（记者 王晓波） 每经AI快讯，佛燃能源1月6日晚间发布公告称，公司第六届第二十六次董事会会议于2026年1月6日以 通讯表决的方式召开。会议审议了《关于调整2023年限制性股票激励计划首次授予部分回购价格的议 案》等文件。 每经头条（nbdtoutiao）——原指导价34.99万的宝马裸车价22.5万元，多家车企还补贴购置税！2026开 年车市火爆，销售从早到晚忙到没空吃饭 ...

证券之星消息，1月6日燃气板块较上一交易日上涨0.24%，胜通能源领涨。当日上证指数报收于 4083.67，上涨1.5%。深证成指报收于14022.55，上涨1.4%。燃气板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600635 大众公用 | | -5015.33万 | 5.72% | -1725.06万 | -1.97% | -3290.27万 | -3.75% | | 603080 | 新疆火炬 | 1957.74万 | 9.10% | -860.71万 | -4.00% | -1097.03万 | -5.10% | | 001331 | 胜通能源 | 1382.21万 | 3.93% | -424.21万 | -1.21% | -958.00万 | -2.72% | | 000593 | 德龙汇能 | 872.04万 | 4.28% | -520.97万 | -2.56% | -351 ...

证券日报网讯1月5日，蓝天燃气（605368）在互动平台回答投资者提问时表示，截至2025年12月31日， 公司普通股股东总数36182户。 ...

格隆汇1月5日丨百川能源(600681.SH)公布，百川资管因自身资金需要，计划减持公司股份不超过 4022.56万股，即不超过公司总股本的3%。其中，拟通过集中竞价交易方式减持不超过13,408,548股， 拟通过大宗交易方式减持不超过26,817,096股。 ...

美能能源1月5日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 南京证券股份有限公司银川治平路证券营业部 | 587.85 | 0.00 | | 买二 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 441.19 | 188.56 | | 买三 | 国投证券股份有限公司福州长乐中路证券营业部 | 362.66 | 105.26 | | 买四 | 东方财富证券股份有限公司拉萨东环路第一证券营业部 | 358.67 | 127.89 | | 买五 | 平安证券股份有限公司深圳深南东路罗湖商务中心证券营 业部 | 339.46 | 27.79 | | 卖一 | 国泰海通证券股份有限公司广州东风中路证券营业部 | 4.07 | 1471.14 | | 卖二 | 华鑫证券有限责任公司上海光复路证券营业部 | 0.00 | 1430.73 | | 卖三 | 国泰海通证券股份有限公司成都龙腾东路营业部 | 0.14 | 687.27 | | 卖四 | 华鑫证券有限责任公司上海分 ...

证券之星消息，1月5日燃气板块较上一交易日上涨0.94%，升达林业领涨。当日上证指数报收于 4023.42，上涨1.38%。深证成指报收于13828.63，上涨2.24%。燃气板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002259 | 升达林业 | 4.16 | 10.05% | 26.89万 | | 1.10亿 | | 300435 | 中泰股份 | 23.69 | 6.62% | 22.93万 | | · 5.38亿 | | 300483 | 草华燃气 | 14.92 | 5.22% | 14.94万 | | 2.19亿 | | 603080 | 新疆火炬 | 24.79 | 4.95% | 12.49万 | | 3.03亿 | | 002700 | 万憬能源 | 6.98 | 4.02% | 10.24万 | | 7062.32万 | | 605090 | 九丰能源 | 44.63 | 3.55% | 45.55万 | | 20.09亿 | | ...

Investment Rating - The report provides a "Buy" rating for several companies in the power and gas sectors, including Guodian Power, Inner Mongolia Huadian, and China Nuclear Power [9][48]. Core Insights - The 2026 long-term electricity prices are under pressure, with significant declines observed in transaction prices across various provinces, indicating a shift in the profitability model of the power industry towards a diversified income structure [6][9]. - Natural gas consumption saw a year-on-year increase of 5.1% in November 2025, driven by heating demand and improved industrial activity, suggesting a positive outlook for the gas sector [31][33]. - The report emphasizes the need for optimization of the electricity market mechanism and restructuring of the power supply to adapt to the changing landscape [6][9]. Summary by Sections 1. Electricity - The annual trading results for 2026 show a total transaction volume of 2,724.81 billion kWh in Jiangsu, with a weighted average price of 344.19 RMB/MWh, down 16.55% from the previous year [5][7]. - Similar trends are observed in Guangdong and Anhui, with prices decreasing by 5.03% and 10.09% respectively, indicating widespread pressure on electricity prices in coastal provinces [5][7]. - The transition of thermal power from a primary energy source to a regulatory support role is highlighted, with a shift towards a revenue model that includes capacity and auxiliary service income [6][9]. 2. Natural Gas - In November 2025, the apparent consumption of natural gas reached 36.28 billion m³, marking a 5.1% increase year-on-year, while the total consumption from January to November was 388 billion m³, a slight decline of 0.1% [31][33]. - The report notes that the increase in natural gas production and favorable pricing conditions are expected to enhance the profitability of city gas companies [33]. - Recommendations include focusing on integrated gas trading companies and city gas firms that are likely to benefit from lower costs and improved margins [33][34]. 3. Environmental Protection - The report mentions the implementation of water price adjustments in Zhongshan and the introduction of waste disposal fees in Foshan, which are expected to improve cash flow in the environmental sector [9]. - Companies such as Zhongshan Public Utilities and Longxin Technology are highlighted as beneficiaries of these regulatory changes [9].

