证券日报网讯 12月11日，长春燃气在互动平台回答投资者提问时表示，公司围绕"稳主业、拓新业、控 成本、强服务"的方针，通过深化与上游企业合作，拓展多元化气源供应渠道；积极沟通政府部门，推 动完善燃气顺价机制；通过节能技术应用，在清洁能源供暖方面发力；以"名气家"平台为核心，通过与 主业资源共享，发展灶具、保险、家装、社区零售等增值服务。 （文章来源：证券日报） ...

Core Insights - The article discusses the importance of energy supply and heating solutions for the winter season, highlighting various strategies and technologies being implemented to ensure reliable heating for households across different regions [1][7][11]. Group 1: Energy Supply and Heating Solutions - The article emphasizes the need for secure heating fuel and innovative clean heating methods to meet the rising demand during winter [1][7]. - It mentions the integration of smart heating technologies that enhance efficiency and reliability in energy supply [9][19]. - The article outlines the proactive measures taken by energy companies to ensure heating services are operational ahead of the winter season, including early preparations and system upgrades [7][12][16]. Group 2: Regional Heating Strategies - The article highlights the role of major energy companies, such as China Huaneng Group, in providing heating services across northern regions, ensuring timely and adequate supply [8][11]. - It discusses the implementation of centralized heating systems in areas where traditional heating methods may not suffice, particularly in southern regions [1][22]. - The article notes the collaboration between various government departments and energy companies to promote clean heating initiatives and improve energy efficiency [3][21]. Group 3: Clean Energy Innovations - The article details the advancements in renewable energy sources, such as solar and wind power, being utilized for heating solutions, contributing to a greener energy landscape [15][27]. - It mentions the increasing adoption of geothermal and nuclear energy for heating purposes, showcasing the diversification of energy sources [24][34]. - The article highlights the significant growth in clean heating areas, with a reported 209 billion square meters of clean heating coverage in northern regions [22][19].

Core Viewpoint - The onset of winter heating season in northern China has prompted energy companies to fully activate their winter supply modes to ensure energy security during peak demand periods [1][2]. Energy Supply and Infrastructure - A liquefied natural gas (LNG) carrier with a capacity of 69,000 tons has docked in Qingdao, marking the seventh LNG shipment received at the station since October [2]. - The Tianjin LNG receiving station has improved unloading efficiency and storage capacity through a "dual-ship docking" operation model, achieving an average daily gas output of approximately 10 million cubic meters, with peak capacity reaching 58 million cubic meters [2]. - China National Petroleum Corporation (CNPC) has arranged a 3.7% year-on-year increase in natural gas supply resources for the winter heating season, accounting for about 60% of the domestic supply [3]. - The national gas pipeline network has seen a daily gas transmission volume exceeding 72 million cubic meters, reflecting an over 8% year-on-year growth [6]. Storage and Supply Readiness - Various gas storage facilities have completed their annual injection tasks ahead of schedule, with the Liaohe gas storage facility in Northeast China starting its winter supply mode, holding over 3 billion cubic meters of gas [7][8]. - The Tarim Oilfield's four gas storage facilities have achieved a record injection volume of 1.2 billion cubic meters, ensuring sufficient supply for the winter [8]. Green Energy Initiatives - The winter heating season has incorporated more green energy sources, including industrial waste heat and geothermal energy projects, contributing to lower carbon emissions [9][10]. - The "Liao Heat into Jinan" project utilizes industrial waste heat to provide heating, capable of meeting the heating needs of 1 million square meters while reducing coal consumption by approximately 1.29 million tons annually [10]. - China Petroleum has launched geothermal heating services across 11 provinces, providing clean heating for over 1.2 million households and achieving a cumulative geothermal heating capacity of 12.6 million square meters [11][12].

