| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600635 | 大众公用 | 7.47 | 1.08% | 526.72万 | 40.34亿 | | 000593 | 德龙汇能 | 10.76 | -0.37% | 37.96万 | 4.10亿 | | 605368 | 蓝天燃气 | 9.50 | -1.25% | 6.38万 | 6081.17万 | | 920010 | 凯添燃气 | 12.80 | -2.14% | 5.90万 | 7584.90万 | | 601139 | 深圳燃气 | 6.57 | -2.23% | 21.64万 | 1.43亿 | | 002267 | 陕天然气 | 7.94 | -2.46% | 14.57万 | 1.17亿 | | 600803 | 新奧股份 | 20.30 | -2.64% | 32.79万 | 6.77亿 | | 000669 | ST金湾 | 2.95 | -2.64% | 9.85万 | 2916.55万 | | 603393 | 新天然 ...

天壕能源公告，控股股东天壕投资集团将其持有的1567万股解除质押，占其所持股份比例11.97%，占 公司总股本比例1.81%。同时，天壕投资集团将其持有的1660万股再质押，占其所持股份比例12.68%， 占公司总股本比例1.92%。 ...

| 证券代码：300332 | 证券简称：天壕能源 | 公告编号：2025-046 | | --- | --- | --- | | 债券代码：123092 | 债券简称：天壕转债 | | 天壕能源股份有限公司 关于控股股东部分股份解除质押及再质押的公告 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。 天壕能源股份有限公司（以下简称"公司"或"本公司"）近日收到控股股 东天壕投资集团有限公司（以下简称"天壕投资集团"）的通知，天壕投资集团 将其持有的本公司部分股份办理了解除质押及再质押手续，具体事项如下： 一、股东股份质押的基本情况 2、股东股份质押基本情况 | | 是否为控股 | | 占其所 | 占公司 | 是否 | 是否 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 股东或第一 | 本次质押 | | | | 为补 | 质押 | 质押 | | 质押 | | | | | 持股份 | 总股本 | 为限 | | | | 质权人 | | | 名称 ...

Core Viewpoint - Tianhao Energy's stock has shown a positive trend with a year-to-date increase of 7.94%, reflecting investor interest despite a decline in revenue and net profit for the first nine months of 2025 [1][2]. Group 1: Stock Performance - On November 6, Tianhao Energy's stock rose by 2.12%, reaching 6.25 CNY per share, with a trading volume of 136 million CNY and a turnover rate of 2.67%, resulting in a total market capitalization of 5.407 billion CNY [1]. - The stock has experienced a 5.40% increase over the last five trading days, a 5.22% increase over the last 20 days, and a 17.92% increase over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Tianhao Energy reported operating revenue of 1.941 billion CNY, a year-on-year decrease of 36.05%, and a net profit attributable to shareholders of 95.7375 million CNY, down 27.25% year-on-year [2]. - The company has distributed a total of 344 million CNY in dividends since its A-share listing, with 122 million CNY distributed over the past three years [3]. Group 3: Business Overview - Tianhao Energy, established on May 30, 2007, and listed on June 28, 2012, operates primarily in the natural gas supply and pipeline operation sector, which accounts for 95.00% of its main business revenue [1]. - The company is also involved in membrane product research and production, water treatment engineering services, and energy management through waste heat power generation [1]. - Tianhao Energy is classified under the public utility sector, specifically in gas-related industries, and is associated with concepts such as natural gas, waste heat power generation, shale gas, solid waste treatment, and PPP [1].

Group 1 - The core viewpoint of the articles highlights the recent movements of large private equity firms in the stock market, particularly focusing on their significant holdings in various sectors such as computers, food and beverages, and electronics [1] - As of October 31, 35 large private equity firms have reported holdings in 203 stocks, with a total market value exceeding 700 billion yuan [1] - Gao Yi Asset, led by Qiu Guolu, has significant positions in 18 companies, with Hikvision (002415) being the largest holding valued at 8.826 billion yuan, despite a reduction of 58 million shares in the third quarter [1] - Another firm, Zhongyang Investment, maintained its position in Xinhecheng (002001) with 61.1781 million shares, valued at 1.458 billion yuan, while also entering new positions in several other stocks [1] Group 2 - Some large private equity firms have announced a suspension of new investments, such as Ningquan Asset, which will stop accepting new subscriptions from October 30, while existing investors can still make additional purchases [2] - In the third quarter, Ningquan Asset increased its holdings in Zhuming Technology (300232) by 6.5721 million shares and made new investments in Fuanna (002327) with 605.12 thousand shares [2] - Starstone Investment believes that the market still has internal driving forces, with short-term uncertainties affecting risk appetite, while medium-term uncertainties are expected to ease, indicating a potential continuation of a bull market [2]

