Group 1 - The Russian Federal Security Service reported on December 25 that it thwarted a terrorist plot orchestrated by the Ukrainian intelligence agency targeting a natural gas storage facility in Kaluga region [2] - The suspects, directed by the Ukrainian intelligence agency, planned to detonate explosive devices at a natural gas storage facility and a parking lot of a defense factory [2] - During the arrest, the suspects resisted and were shot dead, with law enforcement seizing foreign-made plastic explosives, detonators, handguns, and ammunition from their hideout [2]

▲ 巨融能源哈密生产中心。巨融能源/供图 入围中国能源企业500强，是对巨融能源多年发展积累的一次阶段性认可。这是社会信任和时代责任的体现，是对巨融能源在夯实LNG 产储供销全产业链体系、服务民生保供方面所作努力的一种认可。 巨融能源的成长，体现在其实体业务的规模化与网络化建设上，并完成三重跨越。 巨融能源从早期扎根新疆的区域运营角色，不断成长为全国性能源供应链服务商之一。该公司的核心布局深度嵌入国家能源通道关键节 点，在新疆巴州、哈密、甘肃古浪、内蒙古通辽等地建设多个天然气液化生产中心，总年产能达300万吨。目前，巨融能源构建了覆盖 全国的高效物流网络，拥有300余辆LNG运输槽车，年运力超百万吨，实现了从生产到供应的全链路保障，"保供稳价"作用不断凸显。 新发展形势下，入围" 500强"需要企业具备整合国内外资源、平抑市场波动的强大韧性支撑。为此，巨融能源着力构建"西北资源基地 +沿海贸易网络+国际资源池"的三级引擎，创新"资源池"供应模式，整合西部天然气资源与东部进口LNG，实现多气源互补，以应对复 杂多变的市场环境。 "双碳"目标背景下，天然气作为通向新能源时代的"伙伴能源"，其清洁属性和调峰价值愈发 ...

Core Viewpoint - Shaanxi Natural Gas (002267) primarily focuses on the construction and operation of long-distance natural gas pipelines, providing transportation and sales services for natural gas to upstream suppliers and various cities and users along the provincial pipelines [1] Group 1: Company Operations - The company does not engage in natural gas exploration and development, thus it does not directly participate in the allocation of natural gas production [1] - The existing pipeline network has established multiple interconnection points with the national pipeline network, allowing for the transportation of natural gas to markets outside the province based on downstream user demand [1]

Core Viewpoint - The company aims to enhance its operational efficiency and market presence by focusing on its core business and expanding its gas pipeline network capabilities [1] Group 1: Business Strategy - The company will continue to promote interconnectivity of its pipeline network to improve gas transmission capacity [1] - There is an emphasis on developing and integrating the downstream urban gas market to increase market coverage and profit growth [1] - The company is committed to maintaining shareholder rights and has implemented continuous dividend distributions over the years [1] Group 2: Growth Opportunities - The company plans to seize new development opportunities and explore external expansion layouts [1] - There is a focus on advancing comprehensive high-quality development [1]

每经头条（nbdtoutiao）——微信聊天遭老板监视，杀毒软件"失明"，员工隐私被系统性采集！软件商 公开售卖"监控神器"，称已服务多家企业 （记者 王晓波） 截至发稿，胜通能源市值为108亿元。 每经AI快讯，胜通能源（SZ 001331，收盘价：38.27元）12月25日晚间发布公告称，公司第三届第七次 董事会会议于2025年12月25日在公司会议室以现场和通讯相结合方式召开。会议审议了《关于部分募投 项目重新论证并再次延期的议案》等文件。 2025年1至6月份，胜通能源的营业收入构成为：LNG销售业务占比99.05%，运输服务占比0.63%，成品 油占比0.27%，其他业务占比0.05%。 ...

作者：公告君 有投资者在互动平台向首华燃气提问："尊敬的董秘：1.请问贵司12月22日披露的关于控股子公司北京 中海沃邦能源投资有限公司实际收到的部分财政补助资金合计人民币1.7亿元，是否属于非经常性损 益，在年报中是否可以计入归母净利润？2.公司燃气的长协价格与期货市场的天然气（NG00Y）价格之 间的联动关系是什么？" 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 针对上述提问，首华燃气回应称："尊敬的投资者，您好！该补助计入经常性损益，具体会计处理须以 会计师年度审计确认后的结果为准。公司天然气销售价格基于市场行情、供需情况等因素与和客户协商 确定，感谢您的关注！" 本文源自：市场资讯 ...

