内容概况：中国氧化亚氮行业正处在一个"总量稳健增长、结构深度调整、政策强力驱动"的深刻变革 期。2024年，中国氧化亚氮行业市场规模约为47.62亿元，同比增长12.87%。一方面，电子和半导体领 域作为对气体纯度要求最高（通常需达6N级别）、技术壁垒最厚的应用，正成为驱动产业向价值链上 游攀升的核心引擎。另一方面，医疗、食品饮料等传统领域需求保持稳定，但正面临日益严格的监管与 安全要求。 相关上市企业：金宏气体（688106）、华特气体（688268） 相关企业：成都云图控股股份有限公司、四川金象赛瑞化工股份有限公司、云南铜业股份有限公司、江 西铜业股份有限公司、铜陵有色金属集团股份有限公司、云南云天化股份有限公司、湖北宜化化工股份 有限公司、福建龙净环保股份有限公司、国家电投集团远达环保股份有限公司、中国石油天然气股份有 限公司、中芯国际集成电路制造有限公司、北方华创科技集团股份有限公司 关键词：氧化亚氮、氧化亚氮市场规模、氧化亚氮行业现状、氧化亚氮发展趋势 氧化亚氮（化学式：N₂O），又称一氧化二氮或"笑气"，是一种无色、有甜味的气体，具有氧化性和轻 微麻醉作用。常温下稳定，密度大于空气，微溶于水，可溶 ...

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、准确性和完整性依法承担法律责任。 一、募集资金基本情况 根据中国证券监督管理委员会于2020年5月20日出具的《关于同意苏州金宏气体股份有限公司首次公开 发行股票注册的批复》（证监许可〔2020〕941号），金宏气体股份有限公司（以下简称"公司"）获准 向社会公开发行人民币普通股（A股）12,108.34万股，每股面值为人民币1元，发行价格为每股人民币 15.48元，募集资金总额为人民币187,437.10万元。扣除发行费用人民币11,486.04万元后，公司本次募集 资金净额为人民币175,951.06万元。截至2020年6月11日，上述募集资金已全部到位，并经容诚会计师事 务所（特殊普通合伙）审验，于2020年6月11日出具了"容诚验字[2020]230Z0085号"的《验资报告》。 二、募集资金管理情况 为规范公司募集资金管理，提高募集资金使用效率，保护投资者权益，根据《上市公司募集资金监管规 则》《上海证券交易所科创板上市公司自律监管指引第1号一一规范运作》等法律法规以及规范性文件 和《公司章程》《募 ...

证券代码：688106 证券简称：金宏气体 公告编号：2026-002 转债代码：118038 转债简称：金宏转债 金宏气体股份有限公司 关于注销部分募集资金专项账户的公告 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、准确性和完整性依法承担法律责任。 一、募集资金基本情况 根据中国证券监督管理委员会于 2020 年 5 月 20 日出具的《关于同意苏州金 宏气体股份有限公司首次公开发行股票注册的批复》（证监许可〔2020〕941 号）， 金宏气体股份有限公司（以下简称"公司"）获准向社会公开发行人民币普通股 （A 股）12,108.34 万股，每股面值为人民币 1 元，发行价格为每股人民币 15.48 元，募集资金总额为人民币 187,437.10 万元。扣除发行费用人民币 11,486.04 万 元后，公司本次募集资金净额为人民币 175,951.06 万元。截至 2020 年 6 月 11 日， 上述募集资金已全部到位，并经容诚会计师事务所（特殊普通合伙）审验，于 2020 年 6 月 11 日出具了"容诚验字[2020]230Z0085 号"的《 ...

Group 1 - The core point of the news is that Jin Hong Gas experienced a decline of 5.02% in its stock price, reaching 24.24 yuan per share, with a trading volume of 308 million yuan and a turnover rate of 2.59%, resulting in a total market capitalization of 11.683 billion yuan [1] - Jin Hong Gas Co., Ltd. is located in Suzhou, Jiangsu Province, and was established on October 28, 1999, with its listing date on June 16, 2020. The company's main business involves the research, production, sales, and service of gases [1] - The revenue composition of Jin Hong Gas includes bulk gases at 41.52%, specialty gases at 31.64%, on-site gas production and rental at 12.98%, gas at 9.30%, and other supplementary sources at 4.55% [1] Group 2 - From the perspective of major circulating shareholders, Xingsheng Global Fund holds a position in Jin Hong Gas, specifically through the fund "Xingquan Multi-Dimensional Value Mixed A" (007449), which held 3.3655 million shares, unchanged from the previous period, accounting for 0.7% of circulating shares [2] - The estimated floating loss for the fund today is approximately 4.3078 million yuan [2] - The fund "Xingquan Multi-Dimensional Value Mixed A" was established on June 12, 2019, with a current scale of 4.3 billion yuan. Year-to-date returns are 9.69%, ranking 1369 out of 8846 in its category; the one-year return is 64.51%, ranking 1064 out of 8091; and since inception, the return is 179.52% [2]

