截至5月19日收盘，中证半导体材料设备主题指数上涨0.68%，成分股富创精密上涨8.08%，三佳科技上 涨4.85%，华海诚科上涨4.33%，金宏气体上涨3.63%，沪硅产业上涨2.86%。半导体材料ETF （562590）上涨0.47%，最新价报1.07元。 半导体材料ETF（562590）及其联接基金（A/C：020356；020357）紧密跟踪中证半导体材料设备指 数，指数中半导体设备（55.8%）、半导体材料（21.3%）占比靠前，合计权重超77%，充分聚焦指数主 题，锚定半导体产业发展，精准锚定芯片制造相关领域，覆盖光刻胶、大硅片、刻蚀机等关键赛道，直 击芯片产业国产化刚需，为投资者捕捉半导体产业升级红利。 （文章来源：每日经济新闻） 消息方面，今日小米集团创始人、董事长兼CEO雷军在个人社交平台发布消息，小米自主研发设计的 3nm制程手机处理器芯片玄戒O1即将亮相。 2024年，中国集成电路出口额首次突破万亿元大关，从设计、制造到封装测试，我国半导体产业链各个 环节都取得了显著进展，小米突破3nm先进制程设计是我国半导体产业又一个令人振奋的好消息。 流动性方面，半导体材料ETF盘中换手2.31%， ...

Core Viewpoint - The financial performance of Jin Hong Gas Co., Ltd. has been impacted by a significant decline in gross profit margins, particularly in the specialty gas segment, despite an increase in revenue [2][3]. Financial Performance - The company's overall gross profit margin decreased by 36.12% year-on-year, primarily due to a drop in gross margins for both bulk and specialty gas businesses [2]. - In 2024, the gross margin for bulk gas was 31.26%, down by 2.94 percentage points, while the specialty gas gross margin was 27.69%, down by 12.67 percentage points [2]. Sales and Revenue Breakdown - The sales volume and revenue for major products in 2024 were as follows: - Bulk gas: 956,037.01 tons, with a revenue of 97,293.39 million yuan and a gross margin of 31.26% [3]. - Specialty gas: 261,898.03 tons, with a revenue of 96,261.97 million yuan and a gross margin of 27.69% [3]. Specialty Gas Segment Analysis - The decline in specialty gas gross margins was attributed to various factors, including increased production costs and decreased sales prices due to market conditions [6][10]. - Specific products such as ultra-pure ammonia, hydrogen, and nitrous oxide experienced significant gross margin declines, with ultra-pure ammonia's margin dropping by 12.77 percentage points [7][9]. Market Trends and Risks - The specialty gas market is influenced by the semiconductor and photovoltaic industries, which are currently facing challenges such as overcapacity and price declines [11][12]. - Despite the current challenges, the semiconductor market is projected to grow, with a compound annual growth rate (CAGR) of 5.6% expected from 2023 to 2028 [10]. Customer Base and Strategic Initiatives - The company has expanded its customer base, adding 21 new semiconductor clients in 2024 and 16 in the first quarter of 2025 [12]. - Jin Hong Gas is focusing on enhancing its service capabilities and product offerings to meet the evolving needs of its clients in the semiconductor and photovoltaic sectors [14][15].

Core Viewpoint - The company received an inquiry letter from the Shanghai Stock Exchange regarding its 2024 annual report, focusing on the significant decline in profit margins despite revenue growth, primarily due to a drop in gross margins in both bulk and specialty gas segments [1][2]. Summary by Sections Gross Margin Analysis - The company's gross margin for bulk gas business in 2024 was 31.26%, down by 2.94 percentage points, while the specialty gas business gross margin was 27.69%, down by 12.67 percentage points [2][3]. - The inquiry requested detailed sales data for 2022, 2023, and 2024, including sales revenue, sales volume, average selling price, and gross margin for both bulk and specialty gases [2]. Specialty Gas Business Challenges - The decline in specialty gas gross margin was attributed to various factors, including increased production costs and market competition, particularly in the photovoltaic sector, which affected demand and pricing [4][5]. - Specific products like ultra-pure ammonia and hydrogen saw significant gross margin declines of 12.77 and 11.00 percentage points, respectively, due to lower selling prices and increased costs [6][7]. Market Trends and Customer Base - The specialty gas market is influenced by the semiconductor and photovoltaic industries, with expected growth in semiconductor materials driven by AI demand, while the photovoltaic sector faces challenges due to overcapacity and price declines [9][10]. - The company has established relationships with major clients in the semiconductor and photovoltaic sectors, including significant new customer acquisitions in 2024 [10][11]. Customer Dynamics - The company’s top five customers have changed significantly over the past three years, with new entrants like Northern Integrated Circuit and Peak View International, reflecting shifts in market demand and customer needs [14][18]. - The sales model primarily involves direct sales to end-users and gas companies, with no significant related party transactions noted [17]. Acquisition Strategy - The company has engaged in multiple equity acquisitions from 2022 to 2024, with a total goodwill of 334 million yuan, indicating a strategic focus on expanding market share and enhancing operational capabilities [20][21].

