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东京通胀突然“踩刹车”,日本央行最怕的局面出现了?
Jin Shi Shu Ju· 2026-02-27 03:34
在日本首相高市早苗推动公用事业补贴、压低家庭能源成本后,东京通胀指标放缓至一年多来的最低水平。 这一变化发生在日本央行推进加息进程之际,也给其政策沟通带来了新的挑战。东京CPI被视为全国价格走势的先行指标。 日本总务省周五公布的数据显示,2月东京地区剔除生鲜食品的消费者价格同比上涨1.8%,为2024年10月以来的最小涨幅,略高于 经济学家1.7%的预测中值。与此同时,一项同时剔除能源、用于衡量通胀内在强度的指标上涨2.5%,仍高于日本央行2%的目标。 市场此前就已经普遍预计,在政府降低电力和燃气费用措施的影响逐步反映到数据中后,通胀指标将连续第三个月走弱。周五公布 的数据进一步印证,日本物价涨势已进入降温阶段,主要原因在于高市的抗通胀举措以及食品价格涨幅放缓。 其中,能源价格同比下降9.2%,原因是政府自1月起实施、为期3个月的电力和燃气补贴计划开始生效。政府估算,该计划将在本季 度为一个普通家庭节省7300日元(46.75美元)。 日本央行此前也已表示,受公用事业补贴以及去年食品价格飙升形成的同比基数效应影响,今年上半年通胀可能会降至2%目标以 下。官员们强调,将重点关注潜在通胀趋势,而非一次性、暂时性的 ...
京能清洁能源股价七日涨2.17% 政策与基建利好行业发展
Jing Ji Guan Cha Wang· 2026-02-26 06:10
以上内容基于公开资料整理,不构成投资建议。 京能清洁能源近7个交易日(2026年2月20日至26日)股价整体上行,区间涨幅为2.17%。截至2026年2 月26日收盘,股价报2.35港元,较前一交易日上涨1.29%,当日成交金额约634万港元。技术面显示, MACD指标柱状图转正,股价位于布林带中轨上方,短期均线呈多头排列,反映市场情绪偏强。所属新 能源板块同期上涨1.22%,略优于恒生指数表现。 经济观察网 近期,新能源行业政策与能源基础设施进展成为关注热点,可能对京能清洁能源 (00579.HK)的业务环境产生积极影响。根据Ofweek维科网2026年2月25日报道,国网冀北电力将落实 新能源上网电价市场化改革要求,提升电网数字化保障能力,并推动储能基地、抽水蓄能电站等重点项 目建设,这有助于优化新能源并网与交易机制。另据北京日报客户端2026年2月26日消息,陕京管道系 统累计输气量突破8000亿立方米,实现28年"零中断"运行,日均输气量约2亿立方米,保障了京津冀地 区天然气稳定供应。这些事件或间接支持京能清洁能源在风电、光伏及燃气等清洁能源领域的发展预 期。 股票近期走势 ...
沈阳燃气守护新春万家“烟火气”
Xin Lang Cai Jing· 2026-02-22 22:03
场站内,值守人员对电伴热等防冻关键设施进行定时检查维护,确保极寒天气下供气设备平稳运行。一 支近1200人的专业应急队伍、80台抢险车辆及充足物资已在全市47个值守点就位,实行24小时备勤,确 保突发险情时能第一时间响应处置。 安全宣传同步推进。500余名社区网格员深入居民家中,开展"一对一"入户安全指导。同时,1.3万余个 社区微信群持续推送节日用气提示、自检自查方法等内容,提升市民安全意识。 针对春节期间用气高峰,沈阳燃气提前落实气源保障,日均供气能力达340万立方米,并储备1000万立 方米应急调峰气源,形成"管道气+储备气"双保险。调度中心大屏上,近2000处调压站运行情况实时更 新,1.6万余台"管井哨兵"监测设备与300余万台居民用户端燃气报警器联网运行,24小时不间断监测管 网及用户端安全状态。 室外,250余名专业巡线员与8台巡检车按计划对全市燃气管网开展高频次、全覆盖巡查,并对商业区、 交通枢纽等重点区域加密频次。 (来源:辽宁日报) 转自:辽宁日报 本报讯 记者姜雪报道 新春佳节,沈城千家万户欢度团圆。沈阳燃气集团的工作人员坚守岗位,守护万 家"烟火气"。 目前,沈阳燃气供气系统运行平稳, ...
