新天然气(603393) - 新疆鑫泰天然气股份有限公司投资者关系活动记录表

Group 1: Company Developments - The company acquired shale gas exploration rights for two blocks in Guizhou, covering approximately 300 square kilometers, with an estimated resource volume of 50-100 billion cubic meters [1] - This marks the company's first acquisition of self-owned mineral rights and entry into shale gas resources, aligning with its "natural gas energy full industry chain" development strategy [1] Group 2: Production Goals and Cost Outlook - The current daily gas production from existing blocks is approximately 5.2 million cubic meters [1] - The company aims to maintain efficient operations in the Panzhuang block, accelerate capacity construction in the Mabi block, and continue exploration in the Zijin Mountain block [1] - In 2023, the coalbed methane production and sales met the initial targets, with Mabi block production exceeding 536 million cubic meters, marking a new milestone [1] - Overall costs are showing a stable downward trend [1] Group 3: Sales Pricing Mechanism - The sales structure for the Panzhuang block consists of pipeline sales to the surrounding Shanxi market and sales to local LNG liquid plants [1] - The Mabi block primarily sells through national channels [1] Group 4: Risk Disclaimer - The information regarding industry forecasts and company development strategies should not be viewed as commitments or guarantees from the company or its management [2]