证券代码：603393 证券简称：新天然气 公告编号：2026-003 ● 新疆鑫泰天然气股份有限公司（以下简称"公司"）股票于 2026 年 3 月 2 日、2026 年 3 月 3 日连续两个交易日收盘价格涨幅偏离值累计超过 20%，根 据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动。 ● 经公司自查，并征询控股股东及实际控制人，截至本公告披露日，不存在 应披露而未披露的重大信息。公司提醒广大投资者注意二级市场交易风险，理 性决策，审慎投资。 一、股票交易异常波动的具体情况 公司股票于 2026 年 3 月 2 日、2026 年 3 月 3 日连续两个交易日收盘价格涨 幅偏离值累计超过 20%，根据《上海证券交易所交易规则》的有关规定，属于股 票交易异常波动。 二、公司关注并核实的相关情况 （一）生产经营情况 新疆鑫泰天然气股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： 公司未发现对公司股票交易价格可能产生重大影响的媒体报道或市场传闻， 除公司已披露信 ...

以下文章来源于掘金Post ，作者刘思嘉 全球能源市场 正 被 来自 中东的 火药桶彻底点燃。 在 美以对伊朗发动军事打击、伊朗宣布关闭霍尔木兹海峡 、 沙特阿美在其拉斯塔努拉炼油厂区域遭无人机袭击 等一系列 "黑天鹅"事件影响 下 ， 原 油 价格 一路 走高， 油气 能源股也 迎来 涨停 潮 。 3月3日 盘中 ， 国际油价 持续 上涨， 布伦特原油一度突破 82美元/桶，WTI原油触及75美元/桶 ， INE原油主力合约连续两日涨停，持仓量增加 7903手至117348手，当日资金净流入约52.59亿元 。 | 国际原油 | | | | | | --- | --- | --- | --- | --- | | 名称 | 现价 | 涨跌 | 涨跌幅 | 年初至今 | | ICE布油 | 79.87 c | 2.13 | 2.74% | 32.88% | | 布油2605A | 79.87 d | 2.13 | 2.74% | 32.30% | | 布油2606 | 78.03 d | 1.87 | 2.46% | 29.42% | | 原油现货 | | | | | | --- | --- | --- | - ...

石油石化行业：美以伊军事冲突大 幅推动国际油价跳涨 | 2026 | 年 3 月 | 2 | 日 | | --- | --- | --- | --- | | 看好/维持 | | | | | 石油石化 | 行业报告 | | | 事件：当地时间 2 月 28 日，伊朗局势进入了军事冲突爆发阶段。截至北京时 间 3 月 2 日 10:00，霍尔木兹海峡承载了全球 1/5 的油气运输，多家航运巨头 宣布暂停通过该海峡，此次冲突可能蔓延至整个中东地区。 受到美以伊军事冲突的大幅推动国际油价开盘即跳涨。截至北京时间 2026 年 3 月 2 日，WTI 开盘价 75.00 美元/桶，较上一工作日收盘价（67.02 美元/桶） 上涨 7.98 美元/桶，涨幅 11.9%，最高涨至 75.33 美元/桶；布伦特开盘价 81.57 美元/桶，较上一工作日收盘价（72.87）上涨 8.7 美元/桶，涨幅 11.94%，最 高涨至 82.37 美元/桶。全球金融市场在地缘局势动荡的影响下，出现了剧烈的 波动，随着冲突的进一步加剧，如果霍尔木兹海峡长期中断，油价可能持续上 涨。 供给侧上，OPEC+宣布 4 月增产以稳定全球缺口。O ...

美伊地缘升温，原油供应或受影响 glmszqdatemark 石化周报 | 代码 | 简称 | 股价 | | EPS（元） | | | PE（X） | | 评级 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | （元） | 2024A | 2025E | 2026E | 2024A | 2025E | 2026E | | | 600938.SH | 中国海油 | 35.87 | 2.90 | 2.60 | 2.68 | 12 | 14 | 13 | 推荐 | | 603619.SH | 中曼石油 | 36.35 | 1.76 | 1.48 | 1.99 | 21 | 25 | 18 | 推荐 | | 601857.SH | 中国石油 | 10.86 | 0.90 | 0.87 | 0.89 | 12 | 12 | 12 | 推荐 | | 600028.SH | 中国石化 | 6.46 | 0.41 | 0.31 | 0.34 | 16 | 21 | 19 | 推荐 | | 603393.SH | 新天然气 | 34.07 ...

