资金分析 来源：新浪证券-红岸工作室 10月10日，德龙汇能跌0.97%，成交额8036.91万元，换手率3.10%，总市值25.71亿元。 异动分析 碳中和+天然气+地下管网+信托概念+青蒿素 1、2022年1月19日互动易:首先公司是一家全国性经营的企业，始终以清洁能源综合供应为发展目标， 也一贯积极响应并推广清洁绿色能源的高效利用等各类项目。气代煤是公司一直在推广并多渠道实施的 主要项目之一，近期公司拟更名为"德龙汇能"意在持续致力于清洁、低碳、双减等综合能源利用业务的 发展，为国际碳达峰、碳中和实现做出贡献。 2、德龙汇能集团股份有限公司的主营业务从事以天然气能源为主的清洁能源生产、供应业务，并积极 探索以氢能、光伏产业为主的新能源发展方向，具体业务包括城市燃气经营与销售、各类燃气管网建设 与管理、LNG生产、CNG/LNG供应、能源综合利用项目开发与建设、天然气运输、车用加气站投资与 运营等。公司的主要产品及服务为商业零售、燃气供应、能源站发电制冷。 3、公司主营城市管道燃气，拥有上饶市中心城区管道燃气特许经营权。 4、2019年2月28日大通燃气在互动平台上表示，公司参股了中铁信托 5、公司参股成 ...

Core Viewpoint - The company, 德龙汇能, is focused on clean energy supply, particularly natural gas, and aims to contribute to carbon neutrality and the efficient use of green energy [2][7]. Company Overview - 德龙汇能集团股份有限公司 is primarily engaged in clean energy production and supply, with a focus on natural gas. The company is exploring new energy directions such as hydrogen and photovoltaic industries [2][7]. - The company holds the exclusive operating rights for pipeline gas in the central urban area of 上饶市 [3]. - The main revenue sources include gas supply (94.70%), with minor contributions from other services [7]. Financial Performance - For the first half of 2025, the company achieved a revenue of 890 million yuan, representing a year-on-year growth of 4.49%. However, the net profit attributable to shareholders decreased by 20.25% to 24.71 million yuan [8]. - The company has distributed a total of 78.55 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [8]. Market Activity - On September 26, the stock price of 德龙汇能 increased by 3.34%, with a trading volume of 198 million yuan and a turnover rate of 7.81%, bringing the total market capitalization to 2.553 billion yuan [1]. - The stock has seen a net inflow of 5.12 million yuan from major investors today, with a slight decrease in overall industry investment [4][5]. Technical Analysis - The average trading cost of the stock is 6.52 yuan, with the current price approaching a resistance level of 7.31 yuan. A breakthrough at this level could signal a potential upward trend [6].

Core Viewpoint - Delong Huineng Group Co., Ltd. focuses on clean energy production and supply, primarily natural gas, while exploring new energy directions such as hydrogen and photovoltaics [2][7]. Company Overview - Delong Huineng was established on January 1, 1994, and listed on March 12, 1996. The company is headquartered in Chengdu, Sichuan Province [7]. - The main business segments include urban gas operations, LNG business, and distributed energy services, with gas supply accounting for 94.70% of total revenue [7]. - As of June 30, 2025, the company reported a revenue of 890 million yuan, a year-on-year increase of 4.49%, while net profit attributable to shareholders decreased by 20.25% to 24.71 million yuan [8]. Business Strategy - The company promotes clean energy utilization and has been actively involved in projects like "coal-to-gas" to support carbon neutrality goals [2]. - Delong Huineng is transitioning to a new name to reflect its commitment to low-carbon and comprehensive energy utilization [2]. Market Performance - On September 25, the stock price increased by 2.38%, with a trading volume of 221 million yuan and a turnover rate of 8.86%, bringing the total market capitalization to 2.471 billion yuan [1]. - The stock has shown a mixed trend in net inflow, with a net outflow of 6.0183 million yuan on the day, ranking 22nd in its industry [4]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 5.19% to 25,800, with an average of 13,887 shares held per shareholder, an increase of 5.48% [7]. - The sixth largest shareholder is Jin Yuan Shun An Yuan Qi Ling Huo Pei Zhi Mixed Fund, holding 2.0198 million shares, an increase of 191,900 shares from the previous period [8]. Technical Analysis - The average trading cost of the stock is 6.47 yuan, with the current price fluctuating between resistance at 7.27 yuan and support at 6.71 yuan, indicating potential for range trading [6].

