Group 1: Equity Acquisition - Changguang Huaxin's wholly-owned subsidiary plans to invest 8 million yuan to subscribe for shares in the related party Suzhou Xingyuan Optoelectronics Technology Co., increasing its equity stake from 20% to 23.07% [1] Group 2: Performance Disclosure - Laimei Pharmaceutical reported a revenue of 776 million yuan for 2025, a year-on-year decrease of 2.50%, with a net profit attributable to shareholders of a loss of 135 million yuan, compared to a loss of 87.8 million yuan in the previous year [2] - Haibo Heavy Industry revised its 2025 net profit forecast from a range of 9 million to 13.3 million yuan down to a range of 1.37 million to 2.05 million yuan, reflecting a year-on-year decline of 91.09% to 94.04% [3] Group 3: Sales and Production Data - China Coal Energy reported a February coal production of 8.91 million tons, a year-on-year decrease of 13.0%, with cumulative production of 19.2 million tons, down 11.6% year-on-year; February coal sales were 16.51 million tons, down 5.5%, with cumulative sales of 36.56 million tons, down 7.2% year-on-year [4] Group 4: Shareholding Changes - Huada Technology's major shareholder and general manager plans to increase his stake in the company by investing between 15 million and 30 million yuan, with a maximum purchase price of 55 yuan per share [5] - Beiken Energy's controlling shareholder plans to reduce his stake by up to 602,960 shares, not exceeding 3% of the total share capital [6] - Heshun Electric's controlling shareholder plans to reduce his stake by up to 515,680 shares, representing 2% of the total share capital [7] - Kangli Elevator's director plans to reduce his stake by up to 281,300 shares, accounting for 0.0353% of the total share capital [8] Group 5: Risk Matters - Century Hengtong announced that 32.81% of the shares held by its actual controller have been judicially frozen, amounting to 11.33 million shares, which represents 11.48% of the company's total share capital [9] - *ST Huifeng received a warning letter from the Jiangsu Securities Regulatory Bureau regarding inaccurate reporting of a transaction price related to a 49% equity stake in a subsidiary [10] - Fashilong announced a tax payment of 4.1449 million yuan, which is expected to reduce its net profit for 2025 by the same amount [11]

证券代码：002828 证券简称：贝肯能源 公告编号：2026-006 贝肯能源控股集团股份有限公司 关于控股股东、实际控制人及其原一致行动人 股份减持计划的预披露公告 本公司控股股东、实际控制人陈平贵先生及原一致行动人袁遵虎先生保证向本公司提 供的信息内容真实、准确和完整，没有虚假记载、误导性陈述或重大遗漏。 （一）本次减持计划的相关情况 1、减持原因：股东个人资金需求。 2、减持股份来源：陈平贵先生为公司首次公开发行前股份及资本公积转增 股本而取得的股份，袁遵虎先生为二级市场大宗交易取得的股份。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 贝肯能源控股集团股份有限公司（以下简称"公司"、"贝肯能源"）控股股 东、实际控制人陈平贵先生持有公司股份 26,455,372 股（占公司总股本的 13.16%），其原一致行动人袁遵虎先生持有公司股份 1,980,000 股（占公司总股 本的 0.99%）。前述股东计划自本公告披露之日起 15 个交易日后的 3 个月内以集 中竞价交易、大宗交易的方式拟减持本公司股份合计不超过 6,029,628 股（占公 司总股本的 3%）。 公司 ...

证券代码：002828 证券简称：贝肯能源 公告编号：2026-005 贝肯能源控股集团股份有限公司 关于控股股东、实际控制人到期解除一致行动关系 暨权益变动触及 1%整数倍的公告 公司股东陈平贵先生、袁遵虎先生保证向本公司提供的信息内容真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 贝肯能源控股集团股份有限公司（以下简称"公司"）于近日收到公司控股 股东、实际控制人陈平贵先生及股东袁遵虎先生出具的《关于一致行动关系到期 解除的告知函》，双方于 2025 年 9 月 15 日签署的《一致行动人协议》已于 2026 年 3 月 15 日到期，经双方友好协商不再续期，一致行动关系正式解除。具体情 况如下： 一、《一致行动人协议》签署及履行情况 2025 年 9 月 15 日，公司控股股东、实际控制人陈平贵先生与股东袁遵虎先 生签署了《一致行动人协议》，成为一致行动人。该协议自双方签署之日起生效， 有效期至 2026 年 3 月 15 日。 上述股东自《一致行动人协议》签署至协议到期日，在约定的一致行动事项 上，均充分遵守了协议约定，未发 ...

