证券代码：603689 证券简称：皖天然气编号：2026-001 债券代码：113631 债券简称：皖天转债 安徽省天然气开发股份有限公司 可转债转股结果暨股份变动公告 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个别及连带责任。 重要内容提示： ● 转股情况："皖天转债"自2022年5月12日进入转股期，截至2025年12月31日，累计转股金额 334,121,000元，因转股形成的股份数量为48,325,575股，占可转债转股前本公司已发行股份总额的 10.27%。自2025年10月1日至2025年12月31日期间，累计已有人民币面值总额为244,043,000元的"皖天 转债"转换成公司普通股股票，累计转股数量为35,835,357股，占可转债转股前本公司已发行股份总额的 7.62%。 ● 未转股可转债情况：截至2025年12月31日，"皖天转债"尚有595,879,000元未转股，占"皖天转债"发行 总量的64.07%。 一、可转债发行上市概况 经中国证券监督管理委员会《关于核准安徽省天然气开发股份有限公司公开发行可转换公司债 ...

Core Viewpoint - The Tianjin LNG receiving station of the National Pipeline Network welcomed its first liquefied natural gas (LNG) shipment of the year, marking a significant operational milestone for the facility in 2026 [1] Group 1 - The "Mars" vessel, carrying 64,400 tons of LNG, safely docked at the National Pipeline Network Group's Tianjin LNG receiving station [1]

公告显示，胜通能源股票价格自2025年12月12日至2025年12月29日期间价格涨幅为213.97%，期间多次 触及股票交易异常波动情形。 胜通能源表示，公司主营业务及基本面未发生重大变化，不存在应披露而未披露的重大信息。公司不涉 及机器人相关业务，公司主营业务仍为液化天然气采购、运输及销售，未发生重大变化，收购方不存在 未来十二个月内的资产重组计划，收购方不存在未来12个月内对上市公司及其子公司的资产和业务进行 出售、合并、与他人合资或合作的计划，或上市公司拟购买或置换资产的重组计划，收购方不存在未来 36个月内通过上市公司借壳上市的计划或安排。 北京商报讯（记者 马换换 王蔓蕾）1月5日晚间，胜通能源（001331）披露公告称，公司就股票交易波 动情况进行了核查。鉴于相关核查工作已完成，公司股票将于1月6日起复牌。 ...

来源：中国能源网 北京时间2026年1月3日晚，美国总统特朗普称抓获委内瑞拉总统马杜罗及其夫人并带离委内瑞拉。稍后 新闻发布会上，特朗普表示，美国将控制委内瑞拉庞大的石油储备，并招募美国公司投资数十亿美元， 以重振该国衰败的石油工业。金联创分析认为，美委冲突升级可能对石油市场带来深刻影响，不过对天 然气市场的直接影响预计有限，多数还是影响到与石油价格挂钩的长协资源上。 委内瑞拉能源背景 因此，美委冲突升级短期来看，供应下滑叠加市场恐慌心态增加，价格有上行风险。但长期来看，可能 会下行。 对我国天然气市场的影响 金联创认为，美委地缘政治冲突升级对我国进口LNG影响相对较小。首先委内瑞拉不出口LNG，其次 委内瑞拉的地理位置也不影响航运。从体量和船运来看，冲突事件对我国LNG进口几乎没有影响。其 次，与委内瑞拉相邻的特立尼达和多巴哥，我国虽然自其进口LNG，但占比也比较小，2025年1-11月， 占比仅有0.4%。 金联创通过公开资料整理，委内瑞拉拥有世界上最大的约3000多亿桶的已探明石油储量。但美国多年来 的制裁导致委内瑞拉石油产量大幅下降，目前委内瑞拉每天仅生产约100万桶石油，约占全球原油产量 的0.8% ...

