| 证券代码：300483 | 证券简称：首华燃气 | 公告编号：2026-018 | | --- | --- | --- | | 债券代码：123128 | 债券简称：首华转债 | | 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 首华燃气科技（上海）股份有限公司 特别提示： 关于提前赎回"首华转债"的第四次提示性公告 1、"首华转债"赎回价格：100.616 元/张（含当期应计利息，当期年利率为 1.80%，且当期利息含税），扣税后的赎回价格以中国证券登记结算有限责任公 司深圳分公司（以下简称"中国结算"）核准的价格为准。 11、本次赎回完成后，"首华转债"将在深圳证券交易所（以下简称"深交 所"）摘牌。债券持有人持有的"首华转债"如存在被质押或被冻结的，建议在 停止转股日前解除质押或冻结，以免出现因无法转股而被赎回的情形。 12、债券持有人若转股，需开通创业板交易权限。投资者不符合创业板股票 适当性管理要求的，不能将所持"首华转债"转换为股票，特提请投资者关注不 能转股的风险。 2、赎回条件满足日：2026 年 2 月 4 日 3、停止交易日：2026 ...

| 证券代码：300483 | 证券简称：首华燃气 | 公告编号：2026-019 | | --- | --- | --- | | 债券代码：123128 | 债券简称：首华转债 | | 首华燃气科技（上海）股份有限公司 关于控股股东及其一致行动人 因可转债转股持股比例被动稀释触及1%整数倍的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 特别提示： 1、本次权益变动主要系首华燃气科技（上海）股份有限公司（以下简称"公司"） 可转换公司债券（以下简称"可转债"）转股导致总股本增加，公司控股股东上海 厚得妙景商务咨询有限公司（以下简称"厚得妙景"）及其一致行动人山西汇景企 业管理咨询有限公司（以下简称"山西汇景"）、刘晋礼持股比例被动稀释触及 1% 整数倍，不涉及持股数量发生变化。 2、本次权益变动不涉及股东股份增持或减持，不触及要约收购，不会导致公司 控制权发生变更，不会对公司治理结构及持续经营产生影响。 近日，因公司可转债转股导致总股本增加，公司控股股东厚得妙景及其一致行 动人山西汇景、刘晋礼在持股数量不变的情况下，合计持股比例被动稀释触及 1% 的整 ...

| 证券代码：300483 | 证券简称：首华燃气 | 公告编号：2026-020 | | --- | --- | --- | | 债券代码：123128 | 债券简称：首华转债 | | 2、本次权益变动不涉及股东股份增持或减持，不触及要约收购，不会导致公司 控制权发生变更，不会对公司治理结构及持续经营产生影响。 近日，因公司可转债转股导致总股本增加，公司持股 5%以上股东吴海林及其 一致行动人吴君亮、吴汝德在持股数量不变的情况下，合计权益比例被动稀释，持 股比例被动稀释触及 1%的整数倍，现将有关情况公告如下： 一、股东权益比例被动稀释触及 1%整数倍的情况 | 1.基本情况 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 信息披露义务人 | | 吴海林 | | | | | | | | | 住所 | | | 上海市闵行区莘松路 | 958 | 弄 | | | | | | 权益变动时间 | | 年 2026 | 月 1 26 | 日至 2026 | 年 2 | 月 日 6 | | | | | ...

