Core Viewpoint - The company plans to utilize part of its idle raised funds, not exceeding RMB 200 million, for cash management to enhance fund efficiency while ensuring normal operations are not affected [1][2]. Group 1: Cash Management Overview - The purpose of cash management is to improve fund utilization efficiency and achieve capital preservation and appreciation [2]. - The source of funds comes from the issuance of convertible bonds, totaling RMB 870 million, with a net amount of approximately RMB 856.73 million after deducting fees [2]. - The cash management product is a one-year fixed deposit with Industrial Bank, amounting to RMB 50 million, with an expected annualized return of 1.60% [2][3]. Group 2: Financial Data and Impact - As of December 31, 2023, the company's total assets were approximately RMB 6.72 billion, with total liabilities of about RMB 2.82 billion, resulting in net assets of around RMB 3.90 billion [5]. - The cash management initiative is expected to enhance the company's returns without compromising the normal implementation of fundraising projects [5]. Group 3: Decision Process and Oversight - The cash management proposal was approved in meetings held on March 25, 2025, by the board and supervisory committee [6]. - The independent directors and supervisory committee have the authority to oversee the use of cash management funds, and professional institutions may be engaged for audits if necessary [4].

证券代码：605368 证券简称：蓝天燃气 公告编号：2025-036 转债代码：111017 转债简称：蓝天转债 河南蓝天燃气股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 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： 公司第六届董事会第十次会议及公司第六届监事会第八次会议，审议通过 了《关于使用部分闲置募集资金进行现金管理的议案》，同意公司使用总额不 超过人民币 2 亿元（含 2 亿元）的闲置募集资金进行现金管理。同时在 12 个月 内（含 12 个月）该资金额度可滚动使用（以保证募集资金项目建设和使用为前 提）。具体内容见公司 2025 年 3 月 26 日披露的《蓝天燃气关于使用部分闲置 募集资金进行现金管理的公告》（公告编号：2025-017）。 一、本次现金管理的概况 （一）现金管理目的 为进一步提高资金使用效率，合理利用闲置募集资金，在确保不影响公司正 常经营的前提下，公司拟使用总额不超过人民币 2 亿元（含 2 亿元）的闲置募集 资金进行现金管理，以更好实现公司资金的保值增值。 ...

Investment Rating - The report maintains an "Overweight" rating for the gas industry [1] Core Viewpoints - Demand remains weak in the US and domestic gas prices have declined, while European gas prices have slightly increased. The inventory levels are lower year-on-year [1][10] - The US LNG import tariff has been reduced from 140% to 25%, improving the economic feasibility of US gas imports [1][41] Summary by Sections Price Tracking - As of May 16, 2025, the week-on-week changes in gas prices are as follows: US HH -4.9%, European TTF +0.3%, East Asia JKM +3.8%, China LNG ex-factory -0.4%, and China LNG CIF -0.6% [10] Supply and Demand Analysis - After a brief period of high temperatures, the climate has returned to suitable temperatures, leading to continued weak demand. The average total supply of natural gas in the US increased by 0.4% week-on-week to 1,104 billion cubic feet per day, while total demand decreased by 0.4% to 944 billion cubic feet per day [14] - European gas consumption for January-February 2025 was 1,155 billion cubic meters, up 11% year-on-year. As of May 15, 2025, European gas inventory was 497 TWh, down 251.5 TWh year-on-year [16] Pricing Progress - Nationwide pricing adjustments are gradually advancing, with 63% of cities implementing residential pricing adjustments, resulting in an average increase of 0.21 yuan per cubic meter [34] Important Events - The reduction of the US LNG import tariff from 140% to 25% enhances the economic viability of US gas imports [41] - The European Commission has voted to introduce more flexible natural gas storage filling targets, allowing member states to achieve storage goals with greater flexibility [46][47] Investment Recommendations - The report suggests focusing on companies that can optimize costs and benefit from the ongoing pricing mechanism adjustments. Key recommendations include: - New Hope Energy (dividend yield 5.4%) - China Resources Gas (dividend yield 4.5%) - Kunlun Energy (dividend yield 4.5%) - China Gas (dividend yield 7.0%) - Blue Sky Gas (dividend yield 8.8%) [48]

