Core Viewpoint - Jin Hong Gas announced the election of Mr. Ge Huifang as the employee representative director of the company's sixth board of directors [1] Company Summary - Jin Hong Gas released an announcement on the evening of August 22, stating the election results for its board of directors [1]

Core Insights - The company demonstrated resilience in a challenging industry environment, achieving a revenue of 1.314 billion yuan, a year-on-year increase of 6.65% [1] - Total assets reached 7.830 billion yuan, reflecting a growth of 15.70% compared to the end of the previous year [1] - The net assets attributable to shareholders increased to 3.103 billion yuan, marking a year-on-year growth of 1.30% [1] Revenue and Profitability - The company experienced stable revenue growth driven by market expansion and increased sales, despite facing intensified market competition and a decline in the gross margin of some products [2] - The net profit attributable to shareholders was 82.2 million yuan, representing a significant year-on-year decrease of 48.65% [2] - Research and development (R&D) expenses reached 55.58 million yuan, an increase of 18.04% year-on-year, with R&D investment accounting for 4.23% of revenue, indicating a commitment to innovation despite short-term profit pressures [2] Business Development - The on-site gas production business has become a new growth driver for the company, with significant breakthroughs in large-scale projects during the reporting period [3] - Projects such as Yinkou Jianfa, Shandong Ruilin, and others have accelerated construction or stabilized operations, enhancing the company's supply capabilities for downstream customers [3] - The acquisition of Hanxing Gas (Shanghai), now renamed Jin Hong Jie Meng Gas, has optimized regional layout and improved operational efficiency in on-site gas production [3] Strategic Initiatives - The company maintains a robust supply capability for helium, a strategic resource widely used in semiconductor, medical, and aerospace sectors [4] - Strategic partnerships have been established to promote helium energy technology innovation, including collaborations with Shanxi Experimental Laboratory and Beijing Jingneng Puhua Environmental Technology [4] - A joint venture was established in Aral, Xinjiang, to build advanced extraction and purification facilities for both gaseous and liquid helium [4]

Core Viewpoint - In the first half of the year, the company Jin Hong Gas (stock code: 688106.SH) achieved steady revenue growth despite a complex market environment, focusing on three core areas: domestic substitution of electronic specialty gases, regional integration of bulk gases, and expansion of on-site gas production, leading to enhanced asset scale and business competitiveness [1][2][8] Financial Performance - For the period from January to June, the company reported operating revenue of 1.314 billion yuan, a year-on-year increase of 6.65% [2] - As of the end of June, total assets reached 7.830 billion yuan, up 15.70% from the end of the previous year [2] - Net assets attributable to shareholders were 3.103 billion yuan, reflecting a 1.30% increase from the end of the previous year [2] - The company faced challenges with product pricing and overall gross margin due to intensified market competition, but maintained rapid sales growth [2] Core Business Developments - The company made significant progress in three main business segments: electronic specialty gases, bulk gases, and on-site gas production, which are key drivers of revenue growth [3] - In the electronic specialty gas sector, the company has achieved import substitution for several key products and added 18 new semiconductor clients during the reporting period [3] - The bulk gas business is expanding through a strategy of regional acquisitions and on-site gas production, with notable revenue growth of 11.14% and a net profit increase of 646.89% in newly acquired companies [4][5] Research and Development - The company increased its R&D expenditure by 18.04% to 55.5775 million yuan, highlighting its commitment to technological innovation [6] - As of June 2025, the company holds a total of 387 patents, including 105 domestic invention patents, and has been recognized for its technology strength [7] - The company is actively involved in standardization efforts and partnerships with universities to foster talent and advance key technologies [7] Market Outlook - Despite facing short-term challenges such as market competition and raw material price fluctuations, the company's strategic focus on domestic substitution, regional integration, and core technology development is beginning to yield results [8] - With the ongoing demand from downstream industries like semiconductors, photovoltaics, and new energy, the company is well-positioned to strengthen its leading position in the industrial gas sector and achieve long-term high-quality growth [8]

智通财经APP讯，金宏气体(688106.SH)发布2025年半年度报告，报告期内，公司实现营业收入13.14亿 元，同比增长6.65%。实现归属于上市公司股东的净利润8220.13万元，同比下降48.65%。实现归属于上 市公司股东的扣除非经常性损益的净利润6723.39万元，同比下降45.10%。基本每股收益0.17元。 ...

金宏气体股份有限公司2025 年半年度报告 公司代码：688106 公司简称：金宏气体 金宏气体股份有限公司 金宏气体股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 重大风险提示 公司已在本报告中详细阐述公司在经营过程中可能面临的各种风险及应对措施，敬请查阅本 报告"第三节 管理层讨论与分析"之"四、风险因素"。敬请投资者注意投资风险。 三、 公司全体董事出席董事会会议。 四、 本半年度报告未经审计。 五、 公司负责人金向华、主管会计工作负责人宗卫忠及会计机构负责人（会计主管人员）刘建 勇声明：保证半年度报告中财务报告的真实、准确、完整。 六、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 七、 是否存在公司治理特殊安排等重要事项 □适用 √不适用 八、 前瞻性陈述的风险声明 √适用 □不适用 本报告所涉及的公司未来计划、发展战略等前瞻性陈述，不构成公司对投资者的实质承诺， 请投资者注意投资风险。 九、 是否存在被控股股东及其 ...