证券代码：002828 证券简称：贝肯能源 公告编号：2026-004 贝肯能源控股集团股份有限公司 关于变更证券事务代表及内审负责人的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导 性陈述或重大遗漏。 贝肯能源控股集团股份有限公司（以下简称"公司"）于 2026 年 3 月 13 日召开第六届董事会第九次会议，审议通过了《关于变更公司证券事务代表的议 案》及《关于变更公司内审负责人的议案》，具体情况如下： 一、变更证券事务代表情况 公司董事会于近日收到公司证券事务代表蒋莉女士提交的书面辞职报告。蒋 莉女士因工作分工调整，申请辞去公司证券事务代表职务，辞职后仍在公司担任 其他职务。根据相关规定，蒋莉女士的辞职报告自送达公司董事会之日起生效。 蒋莉女士在担任证券事务代表期间恪尽职守、勤勉尽责，公司董事会对蒋莉女士 在任职期间为公司做出的贡献表示衷心的感谢。 为保证公司日常工作的顺利开展，根据《公司法》《公司章程》的有关规定， 公司董事会聘任张倩女士（简历详见附件）为公司证券事务代表，协助董事会秘 书开展各项工作，任期自第六届董事会第九次会议审议通过之日起至公司第六届 董事会届 ...

证券代码：002828 证券简称：贝肯能源 公告编号：2026-003 贝肯能源控股集团股份有限公司 第六届董事会第九次会议决议公告 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。 一、董事会会议召开情况 1、审议通过了《关于变更公司证券事务代表的议案》 董事会同意聘任张倩女士担任公司证券事务代表，协助董事会秘书开展工作， 任期自第六届董事会第九次会议审议通过之日起至第六届董事会任期届满为止。 具体内容详见公司于同日在巨潮资讯网（https://www.cninfo.com.cn）披 露的公司《关于变更证券事务代表及内审负责人的公告》（公告编号：2026-004）。 表决结果：同意 6 票，反对 0 票，弃权 0 票。 贝肯能源控股集团股份有限公司（以下简称"公司"）第六届董事会第九次 会议于 2026 年 3 月 6 日以电子邮件的方式发出会议通知和议案，会议于 2026 年 3 月 13 日上午 10：30 在公司会议室以现场结合通讯方式召开。本次会议应参 加董事 6 人，实际参加董事 6 人，公司高级管理人员列席了本次会议。会议由公 司董事长唐恺先生主持 ...

