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：2025-082 江西九丰能源股份有限公司 关于拟对外投资建设新疆煤制天然气项目的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 项目名称：新疆庆华年产 55 亿立方米煤制天然气示范项目二期工程（年产 40 亿方 煤制天然气项目）（以下简称"新疆庆华二期工程项目"、"二期工程项目"、"本项目" 或"项目"）。 投资金额：江西九丰能源股份有限公司（以下简称"公司"）作为产业投资人，以 项目总投资额为限，拟累计出资不超过人民币 34.55 亿元（考虑到项目部分系统模块拟 采用"BOT/BOO 外包"模式，公司实际出资金额预计将低于 34.55 亿元），资金来源为 自有或自筹，项目建设周期不超过 36 个月，并计划按照 30%、40%、30%的比例支付工 程建设款项，公司对应的权益出资亦拟参照此进度分期实缴，届时公司将持有二期工程 项目 50%的权益（对应年产 20 亿方天然气）。公司最终出资金额受项目实际投资额及投 融资 ...

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：2025-081 江西九丰能源股份有限公司 第三届监事会第十三次会议决议公告 江西九丰能源股份有限公司（以下简称"公司"）第三届监事会第十三次会议于 2025 年 9 月 26 日（星期五）以现场表决方式召开。会议通知于 2025 年 9 月 23 日（星期二） 以电子邮件等方式送达全体监事。本次会议应出席监事三人，实际出席监事三人，会议 由监事会主席慕长鸿先生召集并主持。公司董事会秘书黄博先生列席本次会议。本次会 议的召集、召开及表决程序符合有关法律法规和《公司章程》的相关规定。 二、监事会会议审议情况 经与会监事认真审议，本次会议逐项表决通过了以下决议： （一）审议通过《关于拟对外投资建设新疆煤制天然气项目的议案》 经审核，监事会认为：本次对外投资事项符合《中华人民共和国公司法》等法律、 法规及《公司章程》的相关规定，有利于公司构建"权益气+长约气+现货气"的多元化 上游资源池，持续扩大客户覆盖范围，进一步提升与拓展公司业务格局及发展空间。本 次对外投资事项不存在损害公司及全体股东尤其是中小股东利益的情形。 本次项目 ...

Core Viewpoint - Jiufeng Energy (605090.SH) plans to invest in a coal-to-natural gas demonstration project in collaboration with Xinjiang Qinghua Energy Group and Henan Future Silk Road Clean Energy Partnership, with a total investment of RMB 23.033 billion [1] Investment Details - The project aims to produce 5.5 billion cubic meters of coal-to-natural gas annually, with the second phase specifically targeting an annual output of 4 billion cubic meters [1] - Jiufeng Energy's total investment will not exceed RMB 3.455 billion, sourced from its own funds or self-raised capital [1] - Upon completion, Jiufeng Energy will hold a 50% stake in the second phase of the project, corresponding to an annual production capacity of 2 billion cubic meters of natural gas [1]

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：2025-080 江西九丰能源股份有限公司 第三届董事会第十四次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、董事会会议召开情况 江西九丰能源股份有限公司（以下简称"公司"）第三届董事会第十四次会议于 2025 年 9 月 26 日（星期五）以现场结合通讯表决方式召开。会议通知于 2025 年 9 月 23 日 （星期二）以电子邮件等方式送达全体董事。本次会议应出席董事九人，实际出席董事 九人，会议由董事长张建国先生召集并主持。公司全体监事及部分高级管理人员列席本 次会议。会议的召集、召开及表决程序符合有关法律法规和《公司章程》的相关规定。 二、董事会会议审议情况 经与会董事认真审议，本次会议逐项表决通过了以下决议： （一）审议通过《关于拟对外投资建设新疆煤制天然气项目的议案》 为构建"权益气+长约气+现货气"的多元化上游资源池，持续扩大客户覆盖范围， 进一步提升与拓展公司业务格局及发展空间，公司拟作为产业投资人，与新 ...

Group 1 - The company, Jiufeng Energy, plans to invest in the Xinjiang coal-to-natural gas project, collaborating with Xinjiang Qinghua Energy Group and Henan Future Silk Road Clean Energy Partnership, with a total investment of RMB 230.33 billion [1] - Jiufeng Energy's contribution will not exceed RMB 34.55 billion, and it will hold a 50% stake in the second phase of the project, which is expected to produce 2 billion cubic meters of natural gas annually [1] - The board has authorized the management to sign joint venture agreements with partners under legal and fair principles [1] Group 2 - The feasibility of the project is supported by the approval from the National Development and Reform Commission for the first phase, which has a production capacity of 5.5 billion cubic meters of coal-to-natural gas [2] - The project will consume approximately 11.796 million tons of raw coal annually, primarily sourced from the Yining mining area, ensuring a stable supply of coal resources [2] - The project has obtained water usage permits for an estimated annual water consumption of about 22.316 million cubic meters, meeting the project's requirements [2] - A 43-kilometer gas pipeline has been completed to connect the coal-to-gas base to the national pipeline network, facilitating the distribution of natural gas [2] - The first phase of the project has been operating at full capacity, and the coal-to-gas industry has matured over the past decade, providing a solid foundation for the project's implementation [2]

