登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：605090 证券简称：九丰能源 公告编号：2026-008 江西九丰能源股份有限公司关于控股股东、实际控制人及其一致行动人 权益变动触及5%刻度的提示性公告 本公司控股股东广东九丰投资控股有限公司，实际控制人张建国先生、蔡丽红女士及其一致行动人保证 向本公司提供的信息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 因可转债转股导致总股本增加及股东持股变动，江西九丰能源股份有限公司（以下简称"公司"）控股股 东、实际控制人及其一致行动人持股比例由50.52%（截至2025年12月31日）变动至50.00%（截至2026 年2月24日），触及5%的整数倍刻度。 ■ 一、信息披露义务人及其一致行动人的基本信息 （一）身份类别 ■ （二）信息披露义务人及其一致行动人信息 注：上表中各股东持股比例按照权益变动前后的总股本分别计算，其相加之和与合计持股比例如有差 异，系四舍五入所致。 三、其他说明 1、本次权益变动未触及要约收购，亦不导致公司控股股东、实际控制人发生变化 ...

成为最具价值创造力的清洁能源服务商 证券代码：605090 证券简称：九丰能源 公告编号：2026-008 权益变动触及 5%刻度的提示性公告 本公司控股股东广东九丰投资控股有限公司，实际控制人张建国先生、蔡丽 红女士及其一致行动人保证向本公司提供的信息真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 因可转债转股导致总股本增加及股东持股变动，江西九丰能源股份有限公司（以下 简称"公司"）控股股东、实际控制人及其一致行动人持股比例由 50.52%（截至 2025 年 12 月 31 日）变动至 50.00%（截至 2026 年 2 月 24 日），触及 5%的整数倍刻度。 | 权益变动方向 | 比例增加□ | | 比例减少☑ | | | | | --- | --- | --- | --- | --- | --- | --- | | 权益变动前合计比例 | 50.52%（截至 | 2025 | 年 12 | 月 | | 日） 31 | | 权益变动后合计比例 | 50.00%（截至 | 2026 | 年 2 | 月 | ...

成为最具价值创造力的清洁能源服务商 股票代码：605090 股票上市地点：上海证券交易所 信息披露义务人：蔡丽红 住所/通讯地址：广东省珠海市*** 信息披露义务人之一致行动人一：广东九丰投资控股有限公司 住所/通讯地址：广州市南沙区黄阁镇望江二街 5 号 2707 房（仅限办公） 信息披露义务人之一致行动人二：张建国 江西九丰能源股份有限公司 简式权益变动报告书 上市公司名称：江西九丰能源股份有限公司 股票简称：九丰能源 签署日期：2026 年 2 月 24 日 1 住所/通讯地址：广东省珠海市*** 信息披露义务人之一致行动人三：蔡丽萍 住所/通讯地址：广东省珠海市*** 信息披露义务人之一致行动人四：南京盈发创业投资合伙企业（有限合伙） 住所/通讯地址：江苏省南京市溧水区永阳街道水保东路 3 号 3 栋 404 室 信息披露义务人之一致行动人五：蔡建斌 住所/通讯地址：广东省广州市*** 信息披露义务人之一致行动人六：张宗衡 住所/通讯地址：广东省广州市*** 股份变动性质：可转债转股导致持股比例被动稀释、信息披露义务人减持股份 成为最具价值创造力的清洁能源服务商 信息披露义务人及其一致行动人声明 一、 ...

燃气Ⅱ行业跟踪周报 证券研究报告·行业跟踪周报·燃气Ⅱ 气温回暖&美伊局势紧张，美国气价回落，欧 洲气价微涨 增持（维持） [Table_Tag] [投资要点 Table_Summary] 证券分析师 袁理 执业证书：S0600511080001 021-60199782 yuanl@dwzq.com.cn 证券分析师 谷玥 执业证书：S0600524090002 guy@dwzq.com.cn 行业走势 2026 年 02 月 24 日 2026-02-02 -10% -5% 0% 5% 10% 15% 20% 25% 30% 35% 40% 2025/2/24 2025/6/22 2025/10/18 2026/2/13 燃气Ⅱ 沪深300 东吴证券研究所 1 / 13 请务必阅读正文之后的免责声明部分 ◼ 价格跟踪：气温回暖&美伊局势紧张，美国气价回落，欧洲气价微涨。 截至 2026/02/20,美国 HH/欧洲 TTF/东亚 JKM/中国 LNG 出厂/中国 LNG 到岸价周环比变动-3.4%/+1.1%/+1.4%/0%/+3.9%至 0.8/2.8/2.7/2.5/2.7 元 /方。 ◼ 供需分析 ...