消息面上，美伊地缘局势紧张程度加剧，油运的风险溢价常态化，推高运价中枢。 国联民生证券指出，短期看，霍尔木兹海峡局部封锁危机将引发大规模的抢运，油价和运价跳涨。中长 期看，伊朗或转向合规市场，VLCC供需格局向好发展。运力格局重构，船东或掌握较强议价权。韩国 船东长锦商船(Sinokor)大举收购/租入VLCC运力，据Argus数据，Sinokor控制/运营VLCC船舶为120艘， 占VLCC市场合规运力的18%，占VLCC全球运力的14%。Signal Ocean预计26年底，Sinokor运力或达到 约158艘，占VLCC市场合规运力的24%。定价逻辑看，VLCC市场从相对分散走向寡头化，美欧对灰色 运力制裁趋严背景下，非合规运力进一步边缘化，合规市场成为主流，合规运力成为核心资产，船东议 价权显著提升，定价模式从"货主定价"到"船东—货主博弈"，中长期看，运价中枢有望维持高位。 截至2026年2月27日 10:48，国证石油天然气指数(399439)上涨0.86%，成分股和顺石油上涨10.00%，迪 威尔上涨6.30%，厚普股份上涨5.16%，新天然气上涨4.79%，招商轮船上涨3.85%。石油ETF鹏 ...

石油ETF鹏华(159697)，场外联接(A：019827；C：019828；I：022861)。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 截至2026年2月27日 10:28，国证石油天然气指数(399439)上涨0.59%，成分股和顺石油上涨10.00%，迪 威尔上涨6.45%，厚普股份上涨6.07%，新天然气上涨4.82%，中泰股份上涨2.51%。石油ETF鹏华 (159697)上涨0.70%，最新价报1.44元。 石油ETF鹏华紧密跟踪国证石油天然气指数，国证石油天然气指数反映沪深北交易所石油天然气产业相 关上市公司的证券价格变化情况。 数据显示，截至2026年1月30日，国证石油天然气指数(399439)前十大权重股分别为中国石油、中国海 油、中国石化、杰瑞股份、广汇能源、招商轮船、中远海能、洲际油气、九丰能源、新奥股份，前十大 权重股合计占比66.76%。 地缘局势升温，资金持续流入石油板块，石油ETF鹏华(159697)盘中净申购1400万份。 国信证券指出，国内油气对外依赖度较高，国家将海洋能源作为保障能源安全的战略重点，通过税收优 惠降低海洋油气勘探装备进口成 ...

