证券日报网讯1月23日，中船特气在互动平台回答投资者提问时表示，截至2025年三季度，公司境外收 入占总营业收入的27%左右，其中部分产品已实现向欧盟成员国的出口。销售模式以直销为主，部分境 外市场业务由代理商提供相应支持。具体欧盟地区业务占比及销售方式细节，请关注公司正式披露的公 告信息。 ...

证券日报网讯1月23日，中船特气在互动平台回答投资者提问时表示，针对六氟化钨产品原材料价格上 涨事宜，公司积极与相关客户进行产品销售价格的沟通协商，以寻求传导产品价格压力。目前，公司与 部分重点客户就六氟化钨产品的2026年度供应数量及供应价格事宜达成一致意见。具体产品出厂价格涉 及公司与客户签订合同的保密义务，暂无法予以公开。 ...

Core Viewpoint - The China Shipbuilding sector has shown a positive performance with a 2.73% increase, ranking 10th among concept sectors, driven by significant gains in stocks such as China Shipbuilding Defense and China Power [1][2]. Group 1: Market Performance - As of January 22, the China Shipbuilding sector saw 9 stocks rise, with China Shipbuilding Defense, China Power, and China Marine Defense leading with increases of 7.49%, 7.30%, and 2.85% respectively [1]. - The top-performing concept sectors included domestic aircraft carriers with a 3.82% increase and combustible ice at 3.57%, while the China Shipbuilding sector followed closely with a 2.73% rise [2]. Group 2: Capital Inflow - The China Shipbuilding sector experienced a net capital inflow of 742 million yuan, with 9 stocks receiving inflows, and 6 stocks exceeding 10 million yuan in net inflow [2]. - China Shipbuilding led the inflow with 491 million yuan, followed by China Shipbuilding Defense and China Power with inflows of 142 million yuan and 36.77 million yuan respectively [2][3]. Group 3: Capital Flow Ratios - The top stocks by net capital inflow ratio included China Shipbuilding at 10.70%, China Shipbuilding Defense at 8.18%, and Kunshan Intelligent at 6.45% [3]. - The trading turnover rates for these stocks were also notable, with China Shipbuilding at 1.69% and China Shipbuilding Defense at 6.32% [3].

Core Insights - The global semiconductor materials market is experiencing a strong recovery, with a market size of $66.7 billion in 2023 and expected to exceed $73 billion by 2025, driven by demand from AI and wafer fab expansions [1] - China is becoming a key growth engine in the semiconductor materials market, with a sales figure of $13.1 billion in 2023, marking a year-on-year growth of 3.8% and increasing its global market share to 20% [1] Market Structure - Semiconductor materials are divided into wafer manufacturing materials and packaging materials, with wafer manufacturing materials dominating the market at 62.2% share ($41.5 billion) in 2023 [2] - Silicon wafers hold the largest share in wafer manufacturing materials at 33%, followed by electronic specialty gases (14%) and photomasks (13%) [2] - The market is highly concentrated, with major players in silicon wafers and photolithography materials predominantly from Japan and the U.S. [2] Core Material Breakthroughs - Domestic companies are making significant progress in wafer manufacturing materials, with local firms achieving breakthroughs in 12-inch silicon wafers and photolithography materials [3][4] - The domestic market for electronic specialty gases is also advancing, with companies like Huate Gas entering the TSMC supply chain [4] Packaging Materials - The global packaging materials market saw a decline of 10.1% to $25.2 billion in 2023, but advanced packaging is driving growth, with a projected increase of 19.62% [5] - Domestic companies are rapidly iterating technology in advanced packaging materials, with significant market shares in lead frames and packaging substrates [5] Import Dependency and Policy Support - China still faces significant import dependency in key categories like photolithography materials and electronic specialty gases, with over 90% reliance on imports for high-end materials below 14nm [6][8] - The government is focusing on critical areas through initiatives like the National Big Fund, aiming for 70% self-sufficiency in core materials by 2030 [6][8] Challenges and Future Outlook - Despite notable advancements, the industry faces challenges such as reliance on foreign technology for EUV-grade silicon wafers and high-end photolithography materials [7] - The advanced packaging materials market is expected to reach $39.3 billion by 2025, indicating a significant growth opportunity for domestic companies [7]

Group 1 - The core viewpoint of the news is that the China Shipbuilding sector has shown a positive performance, with a 2.30% increase, ranking third among concept sectors on the trading day [1][2] - Within the China Shipbuilding sector, six stocks experienced gains, with Jiuzhiyang leading at a 20% increase, followed by China Haifang, China Ship Han Guang, and China Ship Special Gas, which rose by 1.26%, 1.06%, and 0.70% respectively [1][2] - The sector saw a net inflow of 306 million yuan from main funds, with Jiuzhiyang receiving the highest net inflow of 305 million yuan, followed by China Shipbuilding, China Haifang, and China Ship Special Gas with net inflows of 31.41 million yuan, 14.66 million yuan, and 4.89 million yuan respectively [2][3] Group 2 - The main fund inflow ratios for Jiuzhiyang, China Haifang, and China Ship Special Gas were 16.09%, 4.89%, and 3.43% respectively, indicating strong investor interest in these stocks [3] - The trading data shows that Jiuzhiyang had a turnover rate of 14.27%, while China Shipbuilding and China Haifang had turnover rates of 0.52% and 1.55% respectively [3][4] - Conversely, stocks like Kunshan Intelligent and China Power experienced declines of 0.32% and 0.48%, with negative net fund flows of -403.85 thousand yuan and -476.41 thousand yuan respectively [4]

证券日报网讯 12月26日，中船特气发布公告称，公司2025年12月26日召开2025年第五次临时股东会， 审议通过《关于提请审议接受国有资本经营预算资本性资金并通过控股股东发放委托贷款的方式实施暨 关联交易的议案》。 （文章来源：证券日报） ...

