Company Overview - Guangju Energy Co., Ltd. was established in 1999 and is located in Shenzhen, primarily engaged in the manufacturing of chemical raw materials and products [1][2] - The company has a registered capital of 528 million RMB and a paid-in capital of 245 million RMB [1] Financial Performance - As of the first quarter of 2025, the company reported total operating revenue of 327 million RMB, a year-on-year decrease of 37.87% [1] - The net profit attributable to shareholders was 14.5 million RMB, showing a year-on-year increase of 110.99% [1] - The non-recurring net profit was 10.4 million RMB, reflecting a year-on-year growth of 45.43% [1] - The liquidity ratios are strong, with a current ratio of 16.566 and a quick ratio of 16.100, while the debt-to-asset ratio stands at 5.66% [1] Market Activity - As of July 29, 2025, Guangju Energy's stock closed at 12.37 RMB, down 0.8%, with a turnover rate of 1.65% and a trading volume of 84,200 lots, amounting to a transaction value of 104 million RMB [1] - The main funds experienced a net outflow of 34.67 million RMB, accounting for 33.26% of the transaction value, with significant outflows from large orders [1] Investment and Intellectual Property - The company has made investments in 21 enterprises and participated in 85 bidding projects [2] - It holds 6 trademark registrations and has obtained 9 administrative licenses [2]

沪指7月14日上涨0.27%，申万所属行业中，今日上涨的有21个，涨幅居前的行业为机械设备、公用事 业，涨幅分别为1.23%、1.04%。石油石化行业今日上涨0.86%。跌幅居前的行业为房地产、传媒，跌幅 分别为1.29%、1.24%。 石油石化行业今日上涨0.86%，全天主力资金净流入9110.01万元，该行业所属的个股共47只，今日上涨 的有28只，涨停的有1只；下跌的有17只。以资金流向数据进行统计，该行业资金净流入的个股有18 只，其中，净流入资金超千万元的有7只，净流入资金居首的是中国石油，今日净流入资金2.55亿元， 紧随其后的是中国石化、中国海油，净流入资金分别为9607.06万元、8486.13万元。石油石化行业资金 净流出个股中，资金净流出超千万元的有14只，净流出资金居前的有广汇能源、*ST新潮、广聚能源， 净流出资金分别为1.11亿元、4323.51万元、3926.64万元。（数据宝） | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 601857 | 中国石油 | 2.66 ...

股东方面，截至2025年3月31日，广聚能源股东户数20396户，较上次增加1317户，户均持股市值35.28 万元，户均持股数量2.76万股。 7月14日，广聚能源今日收盘12.59元，下跌1.56%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到63.56倍，总市值66.48亿元。 从行业市盈率排名来看，公司所处的石油行业行业市盈率平均13.10倍，行业中值29.92倍，广聚能源排 名第16位。 最新一期业绩显示，2025年一季报，公司实现营业收入3.27亿元，同比-37.87%；净利润1449.72万元， 同比110.99%，销售毛利率10.80%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)10广聚能源63.5668.562.3666.48亿行业平均 13.1011.771.221867.46亿行业中值29.9234.091.6566.18亿1中国海油9.198.981.5812381.55亿2中国石油 9.819.871.0416252.26亿3*ST新潮13.8813.731.22279.50亿4广汇能源14.0113.471.44398.86亿5中国石化 15.4613 ...

