华特气体公告称，"赖明贵诉公司合同纠纷""公司诉赖明贵股权转让纠纷"和"公司诉赖明贵违约"3起关 联案件已达成和解。协议及所签《产品采购合同》于12月16日生效，公司将按约撤回起诉并不再上诉。 约定公司向中氟能采购气体产品，期限至2030年底；此前协议满足条件即解除；公司退还2000万元履约 保证金，赖明贵补偿900万元；生效3日内，公司撤案并申请解除保全。和解对业绩影响待定。 ...

Core Insights - The chemical industry report indicates a mixed performance in chemical product prices, with 42 products increasing in price, 37 decreasing, and 21 remaining stable during the week of December 8-14 [1][2] - The report suggests focusing on undervalued leading companies, the impact of "anti-involution" on supply in related sub-industries, and the importance of self-sufficiency in electronic materials and certain new energy materials amid price increases [1][6] Industry Dynamics - In the week of December 8-14, 47% of tracked chemical products saw a month-on-month price increase, while 44% experienced a decrease, and 9% remained unchanged [2] - The top price increases were noted in nitric acid, sulfuric acid, raw salt, bisphenol A, and TDI, while the largest declines were in PVA, LLDPE, trichloroethylene, and NYMEX natural gas [2] Oil Market Overview - International oil prices fell, with WTI crude oil futures closing at $57.44 per barrel (down 2.45%) and Brent crude at $61.12 per barrel (down 2.19%) [3] - The U.S. oil production averaged 13.853 million barrels per day, an increase of 38,000 barrels from the previous week and 222,000 barrels from the same period last year [3] - U.S. oil demand rose to an average of 21.082 million barrels per day, with gasoline demand increasing to 8.456 million barrels per day [3] TDI Market Analysis - TDI prices increased to an average of 14,713 yuan/ton, up 2.49% week-on-week and 5.51% month-on-month [4] - TDI production decreased, with an overall operating rate of approximately 58.55%, and various factories experiencing operational issues [4] - Average costs for TDI were 11,819 yuan/ton, down 0.92% week-on-week, while average gross profit rose by 31.79% week-on-week [4] Methionine Market Analysis - Methionine prices decreased to an average of 17,900 yuan/ton, down 2.45% week-on-week and 9.14% month-on-month [5] - The production remained stable at 18,350 tons, with an operating rate of 89.42% [5] - The cost of methionine was 13,853.73 yuan/ton, with a gross profit margin of 23.67% [5] Valuation Metrics - As of December 12, the TTM price-to-earnings ratio for the SW basic chemical sector was 24.14, and the price-to-book ratio was 2.19 [6] - The SW oil and petrochemical sector had a TTM price-to-earnings ratio of 12.85 and a price-to-book ratio of 1.24 [6] Investment Recommendations - The report recommends focusing on undervalued leading companies, sectors benefiting from policy support, and emerging fields such as semiconductor materials and new energy materials [6] - Specific companies highlighted for investment include Wanhua Chemical, Hualu Hengsheng, and others [6][7]

格隆汇12月10日｜有投资者在互动平台向华特气体提问：中日关系对中国产业链自主化进程影响很大， 那么在特气领域，华特气体在国产替代能力能否承接这种结构信号性变化？或者说，高端气体是否面临 卡脖子风险？华特气体能补多少短板？ 华特气体回复称，公司已有55款电子特气产品可实现进口替 代；尽管近年来国内企业有所发展，但截至2024年，海外气体巨头依然占据国内特气市场的主导地位， 公司在国内的市场份额占比不到5%；公司将重点针对集成电路、新能源、医疗大健康等领域的关键气 体产品展开研发，加速推进高端电子特气产品的成果转化及认证进程，提升产品的市场竞争力和占有 率，同时积极开拓更多细分市场，通过深入挖掘市场需求，精准定位目标客户群体，与客户建立起长 期、稳固且互利共赢的供应合作关系。 ...

是否会对上市公司损益产生负面影响：前期相关诉讼"赖明贵诉公司合 同纠纷一案"已作出一审判决，本次诉讼尚未开庭审理，最终的判决结果尚不确 定，目前无法预计对公司本期利润或期后利润的影响，亦无法预计对相关诉讼后 续判决结果的影响，最终实际影响需以法院生效判决结果或双方最终达成的和解 协议为准。公司将根据相关诉讼进展情况及时履行信息披露义务，敬请投资者注 意投资风险。 | 转债代码：118033 | 转债简称：华特转债 | | | --- | --- | --- | | 证券代码：688268 | 证券简称：华特气体 | 公告编号：2025-070 | 广东华特气体股份有限公司 关于前期提起重大诉讼的进展公告 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： 案件所处的诉讼阶段：已立案受理，尚未开庭审理（前期相关诉讼"赖 明贵诉公司合同纠纷一案"作出一审判决） 上市公司所处的当事人地位：广东华特气体股份有限公司（以下简称"公 司"）为原告（前期相关诉讼"赖明贵诉公司合同纠纷一案"公司为被告） 截至目前，"赖明贵诉公 ...

