Core Insights - The China Shipbuilding sector has seen a significant increase of 4.60%, leading the concept sectors in terms of growth, with notable stocks such as China Shipbuilding Defense hitting the daily limit up [1][2]. Group 1: Market Performance - The China Shipbuilding sector's stocks showed strong performance, with 10 stocks rising, including China Shipbuilding Defense, which reached a daily limit up, and others like China Shipbuilding Han Guang and Jiu Zhi Yang increasing by 6.75% and 6.07% respectively [1]. - The sector attracted a net inflow of 1.364 billion yuan from major funds, with China Shipbuilding receiving the highest net inflow of 518 million yuan [2][3]. Group 2: Fund Flow Analysis - The leading stocks in terms of net inflow rates include China Shipbuilding Defense at 30.22%, China Shipbuilding at 13.52%, and China Shipbuilding Technology at 13.15% [3]. - The trading volume and turnover rates for key stocks in the sector indicate robust investor interest, with China Shipbuilding Defense showing a turnover rate of 7.09% and China Shipbuilding at 1.47% [4].

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： 证券代码：688146 证券简称：中船特气 公告编号：2025-054 中船（邯郸）派瑞特种气体股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 会议召开时间：2025 年 11 月 26 日(星期三)下午 15:00-17:00 会议召开地点：上海证券交易所上证路演中心（网址：https://roadshow. sseinfo.com/） 会议召开方式：上证路演中心视频直播和网络互动 投资者可于 2025 年 11 月 19 日（星期三）至 11 月 25 日（星期二）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ir@perics g.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 中船(邯郸)派瑞特种气体股份有限公司（以下简称"公司"）已于 2025 年 10 月 25 日发布公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划 ...

Group 1 - The core point of the news is the decline in the stock price of China Shipbuilding Special Gas, which fell by 5.03% to 42.12 CNY per share, with a trading volume of 278 million CNY and a turnover rate of 4.48%, resulting in a total market capitalization of 22.299 billion CNY [1] - China Shipbuilding Special Gas, established on December 21, 2016, and listed on April 21, 2023, focuses on the research, production, and sales of electronic special gases and trifluoromethanesulfonic acid series products, with main business revenue composition being 87.89% from electronic special gases, 10.70% from trifluoromethanesulfonic acid series, and 1.41% from other sources [1] Group 2 - From the perspective of major fund holdings, one fund under Great Wall Fund has a significant position in China Shipbuilding Special Gas, with Great Wall Jiurun Mixed A (002512) holding 28,200 shares, accounting for 6.44% of the fund's net value, making it the largest holding [2] - Great Wall Jiurun Mixed A (002512) has a total scale of 18.9091 million CNY and has achieved a return of 28.73% this year, ranking 3335 out of 8140 in its category, with a one-year return of 23.11%, ranking 3228 out of 8056 [2] Group 3 - The fund manager of Great Wall Jiurun Mixed A (002512) is Chen Ziyang, who has been in the position for 2 years and 94 days, managing a total asset scale of 12.7 million CNY, with the best fund return during his tenure being 56.44% and the worst being 28.4% [3]

Core Viewpoint - The company, China Shipbuilding (邯郸) Special Gas Co., Ltd., has recently gained a qualified supplier certification from Japan's GIGAPHOTON for its photolithography gas products, enhancing its competitiveness in the semiconductor industry [3]. Company Overview - China Shipbuilding Special Gas Co., Ltd. is a subsidiary of China Shipbuilding Industry Corporation, primarily engaged in the research, production, and sales of electronic specialty gases and trifluoromethanesulfonic acid series products [2][4]. - The company was established on December 21, 2016, and went public on April 21, 2023. Its main business revenue composition includes 87.89% from electronic specialty gases, 10.70% from trifluoromethanesulfonic acid series, and 1.41% from other sources [9]. Recent Developments - The company’s photolithography gas products (Kr/Ne, Ar/Ne/Xe) have met the stringent requirements of the high-end semiconductor manufacturing sector, as evidenced by the certification from GIGAPHOTON, which is valid until July 23, 2030 [3]. - The National Integrated Circuit Fund Phase II holds 6.3546 million shares of the company, accounting for 1.20% of the total share capital [4]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.607 billion yuan, representing a year-on-year growth of 16.27%, and a net profit attributable to shareholders of 245 million yuan, up 4.87% year-on-year [10]. - The company has distributed a total of 308 million yuan in dividends since its A-share listing [11]. Market Position - The company is categorized under the semiconductor materials sector and is recognized as a "中字头" stock, indicating its control by state-owned enterprises or central government agencies [5][10]. - As of September 30, 2025, the company had 11,900 shareholders, with an average of 12,159 circulating shares per person, reflecting a decrease of 16.21% in shareholder numbers compared to the previous period [10].

