Group 1 - The core point of the article is that Shouhua Gas reported a total of 21,010 common stock shareholders as of August 29, 2025 [2]

Core Viewpoint - Shouhua Gas Technology (Shanghai) Co., Ltd. has recently conducted an investor relations activity with 18 institutions, highlighting significant growth in revenue and profitability in the first half of 2025, driven by increased natural gas production and sales [1] Group 1: Investor Relations Activity - The investor relations activity included specific object research and roadshow events held from August 27-28 and September 1, 2025, at the Shanghai office and via conference calls [1] - Participating institutions included Changjiang Securities, Zheshang Securities, and several asset management firms [1] - The company was represented by the board secretary and deputy general manager, Zhang Qian [1] Group 2: Financial Performance - In the first half of 2025, the company reported revenue of 1.338 billion yuan, a year-on-year increase of 117%, attributed to higher natural gas production and sales [1] - The gross profit margin was approximately 13.6%, up by about 6.8 percentage points year-on-year [1] - Net profit reached 34.61 million yuan, marking a turnaround from a loss, with an increase of approximately 108 million yuan [1] - The company reported a cash flow from operating activities of about 1.9 billion yuan, with total cash and investments around 1.9 billion yuan and a debt-to-asset ratio of approximately 59% [1] Group 3: Operational Highlights - Natural gas production reached 420 million cubic meters, and sales were 640 million cubic meters, representing year-on-year growth of 116% and 109%, respectively [1] - The company completed 31 coalbed methane horizontal wells and put 11 into production, with an additional 2 tight sandstone gas horizontal wells deployed [1] - The pipeline transportation segment benefited from expansion projects, leading to an increase in transportation volume [1] Group 4: Future Outlook - For the second half of 2025, the development segment aims for a daily production rate of 3.2 million cubic meters, with an annual production target of 900 million cubic meters [1] - The pipeline segment is expected to exceed 900 million cubic meters in transportation volume, potentially surpassing 1 billion cubic meters [1] - The company plans to optimize its capital structure and financing costs without adding new financial liabilities this year [1] Group 5: Institutional Questions and Responses - The company anticipates a reasonable scale of subsidies based on production growth, with specific details to be announced [1] - The impact of policies on pipeline transportation pricing is expected to enhance the company's competitive advantage across the entire industry chain [1] - The company is focused on cost reduction through increased production and operational efficiencies [1]

证券代码： 300483 证券简称：首华燃气 首华燃气科技(上海)股份有限公司 投资者关系活动记录表 编号：20250901 | | ☑ 特定对象调研 □ 分析师会议 | | --- | --- | | | □ 媒体采访 □ 业绩说明会 | | 投资者关系活动 | | | 类别 | 新闻发布会 路演活动 □ ☑ | | | 现场参观 □ | | | 其他 （请文字说明其他活动内容） □ | | | 长江证券、浙商证券、信达证券、招商基金、博时基金、首创证 | | 参与单位名称及 | 券、中泰证券、华创证券、高熵资管、工银理财、合晟资管、中 | | 人员姓名 | 意资产、东方资管、民生加银基金、荣泽石资管、路博迈基金、 | | | 平安银行、国投证券 | | 时间 | 年 月 日、9 月 日 2025 8 27-28 1 | | 地点 | 上海办公室现场及电话会议 | | 上市公司接待人 | 董事会秘书、副总经理张骞 | | 员姓名 | | | | 投资者提出的问题及公司回复情况 | | | 公司就投资者在本次说明会中提出的问题进行了回复： | | | 1、公司 半年度报告情况介绍 2025 | | | （1） ...

资金方面，8月27日主力资金净流出3387.63万元，近五日主力资金累计净流入1947.84万元。 截至2025年8月27日收盘，首华燃气股价报12.24元，较前一交易日下跌6.06%。当日成交量为277472 手，成交额达3.43亿元。 风险提示：市场有风险，投资需谨慎。（本内容由AI生成，仅供参考，不构成投资建议。） 首华燃气主营业务为天然气勘探开发、销售及城市燃气供应，所属行业包括燃气、天然气等板块。公司 主要业务覆盖天然气产业链上游及终端市场。 2025年上半年，公司实现天然气产量4.23亿立方米，同比增长116%；营业收入13.38亿元，同比增长 117%；归母净利润836.82万元，同比扭亏为盈。此外，公司经营性现金流净流入8亿元，同比增长 588%。 ...

证券日报网讯首华燃气（300483）8月27日在互动平台回答投资者提问时表示，2025年上半年，公司实 现天然气产量4.23亿立方米，较上年同期增长116%；完成钻井31口，新增投产气井11口。公司正按照 年度工作计划持续推进产建工作，力争提前完成年度9亿方产量目标。 ...

