首华燃气科技（上海）股份有限公司 简式权益变动报告书 上市公司名称：首华燃气科技（上海）股份有限公司 股票上市地点：深圳证券交易所 股票简称：首华燃气 股票代码：300483 信息披露义务人：赣州海德投资合伙企业（有限合伙） 住所及通讯地址：江西省赣州市章贡区新赣州大道 18 号阳明国际中心 2 号 楼 607-321 室 一致行动人：吴海林 住所及通讯地址：上海市闵行区莘松路 958 弄 住所及通讯地址：上海市松江区厂南路 1 弄 一致行动人：吴君亮 住所及通讯地址：上海市闵行区莘松路 958 号 1 一致行动人：吴汝德 住所及通讯地址：浙江省仙居县白塔镇厚仁中街村阙长街 一致行动人：吴海江 一致行动人：吴君美 住所及通讯地址：浙江省仙居县福应街道环城东路 权益变动性质：股份减少 签署日期：2025 年 9 月 5 日 2 信息披露义务人及其一致行动人声明 一、本报告书系根据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》及其他相关法律、法规、部门规章和规范性文件编 写。 二、本报告书已全面披露信息披露义务人 ...

首华燃气科技（上海）股份有限公司 详式权益变动报告书 上市公司：首华燃气科技（上海）股份有限公司 股票简称：首华燃气 股票代码：300483 股票上市地点：深圳证券交易所 信息披露义务人：上海厚得妙景商务咨询有限公司 住所：上海市奉贤区南桥镇西闸公路 1036 号 3 幢 2 层 通讯地址：上海市奉贤区南桥镇西闸公路 1036 号 3 幢 2 层 一致行动人：山西汇景企业管理咨询有限公司 住所：山西省太原市高新开发区南中环街 461 号研发大楼 4 层 414 号 通讯地址：山西省太原市高新开发区南中环街 461 号研发大楼 4 层 414 号 一致行动人：刘晋礼 住所：山西省太原市迎泽区**** 通讯地址：山西省太原市迎泽区**** 权益变动性质：股份增加 签署日期：二〇二五年九月 信息披露义务人及其一致行动人声明 本部分所述词语或简称与本报告书"释义"所述词语或简称具有相同含义。 | | | 一、本报告书系根据《中华人民共和国公司法》、《中华人民共和国证券法》、 《上市公司收购管理办法》、《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告》、《公开发行证券的公司信息披露内容与格式准则第 ...

财务顾问核查意见 国泰海通证券股份有限公司 关于首华燃气科技（上海）股份有限公司 详式权益变动报告书 之 中国（上海）自由贸易试验区商城路618号 签署日期：二〇二五年九月 声 明 根据《公司法》《证券法》《上市公司收购管理办法》《公开发行证券的公 司信息披露内容与格式准则第15号——权益变动报告书》《公开发行证券的公司 信息披露内容与格式准则第16号——上市公司收购报告书》及相关法律、法规的 规定，国泰海通证券股份有限公司（以下简称"国泰海通"或"本财务顾问"） 作为上海厚得妙景商务咨询有限公司（以下简称"上海厚得"或"信息披露义务 人"）受让首华燃气科技（上海）股份有限公司（以下简称"首华燃气"或"上 市公司"）控股股东赣州海德投资合伙企业（有限合伙）（以下简称"海德投资"） 持有的上市公司股份事项之财务顾问，就其披露的《详式权益变动报告书》的有 关内容出具核查意见。 本财务顾问是按照行业公认的业务标准、道德规范和诚实信用、勤勉尽责的 精神，本着独立、客观、公正的原则，在认真审阅相关资料和充分了解本次权益 变动的基础上，发表财务顾问意见，旨在就本次权益变动作出独立、客观和公正 的评价，以供广大投资者及有关 ...

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]