证券代码：688146 证券简称：中船特气 公告编号：2025-051 中船（邯郸）派瑞特种气体股份有限公司 关于公司接收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： 根据《中国船舶集团有限公司关于拨付派瑞科技有限公司国有资本经营预算 的通知》，中国船舶集团有限公司向公司控股股东派瑞科技拨付国有资本金 20,000 万元专项用于派瑞科技开展央企产业焕新行动"电子特气研制"。 根据财政部《中央国有资本经营预算支出管理暂行办法》（财预〔2017〕32 号）第二十三条规定：投资运营公司和中央企业应按规定用途使用资金。属于国 有企业资本金注入的，应及时落实国有权益，并根据明确的支出投向和目标，及 时开展国有资本投资运营活动，推进有关事项的实施。根据国务院国资委《中央 企业国有资本经营预算支出执行监督管理暂行办法》（国资发资本规〔2019〕92 号）第十条规定：中央企业通过子企业实施资本预算支持事项，采取向实施主体 子企业增资方式使用 ...

050 证券代码：688146 证券简称：中船特气 公告编号：2025- 中船（邯郸）派瑞特种气体股份有限公司 关于变更会计师事务所的公告 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。 重要内容提示： 一、拟续聘会计师事务所的基本情况 （一）机构信息 1.基本信息 容诚由原华普天健会计师事务所（特殊普通合伙）更名而来，初始成立于 拟聘任的会计师事务所名称：容诚会计师事务所（特殊普通合伙）（以下简 称"容诚"） 原聘任的会计师事务所名称：立信会计师事务所（特殊普通合伙）（以下简 称"立信"） 变更会计师事务所的简要原因及前任会计师的异议情况：为充分保障中船 （邯郸）派瑞特种气体股份有限公司（以下简称"中船特气"或"公司"） 审计工作安排，更好地适应公司未来业务发展，综合考虑市场信息，基于 审慎性原则以及公司对审计服务的需求，根据《国有企业、上市公司选聘 会计师事务所管理办法》及《公司选聘会计师事务所管理办法》等相关规 定，经履行相应的选聘程序并根据评估结果，公司拟聘任容诚为公司 2025 年度财务报表审计机构以及内部控制审 ...

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： 一、 召开会议的基本情况 （一） 股东会类型和届次 证券代码：688146 证券简称：中船特气 公告编号：2025-052 中船（邯郸）派瑞特种气体股份有限公司 关于召开2025年第四次临时股东会的通知 2025年第四次临时股东会 （四） 现场会议召开的日期、时间和地点 召开日期时间：2025 年 11 月 11 日 14 点 30 分 召开地点：河北省邯郸市世纪大街 6 号派瑞科技产业园 103 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会网络投票系统 网络投票起止时间：自2025 年 11 月 11 日 至2025 年 11 月 11 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会召开当日的 9:15-15:00。 股东会召开日期：2025年11月11日 本 ...

证券代码：688146 证券简称：中船特气 公告编号：2025-049 中船（邯郸）派瑞特种气体股份有限公司 第二届董事会第七次会议决议公告 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、董事会会议召开情况 中船（邯郸）派瑞特种气体股份有限公司（以下简称"中船特气"或"公司"） 第二届董事会第七次会议（以下简称"本次会议"或"会议"）于 2025 年 10 月 23 日在公司会议室以现场与通讯相结合的方式召开。本次会议通知于 2025 年 10 月 13 日通过邮件的方式送达各位董事，并于 2025 年 10 月 20 日通过邮件 的方式向各位董事送达了增加议案的通知。本次会议应出席董事 9 人，实际出席 董事 9 人。会议由董事长宫志刚主持，公司部分高管列席会议。会议召集、召开 程序符合有关法律、法规、规章和《公司章程》的规定，会议决议合法、有效。 二、董事会会议审议情况 （一）审议通过《关于提请审议呼和浩特子公司研发项目等两个项目立项的议案》 公司全资子公司中船派瑞特种气体（呼和浩特）有限公司拟申请《NF3 电解 ...

