（文章来源：证券日报） 证券日报网讯首华燃气8月6日在互动平台回答投资者提问时表示，公司最新股东名册时间为2025年7月 31日，首华燃气普通股股东总数为24289户。 ...

Core Viewpoint - Shouhua Gas is experiencing significant growth in natural gas production, driven by its strategic focus on unconventional gas resources, particularly coalbed methane, which is becoming a key resource for increasing natural gas output in China [1][2][5] Group 1: Production and Capacity - As of June 27, Shouhua Gas has completed its semi-annual production target for natural gas three days ahead of schedule, with expectations to exceed 900 million cubic meters in total production for 2025 [1] - The company aims for a daily production of 3.2 million cubic meters by the end of 2024, with annual production expected to increase by 35% year-on-year [2] - The coalbed methane geological reserves in the Shilou West Block amount to 88.741 billion cubic meters, providing a solid foundation for future growth [2] Group 2: Technological Advancements - Shouhua Gas has made significant progress in exploration and development due to increased R&D investment, with a 14.81% rise in the number of R&D personnel [3] - The company has developed a comprehensive technical system for coalbed methane and tight gas, enhancing extraction efficiency and reducing drilling cycles by approximately 9% year-on-year [3] Group 3: Cost Optimization - The company has achieved a 10%-20% reduction in contract prices for the 2025 cycle compared to the previous cycle through technological and management innovations [4] - The cost of constructing horizontal wells has decreased from 40 million to around 31 million, with a significant reduction in per-unit costs [4] Group 4: Future Outlook - Shouhua Gas is positioned to take advantage of its technological barriers and resource reserves, aiming to lead in the industry’s natural gas storage and production landscape in China [5]

Group 1 - The core message highlights the significant production capacity breakthrough of China's largest coalbed methane field, Daji Gas Field, which has surpassed 2.5 billion cubic meters annually, injecting strong momentum into domestic natural gas supply growth [1] - Coalbed methane is becoming a key resource for natural gas production growth in China due to its large reserves, wide distribution, and outstanding development potential, especially as conventional gas field growth slows [1] - Shouhua Gas has established a comprehensive technical system from exploration to development, providing technological support for the large-scale development of unconventional natural gas resources [1] Group 2 - Shouhua Gas has made significant progress in exploration and development through continuous research investment and detailed studies, achieving innovative results in reservoir evaluation, extraction technology, and production enhancement measures [2] - The company has developed a set of development technology policies and strategies tailored to the geological characteristics of the Shilou West Block, enhancing drilling and fracturing efficiency through optimized processes and advanced monitoring equipment [2] - Shouhua Gas emphasizes the importance of refined construction management and supporting engineering systems to achieve efficient development and cost-effectiveness in deep coalbed gas extraction [2] Group 3 - Under the "dual carbon" goals, the energy position of natural gas remains solid, and the company is expected to seize opportunities in the industry landscape of natural gas supply growth due to its technological barriers and resource reserves [3]

Core Viewpoint - The importance of energy independence, particularly in the context of natural gas supply, is emphasized due to external pressures on Russian gas imports. Coalbed methane is highlighted as a key unconventional natural gas resource for China's energy strategy [1] Industry Summary - The global energy supply landscape is changing, making domestic oil and gas resource development increasingly critical [1] - Coalbed methane is recognized for its large reserves, wide distribution, and significant development potential, positioning it as a crucial resource for increasing natural gas production in China [1] Company Summary - The company has seen a rapid increase in natural gas production, particularly in coalbed methane, since 2024 [1] - The Ministry of Finance has raised the subsidy weight coefficient for coalbed methane from 1.2 to 1.5, enhancing support for unconventional natural gas development [1] - The company anticipates meeting the requirements for special funding and will announce the receipt of related funds once confirmed [1]

Group 1 - The core point of the article is that Shouhua Gas (300483) reported on August 1 that as of July 31, 2025, the total number of common stock shareholders is 24,289 [1]

证券日报网讯首华燃气（300483）8月1日在互动平台回答投资者提问时表示，公司目前未开展对俄天然 气进口或相关贸易业务，因此对俄二级制裁可能导致的进口停止对公司并无直接影响。同时，对俄二级 制裁可能导致俄气供应减少，影响国内和国际天然气市场供应格局发生变化，从而对天然气价格产生一 定影响，但天然气价格受多方面因素的影响，最终天然气价格变动情况具有不确定性。 ...

格隆汇8月1日丨首华燃气(300483.SZ)在投资者互动平台表示，公司目前未开展对俄天然气进口或相关 贸易业务，因此对俄二级制裁可能导致的进口停止对公司并无直接影响。同时，对俄二级制裁可能导致 俄气供应减少，影响国内和国际天然气市场供应格局发生变化，从而对天然气价格产生一定影响，但天 然气价格受多方面因素的影响，最终天然气价格变动情况具有不确定性，敬请广大投资者注意投资风 险。 ...

来源：金融界 公司回答表示：尊敬的投资者，您好！公司目前未开展对俄天然气进口或相关贸易业务，因此对俄二级 制裁可能导致的进口停止对公司并无直接影响。同时，对俄二级制裁可能导致俄气供应减少，影响国内 和国际天然气市场供应格局发生变化，从而对天然气价格产生一定影响，但天然气价格受多方面因素的 影响，最终天然气价格变动情况具有不确定性，敬请广大投资者注意投资风险。谢谢！ 金融界8月1日消息，有投资者在互动平台向首华燃气提问：董秘好-请问对于俄罗斯的二级制裁，如果 不进口俄罗斯天然气了对于公司有何影响？请详细解答，谢谢。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 001331 | 胜通能源 | 12.72 | 10.03% | 4.81万 | 1 | 6119.14万 | | 000669 | ST金湾 | 3.38 | 1.50% | 40.42万 | | 1.38亿 | | 300435 | 中泰股份 | 15.51 | 1.17% | 1 8.65万 | | 1.34亿 | | 001299 | 美能能源 | 12.23 | 1.16% | 8.37万 | | 1.03亿 | | 605368 | 蓝天燃气 | 9.93 | -0.90% | 4.84万 | | 4816.26万 | | 605169 | 洪通燃气 | 11.19 | -0.97% | 3.65万 | | 4098.05万 | | 002259 | 升达林业 | 4.00 | -0.99% | 10.41万 | | 4179.24万 | | 002700 | 万憬能源 | 7.35 | -1.08% | 8.11万 | ...

Group 1 - The gas sector experienced a 0.6% increase on July 30, with Shengtong Energy leading the gains [1] - The Shanghai Composite Index closed at 3615.72, up 0.17%, while the Shenzhen Component Index closed at 11203.03, down 0.77% [1] - Shengtong Energy's stock price rose by 9.99% to 11.56, with a trading volume of 187,100 shares and a transaction value of 207 million yuan [1] Group 2 - The gas sector saw a net outflow of 11.82 million yuan from institutional funds, while retail investors contributed a net inflow of 25.32 million yuan [2] - The trading data indicates that ST Jinjing and Shouhua Gas also experienced notable price increases of 5.05% and 4.78%, respectively [1][2] - The overall trading volume for the gas sector was significant, with Shouhua Gas recording a transaction value of 481 million yuan [1]