Core Viewpoint - The company, Jiufeng Energy, plans to invest in a coal-to-natural gas project in collaboration with Xinjiang Qinghua and Henan Future Silk Road Clean Energy Partnership, with a total investment not exceeding 3.455 billion yuan [2] Investment Details - The project involves the construction of the second phase of a coal-to-natural gas demonstration project with an annual production capacity of 5.5 billion cubic meters, specifically focusing on a 4 billion cubic meter coal-to-natural gas project [2] - Jiufeng Energy will hold a 50% stake in the second phase of the project, corresponding to an annual production of 2 billion cubic meters of natural gas [2] - The funding for the project will come from the company's own resources or through self-raised funds, with a construction period not exceeding 36 months [2]

智通财经APP讯，九丰能源(605090.SH)发布公告，公司拟作为产业投资人，与新疆庆华能源集团有限 公司(以下简称"新疆庆华")、河南未来丝路清洁能源合伙企业(有限合伙)(以下简称"河南丝路")共同投资 建设新疆庆华年产55亿立方米煤制天然气示范项目二期工程(年产40亿方煤制天然气项目)(总投资人民币 230.33亿元)，其中公司累计出资不超过人民币34.55亿元，资金来源为自有或自筹，届时公司将持有二 期工程项目50%的权益(对应年产20亿方天然气)。 ...

九丰能源公告，公司作为产业投资人，拟累计出资不超过人民币34.55亿元投资新疆煤制天然气项目， 资金来源为自有或自筹。项目建设周期不超过36个月，公司将持有该项目50%的权益（对应年产20亿方 天然气）。项目预计年耗用原煤1179.6万吨，已获相关取水许可，可满足项目所需水量。项目预计年用 水量约2231.6万立方米，已获得相关取水许可，可满足本项目所需水量。 ...

Market Overview - The Shanghai Composite Index increased by 1.07% this week, while the Utilities Index rose by 0.28% and the Environmental Index increased by 1.06%, with relative weekly returns of -0.79% and -0.01% respectively [2][3] - Among the 31 primary industry sectors classified by Shenwan, the Utilities and Environmental sectors ranked 6th and 4th in terms of growth [2][3] Power Sector Performance - In the power sector, thermal power decreased by 0.82%, while hydropower and renewable energy generation increased by 0.82% and 1.09% respectively [2][3] - The water sector saw an increase of 2.74%, while the gas sector declined by 0.63% [2][3] Important Events - At the UN Climate Change Summit, national leaders announced China's new commitments to reduce greenhouse gas emissions by 7%-10% from peak levels by 2035 and to increase non-fossil energy consumption to over 30% of total energy consumption [3] - In August, China's total electricity consumption reached 10,154 billion kWh, a year-on-year increase of 5.0% [3] - Cumulative installed power generation capacity reached 3,690 million kW by the end of August, with solar power capacity growing by 48.5% year-on-year [3] Regional Market Insights - The Sichuan electricity spot market has begun trial settlements, experiencing instances of negative electricity prices due to an oversupply situation [4] - As of 2024, Sichuan's total installed capacity is projected to be 14,346 MW, with hydropower accounting for 71.2% [4] Investment Strategies - In the utilities sector, coal and electricity prices are expected to decline, maintaining reasonable profitability for thermal power companies [5] - Continued government support for renewable energy development is anticipated to stabilize profitability for renewable energy companies [5] - Recommendations include major thermal power companies, national renewable energy leaders, and stable nuclear power operators [5] Environmental Sector Insights - The water and waste incineration sectors are entering a mature phase, with significant improvements in free cash flow [5] - The domestic market for scientific instruments exceeds $9 billion, indicating substantial potential for domestic substitution [5] - The upcoming EU SAF blending policy is expected to increase demand for raw materials, benefiting the domestic waste oil recycling industry [5]

证券研究报告 | 2025年09月28日 公用环保 202509 第 5 期 优于大市 2035 年国家自主贡献明确，风光装机容量力争达到 36 亿千瓦 市场回顾：本周沪深 300 指数上涨 1.07%，公用事业指数上涨 0.28%，环 保指数上涨 1.06%，周相对收益率分别为-0.79%和-0.01%。申万 31 个一 级行业分类板块中，公用事业及环保涨幅处于第 6 和第 4 名。电力板块 子板块中，火电下跌 0.82%；水电上涨 0.82%，新能源发电上涨 1.09%； 水务板块上涨 2.74%；燃气板块下跌 0.63%。 重要事件：国家领导人在联合国气候变化峰会上发表致辞，宣布中国新 一轮国家自主贡献：到 2035 年，中国全经济范围温室气体净排放量比 峰值下降 7%-10%，非化石能源消费占能源消费总量的比重达到 30%以上， 风电和太阳能发电总装机容量达到 2020 年的 6 倍以上、力争达到 36 亿 千瓦。国家能源局发布数据显示，8 月全社会用电量 10154 亿千瓦时， 同比增长 5.0%。从分产业用电看，第一产业用电量 164 亿千瓦时，同比 增长 9.7%；第二产业用电量 5981 亿千 ...