Investment Rating - The report maintains an "Overweight" rating for the gas industry [1] Core Viewpoints - The report highlights weak demand in the US and domestic gas price declines, with European gas prices showing a slight increase. The US LNG import tariff has been reduced to 25% [1][48] - The supply is expected to remain ample, with gas companies optimizing costs and a continued adjustment of pricing mechanisms, leading to potential demand growth [48] Price Tracking - As of May 16, 2025, the weekly price changes for various gas prices are as follows: US HH -4.9%, European TTF +0.3%, East Asia JKM +3.8%, China LNG ex-factory -0.4%, and China LNG CIF -0.6% [10][1] - The average total supply of natural gas in the US increased by 0.4% week-on-week to 110.4 billion cubic feet per day, while total demand decreased by 0.4% to 94.4 billion cubic feet per day [14][1] Supply and Demand Analysis - The report notes that after a brief period of high temperatures, the climate has returned to suitable temperatures, leading to continued weak demand in the US natural gas market [14] - In Europe, natural gas consumption for the first two months of 2025 was 115.5 billion cubic meters, a year-on-year increase of 11% [16][1] - Domestic gas prices in China have slightly decreased by 0.4% due to slow demand recovery and ample supply [22][1] Pricing Progress - Nationwide pricing adjustments are gradually being implemented, with 63% of cities having executed residential pricing adjustments, resulting in an increase of 0.21 yuan per cubic meter [34][1] Important Events - The US LNG import tariff has been significantly reduced from 140% to 25%, enhancing the economic viability of US gas imports [41][1] - The European Commission has voted in favor of introducing more flexible natural gas storage filling targets to avoid supply shortages and price spikes [46][1] Investment Recommendations - The report recommends focusing on companies that can optimize costs and benefit from the easing supply conditions, such as Xin'ao Energy, China Resources Gas, and Kunlun Energy, among others [48][1]

Core Viewpoint - The company plans to utilize part of its idle raised funds for cash management to enhance fund efficiency and ensure the preservation and appreciation of its capital [3][11]. Summary by Sections Cash Management Overview - The cash management aims to improve fund utilization efficiency and is set to use up to RMB 200 million of idle raised funds [3]. - The funds are sourced from temporarily idle raised capital, with a total raised amount of RMB 870 million from convertible bonds, netting approximately RMB 856.73 million after fees [4]. Cash Management Product Details - The cash management product is a structured deposit with a principal amount of RMB 50 million, with a fixed annual interest rate of 1.50% and a floating rate dependent on market conditions [6]. - The deposit has a term of 184 days, starting from May 14, 2025, and maturing on November 14, 2025 [6]. Fund Flow and Management - All funds from this cash management initiative will be directed towards the structured deposit product offered by the bank [7]. - The company will adhere to strict regulations and internal controls to manage and supervise the investment, ensuring the safety of the funds [8]. Trustee Information - The cash management is entrusted to the Pingdingshan branch of Industrial Bank Co., Ltd., which is a publicly listed financial institution with no related party relationships with the company [9]. Impact on the Company - The cash management initiative is designed to not affect the normal implementation of the company's fundraising projects while effectively controlling risks, thereby benefiting shareholders [11].

关于参加河南辖区上市公司 2025 年投资者网上集体接待日 活动的公告 特此公告。 河南蓝天燃气股份有限公司董事会 2025 年 5 月 15 日 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。 为进一步加强与投资者的互动交流，河南蓝天燃气股份有限公司定于 2025 年 5 月 22 日（周四）15:25-16：55 参加在全景网举办的河南辖区上市公司 2025 年投资者网上集体接待日活动，本次活动将采用网络远程的方式举行，投资者可 登录"全景•路演天下"（ http://rs.p5w.net）参与本次互动交流。 出席本次网上集体接待日活动的人员有：公司总经理黄涛先生、财务总监赵 永奎先生、董事会秘书赵鑫先生（如有特殊情况，参会人员将可能进行调整）， 欢迎广大投资者积极参与。 证券代码：605368 证券简称：蓝天燃气 公告编号：2025-035 转债代码：111017 转债简称：蓝天转债 河南蓝天燃气股份有限公司 ...

