格隆汇12月21日｜胜通能源公告称，公司股票自2025年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。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。 ...

Core Points - The article highlights the critical phase of natural gas supply assurance in China, particularly focusing on the Zhongyuan Oilfield gas storage facilities in North China, which have supplied over 100 million cubic meters of natural gas for the winter heating season as of December 18 [1] - The Zhongyuan Oilfield gas storage facilities consist of five underground gas storage sites with a total capacity exceeding 3.196 billion cubic meters, playing a vital role in the natural gas peak-shaving system in North China [1] - Since December, the gas storage facilities have entered the gas extraction phase, with peak daily gas extraction reaching 6.5 million cubic meters through the gas pipeline network [1] Group 1 - The Zhongyuan Oilfield gas storage facilities are crucial for ensuring natural gas supply during peak demand periods [1] - The management team is actively monitoring and controlling equipment conditions to ensure reliable gas supply for residents in Beijing, Tianjin, and Xiong'an New Area during the winter [3]

Investment Rating - The investment rating for the utility sector is "Positive" [2] Core Insights - In November, the industrial power generation in China increased by 2.7% year-on-year, while natural gas production rose by 5.7% year-on-year [4] - The report indicates a potential for profit improvement and value reassessment in the power sector due to previous supply-demand tensions [4] - The ongoing market reforms in electricity pricing are expected to lead to a slight increase in electricity prices, benefiting power operators [4] Summary by Sections Market Performance - As of December 19, the utility sector declined by 0.6%, underperforming the broader market [11] - The electricity sector fell by 0.66%, while the gas sector saw a slight increase of 0.11% [12] Electricity Industry Data Tracking - The price of thermal coal at Qinhuangdao Port (Q5500) was 711 CNY/ton as of December 19, down 42 CNY/ton week-on-week [20] - Coal inventory at Qinhuangdao Port decreased to 7.28 million tons, a decline of 20,000 tons week-on-week [26] - The average daily coal consumption for inland power plants was 3.758 million tons, down 166,000 tons/day week-on-week [29] Natural Gas Industry Data Tracking - The LNG ex-factory price index in China was 4,075 CNY/ton as of December 18, down 10.91% year-on-year [55] - Domestic natural gas apparent consumption in October was 34.77 billion cubic meters, a decrease of 1.6% year-on-year [4] - In November, LNG imports reached 6.94 million tons, an increase of 12.8% year-on-year [4] Key Industry News - The report highlights that the industrial power generation maintained growth, with November's output at 779.2 billion kWh, a 2.7% increase year-on-year [4] - The natural gas production in November was 21.9 billion cubic meters, reflecting a stable growth trend [4] Investment Recommendations - For the electricity sector, it is suggested to focus on leading coal power companies such as Guodian Power, Huaneng International, and Huadian International [4] - In the natural gas sector, companies with low-cost long-term gas sources and receiving station assets are recommended, such as Xin'ao Co. and Guanghui Energy [4]

（一）发行要素 1、计划管理人：中信建投证券股份有限公司、华泰证券（上海）资产管理有限公司 2、发行规模：本产品为储架申报，分期发行，储架募集总规模不超过40.00 亿元，拟发行不超8期。首 期发行规模预计为6.08亿元，具体发行要素以最终首期发行材料为准 （二）主要运作流程 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法律责任。 为优化经营模式，新奥天然气股份有限公司（以下简称"公司"）控股子公司新奥（中国）燃气投资有限 公司（以下简称"新奥中国投"）拟以下属公司持有的分布式光伏发电项目和储能电站项目为底层资产， 发行资产支持专项计划。 近日，深圳证券交易所出具了《关于中信建投、华泰资管"新奥泛能1-8期碳中和绿色资产支持专项计 划"符合深交所挂牌条件的无异议函》（深证函〔2025〕1251号），对"新奥泛能1-8期碳中和绿色资产 支持专项计划"（以下简称"资产支持专项计划"）符合挂牌要求无异议。公司现将本资产支持专项计划 的相关情况自愿公告如下： 一、资产支持专项计划发行方案 特此公告。 新奥天然气股份有限公司 董 事 会 3、挂 ...

不知道你有没有注意到，最近欧洲各国在对待乌克兰问题上的态度，发生了一种微妙且坚定的变化。从 最初的犹豫不决、支持有限，到如今几乎倾尽全力，调动库存并咬牙增援远程导弹和防空系统，甚至公 开讨论派兵进行军事培训。这种几乎拼命的姿态，背后真的是单纯出于道德和同情心吗？如果你把欧洲 的地图摊开，再结合他们近期的内政动向，你会发现一个更加冷酷的核心逻辑：欧洲之所以这么拼，是 因为他们深刻意识到，一旦乌克兰的火炮不再轰鸣，下一个在恐惧中颤抖的，可能就是他们自己。这不 仅仅是危言耸听，更是一场基于历史教训和现实威胁的冷酷地缘政治算计。 结语：一场基于恐惧的投资，终点在哪里？ 归根结底，欧洲对乌克兰的全力支持，背后的驱动力核心 并非单纯的英雄主义或道德情怀，而是一种深深植根于生存恐惧中的理性计算。他们提供弹药，但更是 在为自己的安全、经济独立和政治稳定购买保险。这揭示了一个残酷的国际关系现实：当生存焦虑压倒 一切时，盟友之间的支持往往会变得异常务实且持久，因为这种支持本质上已经是一种自救。#热点观 察家#然而，最大的问题依然悬而未决：这笔保命钱要交到何时？欧洲的财政和民众的耐心并非无限。 这场以恐惧为动力的援助马拉松，终点线 ...

