Core Viewpoint - The announcement details the share pledge and release activities of Henan Blue Sky Gas Co., Ltd. and its controlling shareholder, Blue Sky Group, indicating a significant level of pledged shares and ongoing shareholding adjustments. Group 1: Share Pledge and Release - Blue Sky Group holds 317,704,340 shares of the company, accounting for 44.46% of the total share capital, with a cumulative pledge of 246,260,000 shares, representing 77.51% of its holdings and 34.46% of the company's total shares [2] - As of the report date, the actual controller, Li Xinhua, has pledged 46,760,000 shares, with a total pledge by Blue Sky Group and Li Xinhua amounting to 290,260,000 shares, which is 79.64% of their combined holdings and 40.62% of the company's total shares [2] - Recently, Blue Sky Group released the pledge of 5.4 million shares while pledging an additional 7.1 million shares to China Bank, with all related registration procedures completed [2][3] Group 2: Pledge Details and Financial Implications - The total number of pledged shares due within the next six months is 22,256,000, representing 31.14% of the company's total shares, with a corresponding financing amount of 1.701 billion [4] - For the next year, excluding the aforementioned six-month pledges, an additional 3,520,000 shares are due, accounting for 4.93% of the total shares, with a financing amount of 240 million [4] - Blue Sky Group's credit status is reported as good, with sufficient repayment capacity from self-owned funds, investment income, and dividends, indicating no immediate risk of forced liquidation [5] Group 3: Impact on Company Operations - The share pledges by Blue Sky Group are not expected to significantly impact the company's operations, main business, financing costs, or ongoing viability [5] - The pledges involve freely tradable shares, and Blue Sky Group's strong credit status suggests that the risks associated with these pledges are manageable, with no threat to its controlling shareholder status or corporate governance structure [5] - Blue Sky Group does not have any performance compensation obligations related to these pledges [6]

Core Viewpoint - Blue Sky Gas announced the release and re-pledging of shares by Blue Sky Group, indicating significant changes in shareholding structure and potential implications for the company's financial health and market perception [1] Group 1: Share Pledge Information - Blue Sky Group released 5.4 million shares and pledged 7.1 million shares to China Bank, indicating active management of share collateral [1] - After these transactions, Blue Sky Group has a total of approximately 246 million shares pledged, which represents 77.51% of its total holdings and 34.46% of the company's total share capital [1] - The combined pledged shares of Blue Sky Group and Li Xinhua amount to approximately 290 million shares, accounting for 79.64% of their total holdings and 40.62% of the company's total share capital [1] Group 2: Revenue Composition - For the first half of 2025, Blue Sky Gas's revenue composition is as follows: pipeline natural gas sales account for 46.44%, urban natural gas sales for 40.58%, gas installation projects for 9.83%, other revenues for 2.4%, and natural gas transmission for 0.66% [1] Group 3: Market Capitalization - As of the report, Blue Sky Gas has a market capitalization of 6.9 billion yuan [1]

| 证券代码：605368 | 证券简称：蓝天燃气 | 公告编号：2025-064 | | --- | --- | --- | | 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 | | √控股股东/实际控制人及其一致行动人 | | --- | --- | | | □其他 5%以上大股东及其一致行动人 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | □其他______________（请注明） | 2.信息披露义务人信息 | | | 重要内容提示： 权益变动方向 比例增加√ 比例减少□ 权益变动前合计比例 50.00% 权益变动后合计比例 51.00% 本次变动是否违反已作出的承 诺、意向、计划 是□ 否√ 是否触发强制要约收购义务 是□ 否√ | 一致行动人名称 | | 投资者身份 | 统一社会信用代码 | | --- | --- | --- | --- | | 李新华 | √ | 控股股东/实控人 | √ 不适用 | | | □ | 控股股东/实控人的一致 | | | | 行动人 | ...

证券代码：605368 证券简称：蓝天燃气 公告编号：2025-065 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解除质押及质押的公告 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解除质押并质押的通知，蓝天集 团质押给中国银行股份有限公司驻马店分行 540 万股的无限售流通股解除了 质押，同时将其持有的公司 710 万股无限售流通股质押给中国银行股份有限 公司驻马店分行。上述解除质押及质押已办理完毕相关解除质押及质押登记 手续，具体情况如下： 注：上表中质押起始日及质押到期日为质押合同约定的债权确定期间，质押到期 日具体以实际解除质押登记日期为准。 | | | | | | | | | | | | 单位：股 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 持股数量 | 持股比 | 本次质押 | 本次质押 | ...

Core Points - The company, BluSky Gas (605368.SH), announced that its controlling shareholder, BluSky Group, increased its stake in the company by acquiring 7.1463 million shares, representing 1% of the total share capital [1] - Following this acquisition, the combined shareholding of BluSky Group and its concerted party, Li Xinhua, rose from 50.00% to 51.00%, triggering a 1% threshold change in equity [1]

Core Points - Blue Sky Gas (605368.SH) announced that its controlling shareholder, Blue Sky Group, increased its stake in the company by acquiring 7.1463 million shares, representing 1% of the total share capital [1] - Following this acquisition, the combined shareholding of Blue Sky Group and its concerted party, Li Xinhua, rose from 50.00% to 51.00%, triggering a 1% threshold change in equity [1]

Core Viewpoint - Blue Sky Gas announced the pledge of 7.4 million shares by its controlling shareholder, Henan Blue Sky Group, to Ping An Bank for operational financing [1] Group 1 - The pledged shares represent 2.34% of the shares held by Blue Sky Group and 1.04% of the total share capital of Blue Sky Gas [1] - The pledge registration procedures have been completed [1] - The financing is intended for daily operational turnover [1]

Group 1 - The core point of the news is that Blue Sky Gas has announced significant share pledges by its major shareholders, which may impact the company's financial stability and investor confidence [1] - After the recent pledges, Blue Sky Group has pledged approximately 245 million shares, accounting for 77.3% of its total shares held and 34.22% of the company's total share capital [1] - The total pledged shares by Blue Sky Group and Li Xinhua amount to about 289 million shares, representing 79.47% of their combined holdings and 40.38% of the company's total share capital [1] Group 2 - For the first half of 2025, Blue Sky Gas's revenue composition is as follows: pipeline natural gas sales account for 46.44%, urban natural gas sales for 40.58%, gas installation projects for 9.83%, other revenues for 2.4%, and natural gas transmission for 0.66% [1] - The current market capitalization of Blue Sky Gas is 6.9 billion yuan [2]

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 ...

Core Insights - The gas sector experienced a slight increase of 0.44% on November 5, with Shouhua Gas leading the gains [1] - The Shanghai Composite Index closed at 3969.25, up 0.23%, while the Shenzhen Component Index closed at 13223.56, up 0.37% [1] Gas Sector Performance - Shouhua Gas (300483) closed at 14.85, with a rise of 4.72% and a trading volume of 279,000 shares, amounting to a transaction value of 413 million yuan [1] - ST Jinwan (000669) and Shuifa Gas (603318) also showed significant gains, with increases of 4.35% and 3.55% respectively [1] - The overall trading volume and transaction values for various gas stocks indicate active market participation [1] Fund Flow Analysis - The gas sector saw a net outflow of 169 million yuan from institutional investors, while retail investors contributed a net inflow of 218 million yuan [2] - Notable stocks like Shouhua Gas and Changchun Gas experienced varying levels of net inflow and outflow from different investor categories [3] - The data indicates a mixed sentiment among different investor types, with institutional investors pulling back while retail investors increased their positions [2][3]