每经AI快讯，首华燃气（SZ 300483，收盘价：14.61元）12月22日晚间发布公告称，首华燃气科技（上 海）股份有限公司于2025年12月9日在巨潮资讯网披露了《关于控股子公司获得财政补助事项的自愿性 信息披露公告》，主要内容为公司已收到控股子公司北京中海沃邦能源投资有限公司财政补助相关文 件，预计可确认与收益相关的财政补助约1.81亿元，占公司2024年度经审计净利润绝对值的比例为 25.51%。截至2025年12月22日，中海沃邦实际收到上述部分财政补助资金合计人民币1.7亿元。 2024年1至12月份，首华燃气的营业收入构成为：天然气占比99.91%，其他业务占比0.09%。 截至发稿，首华燃气市值为42亿元。 每经头条（nbdtoutiao）——新能源重卡爆单了，11月销量同比增长178%！两班倒都供不应求，客户直 接进厂催单，这情景十年难遇 （记者 曾健辉） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 ...

Group 1 - The company plans to invest between 50 million to 100 million yuan to establish a wholly-owned subsidiary [1] - The new subsidiary will be registered in Shenzhen and will focus on business management, investment activities, venture capital, and digital technology services [1] - The investment aims to optimize the industrial layout, seek new growth points, enhance overall competitiveness, and promote long-term development [1] Group 2 - This investment does not require approval from the shareholders' meeting and is not classified as a related party transaction or a major asset restructuring [1] - The company has not yet completed the business registration, and there may be risks related to macroeconomic and market changes [1] - The company will improve its management mechanisms to address potential risks [1]

Group 1 - The A-share market saw a total of 105 stocks hitting the daily limit up on December 22, with notable performances from the dairy sector and Hainan Free Trade Zone stocks [1] - Zhuangyuan Pasture achieved a four-day consecutive limit up, indicating strong investor interest in the dairy industry [1] - Hainan Haiyao and Hainan Development both recorded two consecutive limit ups, reflecting positive market sentiment towards the Hainan Free Trade Zone [1] Group 2 - Other notable stocks include *ST Ningke with eight consecutive limit ups in synthetic biology, and Shengtong Energy with seven in natural gas [2] - Stocks like Luyan Pharmaceutical and Jiamei Packaging also showed strong performance with four and three consecutive limit ups respectively [2] - The list of stocks with consecutive limit ups includes various sectors such as pharmaceuticals, packaging, and commercial aerospace, indicating a diverse range of investor interest [2]

Core Insights - The article reports that China imported approximately 1.48 million tons of LNG through coastal receiving stations from December 15 to December 21, 2023, an increase from the previous week's 1.35 million tons [1] Group 1: LNG Import Data - During the week of December 15-21, 2023, China received a total of 21 LNG vessels [1] - The estimated LNG import volume for the week was about 1.48 million tons, up from 1.35 million tons in the prior week [1] - The forecast for the upcoming week (December 22-28, 2023) predicts 23 LNG vessels with an expected import volume of approximately 1.64 million tons [4] Group 2: Source and Distribution - The LNG imports came from six countries, with Qatar supplying five vessels totaling around 430,000 tons, accounting for approximately 29% of the total imports for the week [4] - The South China region received nine vessels, the Yangtze River Delta received five vessels, and the Bohai Rim region received seven vessels during the same week [4] - The Shanghai Yangshan LNG receiving station had the highest volume, receiving three vessels totaling about 180,000 tons [4] Group 3: Future Projections - The E-Gas system predicts an increase in LNG imports for the week of December 22-28, 2023, with 23 vessels expected [4] - The forecasted import volume for this period is approximately 1.64 million tons, indicating a continued upward trend in LNG imports [4]

12月22日早盘，胜通能源股价再次涨停，报28.75元/股。 12月21日，胜通能源发布公告称，公司股票自12月12日以来连续6个交易日涨停，累计涨幅达到 77.22%，显著偏离大盘指数和行业指数，短期波动幅度较大，已明显偏离市场走势，存在较高的炒作 风险，目前公司股价已严重偏离上市公司基本面，未来存在快速下跌的风险。公司控股股东、实控人签 署了关于公司的股份转让协议。截至目前，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12个月内的资产重组计划，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。 ...

中辉能化观点 谨 慎 看 空 | | 中辉能化观点 | | | --- | --- | --- | | 品种 | 核心观点 | 主要逻辑 | | | | 地缘不确定性与供给过剩拉扯，油价震荡偏弱。地缘：俄乌冲突继续缓和， | | 原油 | | 南美地缘不确定性上升，美国扣押委内瑞拉油轮，油价短线反弹；核心驱 | | | 谨慎看空 | 动：淡季供给过剩，消费淡季叠加 OPEC+仍在扩产周期，全球海上浮仓 | | ★ | | 以及在途原油激增，美国原油和成品油库存均累库，原油供给过剩压力逐 | | | | 渐上升；关注变量：美国页岩油产量变化，俄乌以及南美地缘进展。 | | | | 成本端油价短线反弹，中长期承压。成本端原油，短线有所反弹，大趋势 | | LPG | 谨慎看空 | 仍向下；供需方面，炼厂开工回升，商品量上升，PDH 开工率升至 75%， | | ★ | | 下游化工需求存在韧性；库存端利多，港口与厂内库存环比下降。 | | | 降负不足，LL | 供给弹性不足，基差持续偏弱。基本面供需双弱，停车比例未 14%，检修 加权毛利压缩至同期低位，但塑料多以油制装置为主，乙烯 | | L | 空头延续 | ...