Investment Rating - The report maintains an "Accumulate" rating for the gas industry [1] Core Views - The report highlights a warming trend in temperatures leading to a decline in gas prices in Europe and the US, while domestic gas prices remain stable [1][9] - It emphasizes the overall supply being relaxed, with domestic gas prices decreasing by 2.0% week-on-week [26] - The report suggests that the pricing mechanism is being rationalized, and demand is expected to increase [1] Price Tracking - As of February 6, 2026, the week-on-week changes in gas prices are as follows: US HH down 31.5%, European TTF down 11%, East Asia JKM down 3.6%, China LNG ex-factory down 2%, and China LNG CIF down 11.6% [9][10] - The report notes that the average gas consumption in Europe for the first ten months of 2025 was 349.5 billion cubic meters, a year-on-year increase of 4.6% [15] Supply and Demand Analysis - The report indicates that the US natural gas market price decreased by 31.5% week-on-week due to a high base, with storage levels at 28,230 billion cubic feet, a year-on-year increase of 9.8% [14] - In Europe, gas supply decreased by 5.2% week-on-week, with a notable drop in gas-fired power generation output by 10.9% week-on-week [15] - Domestic gas consumption for 2025 is projected to increase by 2.3% year-on-year to 433.2 billion cubic meters, attributed to warmer winter conditions affecting heating gas demand [26] Pricing Progress - The report states that 68% of cities have implemented residential pricing adjustments, with an average increase of 0.22 yuan per cubic meter [40] - The report anticipates continued pricing adjustments and improvements in profitability for city gas companies [40] Investment Recommendations - The report recommends focusing on companies that can optimize costs and benefit from the ongoing pricing adjustments, such as Xin'ao Energy, China Resources Gas, and Kunlun Energy [1] - It also suggests monitoring companies with quality long-term contracts and flexible scheduling capabilities, such as Jiufeng Energy and Xin'ao Co. [1] - The report highlights the importance of energy independence and recommends companies with gas production capabilities, such as Shouhua Gas [1]

| 证券代码：300483 | 证券简称：首华燃气 | 公告编号：2026-017 | | --- | --- | --- | | 债券代码：123128 | 债券简称：首华转债 | | 首华燃气科技（上海）股份有限公司 关于提前赎回"首华转债"的第三次提示性公告 1、"首华转债"赎回价格：100.616 元/张（含当期应计利息，当期年利率为 1.80%，且当期利息含税），扣税后的赎回价格以中国证券登记结算有限责任公 司深圳分公司（以下简称"中国结算"）核准的价格为准。 11、本次赎回完成后，"首华转债"将在深圳证券交易所（以下简称"深交 所"）摘牌。债券持有人持有的"首华转债"如存在被质押或被冻结的，建议在 停止转股日前解除质押或冻结，以免出现因无法转股而被赎回的情形。 12、债券持有人若转股，需开通创业板交易权限。投资者不符合创业板股票 适当性管理要求的，不能将所持"首华转债"转换为股票，特提请投资者关注不 能转股的风险。 2、赎回条件满足日：2026 年 2 月 4 日 3、停止交易日：2026 年 3 月 3 日 4、赎回登记日：2026 年 3 月 5 日 5、停止转股日：2026 年 3 月 6 ...

中证鹏元资信评估股份有限公司 中证鹏元公告【2026】67 号 中证鹏元关于关注首华燃气科技（上海）股份有限公司控 股股东、实际控制人发生变更的公告 中证鹏元资信评估股份有限公司（以下简称"中证鹏元"）对首 华燃气科技（上海）股份有限公司（以下简称"首华燃气"或"公司"， 股票代码：300483.SZ）及其发行的下述债券开展评级。除评级委托 关系外，中证鹏元及评级从业人员与公司不存在任何足以影响评级行 为独立、客观、公正的关联关系。 | | | | | | | | | 主体等级 债项等级 | 评级展望 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 首华转债 | 债券简称 | 上一次评级时间 2025 | 年 | 6 | 月 | 27 | 日 | 上一次评级结果 AA- AA- | | 稳定 | 本次协议转让前后相关股东及一致行动人持股情况如下： 公司（以下简称"中海沃邦"）的股权，截至 2025 年末山西汇景直 接持有中海沃邦 8.2946%的股权。中海沃邦是公司煤层气开采业务的 主要开展主体，山西汇景在煤层 ...

