Group 1 - The oil sector experienced a strong rally on June 19, with notable stocks such as Shouhua Gas hitting a 20% limit up, Keli Co. rising over 13%, and Junyou Co. also reaching a limit up, indicating significant investor interest and market movement [1] - As of June 17, both Iran and Israel have targeted each other's energy facilities, leading to production halts at major sites, including the South Pars gas field, which could impact global energy supply [1] Group 2 - According to Everbright Securities, the geopolitical situation in the Middle East remains volatile, with oil prices experiencing significant fluctuations due to recent events [2] - Iran's withdrawal from nuclear negotiations may lead to increased sanctions on its oil production and sales, with current production at approximately 3.3 million barrels per day and exports around 1.5 million barrels per day, accounting for 4% of global seaborne oil exports [2] - The risk of Iran closing the Strait of Hormuz persists, which is crucial for global trade, with about 11% of maritime trade passing through it, including 34% of seaborne oil exports, indicating potential severe impacts on global oil trade if tensions escalate [2] - The geopolitical tensions are expected to support a bullish outlook for oil prices in the short term, while the long-term view remains optimistic for major oil companies and oil service sectors due to ongoing supply-demand dynamics [2]

油气股涨势扩大 首华燃气等多股涨停 智通财经6月19日电，午后油气股涨势持续扩大，燃气股方向展开补涨，首华燃气、新疆浩源、蓝焰控 股涨停，通源石油、新锦动力、凯添燃气涨超10%，惠博普、海默科技、中曼石油等多股涨超7%。消 息面上，港股低价油气股持续活跃，其中中油洁能控股涨超100%，吉星新能源涨逾80%。 ...

Group 1 - The core issue is the heightened tension in the global energy market due to the threat of Iran blocking the Strait of Hormuz and the recent fire on oil tankers in the region [1][3][5] - International oil prices have seen a short-term increase, with Brent crude at $74.25 per barrel and WTI at $71.3 per barrel [1] - A significant rise in A-share market oil and gas concept stocks was observed, with notable increases such as Keli Co. up over 22% and Tongyuan Petroleum up over 15% [1][2] Group 2 - Three vessels caught fire in the Oman Bay near the Strait of Hormuz, with reports indicating that the involved vessels are oil tankers, although their specific nationalities and companies remain undisclosed [3][5] - There have been reports of increased electronic interference affecting navigation systems of over 900 vessels in the Gulf and Strait of Hormuz, complicating maritime operations [6][7][8] - Experts suggest that while the likelihood of the Strait being closed is low, the ongoing signal interference creates uncertainty for operations in the region [8][9] Group 3 - The potential for conflict escalation in the Middle East poses financial risks, with the possibility of Iran's Revolutionary Guard or Houthi forces disrupting shipping routes in the Persian Gulf and Red Sea [9] - Historical precedents of attacks linked to Iran, such as the 2019 Saudi oil tanker incidents, highlight the risks of similar events occurring again [9] - Current market pricing may not fully reflect the risk structure associated with these geopolitical tensions, indicating a need for vigilance regarding potential disruptions beyond the Strait of Hormuz [9]

油气股探底回升 国新能源直线涨停 智通财经6月17日电，油气股日内探底回升，国新能源直线涨停，此前准油股份、山东墨龙走出3连板， 通源石油、胜利股份、海默科技、首华燃气、贝肯能源等快速冲高。 ...

Group 1 - Oil and gas stocks experienced a decline at the beginning of trading, with Zhongman Petroleum (603619) and Tongyuan Petroleum (300164) dropping over 6% [1] - Other companies such as Intercontinental Oil & Gas (600759), Beiken Energy (002828), and Shouhua Gas (300483) also followed the downward trend [1]

中东突变，全球金融市场巨震。 当地时间13日凌晨，以色列对伊朗发动袭击。以官员称精准打击了伊防空系统目标、导弹设施并清除高级官员。据悉，伊朗伊斯兰革命卫队总司令侯赛因·萨拉米， 伊朗核科学家穆罕默德·马赫迪·塔赫兰奇、法里顿·阿巴斯遭以色列袭击身亡。 据CCTV国际时讯，以色列正对伊朗首都德黑兰发起新一轮袭击，德黑兰上空能听到防空火力的声音。 全球金融市场受此影响巨震。全球主要股市、股指期货大幅下挫，黄金、原油等则大幅拉升。 最新动态 综合央视新闻、新华社、环球网等多家媒体报道，当地时间13日凌晨，在伊朗首都德黑兰传出爆炸声后，伊朗西部的洛雷斯坦省、克尔曼沙阿省等几个省份也传出 爆炸声。以军称，以空军正在对伊朗境内数十个与核计划和其他军事设施相关的目标发动空袭，并且将此次行动命名为"狮子的力量"。 一位不愿透露姓名的以色列国防官员表示，以色列的首轮打击，"精准同步"打击了伊朗的防空系统目标、地对地导弹设施，并大规模清除了伊朗高级官员。同时， 还打击了伊朗武装部队总参谋部和其境内的核科学家。 随后以军发布声明表示，"数十架以军战机已完成了第一阶段的空袭行动，其中包括袭击伊朗不同地区的数十个军事目标，其中包括核设 ...

