Analysis of Shouhua Gas (300483) Strong Performance: Driven by Technological Breakthroughs and Industry Trends

Shouhua Gas (300483) recently entered the strong stock pool [2], and its strong performance is mainly driven by multiple factors. The company focuses on deep coalbed methane extraction; its holding subsidiary Zhonghai Wobang has 88.7 billion cubic meters of deep coalbed methane geological reserves [0]. Since 2023, China’s deep coalbed methane exploration and development technology has achieved major breakthroughs, making it a new highlight in natural gas production growth [0]. In terms of stock price, it has risen by approximately 100% from the beginning of 2025 to the present, hitting a 20% daily limit on November 14 with a closing price of 18.96 yuan [1]. The number of shareholders decreased from 27,930 on October 20 to 20,079 on November 10, indicating an increase in shareholding concentration [0]. At the industry level, Sinopec established a coalbed methane subsidiary, and the three major oil companies have gathered in deep coalbed methane development, leading to a development boom in the industry [0].

1. Resonance of Technology and Policy
   : The combination of deep coalbed methane technological breakthroughs and industry policy support is the core logic behind the stock price rise [0].
2. Concentrated Shareholding
   : The decrease in the number of shareholders reflects enhanced investor confidence, and institutional holdings may increase [0].
3. Industry Trend
   : As an important source of natural gas increment, deep coalbed methane is expected to have a potential of over 30 billion cubic meters by 2035, accounting for 60% of natural gas increment [0], indicating broad long-term growth space for the industry.

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• Deep coalbed methane development has become a beneficiary area in the rotation of the natural gas sector [0], and industry expansion is accelerating under policy support [3].
• The company has leading technology and abundant reserves, and is expected to gain an advantage in industry growth [0].

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• Deep coalbed methane extraction has high technical difficulty, with risks of cost control issues and production falling short of expectations [0].
• Fluctuations in natural gas prices may affect the company’s profitability [0].

: Industry opportunities take precedence over short-term risks, and long-term investment value is prominent [3].

Shouhua Gas (300483)'s strong performance stems from factors such as technological breakthroughs, industry trends, and concentrated shareholding. The deep coalbed methane industry is in a stage of rapid development, and as a leader in the specific segment, the company has long-term growth potential. Investors should pay attention to technological progress, production release, and changes in industry policies [0].