证券代码：688146 证券简称：中船特气 公告编号：2025-058 中船（邯郸）派瑞特种气体股份有限公司 2025年第五次临时股东会决议公告 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。 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 107 | | --- | --- | | 普通股股东人数 | 107 | | 2、出席会议的股东所持有的表决权数量 | 37,005,969 | | 普通股股东所持有表决权数量 | 37,005,969 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 6.9900 | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 6.9900 | （四） 表决方式是否符合《公司法》及公司章程的规定，股东会主持情况等。 本次股东会采用现场投票和网络投票相结合的方式召开，会议由董事长宫志刚先 生主持，本次会议的召集、召开、表决程序符合《公司法》《证券法》《公 ...

北京市中伦律师事务所 关于中船（邯郸）派瑞特种气体股份有限公司 2025 年第五次临时股东会的 法律意见书 二〇二五年十二月 北京市中伦律师事务所 关于中船（邯郸）派瑞特种气体股份有限公司 2025 年第五次临时股东会的 法律意见书 致：中船（邯郸）派瑞特种气体股份有限公司 北京市中伦律师事务所（以下简称"本所"）接受中船（邯郸）派瑞特种气 体股份有限公司（以下简称"公司"）委托，指派本所律师对公司 2025 年第五次 临时股东会（以下简称"本次股东会"）的合法性进行见证并出具法律意见。 本所及本所律师依据《中华人民共和国证券法》（以下简称"《证券法》"）、 《律师事务所从事证券法律业务管理办法》和《律师事务所证券法律业务执业规 则（试行）》等规定及本法律意见书出具日以前已经发生或者存在的事实，严格 履行了法定职责，遵循了勤勉尽责和诚实信用原则，进行了充分的核查验证，保 证本法律意见书所认定的事实真实、准确、完整，所发表的结论性意见合法、准 确，不存在虚假记载、误导性陈述或者重大遗漏，并承担相应法律责任。 本法律意见书根据《中华人民共和国公司法》（以下简称"《公司法》"）、《证 券法》、《上市公司股东会规则》 ...

截至目前，公司建成研发生产基地5处、境内外服务中心8处、仓储基地5处，主要产品超高纯三氟化 氮、超高纯六氟化钨、双(三氟甲磺酰)亚胺锂产能跃居全球首位。 "十四五"时期，公司电子特气销售收入跻身全球第九、国内第一，境外销售收入占比连年攀升；氟化学 品业务实现倍速增长，成为新的业绩增长点；光刻气产品陆续通过国际认证；推出"定制化设备销售 +技术服务"模式，成功实现从单一产品销售向行业标准输出的商业模式升级。 公司积极拥抱资本市场，重视股东回报。公司自2023年上市以来累计现金分红超3亿元，持续强化现金 分红的稳定性、持续性与可预期性，以实际行动夯实股东回报基础。 作为中国电子特气行业的头部企业，中船特气(688146)相关负责人表示，回顾"十四五"，公司引入了具 有高产业协同性的战略投资者，激发资本活力，于2023年成功在科创板上市，成为河北省和中船集团首 家科创板上市企业。 中船特气积极推动科技创新与产业创新深度融合。"十四五"时期，公司牵头、承担了多项国家级重点科 研任务，初步形成了涵盖氘气、六氟丁二烯等150余种产品的技术能力，在电子特气国产替代、前驱体 和含氟新材料研发等方面突破一批核心技术。 公司秉承 ...

Investment Rating - The report maintains a "B" rating for the new materials sector, indicating a leading position in the market [2]. Core Insights - The central economic work conference emphasizes a comprehensive green transition, suggesting a focus on upstream raw material opportunities in the wind power sector. The wind power industry is expected to maintain a high prosperity pattern, with annual new installed capacity projected to be no less than 120 million kilowatts during the 14th Five-Year Plan period, reaching a cumulative installed capacity of 1.3 billion kilowatts by 2030 and 5 billion kilowatts by 2060 [5][4]. Market Performance - The new materials sector saw an increase of 0.66%, underperforming compared to the ChiNext Index, which rose by 2.08%. Over the past five trading days, the synthetic biology index fell by 1.58%, while semiconductor materials increased by 6.21%, electronic chemicals by 7.05%, industrial gases by 4.48%, and battery chemicals decreased by 1.88% [2][18][13]. Price Tracking - Amino acids: Valine at 13,050 CNY/ton (up 3.57%), Arginine at 20,950 CNY/ton (down 1.87%), Tryptophan at 30,500 CNY/ton (unchanged), Methionine at 17,950 CNY/ton (down 2.45%) [3]. - Industrial gases: UPSSS grade hydrofluoric acid at 11,000 CNY/ton (unchanged), EL grade hydrofluoric acid at 6,160 CNY/ton (up 0.98%) [3]. - Degradable plastics: PLA (FY201 injection grade) at 17,800 CNY/ton (unchanged), PLA (REVODE 201 blow film grade) at 16,800 CNY/ton (down 1.18%) [3]. Investment Recommendations - The report suggests focusing on wind blade manufacturers such as "Shidai New Materials" and "Maijia Xincai" due to the anticipated growth in the wind power upstream materials market [5].