Group 1 - The oil sector has collectively surged due to escalating tensions between the US and Iran, leading to higher oil prices and a significant increase in VLCC freight rates during the Spring Festival holiday [1] - Zhongyou Securities noted that the unclear situation between the US and Iran has granted crude oil a geopolitical premium, with expectations of marginal improvement in the supply-demand dynamics for PX and PTA this year [1] - The price spread between PX (China's main port) and naphtha (Japan) has stabilized around $300/ton after adjustments, with potential for further strengthening post-holiday [1] Group 2 - As of February 24, 2026, the National Petroleum and Natural Gas Index (399439) rose sharply by 5.83%, with significant gains in constituent stocks such as Potential Hengxin (up 16.23%), China Oil Engineering (up 10.13%), and Blue Flame Holdings (up 10.04%) [1] - The oil ETF Penghua (159697) increased by 5.97%, with the latest price reported at 1.42 yuan, closely tracking the National Petroleum and Natural Gas Index [1] - As of January 30, 2026, the top ten weighted stocks in the National Petroleum and Natural Gas Index accounted for 66.76% of the index, including major companies like China National Petroleum, China National Offshore Oil, and Sinopec [1]

Group 1 - Crude oil prices continue to rise, with WTI crude futures for March contracts up by 1.9% and Brent crude futures for April contracts up by 1.86% [1] - The oil sector is attracting significant investment, with the Penghua Oil ETF (159697) seeing a cumulative net subscription of 178 million shares since February [1] - Guosheng Securities notes that VLCC freight rates have unexpectedly increased during the Spring Festival, indicating a strong performance in an otherwise off-season for the industry [1] Group 2 - The Guozheng Oil and Gas Index (399439) has surged by 6.10%, with constituent stocks such as Potential Energy rising by 18.32%, China Oil Engineering by 10.13%, and Blue Flame Holdings by 10.04% [1] - The Penghua Oil ETF (159697) has increased by 6.26%, with the latest price at 1.43 yuan and a net subscription of 11 million shares during the trading session [1] - The Guozheng Oil and Gas Index reflects the price changes of publicly listed companies related to the oil and gas industry on the Shanghai and Shenzhen stock exchanges [1][2]

2026年2月24日早盘，A股油气股开盘领涨，截至10:48，石油天然气ETF(159588)上涨6.11%。成分股潜 能恒信上涨19.22%，中油工程、蓝焰控股10cm涨停，招商轮船，中曼石油等个股跟涨。 方正证券分析认为，本轮上涨由"强现实+强预期+新格局"三重驱动：基本面层面，美洲与中东增产共 振、委内瑞拉转向合规市场持续释放吨海里增量；此外，美伊紧张局势推升霍尔木兹海峡风险溢价；运 力结构层面，Sinokor控制近150艘VLCC，占主流合规运力37%，头部集中度提升显著增强议价能力。 石油天然气ETF(159588)紧密跟踪国证石油天然气指数，国证石油天然气指数反映沪深北交易所石油天 然气产业相关上市公司的证券价格变化情况。前十大权重股分别为中国石油、中国海油、中国石化、杰 瑞股份、广汇能源、招商轮船、中远海能、洲际油气、九丰能源、新奥股份，前十大权重股合计占比 66.76%。场外联接(A：021822；C：021823)。 ...

消息面上，国际油价持续拉升，布伦特原油期货春节期间单周涨幅超5%。 石油ETF鹏华紧密跟踪国证石油天然气指数，国证石油天然气指数反映沪深北交易所石油天然气产业相 关上市公司的证券价格变化情况。 数据显示，截至2026年1月30日，国证石油天然气指数(399439)前十大权重股分别为中国石油、中国海 油、中国石化、杰瑞股份、广汇能源、招商轮船、中远海能、洲际油气、九丰能源、新奥股份，前十大 权重股合计占比66.76%。 国金证券指出，原油市场当前脱离供需，转为地缘政治风险驱动。预计未来一个月内价格的高波动率将 不可避免。在美伊局势尚未明朗化前，原油价格处于易涨难跌的状态。短期原油价格如因地缘问题继续 上行，建议关注拥有油气资源的上游企业以及长期受益于行业高景气度的海上油气服务工程板块。 截至2026年2月24日 10:36，国证石油天然气指数(399439)强势上涨6.17%，成分股潜能恒信上涨 18.53%，中油工程上涨10.13%，蓝焰控股上涨10.04%，中远海能，招商轮船等个股跟涨。石油ETF鹏 华(159697)上涨6.64%，最新价报1.43元。 以上内容与数据，与有连云立场无关，不构成投资建议。据 ...

