Zhitong Finance App News, after the market on October 26, Binhai Investment (02886) announced the business conditions for the first three quarters ending September 30, 2026. Judging from the unaudited operating data disclosed in the announcement, the company's traditional pipeline gas business has maintained steady growth, and the number of users continues to expand. At the same time, two new business segments, value-added services and integrated energy, have been implemented in an orderly manner, and the group is promoting business structure optimization in accordance with the established strategy.
According to the announcement, the Group's pipeline gas sales volume in the first three quarters was about 1.7 billion cubic meters, an increase of about 4% over the previous year. Among them, pipeline gas sales were about 1.2 billion cubic meters, up about 5% year on year, including about 970 million cubic meters of gas sold to industrial and commercial users, up about 5% year on year; consumer gas sales volume was about 230 million cubic meters, up about 6% year on year; and pipeline gas was about 500 million cubic meters, up about 1% year on year.
In terms of connection business, the Group added about 26,500 new connected households in the first three quarters, with a cumulative total of about 2.47 million connected households. The Group continues to seize opportunities for urban renewal and renovation of old neighborhoods, actively increase market development efforts, and continuously expand the customer base.
In terms of value-added services, the Group has formed four major business segments: smart home, home service, extended maintenance services and insurance business. As of September 30, 2026, the Group continues to promote the customer service grid service pilot, and at the same time insist on combining deep regional cultivation with extraterritorial expansion to help the value-added service business penetrate on a large scale from private customers to public domain customers, and further broaden the space for business growth.
In terms of integrated energy business, the Group relies on customer resources and government collaboration advantages. Deqing Qiyuan Intelligent Control Energy Service Co., Ltd., a joint venture for comprehensive energy business, has invested abroad to build two photovoltaic projects in the Yangtze River Delta region, taking the lead in implementing integrated energy projects, and has accumulated experience for the subsequent formation of a comprehensive energy business model that can be replicated and promoted.
The Group said that in the face of a complex and changing external environment, it will focus on the three core lines of “consolidating the basic market of the urban combustion business, vigorously developing value-added services, and accelerating the transformation to a comprehensive energy supplier” to optimize the business structure, enhance operational resilience, continue to expand the scale of terminal service users, expand the volume of value-added services business, and further enhance comprehensive profitability.