Group 1 - The announcement details the implementation of a new natural gas pipeline transportation price in Shaanxi Province, effective from June 1, 2025, with a reduction of 3.86 cents per cubic meter, rounded to 3.9 cents [1][2] - The price adjustment is part of the broader energy price reform initiated by the 20th National Congress of the Communist Party of China, aimed at enhancing the regulation of natural gas transportation prices [1][2] - The company anticipates a decrease in operating revenue of approximately 262 million yuan and a reduction in net profit of about 223 million yuan due to the new pricing policy [2] Group 2 - Local authorities are required to adjust urban pipeline gas distribution prices and establish a price linkage mechanism to ensure that the benefits of the transportation price reduction are passed on to end users [2] - Natural gas production and operation enterprises must strictly adhere to the new pricing policy, and local development and reform departments are tasked with effective policy communication and implementation [2]

证券代码：002053 证券简称：云南能投 公告编号：2025-076 一、关联交易概述 市公司"）董事会2025年第三次临时会议、公司2025年第三次临时股东会分别审议通过 了《关于以控股子公司云南省天然气有限公司股权向云南省页岩气勘探开发有限公司增 资暨关联交易的议案》。《关于以控股子公司云南省天然气有限公司股权向云南省页岩 气勘探开发有限公司增资暨关联交易的公告》（公告编号：2025-031）、《关于以控股 子公司云南省天然气有限公司股权向云南省页岩气勘探开发有限公司增资暨关联交易 完成评估备案的公告》（公告编号：2025-050）详见2025年3月22日、4月4日的《证券 时报》《中国证券报》和巨潮资讯网（http://www.cninfo.com.cn）。 二、交易进展情况 截至2025年4月30日，云南省天然气有限公司（以下简称"天然气公司"）已完成 其公司章程、股东名册变更和公司治理架构调整等工作，云南省页岩气勘探开发有限公 司（以下简称"页岩气公司"）已实际控制天然气公司的财务和经营政策，页岩气公司 可通过参与天然气公司的相关活动而享有可变回报，并且有能力运用对天然气公司的权 力影响其回报金额 ...

Core Viewpoint - The United States has invited officials from Japan and South Korea to Alaska to discuss a $44 billion natural gas pipeline project, aiming to enhance cooperation amid trade pressures from tariffs imposed by the Trump administration [1] Group 1: Project Details - The proposed pipeline will stretch 800 miles (approximately 1,300 kilometers) across Alaska, transporting natural gas to Asian customers after liquefaction [1] - The project is intended to develop untapped gas fields in Alaska's remote North Slope region [1] Group 2: Government Involvement - The event on June 2 will be hosted by Doug Burgum, the head of energy affairs, and Chris Wright, the Secretary of Energy [1] - There is uncertainty regarding the scale and level of foreign participants at the Alaska meeting, and significant agreements on the long-delayed pipeline project are not expected [1]

昆仑能源 20250522 摘要 昆仑能源作为中石油控股的天然气终端公司，拥有稳定低成本气源的核 心优势，受益于国内天然气需求增长，聚焦主业，巩固西部市场，积极 拓展工商业客户，有效修复毛差，LNG 业务提供利润和现金流，分红预 期提升估值。 公司营收稳步增长，2014-2024 年均增长 17.3%。2024 年营收 1,870 亿元，同比增长 5.5%；息税前利润 125 亿元，同比下降 1.6%；归母净利润 60 亿元，同比增长 4.9%。经营现金流充沛，2024 年经营现金流 126 亿元，自由现金流 70 亿元。资本开支集中于天然气 终端零售业务。 天然气销售是主要业务，2016-2024 年营收平均增长 13.7%，税前利 润平均增长 15.7%。受暖冬影响销量放缓，但税前利润保持稳定。工业 用户占比高，2018-2024 年工业用气销售量平均增速达 24.35%，受 益于工业向西部转移。 昆仑能源在中西部地区城燃项目布局较多，占比 28%，与中石油终端范 围相近，利于协同。2018-2024 年工业用户数量增速 22.54%，购气 成本低于同行，2022 年气价波动时成本控制优势明显。 Q&A ...

美国至5月16日当周EIA天然气库存变化值录得1200亿立方英尺，为2022年10月7日当周以来最大增幅。 ...

美国至5月16日当周EIA天然气库存 1200亿立方英尺，预期1150亿立方英尺，前值1100亿立方英尺。 ...

美国至5月16日当周EIA天然气库存将于十分钟后公布。 ...

叙利亚能源部长：我们将致力于完成与土耳其的天然气管道项目，预计从土耳其开始供应将于六月启 动。 ...

Economic Events and Data Summary - The National Office will hold a press conference regarding technology finance policies at 15:00 [1] - France's preliminary manufacturing PMI for May will be released at 15:15 [1] - Germany's preliminary manufacturing PMI for May will be available at 15:30 [1] - The Eurozone's preliminary manufacturing PMI for May will be published at 16:00 [1] - The UK's preliminary manufacturing PMI and services PMI for May will be announced at 16:30 [1] - Germany's IFO Business Climate Index for May will be released at 16:00 [1] - The European Central Bank will publish the minutes of the April monetary policy meeting at 19:30 [1] - Initial jobless claims in the U.S. for the week ending May 17 will be reported at 20:30 [1] - The preliminary manufacturing PMI for May from S&P Global in the U.S. will be available at 21:45 [1] - The annualized total of existing home sales in the U.S. for April will be released at 22:00 [1] - The EIA natural gas inventory for the week ending May 16 will be published at 22:30 [1]

Group 1 - The article highlights key financial data and events to be monitored on May 22, 2025, including various PMI indices and economic indicators from multiple countries [1] - Notable events include the invitation from President Trump to "Trump coin" holders for a dinner, indicating potential political and economic implications [1] - The article lists specific times for the release of important economic data, such as China's SWIFT RMB payment share and the U.S. initial jobless claims [1] Group 2 - The article outlines the scheduled release of manufacturing PMI initial values for France, Germany, the Eurozone, and the UK, which are critical indicators of economic health [1] - The European Central Bank's publication of the April monetary policy meeting minutes is also noted, which may provide insights into future monetary policy directions [1] - The article concludes with the mention of a speech by Federal Reserve's Williams, which could influence market expectations regarding U.S. monetary policy [1]