消息面上，航运概念集体高开，中远海能、招商轮船涨停价开盘。 中信证券指出，逆全球化背景下能源贸易格局持续演变，供应链资产稀缺性和金融属性日益凸显，船东 运价和估值表现屡屡跳脱于传统供需驱动框架之外或为2025~26年油轮周期显著特征，淡季单日TD3C TCE突破15万美金，地缘催化共振推动2026年公司利润创周期高点。 一方面供给端海外船东加大运力控制，合规市场VLCC集中度提升有望重构定价机制。以Sinokor为例， 通过买入和期租的方式新增大量运力，若本轮全部船舶交付完毕后，控制运力将提升至118艘，若剔除 被制裁运力按合规运力来看，则CR5为41.5%，扩张完成后集中度将提升6.6ppts，集中度提升有望重构 定价机制，强化船东运价博弈主动权。同时截至2026年1月，VLCC浮舱运力占比环比提升0.4pct至 6.0%，供给端强约束2026年持续存在。 另一方面合规市场需求结构性增长&低油价背景下原油补库需求或为主要边际变量。边际需求、运价的 趋势动能以及船东和货主双方博弈等影响即期运价因素短期形成合力，2月TD3C TCE超过14万，一年 期VLCC租金超过9万地缘主导驱动淡季油价甚至超过旺季，VLC ...

Core Insights - The nano-diamond market in China is projected to grow from 173.12 million yuan in 2016 to 298 million yuan in 2024, with a compound annual growth rate (CAGR) of 7.02% [1][12] - The industry is expected to reach a market size of approximately 31.89 million yuan by 2025, driven by advancements in synthesis technology and increasing demand from high-end manufacturing, new energy, and electronic information sectors [1][12] - The future of the nano-diamond industry is anticipated to focus on high performance, green development, and collaborative industrial ecosystems [1][12] Industry Overview - Nano-diamonds are non-metal materials composed of sp³ hybridized carbon atoms, exhibiting exceptional hardness, high thermal conductivity, and biocompatibility [3] - They can be synthesized through various methods, including high-temperature high-pressure and detonation techniques, and are categorized into single-dispersed nano-diamond particles and nano-diamond polycrystals [3][9] Market Dynamics - The demand for nano-diamonds is increasing due to the rising performance requirements in downstream industries such as high-end manufacturing and new energy [1][12] - The industry is supported by national policies that encourage the development of new functional materials, including nano-diamonds [7][8] Application Areas - Nano-diamonds have diverse applications across various fields, including: - As additives in metal coatings to enhance part lifespan by 1-9 times and reduce coating thickness by over 50% [5] - In catalysis to improve propane dehydrogenation selectivity and stability in redox reactions [5] - As lubricating oil additives to decrease friction loss by 30-40% [5] - In aerospace for turbine blade coatings and composite material reinforcement [5] - In medicine as drug carriers and fluorescent probes for targeted tumor therapy and in vivo imaging [5] Industry Chain - The upstream of the nano-diamond industry includes raw materials like graphite and methane, as well as equipment for synthesis [9] - The midstream consists of nano-diamond synthesis and processing companies, while the downstream encompasses applications in abrasives, lubricants, aerospace, metal coatings, and medical fields [9][10] Competitive Landscape - The nano-diamond industry in China features several key players, including: - Huifeng Diamond, specializing in synthetic single crystal diamond powder [13] - Sifangda, focusing on superhard materials and related products [15] - The competition is intensifying, with companies emphasizing technological innovation, brand building, and market expansion [13][15] Future Trends - The nano-diamond industry is expected to expand its application scenarios and innovate functionalities, moving from traditional uses to high-value fields such as biomedical, quantum information, and advanced manufacturing [16] - There will be a focus on optimizing synthesis processes for precision control, scalability, and environmental friendliness [17] - Cross-disciplinary integration and collaboration between academia and industry will enhance innovation and facilitate the transition of nano-diamonds from laboratory to industrial application [19]