Group 1 - Tongyuan Petroleum, based in Chengdu, is a leading company in perforation technology, providing a full range of oil and gas engineering services, and is well-positioned to benefit from rising oil prices through increased orders and revenue [1][36] - Huai Oil Co., located in Jiangsu, has a stable oil and gas production base and benefits from regional cooperation, allowing for dual revenue growth during rising oil prices [2][37] - CNOOC Services, the largest marine oil and gas engineering service provider in China, is set to see significant increases in drilling platform utilization and service orders due to rising oil prices [3][38] Group 2 - Sinopec Oilfield Services, a leading player in oil and gas engineering services, is expected to benefit from increased internal orders and global oil development opportunities as oil prices rise [4][39] - Beiken Energy, based in Xinjiang, focuses on oilfield technical services and is well-positioned to expand its business in response to rising oil prices and increased exploration activities in the western oil and gas regions [5][41] - Zhongman Petroleum, with integrated oil and gas exploration and service capabilities, is likely to see increased orders and revenue from both domestic and international projects as oil prices rise [6][42] Group 3 - Potential Energy, specializing in oil and gas exploration technology services, is expected to benefit from increased demand for high-precision exploration services as oil prices rise [8][43] - China National Offshore Oil Corporation, the largest offshore oil producer in China, is positioned to benefit from rising oil prices through increased revenue from oil sales and a focus on deepwater development [9][44] - Bomeike, focusing on marine oil and gas engineering equipment, is set to see increased demand for its products as marine oil and gas projects accelerate due to rising oil prices [10][45] Group 4 - Blue Flame Holdings, a leader in coalbed methane development, is expected to benefit from rising demand for clean energy and increased coalbed methane sales prices as oil prices rise [11][47] - Shouhua Gas, with a comprehensive natural gas business model, is likely to see revenue growth from both upstream exploration and downstream distribution as oil prices and natural gas prices rise [12][48] - CNOOC Engineering, a leading marine oil and gas engineering construction company, is expected to gain stable orders and enhance profitability through deep cooperation with CNOOC as oil prices rise [13][49] Group 5 - Intercontinental Oil and Gas, focusing on overseas oil resource development, is well-positioned to benefit from rising oil prices through increased sales revenue from its overseas oil fields [14][50] - Guanghui Energy, a comprehensive energy service provider, is expected to see significant revenue growth from its oil and gas extraction and LNG production businesses as oil prices rise [15][51] - CNOOC Development, providing comprehensive marine oil and gas services, is likely to see increased demand for its services as oil production rises due to higher oil prices [16][52] Group 6 - China Petroleum Engineering, a leading oil and gas engineering construction company, is set to benefit from increased orders due to rising oil prices and expanded overseas market opportunities [18][54] - New Natural Gas, focusing on natural gas exploration and distribution, is expected to see revenue growth from both upstream and downstream operations as oil and natural gas prices rise [19][55] - ST Xinchao, despite its current ST status, is expected to see improved performance from its oil and gas business as oil prices rise, benefiting from the synergy between its oil and chemical operations [20][56]

Group 1 - Donghua Energy's stock closed at 8.33 yuan, with a slight increase of 0.24% on January 13 [1] - A block trade occurred involving 598,000 shares, totaling a transaction amount of 4.9813 million yuan, with a premium rate of 0.00% [1] - Over the past three months, the stock has seen one block trade with a total transaction amount of 4.9813 million yuan [1] Group 2 - In the last five trading days, Donghua Energy's stock has increased by 1.34%, with a net inflow of main funds amounting to 9.5522 million yuan [1]

Summary of Key Points Core Viewpoint - Donghua Energy executed a block trade of 598,000 shares on January 13, with a transaction value of 4.9813 million yuan, representing 3.15% of the total trading volume for the day, at a price of 8.33 yuan, which is consistent with the market closing price [1]. Group 1: Trading Details - The trading date was January 13, 2026, with the stock code 002221 for Donghua Energy [2]. - The transaction price was 8.33 yuan per share, with a total volume of 598,000 shares traded [2]. - The total transaction amount reached 4.9813 million yuan, indicating institutional participation in the trade [2].

Core Viewpoint - Donghua Energy announced the approval of a proposal to sell assets related to precious metal waste catalysts at its first extraordinary shareholders' meeting of 2026 [2] Group 1 - The company held its first extraordinary shareholders' meeting of 2026 on January 12 [2] - The proposal regarding the sale of subsidiary assets was successfully passed during the meeting [2]

江苏金禾律师事务所 关于东华能源股份有限公司 2026年第一次临时股东会的法律意见书 致：东华能源股份有限公司 根据《公司法》、《证券法》和中国证券监督管理委员会发布的《上市公司 股东会规则》等法律、法规和规范性文件以及贵公司《章程》的规定，本所受贵 公司董事会的委托，指派本律师出席贵公司2026年第一次临时股东会，并就本次 临时股东会的召集、召开程序、出席会议人员资格、召集人资格、表决程序以及 表决结果的合法有效性等事项出具法律意见。 本所及经办律师依据《证券法》、《律师事务所从事证券法律业务管理办法》 和《律师事务所证券法律业务规则》等规定及本法律意见书出具日以前已经发生 或者存在的事实，严格履行了法定职责，遵循了勤勉尽责和诚实信用原则，进行 了充分的核查验证，保证本法律意见书所认定的事实真实、准确、完整，所发表 的结论性意见合法、准确，不存在虚假记载、误导性陈述或者重大遗漏，并承担 相应法律责任。 本所及经办律师同意将本法律意见书随贵公司本次临时股东会决议一并公 告，并依法对本法律意见书承担相应的责任。 一、本次临时股东会的召集、召开程序 1、本次临时股东会的召集 2025 年 12 月 27 日 ， ...