守护“红红火火”就是守护“万家灯火”
Xin Lang Cai Jing· 2026-02-20 22:46
越是节日,燃气安全就越重要。为了把好燃气安全关,湾里开业前,吕文博就和商场负责人挨个楼层 转,挨家挨户地上门讲解法规要求,手把手指导商户进行整改,牢牢树立燃气安全意识。"自从开业以 来,这里没有发生过一起燃气安全事故。"物业工作人员介绍。 在湾里,不出北京就能"吃遍全国"。春节假期,许多市民游客慕名而来,让这里的人气居高不下。吕文 博介绍,湾里的20多家燃气用户都是餐饮门店,其中不少还是"北京首店"。这些商户春节假期客流量 大,燃气安全容不得一丝马虎。 位于商场六楼的"慧炊"是北京首店,这家来自河北保定的融合菜餐厅以别具风味的菜肴和能够远眺环球 影城的景观餐位著称。大年初一,"慧炊"接待客人约800桌,创下了开业以来的纪录。门店负责人介 绍,店里的烧烩团鱼等招牌菜都需要用火,燃气对于菜品烹饪来说至关重要。"这是我们在北京的第一 家店,起初我们在燃气安全和垃圾分类方面有不了解的地方,都是城管队员指导我们改进的。" 位于五楼的全聚德,是一家根据湾里整体风格进行改造的"老字号"。这里的干烧大黄鱼、火燎鸭心等招 牌菜,同样离不开燃气。"城管队员帮我们排查隐患,给我们传授了许多关于燃气安全的知识。"门店负 责人表示,有 ...
洪通燃气一季度业绩大增,董事会审议现金管理议案
Jing Ji Guan Cha Wang· 2026-02-14 01:11
根据2025年第一季度报告,公司当期业绩表现强劲,营业总收入为6.66亿元,同比增长43.98%;归母净 利润为2253.57万元,同比增长951.01%。 资金面情况 根据相关分析,公司主力资金流向存在波动,例如12月24日呈现净流入,而12月30日则为净流出,这与 市场情绪和板块轮动相关。 经济观察网根据公开信息,截至2026年2月上旬,洪通燃气(605169)近期有以下公司动态值得关注: 公司结构与治理 公司于2026年2月6日召开了第三届第二十四次董事会会议,审议了《关于使用闲置自有资金进行现金管 理的议案》等文件。 业绩经营情况 行业环境:燃气行业长期受益于能源清洁化转型趋势。 股东变化:2025年一季报显示,公司前十大流通股东出现新进股东。 以上内容基于公开资料整理,不构成投资建议。 公司状况 ...
《沈阳日报》“冬日科创奇遇记”第三期开营
Xin Lang Cai Jing· 2026-02-13 22:46
(来源:沈阳日报) 生活中随处可见燃气,但是你了解燃气吗?知道它是如何走进千家万户的吗?2月10日,《沈阳日 报》"冬日科创奇遇记"第三期活动启动,40余名学生及家长一同走进中交沈阳燃气科普教育基地,跟随 基地负责人孙雪的脚步,了解身边的燃气,学习如何与燃气"和平相处"。 转自:沈阳日报 ...
重庆燃气股价震荡下行,机构关注度一般
Jing Ji Guan Cha Wang· 2026-02-13 02:16
以上内容基于公开资料整理,不构成投资建议。 机构观点机构对重庆燃气关注度一般,最新市场观点偏中性。华鑫证券等机构预测,公司2025年净利润 同比增长17.93%,2026年增速放缓至6.50%,主要基于燃气需求平稳增长的预期。当前市盈率(TTM)为 34.01倍,估值处于行业中等水平,未来业绩驱动或依赖于区域燃气消费量提升及成本控制。 经济观察网重庆燃气(600917)在近7个交易日内(2026年2月9日至2月12日)股价呈现震荡下行态势。截 至2月12日收盘,股价报5.62元,较2月9日收盘价5.71元累计下跌1.75%,区间振幅为2.27%。成交方 面,2月12日成交金额为4104万元,换手率0.47%,主力资金当日净流入381.65万元,但整体资金面偏中 性。技术面上,股价近期弱于大盘及行业指数,20日布林带显示压力位约5.79元,支撑位约5.60元, MACD指标偏弱,KDJ处于超卖区域。 ...
