Market Overview - The gas sector experienced a slight increase of 0.01% on October 27, with Shengtong Energy leading the gains [1] - The Shanghai Composite Index closed at 3996.94, up 1.18%, while the Shenzhen Component Index closed at 13489.4, up 1.51% [1] Top Gainers in Gas Sector - Shengtong Energy (001331) closed at 14.39, with an increase of 8.77% and a trading volume of 250,900 shares, amounting to a transaction value of 361 million [1] - Caohua Gas (300483) closed at 14.77, up 5.35%, with a trading volume of 293,400 shares [1] - Zhongtai Co. (300435) closed at 21.60, increasing by 3.15% with a trading volume of 134,400 shares [1] Notable Decliners in Gas Sector - Baichuan Energy (600681) saw a decline of 3.93%, closing at 4.40 with a trading volume of 1,093,500 shares, resulting in a transaction value of 483 million [2] - Meino Energy (001299) decreased by 2.54%, closing at 12.26 with a trading volume of 54,300 shares [2] - Dazhong Public Utilities (600635) fell by 2.22%, closing at 7.04 with a trading volume of 2,937,700 shares [2] Capital Flow Analysis - The gas sector experienced a net outflow of 35.285 million from institutional investors and 85.5668 million from speculative funds, while retail investors saw a net inflow of 121 million [2] - Shengtong Energy had a net inflow of 93.1903 million from institutional investors, but a net outflow of 52.1795 million from speculative funds [3] - Caohua Gas had a net inflow of 38.6517 million from institutional investors, with a net outflow of 22.2288 million from speculative funds [3]

| 证券代码：300483 | 证券简称：首华燃气 | 公告编号：2025-075 | | --- | --- | --- | | 债券代码：123128 | 债券简称：首华转债 | | 首华燃气科技（上海）股份有限公司 关于"首华转债"2025年付息的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、"首华转债"（债券代码：123128）将于 2025 年 11 月 3 日按面值支付 第四年利息，每 10 张"首华转债"（面值 1,000.00 元）利息为 15.00 元（含税）。 2、债权登记日：2025 年 10 月 31 日 3、本次付息期间及票面利息：计息期间为 2024 年 11 月 1 日至 2025 年 10 月 31 日，票面利率为 1.50%。 4、付息日：2025 年 11 月 3 日 5、除息日：2025 年 11 月 3 日 6、"首华转债"本次付息的债权登记日为 2025 年 10 月 31 日，截至 2025 年 10 月 31 日下午深圳证券交易所收市后，在中国证券登记结算有限责任公司深 圳分公司（以下简称" ...

Core Viewpoint - The company has made significant breakthroughs in the exploration and development of deep coalbed methane, which has become a new highlight for natural gas production increase in China in 2023 [1] Company Summary - The company's subsidiary, Zhonghai Wobang, is extracting natural gas primarily from deep coalbed methane and tight sandstone gas at depths of approximately 2300-2500 meters [1] - The geological reserves of deep coalbed methane that have been filed amount to 88.7 billion cubic meters [1]

Core Viewpoint - The company, Shouhua Gas, provided information regarding its natural gas business costs and the amount and proportion of purchased gas in response to investor inquiries, indicating that detailed data can be found in the annual report [1] Group 1 - The company addressed investor questions on its natural gas business [1] - Information on operating costs, purchased gas amounts, and their proportions is available in the annual report [1]

| 证券代码：300483 | 证券简称：首华燃气 | 公告编号：2025-074 | | --- | --- | --- | | 债券代码：123128 | 债券简称：首华转债 | | 首华燃气科技（上海）股份有限公司 关于2024年限制性股票激励计划 预留授予第一个归属期归属结果暨股份上市的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 3、授予数量：本激励计划实际首次授予 1,124.80 万股，预留授予 61.00 万 股。 4、授予价格：本激励计划首次及预留授予的限制性股票的授予价格为 4.69 元/股。 5、激励对象：本激励计划首次授予的激励对象不超过 80 人，包括公司（含 子公司）核心岗位、业务/技术骨干、关键岗位员工，不包括公司独立董事和监 事；预留授予的激励对象 8 人，包括公司（含子公司）核心岗位、业务/技术骨 干、关键岗位员工，不包括公司独立董事和监事。 重要内容提示： 首华燃气科技（上海）股份有限公司（以下简称"公司"）《2024 年限制 性股票激励计划（草案）》（以下简称"本激励计划"）规定的预留授予第一个 归属期归属条件已成 ...