Market Overview - The gas sector experienced a decline of 2.31% on August 27, with Shouhua Gas leading the drop [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] Individual Stock Performance - Kaitan Gas saw an increase of 1.34%, closing at 14.41, with a trading volume of 95,000 shares and a transaction value of 138 million [1] - Zhongtai Co. remained unchanged at 16.57, with a trading volume of 149,300 shares [1] - Fuan Energy decreased by 1.10%, closing at 11.73, with a trading volume of 187,700 shares [1] - ST Jinwan fell by 1.23%, closing at 3.22, with a trading volume of 133,100 shares [1] - New Natural Gas and Blue Sky Gas both experienced declines of 1.23% and 1.28%, respectively [1] Capital Flow Analysis - The gas sector saw a net outflow of 243 million from main funds, while retail funds had a net inflow of 139 million [2] - The main funds' net inflow and outflow for specific stocks showed varied trends, with Zhongtai Co. having a net inflow of 23.57 million [3] - New Natural Gas experienced a net inflow of 6.68 million from main funds, while Chongqing Gas had a net outflow of 1.52 million [3]

Core Viewpoint - Shouhua Gas Technology (Shanghai) Co., Ltd. reported significant growth in its financial performance for the first half of 2025, achieving a revenue of 1.338 billion yuan and turning a profit for the first time [1] Financial Performance - The company achieved an operating revenue of 1.338 billion yuan, representing a year-on-year increase of 117% [1] - The net profit attributable to shareholders was 8.3682 million yuan, marking a turnaround from previous losses [1] - As of June 30, 2025, the company had cash and cash equivalents of 1.79 billion yuan and trading financial assets of 110 million yuan [1] - The net cash flow from operating activities was 800 million yuan, reflecting a year-on-year growth of 588% [1] Natural Gas Production and Sales - In the first half of 2025, the company produced 423 million cubic meters of natural gas, a year-on-year increase of 116% [1] - The sales volume of natural gas reached 639 million cubic meters, up 109% compared to the previous year [1] - The company also transported 468 million cubic meters of natural gas, which is an 85% increase year-on-year [1]

Core Insights - Shouhua Gas reported significant growth in its 2025 semi-annual results, with operating revenue reaching 1.338 billion yuan, a year-on-year increase of 117.20%, and a net profit of 8.3682 million yuan, marking a turnaround from losses [1] - The company achieved a substantial increase in natural gas production and sales, with production reaching 423 million cubic meters, up 116% year-on-year, and sales reaching 639 million cubic meters, up 109% year-on-year [1][2] - Shouhua Gas made important advancements in coalbed methane exploration, with newly confirmed geological reserves of 20.551 billion cubic meters in the Shilou West Block [2] Financial Performance - In the first half of 2025, the company generated a net cash flow from operating activities of 800 million yuan, reflecting a significant increase of 588.12% [1] - The net profit of 8.3682 million yuan represents a year-on-year growth of 113.05%, indicating a successful turnaround [1] Natural Gas Development - The company made notable progress in natural gas development in the Shilou West Block, enhancing its production and sales capabilities through efficient construction and updated exploration technologies [1] - The natural gas transmission volume from its subsidiary Yonghe Weirun reached approximately 468 million cubic meters, an increase of 85% year-on-year [3] Coalbed Methane Exploration - In coalbed methane exploration, Shouhua Gas completed drilling 31 deep coalbed methane horizontal wells and put 11 into production in the first half of 2025 [1] - The company has developed a capacity construction project plan for the coalbed methane field, targeting an overall design scale of 1.3 billion cubic meters per year [2] Infrastructure Development - The company initiated power and water supply infrastructure projects to support its development activities, achieving efficient drilling and fracturing operations [2]

每经AI快讯，首华燃气（SZ 300483，收盘价：13.03元）8月27日发布公告称，公司第六届第十二次董 事会会议于2025年8月26日在公司会议室以现场结合通讯表决方式召开。会议审议了《关于公司2025年 半年度报告及摘要的议案等文件。 每经头条（nbdtoutiao）——能给主人"打电话"的宠物智能手机也来了！宠物产业3000亿元市场大爆 发，行业上市公司"涨"声一片 2024年1至12月份，首华燃气的营业收入构成为：天然气占比99.91%，其他业务占比0.09%。 （记者 胡玲） ...

Meeting Information - The company will hold its fourth extraordinary general meeting of shareholders on September 11, 2025, at 14:00 [1] - The meeting will be conducted in accordance with relevant laws and regulations, including the Securities Law of the People's Republic of China and the Shenzhen Stock Exchange's rules [1] Voting Procedures - Shareholders can vote either in person or via online voting, with specific time slots for each method [1][2] - The online voting will be available through the Shenzhen Stock Exchange trading system and internet voting system [1][4] - Only one voting method can be chosen for the same share, and the first valid vote will be counted [2] Shareholder Rights - All shareholders registered by the cut-off date of September 5, 2025, have the right to attend the meeting and can appoint proxies to vote on their behalf [2][3] - The company has a commitment from a major shareholder to waive voting rights on certain proposals [2] Meeting Agenda - The meeting will review proposals that have been approved by the board, with separate counting for votes from minority investors [2][3] - Related party shareholders must abstain from voting on proposals that involve their interests [3] Registration Requirements - Legal representatives of corporate shareholders must provide specific documentation to register for the meeting [3][4] - Individual shareholders must present their identification, and proxies must have authorization documents [4] Voting Process Details - The voting process will follow specific guidelines, including how to handle multiple votes on the same proposal [6] - Detailed instructions for online voting will be provided in the attachments [6]