金宏气体股份有限公司2025 年半年度报告摘要 金宏气体股份有限公司2025 年半年度报告摘要 第一节 重要提示 规划，投资者应当到 www.sse.com.cn 网站仔细阅读半年度报告全文。 公司已在本报告中详细阐述公司在经营过程中可能面临的各种风险及应对措施，敬请查阅本 报告"第三节 管理层讨论与分析"之"四、风险因素"。敬请投资者注意投资风险。 完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 无 □适用 √不适用 金宏气体股份有限公司2025 年半年度报告摘要 第二节 公司基本情况 公司股票简况 公司股票简况 股票种类 股票上市交易所 股票简称 股票代码 变更前股票简 称 人民币普通股（A股） 上海证券交易所科创板 金宏气体 688106 / 公司存托凭证简况 □适用 √不适用 联系人和联系方式 联系人和联系方式 董事会秘书（信息披露境内代表） 证券事 务代表 姓名 陈莹 卞海丽 电话 0512-65789892 0512-65789892 苏州市相城区黄埭镇潘阳工业园安 苏州市相城区黄埭镇潘阳工 业园安 办公地址 民路 民路 电子信箱 dongmi@jinhonggroup ...

Core Viewpoint - Dongwu Securities Co., Ltd. has issued a semi-annual tracking report on the operational status of Jinhong Gas Co., Ltd. for the period from January 1, 2025, to June 30, 2025, as part of its continuous supervision responsibilities [1]. Continuous Supervision Work Status - The sponsor has established and effectively implemented a continuous supervision work system and corresponding work plans [2]. - A continuous supervision agreement has been signed with Jinhong Gas, clarifying the rights and obligations of both parties during the supervision period [2]. - The sponsor conducts continuous supervision through daily communication, regular or irregular visits, on-site inspections, and due diligence [2]. - No violations or breaches of commitments were reported during the supervision period [2][7]. Financial Performance - For the first half of 2025, Jinhong Gas reported operating revenue of 131,394.14 million yuan, a 6.65% increase from 123,198.16 million yuan in the same period of 2024 [13]. - The total profit for the same period was 11,177.96 million yuan, down 43.54% from 19,797.19 million yuan year-on-year [13]. - The net profit attributable to shareholders was 8,220.13 million yuan, a decrease of 48.65% compared to 16,007.23 million yuan in the previous year [14]. - The total assets of the company reached 782,995.77 million yuan, reflecting a 15.70% increase from 676,722.74 million yuan at the end of 2024 [13]. Industry and Market Position - Jinhong Gas operates primarily in the East China region, facing intense competition from foreign gas giants such as Linde Group and Air Liquide [7]. - The company has established a comprehensive gas supply and service network, providing over 100 types of gases across various categories [21]. - The company has a strong customer base in emerging industries such as integrated circuits, LCD panels, and high-end equipment manufacturing [9][19]. Research and Development - Jinhong Gas has invested significantly in R&D, holding 387 patents, including 105 domestic invention patents [15][21]. - The company focuses on developing high-purity gases and has established several research centers to enhance its technological capabilities [15]. - Ongoing projects include the development of high-purity gas purification equipment and advanced gas separation technologies [22][24]. Risk Factors - The company faces macroeconomic risks, operational risks due to high competition, and risks related to raw material price fluctuations [8][11]. - Financial risks include accounts receivable and inventory valuation risks, with accounts receivable increasing alongside revenue growth [11]. - The company is also exposed to potential impairment risks related to goodwill and customer relationships due to market fluctuations [12].

第六届监事会第九次会议决议公告 证券代码：688106 证券简称：金宏气体 公告编号：2025-042 转债代码：118038 转债简称：金宏转债 金宏气体股份有限公司 经与会监事充分讨论，本次会议以记名投票方式审议通过了如下议案： （一）审议关于《金宏气体股份有限公司 2025 年半年度报告》及摘要的议 案 本公司监事会及全体监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、监事会会议召开情况 金宏气体股份有限公司（以下简称"公司"）第六届监事会第九次会议（以 下简称"本次会议"或"会议"）于 2025 年 8 月 22 日在公司会议室以现场方式 召开。本次会议的通知及相关资料已于 2025 年 8 月 11 日以电子邮件、微信方式 送达全体监事。本次会议应出席监事 3 名，实际出席监事 3 名。本次会议的召集、 召开方式符合有关法律法规、规范性文件和《金宏气体股份有限公司章程》（以 下简称《公司章程》）的规定，会议决议合法、有效。 二、监事会会议审议情况 经审议，监事会认为：公司2025年半年度报告的编制和审议程序符合相关法 律法规及 ...

重要内容提示： （二） 股东大会召集人：董事会 （三） 投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结 合的方式 证券代码：688106 证券简称：金宏气体 公告编号：2025-047 转债代码：118038 转债简称：金宏转债 金宏气体股份有限公司 关于召开2025年第一次临时股东大会的通知 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。 （四） 现场会议召开的日期、时间和地点 召开日期时间：2025 年 9 月 9 日 14 点 30 分 召开地点：苏州市相城区黄埭镇潘阳工业园安民路 6 号 VIP 会议室 （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 9 月 9 日 至2025 年 9 月 9 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东大会召开当日的交易时间段，即 9:15-9:25，9:30-11:30，13:00-15:00；通过互 联网投票平台的投票时间为股东大会召开当日的 9:15 ...

（文章来源：每日经济新闻） 金宏气体8月22日晚间发布半年度业绩报告称，2025年上半年营业收入约13.14亿元，同比增加6.65%； 归属于上市公司股东的净利润约8220万元，同比减少48.65%；基本每股收益0.17元，同比减少48.48%。 ...