| Industry | 电力、热力、燃气及水的生产和供应业 | ||||||||||||||||||||||||
| Company Introduction | 新疆鑫泰天然气股份有限公司（以下简称“新天然气”）成立于2000年3月，2016年9月在上海证券交易所主板挂牌上市, 总股本42392万股。二十年来，新天然气在新疆天山南北八个城市长期从事城市天然气输配销售与安装业务，创造了良好的经济和社会效益。 一、基本情况 1.城燃板块：新天然气是一家在新疆地区主营城市天然气输配与销售业务，涵盖民用、商用、车用和工业园区天然气等领域，在行业内享有较高的知名度和良好的商业信誉。目前经营区域已覆盖新疆乌鲁木齐市米东区和高新区（一镇两乡）、五家渠市、阜康市、库车县、焉耆县、和硕县及博湖县等8个县（市、区），先后投资设立了13家全资及控股公司。截至2020年9月30日，公司城市燃气业务的运营管道（包括长输管线和城市主干网管线）长度达1036公里，调配站22座、加气站20座。在城市管道燃气的基础网络设施、管理用户等方面具有较为明显的区域市场规模优势。 2.煤层气板块：新天然气通过对亚美能源的收购，获得优质的煤层气勘探、开发和运营资产。亚美能源潘庄和马必项目煤层气总产量由2016年5.41亿立方米逐年增长，2020年突破10亿立方米，净销量达7.15亿立方米，产量和销量不断达到新高。2P储量达252.86亿立方米，为公司持续发展提供强力气源保障。 二、产业并购 亚美能源控股有限公司（以下简称“亚美能源”）是一家注册于开曼群岛，在香港联交所主板上市的公司（股票代码：2686.HK），总股本33.4亿股。主要运营资产在山西省沁水盆地潘庄和马必区域从事煤层气的勘探、开发和生产，具有较为丰富的煤层气资源，其煤层气探明地质储量居中国各盆地之首。为实现新天然气能源全产业链化的战略目标，新天然气于2018年8月底通过自有资金及并购贷款的形式筹集26亿元人民币，在较短的时间内完成了对亚美能源跨境跨省煤层气的收购，持股比例为50.5%，初步实现了全产业链化经营格局。2021年7月，新天然气继续增持亚美能源股票1.8亿股，增持比例为5.33%，截止目前，持股比例为56.98%。 新天然气通过对亚美能源的收购控股境外上市公司搭建国际资本平台。?A+H股的“双轮格局”，对长期发展具有深远的战略意义和价值。这不仅符合新天然气“能源全产业链化、高新科技化、国际化、金融化的“四化发展战略”，也符合并满足国家中长期煤层气产业发展的政策要求。新天然气收购亚美能源，除了产业链能向上游开采延伸外，同时依托邻近天然气管道以及国家油气管网公司管道更好地辐射中原以及全国下游优质客户，实现从区域性向全国性的重大转变。 三、商业模式 基于新天然气多年来在中游城市天然气输配管理和下游用户拓展方面积累的经验，并实施了对亚美能源煤层气的收购，未来将实现“上有资源、中有管网、下有客户”的全产业链化经营格局。未来发展主要是围绕产能和利润这两个方面：一是纵深与横向拓展上游资源储量，优化合作开发模式，加大投资开采力度，加速释放产销能力；二是全力打造“上、中、下游”全产业链，形成集“产销、输配、加工”为一体的产业链商业模式。 四、发展目标 当前，在国家“双碳”政策的引领下，天然气行业处于能源结构调整、内生性需求巨大、进口替代的战略机遇期。未来，公司将坚定不移的深耕清洁能源行业，励志成为一家国内一流、国际领先的全产业链化发展的清洁能源集团企业，为国家清洁能源的发展贡献鑫泰的力量，同时以良好的业绩及分红回报广大中小股东，用实际行动回馈社会！ | ||||||||||||||||||||||||
| Main Business | 从事城市天然气的输配、销售、入户安装以及煤层气勘探开发业务 | ||||||||||||||||||||||||
| Legal Representative | 张蜀 | ||||||||||||||||||||||||
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| Company Secretary | 刘东 | ||||||||||||||||||||||||
| Solicitors | 北京市君合律师事务所 | ||||||||||||||||||||||||
| Auditors | 中审众环会计师事务所（特殊普通合伙） | ||||||||||||||||||||||||
| Tel No | 15160985086;0991-3376700 | ||||||||||||||||||||||||
| Fax No | 0991-3328990 | ||||||||||||||||||||||||
| Website | www.xjxtrq.com | ||||||||||||||||||||||||
| xintairq@163.com | |||||||||||||||||||||||||
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| Listing Date | 12/09/2016 | ||||||||||||||||||||||||
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| EPS(RMB)* | ¥ 2.470 | ||||||||||||||||||||||||
| DPS(RMB)* | ¥ 0.900 | ||||||||||||||||||||||||
| NBV Per Share(RMB)* | ¥ 17.282 | ||||||||||||||||||||||||
| Market Capitalization(RMB) | 13.838B |
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| * | Unadjusted Data |
| Information provided by: etnet | ||
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