Group 1 - The oil and gas extraction and petroleum processing trade sectors are active in early trading, with companies such as Tongyuan Petroleum (300164), Zhongman Petroleum (603619), and Zhun Oil Co. (002207) hitting the daily limit up [1] - Other companies like Intercontinental Oil & Gas (600759), Shouhua Gas (300483), and CNOOC Services (601808) also experienced gains [1] - The geopolitical tensions in the Middle East have escalated, causing the SC crude oil main contract to reach its daily limit up at one point [1]

| | | 证券代码：300483 证券简称：首华燃气 公告编号：2025-042 首华燃气科技（上海）股份有限公司 2025 年第二次临时股东大会决议公告 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： 1、本次股东大会无增加、变更、否决议案的情况； 2、本次股东大会不存在变更以往股东大会决议的情形； 3、本次股东大会以现场投票和网络投票相结合的方式召开。 一、会议召开和出席情况 （一）会议召开情况 1、股东大会届次：2025 年第二次临时股东大会 2、会议召集人：公司董事会 3、会议主持人：董事长王志红先生 4、会议召开的合法、合规性：本次股东大会会议的召开符合《中华人民共 和国公司法》《中华人民共和国证券法》《深圳证券交易所创业板股票上市规 则》等有关法律、行政法规、部门规章、规范性文件和公司章程等的规定。 5、会议召开时间： 现场会议召开时间：2025 年 6 月 4 日（星期三）下午 14:00 网络投票时间： （1）通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年 6 月 4 日上午 9:15 至 9:25，9:30 至 ...

国浩律师（上海）事务所 关于 首华燃气科技（上海）股份有限公司 2025 年第二次临时股东大会 之 法律意见书 上海市静安区山西北路 99 号苏河湾中心 MT25-28 楼 邮编：200085 25-28/F, Suhe Centre, 99 North Shanxi Road, Jing'an District, Shanghai, China 电话/Tel: (+86)(21) 5234 1668 传真/Fax: (+86)(21) 5234 1670 网址/Website: http://www.grandall.com.cn 二〇二五年六月 国浩律师（上海）事务所 法律意见书 国浩律师（上海）事务所 关于首华燃气科技（上海）股份有限公司 2025 年第二次临时股东大会 之 法律意见书 致：首华燃气科技（上海）股份有限公司 作为具有从事中国法律业务资格的律师事务所，国浩律师（上海）事务所（以 下简称"本所"）接受首华燃气科技（上海）股份有限公司（以下简称"公司"）的 委托，根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民 共和国证券法》（以下简称"《证券法》"）等法律法规及规范性文件的 ...

Investment Rating - The report maintains an "Accumulate" rating for the gas industry [1] Core Views - The report highlights a significant increase in inventory, a decline in US gas prices, and weak demand domestically, while European gas prices show a slight increase [1][10] - It emphasizes the ongoing adjustments in pricing mechanisms and the potential for demand recovery in 2025, alongside cost optimization for gas companies [1][54] Summary by Sections Price Tracking - As of May 23, 2025, US HH gas prices decreased by 4.8%, while European TTF prices increased by 5.8%. The prices for East Asia JKM and China's LNG showed increases of 5% and 5.5% respectively [10][12] Supply and Demand Analysis - US natural gas supply increased by 1.3% week-on-week to 1,118 billion cubic feet per day, with total demand rising by 4.2% to 982 billion cubic feet per day. However, the industrial sector saw a decrease in consumption by 0.9% [15] - European gas consumption for January-February 2025 was 115.5 billion cubic meters, up 11% year-on-year, while the average gas generation in Europe decreased by 15.5% week-on-week [17][26] Pricing Progress - Nationwide, 63% of cities have implemented residential pricing adjustments, with an average increase of 0.21 yuan per cubic meter. The report suggests that there is still a 10% room for price adjustment [39] Important Events - The US LNG import tariff was reduced from 140% to 25%, enhancing the economic viability of US gas imports [46] - The European Commission voted to introduce more flexible natural gas storage filling targets, allowing member states to achieve storage goals more easily [51] Investment Recommendations - The report recommends focusing on companies that can optimize costs and benefit from the ongoing pricing adjustments. Key recommendations include New Energy (5.2% dividend yield), China Gas (7.0% dividend yield), and Kunlun Energy (4.1% dividend yield) [54]