Group 1 - The stock price of Shengli Co., Ltd. (000407) has experienced fluctuations over the past week, driven by shale gas, natural gas, and the Russia-Ukraine conflict concepts [1] - The company is expected to disclose a significant asset restructuring plan in November 2025, which involves the acquisition of gas-related assets, potentially impacting its business structure in the long term [1] - The gas industry is currently affected by factors such as warming temperatures and gas price fluctuations [1] Group 2 - Over the past week (February 9 to February 13), Shengli Co., Ltd. saw a price decline of 3.35%, with a peak price of 5.18 yuan on February 9 and a low of 4.90 yuan on February 13 [2] - As of February 13, the closing stock price was 4.91 yuan, with a turnover rate of 3.26% and a total market value of 4.321 billion yuan [2] - On February 11, there was a net outflow of 10.4008 million yuan from major funds, indicating low short-term participation from investors [2] Group 3 - According to Dongwu Securities' gas industry weekly report published on February 9, the recent warming temperatures have led to a decline in gas prices in Europe and the U.S., with the U.S. HH gas price dropping by 31.5% week-on-week [3] - Domestic gas prices remain stable, and the industry is continuing to push forward with pricing policies, although there are risks associated with potential reductions in transportation fees [3] - While the report does not directly comment on Shengli Co., Ltd., changes in the industry fundamentals may indirectly affect sentiment in the gas sector [3]

证券代码：000407 证券简称：胜利股份 公告编号：2026-003 号 山东胜利股份有限公司 关于筹划发行股份及支付现金购买资产并募集配套资金 暨关联交易事项的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 重要内容提示： 1.山东胜利股份有限公司（以下简称"公司"）于2025年11月11日披露 的《山东胜利股份有限公司发行股份及支付现金购买资产并募集配套资金暨 关联交易预案》（以下简称"本次交易预案"）及其摘要中已对本次交易涉 及的有关风险因素及尚需履行的审批程序进行了详细说明，提请广大投资者 注意投资风险。 2.截至本公告披露日，除本次交易预案披露的风险因素外，公司尚未发 现可能导致公司董事会或者交易对方撤销、中止本次交易或者对本次交易方 案作出实质性变更的相关事项。本次交易相关工作正在有序进行中，公司将 根据相关事项的进展情况，及时履行信息披露义务。 一、本次交易概述 公司拟以发行股份及支付现金的方式购买中油燃气投资集团有限公司 持有的中油燃气（珠海横琴）有限公司100%股权、天达利通新能源（珠海） 有限公司持有的天达胜通新能源（珠海）有限 ...

Group 1: Dividend Indices - The Low Volatility Dividend Index (H30269.CSI) includes 50 securities with good liquidity, continuous dividends, moderate payout ratios, positive growth in dividends per share, high dividend yields, and low volatility, with a dividend yield of 4.57% as of February 2 [1] - The Quality Dividend Index (931468.CSI) consists of 50 securities that continuously pay cash dividends, have high payout ratios, and exhibit high profitability, with a dividend yield of 2.95% as of February 2 [1] Group 2: Company Dividend Announcements - Lanzhou Bank announced a cash dividend of RMB 0.50 per 10 shares (tax included), with a record date of February 6, 2026, and an ex-dividend date of February 9, 2026 [2] - CITIC Securities declared a cash dividend of RMB 0.29 per share (tax included), with a record date of February 6, 2026, and an ex-dividend date of February 9, 2026 [2] - Zhongcheng Consulting will distribute a cash dividend of RMB 4.00 per 10 shares (tax included), with a record date of February 9, 2026, and an ex-dividend date of February 10, 2026 [2] - Victory Shares announced a cash dividend of RMB 0.15 per 10 shares (tax included), with a record date of February 9, 2026, and an ex-dividend date of February 10, 2026 [2] - Three Gorges Water Conservancy declared a cash dividend of RMB 0.05 per share (tax included), with a record date of February 6, 2026, and an ex-dividend date of February 9, 2026 [3] - Anhui Construction announced a cash dividend of RMB 0.10 per share (tax included), with a record date of February 6, 2026, and an ex-dividend date of February 9, 2026 [3] - Haitong Development declared a cash dividend of RMB 0.05 per share (tax included), with a record date of February 6, 2026, and an ex-dividend date of February 9, 2026 [3] - Rongsheng Environmental Protection announced a cash dividend of RMB 3.80 per 10 shares (tax included), with a record date of February 6, 2026, and an ex-dividend date of February 9, 2026 [4] - Zhizheng Co. declared a cash dividend of RMB 0.01 per share (tax included), with a record date of February 9, 2026, and an ex-dividend date of February 10, 2026 [4] - Jianfa Co. announced a cash dividend of RMB 0.20 per share (tax included), with a record date of February 10, 2026, and an ex-dividend date of February 11, 2026 [4] - AVIC Shenyang Aircraft announced a cash dividend of RMB 0.14 per share (tax included), with a record date of February 10, 2026, and an ex-dividend date of February 11, 2026 [5]

