山西晋城：金融助力绿色低碳转型探索 驱车穿行于山西晋城的沁水盆地群山之间，太行山脉的轮廓在阳光中舒展。从高处远眺，沁水寺河瓦斯 发电有限公司的现代化厂房静静矗立在山谷间，格外醒目。远处，一条条银色管道穿梭于山脊与沟壑 间，将寺河矿井下抽采的煤层气源源不断输送至厂区。厂房内，燃气发动机平稳运转，空气中不见烟 尘，中控室电子屏上跳动的各项数据，清晰勾勒出这座资源型城市能源转型的轨迹。 晋城煤层气产业的蓬勃发展，离不开绿色金融政策的强力支撑。"近年来，中国人民银行联合有关部门 出台《关于发挥绿色金融作用服务美丽中国建设的意见》《关于进一步强化金融支持绿色低碳发展的指 导意见》等系列政策文件，2025年发布的《绿色金融支持项目目录（2025年版）》，明确将'煤层气地 面抽采、煤层气综合开发利用'列入绿色金融项目，为金融机构开展相关业务提供了清晰指引。政策红 利的持续释放，让晋城煤层气产业迎来了发展的黄金期。"中国人民银行晋城市分行行长宋晓瑞说。 煤层气俗称"瓦斯"，其主要成分甲烷的温室效应是二氧化碳的21倍，既是煤炭开采过程中的安全隐患， 也是威胁生态环境的"隐形杀手"。而在沁水寺河瓦斯发电有限公司的厂房里，这一昔日 ...

上市企业：蓝焰控股（000968）,国新能源（600617）,天壕能源（300332）,新锦动力（300157）,准油股 份（002207）,陕天然气（002267）,山西焦化（600740）,华阳股份（600348）,中国石油（601857） 相关报告：智研咨询发布的《2026-2032年中国煤层气行业发展现状调查及前景战略分析报告》 根据国家统计局数据显示：2025年11月中国煤层气产量为15亿立方米，同比增长14%；2025年1-11月中 国煤层气累计产量为166.5亿立方米，累计增长7.4%。 2020-2025年1-11月中国煤层气产量统计图 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。 数据来源：国家统计局，智研咨询整理 ...

（编辑 任世碧） 证券日报网讯 12月30日，蓝焰控股在互动平台回答投资者提问时表示，公司重视市值管理工作，持续 聚焦煤层气勘探开发主业，努力实现良好的经营业绩，同时按照已披露的《质量回报双提升行动方案》 《三年股东回报规划》开展投资者回报工作，履行上市公司责任义务，具体事项以公司披露的公告为 准。 ...

证券日报网讯12月25日，蓝焰控股（000968）在互动平台回答投资者提问时表示，未来公司在做大做强 煤层气勘探开发利用主业的基础上，将积极探索煤层气产业链延伸发展，培养新的业务增长点。 ...

Core Viewpoint - The company expects a total of 397.76 million yuan in daily related transactions with affiliated parties for the fiscal year 2026 [1] Group 1: Transaction Details - The company anticipates purchasing goods from affiliates amounting to 41.25 million yuan [1] - The expected expenditure on services from affiliates is projected to be 64.99 million yuan [1] - Sales of goods to affiliates are estimated at 246.69 million yuan [1] - The company plans to provide services to affiliates worth 44.84 million yuan [1] Group 2: Related Parties and Pricing - The transactions involve several affiliated enterprises, including PetroChina Kunlun Xintai Gas Co., Ltd. in Urumqi and Shanxi Tongyu Coalbed Methane Transmission Co., Ltd. [1] - The main products involved in these transactions include natural gas, coalbed methane, and pipeline transportation services [1] - Pricing for these transactions will follow market prices or the guidance prices set by the National Development and Reform Commission, combined with market price principles [1]

Core Viewpoint - The city of Jincheng in Shanxi Province is undergoing a significant transformation from a resource-based economy to a high-quality, innovative, and sustainable development model, focusing on technology, tourism, and ecological preservation [1][2][7]. Group 1: Economic Transformation - Jincheng's transformation is driven by technological innovation, aiming for high-end, intelligent, and green industrial upgrades, with a focus on creating a 100 billion yuan optical-mechanical-electrical industry cluster, which has seen an average annual growth of 42% over the past four years [2]. - The city is also developing a comprehensive coalbed methane industry chain, maintaining the highest production and growth in Shanxi Province for five consecutive years, with a gas storage capacity of 250 million cubic meters [2][3]. Group 2: Tourism and Cultural Development - Jincheng is positioning its cultural and tourism industry as a pillar of the economy, achieving significant growth in tourist numbers and revenue, with 15.97 million visitors and a ticket revenue of 261 million yuan in the first three quarters of 2025, marking increases of 34.17% and 60.90% respectively [4][5]. - The city is developing a comprehensive tourism and wellness space, aiming to become a nationally recognized destination, with plans for a 396 square kilometer ecological circle and various tourism integration projects [4]. Group 3: Innovation and Reform - The city has been recognized for its excellent business environment, implementing reforms that enhance project execution speed and improve service quality, with a focus on innovation-driven strategies that integrate research, industry, and finance [7][8]. - Jincheng has increased its investment in scientific research and development, with 211 high-tech enterprises established, supporting the transition to a more innovative economy [7]. Group 4: Rural Revitalization - Jincheng is advancing rural revitalization through over 880 key projects with investments exceeding 100 billion yuan, aiming to create over 200 model villages by 2027 [9][10]. - The city has improved rural living conditions significantly, with 79% of villages rated three stars or above, and high coverage rates for sanitation and infrastructure [10]. Group 5: Ecological Development - Jincheng is committed to ecological protection, achieving a record 259 days of good air quality in 2024 and implementing various pollution control and ecological restoration projects [11][12]. - The city has achieved a forest coverage rate of 40.3% and is actively pursuing low-carbon development goals, with a 3.8% reduction in energy consumption per unit of GDP in 2024 [12].