Core Viewpoint - Tianhao Energy is a leading comprehensive energy service company in China, established in 2007 and listed in 2012, with a focus on natural gas, water services, and energy conservation [1] Group 1: Business Overview - Tianhao Energy's main business segments include natural gas supply and pipeline operation, membrane product research and sales, and waste heat power generation contract energy management [1] - The company operates in the public utility sector, specifically in gas and energy conservation, with involvement in natural gas, waste heat power generation, shale gas, and nuclear power concepts [1] Group 2: Financial Performance - For Q3 2025, Tianhao Energy reported revenue of 1.941 billion yuan, ranking 20th in the industry, significantly lower than the top competitor, Xin'ao Group, which had 95.856 billion yuan [2] - The company's net profit for the same period was 95.839 million yuan, ranking 18th in the industry, again trailing behind Xin'ao Group's 7.057 billion yuan [2] Group 3: Financial Ratios - As of Q3 2025, Tianhao Energy's debt-to-asset ratio was 43.27%, improved from 48.96% year-on-year and lower than the industry average of 46.36%, indicating enhanced solvency [3] - The company's gross profit margin for Q3 2025 was 16.90%, up from 12.61% year-on-year and above the industry average of 16.52%, reflecting improved profitability [3] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 0.53% to 28,900, while the average number of circulating A-shares held per shareholder increased by 0.53% to 28,700 [5]

| 证券代码：300332 | 证券简称：天壕能源 | 公告编号：2025-045 | | --- | --- | --- | | 债券代码：123092 | 债券简称：天壕转债 | | 天壕能源股份有限公司 关于实际控制人股份解除质押的公告 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。 天壕能源股份有限公司（以下简称"公司"或"本公司"）近日收到实际控 制人、董事长兼总经理陈作涛先生的通知，获悉陈作涛先生将其持有的本公司股 份办理了解除质押手续，具体事项如下： 一、股东股份解除质押的基本情况 | 股东 | 是否为控股股东 | 本次解除质押 | 占其所 | 占公司 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 或第一大股东及 | 数量（股） | 持股份 | 总股本 | 起始日 | 解除期日 | 质权人 | | | 其一致行动人 | | 比例 | 比例 | | | | | 陈作涛 | 是 | 6,130,000 | 13.82% | 0.71% | 2022 年 | 2025 ...

Core Viewpoint - The recent quarterly reports from listed companies reveal a significant shift in investment strategies among prominent private equity managers, with an increased focus on cyclical industries and a need to monitor fundamental developments, policy benefits, and industrial upgrades as core themes [1][4]. Private Equity Holdings - Gao Yi Asset's Feng Liu significantly reduced holdings in Hikvision by 58 million shares, retaining 280 million shares valued at 8.826 billion yuan, making it the fourth-largest shareholder [1]. - Renqiao Asset's Xia Junjie maintained positions in several stocks while slightly reducing holdings in Xingfu Electronics and increasing stakes in Beijing Renli [1]. - Ningquan Asset's Yang Dong entered as the eighth-largest shareholder in Fuanna with 6.0512 million shares valued at 4.2 million yuan [2]. - Ruijun Asset's funds became top shareholders in Dinglong Co., while also increasing stakes in other companies [2]. Increased Focus on Cyclical Industries - Gao Yi Asset's Deng Xiaofeng reduced holdings in Zijin Mining by approximately 18.6 million shares, still holding 180 million shares valued at 5.3 billion yuan, with a significant gain of about 1.5 billion yuan from the position [3]. - The same fund also reduced its stake in Yun Aluminum, holding 28.5 million shares valued at 1.164 billion yuan [3]. Policy Benefits and Industrial Upgrades - The Shanghai Composite Index surpassed 4,000 points, reflecting improved market sentiment and recognition of the value reassessment cycle in Chinese equity assets [4]. - Fengjing Capital noted that economic data remains resilient, with expectations for moderate improvement in fixed investment growth due to policy initiatives [4]. - Ning Shui Capital emphasized the importance of policy benefits and industrial upgrades as core investment themes while advising caution regarding high valuations [4].

Core Viewpoint - Tianhao Energy holds a 4.8540% stake in Hubei State-owned Capital Operation Co., Ltd., indicating its involvement as a shareholder in the ongoing reforms of Hubei's state-owned capital [1][3]. Group 1 - The company confirmed its ownership of a 4.8540% equity stake in Hubei State-owned Capital Operation Co., Ltd. [1] - The company stated that any plans related to participation in reforms will be disclosed in accordance with relevant regulations if they meet the disclosure standards [1]. - There is significant attention on the recent news regarding the reform of Hubei's state-owned capital, highlighting potential opportunities for the company [3].

Core Viewpoint - Tianhao Energy reported a decline in revenue and net profit for the first three quarters of 2025, primarily due to a decrease in gas sales volume [1] Financial Performance - For the period of January to September, the company achieved an operating income of 1.941 billion yuan and a net profit attributable to shareholders of 95.7375 million yuan [1] - The non-recurring net profit was 89.8424 million yuan, with basic earnings per share at 0.03 yuan [1] Business Strategy - The company has been actively seizing opportunities in deep coalbed methane exploration and extraction since its transformation, focusing on expanding in regions such as Shaanxi and Yulin [1] - Key projects include the successful completion of the Xinxian Dongmen Station project, which has expanded the coverage of the Shen'an pipeline beyond the Jin-Ji region [1] - The Chifeng Tongrui Yuanbaoshan industrial park gas supply project has made significant progress and is now operational, reducing energy costs for industrial enterprises and enhancing the company's performance [1]