Core Viewpoint - The company focuses on the construction and operation of long-distance natural gas pipelines, providing transportation and sales services for natural gas to upstream suppliers and cities along the pipeline [1] Group 1: Company Operations - The company does not engage in natural gas exploration and development, thus it does not directly participate in the allocation of natural gas production [1] - The existing pipeline network has multiple interconnections with the national pipeline network, allowing for the transportation of natural gas to markets outside the province based on downstream user demand [1]

Core Viewpoint - The company, Shaanxi Natural Gas (002267.SZ), focuses on the construction and operation of long-distance natural gas pipelines, providing transportation and sales services for natural gas to upstream suppliers and cities along the pipeline [1] Group 1: Company Operations - The company does not engage in natural gas exploration and development, thus it does not directly participate in the allocation of natural gas production [1] - The existing pipeline network has established multiple interconnection points with the national pipeline network, allowing for the transportation of natural gas to markets outside the province based on downstream user demand [1]

Celsius Energy指出："近期天然气需求将非常不稳定，截至本周末，每日储存量低于+5 BCF/d，到下周 这个时候将飙升至近-30 BCF/d。这是5年平均值的两倍多。总的来说，这些预测有了很大改善。" 近期天然气需求将非常不稳定，截至本周末，每天低于+5 BCF/d的储存量将大幅下降，到下周这个时候 将飙升至近-30 BCF/d，是5年平均值的两倍多。总的来说，这些预测已经有了很大改善。 pic.twitter.com/lHZQOr5Wxb 美国天然气期货价格飙升至10月下旬以来的最高水平，一位能源交易员警告称"冬天还没有结束"，下周 初，另一波冷空气将涌入美国本土48州的东半部。就在即将到来的寒流到来之际，美国大部分地区在本 月初的极地涡旋使美国东部大部分地区陷入类似北极的条件后进行了短暂的热身。 能源交易商Celsius energy在X上写道："冬天还没有结束。以下是下周这个时候的异常预测，显示美国 东部主要人口中心将出现大面积异常寒冷的气温。" 截至周二下午晚些时候，NatGas期货上涨了近10%，这是自10月30日17%的价格飙升以来的最大盘中涨 幅。价格在4.365美元/MMBtu左右 ...

Group 1: Fixed Income Insights - The "14th Five-Year Plan" emphasizes the implementation of a rural resident income increase plan, aiming to enhance the proportion of resident income in national income distribution and labor remuneration in primary distribution [2] - Concerns about a potential AI bubble are present, but the credit risk in AI investments is primarily limited to a few new cloud vendors, with low probabilities of substantial defaults among leading tech companies [2][3] - The investment return rates for data centers are currently high due to a supply-demand imbalance in computing power, but the sustainability of these investments depends on the application side generating revenues that significantly exceed capital expenditures [2][3] Group 2: Economic Policy and Industry Trends - Recent information from the Central Economic Work Conference indicates a focus on high-quality growth, with policies leaning towards supply-side measures and an emphasis on service consumption [3] - The mining service and equipment sector is expected to transition towards mining development, driven by high metal prices and the need for external support from smaller mining owners who face financial and technical constraints [4] - Beijing has initiated a new round of real estate policy optimization, which is expected to stabilize the market and potentially influence other cities like Shanghai and Shenzhen to follow suit [5] Group 3: Energy and Chemical Sector - The PX market is anticipated to experience upward momentum due to a pause in domestic capacity growth and increasing PTA demand, with significant price differentials observed [6] - The natural gas sector is expected to benefit from a decline in costs, with stable pricing expected for industrial and commercial sales, leading to growth in profitability and dividends for gas companies [12][13] Group 4: AI Investment and Gaming Industry - AI investment is viewed as a core driver of global economic growth, with current discussions highlighting the need to focus on the rhythm and structure of investments rather than total investment levels [10] - The Chinese gaming industry's overseas revenue is projected to grow from $11.6 billion in 2019 to $18.56 billion by 2024, indicating a compound annual growth rate of 9.1% [10]