Core Viewpoint - During the "14th Five-Year Plan" period, Shanxi Province has produced approximately 6.5 billion tons of coal, accounting for nearly 30% of the national output, and has supplied affordable electricity coal to 24 provinces, fulfilling the commitment to ensure the nation does not worry about coal supply [1][2]. Group 1: Coal Production and Supply - Shanxi's coal production during the "14th Five-Year Plan" has reached about 6.5 billion tons, representing nearly 30% of the total national output [1]. - The province has delivered affordable electricity coal to 24 provinces across the country [1]. Group 2: Energy Transition and Development - Shanxi is transitioning from a "coal resource province" to a "comprehensive energy province," enhancing energy supply resilience and security [2]. - The province has built 369 intelligent coal mines, accounting for over one-third of the national total, and established 75 green mining demonstration coal mines [2]. - By the end of November 2025, Shanxi's net electricity output is expected to exceed 740 billion kWh, with over 30% supplied to more than 20 provinces [2]. Group 3: Natural Gas Production - Shanxi is the largest coalbed methane production base in China, contributing over 80% of the national output [2]. - During the "14th Five-Year Plan," the province's unconventional natural gas production reached 74.9 billion cubic meters, a 155% increase compared to the "13th Five-Year Plan" period [2].

证券日报网讯 12月17日，蓝焰控股（000968）在互动平台回答投资者提问时表示，公司拥有4个子公 司，1个分公司。科创分公司的功能定位主要是推动公司实现数智化转型和区域煤层气资源统筹与市场 拓展。公司成长性主要体现在地域优势和技术优势，公司煤层气开发区块主要位于沁水盆地和鄂尔多斯 盆地东缘，是国家规划煤层气产业发展的重点地区；构建起了从地质勘查到生产排采的全链条技术优 势，形成了采煤采气一体化等三大技术体系，主导制定多项国家标准，多项技术成果被列为行业示范， 成为国内煤层气开发领域的技术标杆，持续发挥着科技创新平台示范引领作用。公司客户目前集中在山 西省内，正在逐步开发河南、安徽、江苏等省外市场。2026年，公司将继续专注煤层气勘探开发与煤矿 瓦斯治理主业，通过施工加密井、薄煤层井、低产老井升级改造等途径推动晋城区域浅部区块稳产保 产，加快武乡、横岭等中深部区块勘探开发，深化央企开发合作，持续推广采煤采气一体化瓦斯治理模 式，继续推行数智化转型、全面预算管理、清收清欠、降本增效、合规治理等专项行动，促进公司高质 量发展。 ...

Core Viewpoint - The discovery of significant oil reserves in Gansu, particularly in Qingyang, raises speculation about the potential for Qingyang to become a second Dubai, although various factors suggest this is unlikely [1][14][17]. Group 1: Oil Reserves and Discovery - Qingyang is home to the Changqing Oilfield, which has been recognized as one of China's important energy bases, covering five provinces [8][12]. - The Changqing Oilfield was discovered in the early years of the People's Republic of China, with its potential only recognized in the 1970s due to technological advancements [10][12]. - By 2019, the oil and gas reserves of the Changqing Oilfield reached 858.8 million tons of oil and 107 trillion cubic meters of natural gas, making it the largest oilfield in China [12]. Group 2: Economic Potential and Challenges - Despite the rich reserves, Qingyang's ability to replicate Dubai's wealth accumulation is hindered by the complex distribution of oil resources across multiple provinces, leading to disputes over profit sharing [14][17]. - National development policies have also limited the rapid extraction of resources, with annual production remaining significantly lower than that of Daqing Oilfield, indicating a cautious approach to resource management [16]. - The larger population of Gansu province compared to smaller oil-rich nations like Dubai means that even if Qingyang benefits from oil development, the wealth would not be concentrated enough to create a similar economic model [17]. Group 3: Future Outlook - There remains potential for Qingyang to become an economic hub in the inland region if national policies change to provide more support for development and resource extraction [18].

（编辑 任世碧） 证券日报网讯 12月12日晚间，蓝焰控股发布公告称，公司于2025年10月31日披露了《关于全资子公司 参与竞拍并取得山西省沁水盆地法中区块煤层气探矿权的公告》（公告编号2025-041）。近日，公司全 资子公司就竞得的煤层气勘查区块与山西省自然资源厅签署了《山西省沁水盆地法中区块煤层气探矿权 出让合同》。本次出让合同当事人为山西省自然资源厅，与公司不存在关联关系，本次合同的签订不构 成关联交易。 ...