1、本次股东会未出现否决议案的情形。 2、本次股东会未涉及变更以往股东会已通过的决议。 证券代码：002221 证券简称：东华能源 公告编号：2026-001 东华能源股份有限公司 2026年第一次临时股东会决议公告 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。 特别提示： 3、为尊重中小投资者利益，提高中小投资者对公司股东会决议重大事项的 参与度，本次股东会审议的议案对中小投资者单独计票。中小投资者指以下股东 以外的其他股东：（1）上市公司的董事、高级管理人员；（2）单独或者合计 持有上市公司5%以上股份的股东。 一、会议召开和出席情况 1、2026 年第一次临时股东会的会议通知已以公告形式刊登于《证券时报》 与巨潮资讯网，会议采取现场与网络相结合的方式举行，现场会议于 2026 年 1 月 12 日在公司南京管理总部会议室召开。网络会议通过深圳证券交易所的交易 系统与深圳证券交易所互联网投票系统分别于 2026 年 1 月 12 日 9:15-9:25、 9:30-11:30、13:00-15:00 以及 2026 年 1 月 12 日 9:15-15: ...

Group 1 - The core viewpoint of the article is that Donghua Energy is making steady progress on its low-cost, high-quality T1000-grade carbon fiber project in Maoming, with the first production line being installed and expected to be operational by mid-next year [1] - Carbon fiber and composite materials possess excellent properties such as lightweight, high-temperature resistance, and high modulus and strength, making them key materials for core components in the commercial aerospace sector, including rocket bodies, engine casings, and satellite brackets [1]

每经AI快讯，有投资者在投资者互动平台提问：请问公司茂名碳纤维项目进展如何，另外贵公司的产 品是否可以用于火箭、卫星等商业航天领域？ 东华能源（002221.SZ）12月29日在投资者互动平台表示，公司茂名低成本高品质万吨T1000级碳纤维 项目建设工作正稳步推进，第一条线正在安装，争取明年年中投产。碳纤维及复材具有轻量化、耐高 温、高模高强等优秀性能，可作为火箭、卫星等核心部件的关键材料在商业航天领域广泛应用，例如火 箭箭体、发动机壳体、卫星支架等。 （文章来源：每日经济新闻） ...

Core Viewpoint - Donghua Energy (002221) announced the sale of precious metal-containing waste catalysts to Haotong Technology (301026), with the assets originally valued at 527 million yuan and appraised at 1.11 billion yuan, reflecting an appreciation of over 110% [1][3] Group 1: Transaction Details - The waste catalysts, primarily sourced from the company's and its subsidiaries' main business operations, are essential for catalytic reactions in chemical product synthesis and purification [2] - The catalysts become waste due to decreased activity and performance over time, necessitating their replacement, which leads to the generation of these waste assets [2] - The total original value of the waste catalysts is 634 million yuan, with a net value of 527 million yuan as of November 30, 2025 [2] Group 2: Valuation and Pricing - The appraisal report from Zhonglian Asset Appraisal Consulting (Shanghai) Co., Ltd. indicates that the waste catalysts are valued at 1.11 billion yuan as of December 24, 2025, with a high appreciation rate of 110.50% [3] - The valuation method utilized includes market pricing based on catalyst weight, platinum content, and the closing price of platinum on the Shanghai Gold Exchange [3] - The pricing model in the contract includes three pricing methods: market price based on 97% of the Shanghai Gold Exchange closing price, target price set by the seller, and immediate order pricing confirmed via email [3] Group 3: Impact and Benefits - The transaction is part of the subsidiaries' routine operations, aimed at optimizing the asset-liability structure and enhancing the management efficiency of waste catalyst assets [4] - The sale is expected to improve cash flow and align with the overall interests of the company and its shareholders [4] - The actual impact on the company's performance will depend on the fulfillment of the framework contract and subsequent orders [4]

格隆汇12月26日丨东华能源(002221.SZ)公布，公司子公司东华能源（宁波）新材料有限公司（简称"宁 波新材料"）、东华能源（茂名）有限公司（简称"东华茂名"）鉴于持有贵金属、产生废催化剂、换剂 周期性等现状，拟与徐州浩通新材料科技集团股份有限公司（简称"浩通科技"）签署《含贵金属废催化 剂综合利用框架合同》，针对含贵金属废催化剂（简称"废催化剂"）的销售等相关事宜达成合作。本次 出售资产为含铂金废催化剂，资产类别为固定资产，合计账面原值为63,889.19万元，截至2025年11月30 日账面净值为52,739.53万元。 ...