Core Viewpoint - DeLong Huineng Group Co., Ltd. is focusing on clean energy production and supply, primarily natural gas, while also exploring hydrogen and photovoltaic energy development [2][7]. Company Overview - DeLong Huineng was established on January 1, 1994, and listed on March 12, 1996. The company is based in Chengdu, Sichuan Province [7]. - The main business segments include urban gas operations, LNG business, and distributed energy services, with gas supply accounting for 94.70% of total revenue [7]. - As of June 30, 2025, the company reported a revenue of 890 million yuan, a year-on-year increase of 4.49%, while net profit attributable to shareholders was 24.71 million yuan, a decrease of 20.25% [8]. Market Performance - On September 24, the stock price of DeLong Huineng increased by 6.49%, with a trading volume of 243 million yuan and a turnover rate of 10.05%, bringing the total market capitalization to 2.414 billion yuan [1]. - The stock has seen a net inflow of 35.69 million yuan from major investors today, ranking first in its industry [4]. Investment and Shareholding - The company has a diverse shareholder base, with 25,800 shareholders as of June 30, 2025, a decrease of 5.19% from the previous period [7]. - The top ten circulating shareholders include Jin Yuan Shun An Yuan Qi Ling Huo Zhai He Zhi He Zhi (004685), which holds 2.0198 million shares, an increase of 191,900 shares from the previous period [8]. Technical Analysis - The average trading cost of the stock is 6.41 yuan, with the current price near a support level of 6.71 yuan [6].

Core Viewpoint - DeLong Huineng Group Co., Ltd. is focused on clean energy production and supply, primarily natural gas, and is exploring new energy directions such as hydrogen and photovoltaics [2][7]. Company Overview - DeLong Huineng was established on January 1, 1994, and listed on March 12, 1996. The company is headquartered in Chengdu, Sichuan Province [7]. - The main business segments include urban gas operations, LNG business, and distributed energy services, with gas supply accounting for 94.70% of total revenue [7]. - As of June 30, 2025, the company reported a revenue of 890 million yuan, a year-on-year increase of 4.49%, while net profit attributable to shareholders was 24.71 million yuan, a decrease of 20.25% [8]. Business Activities - The company engages in various activities including urban gas management and sales, gas pipeline construction and management, LNG production, CNG/LNG supply, and energy utilization project development [2][3]. - DeLong Huineng is actively promoting clean energy initiatives, particularly the "gas instead of coal" project, and plans to rename itself to reflect its commitment to low-carbon energy solutions [2]. Market Performance - On September 23, the stock price of DeLong Huineng fell by 2.47%, with a trading volume of 65.17 million yuan and a market capitalization of 2.267 billion yuan [1]. - The stock has seen a net outflow of 8.13 million yuan from major investors, indicating a reduction in holdings over the past two days [4][5]. Technical Analysis - The average trading cost of the stock is 6.38 yuan, with the current price near a support level of 6.29 yuan. A breach of this support could lead to further declines [6].

Core Viewpoint - The company, 德龙汇能, is focused on clean energy supply, particularly natural gas, and aims to contribute to carbon neutrality and the efficient use of green energy [2][7]. Company Overview - 德龙汇能集团股份有限公司 is primarily engaged in clean energy production and supply, with a focus on natural gas and exploring hydrogen and photovoltaic energy [2][7]. - The company has a significant presence in urban gas operations, holding exclusive rights for pipeline gas in the central urban area of 上饶市 [3]. - The main revenue sources include gas supply (94.70%), with minor contributions from other services [7]. Financial Performance - For the first half of 2025, the company reported revenue of 890 million yuan, a year-on-year increase of 4.49%, while net profit attributable to shareholders was 24.71 million yuan, a decrease of 20.25% [8]. - The company has distributed a total of 78.55 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [8]. Market Activity - On September 3, the stock price of 德龙汇能 fell by 3.33%, with a trading volume of 42.22 million yuan and a market capitalization of 2.288 billion yuan [1]. - The stock has seen a net outflow of 3.75 million yuan from major investors today, indicating a trend of reduced holdings over the past few days [4][5]. Technical Analysis - The average trading cost of the stock is 6.30 yuan, with the current price approaching a resistance level of 6.46 yuan, suggesting potential for a price correction if this level is not surpassed [6].