证券代码：000407 证券简称：胜利股份 公告编号：2026-002 号 山东胜利股份有限公司董事会 2025 年中期权益分派实施公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 山东胜利股份有限公司（以下简称"公司"或"本公司"）2025年中期 利润分配方案已获2025年12月29日召开的公司2025年第二次临时股东会审 议通过，现将权益分派事宜公告如下： 一、股东会审议通过的利润分配方案情况 1.2025年12月29日，公司2025年第二次临时股东会审议通过了公司2025 年中期利润分配预案，实施方案为：以公司2025年6月30日总股本 880,084,656股为基数，以未分配利润向全体股东每10股派发现金红利0.15 元（含税），共计派发现金股利人民币13,201,269.84元（含税）。2025年半 年度不送股，也不以资本公积金转增股本。如在分配预案披露至实施期间因 新增股份上市、股权激励授予行权或股份回购等事项导致总股本发生变化的， 公司将按照分配总额不变的原则对分配比例进行调整。 2.自利润分配方案披露至实施期间公司股本总额未发生变化。 3. ...

Core Viewpoint - The company has announced the approval of its profit distribution plan for the first half of 2025, which includes a cash dividend payout to shareholders [1] Group 1: Profit Distribution - The company will distribute a cash dividend of 0.15 yuan per 10 shares to all shareholders, totaling 13.2013 million yuan [1] - The total share capital as of June 30, 2025, is 880,084,656 shares [1] - There will be no stock bonus or capital reserve conversion to increase share capital for the first half of 2025 [1] Group 2: Key Dates - The record date for the dividend entitlement is February 9, 2026 [1] - The ex-dividend date is February 10, 2026 [1] - Cash dividends will be distributed on February 10, 2026 [1]

Group 1 - The core viewpoint of the article is that Shengli Co., Ltd. (000407) does not currently include AI business in its operations but is planning to enhance its operations and customer service through digitalization and AI technologies [1] Group 2 - The company is actively engaging with investors on platforms to clarify its business scope and future plans [1] - The focus on digitalization and AI indicates a strategic shift towards modernizing its operational capabilities [1] - The company's current business model does not encompass AI, highlighting a potential area for future growth and development [1]

Group 1 - The shale gas concept index rose by 2.99%, ranking 6th among concept sectors, with 44 stocks increasing, including RenZhi Co. and Shengli Co. hitting the daily limit [1] - Leading stocks in the shale gas sector included Sinopec, Shengli Co., and PetroChina, with net inflows of 3.12 billion, 2.13 billion, and 2.02 billion respectively [2][4] - The top three stocks by net inflow ratio were Shengli Co. at 31.94%, RenZhi Co. at 19.71%, and PetroChina at 14.64% [3] Group 2 - The shale gas sector saw a net inflow of 10.61 billion, with 22 stocks receiving net inflows, and 6 stocks exceeding 1 billion in net inflow [2] - The highest daily gainers in the shale gas sector included Shengli Co. at 9.92%, PetroChina at 4.19%, and Sinopec at 4.12% [4][5] - The overall market performance showed a mixed trend, with some stocks like Hongtian Co. and ShaanGu Power experiencing declines of 3.62% and 1.78% respectively [1][6]

