以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 截至2026年1月5日收盘，佛燃能源（002911）报收于12.08元，较前一交易日下跌0.33%，最新总市值为 156.85亿元。该股当日开盘12.07元，最高12.26元，最低12.05元，成交额达7909.14万元，换手率为 0.51%。 《关于2024年度第一期中期票据兑付完成的公告》 公司近日发布公告称，佛燃能源集团股份有限公司于2024年1月2日发行了2024年度第一期中期票据，发 行总额为人民币15亿元，发行利率为3.10%，发行期限为2+N年，起息日为2024年1月4日。公司已于近 日按照发行条款规定完成该期中期票据的兑付，本息合计人民币1,546,500,000.00元。 最新公告列表 ...

Market Performance - The gas sector increased by 0.94% on January 5, with Shengda Forestry leading the gains [1] - The Shanghai Composite Index closed at 4023.42, up 1.38%, while the Shenzhen Component Index closed at 13828.63, up 2.24% [1] Individual Stock Performance - Shengda Forestry (002259) closed at 4.16, up 10.05% with a trading volume of 268,900 shares and a turnover of 110 million yuan [1] - Zhongtai Co., Ltd. (300435) closed at 23.69, up 6.62% with a trading volume of 229,300 shares and a turnover of 538 million yuan [1] - Caohua Gas (300483) closed at 14.92, up 5.22% with a trading volume of 149,400 shares and a turnover of 219 million yuan [1] - Xinjiang Torch (603080) closed at 24.79, up 4.95% with a trading volume of 124,900 shares and a turnover of 303 million yuan [1] - Wanqing Energy (002700) closed at 6.98, up 4.02% with a trading volume of 102,400 shares and a turnover of 70.62 million yuan [1] - Jiufeng Energy (605090) closed at 44.63, up 3.55% with a trading volume of 455,500 shares and a turnover of 2.009 billion yuan [1] Capital Flow Analysis - The gas sector experienced a net outflow of 66.404 million yuan from institutional investors and 48.9981 million yuan from speculative funds, while retail investors saw a net inflow of 115 million yuan [2] - The detailed capital flow for individual stocks shows that Jiufeng Energy had a net outflow of 46.0278 million yuan from institutional investors [3] - Shengda Forestry had a net inflow of 28.1040 million yuan from institutional investors, indicating strong interest [3]

证券代码：002911 证券简称：佛燃能源 公告编号：2026-001 佛燃能源集团股份有限公司 特此公告。 佛燃能源集团股份有限公司董事会 2026年1月6日 关于 2024 年度第一期中期票据兑付完成的公告 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、误导性陈述或重大遗漏。 佛燃能源集团股份有限公司（以下简称"公司"）于2024年1月2日发行了 2024年度第一期中期票据，发行总额为人民币15亿元，发行利率为3.10%，发行 期限为2+N年，起息日为2024年1月4日。具体内容详见公司于2024年1月5日刊登 在《上海证券报》《中国证券报》《证券时报》《证券日报》和巨潮资讯网 （http://www.cninfo.com.cn）上的《2024年度第一期中期票据发行情况公告》 （公告编号：2024-001）。 近日，公司已按照发行条款的有关规定按期完成了该期中期票据的兑付，本 息合计人民币1,546,500,000.00元。 ...

Investment Rating - The report maintains an "Overweight" rating for the gas industry [1] Core Insights - The report highlights that the expected low temperatures have led to an increase in US gas prices and a rise in European gas prices due to inventory withdrawals [1][9] - It emphasizes the long-term value enhancement of special gas in commercial aerospace [1] Price Tracking - As of January 2, 2026, the week-on-week changes in gas prices are as follows: US HH +20.2%, European TTF +4.2%, East Asia JKM -0.2%, China LNG ex-factory -1.4%, and China LNG CIF +2.3%, with prices at 1, 2.5, 2.5, 2.6, and 2.5 yuan per cubic meter respectively [9][14] Supply and Demand Analysis - Meteorological agencies predict that national temperatures will remain low until January 12, leading to a week-on-week increase of 20.2% in US natural gas market prices. As of December 26, 2025, the storage volume decreased by 38 billion cubic feet to 33,750 billion cubic feet, a year-on-year decline of 1.1% [16] - European gas consumption from January to September 2025 was 313.8 billion cubic meters, a year-on-year increase of 4.1% [18] - Domestic gas prices decreased by 1.4% week-on-week, with apparent consumption in China from January to November 2025 increasing by 1.5% year-on-year to 392 billion cubic meters [24][29] Pricing Progress - From 2022 to 2025, 67% (195 cities) of cities at or above the prefecture level implemented residential pricing adjustments, with an increase of 0.22 yuan per cubic meter [38] Investment Recommendations - The report suggests focusing on companies that can optimize costs and benefit from the ongoing pricing adjustments, recommending companies such as Xinao Energy, China Resources Gas, and Kunlun Energy, among others [56] - It also highlights the importance of companies with quality long-term contracts and flexible scheduling, recommending Jiufeng Energy and Xinao Shares [56] - The report notes the increasing uncertainty regarding US gas imports and emphasizes the importance of energy self-sufficiency, suggesting attention to companies with gas production capabilities like New Natural Gas and Blue Flame Holdings [56]