二〇二五年十一月 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 年第四次临时股东会的 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 关于中船（邯郸）派瑞特种气体股份有限公司 2025 年第四次临时股东会的 法律意见书 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 年第四次 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》 ...

证券代码：688146 证券简称：中船特气 公告编号：2025-053 中船（邯郸）派瑞特种气体股份有限公司 2025年第四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。 重要内容提示： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东会召开的时间：2025 年 11 月 11 日 （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 | 152 | | --- | --- | | 普通股股东人数 | 152 | | 2、出席会议的股东所持有的表决权数量 | 433,635,033 | | 普通股股东所持有表决权数量 | 433,635,033 | | 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 | 81.9088 | | 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（%） | 81.9088 | （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。 ...

Group 1 - The stock price of China Shipbuilding Special Gas Co., Ltd. (中船特气) decreased by 2.02% on November 11, trading at 44.53 CNY per share with a total market capitalization of 23.575 billion CNY [1] - Year-to-date, the stock has increased by 54.26%, with a recent decline of 2.98% over the last five trading days, a 6.94% increase over the last 20 days, and a 26.54% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on October 28, where it recorded a net buy of -12.4898 million CNY [1] Group 2 - China Shipbuilding Special Gas was established on December 21, 2016, and went public on April 21, 2023, focusing on the research, production, and sales of electronic special gases and trifluoromethanesulfonic acid series products [2] - The main revenue sources are electronic special gases (87.89%), trifluoromethanesulfonic acid series (10.70%), and other (1.41%) [2] - As of September 30, 2025, the company reported a revenue of 1.607 billion CNY, a year-on-year increase of 16.27%, and a net profit attributable to shareholders of 245 million CNY, up 4.87% year-on-year [2] Group 3 - Since its A-share listing, China Shipbuilding Special Gas has distributed a total of 308 million CNY in dividends [3] - As of September 30, 2025, the top ten circulating shareholders include several new entrants, such as Invesco Great Wall Electronic Information Industry Fund and Invesco Great Wall Preferred Mixed Fund [3] - The number of shareholders decreased by 16.21% to 11,900, while the average circulating shares per person increased by 19.35% to 12,159 shares [2][3]

Group 1 - The core viewpoint of the news is the performance and market position of China Shipbuilding Special Gas Co., Ltd., which saw a stock price increase of 5.01% to 46.99 CNY per share, with a total market capitalization of 24.877 billion CNY [1] - The company specializes in the research, production, and sales of electronic special gases and trifluoromethanesulfonic acid series products, with electronic special gases accounting for 87.89% of its main business revenue [1] - The company was established on December 21, 2016, and went public on April 21, 2023 [1] Group 2 - Longcheng Fund has a significant holding in China Shipbuilding Special Gas, with its Longcheng Jiurun Mixed A Fund (002512) holding 28,200 shares, representing 6.44% of the fund's net value, making it the largest holding [2] - The Longcheng Jiurun Mixed A Fund has achieved a year-to-date return of 25.67% and a one-year return of 24.13%, ranking 3,693 out of 8,148 and 3,360 out of 8,053 respectively in its category [2] - The fund manager, Chen Ziyang, has been in position for 2 years and 87 days, with the best fund return during his tenure being 54.35% [3]

Group 1 - The core viewpoint of the news is the performance and market position of China Shipbuilding Special Gas Co., Ltd., which saw a stock price increase of 5.01% to 46.99 CNY per share, with a total market capitalization of 24.877 billion CNY [1] - The company specializes in the research, production, and sales of electronic special gases and trifluoromethanesulfonic acid series products, with electronic special gases accounting for 87.89% of its main business revenue [1] - The company was established on December 21, 2016, and went public on April 21, 2023 [1] Group 2 - Huatai-PB Fund holds a significant position in China Shipbuilding Special Gas, with its Huatai-PB CSI 1000 Index Enhanced A Fund (019240) owning 99,500 shares, representing 0.93% of the fund's net value [2] - The fund has achieved a year-to-date return of 39.33% and ranks 1237 out of 4216 in its category [2] - The fund was established on September 19, 2023, and has a current scale of 379 million CNY [2] Group 3 - The fund manager of Huatai-PB CSI 1000 Index Enhanced A is Da Huang, who has a tenure of 5 years and 182 days [3] - Under Da Huang's management, the fund has achieved a best return of 72.1% and a worst return of -1.19% [3] - The total asset size of the fund is currently 2.885 billion CNY [3]

Core Viewpoint - The commissioning ceremony of China's first electromagnetic aircraft carrier, Fujian, took place on November 5 in Sanya, Hainan, leading to a significant surge in related A-share stocks [1] Group 1: Company Impact - Stocks related to China Shipbuilding Group experienced a sharp increase, with China Shipbuilding Industry Group's gas segment rising by 2.66% [1] - Other companies such as Kunshan Intelligent, China Defense, and China Shipbuilding also saw notable gains, indicating a positive market reaction to the event [1]