Investment Rating - The industry investment rating is "Overweight" [5][16]. Core Insights - The average weekly price of liquid oxygen and nitrogen has slightly increased, while the price of liquid argon continues its significant year-on-year upward trend. Rare gases are experiencing low-level fluctuations [2][5]. - Hangyang Group has won a bid for a nitrogen production equipment project at a refinery in West Africa, which is the largest refining project in the region with an annual crude oil processing capacity of 10 million tons and a total investment of approximately 6 billion USD [2][5]. - The successful trial operation of a high-pressure CO2 compressor by ShanGu CCS marks a significant breakthrough in carbon capture and storage technology in China [2][5]. Price Trends - As of January 29, 2026, the weekly price data for gases is as follows: 1. Liquid Oxygen: Average price is 336 CNY/ton, with a 0.9% increase month-on-month and a 0.6% decrease year-on-year 2. Liquid Nitrogen: Average price is 364 CNY/ton, with a 0.5% increase month-on-month and a 2% increase year-on-year 3. Liquid Argon: Average price is 1104 CNY/ton, with a 3.83% decrease month-on-month and a 144.83% increase year-on-year 4. Rare Gases: High-purity helium gas (cylinder) is 80.21 CNY/cubic meter, with a 5.32% decrease month-on-month and a 17.85% decrease year-on-year [5][6][10]. Company Recommendations - Recommended stocks include Hangyang Co., Ltd. and ShanGu Power, with related stocks being Fostar and Zhongtai Co., Ltd. [5][6].

公司公告汇总：陕鼓动力为全资子公司EKOL公司提供折合人民币约0.3146亿元的担保。 截至2026年1月30日收盘，陕鼓动力（601369）报收于10.66元，较上周的10.49元上涨1.62%。本周，陕 鼓动力1月26日盘中最高价报11.14元，股价触及近一年最高点。1月30日盘中最低价报10.11元。陕鼓动 力当前最新总市值183.72亿元，在专用设备板块市值排名18/177，在两市A股市值排名1161/5184。 本周关注点 西安陕鼓动力股份有限公司为全资子公司EKOL,spol.sr.o.向银行申请授信提供担保，本次担保金额合计 折合人民币约0.3146亿元，担保方式为备用信用证，反担保由EKOL公司以其固定资产、存货及持有下 属子公司的股权等资产提供抵质押。截至公告日，公司及其控股子公司对外担保总额为2.8494亿元，占 最近一期经审计净资产的3.21%，无逾期担保。该事项已经公司第九届董事会第十七次会议审议通过。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 公司公告汇总 ...

重要内容提示： ● 担保对象及基本情况 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 ■ ● 累计担保情况 ■ 为推进西安陕鼓动力股份有限公司（以下简称"公司"）全资子公司EKOL,spol.sr.o.（以下简称"EKOL公 司"）的业务发展，EKOL公司向银行申请折合人民币2.35亿元授信额度，用于在银行开立特尔迷采 Trmice32 MWt生物质锅炉EPC项目的保函。公司通过备用信用证为EKOL公司上述授信额度提供担保， EKOL公司以其固定资产、存货及持有下属子公司的股权等资产向公司提供资产抵质押反担保。 近期，因EKOL公司向银行申请授信，公司合计为EKOL公司提供的担保折合人民币约0.3146亿元，公 司为EKOL公司提供担保的详细信息（包括担保人、被担保人、担保金额、担保期限、债权人）见下 表： ■ （二）内部决策程序 公司于2025年10月23日召开第九届董事会第十七次会议，审议通过了《关于公司向EKOL公司提供授信 担保的议案》，同意公司为EKOL公司授信额度提供总额不超过人民币2.35亿元的担保，EKOL公 ...

证券代码：601369 证券简称：陕鼓动力 公告编号：临2026-001 西安陕鼓动力股份有限公司 关于为 EKOL 公司提供担保的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 担保对象及基本情况 | 被担保人名称 | 本次担保金额 | | 实际为其提供的 担保余额（不含本 | | 是否在前期 预计额度内 | 本次担保是 否有反担保 | | --- | --- | --- | --- | --- | --- | --- | | | | | 次担保金额） | | | | | EKOL,spol.sr.o. | 合计折合人民币 | | 合计折合人民币 | | 是 | 是 | | | 约 0.3146 | 亿元 | 约 0.4994 | 亿元 | | | 一、担保情况概述 （一）担保的基本情况 为推进西安陕鼓动力股份有限公司（以下简称"公司"）全资子公司 EKOL,spol.sr.o.（以下简称"EKOL 公司"）的业务发展，EKOL 公司向银行申请 折合人民币 2.35 亿元授信额度，用于在银行开立特尔 ...