证券代码：605368 证券简称：蓝天燃气 公告编号：2025-034 转债代码：111017 转债简称：蓝天转债 河南蓝天燃气股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 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： 公司第六届董事会第十次会议及公司第六届监事会第八次会议，审议通过 了《关于使用部分闲置募集资金进行现金管理的议案》，同意公司使用总额不 超过人民币 2 亿元（含 2 亿元）的闲置募集资金进行现金管理。同时在 12 个月 内（含 12 个月）该资金额度可滚动使用（以保证募集资金项目建设和使用为前 提）。具体内容见公司 2025 年 3 月 26 日披露的《蓝天燃气关于使用部分闲置 募集资金进行现金管理的公告》（公告编号：2025-017）。 一、本次现金管理的概况 （一）现金管理目的 为进一步提高资金使用效率，合理利用闲置募集资金，在确保不影响公司正 常经营的前提下，公司拟使用总额不超过人民币 2 亿元（含 2 亿元）的闲置募集 资金进行现金管理，以更好实现公司资金的保值增值。 ...

关于参与设立并购基金暨关联交易的进展公告 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。 一、设立并购基金及关联交易概述 证券代码：605368 证券简称：蓝天燃气 公告编号：2025-032 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 河南蓝天燃气股份有限公司（以下简称"公司"）本次设立并购基金暨 关联交易事项已经公司第六届董事会独立董事 2024 年第二次专门会议、第六 届董事会第八次会议、第六届监事会第七次会议以及公司 2025 年第一次临时 股东大会审议通过，公司拟与河南汇融资产私募基金管理有限公司及河南燃 气集团有限公司共同成立河南汇融燃气并购产业投资基金合伙企业（有限合 伙）（暂定，以工商行政管理部门最终核定名称为准，以下简称"并购基金"）。 具 体 内 容 详 见 公 司 于 2024 年 12 月 28 日 在 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）披露的《蓝天燃气关于参与设立并购基金暨关联交易的公 告》（公告编号：2024-076）。 2025 年 1 ...

河南蓝天燃气股份有限公司 2、本次质押股份未被用作重大资产重组业绩补偿等事项的担保或其他保障用途。 股东名称 是否为 控股股 东 本次质 押股数 是否为限售股（如 是，注明限售类 型） 是否补 充质押 质押起始日 质押到期 日 质权人 占其所 持股份 比例 占公司 总股本 比例 质押融 资资金 用途 蓝天集团 是 1,136 万 股 否 是 2025 年 4 月 27 日 2027 年 8 月 5 日 中国工商银 行股份有限 公司驻马店 分行 3.71% 1.59% 补充质 押 1、本次股份质押基本情况 证券代码：605368 证券简称：蓝天燃气 公告编号：2025-033 债券代码：111017 债券简称：蓝天转债 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 1,136 万股的无限售流通股质押给中国工商银行股份有限公司驻马店 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 ...

Group 1 - Blue Sky Gas (605368.SH) reported its Q1 2025 results, with 13 institutional investors holding a total of 417 million shares, representing 58.31% of the total share capital [1] - The top ten institutional investors include notable entities such as Henan Blue Sky Group Co., Ltd. and China Construction Bank Co., Ltd., with their combined holding ratio at 58.29%, a decrease of 0.86 percentage points from the previous quarter [1] Group 2 - In the public fund sector, five funds increased their holdings compared to the previous period, with a total increase ratio of 0.35% [2] - One new public fund disclosed its holdings this period, while 150 funds did not disclose their holdings compared to the previous quarter, indicating a significant reduction in disclosure activity [2] - From the pension fund perspective, one pension fund increased its holdings, showing a slight rise in the holding ratio [2]