Group 1 - The A-share market experienced a slight decline on February 6, with the three major indices showing a downward trend [2] - The oil and gas sector saw significant gains, with Shouhua Gas rising over 10%, and companies like Zhun Oil and Intercontinental Oil reaching their daily limit [2] - The geopolitical situation in Iran and Russia, along with OPEC+ production expectations for the second quarter, are key factors influencing the oil market in February [2] Group 2 - The U.S. State Department issued a security warning regarding Iran, advising American citizens to leave the country and prepare for potential emergencies [2] - Citic Futures highlighted that the geopolitical premium remains in the oil market, with short-term focus on U.S.-Iran negotiations and India's oil purchases from Russia [2] - The outlook for oil prices suggests a volatile trend, with a current oversupply in the market but frequent disruptions in supply expectations due to geopolitical tensions [2]

Core Viewpoint - The oil and gas sector is experiencing a significant rally, with notable stock price increases among various companies, indicating a positive market sentiment in this industry [1][2]. Group 1: Stock Performance - Intercontinental Oil & Gas reached a daily limit increase, closing at 5.50, marking a 10% rise [1]. - Shouhua Gas saw a substantial increase of over 12%, with its current price at 17.24 [2][3]. - Taishan Petroleum also performed well, rising over 5% to a price of 8.29 [2][3]. - Other companies in the sector, such as International Industry and Blue Flame Holdings, reported increases of 3.54% and 2.94%, respectively [3]. Group 2: Market Activity - The overall trading volume for Intercontinental Oil & Gas exceeded 4 billion yuan, reflecting strong investor interest [1]. - The positive trend in oil and gas stocks suggests a broader market recovery or investor confidence in the sector [2].

Group 1 - The core point of the news is that Shouhua Gas experienced a 5% increase in stock price, reaching 16.16 CNY per share, with a trading volume of 119 million CNY and a turnover rate of 2.42%, resulting in a total market capitalization of 5.074 billion CNY [1] - Shouhua Gas Technology (Shanghai) Co., Ltd. was established on January 8, 2003, and listed on June 30, 2015. The company is primarily engaged in the research, production, and sales of gardening products, as well as natural gas exploration, development, production, and sales [1] - The company's main business revenue is entirely derived from natural gas operations, accounting for 100% of its revenue, with no contributions from other sources [1] Group 2 - From the perspective of major fund holdings, one fund under Southern Fund has a significant position in Shouhua Gas. The Southern Growth Enterprise Board 2-Year Open Mixed Fund (160143) held 1.0123 million shares in the fourth quarter, representing 4.1% of the fund's net value, making it the sixth-largest holding [2] - The Southern Growth Enterprise Board 2-Year Open Mixed Fund (160143) was established on September 1, 2020, with a latest scale of 350 million CNY. Year-to-date returns are 2.79%, ranking 4969 out of 8873 in its category, while the one-year return is 52.73%, ranking 1505 out of 8123 [2] - The fund manager, Ying Shuai, has a tenure of 18 years and 277 days, with total assets under management of 6.529 billion CNY. The best fund return during his tenure is 290.35%, while the worst is -74.47% [2]

| 证券代码：300483 | 证券简称：首华燃气 | 公告编号：2026-016 | | --- | --- | --- | | 债券代码：123128 | 债券简称：首华转债 | | 首华燃气科技（上海）股份有限公司 关于提前赎回"首华转债"的第二次提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、"首华转债"赎回价格：100.616 元/张（含当期应计利息，当期年利率为 1.80%，且当期利息含税），扣税后的赎回价格以中国证券登记结算有限责任公 司深圳分公司（以下简称"中国结算"）核准的价格为准。 11、本次赎回完成后，"首华转债"将在深圳证券交易所（以下简称"深交 所"）摘牌。债券持有人持有的"首华转债"如存在被质押或被冻结的，建议在 停止转股日前解除质押或冻结，以免出现因无法转股而被赎回的情形。 12、债券持有人若转股，需开通创业板交易权限。投资者不符合创业板股票 适当性管理要求的，不能将所持"首华转债"转换为股票，特提请投资者关注不 能转股的风险。 2、赎回条件满足日：2026 年 2 月 4 日 3、停止交易日：2026 ...