证券研究报告·行业跟踪周报·燃气Ⅱ 燃气Ⅱ行业跟踪周报 气温预期持续偏低美国气价上涨、库存提取欧洲气 价上涨，重视商业航天特燃特气价值长期提升 2026 年 01 月 05 日 增持（维持） [Table_Tag] [投资要点 Table_Summary] 证券分析师 袁理 执业证书：S0600511080001 021-60199782 yuanl@dwzq.com.cn 证券分析师 谷玥 执业证书：S0600524090002 guy@dwzq.com.cn 行业走势 -8% -4% 0% 4% 8% 12% 16% 20% 24% 2025/1/6 2025/5/5 2025/9/1 2025/12/29 燃气Ⅱ 沪深300 相关研究 《气温预期上调美国气价回落、库存 提取欧洲气价微增，25M11 国内用气 需求边际改善》 2025-12-29 《气温偏高美国气价继续回落，库存 提取欧洲气价微增，25M11 国内用气 需求边际改善》 2025-12-22 东吴证券研究所 1 / 13 请务必阅读正文之后的免责声明部分 ◼ 价格跟踪：气温预期持续偏低美国气价上涨、库存提取欧洲气价上涨。 截至 2026/0 ...

Investment Rating - The industry investment rating is maintained as "Increase" [4] Core Insights - The annual negotiated electricity price has been established, leading to a significant drop in trading prices in Jiangsu and Zhejiang for 2026, with a decrease of 16.5% and 16.4% respectively. The new energy price subsidy in January is at a maximum of 6.17 cents per kilowatt-hour [3][13] - The electricity market is undergoing a restructuring with the full entry of new energy sources, which is expected to bring about a new equilibrium in electricity pricing sooner than anticipated [3] - The report highlights the performance of various sectors within the electricity industry, noting a general decline in stock prices for most listed companies in the power and utilities sector [6][63] Summary by Sections Industry Overview - The average trading price for electricity in Jiangsu for 2026 is 344.19 yuan per megawatt-hour, down 16.5% year-on-year, while in Zhejiang it is 344.85 yuan per megawatt-hour, also down 16.4% [13] - The total transaction volume in Jiangsu's electricity market for 2026 is 272.481 billion kilowatt-hours, with a weighted average price of 344.19 yuan per megawatt-hour [13] - The report indicates that the electricity prices in 28 regions have been adjusted downwards, with reductions ranging from 0.65% to 24.68% [3][13] Market Performance - The Shanghai Composite Index closed at 3968.84 points, up 0.13%, while the CSI 300 Index closed at 4629.94 points, down 0.59%. The CITIC Power and Utilities Index closed at 3042.43 points, down 2.35%, underperforming the CSI 300 Index by 1.76 percentage points [6][63] - Most stocks in the power and utilities sector experienced declines, with notable drops in companies such as Guodian Power and Huaneng International [67] Investment Recommendations - The report suggests focusing on high-dividend coal-fired power leaders and companies with stable electricity prices and coal-electric integration, such as Huaneng International, Huadian International, and Guodian Power [3] - It also recommends investing in flexible coal-fired power transformation leaders and companies in the wind and solar sectors, such as Xintian Green Energy and Longyuan Power [3] - For the gas sector, it highlights quality leaders like Chengran and New Hope Energy, which are expected to recover profits while maintaining stable dividends [3]

以下为研究报告摘要： 投资要点 华源证券近日发布燃气行业2026年度投资策略：中石化经研院预测2026年东北亚LNG现货均价9.5~11.5 美元/百万英热，TTF均价8.5~10.5美元/百万英热，下行趋势明显；而美国受到下游需求和出口增长驱 动，预计HH均价小幅上涨至3.4~3.9美元/百万英热。同时原油价格有望延续下行趋势，EIA预测2026年 布伦特原油年平均价格为55美元/桶。 全球天然气市场供需格局重塑，预计2026年起全球LNG产能集中释放，而全球需求增速2025年或放 缓，2026年或略有回升，供需宽松背景下全球天然气价格有望持续下行周期。中石化经研院预测2026年 东北亚LNG现货均价9.5~11.5美元/百万英热，TTF均价8.5~10.5美元/百万英热，下行趋势明显；而美国 受到下游需求和出口增长驱动，预计HH均价小幅上涨至3.4~3.9美元/百万英热。同时原油价格有望延续 下行趋势，EIA预测2026年布伦特原油年平均价格为55美元/桶。 国际油气价格下行趋势有望促进城燃公司成本改善、需求释放。城燃公司气源结构主要来自三桶油、海 外长协及现货等，三桶油方面，低成本国产气产量高增、占比提 ...