东吴证券股份有限公司 关于金宏气体股份有限公司 2024 年年度报告的信息披露监管问询函回复的核查意见 上海证券交易所： 贵所出具的《关于金宏气体股份有限公司 2024 年年度报告的信息披露监管 问询函》（上证科创公函【2025】0098 号）（以下简称"年报问询函"）已收 悉。东吴证券股份有限公司（以下简称"东吴证券"、"持续督导机构"）作为 金宏气体股份有限公司（以下简称"金宏气体"、"公司"）的持续督导机构， 就问询函所涉问题进行了核查，具体情况如下： （在下述相关问题的回复中，若合计数与各分项数值相加之和在尾数上存在 差异，均为四舍五入所致。） 问题一、关于毛利率。 2024 年，公司实现营业收入 25.25 亿元，同比增长 4.03%，净利润 2.01 亿 元，同比下滑 36.12%。公司收入增长但利润大幅下滑的主要原因系毛利率下降。 具体来看，2024 年公司大宗气体业务毛利率 31.26%，下降 2.94 个百分点；特 种气体业务毛利率 27.69%，下降 12.67 个百分点。 请公司：（1）分别按照大宗气体、特种气体两大类，列示公司 2022 年、 2023 年、2024 年具体气体产品的销 ...

| 证券代码：688106 | 证券简称：金宏气体 | 公告编号：2025-025 | | --- | --- | --- | | 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 2024 年年度报告的信息披露监管问询函 的回复公告 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。 金宏气体股份有限公司（以下简称"公司"或"金宏气体"）于 2025 年 5 月 8 日收到上海证券交易所科创板公司管理部下发的上证科创公函【2025】0098 号《关于金宏气体股份有限公司 2024 年年度报告的信息披露监管问询函》（以 下简称"《问询函》"），公司会同持续督导机构东吴证券股份有限公司（以下 简称"持续督导机构"或"东吴证券"）、年审会计师信永中和会计师事务所（特 殊普通合伙）（以下简称"年审会计师"或"信永中和"）就《问询函》有关问 题逐项进行认真核查落实，现将有关问题回复如下： 说明：在下述相关问题的回复中，若合计数与各分项数值相加之和在尾数上 存在差异，均为四舍五入所致。 问题 1.关于毛 ...

关于金宏气体股份有限公司 2024 年年度报告的信息披露监管问询函回复的 专项说明 索引 页码 关于金宏气体股份有限公司 2024 年年度报告的信息 披露监管问询函回复的专项说明 1-43 | | 信永中和合计师寓含 所 汇京市东城区 朝阳门 大街 联系电话 +86 (010) 6554 2286 | | | | --- | --- | --- | --- | | P70 | | 8 号富华大厦 A 座 9 层 | telephone: +86 (010) 6554 2288 | | Wina | ShineWing | 9/F. Block A. Fu Hua Mansion. No.8, Chaoyangmen Beidajie, | | | | | Dongcheng District, Beijing, 传真: | +86 (010) 6554 7190 | | | certified nuhlic accountants 100027 P.R. China | | facsimile: +86 (010) 6554 7190 | 信永中和会计师事务所（特殊普通合伙） 关于金宏气体股份有限公司 202 ...

Group 1 - Baichuan Energy plans to reduce its shareholding by up to 26.82 million shares, accounting for 2% of the total share capital, due to personal investment and funding needs [1] - Jinhong Gas intends to distribute a cash dividend of 1.00 yuan per 10 shares, with the record date on May 15, 2025 [2] - Jiahe Meikang's shareholder plans to reduce its stake by up to 1% of the total share capital due to liquidity needs [2][3] Group 2 - Jiadu Technology will cancel 10.20 million repurchased shares, reducing its total share capital from 2.143 billion shares to 2.133 billion shares [4] - ILE Home's shareholder plans to reduce its stake by up to 154,250 shares, accounting for 0.4778% of the total share capital, due to funding needs [5] - Lai Yifen has fully removed related batches of its honey date dumpling products from shelves due to consumer health concerns [6][7] Group 3 - CATL's vice chairman Li Ping and spouse plan to donate 4.05 million shares to Fudan University for establishing a research fund, reducing Li Ping's shareholding from 4.58% to 4.48% [8] - Shuanghuan Transmission's shareholders completed their reduction plan, selling a total of 6.69 million shares, accounting for 0.789% of the total share capital [9] - Chengfei Integration reported no significant changes in its business operations or external environment despite stock price fluctuations [10] Group 4 - Guizhou Tire's controlling shareholder plans to increase its stake by no less than 50 million yuan and no more than 100 million yuan within six months [11] - *ST Youshu's application to revoke the delisting risk warning has been approved, and its stock will resume trading under a new name [13] - Jingwei Huikai's shareholders plan to reduce their stake by up to 3% of the total share capital due to funding needs [14] Group 5 - Hualan Biological's major shareholder plans to reduce its stake by up to 3% of the total share capital due to funding needs [15] - Huyou Pharmaceutical's shareholder plans to reduce its stake by up to 2.997% of the total share capital due to funding needs [16] - Dongpeng Holdings' shareholders plan to reduce their stake by up to 1.5% of the total share capital due to funding needs [17] Group 6 - Keleke's controlling shareholder plans to reduce its stake by up to 3% of the total share capital due to funding needs [18] - Dongfang Ocean's major shareholder plans to reduce its stake by 1% of the total share capital due to investor redemption requests [19] - Yisheng Shares reported a sales revenue of 141 million yuan from white feather chicken seedlings in April, with a year-on-year decrease of 7.28% [20] Group 7 - Qujiang Cultural Tourism's controlling shareholder's 12 million shares are set to be auctioned due to contractual disputes, representing 4.70% of the total share capital [21] - Duople's shareholder plans to reduce its stake by up to 123,800 shares, accounting for 2% of the total share capital, due to personal funding needs [22][23]

