Deep Analysis of Shouhua Gas (300483) Strong Performance: Drivers, Market Impact, and Outlook

This analysis is set against the background of Shouhua Gas (300483) entering the strong stock pool on November 17, 2025 (UTC+8). The key price change event occurred on November 14, 2025, when the stock hit the 20% daily limit.

##1. Executive Summary
This analysis is based on the event that Shouhua Gas (300483) entered the strong stock pool published by tushare_strong_pool. Core drivers include cold wave weather leading to a surge in natural gas demand [5], national energy security policy support [0,1], significant inflow of main funds [0], and increased chip concentration [0]. Key findings: The stock rose by the 20% daily limit to 18.96 yuan on November 14 [3], with a net inflow of 65.6287 million yuan on that day; 2024 revenue increased by 25.38% but net profit was -19.2870 million yuan [2]. Main impacts: The gas sector was driven up, and market attention to clean energy-related stocks increased.

##2. Comprehensive Analysis
###2.1 Business Profile
Shouhua Gas (300483) focuses 100% of its main business on natural gas sales and pipeline transportation [0]. In 2024, its revenue was 5.196 billion yuan, up 25.38% year-on-year, but the net profit attributable to the parent company was -19.2870 million yuan [2]. In the company’s business model, natural gas sales, pipeline transportation, and related businesses form a closed loop [4], enhancing competitiveness. In addition, the company is also involved in photovoltaic glass and float glass businesses [0].

###2.2 Price & Fund Performance
On November 14, the stock rose by the 20% daily limit, closing at 18.96 yuan [3], with a net inflow of 65.6287 million yuan from main funds on that day [0]. The number of shareholders decreased, and chip concentration increased [0]. According to Xueqiu data [6], market attention to this stock has increased significantly recently.

###2.3 Market Drivers
Cold wave weather led to a significant increase in natural gas demand expectations [5], driving the collective rise of the gas sector. The company benefited from national energy security strategy and clean energy policy support [0,1], becoming a market focus.

##3. Key Insights

• Cross-domain Synergy
  : Short-term cold wave weather (meteorological factor), medium-term policy support (policy factor), and long-term capital inflow (capital factor) form a synergistic effect, driving the stock price up [0,5].
• Fundamental vs Momentum
  : Although short-term momentum is strong, the 2024 net profit loss indicates that fundamentals still need improvement [2], so subsequent performance changes need attention.

##4. Risks & Opportunities

• Fundamental Weakness
  : 2024 net profit loss reflects that the company’s profitability needs to be improved [2].
• Temporary Weather Effect
  : The demand growth brought by the cold wave may be a short-term phenomenon [5].

• Policy Support
  : National energy security and clean energy policies will benefit the natural gas industry in the long term [0,1].
• Capital Concentration
  : Increased chip concentration is conducive to stable growth of the stock price [0].

##5. Key Information Summary
Shouhua Gas (300483) recent strong performance is driven by multiple factors, but investors need to consider short-term momentum and long-term fundamentals comprehensively. The company’s business focuses on natural gas, benefiting from policy and short-term demand growth, but the net profit loss issue needs continuous attention.