2460万，这家重要煤层气公司股权“回归山西”！下一步将...

Core Viewpoint - China Coalbed Methane Group Limited plans to sell 100% equity of Qingshui Shuntai Energy Development Co., Ltd. to Shanxi Shenggang Energy Co., Ltd. for a cash consideration of 24.6093 million yuan [1][3] Company Overview - China Coalbed Methane is a Hong Kong-listed energy company primarily engaged in coalbed methane extraction, pipeline transportation, LNG liquefaction, storage, sales, and related engineering services [1] - The company has invested over 2 billion yuan in projects across Tianjin, Hebei, and Shanxi, establishing a complete industrial chain from coalbed methane extraction to LNG logistics and market application [1] Transaction Details - Shanxi Shenggang Energy, established in April 2020 with a registered capital of 5 million yuan, is the buyer of Qingshui Shuntai [1] - Qingshui Shuntai, founded in November 2006 with a registered capital of 240 million HKD, is primarily involved in the manufacturing and sales of liquefied coalbed methane [3] - The sale is motivated by Qingshui Shuntai's aging liquefaction equipment, high maintenance costs, and uncertain returns on technology upgrades, alongside a market oversupply of LNG leading to a significant price drop from 5,194 yuan per ton in September 2024 to 3,840 yuan per ton in September 2025 [3] Financial Implications - After the sale, China Coalbed Methane expects a net amount of approximately 23.9 million yuan, which will be allocated for R&D in hydrocarbon-based natural gas technology (10 million yuan), acquisition of a 17% stake in Wan Zhi Logistics (10.2 million yuan), and replenishing working capital (3.7 million yuan) [4] Industry Context - Shanxi has two leading coalbed methane companies: Shanxi Lanhua Coalbed Methane Co., Ltd., established in January 2010, and the newly unveiled Jincheng Coalbed Methane Investment and Development Group Co., Ltd. [5][6] - Jincheng Coalbed Methane aims to leverage local coalbed methane resources for industrial development, focusing on creating a comprehensive pipeline network to enhance gas delivery efficiency [6]