近日，陕煤榆林化学400万吨／年碳捕集与封存示范项目现场传来信息，由陕西鼓风机（集团）有限公 司（简称"陕鼓"）自主研制的CO₂压缩机一次试车成功，关键运行参数全面达标。 二氧化碳捕集与封存，简称CCS，是指通过技术手段捕获工业生产中排放的二氧化碳，并将其安全封存 的过程。该技术是实现大规模减排、应对气候变化的关键路径之一，在我国推进"双碳"目标的进程中具 有战略意义。 本次试车成功的设备，是国内应用于CCS项目的15兆帕等级单轴离心式二氧化碳压缩机，被称为项目 的"动力心脏"。该机组排气压力高、介质密度大，技术难度显著。面对高压下二氧化碳物理性质复杂、 易引发机组振动等行业共性难题，陕鼓技术团队开展了系统性攻关，有效解决了高压高密度介质压缩中 的多项技术瓶颈。 早在2021年，陕鼓联合多家高校和企业共同成立了"应对气候变化和碳捕集利用与封存产业技术协同创 新中心"，旨在整合创新资源，构建碳捕集、利用与封存全流程的自主技术平台。目前已形成覆盖30万 至100万吨年处理量、排气压力15兆帕以下的二氧化碳压缩机产品系列，并为多个国家级示范项目提供 定制化解决方案。 其中，采用陕鼓压缩机组的国家能源集团50万吨／年 ...

1月26日，陕鼓动力涨5.15%，截至发稿，报11.03元/股，成交2.50亿元，换手率1.37%，总市值190.10亿 元。 易方达中证红利低波动ETF（563020）基金经理为宋钊贤。 截至发稿，宋钊贤累计任职时间5年145天，现任基金资产总规模598.17亿元，任职期间最佳基金回报 68.14%， 任职期间最差基金回报-27.57%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，任何在本文出现的信息（包括但 不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验，因此本文内 容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 资料显示，西安陕鼓动力股份有限公司位于陕西省西安市高新区沣惠南路8号，成立日期1999年6月30 日，上市日期2010年4月28日，公司主营业务涉及透平压缩机组、工业流程能量回收装置和透平鼓风机 组等各种透平机械及系统的开发、制造、成套销售和服务。主营业务收入构成为：能量转 ...

Investment Rating - The industry investment rating is "Overweight" [4][15]. Core Insights - The weekly average price of liquid gas has slightly decreased, while the weekly average price of liquid argon continues to show a significant year-on-year increase. Rare gases are experiencing low-level fluctuations [2][4]. - Notable events include Guanggang Gas winning a supply contract for TCL's 8.6 generation OLED printing and Hangyang successfully winning contracts for four sets of 100,000 cubic meter air separation units for the National Energy Yulin Circular Economy Coal Comprehensive Utilization Project [2][4]. Price Trends - As of January 22, 2026, the weekly price situation for gases is as follows: 1. Liquid Oxygen: Average price of 333 RMB/ton, down 0.3% month-on-month, down 3.8% year-on-year 2. Liquid Nitrogen: Average price of 362 RMB/ton, up 0.2% month-on-month, down 1.6% year-on-year 3. Liquid Argon: Average price of 1,148 RMB/ton, down 2.63% month-on-month, up 131.22% year-on-year 4. Rare Gases: - High-purity helium (cylinder): Average price of 84.71 RMB/cubic meter, down 2.06% month-on-month, down 13.24% year-on-year - High-purity helium (40L cylinder): Average price of 607.14 RMB/cylinder, down 0.15% month-on-month, down 7.86% year-on-year - Xenon: Average price of 20,785.71 RMB/cubic meter, down 1.02% month-on-month, down 28.33% year-on-year - Krypton: Average price of 190 RMB/cubic meter, unchanged month-on-month, down 39.68% year-on-year - Neon: Average price of 110 RMB/cubic meter, unchanged month-on-month, down 12% year-on-year [4][6][7]. Company Recommendations - Recommended stocks include Hangyang Co., Ltd. and Shaanxi鼓动力, with related stocks being Zhengfan Technology, Fostar, and Zhongtai Co., Ltd. [4][5].