中新网甘肃新闻1月5日电（张永超 赵津萱 李若斌）4日，中国石油发布信息称，中国最大油气田——长 庆油田2025年天然气产量超510亿立方米，连续四年站稳500亿立方米台阶，全年产气量约占国内天然气 总产量的五分之一，为保障国家能源安全注入强劲动力。 储气库"气力十足"迎战供暖高峰期。强达 摄 工正在进行安全巡检，确保设备以最佳状态保供气。程倩 摄 作为中国陆上天然气生产的"压舱石"，长庆油田扎根鄂尔多斯盆地，历经三十余年攻坚，已成功开发靖 边、榆林、苏里格等15个气田。自1997年向北京开始供气以来，累计生产天然气超7000亿立方米，等效 替代标煤9亿余吨，减少二氧化碳排放超10亿吨，保障着我国京津冀、陕甘宁、长三角等地区50多个大 中城市工业和民生用气需求。 长庆油田的开发历程，是我国非常规天然气攻坚克难的生动缩影。长庆油田气田开发事业部党委书记杨 勇介绍说："长庆油田目前开发的天然气，85%以上都是开采难度极大的'低渗、低压、低丰度'致密气。 天然气渗流难度大，单井平均日产量不足1万立方米，仅为常规高产气田的几十分之一甚至百分之一。" 面对这一困境，长庆科研人员专注于盆地地质演化、天然气生成、储藏机理研 ...

记者：唐小梅 在"双碳"目标与能源结构转型的双重驱动下，天然气作为清洁高效的能源品种，已成为我国能源体系的重要支柱。但当前分布式天然气管 理领域，长期受困于数据采集滞后、设备监控脱节、能耗优化不足等痛点，传统依赖人工巡检、经验调度的模式，既难以保障供应稳定 性，又制约了能源利用效率的提升。甘肃丰聚能源科技开发有限公司执行董事兼经理李红梅，以十余年能源行业管理经验为基石，锚 定"数据要素赋能"的核心方向，带领团队攻坚研发"基于物联网技术的分布式能源管理平台V1.0"，为西北区域天然气企业数字化转型提供 了可落地的实践样本。 作为深耕西北能源市场的企业管理者，李红梅对分布式天然气管理的行业瓶颈有着切身体会。"西北地域辽阔，分布式用气点分散在工业 园区、偏远乡镇，传统模式下，抄表、巡检全靠人工，数据上传滞后一天以上，设备故障往往要等用户投诉才能发现。"李红梅指出，这 种"被动响应"的管理模式，不仅增加了企业运营成本，更存在安全隐患与供应风险，与能源行业"培育新质生产力、以数据驱动效率提 升"的发展方向完全相悖。 2022年，能源行业数字化转型进入深水区，数据被确立为继煤炭、电力后的新型核心生产要素。李红梅敏锐地意识 ...

Investment Rating - The report maintains a positive outlook on the power and gas sectors, indicating potential investment opportunities in these areas [1]. Core Insights - The 2026 long-term electricity prices are under pressure, with significant declines observed in transaction prices across various provinces, reflecting a shift in the power generation model from reliance on thermal power to a more diversified income structure [6][7]. - Natural gas consumption saw a year-on-year increase of 5.1% in November 2025, indicating a recovery in demand, particularly due to heating needs during the winter season [34]. - The report highlights the importance of optimizing the electricity market mechanism and restructuring the power generation mix as key future trends [7]. Summary by Sections 1. Electricity: 2026 Long-term Electricity Prices - The annual transaction results for 2026 show a total transaction volume of 2,724.81 billion kWh in Jiangsu, with a weighted average price of 344.19 yuan/MWh, down 16.55% from the previous year [6][8]. - Similar trends are observed in Guangdong and Anhui, with prices decreasing by 5.03% and 10.09% respectively [6][8]. - The report suggests that coastal provinces will face significant pricing pressure in 2026, as the role of thermal power shifts from being the main energy source to a regulatory support role [7]. 2. Gas: November Natural Gas Consumption - In November 2025, the apparent consumption of natural gas reached 362.8 billion m³, marking a 5.1% increase year-on-year, while the total consumption from January to November was 3,880 billion m³, a slight decline of 0.1% [34]. - The report notes that the increase in consumption is attributed to a low base from the previous year and a recovery in industrial gas demand [34]. - The report also highlights a favorable trend in natural gas pricing, with a decrease in costs due to lower international oil prices and improved supply conditions [36]. 3. Investment Analysis Recommendations - For thermal power, the report recommends companies with integrated coal and power operations, such as Guodian Power and Inner Mongolia Huadian, as well as those with significant large unit ratios like Datang Power and Huaneng International [10]. - In the hydropower sector, companies like Yangtze Power and Guotou Power are recommended due to their sufficient capacity and expected improvements in profit margins [10]. - The report suggests focusing on nuclear power companies like China Nuclear Power and China General Nuclear Power, which have stable cost structures and high utilization hours [10]. - For green energy, companies such as Xintian Green Energy and Longyuan Power are highlighted for their stable returns and increasing operational benefits from environmental value releases [10].