Market Overview - On March 5, the A-share market experienced a high and then a pullback, with the ChiNext Index rising over 3% at one point. By the close, the Shanghai Composite Index increased by 0.64%, the Shenzhen Component Index rose by 1.23%, and the ChiNext Index gained 1.66%. The total trading volume in the Shanghai and Shenzhen markets reached 2.4 trillion yuan, an increase of 246 billion yuan compared to the previous trading day, with nearly 4,100 stocks rising across the market [1]. Sector Performance - The MicroLED concept saw a collective surge, with stocks such as Longteng Optoelectronics, Huacan Optoelectronics, Jucan Optoelectronics, and Jufei Optoelectronics hitting the daily limit of 20%. Other stocks like Guoxing Optoelectronics and Sanan Optoelectronics also reached their daily limit [4]. - The power grid equipment sector continued its strong performance, with China XD Electric hitting the daily limit and achieving a historical high. Other stocks like Hancable, Jicheng Electronics, and Shun Sodium also saw consecutive gains [4]. - The computing power leasing concept experienced rapid growth, with Meili Cloud and Tongniu Information both hitting the daily limit. The CPO concept remained strong, with Kaige Precision Machinery rising over 14% and setting a new historical high [4]. Declines - The seed industry sector faced significant adjustments, with stocks such as Qiule Seed Industry, Kangnong Seed Industry, and Shennong Seed Industry dropping over 10% [5]. - In the oil and gas sector, stocks experienced a pullback in the afternoon, with Shandong Water Development Gas hitting the daily limit down, and other companies like Beiken Energy, Blue Flame Holdings, Tongyuan Petroleum, China Oil Engineering, and CNOOC Development showing notable declines [6]. Oil and Gas Market - In the Hong Kong stock market, oil and gas equipment stocks fell sharply towards the end of the trading day, with Shandong Molong dropping over 14%, Sinopec Oilfield Services down over 10%, and Anton Oilfield Services down over 3% [8]. - International crude oil and natural gas prices experienced a sudden drop in the afternoon, with the Shanghai International Energy Exchange crude oil futures opening limit down, falling over 8%. Both WTI and Brent crude oil prices dropped by more than $1 [8].

Market Overview - On March 5, A-shares saw all three major indices rise, with the Shanghai Composite Index increasing by 0.64% to 4108.57, the Shenzhen Component Index rising by 1.23% to 14088.84, and the ChiNext Index up by 1.66% to 3216.94 [1][2]. Sector Performance - The optical electronics, power grid equipment, education, and MicroLED sectors led the gains, while the oil, gas, and precious metals sectors experienced declines [2]. - MicroLED concept stocks saw a surge, with several stocks hitting the daily limit, including Jucan Optoelectronics (+20.04%), Huacan Microelectronics (+20.02%), and Aibisen (+20.00%) [3][4]. Stock Movements - The oil sector faced significant losses, with stocks like Beiken Energy (-9.66%), Keli Co. (-9.22%), and Blue Flame Holdings (-9.08%) dropping over 9% [6]. - The total trading volume in the Shanghai and Shenzhen markets reached 2.39 trillion yuan, an increase of 242 billion yuan from the previous trading day, with over 4000 stocks rising [6]. Capital Flow - Major capital inflows were observed in the power equipment, electronics, and machinery sectors, while outflows were noted in non-ferrous metals, oil and petrochemicals, and agriculture [9]. - Specific stocks such as Xinyi Sheng and Shanghai Electric saw net inflows of 4.496 billion yuan and 2.45 billion yuan, respectively [10]. Institutional Insights - CITIC Securities highlighted that the US-Iran situation has become a new source of volatility, suggesting short-term speculation on oil and gold [12]. - Everbright Securities emphasized the importance of resource allocation opportunities in the short term [13]. - Tianfeng Securities noted the ongoing advancement in the AI sector and the potential for valuation recovery in gaming and media leading companies [14].

Summary of Key Points from Conference Call Industry Overview - The strongest sector in the market is the oil and gas industry, with multiple companies showing significant performance [1] - Key players in the oil and gas sector include: - Water Development Oil and Gas (3 boards) - Intercontinental Oil and Gas (2 boards) - Zhun Oil Co. (2 boards) - Sinopec Oilfield Services (2 boards) - China National Petroleum Corporation (2 boards) [1][1][1] Sector Analysis - **Oil and Gas**: - Major companies include Tongyuan Petroleum, Intercontinental Oil and Gas, Water Development Gas, Zhongman Petroleum, Zhun Oil Co., Sinopec Oilfield Services, Beiken Energy, Blue Flame Holdings, and China National Petroleum [1] - **Shipping**: - Key players are COSCO Shipping Energy Transportation, China Merchants Jinling Shipyard, Ningbo Shipping, China Merchants Industry, and Nanjing Port [1] - **Photovoltaic Energy Storage**: - Notable companies include Airo Energy, Deyue Co., Shouhang New Energy, GCL-Poly Energy, Oujing Technology, Goodwe, and Guosheng Technology [1] - **Optical Communication**: - Companies mentioned include Huasheng Chang, Huilv Ecology, Tongding Interconnection, Jufei Optoelectronics, Robotech, Tengjing Technology, Huagong Technology, and Yuanjie Technology [2] - **Coal Chemical**: - Key players are Jinniu Chemical, Luohua Technology, Chitianhua, Baofeng Energy, China Coal Energy, and Lutianhua [2] - **Gold**: - Companies include Xiaocheng Technology, Western Gold, and Mankalon [2] - **Agriculture**: - Notable companies are Yasheng Group, Qiule Seed Industry, Kangnong Seed Industry, Shennong Seed Industry, and Quanyin High-Tech [2] - **Electric Power**: - Specific companies were not detailed in the provided content [2] Additional Insights - The market shows a diverse range of sectors with significant activity, particularly in oil and gas, which is currently the strongest sector [1] - The presence of multiple companies across various sectors indicates a robust market environment with potential investment opportunities [1][2]