中船（邯郸）派瑞特种气体股份有限公司 2025 年第三季度报告 证券代码：688146 证券简称：中船特气 中船（邯郸）派瑞特种气体股份有限公司 2025 年第三季度报告 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： 公司董事会及董事、高级管理人员保证季度报告内容的真实、准确、完整，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。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 单位：元 币种：人民币 | 项目 | 本报告 期 | 上年同期 | | 本报告 期比上 年同期 增减变 | 年初至报 告期末 | 上年同期 | | 年初至报告 期末比上年 同期增减变 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 动幅度 | | | | 动幅度(%) | | ...

中船特气公告，第三季度营收为5.67亿元，同比增长19.36%；净利润为6765.96万元，同比增长 18.15%。前三季度营收为16.07亿元，同比增长14.90%；净利润为2.45亿元，同比增长3.98%。 ...

Group 1 - The core viewpoint of the news is that the China Shipbuilding sector has shown a positive performance with a 0.83% increase, ranking 7th among concept sectors, driven by several stocks like Kunshan Intelligent and China Shipbuilding [1][2] - Within the China Shipbuilding sector, eight stocks experienced gains, with Kunshan Intelligent leading at a 6.40% increase, followed by China Shipbuilding and China Ship Defense with increases of 1.73% and 1.25% respectively [1][3] - The sector saw a net inflow of 303 million yuan from main funds, with China Shipbuilding receiving the highest net inflow of 264 million yuan [2][3] Group 2 - The main fund inflow ratios for leading stocks in the China Shipbuilding sector were 10.47% for China Ship Defense, 8.07% for Kunshan Intelligent, and 6.36% for China Shipbuilding [3][4] - The trading volume and turnover rates for key stocks in the sector were notable, with Kunshan Intelligent having a turnover rate of 14.18% and China Shipbuilding at 1.56% [3][4] - Stocks that faced declines included China Ship Special Gas and ST Emergency, with decreases of 4.93% and 1.20% respectively [1][4]

嘉实上证科创板芯片ETF（588200）成立日期2022年9月30日，最新规模278.06亿。今年以来收益 68.24%，同类排名172/4220；近一年收益85.46%，同类排名35/3855；成立以来收益146.96%。 嘉实上证科创板芯片ETF（588200）基金经理为田光远。 截至发稿，田光远累计任职时间4年220天，现任基金资产总规模443.23亿元，任职期间最佳基金回报 146.96%， 任职期间最差基金回报-46.65%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 10月13日，中船特气跌7.76%，截至发稿，报39.60元/股，成交2226.24万元，换手率0.37%，总市值 209.65亿元。 资料显示，中船(邯郸)派瑞特种气体股份有限公司位于河北省邯郸市肥乡区化工工业聚集区纬五路1号 (经营场所:纬五路1号,世纪大街6号)，成立日期2016年12月21日，上市日期2023年4月21日，公司主营业 务涉及电子特种气体及三氟甲磺酸系列产品的研发、生产 ...

