Workflow
燃气
icon
Search documents
ST金鸿:上半年归母净利润亏损3023.24万元,亏损收窄
Xin Lang Cai Jing· 2025-08-28 11:04
ST金鸿8月28日披露半年报,公司上半年实现营业收入6.41亿元,同比下降6.99%;归属于上市公司股东 的净利润亏损3023.24万元,上年同期亏损9262.28万元;基本每股收益-0.0444元/股。 ...
新奥股份(600803):零售气量增长,积极推进顺价
Dongguan Securities· 2025-08-28 09:23
Investment Rating - The report maintains a "Buy" rating for the company, indicating an expectation that the stock will outperform the market index by more than 15% in the next six months [6]. Core Insights - The company's performance in H1 2025 was impacted by warm winter weather, leading to a slight decline in revenue and net profit. The revenue was CNY 65.991 billion, down 1.47% year-on-year, while the net profit was CNY 2.408 billion, down 4.82% year-on-year [4]. - The company has seen growth in retail gas volume, with a 1.9% year-on-year increase to 12.95 billion cubic meters in H1 2025. The commercial user gas volume grew by 2.4%, while the residential user gas volume increased by 1.3% [4]. - The company is actively promoting price adjustments, with 64% of its enterprises having completed price adjustments by the end of June 2025 [4]. - The company is expanding its infrastructure operations through the establishment of a bonded LNG tank in Zhoushan, which enhances its operational capacity and allows for new business opportunities [4]. - The company is accelerating its development in photovoltaic and energy storage sectors, with significant new installations in H1 2025 [4]. - The earnings per share (EPS) forecasts for 2025-2027 are CNY 1.48, CNY 1.62, and CNY 1.79, respectively, with corresponding price-to-earnings (PE) ratios of 13x, 12x, and 11x [4][5]. Summary by Sections Financial Performance - In H1 2025, the company reported a revenue of CNY 65.991 billion, a decrease of 1.47% year-on-year, and a net profit of CNY 2.408 billion, down 4.82% year-on-year [4]. - Financial expenses were CNY 0.352 billion, showing a decrease of 29.87% year-on-year, indicating strong cost control [4]. Retail Gas Volume - The company achieved a retail gas volume of 12.95 billion cubic meters in H1 2025, marking a 1.9% increase year-on-year. The commercial user gas volume was 9.79 billion cubic meters, up 2.4%, while the residential user gas volume reached 3.04 billion cubic meters, up 1.3% [4]. Infrastructure Development - The company has established a bonded LNG tank in Zhoushan, which has begun operations and is expected to enhance its infrastructure capabilities significantly [4]. Renewable Energy Initiatives - In H1 2025, the company added 324.46 MW of photovoltaic capacity and 45.75 MWh of energy storage capacity, focusing on low-carbon energy solutions for small and medium-sized enterprises [4].
燃气板块8月28日涨0.83%,中泰股份领涨,主力资金净流出1.89亿元
Group 1 - The gas sector experienced a rise of 0.83% on August 28, with Zhongtai Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] - Zhongtai Co., Ltd. saw a significant increase in its stock price, closing at 18.58 with a rise of 12.13% [1] Group 2 - The gas sector had a net outflow of 189 million yuan from main funds, while retail investors contributed a net inflow of 111 million yuan [3] - The table provided shows various gas sector stocks, their closing prices, percentage changes, trading volumes, and transaction amounts [1][3]
贵州燃气集团股份有限公司关于筹划发行股份购买资产并募集配套资金暨关联交易事项的进展公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:600903 证券简称:贵州燃气 公告编号:2025-063 债券代码:110084 债券简称:贵燃转债 贵州燃气集团股份有限公司 关于筹划发行股份购买资产并募集配套资金暨关联交易事项的进展公告 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。 公司股票、可转债债券及可转债转股自2025年3月31日(星期一)开市起停牌。具体内容详见公司于 2025年3月29日披露的《贵州燃气集团股份有限公司关于筹划发行股份购买资产并募集配套资金暨关联 交易事项的停牌公告》(公告编号:2025-017)。停牌期间,公司按照规定及时履行信息披露义务,于 2025年4月4日披露了《贵州燃气集团股份有限公司关于筹划发行股份购买资产并募集配套资金暨关联交 易事项的停牌进展公告》(公告编号:2025-020)。 2025年4月8日,公司召开第三届董事会第二十五次会议,审议通过《关于公司发行股份购买资产并募集 配套资金方案的议案》《关于<贵州燃气集团股份有限公司发行股份购买资产并募集配套资金暨关联交 ...