Group 1 - Tongyuan Petroleum is a leading company in oil and gas perforation and fracturing technology, providing integrated oilfield services and excelling in unconventional oil and gas development [1][21] - The company has a strong technical capability and competitive edge in perforation technology and operational efficiency, benefiting from rising international oil prices and increased exploration investments [1][21] - The company is advancing smart and digital operations to enhance construction efficiency and cost control, ensuring sustained performance in the current oil service market [1][21] Group 2 - Qianeng Huanxin focuses on oil and gas exploration and development technology services, with a strong proprietary exploration interpretation system [2][22] - The company employs an innovative "technology for equity" model, participating in various oil and gas blocks, which enhances its revenue structure as exploration results convert to production [2][22] - Increased global oil company capital expenditures during the oil price upcycle are driving demand for the company's technical services [2][22] Group 3 - China Oil Engineering is a core engineering construction platform under PetroChina, specializing in full-chain oil and gas engineering contracting [3][23] - The company has a robust order book and is expanding its business internationally, particularly under the Belt and Road Initiative [3][23] - The company is also diversifying into green low-carbon businesses, enhancing its long-term growth potential [3][23] Group 4 - Blue Flame Holdings is a leading company in coalbed methane exploration and development, with significant resource reserves and extraction capabilities [4][24] - The company benefits from supportive policies for clean energy and rising demand for coalbed methane, leading to improved sales and profit margins [4][24] - The company is expanding its production capacity and pipeline layout, ensuring stable growth in performance [4][24] Group 5 - Zhun Oil Co. specializes in oilfield technical services in Xinjiang, maintaining strong partnerships with local oil companies [5][25] - The company is well-positioned to benefit from increased oil production and maintenance demands due to rising oil prices [5][25] - The company has a flexible operating mechanism that allows it to adapt quickly to the needs of small oil fields and unconventional oil and gas development [5][25] Group 6 - Zhongman Petroleum is a private enterprise with a full industry chain in oil and gas, achieving dual-driven growth through technical services and resource development [6][26] - The company has seen significant improvements in production and sales revenue due to rising oil prices [6][26] - The company is recognized for its project management capabilities and is positioned for strong growth in the recovery phase of the industry [6][26] Group 7 - Huibo Pu specializes in oilfield ground engineering and environmental protection, with leading technology in oil-water separation and wastewater treatment [7][27] - The company is experiencing increased demand for its services due to rising oil and gas development investments [7][27] - The company is expanding its presence in overseas markets, enhancing its competitiveness [7][27] Group 8 - CNOOC Services is a leading offshore oil and gas exploration and development service provider, with a comprehensive service offering [8][29] - The company benefits from increased capital expenditures in offshore oil and gas due to rising oil prices [8][29] - The company is expanding its international market presence, enhancing its competitive position globally [8][29] Group 9 - Beiken Energy focuses on drilling engineering and has a strong competitive position in the drilling sector [9][30] - The company is experiencing significant growth in work volume and revenue due to rising oil prices [9][30] - The company is expanding its overseas business, particularly in the Middle East and Central Asia [9][30] Group 10 - Bomaike specializes in high-end marine engineering equipment manufacturing, with a strong international competitive edge [10][31] - The company is seeing increased demand for its modules due to the recovery of global offshore oil and gas development [10][31] - The company is also diversifying into offshore wind and new energy modules, enhancing its long-term growth potential [10][31] Group 11 - Intercontinental Oil and Gas focuses on overseas oil and gas development, with high-quality resource blocks [11][32] - The company is improving its financial performance due to rising oil prices and stable production growth [11][32] - The company is optimizing its asset structure and increasing operational efficiency [11][32] Group 12 - Sinopec Oil Services is a leading oil service provider in China, with a comprehensive service network across major oil and gas production areas [12][33] - The company is benefiting from increased capital expenditures in upstream operations due to rising oil prices [12][33] - The company is improving its profitability and operational efficiency, positioning itself for sustained growth [12][33] Group 13 - Shouhua Gas focuses on unconventional natural gas development, with stable resource reserves and customer channels [13][34] - The company is benefiting from rising natural gas prices linked to oil prices, leading to improved sales and profitability [13][34] - The company is expanding its urban gas business, enhancing its resilience and growth potential [13][34] Group 14 - China National Offshore Oil Corporation is the largest offshore oil and gas producer in China, with strong cost control and profitability [14][36] - The company is experiencing significant revenue and profit growth due to rising oil prices [14][36] - The company is committed to increasing production in key offshore areas, ensuring long-term growth [14][36] Group 15 - CNOOC Engineering is a leading marine oil and gas engineering construction company, with a strong order book and growth potential [15][37] - The company is benefiting from increased investments in offshore oil and gas development [15][37] - The company is also diversifying into offshore wind and renewable energy projects [15][37] Group 16 - Guanghui Energy is a comprehensive energy service provider with a diverse product portfolio [16][38] - The company is experiencing improved profitability due to rising oil prices and strong sales growth [16][38] - The company is also expanding into new energy and green chemical businesses, enhancing its long-term growth potential [16][38] Group 17 - CNOOC Development is a comprehensive energy service platform with a focus on oilfield technical services and energy logistics [17][39] - The company is seeing strong demand for its services due to increased offshore oil and gas investments [17][39] - The company is expanding into innovative businesses such as offshore renewable energy and carbon assets [17][39] Group 18 - New Natural Gas focuses on natural gas extraction and sales, with a complete upstream and downstream layout [18][40] - The company is benefiting from rising natural gas prices linked to oil prices, leading to improved profitability [18][40] - The company is expanding its production capacity and market reach, ensuring stable growth [18][40] Group 19 - ST Xinchao focuses on overseas oil and gas asset development, with significant resource value appreciation due to rising oil prices [19][41] - The company is improving its operational efficiency and cash flow through debt optimization [19][41] - The company is positioned for significant performance and valuation recovery in the current industry cycle [19][41] Group 20 - Shandong Molong is an important player in the oil machinery equipment sector, manufacturing key oil extraction equipment [20][42] - The company is experiencing increased demand for its products due to rising oil prices and investment in oil extraction [20][42] - The company is enhancing its competitiveness through technology upgrades and expanding into overseas markets [20][42] Group 21 - Jerry Holdings is a leading company in the oil and gas equipment and service industry, specializing in high-end oil and gas equipment manufacturing [21][44] - The company is benefiting from increased demand for its products due to the growth in unconventional oil and gas development [21][44] - The company is expanding its presence in international markets and diversifying into new energy equipment [21][44]

