Group 1 - The core message highlights the significant production capacity breakthrough of China's largest coalbed methane field, Daji Gas Field, which has surpassed 2.5 billion cubic meters annually, injecting strong momentum into domestic natural gas supply growth [1] - Coalbed methane is becoming a key resource for natural gas production growth in China due to its large reserves, wide distribution, and outstanding development potential, especially as conventional gas field growth slows [1] - Shouhua Gas has established a comprehensive technical system from exploration to development, providing technological support for the large-scale development of unconventional natural gas resources [1] Group 2 - Shouhua Gas has made significant progress in exploration and development through continuous research investment and detailed studies, achieving innovative results in reservoir evaluation, extraction technology, and production enhancement measures [2] - The company has developed a set of development technology policies and strategies tailored to the geological characteristics of the Shilou West Block, enhancing drilling and fracturing efficiency through optimized processes and advanced monitoring equipment [2] - Shouhua Gas emphasizes the importance of refined construction management and supporting engineering systems to achieve efficient development and cost-effectiveness in deep coalbed gas extraction [2] Group 3 - Under the "dual carbon" goals, the energy position of natural gas remains solid, and the company is expected to seize opportunities in the industry landscape of natural gas supply growth due to its technological barriers and resource reserves [3]

Core Viewpoint - The importance of energy independence, particularly in the context of natural gas supply, is emphasized due to external pressures on Russian gas imports. Coalbed methane is highlighted as a key unconventional natural gas resource for China's energy strategy [1] Industry Summary - The global energy supply landscape is changing, making domestic oil and gas resource development increasingly critical [1] - Coalbed methane is recognized for its large reserves, wide distribution, and significant development potential, positioning it as a crucial resource for increasing natural gas production in China [1] Company Summary - The company has seen a rapid increase in natural gas production, particularly in coalbed methane, since 2024 [1] - The Ministry of Finance has raised the subsidy weight coefficient for coalbed methane from 1.2 to 1.5, enhancing support for unconventional natural gas development [1] - The company anticipates meeting the requirements for special funding and will announce the receipt of related funds once confirmed [1]

Group 1 - The core point of the article is that Shouhua Gas (300483) reported on August 1 that as of July 31, 2025, the total number of common stock shareholders is 24,289 [1]

证券日报网讯首华燃气（300483）8月1日在互动平台回答投资者提问时表示，公司目前未开展对俄天然 气进口或相关贸易业务，因此对俄二级制裁可能导致的进口停止对公司并无直接影响。同时，对俄二级 制裁可能导致俄气供应减少，影响国内和国际天然气市场供应格局发生变化，从而对天然气价格产生一 定影响，但天然气价格受多方面因素的影响，最终天然气价格变动情况具有不确定性。 ...

格隆汇8月1日丨首华燃气(300483.SZ)在投资者互动平台表示，公司目前未开展对俄天然气进口或相关 贸易业务，因此对俄二级制裁可能导致的进口停止对公司并无直接影响。同时，对俄二级制裁可能导致 俄气供应减少，影响国内和国际天然气市场供应格局发生变化，从而对天然气价格产生一定影响，但天 然气价格受多方面因素的影响，最终天然气价格变动情况具有不确定性，敬请广大投资者注意投资风 险。 ...

来源：金融界 公司回答表示：尊敬的投资者，您好！公司目前未开展对俄天然气进口或相关贸易业务，因此对俄二级 制裁可能导致的进口停止对公司并无直接影响。同时，对俄二级制裁可能导致俄气供应减少，影响国内 和国际天然气市场供应格局发生变化，从而对天然气价格产生一定影响，但天然气价格受多方面因素的 影响，最终天然气价格变动情况具有不确定性，敬请广大投资者注意投资风险。谢谢！ 金融界8月1日消息，有投资者在互动平台向首华燃气提问：董秘好-请问对于俄罗斯的二级制裁，如果 不进口俄罗斯天然气了对于公司有何影响？请详细解答，谢谢。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 001331 | 胜通能源 | 12.72 | 10.03% | 4.81万 | 1 | 6119.14万 | | 000669 | ST金湾 | 3.38 | 1.50% | 40.42万 | | 1.38亿 | | 300435 | 中泰股份 | 15.51 | 1.17% | 1 8.65万 | | 1.34亿 | | 001299 | 美能能源 | 12.23 | 1.16% | 8.37万 | | 1.03亿 | | 605368 | 蓝天燃气 | 9.93 | -0.90% | 4.84万 | | 4816.26万 | | 605169 | 洪通燃气 | 11.19 | -0.97% | 3.65万 | | 4098.05万 | | 002259 | 升达林业 | 4.00 | -0.99% | 10.41万 | | 4179.24万 | | 002700 | 万憬能源 | 7.35 | -1.08% | 8.11万 | ...

Group 1 - The gas sector experienced a 0.6% increase on July 30, with Shengtong Energy leading the gains [1] - The Shanghai Composite Index closed at 3615.72, up 0.17%, while the Shenzhen Component Index closed at 11203.03, down 0.77% [1] - Shengtong Energy's stock price rose by 9.99% to 11.56, with a trading volume of 187,100 shares and a transaction value of 207 million yuan [1] Group 2 - The gas sector saw a net outflow of 11.82 million yuan from institutional funds, while retail investors contributed a net inflow of 25.32 million yuan [2] - The trading data indicates that ST Jinjing and Shouhua Gas also experienced notable price increases of 5.05% and 4.78%, respectively [1][2] - The overall trading volume for the gas sector was significant, with Shouhua Gas recording a transaction value of 481 million yuan [1]

| 证券代码：300483 | 证券简称：首华燃气 | 公告编号：2025-055 | | --- | --- | --- | | 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 关于持股5%以上股东减持股份累计达到5% 暨权益变动的提示性公告 本公司股东西藏科坚企业管理有限公司、西藏嘉泽创业投资有限公司保证向本 公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 首华燃气科技（上海）股份有限公司（以下简称"公司""首华燃气"）于近 日收到西藏科坚企业管理有限公司（以下简称"西藏科坚"）及其一致行动人西藏 嘉泽创业投资有限公司（以下简称"嘉泽创投"）发来的《简式权益变动报告书》， 其合计持股比例下降至 5%。现将有关情况公告如下： 一、本次权益变动基本情况 本次权益变动前，西藏科坚持有首华燃气 13,427,640 股，约占首华燃气当时总 股本的 5.0000%；嘉泽创投持有首华燃气 13,997,101 股，约占首华燃气当时总股本 的 5.2120%，合计持有首华燃气 27,4 ...

信息披露义务人二：西藏嘉泽创业投资有限公司 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 信息披露义务人一：西藏科坚企业管理有限公司 住所及通讯地址：西藏自治区拉萨市堆龙德庆区人和鑫座 B 栋 1 单元 9 层 901 号 住所及通讯地址：拉萨经济技术开发区金珠西路 158 号阳光新城商住楼商铺 14 号 权益变动性质：股份减少（持股比例降至 5%） 签署日期：2025 年 7 月 25 日 1 信息披露义务人声明 一、本报告书系信息披露义务人依据《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、依据《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》的规定，本 报告书已全面披露信息披露义务人在首华燃气科技（上海）股份有限公司中拥有 权益的股份变动情况。截至本报告书签署日，除本报告书 ...