| 证券代码：688106 | 证券简称：金宏气体 | 公告编号：2026-001 | | --- | --- | --- | | 转债代码：118038 | 转债简称：金宏转债 | | 金宏气体股份有限公司 可转债转股结果暨股份变动公告 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。 重要内容提示： 累计转股情况：金宏气体股份有限公司（以下简称"公司"）向不特定 对象发行可转换公司债券"金宏转债"自 2024 年 1 月 21 日（非交易日顺延至下 一交易日，即 2024 年 1 月 22 日）起可转换为公司股份。截至 2025 年 12 月 31 日，"金宏转债"累计有人民币 117,000.00 元已转换为公司股票，转股数量为 5,796 股，占"金宏转债"转股前公司已发行股份总额 486,943,142 股的 0.0012%。 未转股可转债情况：截至 2025 年 12 月 31 日，"金宏转债"已回售的可 转债金额为 1,000.00 元。"金宏转债"尚未转股的可转债金额为 1,015,882,000.00 元， ...

Industry Overview - The chemical sector's overall performance ranked 7th this week (2025/12/22-2025/12/26) with a fluctuation of 4.23%, outperforming the Shanghai Composite Index by 2.35 percentage points and the ChiNext Index by 0.34 percentage points [1] - The chemical industry is expected to continue its differentiated trend in 2025, with a focus on synthetic biology, pesticides, chromatography media, sweeteners, vitamins, light hydrocarbon chemicals, COC polymers, and MDI [1] Synthetic Biology - The arrival of a pivotal moment in synthetic biology is anticipated, driven by the adjustment of energy structures, which may disrupt fossil-based materials and favor low-energy products [1] - Traditional chemical companies are expected to compete based on energy consumption and carbon tax costs, with successful firms leveraging green energy alternatives and integrated advantages to reduce costs [1] - The demand for bio-based materials is projected to surge, leading to potential profitability and valuation increases for leading companies in the synthetic biology sector, such as Kasei Bio and Huaheng Bio [1] Refrigerants - The implementation of quota policies is expected to usher in a high-growth cycle for third-generation refrigerants, with supply entering a "quota + continuous reduction" phase starting in 2024 [2] - The demand for refrigerants is anticipated to grow steadily due to the development of heat pumps, cold chain markets, and the expansion of the air conditioning market in Southeast Asia [2] - Companies with a high quota share, such as Juhua Co., Sanmei Co., Haohua Technology, and Yonghe Co., are expected to benefit significantly from this trend [2] Electronic Specialty Gases - Electronic specialty gases are critical to the electronics industry and represent a core component of domestic industrial chain localization [2] - The domestic market faces a contradiction between rapid upgrades in wafer manufacturing and insufficient high-end electronic specialty gas capacity, presenting significant domestic substitution opportunities [2] - Key players like Jinhong Gas, Huate Gas, and China Shipbuilding Gas are positioned to capitalize on the growing demand driven by integrated circuits, panels, and photovoltaics [2] Light Hydrocarbon Chemicals - The trend towards light raw materials in the global olefin industry is becoming increasingly significant, with a shift from heavy naphtha to lighter low-carbon alkanes like ethane and propane [3] - Light hydrocarbon chemicals are characterized by low carbon emissions, low energy consumption, and low water usage, aligning with global carbon neutrality goals [3] - Companies in the light hydrocarbon sector, such as Satellite Chemical, are expected to see a revaluation of their value as this trend continues [3] COC Polymers - The industrialization process of COC/COP (cyclic olefin copolymer) is accelerating in China, driven by domestic companies achieving breakthroughs and the shift of downstream industries to domestic sources [4] - COC/COP materials are increasingly used in various applications, including mobile camera lenses and medical packaging, with a focus on high-end applications [4] - Companies like Acolyte are recommended for their potential in the COC polymer production segment [4] Potash Fertilizers - Potash fertilizer prices are expected to rebound as the industry enters a destocking cycle, with supply constraints due to Canpotex withdrawing new quotes and Nutrien announcing production cuts [5] - The demand for potash fertilizers is likely to increase as farmers respond to rising grain prices, leading to a potential reversal in potash prices [5] - Leading companies in the potash sector, such as Yara International, Salt Lake Potash, and Zangge Mining, are recommended for investment [5] MDI Market - The MDI market is characterized by oligopoly, with demand steadily improving due to the expansion of polyurethane applications [6] - The global MDI production capacity is concentrated among five major chemical giants, which control approximately 90.85% of the market [6] - Companies like Wanhua Chemical are expected to benefit from the favorable supply dynamics and demand recovery in the MDI sector [6] Chemical Price Tracking - The top five price increases this week included NYMEX natural gas (9.59%), PTA (8.95%), and butadiene (6.83%) [6] - The top five price decreases included pure MDI (-4.23%) and acrylic fiber (-3.45%) [6] - A total of 170 chemical companies reported production capacity impacts this week, with 6 new repairs and 10 restarts [6]

