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。 一、财政补助事项的基本情况 | 证券代码：300483 | 证券简称：首华燃气 | 公告编号：2025-083 | | --- | --- | --- | | 转债代码：123128 | 转债简称：首华转债 | | 首华燃气科技（上海）股份有限公司 关于控股子公司收到财政补助事项的自愿性信息披露公告 二〇二五年十二月二十三日 首华燃气科技（上海）股份有限公司（以下简称"公司"）于 2025 年 12 月 9 日在巨潮资讯网披露了《关于控股子公司获得财政补助事项的自愿性信息披露公告》 （公告编号：2025-082），主要内容为公司已收到控股子公司北京中海沃邦能源投 资有限公司（以下简称"中海沃邦"）财政补助相关文件，预计可确认与收益相关 的财政补助 181,383,630.33 元，占公司 2024 年度经审计净利润绝对值的比例为 25.51%。 特此公告。 首华燃气科技（上海）股份有限公司 董 事 会 截至 2025 年 12 月 22 日，中海沃邦实际收到上述部分财政补助资金合计人民币 170,000,000 ...

| 代码 | 简称 | 最新股东户 | 较上期增减 | 连续下降期 | 筹码集中以来涨跌 | | 相对沪指 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 数 | （%） | 数 | （%） | | （%） | | 002046 | 国机精 工 | 44088 | -13.33 | 4 | 55.85 | 58.36 | | | 300483 | 首华燃 气 | 19035 | -9.56 | 3 | -7.77 | -7.42 | | | 000631 | 顺发恒 能 | 28959 | -6.54 | 3 | -3.82 | -3.48 | | | 002883 | 中设股 份 | 18021 | -5.63 | 6 | -6.36 | -7.75 | | | 002302 | 西部建 设 | 62664 | -5.13 | 4 | -9.71 | -7.19 | | | 002698 | 博实股 份 | 42164 | -4.94 | 4 | 6.82 | 9.33 | | | 002915 | 中欣氟 材 | 65709 | -4.7 ...

资金面上，部分筹码集中股获杠杆资金青睐，截至12月19日，杠杆资金加仓的有8只，筹码集中以来融 资余额增幅居前的有龙利得、银邦股份、鸿铭股份等，分别增长22.52%、14.35%、9.63%。（数据宝） 创业板股东户数降幅榜 耐普矿机最新股东户数8605户，环比下降5.24%，筹码集中以来股价下跌5.02%，累计换手率为 17.01%。 进一步统计，有4只创业板股筹码呈连续集中的态势，相比之前各期，股东户数连续减少3期以上，股东 户数最多已连降5期。 创益通最新股东户数为8003户，连续减少5期，累计降幅为13.26%；鸿铭股份最新股东户数为4199户， 连续减少4期，累计降幅为16.14%；金利华电最新股东户数为16081户，连续减少4期，累计降幅为 10.68%。股东户数连降期间，从累计降幅看，首华燃气、鸿铭股份、创益通等股东户数降幅最多，累 计降幅分别为19.02%、16.14%、13.26%。 市场表现方面，最新一期筹码集中股12月11日以来平均下跌3.30%，涨幅居前的有鸿铭股份、龙利得 等，分别上涨0.67%、0.29%。所属行业来看，筹码集中股中机械设备、电子、电力设备等行业最为集 中，分别有3 ...

来源：市场资讯 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 有投资者在互动平台向首华燃气提问："先前公司公告控股子公司预计能获得1.81亿政府补助，请问， 作为母公司，将计入净利润值为多少百分比？这笔收入预计将计入哪一期报表？2025年年报还是2026年 的进度报表？" 针对上述提问，首华燃气回应称："尊敬的投资者，您好！根据初步测算，该笔补贴大部分会计入2025 年当期，具体会计处理须以会计师年度审计确认后的结果为准。谢谢！" ...

证券日报网讯 12月15日，首华燃气在互动平台回答投资者提问时表示，截至2025年12月10日，首华燃 气普通股股东总数为21047户。 （文章来源：证券日报） ...

证券日报网讯12月15日，首华燃气（300483）在互动平台回答投资者提问时表示，公司将持续提升信息 披露质量，积极倾听投资者建议，做好投资者沟通工作。 ...