中国最大的民营天然气供应商，超千亿规模的新奥股份（600803），二次递表后，能否如愿实 现"A+H"双上市地位？ 智通财经APP了解到，近日新奥股份向港交所主板第二次递交上市申请，中金公司（601995）为其独家 保荐人。该公司深化布局天然气全产业链，根据弗若斯特沙利文，按零售气量计，公司为2024年中国最 大的民营城燃企业，此外，按总销气量计，其也为中国最大的民营天然气企业，市占率为9.2%。 该公司为A股上市公司，股价呈现长牛趋势，七年来持续性上涨，市值已经翻倍，而今年受私有化新奥 能源及港股上市等信息影响，10月底开始股价也加速抬升，升幅超过20%。 图片来源：公司聆讯资料 不过新奥股份近几年来业绩表现疲软，2022年至2025年上半年，收入分别为1461.13亿元、1378.41亿 元、1317.15亿元及644.89亿，而净利润分别为100.42亿元、106.38亿元、97.3亿元及43.95亿元，收入及 盈利整体均呈现下行趋势。截至2025年10月，公司的现金及等价物有124.19亿元。 业绩稳健，盈利平稳 智通财经APP了解到，新奥股份以天然气全场景作为基础，业务覆盖全产业链，包括上游气源（国 ...

不过新奥股份近几年来业绩表现疲软，2022年至2025年上半年，收入分别为1461.13亿元、1378.41亿 元、1317.15亿元及644.89亿，而净利润分别为100.42亿元、106.38亿元、97.3亿元及43.95亿元，收入及 盈利整体均呈现下行趋势。截至2025年10月，公司的现金及等价物有124.19亿元。 中国最大的民营天然气供应商，超千亿规模的新奥股份，二次递表后，能否如愿实现"A+H"双上市地 位？ 智通财经APP了解到，近日新奥股份向港交所主板第二次递交上市申请，中金公司为其独家保荐人。该 公司深化布局天然气全产业链，根据弗若斯特沙利文，按零售气量计，公司为2024年中国最大的民营城 燃企业，此外，按总销气量计，其也为中国最大的民营天然气企业，市占率为9.2%。 该公司为A股上市公司，股价呈现长牛趋势，七年来持续性上涨，市值已经翻倍，而今年受私有化新奥 能源及港股上市等信息影响，10月底开始股价也加速抬升，升幅超过20%。 业绩稳健，盈利平稳 智通财经APP了解到，新奥股份以天然气全场景作为基础，业务覆盖全产业链，包括上游气源（国内及 海外气源）、中游储运与调峰（储气设备、LNG船及管 ...

Investment Rating - The report maintains a positive outlook on the power and environmental sectors, indicating a favorable investment environment [1]. Core Insights - The report highlights a slowdown in electricity generation growth in November, with a total generation of 779.2 billion kWh, a year-on-year increase of 2.7%. The contribution from hydropower and wind power is significant, while thermal power shows a decline [7][9]. - Natural gas prices in the US and Europe have shown slight fluctuations, with Northeast Asia's LNG prices continuing to decline, reaching $9.50/mmBtu, the lowest since May 2024 [21][34]. - The report suggests various investment opportunities across different sectors, including thermal power, hydropower, nuclear power, green energy, and gas companies, emphasizing the importance of diversified revenue streams [19][41]. Summary by Sections 1. Electricity: November Generation Growth Slows, Hydropower and Wind Power Contribute Incrementally - November electricity generation totaled 779.2 billion kWh, with thermal power decreasing by 4.2% year-on-year, while hydropower increased by 17.1%, nuclear power by 4.7%, wind power by 22.0%, and solar power by 23.4% [7][9]. - The overall growth rate of electricity generation has slowed compared to the previous month, with hydropower and wind power contributing significantly to the incremental generation [8][9]. 2. Natural Gas: Global Gas Prices Show Minor Fluctuations, Asian and US Prices Continue to Decline - As of December 19, the Henry Hub spot price in the US was $3.58/mmBtu, down 12.10% week-on-week, while the TTF spot price in Europe was €28.10/MWh, up 2.00% [21][22]. - The report notes that the LNG ex-factory price in China was 4030 yuan/ton, a decrease of 3.70% week-on-week, indicating a trend of declining costs in the natural gas sector [39]. 3. Weekly Market Review - The public utility and electricity sectors underperformed compared to the CSI 300 index, while the gas and environmental sectors outperformed [44]. 4. Company and Industry Dynamics - The report discusses various company announcements and industry developments, including stable coal production and increased oil production rates, as well as significant investments in energy projects [46][48].

新京报贝壳财经讯 12月21日，胜通能源发布公告称，公司股票自12月12日以来连续6个交易日涨停，累 计涨幅达到77.22%，显著偏离大盘指数和行业指数，短期波动幅度较大，已明显偏离市场走势，存在 较高的炒作风险，目前公司股价已严重偏离上市公司基本面，未来存在快速下跌的风险。公司控股股 东、实控人签署了关于公司的股份转让协议。截至目前，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12个月内的资产重组计划，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。 12月22日早盘，胜通能源股价再次涨停，报28.75元/股。 ...