胜通能源股份有限公司 关于完成工商变更登记并换发营业执照的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 一、基本情况 胜通能源股份有限公司（以下简称"公司"）于2025年8月25日、2025年9月12日分别召开第三届董事会第 四次会议、2025年第二次临时股东会，审议通过了《关于变更经营范围及修订〈公司章程〉的议案》， 具体内容详见公司于2025年8月27日刊登于《证券时报》《中国证券报》《上海证券报》《证券日报》 和巨潮资讯网（www.cninfo.com.cn）的《关于变更经营范围及修订〈公司章程〉的公告》（公告编 号：2025-039）。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：001331 证券简称：胜通能源 公告编号：2025-044 成立日期：2012年11月13日 住所：山东省烟台市龙口市经济开发区和平路5000号 经营范围：许可项目：燃气经营；燃气汽车加气经营；移动式压力容器/气瓶充装；危险化学品经营。 （依法须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许 可证件为准）；一般项目 ...

Core Points - The Hong Kong stock market showed a positive trend on September 24, with the Hang Seng Index rising by 1.37% to 26,518.65 points, the Hang Seng Tech Index increasing by 2.53% to 6,323.15 points, and the National Enterprises Index up by 1.64% to 9,442.99 points [1] - The Hang Seng Index opened lower at 85.43 points but experienced a steady upward movement throughout the day, closing with a gain of 359.53 points and a total turnover exceeding 288.7 billion HKD [1] - The southbound trading (Hong Kong Stock Connect) saw a net inflow of over 13.7 billion HKD [1] Sector Performance - Most sectors exhibited mixed performance, with technology, chips, wind power, and stablecoin concepts showing gains, while real estate, banking, insurance, brokerage, innovative drugs, and port transportation had varied results [1] - Sectors such as biomedicine, gold, non-ferrous metals, and gas predominantly experienced declines [1] Individual Stock Movements - Notable stock movements included: - Lens Technology up by 6.38% - Giant Bio down by 11.96% - Dazhong Public Utilities down by 12.50% - TCL Electronics up by 6.87% - China Everbright Holdings up by 8.90% - China National Heavy Duty Truck Group up by 7.03% - Zhongchuang Zhiling up by 5.05% - Jitu Express up by 3.48% - Kuaishou up by 3.78% - NIO down by 0.72% - China Traditional Chinese Medicine up by 16.28% - Guotai Junan International down by 5.76% - SenseTime up by 2.25% [1] Top Traded Stocks - The top three traded stocks were: - Alibaba up by 9.16% with a turnover exceeding 44 billion HKD - Tencent Holdings up by 2.05% with a turnover exceeding 11.8 billion HKD - SMIC up by 5.72% with a turnover exceeding 11.4 billion HKD [1]

Core Insights - The gas sector experienced a rise of 1.63% on September 24, with Delong Huineng leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Gas Sector Performance - Delong Huineng (000593) closed at 6.73, with a gain of 6.49% and a trading volume of 360,400 shares, amounting to a transaction value of 243 million [1] - Dazhong Public Utilities (600635) closed at 6.35, up 4.79%, with a trading volume of 7,144,800 shares, totaling 4.682 billion [1] - Zhongtai Co., Ltd. (300435) closed at 21.85, increasing by 4.15%, with a trading volume of 324,400 shares, amounting to 701 million [1] - Other notable performers include Hongtong Gas (605169) and Guo New Energy (600617), with gains of 3.88% and 2.39% respectively [1] Capital Flow Analysis - The gas sector saw a net outflow of 669 million from institutional investors, while retail investors contributed a net inflow of 418 million [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Delong Huineng had a net inflow of 49.73 million from institutional investors, but saw a net outflow of 19.09 million from retail investors [3] - Zhongtai Co., Ltd. experienced a net inflow of 33.48 million from institutional investors, while retail investors withdrew 37.40 million [3] - Baichuan Energy (600681) had a net inflow of 17.75 million from institutional investors, with retail investors also withdrawing funds [3]

Core Points - China Gas Holdings Limited reduced its stake in Zhongyu Energy (03633) by selling 18.45 million shares at a price of HKD 4.3223 per share, totaling approximately HKD 79.7464 million [1] - After the reduction, China Gas Holdings Limited holds approximately 974 million shares, representing a new ownership percentage of 35.42% [1]

Core Viewpoint - 佛燃能源 has demonstrated significant growth in both revenue and net profit since its listing in November 2017, reflecting strong governance and operational standards [1] Financial Performance - Revenue increased from 4.292 billion to 31.589 billion from 2017 to 2024, representing a compound annual growth rate (CAGR) of 33.00% [1] - Net profit attributable to the parent company rose from 347 million to 853 million during the same period, with a CAGR of 13.69% [1] Investor Relations - The company places a high emphasis on market value management and investor relations, actively engaging with investors through various channels such as performance briefings, research receptions, and interactive platforms [1]