Investment Rating - The report maintains an "Overweight" investment rating for the gas industry [1] Core Viewpoints - The report highlights that warmer weather has led to a decrease in US gas prices by 22%, while European gas prices have increased by 3.7% due to inventory withdrawals [10][15] - It emphasizes the overall supply adequacy in the domestic market, with a week-on-week decrease in domestic gas prices by 1.6% [24] - The report discusses the ongoing price adjustment progress across cities, indicating a potential for profit recovery and valuation restoration for city gas companies [33] Price Tracking - As of December 12, 2025, the week-on-week price changes for various gas prices are as follows: US HH down 22%, European TTF up 3.7%, East Asia JKM down 1.7%, China LNG ex-factory price down 1.6%, and China LNG CIF price down 6.9% [10][11] - The report notes that the average gas consumption in Europe for the first nine months of 2025 was 313.8 billion cubic meters, reflecting a year-on-year increase of 4.1% [16] Supply and Demand Analysis - The report indicates that as of December 5, 2025, US gas storage levels decreased by 1,770 billion cubic feet to 37,460 billion cubic feet, showing no year-on-year change [15] - In Europe, gas supply increased by 26.5% week-on-week to 116,966 GWh, with significant contributions from inventory consumption and LNG receiving stations [16] - Domestic gas apparent consumption for the first ten months of 2025 increased by 0.7% year-on-year to 354.1 billion cubic meters [24] Pricing Mechanism Progress - The report states that 67% of cities have implemented residential pricing adjustments, with an average increase of 0.22 yuan per cubic meter [33] - It highlights that the pricing gap for leading city gas companies has room for a 10% recovery, indicating ongoing price adjustments [33] Investment Recommendations - The report recommends focusing on companies that can optimize costs and benefit from the ongoing price adjustments, such as Xin'ao Energy, China Gas, and Kunlun Energy, all with attractive dividend yields [5] - It suggests monitoring companies with quality long-term contracts and flexible scheduling capabilities, such as Jiufeng Energy and Xin'ao Shares [5] - The report also emphasizes the importance of energy independence and suggests关注 companies with gas production capabilities like New Natural Gas and Blue Flame Holdings [5]

Investment Rating - The report assigns a "Buy-A" investment rating to the company, with a target price of 17.33 yuan based on a 14x PE for 2026 [5][16]. Core Insights - The company has experienced significant growth in natural gas production and sales, with production increasing by 116% year-on-year to 420 million cubic meters and sales rising by 109% to 640 million cubic meters in the first half of 2025 [1]. - The company benefits from a strong resource reserve and cost control, with proven reserves of coalbed methane reaching 88.7 billion cubic meters and economically recoverable reserves at 34.24 billion cubic meters [1]. - The company has improved its investment efficiency, reducing the single well investment cost to 29 million yuan and achieving a lower cost of 0.53 yuan per cubic meter, a 36.09% decrease from 2024 [1][10]. Revenue and Profit Forecast - Revenue is projected to grow significantly, with estimates of 2.802 billion yuan in 2025, 3.365 billion yuan in 2026, and 3.9 billion yuan in 2027, reflecting growth rates of 81.3%, 20.1%, and 15.9% respectively [4][10]. - The net profit is expected to turn positive, with forecasts of 36 million yuan in 2025, 336 million yuan in 2026, and 556 million yuan in 2027 [10][11]. Business Development - The company has expanded its pipeline network through strategic acquisitions, enhancing its "development-pipeline-sales" business model, which has led to an 85% year-on-year increase in transportation volume to 468 million cubic meters in the first half of 2025 [2]. - The company is positioned to benefit from favorable policies promoting unconventional oil and gas development, which are expected to enhance energy security and increase domestic natural gas supply [3]. Financial Metrics - The report highlights a significant improvement in gross margin, projected to reach 12.5% in 2025, 15% in 2026, and 20% in 2027 [10][11]. - The company’s earnings per share (EPS) is expected to improve from -0.85 yuan in 2023 to 2.04 yuan by 2027 [11][18].

截至2025年12月9日收盘，首华燃气（300483）报收于15.86元，较前一交易日下跌1.55%，最新总市值 为45.7亿元。该股当日开盘16.0元，最高16.3元，最低15.64元，成交额达2.47亿元，换手率为5.39%。 公司近日发布公告称，其控股子公司北京中海沃邦能源投资有限公司获得政府补助文件，预计可确认与 收益相关的政府补助181,383,630.33元，占公司2024年度经审计净利润绝对值的25.51%。该补助预计将 对公司当期损益产生正面影响，具体会计处理以会计师年度审计结果为准。补助资金尚未实际到账，最 终金额将根据项目协议及实际销量进行多退少补调整。 最新公告列表 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。 《关于控股子公司获得财政补助事项的自愿性信息披露公告》 ...

格隆汇12月8日丨首华燃气(300483.SZ)公布，近日收到控股子公司北京中海沃邦能源投资有限公司 （下简称"中海沃邦"）政府补助相关文件。预计可确认与收益相关的政府补助181,383,630.33元，占公 司2024年度经审计净利润绝对值的比例为25.51%。 （责任编辑：贺翀 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...