Core Insights - The government of Tibet is prioritizing heating solutions to improve the living conditions of its residents, particularly in high-altitude areas where traditional heating methods are inadequate [1][2] - A significant investment of 3.14 billion yuan has been made in a clean energy heating project in the Ali region, which is expected to enhance the quality of life for local residents by providing stable and efficient heating [1] - The introduction of various clean energy heating models, including solar power solutions, aims to achieve comprehensive heating coverage in pastoral areas above 5000 meters, benefiting over 1,500 households [2] Group 1 - The average altitude of Tibet is over 4,000 meters, which poses health risks due to cold and hypoxia, prompting the government to implement heating pilot projects [1] - Residents previously relied on coal and cow dung for heating, which was inefficient and unhealthy, leading to a demand for better solutions [1] - The clean energy heating project in Cuoqin County has been operational since October 2024, maintaining indoor temperatures above 18°C and eliminating the need for traditional heating methods [1] Group 2 - The core technologies for clean energy heating in pastoral areas include "photovoltaic power generation + battery storage + heating terminals" and "solar thermal + thermal storage + dual supply," which utilize abundant solar and geothermal resources [2] - The government has attracted nearly 3.8 billion yuan in social capital for seven pilot projects, resulting in over 6 million square meters of new and renovated heating areas, benefiting nearly 200,000 people [2] - The initiative not only ensures warmth for residents during winter but also contributes to environmental protection by reducing smoke and pollution associated with traditional heating methods [2]

Core Viewpoint - The company received an inquiry letter from the Shanghai Stock Exchange regarding its 2024 annual report, focusing on non-operating fund occupation and the performance of its main business segments [1][2]. Group 1: Non-operating Fund Occupation - The company reported a total of 32.61 million yuan in non-operating fund occupation with its controlling shareholder, involving loans provided to a subsidiary [1][6]. - The controlling shareholder, Tibet Longsheng Energy Management Co., Ltd., has a registered capital of 1 million yuan and generated revenue of 10.59 million yuan in 2024 [2][3]. - The company has taken corrective measures, including the return of all occupied funds and interest, and has strengthened internal controls to prevent future occurrences [7][8]. Group 2: Main Business Performance - The company achieved a total revenue of 5.079 billion yuan in 2024, with solar water heater sales contributing 2.202 billion yuan, a 44.42% increase despite a 25% decline in sales volume [11][12]. - Other product categories, including kitchen and bathroom products, saw revenue declines ranging from 24% to 50% due to market conditions [11][12]. - The company operates under a dual sales model of direct sales and distribution, with distribution accounting for 72.38% of total revenue [24][25]. Group 3: Special Operating Projects - The company is involved in several special operating projects in Tibet, with significant investments and expected long-term returns, although these projects have not yet generated operational income [28][30]. - The company has established a joint venture for a clean energy heating project in Tibet, which is currently in the trial operation phase [28][29]. - The accounting treatment for these projects aligns with relevant accounting standards, recognizing construction service income as intangible assets [27][30].

Core Insights - The article highlights the implementation of a clean energy heating system in Zhangbei County, utilizing solar energy and geothermal heat to provide sustainable heating solutions for local residents [2][3] - The introduction of a mushroom cultivation industry in the region is presented as a successful economic development strategy, allowing for year-round production and increased income for local farmers [4] Clean Energy Heating System - The clean heating system combines solar panels and a ground-source heat pump, which allows residents to use solar energy for heating during sunny days and geothermal energy during colder nights [3] - The cost of heating has significantly decreased from over 2400 yuan to approximately 1200 yuan per household during the heating season, benefiting around 1260 households in the area [3][4] Mushroom Cultivation Industry - The establishment of a mushroom processing enterprise in collaboration with Baoding City has led to the utilization of over 170 acres of land for mushroom production, creating 88 greenhouses and providing income opportunities for more than 30 local families [4] - The total cultivated area for mushrooms in Zhangbei County has reached over 3700 acres, yielding an annual production of 18,000 tons and generating a revenue of 168 million yuan [4]