格隆汇7月31日丨新天然气(603393.SH)在互动平台表示，喀什北第二区域涉及矿区面积很大，根据最新 的评估，已发现的三个有利构造带，预测资源量原油超亿吨，天气然超千亿方。目前，已经在阿深1圈 闭、乌西3圈闭分别部署一口探井，预计年底或明年年初完成钻探。届时，视相关钻探所掌握的资料和 钻探成效，部署2026年的投资方向和工作量。 ...

Core Viewpoint - The Daji Gas Field, China's largest coalbed methane field, has achieved an annual production capacity of over 2.5 billion cubic meters, becoming a significant resource for the country's natural gas production growth [1][3]. Group 1: Production Capacity and Growth - The Daji Gas Field has a newly added annual production capacity of approximately 1 billion cubic meters from 37 newly drilled wells this year [3]. - The current average daily production of coalbed methane is 6.8 million cubic meters, representing a year-on-year increase of 50.1% [3]. Group 2: Geological and Technical Aspects - Coalbed methane is a type of unconventional natural gas resource that is either adsorbed or free in deep underground coal seams, typically buried deeper than 1,500 meters [3]. - The Daji Gas Field is China's first large-scale developed coalbed methane field, with an average burial depth of 2,130 meters and proven geological reserves of 300 billion cubic meters [3].

Core Insights - China's largest coalbed methane field, the Daji gas field, has achieved an annual production capacity exceeding 2.5 billion cubic meters, marking a significant milestone in unconventional natural gas resource development [1] Group 1: Production Capacity and Techniques - The Daji gas field's production capacity has surpassed 2.5 billion cubic meters, indicating a successful breakthrough in coalbed methane extraction [1] - Traditional theories considered coalbed methane deposits deeper than 1,500 meters as development zones; however, advancements in technology have enabled effective extraction from these depths [1] - The drilling operations utilize intelligent control systems to enhance drilling efficiency and precision [1] Group 2: Innovations in Drilling and Cost Efficiency - The company has implemented a new drilling model that allows for horizontal drilling lengths of up to 3,036 meters, setting records for the longest horizontal section and fastest mechanical drilling speed in China [1][3] - This innovative drilling approach aims to achieve the production output of two wells from a single well, thereby reducing costs and shortening the production cycle by nearly 30% [3] Group 3: Automation and Data Management - At the gas collection station in Linfen, over 200 sensors are employed to collect real-time data on pressure, flow, and temperature, which is transmitted to a remote control center for analysis [5] - The transition from manned to unmanned operations at the collection station has enhanced automation, allowing for more precise and timely production management through big data analysis [7]

Group 1 - The core point of the article is the increase in the number of natural gas drilling rigs in the United States, which rose to 122 in the week of July 25, compared to the previous value of 117 [1] Group 2 - The increase in drilling rigs indicates a potential growth in natural gas production, reflecting industry confidence and investment in exploration activities [1] - The change in the number of rigs can impact natural gas supply dynamics and pricing in the market [1]

Group 1 - The company, Shouhua Gas Technology (Shanghai) Co., Ltd., has issued 13,794,971 convertible bonds with a total value of 137,949.71 million yuan, which began trading on November 18, 2021 [1][2] - The bonds have a face value of 100 yuan each and are referred to as "Shouhua Convertible Bonds" with the code "123128" [1] - The bonds will be convertible into company shares from November 1, 2021, to October 31, 2027, with interest payments scheduled annually [2][3] Group 2 - The company plans to amend its articles of association to align with its operational needs and legal requirements [3][4] - The amendments include changes to the company's registered capital and the roles of its legal representatives [4][5] - The company’s total capital is now stated as 268,555,379 shares, all of which are ordinary shares [5][6] Group 3 - The company has established rules regarding the issuance of shares, ensuring equal rights for all shareholders and compliance with relevant laws [6][7] - The company is prohibited from repurchasing its shares except under specific conditions, such as capital reduction or mergers [7][8] - The company must maintain transparency and communication with shareholders, especially regarding share repurchase decisions [7][8]

Core Viewpoint - The natural gas rig count in the United States increased to 117 for the week ending July 18, up from the previous count of 108, indicating a growing interest in natural gas exploration and production [1] Group 1 - The current natural gas rig count stands at 117 [1] - The previous week's rig count was 108, showing an increase of 9 rigs [1]

Core Viewpoint - The total number of natural gas drilling rigs in the United States increased to 117 as of the week ending July 18, up from the previous count of 108 [1] Group 1 - The increase in drilling rigs indicates a potential rise in natural gas production [1] - The current count of 117 rigs reflects a growing interest in natural gas exploration and extraction [1]

Group 1: Production and Sales Performance - The growth rate of coalbed methane (CBM) sales has slowed down in recent years, particularly with a slight decline in 2024 due to factors such as mining activities and natural depletion in the Jincheng area [2][3] - The company aims to stabilize and increase production through various measures, including refined production management and new well construction, to achieve the annual production plan [4] - As of now, the company has a cumulative proven geological reserve of 53.191 billion cubic meters, with an additional 5.722 billion cubic meters added in 2024 from the Heshun Hengling block [4] Group 2: Market and Pricing Dynamics - The average gas price increased from 2021 to 2022 but decreased in 2023 and 2024, influenced by international and domestic natural gas market prices and supply-demand conditions [5][6] - The pricing mechanism for CBM sales is market-driven, with adjustments based on natural gas prices and local market conditions [6] Group 3: Regulatory and Subsidy Framework - Recent subsidy policies have shifted from fixed subsidies to performance-based incentives, encouraging exploration and production of CBM [7] - The Ministry of Finance has extended the incremental subsidy policy for clean energy development from 2025 to 2029 [7] Group 4: Cost Management and Efficiency - The unit sales cost of CBM has decreased due to the company's focus on internal management and cost control measures, including optimizing operational processes and improving equipment efficiency [8] - The company plans to continue its cost reduction efforts to support high-quality development [8] Group 5: Seasonal Performance Trends - The company's performance typically peaks in the first and fourth quarters due to higher sales during the heating season, while the second and third quarters experience fluctuations [8] - Government subsidies are primarily disbursed at the beginning and end of the year, significantly impacting the company's performance [8] Group 6: Future Outlook and Dividend Policy - The company intends to maintain a reasonable dividend distribution plan based on industry trends, operational performance, and development needs [9]

Core Viewpoint - In May, Russia's natural gas production reached 290 billion cubic meters, reflecting a year-on-year decline of 3% [1] Industry Summary - The data indicates a decrease in natural gas output, which may impact the overall energy market dynamics and Russia's position as a key supplier [1]

国家统计局：天然气生产稳定增长。6月份，规上工业天然气产量212亿立方米，同比增长4.6%，增速 比5月份放缓4.5个百分点；日均产量7.1亿立方米。 ...