新奥能源(02688):上半年经营偏弱,目前私有化进展顺利
BOCOM International· 2025-08-28 07:11
交银国际研究 公司更新 | 燃气 | 收盘价 | | 目标价 | 潜在涨幅 | 2025 年 8 月 28 日 | | --- | --- | --- | --- | --- | --- | | 港元 | | 62.95 | 港元 73.66↓ | +17.0% | | | 新奧能源 (2688 HK) | | | | | | 上半年经营偏弱,目前私有化进展顺利 财务数据一览 | 年结12月31日 | 2023 | 2024 | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 收入 (百万人民币) | 113,858 | 109,853 | 112,647 | 117,572 | 122,689 | | 同比增长 (%) | 3.5 | -3.5 | 2.5 | 4.4 | 4.4 | | 净利润 (百万人民币) | 6,816 | 5,987 | 7,169 | 7,644 | 7,860 | | 每股盈利 (人民币) | 6.71 | 6.14 | 6.34 | 6.76 | 6.95 | | 同比增长 (%) | -4.8 ...
皖天然气2025半年度分配预案:拟10派0.5元
Core Viewpoint - On August 27, 2025, the company announced a semi-annual distribution plan proposing a cash dividend of 0.5 yuan per 10 shares (including tax), with a total cash payout of approximately 24.51 million yuan, representing 13.25% of the net profit, marking the 10th cumulative cash distribution since its listing [2][3]. Company Summary - The company reported a total operating revenue of 2.674 billion yuan for the first half of 2025, a year-on-year decrease of 8.49% [2]. - The net profit for the same period was 185 million yuan, down 2.60% year-on-year, with basic earnings per share of 0.38 yuan and a weighted average return on equity of 5.57% [2]. Industry Summary - In the public utility sector, 15 companies announced their semi-annual distribution plans for 2025, with the highest cash payout from Guodian Power at 1.784 billion yuan, followed by Longyuan Power and Guikuan Power with payouts of 836 million yuan and 394 million yuan, respectively [3][4]. - The cash distribution ranking for the public utility sector shows that the company ranks lower in terms of cash payout compared to its peers, with a payout of 24.51 million yuan [4].
洪城环境(600461):降本控费业绩稳健,资本开支持续下降
Soochow Securities· 2025-08-28 01:43
Investment Rating - The report maintains a "Buy" rating for Hongcheng Environment (600461) [1] Core Views - The company demonstrates stable performance through cost reduction and expense control, with a continued decline in capital expenditure [1] - The water service business remains robust, with a 12.32% year-on-year increase in sewage revenue for the first half of 2025 [8] - The company is expected to benefit from the extension of the depreciation period for water supply pipelines, leading to a profit increase [8] - The report forecasts a steady growth in net profit for 2025-2027, with expected figures of 12.51 billion, 13.07 billion, and 13.63 billion yuan respectively [8] Financial Summary - Total revenue for 2025 is projected at 8.501 billion yuan, reflecting a 3.34% year-on-year growth [1] - The net profit attributable to the parent company is expected to reach 1.251 billion yuan in 2025, with a growth rate of 5.11% [1] - The earnings per share (EPS) for 2025 is estimated at 0.97 yuan, with a price-to-earnings (P/E) ratio of 9.37 [1] - The company's asset-liability ratio is projected to decrease to 56.13% by 2026, indicating improved financial stability [9] - The report highlights a significant reduction in capital expenditure by 62.88% to 4.35 billion yuan in the first half of 2025 [8]
水发燃气2025年中报简析:净利润同比下降218.33%,商誉占比较高
Zheng Quan Zhi Xing· 2025-08-27 22:56
