Analysis Report on Shouhua Gas's Strong Performance

Shouhua Gas Technology (Shanghai) Co., Ltd. is an enterprise focusing on natural gas business, with 100% of its main business related to natural gas, especially in the field of coalbed methane extraction [0]. The company’s holding subsidiary Zhonghai Wobang has 88.7 billion cubic meters of deep coalbed methane geological reserves in the Shilou West Block, and this resource advantage forms the foundation of the company’s core competitiveness [0].

Its Q3 2025 performance improved significantly, with revenue and net profit achieving substantial growth, providing solid fundamental support for the strong stock price [0]. As a representative enterprise in the deep earth economy field, the company has a leading technical advantage in deep coalbed methane development, and recently made important breakthroughs in technology, becoming the core driver of the stock price rise [0].

From the technical perspective, Shouhua Gas rose by 20% in a single day on November 14, hitting an annual high, showing strong upward momentum [0]. After the stock price broke through the previous high, it entered the strong stock pool, and technical indicators show an obvious bullish pattern. Institutional capital attention has increased significantly, and the decrease in the number of shareholders indicates increased chip concentration, which is conducive to the sustained performance of the stock price [0].

National energy policies strongly support the development of natural gas and coalbed methane industries, providing a good policy environment for the entire industry [0]. Against the background of energy transition and carbon neutrality, natural gas is becoming increasingly important as a clean energy source, and coalbed methane, as an important part of unconventional natural gas, is receiving key policy support.

The company not only has advantages in the traditional coalbed methane extraction field but also is actively expanding its industrial chain, considering developing new business directions such as natural gas helium extraction and hydrogen production [0]. This industrial chain extension strategy is expected to further enhance the company’s profitability and market competitiveness.

As a representative enterprise in the deep earth economy field, Shouhua Gas aligns with the national energy security strategy direction, and the breakthrough in deep coalbed methane development technology has important strategic significance [0]. This concept is sought after by capital in the current market environment, providing additional upward momentum for the company’s stock price.

From the perspective of capital flow, institutional capital’s attention to Shouhua Gas has significantly increased [0]. In the current market environment, high-quality targets with performance support and policy benefits have become the focus of institutional capital allocation, and the decrease in the number of shareholders indicates that institutions are actively building positions.

1. Growth Space from Technological Breakthroughs
   : Breakthroughs in deep coalbed methane technology are expected to significantly increase the company’s production capacity and efficiency
2. Continuous Release of Policy Dividends
   : National support policies for clean energy will continue to provide impetus for industry development
3. Value of Industrial Chain Extension
   : New businesses such as natural gas helium extraction and hydrogen production are expected to open up new profit growth points
4. Resource Monopoly Advantage
   : 88.7 billion cubic meters of geological reserves provide long-term development security

1. Technical Risk
   : Deep coalbed methane development has high technical requirements, and there are risks of immature technology or cost exceeding expectations
2. Policy Change Risk
   : Adjustments to energy policies may affect the industry’s development speed and the company’s profit level
3. Market Volatility Risk
   : There is pressure for technical adjustment after a large short-term increase
4. Industry Competition Risk
   : As the industry develops, intensified competition may affect the company’s market share

Shouhua Gas (300483)'s strong performance is based on the combined effect of multiple factors. The company’s technological breakthroughs and resource advantages in the deep coalbed methane field constitute its core competitiveness, and the performance improvement in Q3 2025 verifies the positive trend of fundamentals. Policy support provides a good external environment for industry development, while institutional capital attention provides liquidity support for the stock price.

From the perspective of sustainability, the company’s technical advantages and resource reserves lay the foundation for long-term development, but short-term attention should be paid to the risk of technical adjustment. Investors should focus on the company’s progress in deep coalbed methane development, new business expansion, and changes in the policy environment.