Core Viewpoint - The company announced an adjustment to the conversion price of its convertible bonds due to the implementation of the 2024 annual equity distribution, with the new conversion price set at 18.97 CNY per share, effective from May 16, 2025 [1][5]. Summary by Sections 1. Securities Suspension and Resumption - The company's convertible bonds will be suspended from conversion from May 9, 2025, until the equity distribution registration date on May 15, 2025, and will resume conversion on May 16, 2025 [1]. 2. Adjustment of Conversion Price - The conversion price before adjustment was 19.07 CNY per share, which will be adjusted to 18.97 CNY per share [1][5]. - The adjustment is based on regulations from the China Securities Regulatory Commission and the company's prospectus [2][4]. 3. Annual Profit Distribution Plan - The company plans to distribute a cash dividend of 1.00 CNY (including tax) for every 10 shares held, based on a total share capital of 481,977,235 shares as of December 31, 2024, resulting in a total cash dividend of approximately 47.73 million CNY [3][5]. - The actual participating share capital for the distribution is 477,147,395 shares after accounting for shares in the repurchase account [5]. 4. Conversion Price Adjustment Formula - The adjustment formula for the conversion price is provided, detailing how various factors such as stock dividends, capital increases, and cash dividends affect the conversion price [4]. - The specific adjustment for the cash dividend was calculated as follows: P1 = P0 - D = 19.07 - 0.0990 = 18.97 CNY per share [5]. 5. Additional Information - Investors seeking more details about the convertible bonds can refer to the company's prospectus published on July 13, 2023 [6].

证券代码：688106 证券简称：金宏气体 公告编号：2025-023 转债代码：118038 转债简称：金宏转债 金宏气体股份有限公司 本公司董事会及全体董事保证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。 重要内容提示： ? 是否涉及差异化分红送转：是 ? 每股分配比例 每股现金红利0.10元（含税） ? 相关日期 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股 东（金宏气体股份有限公司回购专用证券账户除外）。 根据《中华人民共和国公司法》《中华人民共和国证券法》《上海证券交易所 上市公司自律监管指引第 7 号——回购股份》等相关法律、行政法规、部门规章 及其他规范性文件以及《公司章程》的有关规定，公司回购的股份不享有股东大 会表决权、利润分配、公积金转增股本、认购新股和配股等权利。 （1）差异化分红送转方案 根据公司 2024 年年度股东大会审议通过的《2024 年年度利润分配方案》，公 司拟以实施权益分派股权登记日登记的总股本扣减公司 ...

Core Viewpoint - The company has adjusted its 2024 annual profit distribution plan, maintaining a cash dividend of 1.00 yuan per 10 shares while modifying the total share capital and corresponding distribution amount due to changes in share count from convertible bond conversions and share buybacks [1][4][5] Summary by Sections Profit Distribution Adjustment - The profit distribution for 2024 will be based on the total share capital after deducting shares held in the company's repurchase account, with a cash dividend of 1.00 yuan per 10 shares remaining unchanged [1][2] - The total share capital has been adjusted from 481,977,235 shares to 481,977,391 shares, resulting in a revised total cash dividend amount of 47,714,739.50 yuan (including tax) [1][4] Reasons for Adjustment - The adjustment is due to changes in the number of shares eligible for distribution caused by the conversion of convertible bonds and the implementation of a share buyback plan [1][3] Share Buyback and Convertible Bonds - The company completed a share buyback of 2,465,747 shares on February 12, 2025, with a total of 4,829,996 shares in the repurchase account as of the announcement date [3][4] - The convertible bonds entered the conversion period on January 21, 2024, with a total of 156 shares converted by May 8, 2025 [3]