Investment Rating - The industry investment rating is "Overweight" [4] Core Insights - The report indicates a slight decline in the weekly average price of liquid gas, while the weekly average price of liquid argon continues to show a significant year-on-year increase. Rare gases are experiencing low-level fluctuations in their weekly average prices. Notable events include Guanggang Gas winning a supply contract for TCL's 8.6 generation OLED printing and Hangyang successfully winning contracts for four sets of 100,000 cubic meter air separation units for the National Energy Yulin Circular Economy Coal Comprehensive Utilization Project [2][4]. Price Trends - As of January 22, 2026, the weekly price data for gases is as follows: 1. Liquid Oxygen: Average price of 333 CNY/ton, down 0.3% month-on-month, down 3.8% year-on-year 2. Liquid Nitrogen: Average price of 362 CNY/ton, up 0.2% month-on-month, down 1.6% year-on-year 3. Liquid Argon: Average price of 1,148 CNY/ton, down 2.63% month-on-month, up 131.22% year-on-year 4. Rare Gases: - High-purity helium (cylinder): Average price of 84.71 CNY/cubic meter, down 2.06% month-on-month, down 13.24% year-on-year - Bottled high-purity helium (40L): Average price of 607.14 CNY/bottle, down 0.15% month-on-month, down 7.86% year-on-year - Xenon: Average price of 20,785.71 CNY/cubic meter, down 1.02% month-on-month, down 28.33% year-on-year - Krypton: Average price of 190 CNY/cubic meter, unchanged month-on-month, down 39.68% year-on-year - Neon: Average price of 110 CNY/cubic meter, unchanged month-on-month, down 12% year-on-year [4][5]. Company Recommendations - Recommended stocks include Hangyang Co., Ltd. and Shaanxi鼓动力, with related stocks being Zhengfan Technology, Fostar, and Zhongtai Co., Ltd. [4][5].

Core Insights - The exhibition "Building a Strong Nation Road - Achievements of China's Manufacturing during the 14th Five-Year Plan" showcases significant advancements in China's manufacturing sector, focusing on intelligent, green, and integrated manufacturing, as well as the modernization of industrial chains [1][3] Group 1: Key Technologies and Innovations - The AV140 axial flow compressor, developed by Shaangu Group, is the world's largest of its kind, featuring a rotor diameter of 1.4 meters, a total weight of 400 tons, a maximum airflow of 20,000 cubic meters per minute, and an efficiency exceeding 92% [1][2] - This compressor represents a major breakthrough in the localization of high-end equipment, breaking the long-standing monopoly of Western countries in the technology of large axial flow compressors used in aerospace and supersonic wind tunnels [2] - The compressor has been recognized as a "single champion product" in Chinese manufacturing and is widely used in critical industrial processes such as aerospace engine high-altitude simulation tests and energy storage [2] Group 2: Environmental Impact and Carbon Capture - The National Energy Group's 500,000 tons/year CCUS demonstration project is the largest of its kind in Asia, having captured 500,000 tons of CO2 annually with a capture rate exceeding 90% and a 100% storage and utilization rate [2] - The CCUS project has been operational for nearly three years and has been recognized in the top ten technological innovations by the National Energy Administration for 2023 [2] - The project exemplifies China's industrial achievements in carbon reduction and highlights the role of Shaangu's compressor as a key power source in the carbon capture system [2][3]

Investment Rating - The report assigns an "Accumulate" rating for the industrial gas industry [2][7]. Core Insights - The average weekly price of liquid oxygen and liquid nitrogen remains stable year-on-year, while the average price of liquid argon continues to rise year-on-year. Rare gases are experiencing low-level fluctuations [3][6]. - The acquisition of South Korean gas company DIG Airgas by Air Liquide has been completed, which will double the number of employees in Korea and increase total sales to €900 million, enhancing the group's position in this growing economy [3][6]. Price Trends - As of January 15, 2026, the weekly price data for gases is as follows: 1. Liquid Oxygen: Average price of 335 CNY/ton, down 0.3% month-on-month, down 8.7% year-on-year 2. Liquid Nitrogen: Average price of 361 CNY/ton, down 0.6% month-on-month, down 5% year-on-year 3. Liquid Argon: Average price of 1179 CNY/ton, down 1.01% month-on-month, up 117.83% year-on-year 4. Rare Gases: High-purity helium (cylinder): Average price of 86.5 CNY/cubic meter, down 0.98% month-on-month, down 12.18% year-on-year; Xenon: Average price of 21,000 CNY/cubic meter, stable month-on-month, down 27.59% year-on-year; Krypton: Average price of 190 CNY/cubic meter, stable month-on-month, down 39.68% year-on-year; Neon: Average price of 110 CNY/cubic meter, stable month-on-month, down 12% year-on-year [6][8][11]. Industry Operating Rates - The average weekly operating load rate for China's industrial gas sector is 66.73% as of December 31, 2025, with a month-on-month decrease of 1.88 percentage points [5][9]. Recommended Stocks - Recommended stocks include Hangzhou Oxygen Plant (杭氧股份) and Shaanxi鼓动力 (陕鼓动力), with related stocks being Zhengfan Technology (正帆科技), Fostar (福斯达), and Zhongtai Co. (中泰股份) [6][7].