Summary of Key Points from the Conference Call on Electronic Specialty Gases Industry Overview - The electronic specialty gas market in China is approximately 30 billion RMB, with 20 billion RMB attributed to electronic specialty gases used in integrated circuits, panels, and semiconductor lighting across the semiconductor industry [1][3] - The global nitrogen trifluoride (NF3) market is about 1.3 billion USD, with China accounting for approximately 15% of this market [1][4] Core Insights and Arguments - Recent advancements in domestic photolithography machines and new product launches by companies like Microelectronics indicate a potential for a fully domestic production line, which is expected to boost the demand for photolithography gases, benefiting the electronic specialty gas sector [2][1] - The storage market is tightening, with expectations of price increases. Companies like Changxin Storage and Yangtze Storage are accelerating their IPO processes and expanding production, which will further drive the demand for electronic specialty gases in advanced processes [2][1] - The domestic leader in NF3 and WF6, China Shipbuilding Specialty Gases, holds over 60% market share in China and is globally competitive, benefiting from new capacity and customer certifications [1][5] Supply and Demand Dynamics - The supply of NF3 is currently balanced with a demand of 45,000 tons and a production capacity of 64,000 tons, but actual output is limited to around 50,000 tons due to capacity utilization constraints [6][5] - Recent shutdowns of major suppliers like Kanto Denka and Mitsui Chemicals have reduced overseas NF3 supply by over 25%, creating a market gap that is expected to drive prices up [9][11] Price Trends - The price of NF3 has been on a downward trend for the past decade, but with increasing export volumes to fill supply gaps, there is a potential for price increases in the future, particularly benefiting China Shipbuilding Specialty Gases [11][10] Key Players and Market Position - Huate Gas is a leading player in the rare gases market for photolithography, holding over 60% market share, with major clients including Changxin and SMIC [12][13] - Guanggang Gas is expected to maintain over 30% revenue growth due to its project acquisition capabilities and orders from expanding clients [14] - Jin Hong Gas is diversifying its product offerings in electronic specialty gases and is expected to maintain a good growth momentum [16] Future Trends - The helium market is currently at a low price point but is expected to enter a new upward cycle, with historical data suggesting a price recovery due to supply shortages [15] - He Yuan Gas is expanding its electronic specialty gas business significantly, with two industrial parks projected to achieve 5 billion RMB in output [17] Additional Important Insights - The overall electronic specialty gas market is experiencing rapid domestic production increases, which is positively impacting the industry [2][1] - The certification process for semiconductor-grade NF3 is lengthy, often taking six months to a year, which affects supply availability [8] This summary encapsulates the critical insights and developments within the electronic specialty gas industry, highlighting market dynamics, key players, and future trends.

Key Points on China's Integrated Circuit Industry Recent Breakthroughs - China's integrated circuit industry has made significant advancements in design, equipment, and materials over the past two years, with overall strength steadily improving [3]. - Tianyue Advanced has achieved major breakthroughs in large-size substrate materials, with core parameters optimized, supporting device applications [3]. - Domestic manufacturers have reached a competitive level with international counterparts, particularly in silicon carbide (SiC) substrates, with Tianyue Advanced supplying a significant portion of 8-inch SiC substrates to overseas markets [6][3]. Progress in Domestic Substitution - The domestic substitution process in the integrated circuit field is advancing, although there are still high external dependencies in high-end equipment and core IP [5]. - The domestic semiconductor equipment localization rate has been increasing, with companies like Zhongwei focusing on etching, thin film, and measurement equipment to support domestic production [5][6]. - The localization rate for 8-inch silicon wafers is nearly complete, while the 12-inch silicon wafer localization rate is around 50% [6]. Global Competitive Landscape - China is a leading semiconductor consumer and producer, but many sectors are still dominated by foreign companies, leading to oligopolistic market conditions [7]. - Domestic manufacturers are gradually expanding their market share in mid-to-low-end products, while high-end applications remain largely controlled by international firms [7][9]. - The rapid iteration of technology and strong industry chain capabilities are seen as advantages for domestic companies [8]. Strategies for Internationalization - Companies like Huazhong Micro aim to deepen domestic market engagement while also expanding internationally to enhance their competitive edge [11]. - Zhongke Feicai is focused on providing domestic measurement equipment to global clients, emphasizing the importance of internationalization in their business strategy [11][12]. Challenges in Process Upgrades - Domestic suppliers face challenges in technology iteration and process upgrades, particularly in high-end components and talent acquisition [13]. - Companies are focusing on cultivating domestic suppliers and enhancing their technical capabilities to overcome these challenges [13]. Future Technology Trends - The industry is looking towards advancements in SiC substrates and 3D chip structures, with companies like Tianyue Advanced and Zhongwei leading in these areas [14][15]. - The growth of AI is expected to significantly increase demand for semiconductor equipment, driving technological upgrades and market expansion [15]. Mergers and Acquisitions - The integrated circuit industry is witnessing a trend of mergers and acquisitions, which are seen as essential for achieving scale and enhancing competitiveness [16][17]. - Companies are encouraged to pursue strategic mergers that create synergies and improve market positioning [17][18]. Development Strategies of Industry Leaders - Companies are setting ambitious goals, such as becoming top suppliers in their respective fields, with a focus on innovation and market expansion [19][20]. - Huazhong Micro plans to enhance its product offerings in emerging markets like humanoid robots and AI servers, while Tianyue Advanced aims to lead in SiC substrate production [21][22].