燃气Ⅱ行业跟踪周报 证券研究报告·行业跟踪周报·燃气Ⅱ 气温回暖&美伊局势紧张，美国气价回落，欧 洲气价微涨 增持（维持） [Table_Tag] [投资要点 Table_Summary] 证券分析师 袁理 执业证书：S0600511080001 021-60199782 yuanl@dwzq.com.cn 证券分析师 谷玥 执业证书：S0600524090002 guy@dwzq.com.cn 行业走势 2026 年 02 月 24 日 2026-02-02 -10% -5% 0% 5% 10% 15% 20% 25% 30% 35% 40% 2025/2/24 2025/6/22 2025/10/18 2026/2/13 燃气Ⅱ 沪深300 东吴证券研究所 1 / 13 请务必阅读正文之后的免责声明部分 ◼ 价格跟踪：气温回暖&美伊局势紧张，美国气价回落，欧洲气价微涨。 截至 2026/02/20,美国 HH/欧洲 TTF/东亚 JKM/中国 LNG 出厂/中国 LNG 到岸价周环比变动-3.4%/+1.1%/+1.4%/0%/+3.9%至 0.8/2.8/2.7/2.5/2.7 元 /方。 ◼ 供需分析 ...

Industry Overview - In 2025, the Chinese chemical industry is experiencing a complex situation of cyclical bottoming and structural optimization, with significant internal differentiation [2] - Traditional basic chemicals are seeing slowed growth and prominent supply-demand structural contradictions, while specific sub-sectors are maintaining strong growth, becoming new engines for industry development [2] High-Profit Sectors Analysis - The pharmaceutical sector, particularly in chemical preparations, has an average profit margin exceeding 22%, driven by rigid demand, aging population, and high entry barriers [6][7] - The raw materials segment also maintains a profit margin around 22%, with companies like Hai Sheng Pharmaceutical and Senxuan Pharmaceutical expected to exceed 30% in annual profit margins [6][7] - The rubber deep processing sector, benefiting from the rapid development of the new energy vehicle industry, has an average profit margin of about 22%, with companies like Litong Technology and Kelong New Materials showing average profitability above 24% [8][9] - The oil and gas sector, with an average profit margin of 22%, is experiencing profit improvements due to the gradual relaxation of oil exploration and extraction permissions by the government [10] Low-Profit Sectors Analysis - The gas sector, with an average profit margin below 3%, faces challenges from price volatility and regulatory constraints, limiting its growth potential [11] - The traditional chemical products sector also struggles with an average profit margin below 3%, impacted by overcapacity and weak demand [12][13] - The petrochemical trade sector, similarly, has an average profit margin below 3%, reflecting deep-seated contradictions of overcapacity and declining demand for refined oil products [13] - The chemical fiber sector is facing profitability issues due to low demand in textiles and oversupply of conventional fibers [13] Industry Insights - The chemical industry is highly influenced by macroeconomic factors, with demand being the core variable determining product prosperity [14] - Key trends for 2025 include a shift towards high-value-added segments, the rise of the new energy industry reshaping demand structures, and the release of policy dividends in oil and gas sectors [14] - Companies like Bluestar Technology demonstrate that differentiation and technological upgrades can provide pathways for success in overcapacity industries [14]

近期事件近期热点围绕俄乌冲突概念及公司资源布局。新天然气作为新疆城市燃气供应商，受益于地缘 政治因素，欧盟超40%天然气从俄罗斯进口，冲突可能推升天然气价格。公司三塘湖区块探矿权取得进 展，该区块煤炭资源量20.93亿吨，拟通过清洁转化拓展能源业务，于2025年2月获探矿权证，5月完成 地震验收。此外，人民银行2月11日开展逆回购操作净投放4035亿元，宏观流动性宽松可能间接支撑能 源板块。公司2025年前三季度营收29.70亿元(同比增0.20%)，净利润8.15亿元(同比降7.53%)，因上游资 源投入致费用增加。 经济观察网新天然气（603393）近7日股价呈现波动走势。2月11日股价上涨3.51%，收盘报29.81元，成 交额3.12亿元，但近3日主力资金净流出4305.03万元。2月12日股价继续上涨0.97%，收盘报30.10元，成 交额2.68亿元。2月13日股价回调，下跌2.19%，收盘报29.44元，成交额1.33亿元，主力资金净流出 1569.36万元。技术面显示，股价近期靠近压力位29.86元，布林带上轨为31.44元，支撑位27.60元， MACD指标偏弱，需关注突破情况。近5日累计涨 ...