Group 1 - The core viewpoint of the article highlights that Jin Hong Gas has achieved significant overseas sales revenue and is expanding its global operations through the establishment of a subsidiary in Spain [2] - In 2024, the company reported overseas sales revenue of 65.67 million yuan, utilizing a dual model of direct and trade exports to ensure stable supply and service efficiency in international markets [2] - The establishment of the Spanish subsidiary in 2025 marks a strategic shift from "product export" to "business model expansion," reinforcing the company's global service network and supporting its globalization strategy [2]

Group 1 - The company, Jin Hong Gas, positions itself as a comprehensive gas service provider, offering a one-stop gas supply solution for various specialty and bulk gases [2] - The company's product offerings include helium, ammonia, silane, and argon, which are applicable in military-related production processes [2]

Group 1 - The core viewpoint of the article highlights the significant increase in the stock price of Jinhong Gas, which rose by 9.57% to close at 25.52 yuan on January 19 [1] - A large block trade occurred, with a total transaction volume of 1.204 million shares and a transaction amount of 22.7321 million yuan [1] - The first transaction price was 18.88 yuan, with a total of 1.204 million shares traded, resulting in a premium rate of -26.02% [1] Group 2 - The buyer of the block trade was from the Xi'an Century Avenue Securities branch of China Merchants Securities, while the seller was from the Beijing Jianwai Street Securities branch of CITIC Securities [1] - Over the past three months, there has been one block trade for this stock, with a total transaction amount of 22.7321 million yuan [1] - In the last five trading days, the stock has increased by 7.68%, with a total net inflow of 58.3044 million yuan from main funds [1]

Core Viewpoint - Jin Hong Gas (688106) reported a revenue of 2.031 billion yuan for the first three quarters of 2025, marking a 9.33% increase year-on-year, while net profit decreased by 44.9% to 116 million yuan [1] Group 1: Company Overview - Jin Hong Gas was established in 1999 and went public on the Sci-Tech Innovation Board in 2020, specializing in the research, production, sales, and integrated solutions of gases [1] - The company aims to be a leader in the gas industry by providing innovative and sustainable gas solutions [1] Group 2: Financial Performance - For the first three quarters of 2025, the company's operating cash flow amounted to 290 million yuan [1] - The sales revenue from specialty gases accounted for 33.07% of total revenue, with high-purity hydrogen, helium, nitrous oxide, mixed gases, and ultra-pure ammonia being significant contributors [1] Group 3: Product Development - The core product of the company's convertible bond fundraising project is electronic-grade dichlorodihydrosilane, which has entered trial production, with an expected annual capacity of 200 tons upon full production [1] - Jin Hong Gas is actively promoting the testing and certification of this product for semiconductor clients [1] Group 4: Market Strategy - Future growth in the specialty gas business is expected to come from three main areas: increased demand from the semiconductor sector, expansion of high-quality new customers, and the launch of new specialty gas products [2] - The company plans to enhance its market share in bulk retail while identifying quality acquisition targets for horizontal expansion [2] - In the on-site gas production business, the company will focus on new project opportunities and existing stock replacement [2]

Core Viewpoint - The company, Jin Hong Gas, provides a range of specialty and bulk gas solutions, including products applicable in the military sector [1] Group 1 - The company is a comprehensive gas service provider [1] - Jin Hong Gas offers various specialty gases such as helium, ammonia, silane, and argon [1] - The products provided by the company can be utilized in military-related production processes [1]

Group 1 - The core transaction of Jin Hong Gas involved 1.204 million shares traded, amounting to 22.7321 million yuan, which represented 2.08% of the total trading volume for the day [1] - The transaction price was 18.88 yuan per share, reflecting a discount of 26.02% compared to the market closing price of 25.52 yuan [1]