Market Overview - The gas sector experienced a decline of 0.26% on October 21, with Shouhua Gas leading the losses [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Individual Stock Performance - Baichuan Energy (600681) saw a significant increase of 10.07%, closing at 5.03 with a trading volume of 1.3646 million shares and a turnover of 643 million yuan [1] - Shouhua Gas (300483) led the declines with a drop of 5.11%, closing at 15.23 with a trading volume of 360,200 shares and a turnover of 551 million yuan [2] - Other notable gainers included Delong Huineng (000593) with a 6.00% increase and Guo Xin Energy (600617) with a 5.45% increase [1] Capital Flow Analysis - The gas sector experienced a net outflow of 833 million yuan from institutional investors, while retail investors saw a net inflow of 581 million yuan [2] - The table of capital flow indicates that Baichuan Energy had a net inflow of 16.6144 million yuan from institutional investors, while it faced outflows from both retail and speculative investors [3]

Market Overview - The street vendor economy sector increased by 0.25% compared to the previous trading day, with Shouhua Gas leading the gains [1] - The Shanghai Composite Index closed at 3863.89, up 0.63%, while the Shenzhen Component Index closed at 12813.21, up 0.98% [1] Top Performers in Street Vendor Economy - Shouhua Gas (300483) closed at 16.05, up 5.94%, with a trading volume of 530,200 shares and a transaction value of 820 million [1] - ST Xuefa (002485) closed at 3.66, up 4.87%, with a trading volume of 53,100 shares and a transaction value of 19.22 million [1] - Huijia Times (603101) closed at 12.28, up 3.54%, with a trading volume of 572,500 shares and a transaction value of 690 million [1] Market Capital Flow - The street vendor economy sector experienced a net outflow of 532 million from institutional investors, while retail investors saw a net inflow of 478 million [2] - Speculative funds had a net inflow of 54.67 million [2] Individual Stock Capital Flow - Xiaogoods City (600415) had a net inflow of 45.78 million from institutional investors, while it faced a net outflow of 27.64 million from speculative funds [3] - Jihong Co. (002803) saw a net inflow of 29.17 million from institutional investors, but a net outflow of 14.10 million from speculative funds [3] - Jiangling Motors (000550) had a net inflow of 13.88 million from institutional investors, with a net outflow of 5.92 million from speculative funds [3]

Core Insights - The gas and thermal power sectors have shown strong performance in the afternoon trading session on October 20, with notable stocks experiencing significant gains [1] Group 1: Market Performance - Guo New Energy has achieved a remarkable performance with 4 consecutive trading days of gains [1] - Hengsheng Energy, Jingneng Thermal Power, and Huitian Thermal Power have all reached their daily price limit [1] - Other companies such as Changchun Gas, Shouhua Gas, and Langfang Development have also reported substantial increases in their stock prices [1]

Market Overview - The Shanghai Composite Index closed at 3839.76 points, below the five-day moving average, with a decline of 1.95% [1] - The total trading volume of A-shares reached 1,954.408 billion yuan [1] Stocks Performance - A total of 152 A-shares broke through the five-day moving average today [1] - Stocks with significant deviation rates include: - Haixia Innovation (14.94%) - Shenlian Biology (8.07%) - Huabang Health (7.93%) [1] - Stocks with minor deviation rates that just crossed the five-day moving average include Tianyu Co., Suhao Fashion, and Longquan Co. [1] Notable Stocks - Top stocks with the highest deviation rates on October 17: - Haixia Innovation: +19.96% with a turnover rate of 18.39%, five-day moving average at 5.07 yuan, latest price at 5.83 yuan [1] - Shenlian Biology: +10.65% with a turnover rate of 7.78%, five-day moving average at 10.58 yuan, latest price at 11.43 yuan [1] - Huabang Health: +10.11% with a turnover rate of 8.30%, five-day moving average at 4.64 yuan, latest price at 5.01 yuan [1]

Market Overview - The gas sector experienced a slight decline of 0.01% on October 17, with Dazhong Public Utilities leading the drop [1] - The Shanghai Composite Index closed at 3839.76, down 1.95%, while the Shenzhen Component Index closed at 12688.94, down 3.04% [1] Stock Performance - Notable gainers in the gas sector included: - Guo New Energy (600617) with a closing price of 4.00, up 9.89% and a trading volume of 2.25 million shares, totaling 859 million yuan [1] - Caohua Gas (300483) closed at 15.15, up 9.47% with a trading volume of 535,300 shares, totaling 796 million yuan [1] - Changchun Gas (600333) closed at 7.25, up 6.77% with a trading volume of 1.04 million shares, totaling 743 million yuan [1] - Conversely, major decliners included: - Dazhong Public Utilities (600635) closed at 6.24, down 4.73% with a trading volume of 2.61 million shares, totaling 1.671 billion yuan [2] - Fuan Energy (002911) closed at 12.44, down 3.94% with a trading volume of 265,000 shares, totaling 336 million yuan [2] - Xinjiang Torch (603080) closed at 24.29, down 3.69% with a trading volume of 126,000 shares, totaling 313 million yuan [2] Capital Flow - The gas sector saw a net outflow of 15.7859 million yuan from institutional investors, while retail investors contributed a net inflow of 13.3 million yuan [2] - Specific stock capital flows included: - Guo New Energy (600617) had a net outflow of 96.5695 million yuan from institutional investors [3] - Changchun Gas (600333) experienced a net inflow of 85.8114 million yuan from institutional investors [3] - Shaanxi Natural Gas (002267) saw a net inflow of 21.2789 million yuan from institutional investors [3]