Core Insights - The gas sector experienced a significant increase of 3.66% on January 22, with Teris leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] Gas Sector Performance - Teris (code: 920014) saw a closing price of 16.04, with a remarkable increase of 29.98% and a trading volume of 201,100 shares, amounting to a transaction value of 307 million yuan [1] - Zhongtai Co. (code: 300435) closed at 35.27, up 15.07%, with a trading volume of 634,100 shares and a transaction value of 2.172 billion yuan [1] - Victory Co. (code: 000407) closed at 5.32, up 9.92%, with a trading volume of 1,283,400 shares and a transaction value of 665 million yuan [1] - New Natural Gas (code: 603393) closed at 29.95, up 6.21%, with a trading volume of 254,700 shares and a transaction value of 761 million yuan [1] - Jiufeng Energy (code: 605090) closed at 52.37, up 5.95%, with a trading volume of 342,500 shares and a transaction value of 1.763 billion yuan [1] Capital Flow Analysis - The gas sector saw a net inflow of 603 million yuan from main funds, while retail investors experienced a net outflow of 284 million yuan [2] - Main funds showed significant net inflows in stocks like Victory Co. (1.92 billion yuan) and Jiufeng Energy (136 million yuan) [3] - Retail investors had notable outflows in stocks such as Victory Co. (-98.16 million yuan) and Jiufeng Energy (-51.37 million yuan) [3]

Core Viewpoint - The A-share market shows a slight increase with the Shanghai Composite Index at 4121.37 points, above the five-day moving average, indicating a positive market sentiment [1]. Group 1: Market Performance - The A-share total trading volume reached 21,972.69 billion yuan today [1]. - 817 A-shares have prices that surpassed the five-day moving average, reflecting a bullish trend in the market [1]. Group 2: Individual Stock Performance - Stocks with significant deviations from the five-day moving average include: - Huakai Yibai (300592) with a deviation rate of 15.34% and a daily increase of 20.03% [2]. - Shenxinfeng (300454) with a deviation rate of 12.65% and a daily increase of 20.00% [2]. - Qingyun Technology (688316) with a deviation rate of 12.47% and a daily increase of 16.94% [2]. - Other notable stocks with smaller deviations include: - Qizheng Tibetan Medicine, Dekeli, and Anfu Technology, which have just crossed the five-day moving average [1].

Core Viewpoint - The natural gas sector is experiencing a significant surge, driven by geopolitical uncertainties and rising energy prices, particularly in Europe and the U.S. [1][3][7] Group 1: Market Performance - On January 22, the energy sector showed strong performance, with natural gas stocks like Bluestar Holdings and Victory Shares hitting their daily limits [1] - European natural gas prices reached €40 per megawatt hour for the first time since June, with a year-to-date increase exceeding 40% [1] - U.S. natural gas futures surged over 30%, reaching $5 for the first time since December [1][3] Group 2: Geopolitical Influences - Increased geopolitical uncertainties have led investors to bet on rising oil prices, pushing the U.S. energy sector to historical highs [3][7] - The U.S. is expected to see nearly 10 million tons of LNG export facilities come online in Q1, boosting demand due to rising European gas prices [6][7] Group 3: Stock Performance - The A-share natural gas sector rose by 2.44% in early trading, reflecting the positive sentiment in the market [5] - Notable stock performances included Tris, which saw a rise of over 21%, and Zhongtai Shares, which increased by nearly 15% [6] Group 4: Future Outlook - Analysts predict that the cold weather in the U.S. and Europe will support natural gas prices, with a potential for short-term price increases [7] - The geopolitical risk premium is expected to maintain oil prices, with WTI crude oil at a critical threshold of $60 per barrel [7][8]