Group 1 - The core proposal from the controlling shareholder, Foshan Investment Holding Group Co., Ltd., suggests a cash dividend of RMB 2.5 per 10 shares for the first three quarters of 2025, based on the total share capital on the record date [1][2] - The proposal is based on the company's stable operating conditions and positive development outlook, aiming to share the business results with all shareholders [1][3] - The proposal requires approval from the company's board of directors and is not yet a finalized decision, indicating that its implementation is subject to further review [2][3] Group 2 - The company has completed the acquisition of 100% equity in Foshan Funeng Intelligent Manufacturing Technology Co., Ltd., following a phased approach where 49% was acquired first, and then 51% after certain conditions were met [7][9] - The acquisition process included necessary regulatory approvals, with the company obtaining the relevant registration documents from the local market supervision authority [8][9] - Following the completion of the acquisition, the company will fulfill its guarantee obligations as stipulated in previous agreements related to the acquired entity [12][16]

Core Viewpoint - The company, 佛燃能源, has successfully completed the acquisition of 100% equity in 佛山福能智造科技有限公司, enhancing its strategic position in the market [2] Group 1: Acquisition Details - 佛燃能源's subsidiary, 广东佛燃科技有限公司, signed a share transfer agreement with 福能东方, agreeing to acquire 100% of 福能智造's equity [2] - The acquisition is structured in two phases: the first phase involves acquiring 49% of 福能智造, while the second phase will occur after 福能智造 meets specific investment criteria, leading to the acquisition of the remaining 51% [2] - The company has completed the acquisition of 51% equity in 福能智造 and has obtained the necessary registration documents from the local market supervision authority [2]

Core Viewpoint - The controlling shareholder of Fuan Energy (002911.SZ) proposes a cash dividend distribution of RMB 2.5 per 10 shares for the first three quarters of 2025, reflecting confidence in the company's stable operations and positive growth prospects [1] Group 1: Dividend Proposal - The proposal is based on the recognition of Fuan Energy's stable operating conditions and good development outlook [1] - The cash dividend of RMB 2.5 per 10 shares is to be distributed to all shareholders, with no bonus shares or capital reserve conversion into share capital [1] - This proposal aligns with the company's articles of association and the "Shareholder Return Plan for the Next Three Years (2025-2027)" [1]

Core Viewpoint - The company, Fuan Energy (002911), has announced a profit distribution proposal for the first three quarters of 2025, suggesting a cash dividend of 2.5 yuan per 10 shares to all shareholders, with no stock bonus or capital reserve conversion [1] Group 1 - The proposal is based on the total share capital as of the equity registration date for the profit distribution plan [1] - The cash dividend is inclusive of tax [1] - The proposal does not include any stock dividends or capital reserve transfers [1]

Core Viewpoint - 佛燃能源 has proposed a profit distribution plan for the first three quarters of 2025, reflecting its stable operational performance and positive growth outlook [1] Group 1: Profit Distribution Proposal - 佛燃能源's controlling shareholder, 佛控集团, has submitted a proposal for the profit distribution plan for the first three quarters of 2025 [1] - The proposal suggests a cash dividend of RMB 2.5 per 10 shares (tax included) to all shareholders, based on the total share capital on the record date for the profit distribution [1] - The plan does not include stock dividends or capital reserve transfers to increase share capital [1]

证券代码：002911 证券简称：佛燃能源 公告编号：2025-106 佛燃能源集团股份有限公司 关于收到控股股东提议公司 2025 年度前三季度利润 分配预案的公告 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、误导性陈述或重大遗漏。 佛燃能源集团股份有限公司（以下简称"公司"或"佛燃能源"）于近日收 到控股股东佛山市投资控股集团有限公司（以下简称"佛控集团"）发来的《关 于佛燃能源集团股份有限公司 2025 年度前三季度利润分配预案的提议》，现将 有关情况公告如下： 一、提议的主要内容 基于对佛燃能源稳定的经营情况以及良好的发展前景的认可，为与全体股东 分享公司发展的经营成果，在符合佛燃能源公司章程及《未来三年（2025-2027 年）股东回报规划》的规定并有利于佛燃能源正常经营和长远发展的前提下，根 据佛燃能源 2024 年年度股东大会审议通过的《关于 2024 年度利润分配预案及提 请股东大会授权董事会决定 2025 年中期利润分配方案的议案》，就佛燃能源 2025 年度前三季度利润分配预案，提议如下： 以实施 2025 年度前三季度利润分配方案时股权登记日的总股本为基数，向 ...