to continue into 2026 [8] - The securities market is undergoing a transformation, with low interest rates enhancing the attractiveness of equity assets and sustainable inflows of new capital [9] Company-Specific Analysis - Xinquan Co., Ltd. reported Q3 revenue of 3.954 billion yuan, a year-on-year increase of 14.91%, but net profit decreased by 27.10% due to competitive pressures [10] - Jifeng Co., Ltd. achieved Q3 revenue of 5.608 billion yuan, with a net profit increase of 116.62% year-on-year, indicating strong order backlog and production ramp-up [11] - Guobo Electronics reported Q3 revenue of 498 million yuan, with a focus on mobile terminal expansion and military product recovery [12] - Icewheel Environment's Q3 revenue grew by 6.88% year-on-year, supported by recovery in commercial cold chain and new applications in data centers [13] - Changfei Optical Fiber's Q3 revenue increased by 16.27% year-on-year, driven by AI data communication demand [14] Sector Performance - The traditional energy sector, represented by Gansu Energy, showed a revenue increase of 1.33% year-on-year in Q3, benefiting from strong profitability in hydropower [26] - The pump manufacturing sector, led by Southern Pump, is expanding into new applications such as liquid cooling and data centers, with Q3 revenue showing a slight decline but net profit growth [27]

截至2025年10月31日收盘，蓝天燃气(605368)报收于9.52元，下跌2.26%，换手率1.82%，成交量13.02万 手，成交额1.24亿元。 公司公告汇总 招商证券就蓝天燃气增加部分闲置募集资金使用额度进行现金管理事项出具核查意见。河南蓝天燃气股 份有限公司经证监会核准，于2023年8月15日发行870万张可转换公司债券，发行总额8.70亿元，募集资 金净额85,672.57万元。公司拟增加使用不超过1.5亿元闲置募集资金进行现金管理，增加后总额度不超 过3.5亿元。投资品种为安全性高、流动性好、短期保本型产品，投资期限自董事会审议通过之日起至 2026年3月24日止，额度内可滚动使用。该事项已通过公司第六届董事会第十四次会议及审计委员会审 议，无需提交股东大会审议。保荐机构招商证券认为，该事项符合相关法规，未变相改变募集资金用 途，不影响募投项目正常进行，对中小股东利益无损害，予以无异议。 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。 来自交易信息汇总：10月31日主力资金净流出2103.97万元，占总成交额16.9 ...

证券研究报告·公司点评报告·燃气Ⅱ 蓝天燃气（605368） 2025 年三季报点评：需求偏弱&接驳下滑致 业绩承压，高分红保证股东回报 买入（维持） | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 4,947 | 4,755 | 4,179 | 4,279 | 4,424 | | 同比（%） | 4.06 | (3.87) | (12.12) | 2.38 | 3.40 | | 归母净利润（百万元） | 606.31 | 503.38 | 301.06 | 302.98 | 312.67 | | 同比（%） | 2.33 | (16.98) | (40.19) | 0.64 | 3.20 | | EPS-最新摊薄（元/股） | 0.85 | 0.70 | 0.42 | 0.42 | 0.44 | | P/E（现价&最新摊薄） | 11.22 | 13.52 | 22.60 | 22.45 | 21.76 | [Table_T ...

Group 1 - Blue Sky Gas (605368.SH) reported its Q3 2025 results on October 31, 2025, with 9 institutional investors holding a total of 414 million shares, representing 57.94% of the total share capital [1] - The institutional holding ratio decreased by 0.88 percentage points compared to the previous quarter [1] - Among public funds, one fund, the Dongfanghong CSI Dongfanghong Dividend Low Volatility Index A, reduced its holdings, while 96 public funds did not disclose their holdings this quarter [1] Group 2 - One social security fund, the CITIC Securities Co., Ltd. - Social Security Fund 1106 Combination, reduced its holdings this quarter [2] - The basic pension insurance fund 1003 combination increased its holdings slightly compared to the previous quarter [2]

Core Viewpoint - Blue Sky Gas (605368.SH) reported a decline in both revenue and net profit for the first three quarters of 2025 compared to the previous year [1] Financial Performance - The total operating revenue for the first three quarters reached 3.046 billion yuan, representing a year-on-year decrease of 14.95% [1] - The net profit attributable to shareholders of the parent company was 262 million yuan, down 41.95% year-on-year [1] - The basic earnings per share stood at 0.3668 yuan [1]

证券代码：605368 证券简称：蓝天燃气 公告编号：2025-062 债券代码：111017 债券简称：蓝天转债 河南蓝天燃气股份有限公司 关于增加部分闲置募集资金使用额度 进行现金管理的公告 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个别及连带责任。 重要内容提示： 一、募集资金基本情况 由于募集资金投资项目建设需要一定周期，根据募集资金投资项目建设进度， 现阶段募集资金在短期内出现暂时闲置的情况。 根据中国证券监督管理委员会出具的《关于同意河南蓝天燃气股份有限公司 向不特定对象发行可转换公司债券注册的批复》（证监许可【2023】1630号）， 同意河南蓝天燃气股份有限公司向不特定对象发行可转换公司债券870万张，每 河南蓝天燃气股份有限公司（以下简称"公司"）为提高募集资金使用 效率，在确保不影响募集资金项目建设和募集资金使用的情况下，公司 拟增加使用总额不超过人民币 1.5 亿元（含 1.5 亿元）的闲置募集资金进 行现金管理。增加后使用暂时闲置的募集资金进行现金管理的额度合计 为不超过 3.5 亿元。 公司第六届董事会第十 ...