Core Viewpoint - The company, 德龙汇能, is focused on clean energy supply, particularly natural gas, and is actively promoting projects related to carbon neutrality and hydrogen energy [2][7]. Company Overview - 德龙汇能集团股份有限公司, established in 1994 and listed in 1996, primarily engages in clean energy supply with a focus on natural gas, including urban gas operations, LNG business, and distributed energy services [7]. - The company's revenue composition includes 94.70% from gas supply and related services, 2.47% from other services, 1.66% from energy-saving services, and 1.17% from other main business revenues [7]. Recent Developments - On April 27, 2024, the company announced a project collaboration with Sinopec Jiangsu Petroleum to invest in a natural gas hydrogen production station in Yangzhou, with a total investment of 38.99 million yuan [2]. - As of June 30, 2025, the company reported a revenue of 890 million yuan, a year-on-year increase of 4.49%, while the net profit attributable to shareholders decreased by 20.25% to 24.71 million yuan [8]. Market Performance - On September 1, the stock price of 德龙汇能 increased by 1.38%, with a trading volume of 53.99 million yuan and a market capitalization of 2.371 billion yuan [1]. - The average trading cost of the stock is 6.29 yuan, with the current price fluctuating between resistance at 7.00 yuan and support at 6.29 yuan [6]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 5.19% to 25,800, with an average of 13,887 shares per shareholder, an increase of 5.48% [8]. - The company has distributed a total of 78.55 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [8].

Core Viewpoint - 德龙汇能 is focused on clean energy supply, particularly natural gas, and is actively promoting projects related to carbon neutrality and hydrogen energy [2][7]. Company Overview - 德龙汇能集团股份有限公司, established in 1994, primarily engages in clean energy supply with a focus on natural gas, including urban gas operations, LNG, and distributed energy [7]. - The company's revenue composition includes 94.70% from gas supply and related services, 2.47% from other sources, 1.66% from energy-saving services, and 1.17% from other main business revenues [7]. Recent Developments - The company plans to change its name to "德龙汇能" to emphasize its commitment to clean and low-carbon energy utilization [2]. - A project collaboration with Sinopec Jiangsu Petroleum is set to invest approximately 38.99 million yuan in a natural gas hydrogen production station [2]. Financial Performance - As of June 30, 2025, 德龙汇能 reported a revenue of 890 million yuan, reflecting a year-on-year growth of 4.49%, while net profit attributable to shareholders decreased by 20.25% to 24.71 million yuan [8]. - The company has distributed a total of 78.55 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [8]. Market Activity - On August 29, 德龙汇能's stock price fell by 0.91%, with a trading volume of 48.55 million yuan and a market capitalization of 2.34 billion yuan [1]. - The stock has seen a net inflow of 1.08 million yuan from major investors today, with a total of 368.94 million yuan in major transactions, accounting for 8.58% of total trading volume [5].

Core Viewpoint - The company, 德龙汇能, is focused on clean energy supply, particularly natural gas, and is actively promoting projects related to carbon neutrality and hydrogen energy [2][7]. Group 1: Company Overview - 德龙汇能集团股份有限公司 is primarily engaged in clean energy production and supply, with a focus on natural gas and exploring hydrogen and photovoltaic energy [2][7]. - The company has a significant revenue structure, with 94.70% from gas supply and related services, and minor contributions from energy-saving services and other businesses [7]. - As of June 30, the company had 25,800 shareholders, a decrease of 5.19% from the previous period, with an average of 13,887 circulating shares per shareholder, an increase of 5.48% [8]. Group 2: Financial Performance - For the first half of 2025, 德龙汇能 reported revenue of 890 million yuan, a year-on-year increase of 4.49%, while net profit attributable to shareholders decreased by 20.25% to 24.71 million yuan [8]. - The company has cumulatively distributed 78.55 million yuan in dividends since its A-share listing, with no dividends distributed in the past three years [9]. Group 3: Market Activity - On August 28, 德龙汇能's stock price fell by 0.45%, with a trading volume of 80.27 million yuan and a turnover rate of 3.46%, resulting in a total market capitalization of 2.36 billion yuan [1]. - The stock has seen a net outflow of 9.69 million yuan from major investors today, with a ranking of 23 out of 31 in its industry [4].

Group 1 - The stock price of Cuiwei Co., Ltd. is reported at 15.07 yuan, down by 0.19 yuan from the previous trading day, with a trading range of 15.30 yuan (high) to 14.70 yuan (low) and a trading volume of 617,300 hands, amounting to 930 million yuan [1] - Cuiwei Co., Ltd. operates in the diversified financial industry, covering areas such as commercial retail and financial services, and holds a significant influence in the regional commercial sector as a state-owned enterprise in Beijing [1] - The net outflow of main funds on that day was 24.54 million yuan, while the cumulative net inflow over the past five trading days was 155 million yuan, indicating a certain level of capital activity [1] Group 2 - During the early trading session, the stock experienced a rapid rebound, with a fluctuation exceeding 2% within five minutes [1]