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。 证券代码：002828 证券简称：贝肯能源 公告编号：2026-002 贝肯能源控股集团股份有限公司 关于股票交易异常波动的公告 一、股票交易异常波动的情况介绍 贝肯能源控股集团股份有限公司（以下简称"公司"）股票（证券简称：贝 肯能源，证券代码：002828）于 2026 年 3 月 2 日、2026 年 3 月 3 日连续两个交 易日收盘价格涨幅偏离值累计超过 20%，根据《深圳证券交易所交易规则》的有 关规定，属于股票交易异常波动情形。 二、公司关注及核实情况的说明 针对公司股票交易异常波动的情况，公司对有关事项进行了核查，现就有关 情况说明如下： 1、经核查，公司前期披露的信息不存在需要更正、补充之处。 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息。 3、截至目前，公司生产经营情况正常，不存在内外部经营环境、相关业务 发生重大变化的情形。 4、公司于 2025 年 12 月 31 日发布了《关于 2025 年度向特定对象发行 A 股 股票审核问询函回复（修订稿 ...

Core Viewpoint - The oil and gas sector has experienced significant price increases and stock surges due to geopolitical tensions, particularly following the announcement of LNG production halts by Qatar Energy due to drone attacks from Iran [1][3][4]. Group 1: Stock Market Reactions - On March 3, Hong Kong gas stocks surged, with Dazhong Public Utilities rising over 80% at one point, while Zhongyu Energy and Tianlun Gas also saw substantial gains [1][3]. - In the A-share market, oil and gas concept stocks collectively surged, with over 50 stocks, including major players like China Petroleum and Sinopec, hitting the daily limit or rising over 10% [3]. - The "Big Three" oil companies (China Petroleum, China National Offshore Oil Corporation, and Sinopec) achieved consecutive daily limits, a rare occurrence [3]. Group 2: Commodity Market Trends - Domestic commodity futures closed mostly higher, with shipping and energy products leading the gains, including significant increases in crude oil and low-sulfur fuel oil [1]. - European natural gas futures saw a dramatic rise, with prices increasing by over 50% following the news of Qatar's LNG production suspension [3]. Group 3: Geopolitical Impact on Prices - The halt in LNG production by Qatar Energy, which accounts for about 20% of global LNG exports, is a key factor driving up European gas prices [3][4]. - Analysts predict that if Iran adopts a hardline stance and attacks neighboring energy facilities, Brent crude oil prices could exceed $100 per barrel, and European gas prices could surpass €60 per MWh [7]. - Historical context indicates that the last time oil prices exceeded $100 per barrel was during the onset of the Russia-Ukraine conflict in February 2022, highlighting the potential for similar price surges due to current Middle Eastern tensions [6]. Group 4: Future Price Predictions - Goldman Sachs has revised its TTF gas price forecast for April 26 from €36 to €55 per MWh, reflecting the anticipated impact of supply disruptions [4]. - Analysts from various financial institutions suggest that if the conflict continues, oil prices could reach unprecedented levels, with estimates ranging from $100 to $200 per barrel depending on the duration and intensity of the conflict [7][6].