Core Viewpoint - Guangju Energy (000096.SZ) is experiencing a significant decline in net profit for the first half of 2025, with a forecasted profit of only 9 million yuan, representing a 59.81% decrease compared to the same period last year [2][4]. Financial Performance - The company's net profit attributable to shareholders is approximately 9 million yuan, down from 22.39 million yuan in the same period last year, marking a decline of about 59.81% [4]. - The net profit after deducting non-recurring gains and losses is approximately 1.6 million yuan, a staggering drop of 93.40% year-on-year from 24.25 million yuan [4]. - Basic earnings per share are estimated at 0.02 yuan, down from 0.04 yuan per share in the previous year [4]. Business Operations - Guangju Energy's main business, which includes wholesale and retail of refined oil, is facing intensified competition, leading to a sharp decline in performance [5]. - In Q2, the company reported a single-quarter loss of approximately 5.49 million yuan, following a net profit of 14.5 million yuan in Q1, indicating a drastic drop in performance [5]. - Revenue from the refined oil business decreased by 18.64% year-on-year to 1.507 billion yuan, accounting for 76.5% of total revenue, while revenue from chemical trade fell by 37.49% to 393 million yuan, making up 21.92% of total revenue [5]. Challenges and Strategic Moves - The company attributes its performance decline to reduced demand for industrial oil and transportation, increased penetration of new and alternative energy sources, and shrinking price margins in the refined oil sector [5]. - Guangju Energy is attempting to transform its business model through cross-industry acquisitions, but faced opposition from two board members regarding a proposed acquisition of a loss-making company [7][8]. - The board members expressed concerns about the uncertainty of turning around the acquired company, which has reported cumulative losses exceeding 72 million yuan over the past three years [7][8].

Performance Forecast - The company expects a net profit of approximately 9 million yuan for the current reporting period, a decrease of about 59.81% compared to the same period last year, which was 22.39 million yuan [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses is expected to be around 1.6 million yuan, down approximately 93.40% from 24.25 million yuan in the previous year [1] - Basic earnings per share are projected to be about 0.02 yuan, compared to 0.04 yuan in the same period last year [1] Reasons for Performance Changes - The decline in net profit is attributed to decreased transportation demand, increasing penetration of new and alternative energy sources, and intensified competition in the refined oil industry, leading to a reduction in the price difference and sales volume of refined oil [1] - The company is undergoing a transformation in its trading business, with a contraction in chemical product trading and an overall decline in chemical product sales [1] - The company reported non-recurring gains of approximately 7.4 million yuan, a significant increase of about 497.91% compared to a loss of 1.86 million yuan in the previous year, primarily due to increased gains from the disposal of trading financial assets and changes in fair value [2]

Group 1 - The stock price of Guangju Energy (000096) closed at 12.91 yuan on July 4, 2025, down by 0.77% with a turnover rate of 1.82% and a trading volume of 93,200 shares, amounting to a total transaction value of 1.2 billion yuan [1] - On July 4, 2025, the net outflow of main funds was 21.03 million yuan, accounting for 17.5% of the total transaction value, while retail investors saw a net inflow of 19.06 million yuan, representing 15.86% of the total transaction value [2][5] - The 2024 annual profit distribution plan of Guangju Energy has been approved by the shareholders' meeting, which includes a cash dividend of 0.75 yuan per 10 shares (before tax), totaling 39.6 million yuan [3][5] Group 2 - The record date for the dividend distribution is set for July 10, 2025, and the ex-dividend date is July 11, 2025 [4] - The company will distribute cash dividends through China Securities Depository and Clearing Corporation Limited, Shenzhen Branch, with some dividends being distributed directly by the company [4]

证券代码：000096 证券简称：广聚能源 公告编号：2025-028 深圳市广聚能源股份有限公司 2024年度权益分派实施公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、股东大会审议通过权益分派方案情况 深圳市广聚能源股份有限公司（以下简称"公司"）2024年度权益分派方案 已获2025年5月20日召开的2024年度股东大会审议通过。该权益分派方案的具体 内容为：以2024年12月31日总股本52,800万股为基数，向全体股东每10股派现金 0.75元人民币（含税），共派发现金3,960万元人民币（含税），本次不进行资 本公积金转增股本。 自权益分派方案披露至实施期间公司股本总额没有发生变化；本次实施的权 益分派方案以固定总额的方式分配，与公司2024年度股东大会审议通过的分派方 案一致；本次实施权益分派方案距离股东大会审议通过的时间未超过两个月。 二、本次实施的权益分派方案 以公司现有总股本52,800万股为基数，向全体股东每10股派现金0.75元人民 币（含税，扣税后，通过深股通持有股份的香港市场投资者、QFII、RQFII以及 持有首发前限售 ...