成都燃气股价震荡微涨,机构关注行业转型与成本影响
Jing Ji Guan Cha Wang· 2026-02-12 03:22
Company Overview - Chengdu Gas (603053) stock price closed at 10.11 yuan as of February 11, 2026, with a slight increase of 0.20% over the past week and a trading volume of approximately 79.5 million yuan [1] - The stock is currently in a fluctuating pattern, with a 20-day resistance level at 10.44 yuan and a support level at 9.87 yuan [1] - The net outflow of institutional funds was 1.1595 million yuan, while retail investors showed a net inflow [1] Industry Insights - According to a report by CICC on February 12, the global LNG market is expected to experience a medium-term supply surplus, but increased supply-demand flexibility may stabilize prices, with an estimated average spot price of approximately 9 USD/MMBtu for Northeast Asia LNG in 2026 [2] - The urban gas industry is accelerating its transformation towards comprehensive energy services, with trends in smart technology upgrades and differentiated demand [2] - It is projected that Chengdu's total retail sales of consumer goods will exceed 1.14 trillion yuan by 2025, providing support for regional gas demand due to consumption resilience [2] Recent Events - As of February 11, 2026, Chengdu Gas's relative valuation range is between 9.52 and 10.52 yuan, with an accuracy rating of B, indicating that the stock price is within a reasonable range based on fundamental indicators [3] - The company's net profit for the first three quarters of 2025 was 416 million yuan, showing a slight year-on-year decrease of 0.84%, indicating overall stable operations [3]
深度关注丨守护平安祥和年
Core Viewpoint - The article emphasizes the proactive role of disciplinary inspection and supervision agencies in ensuring a safe and harmonious Spring Festival for the public by overseeing various sectors such as transportation, energy, market regulation, and cultural tourism [5][19][21] Group 1: Transportation Supervision - The Spring Festival travel period is expected to see a record high of 9.5 billion trips, with the transportation sector under significant pressure to ensure safety and efficiency [6][7] - The Central Commission for Discipline Inspection has established working groups to monitor transportation safety and service quality across key regions [6][7] - Local agencies are focusing on risk points and enhancing coordination among transportation departments to ensure smooth operations during the travel peak [7] Group 2: Energy Supply Assurance - Disciplinary agencies are closely monitoring energy supply chains to ensure stable and sufficient energy for the public during the winter [11][12] - Specific measures include increasing coal reserves and improving heating management to prevent supply disruptions [12] - Local agencies are conducting inspections to ensure the safety and reliability of power and gas supply systems [12] Group 3: Market Regulation and Price Stability - Agencies are actively supervising the supply and pricing of essential goods to ensure a stable market during the festive season [10][12] - Local governments are implementing measures to monitor market prices and prevent price gouging, ensuring that essential goods remain affordable [10][13] - The focus is on maintaining a balanced supply of food and other necessities, with agencies taking steps to address consumer complaints and market irregularities [10][13] Group 4: Cultural and Tourism Sector Oversight - The cultural and tourism market is being closely monitored to ensure a safe and enjoyable experience for travelers during the Spring Festival [14][16] - Various promotional activities and consumer incentives are being organized to stimulate tourism, with oversight to ensure compliance with safety and service standards [14][17] - Agencies are addressing potential consumer rights violations in tourist areas to maintain a fair and trustworthy market environment [16] Group 5: Overall Community Well-being - The article highlights the importance of community well-being during the Spring Festival, with agencies working to address public concerns and enhance service quality [19][21] - The proactive approach of inspection agencies reflects a commitment to serving the public and ensuring a joyful holiday experience [19][21] - The emphasis is on creating a harmonious environment where families can celebrate together, showcasing the government's dedication to public welfare [21]
ST海华跌停:审计缺位与监管问询加剧退市风险
Xin Lang Cai Jing· 2026-02-11 10:32
Core Viewpoint - ST Haihua's stock price has hit the limit down, primarily due to the absence of an auditing firm, regulatory doubts regarding revenue authenticity, and capital outflows, increasing the risk of delisting [1][7]. Stock Recent Performance - The stock price of ST Haihua closed at 3.48 yuan, with a decline of 4.92% on the day [2][8]. Recent Events - The original auditing firm, Pengsheng Accounting Firm, resigned less than a month after being appointed, resulting in a lack of a special statement regarding the financial delisting situation in the 2025 performance forecast. Although the board proposed to hire Zhongrui Cheng Accounting Firm, the new firm has not yet commenced auditing. Failure to disclose the audited annual report within the legal deadline will directly trigger delisting clauses [3][9]. Regulatory Situation - The Shanghai Stock Exchange issued a regulatory letter questioning the compliance of the company's fourth-quarter revenue of 140 million yuan. This revenue mainly comes from a newly acquired gas business and a newly established mechanical parts subsidiary in Hunan. The regulator requires the company to disclose specific customers and the flow of funds to investigate potential fictitious transactions or improper revenue recognition. If the final audit reduces revenue, the company's revenue after deductions may fall below the 300 million yuan delisting threshold [4][10]. Capital Situation - There was a net outflow of 15.166 million yuan from major funds, with a cumulative net outflow of 39.7364 million yuan over the past 10 trading days, and the stock price has dropped by 20.16% during the same period. The turnover rate on that day reached 3.22%, with the limit down price of 3.48 yuan coinciding with the limit down price, indicating concentrated selling pressure. The company's price-to-earnings ratio is negative, further reinforcing the motivation for capital exit due to fundamental risks [5][11]. Future Development - The company is expected to incur a net loss of approximately 70 million yuan in 2025. Although preliminary estimates suggest that revenue after deductions will be 330 million yuan, it has not received endorsement from an auditing firm. If the annual report receives a non-standard opinion or if revenue ultimately does not meet the standards, the stock will face termination of listing. Previously, the company was subject to delisting risk warnings due to negative net profit excluding non-recurring items and revenue below 300 million yuan for 2024 [6][12].