Core Viewpoint - Water Development Gas (603318) reported a significant decline in net profit and revenue for the first half of 2025, indicating financial distress and high goodwill ratio [1] Financial Performance Summary - Total operating revenue for H1 2025 was 1.189 billion yuan, a decrease of 7.4% year-on-year [1] - Net profit attributable to shareholders was -61.057 million yuan, a decline of 218.33% compared to the previous year [1] - Gross margin fell to 14.16%, down 19.6% year-on-year, while net margin turned negative at -2.58%, a drop of 138.54% [1] - Total expenses (selling, administrative, and financial) amounted to 93.939 million yuan, accounting for 7.9% of revenue, an increase of 5.12% year-on-year [1] - Earnings per share were -0.13 yuan, a decrease of 218.18% year-on-year [1] Cash Flow and Debt Analysis - Operating cash flow per share increased significantly by 389.83% to 0.2 yuan [1] - The company’s cash and cash equivalents decreased by 36.47% to 394 million yuan [3] - Interest-bearing liabilities decreased by 17.94% to 1.576 billion yuan [1] Changes in Financial Items - Accounts receivable increased by 2.3% to 254 million yuan, while other receivables saw a significant drop of 77.73% due to the disposal of equity investments [3] - Long-term borrowings increased by 61.37%, indicating a rise in long-term financing [4] - The company reported a substantial increase in expected liabilities by 6567.25% due to litigation provisions [4] Business Evaluation - The company's return on invested capital (ROIC) was 7.28%, indicating average capital returns [4] - Historical data shows a median ROIC of 6.97% since its listing, with one year of losses [4] - The company’s cash flow situation is concerning, with cash to current liabilities ratio at 29.1% [5]
首华燃气股价下跌6.06% 上半年天然气产量同比翻倍
Jin Rong Jie· 2025-08-27 19:52
资金方面,8月27日主力资金净流出3387.63万元,近五日主力资金累计净流入1947.84万元。 截至2025年8月27日收盘,首华燃气股价报12.24元,较前一交易日下跌6.06%。当日成交量为277472 手,成交额达3.43亿元。 风险提示:市场有风险,投资需谨慎。(本内容由AI生成,仅供参考,不构成投资建议。) 首华燃气主营业务为天然气勘探开发、销售及城市燃气供应,所属行业包括燃气、天然气等板块。公司 主要业务覆盖天然气产业链上游及终端市场。 2025年上半年,公司实现天然气产量4.23亿立方米,同比增长116%;营业收入13.38亿元,同比增长 117%;归母净利润836.82万元,同比扭亏为盈。此外,公司经营性现金流净流入8亿元,同比增长 588%。 ...
公司互动丨这些公司披露在燃气、液冷等方面最新情况
Di Yi Cai Jing· 2025-08-27 14:12
Gas Sector - Jiufeng Energy is providing special gas products to support low-orbit satellite launch missions [1] Metals Sector - Shengda Resources reports that the gold and silver concentrate produced by Jingshan Mining in the first half of the year will begin gradual sales in the third quarter [1] Liquid Cooling Sector - Wanma Technology is still in the development phase of liquid-cooled server cabinets for the communication industry [1] - Sulian Co., Ltd. is currently in a confidential stage regarding its cooperation with clients in the liquid cooling industry [1] Other Developments - Kangda New Materials has a subsidiary whose products are applied in the Tiangong-1 and Shenzhou-9 missions [1] - Zhejiang Zhenyuan's S1 production line for histidine products is scheduled to officially start production at the end of August [1] - Del Co., Ltd. has technical reserves related to hydrogen refueling machines and membrane electrodes [1] - Tuobang Co., Ltd. has established close cooperation with leading clients in humanoid robots for its hollow cup motors and components, and has received bulk orders [1]