Core Insights - The "Shenzhen State-owned Enterprises New Media Information Release Observation List" was launched to evaluate the information dissemination of state-owned enterprises and listed companies in Shenzhen, focusing on reading volume as a key indicator of influence [1] - The May 2025 report shows a slight decline in reading volume for state-owned enterprise accounts, while overall activity remains stable [2][4] - The top three accounts by article volume are Shenzhen Bus Group (90), Special Development Group (72), and Shenzhen Eastern Bus (67) [2][3] Group 1: Article Volume and Performance - The total number of articles published by state-owned enterprise accounts increased in May compared to April, with Shenzhen Bus Group leading with 90 articles [2][3] - The reading volume for the top three accounts includes Shenzhen Metro (42.2W+), Shenzhen Eastern Bus (17.2W+), and Shenzhen Gas (11.4W+) [5][6] - Special Development Group saw a significant increase in article volume, nearly doubling its output [2] Group 2: Engagement Metrics - The top three accounts by likes are Shenzhen Metro (2492), Shenzhen Bus Group (2112), and Shenzhen Eastern Bus (650) [7] - In terms of recommendations, Shenzhen Bus Group leads with 1407, followed by Shenzhen Metro (1020) and Shenzhen Eastern Bus (411) [9] - Despite lower article output, Guoxin Securities maintains a strong reading volume, indicating high content appeal [4][5] Group 3: Content Strategy and User Engagement - Shenzhen Metro's content strategy focuses on timely information, event-driven campaigns, and user-centric topics, achieving high engagement during key holidays [10][11] - Shenzhen Eastern Bus employs a modular content approach, emphasizing heartwarming stories and internal communications, but lacks strong user interaction [15] - Shenzhen Gas focuses on providing evergreen content related to gas safety and services, resulting in high repeat engagement [18] Group 4: Company-Specific Insights - Shenzhen State-owned Enterprises listed companies show a notable increase in article output, with Deep Special Power and Special Development Information leading the way [21] - The overall performance of state-owned enterprise accounts indicates a competitive landscape, with top accounts maintaining strong positions in terms of content dissemination and user engagement [21]

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Guangju Energy, indicating a significant decline in revenue while showing a substantial increase in net profit [1][2] - As of June 24, Guangju Energy's stock closed at 13.2 yuan, down 4.56%, with a rolling PE ratio of 66.64 times and a total market capitalization of 6.97 billion yuan [1] - The average PE ratio for the oil industry is 12.92 times, with a median of 30.72 times, placing Guangju Energy at the 17th position within the industry [1][2] Group 2 - For the first quarter of 2025, Guangju Energy reported an operating income of 327 million yuan, a year-on-year decrease of 37.87%, while net profit reached 14.5 million yuan, reflecting a year-on-year increase of 110.99% [2] - The company's sales gross margin stands at 10.80% [2] - As of March 31, 2025, Guangju Energy had 20,396 shareholders, an increase of 1,317 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares per shareholder [1]

证券代码：000096 证券简称：广聚能源 公告编号：2025-027 深圳市广聚能源股份有限公司 关于为全资子公司提供担保的进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 一、担保情况概述 深圳市广聚能源股份有限公司（以下简称"公司""本公司"）于 2025 年 4 月 25 日、2025 年 5 月 20 日分别召开第九届董事会第六次会议、2024 年度股 东大会，审议通过了《关于公司及子公司 2025 年度申请贷款综合授信额度暨提 供担保的议案》。为保障公司主营业务及投资项目的资金周转需求，2025 年度， 公司向华润银行等 6 家金融机构以免担保信用方式申请综合授信额度，总金额为 人民币 20 亿元，公司相关全资子公司深圳市南山石油有限公司、航天欧华信息 技术有限公司（以下简称"航天欧华"）等使用上述银行授信额度本公司将承担 连带责任保证担保；如本公司使用上述银行授信额度，公司之全资子公司将承担 连带责任保证担保。 上述额度在有效期内可以循环使用，无需公司另行出具决议。该额度仅为公 司拟申请的综合授信额度，不等于公司的实际融资金额，实际融资金额 ...