Group 1 - The core point of the news is that Shouhua Gas has seen a stock price increase of 5.01%, reaching 14.89 CNY per share, with a trading volume of 1.47 billion CNY and a market capitalization of 4.291 billion CNY [1] - Shouhua Gas Technology (Shanghai) Co., Ltd. was established on January 8, 2003, and listed on June 30, 2015. The company primarily engages in the research, production, and sales of gardening products, as well as natural gas exploration, development, production, and sales [1] - The company's main business revenue is entirely derived from natural gas operations, accounting for 100% of its revenue, with no contribution from other sources [1] Group 2 - From the perspective of fund holdings, Yongying Fund has one fund heavily invested in Shouhua Gas. The Yongying Hejia One-Year Holding Mixed A Fund (017220) held 106,700 shares, representing 0.3% of the fund's net value, making it the third-largest holding [2] - The Yongying Hejia One-Year Holding Mixed A Fund was established on December 29, 2022, with a current scale of 258 million CNY. The fund has achieved a year-to-date return of 3.56%, ranking 7178 out of 8155 in its category [2] - The fund manager of Yongying Hejia One-Year Holding Mixed A is Yuan Xu, who has been in the position for 1 year and 251 days, managing a total asset size of 5.266 billion CNY, with the best fund return during his tenure being 8.34% [3]

持续的出口活动为俄罗斯天然气销售带来一定支撑。在失去欧洲这一最大买家、且西方限制不断升级的 困境下，该国正艰难开拓替代市场。去年冬季，由于运力短缺和储气设施接近饱和，北极LNG 2项目曾 被迫大幅减产。当前，这艘唯一的破冰船仅能支撑该项目维持约25%的产能运转，凸显出俄罗斯对更多 能够在冰冻水域航行的运输船只的迫切需求。 【最新黄金期货行情解析】 从1小时图结构来看，沪金价格在前期急跌后已完成快速修复，目前运行于984—988区间，短线进入震 荡整理阶段。布林带整体仍呈收敛态势，沪金价格贴近中轨运行，显示多空分歧加大；MACD红柱缩 短，动能减弱，表明当前更多属于反弹后的修复过程，而非趋势反转。 今日周一（1月5日）亚盘时段，黄金期货目前交投于997.10附近，截至发稿，黄金期货暂992.54元/克， 涨幅1.15%，最高触及992.54元/克，最低下探988.52元/克。目前来看，黄金期货短线偏向震荡走势。 打开APP，查看更多高清行情>> 【要闻速递】 在西方制裁持续收紧的背景下，俄罗斯北极液化天然气（LNG）出口正面临严峻的运力挑战。船舶追 踪数据显示，目前俄罗斯仅依赖一艘名为"克里斯托弗·德·马尔热里 ...

Core Insights - The article reports that China imported a total of approximately 98,000 tons of LNG through coastal receiving stations during the week of December 29, 2025, to January 4, 2026, a significant decrease from the previous week's import of 175,000 tons [1][4]. LNG Import Analysis - During the specified week, China received LNG from 10 different countries, with Australia contributing 3 ships and approximately 18,000 tons, accounting for about 18% of the total imports [4]. - The distribution of LNG imports by region shows that South China received 6 ships, the Yangtze River Delta received 4 ships, and the Bohai Rim received 5 ships. The Qingdao LNG receiving station in Shandong had the highest volume, with 3 ships totaling around 22,000 tons [4]. Future Projections - According to E-Gas system forecasts, China is expected to import 23 ships of LNG, amounting to approximately 158,000 tons, during the week of January 5 to January 11, 2026 [4][5]. E-Gas System Overview - The E-Gas system, developed by the China Economic Information Service in collaboration with the Shanghai Petroleum and Natural Gas Exchange Center, focuses on providing comprehensive information services for the energy sector, including real-time statistics on LNG international trade and an energy industry database [7].