Core Viewpoint - The article emphasizes the importance of ensuring energy supply during the winter season, highlighting various measures taken across regions to secure energy resources and maintain stable supply for residents' heating needs [1][5]. Group 1: Energy Supply Measures - Various regions are increasing energy reserves, improving transportation lines, and enhancing adjustment capabilities to ensure energy supply during the winter [1]. - The total installed power generation capacity in the country reached 3.75 billion kilowatts by the end of October, an increase of 560 million kilowatts compared to the same period last year [1]. - As of November 26, the national regulated power plants had over 230 million tons of coal available, sufficient for approximately 35 days of use [1]. Group 2: Technological Innovations - In Shandong, the "Warm Nuclear No. 1" project utilizes a "dual-machine series large temperature difference" heating technology, which has saved approximately 1.29 million tons of raw coal and reduced carbon dioxide emissions by 2.36 million tons over six heating seasons [2]. - The natural gas surplus pressure power generation project in Jiangsu converts excess pressure from gas pipelines into mechanical energy, generating about 3 million kilowatt-hours of clean electricity annually, equivalent to reducing over 2,000 tons of carbon dioxide emissions [2]. Group 3: Preparedness for Winter Weather - Energy companies are conducting preemptive maintenance and developing emergency plans to ensure the safe and stable operation of equipment during winter cold waves [3]. - In Henan, a solar power station is monitoring environmental conditions to optimize energy production and ensure reliability during peak demand periods [3]. - A Beijing power supply company has implemented a comprehensive safety inspection system for heating electricity, including proactive household visits to identify potential hazards [3]. Group 4: Future Energy Demand and Recommendations - Experts predict that this year's heating season will experience longer durations and higher peak energy demands, potentially setting historical records for maximum electricity load and peak gas consumption [4]. - Recommendations include supporting coal and oil companies to expand resource reserves and encouraging the construction of green and intelligent energy facilities to enhance production capacity [4].

2020-2025年1-10月中国液化天然气产量统计图 数据来源：国家统计局，智研咨询整理 根据国家统计局数据显示：2025年10月中国液化天然气产量为264万吨，同比增长1.1%；2025年1-10月 中国液化天然气累计产量为2402.5万吨，累计增长15.4%。 上市企业：中国石油（601857）,中国石化（600028）,广汇能源（600256）,新奥股份（600803）,申能股 份（600642）,深圳燃气（601139）,重庆燃气（600917） 相关报告：智研咨询发布的《2026-2032年中国液化天然气(LNG) 行业市场调查研究及发展前景规划报 告》 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

顶升作业也称升顶，是LNG储罐建设中工艺最复杂、操控难度最大的环节。其原理类似 吹气球，4台大功率专用风机持续输出稳定气流， 将近千吨的"钢帽子"稳稳戴到50余米 高的储罐顶部，实现毫米级精准就位。 升顶成功，"一口气"吹起千吨"钢帽"。 12 月 19 日 ， 国 家 天 然 气 基 础 设 施 互 联 互 通 重 点 工 程 、 全 国 首 家 由 电 力 央 企 介 入 的 LNG （液化天然气）接收站项目—— 江苏华电赣榆LNG接收站首座储罐气压顶升作业圆满完 成。 项目规划建设3座22万立方米LNG储罐。项目投产后，每年将外输天然气42亿立方米。 来源：科技日报微信公众号 End 欢迎分享给你的朋友！ 出品 | 中国能源报（c n e n e rg y） 编辑丨闫志强 ...

Group 1: Oil Imports - In the first three quarters of this year, the average monthly oil import volume in the EU decreased by 6.6% compared to the same period last year, while the average monthly import value dropped by 18.3% [1] - Norway and the United States are now the top two oil suppliers to the EU, accounting for 14.6% and 14.5% of the import value respectively in the third quarter [1] - Kazakhstan, Libya, and Saudi Arabia rank third to fifth in oil supply, with import value shares of 12.2%, 8.9%, and 6.8% respectively, while other countries account for 42.9% [1] Group 2: LNG Imports - In contrast to oil, the average monthly import volume of liquefied natural gas (LNG) in the EU increased by 25.9% year-on-year, with the average monthly import value rising by 36.1% [1] - The United States is the largest LNG supplier to the EU, providing 59.9% of the import value in the third quarter, followed by Russia at 12.7% [1] - Algeria, Qatar, and Nigeria rank third to fifth in LNG supply, with import value shares of 7.7%, 6%, and 3.4% respectively, while other countries account for 10.3% [1] Group 3: Gaseous Natural Gas Imports - The average monthly import volume of gaseous natural gas in the EU decreased by 4.9% year-on-year, but the average monthly import value increased by 3.1% [2] - Norway and Algeria are the top two suppliers of gaseous natural gas to the EU, with import value shares of 51.8% and 14.6% respectively in the third quarter [2] - The UK, Russia, and Azerbaijan rank third to fifth in gaseous natural gas supply, with import value shares of 13.4%, 10%, and 8.3% respectively, while other countries account for 1.9% [2]

◎ 李诗华 胡键 科技日报记者 都芃 12月19日，国家天然气基础设施互联互通重点工程、全国首家由电力央企介入的LNG（液化天然气） 接收站项目——江苏华电赣榆LNG接收站首座储罐气压顶升作业圆满完成。 项目规划建设3座22万立方米LNG储罐。项目投产后，每年将外输天然气42亿立方米。 受访单位供图 来源：科技日报 顶升作业也称升顶，是LNG储罐建设中工艺最复杂、操控难度最大的环节。其原理类似吹气球，4台大 功率专用风机持续输出稳定气流，将近千吨的"钢帽子"稳稳戴到50余米高的储罐顶部，实现毫米级精准 就位。 ...