Core Viewpoint - The public utility and environmental sectors have shown underperformance in the recent market, with the Shanghai Composite Index down 0.44%, the public utility index down 2.18%, and the environmental index down 1.42% [2][4]. Market Review - The Shanghai Composite Index decreased by 0.44%, while the public utility index fell by 2.18% and the environmental index dropped by 1.42%, resulting in relative weekly returns of -1.73% and -0.97% respectively [2]. - Among the 31 primary industry sectors classified by Shenwan, public utilities and environmental sectors ranked 24th and 21st in terms of performance [2]. - In the electricity sector, thermal power decreased by 3.95%, hydropower by 2.75%, and new energy generation by 2.58%. Conversely, the gas sector saw an increase of 1.53% [2]. Important Events - The National Bureau of Statistics reported that the industrial power generation in August reached 9,363 billion kWh, a year-on-year increase of 1.6%. From January to August, the total was 64,193 billion kWh, up 1.5% year-on-year [2]. - In August, the growth rate of industrial wind power accelerated, while hydropower saw a larger decline, and the growth rates of thermal, nuclear, and solar power generation slowed down [2]. - The Guangdong Provincial Development and Reform Commission and Energy Bureau released a plan to deepen the market-oriented reform of new energy grid connection prices, with existing project prices set at 0.453 yuan/kWh and new projects categorized into offshore wind, other wind, and solar power [2]. Specialized Research - The National Development and Reform Commission and the National Energy Administration issued a plan for the large-scale construction of new energy storage from 2025 to 2027, emphasizing the need for a pricing mechanism for new energy storage [3]. - Various provinces have introduced capacity pricing or compensation policies for new energy storage projects, with standards ranging from 100 to 330 yuan/kW·year [3]. - Investment strategies in the public utility sector include recommendations for major thermal power companies and new energy leaders, as well as stable nuclear power operators [4]. Investment Strategy - In the public utility sector, coal and electricity prices are expected to decline simultaneously, maintaining reasonable profitability for thermal power, with recommendations for major companies like Huadian International and Shanghai Electric [4]. - Continuous government support for new energy development is anticipated to stabilize profitability, with recommendations for leading companies in the new energy sector [4]. - The water and waste incineration sectors are entering a mature phase, with improved free cash flow, suggesting investment opportunities in the environmental sector [4].

Core Insights - The 2025 International Digital Energy Exhibition showcased Honghua Energy's "Gas-Powered Energy Internet" strategy, highlighting four core achievements in low-carbon transformation and asset enhancement [1][4][6] Group 1: Company Strategy and Achievements - Honghua Energy presented its "Gas-Powered Energy Internet" strategy, focusing on zero-carbon smart industrial parks and innovative financing solutions [4][6] - The company has established 128 zero-carbon smart industrial parks and integrated 2.6 GW of industrial rooftop solar power across 24 provinces, serving over 2,000 industrial clients [4][6] - The company aims to increase its asset management scale from "hundreds of billions" to "thousands of billions" by 2030, emphasizing collaboration across the energy, technology, and finance sectors [4][9] Group 2: Technological Innovations - AI technology is a core driver of the "Gas-Powered Energy Internet," enabling smart management of energy resources and enhancing operational efficiency [6][4] - The self-developed "Carbon Cloud" platform utilizes AI for coordinated scheduling of energy sources, networks, loads, and storage, improving power generation efficiency by 10% and reducing fault response time to one hour [4][6] Group 3: Financial Initiatives - Honghua Energy launched a commercial asset management model to address industry challenges, offering customized solutions that can enhance asset yield by 15% [7] - The company, in collaboration with Shenzhen Capital Group and Xinwangda, established a new energy fund with a planned fundraising scale of 600 million yuan, aimed at supporting large-scale energy storage projects [8][10] Group 4: Industry Collaboration and Recognition - During the exhibition, Honghua Energy signed cooperation agreements with seven leading companies to form an asset management ecosystem, aiming to tackle industry challenges collectively [7] - Two key innovations, the "Carbon Asset Service White Paper" and the "EaaS (Energy as a Service) model," received authoritative recognition for their effectiveness in reducing costs and carbon emissions [8]

Group 1 - The core point of the article is that Guizhou Gas announced the convening of its fourth board meeting on September 22, 2025, to review various proposals, including the exemption of the notice period for board meetings [1] - For the first half of 2025, Guizhou Gas reported that natural gas sales accounted for 98.31% of its total revenue, while other businesses contributed 1.38% and comprehensive energy supply and services made up 0.3% [1] - As of the report date, Guizhou Gas has a market capitalization of 7.9 billion yuan [1]

Market Overview - On September 22, the gas sector experienced a slight decline of 0.05%, with Tress leading the drop [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Individual Stock Performance - Dazhong Public Utilities (600635) saw a significant increase of 9.98%, closing at 5.51 [1] - Other notable gainers included Zhutong Gas (605169) with a 3.74% increase, and Xinjiang Torch (603080) with a 1.96% increase [1] - Tress (834014) led the declines with a drop of 4.01%, closing at 13.66 [2] - Jiufeng Energy (605090) and ST Jinj Chicken (000669) also experienced declines of 3.41% and 2.68%, respectively [2] Trading Volume and Capital Flow - The gas sector saw a net inflow of 132 million yuan from institutional investors, while retail investors experienced a net outflow of 87.12 million yuan [2][3] - Dazhong Public Utilities attracted the highest net inflow from institutional investors at 1.49 billion yuan, representing 11.54% of its trading volume [3] - Blue Sky Gas (605368) and Xinjiang Torch (603080) also had notable net inflows of 25.34 million yuan and 12.14 million yuan, respectively [3]

Group 1 - The company, Shaanxi Natural Gas, indicated that advancements in technology and improvements in process levels have led to enhancements in the physical characteristics of natural gas pipelines [2] - In 2024, the company's depreciation for natural gas pipelines is projected to be approximately 624 million yuan, with the lifespan determined by factors such as pipeline material, usage conditions, and integrity technical inspections [2] - Generally, pipelines can continue to be used if they meet technical standards, with regular evaluations and inspections conducted [2]