证券日报网讯 12月29日，金宏气体在互动平台回答投资者提问时表示，公司已与中芯国际、海力士、 长鑫存储、厦门联芯、北方集成电路等众多半导体行业头部企业建立了长期稳定的合作关系。2024年， 公司累计新增导入21家半导体客户。2025年截至目前，累计新增导入20余家半导体客户。 （编辑 姚尧） ...

Group 1 - The core viewpoint of the news is that Jin Hong Gas has shown a positive stock performance with a year-to-date increase of 19.69% and a recent rise of 5.42% over the last five trading days [1] - As of September 30, 2025, Jin Hong Gas reported a revenue of 2.03 billion yuan, representing a year-on-year growth of 9.33%, while the net profit attributable to shareholders decreased by 44.90% to 116 million yuan [2] - The company has distributed a total of 649 million yuan in dividends since its A-share listing, with 408 million yuan distributed over the past three years [3] Group 2 - Jin Hong Gas's main business revenue composition includes bulk gases (41.52%), specialty gases (31.64%), on-site gas production and rental (12.98%), gas (9.30%), and others (4.55%) [1] - The company is classified under the electronic industry, specifically in electronic chemicals, and is associated with concepts such as cold chain logistics, energy conservation, hydrogen energy, photovoltaic glass, and carbon neutrality [1] - As of September 30, 2025, the number of shareholders increased by 21.85% to 20,700, while the average circulating shares per person decreased by 17.93% to 23,327 shares [2]

证券日报网讯12月18日，金宏气体在互动平台回答投资者提问时表示，公司持续关注商业航天领域发展 机遇，凭借特种气体产品优势积极参与相关项目投标，目前已与国内航天领域的相关机构建立合作，参 与了其气体相关项目的配套供应。后续公司将继续依托自身产品与服务能力，深化在航天领域的业务布 局，相关进展请以公司官方信息为准。 ...

证券日报网讯12月18日，金宏气体在互动平台回答投资者提问时表示，商业航天是公司重点关注方向， 相关规划已通过内部研讨明确。公司将依托特种气体产品优势，积极对接行业需求、参与相关项目，稳 步推进布局，具体进展请以公司官方信息为准。 ...

证券日报网讯12月17日，金宏气体在互动平台回答投资者提问时表示，公司已与中芯国际、海力士、长 鑫存储、厦门联芯、北方集成电路等众多半导体行业头部企业建立了长期稳定的合作关系。截至目前， 本年度累计新增二十余家半导体客户。 ...

本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 【12月17日投资者互动：金宏气体回应商业航天项目气体供应情况】12月17日，有投资者在互动平台向 金宏气体发问，询问公司产品是否参与商业航天项目。 金宏气体回复称，公司一直密切关注航天领域 动态，目前已在产业链部分环节供应相关气体。 同时，公司正积极拓展合作机会，以进一步深化在商 业航天领域的布局。 ...

金宏气体回复称，公司持续高度关注航天领域相关动态，目前已在产业链部分环节有相关气体供应。同 时，公司积极拓展相关合作机会，进一步深化在商业航天领域的布局。 格隆汇12月17日｜有投资者在互动平台向金宏气体提问：贵公司产品有没有参与商业航天项目？ ...

Core Viewpoint - The company has established long-term stable partnerships with leading semiconductor firms and has significantly increased its customer base in the semiconductor sector this year [1] Group 1: Partnerships - The company has formed partnerships with major semiconductor companies including SMIC, SK Hynix, ChangXin Storage, Xiamen United, and Northern Integrated Circuit [1] - The company has added over twenty new semiconductor customers in the current year [1]