广东华特气体股份有限公司 关于注销部分回购股份并减少注册资本 暨通知债权人的公告 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。 一、通知债权人的原因 广东华特气体股份有限公司（以下简称"公司"）于 2025 年 11 月 17 日召 开第四届董事会第二十三次会议，于 2025 年 12 月 4 日召开 2025 年第二次临时 股东会，审议通过了《关于变更回购股份用途并注销暨减少注册资本、修订公司 章程并办理工商变更登记的议案》，同意公司将存放于回购专用账户中的 308,556 股已回购股份的用途进行调整，由"用于员工持股计划或股权激励"调 整为"用于注销并相应减少注册资本"，同时按照相关规定办理注销手续。 本次注销部分回购股份完成后，公司注册资本预计将由人民币 12,030.4921 万元减少至人民币 11,999.6365 万元，公司总股本预计将由 12,030.4921 万股变 更为 11,999.6365 万股。具体内容详见公司于 2025 年 11 月 18 日、2025 年 12 月 5 日在上海证券交易所网站 ...

| 证券代码：688268 | 证券简称：华特气体 | 公告编号：2025-068 | | --- | --- | --- | | 转债代码：118033 | 转债简称：华特转债 | | 广东华特气体股份有限公司 2025年第二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 12 月 4 日 （二） 股东会召开的地点：广东省佛山市南海区里水镇和顺逢西村文头岭脚东 侧广东华特气体股份有限公司会议室 （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 | 105 | | --- | --- | | 普通股股东人数 | 105 | | 2、出席会议的股东所持有的表决权数量 | 51,382,885 | | 普通股股东所持有表决权数量 | 51,382,885 | | 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 ...

股东会法律意见书 : 律师能够 DIAI. LAW FIR 2025 年第二次临时股东会的法律意见书 信达科会字(2025)第 058号 致:广东华特气体股份有限公司 中国深圳市福田区益田路 6001 号太平金融大厦 11、12 楼 邮编: 518038 I 1-12/F, TAIPING FINANCE TOWER, YITIAN ROAD 6001, FUTIAN DISTRICT, SHENZHEN, P.R. CHINA 电话(Tel):(0755)88265288 传真(Fax):(0755)88265537 电子邮件(E-mail): info@sundiallawfirm.com 网址(Website): www.sundiallawfirm.com 广东信达律师事务所 关于广东华特气体股份有限公司 广东信达律师事务所(以下简称"信达")接受广东华特气体股份有限公司 (以下简称"公司")的委托,指派信达律师出席公司 2025年第二次临时股东 会(以下简称"本次股东会"),对本次股东会的合法性进行见证,并出具《广 东信达律师事务所关于广东华特气体股份有限公司 2025年第二次临时股东会的 法律意见 ...

证券之星消息，11月25日，华特气体（688268）融资买入2919.55万元，融资偿还2863.31万元，融资净 买入56.23万元，融资余额4.16亿元，近3个交易日已连续净买入累计1286.94万元。 小知识 融券方面，当日无融券交易。 融资融券：融资余额增加反映市场做多情绪强化，融资余额减少反映市场观望情绪或者看空情绪强化； 相应的，融券余额增加反映市场看空情绪增强，融券余额减少反映市场观望情绪增强或者看多情绪增 强。需注意的是，由于融资融券的财务杠杆效应，融资融券对投资者来说也是一把双刃剑，好比放大镜 一般，盈利情况下，利润会成倍增长，亏了也能把亏损放大很多。 融资融券余额4.16亿元，较昨日上涨0.13%。 | 交易日 | 两融余额(元) | 余额变动 (元) | 变动幅度 | | --- | --- | --- | --- | | 2025-11-25 | 4.16亿 | 55.76万 | 0.13% | | 2025-11-24 | 4.16亿 | 876.88万 | 2.15% | | 2025-11-21 | 4.07亿 | 354.00万 | 0.88% | | 2025-11-20 | ...

证券日报网讯华特气体11月25日在互动平台回答投资者提问时表示，2025年10月31日公司股东人数为 13399户。 （文章来源：证券日报） ...

分组1 - Weili Medical plans to distribute a cash dividend of 2 yuan per 10 shares to all shareholders, based on an undistributed profit of 704 million yuan as of September 30, 2025 [1] - Tongding Interconnect's shareholder plans to reduce their stake by up to 0.49%, equating to a maximum of 605,800 shares [1] - Caitong Securities has received approval from the China Securities Regulatory Commission to issue short-term corporate bonds with a total face value of up to 5 billion yuan [1] 分组2 - Youfu Food intends to use 70 million yuan of its own funds to invest in wealth management products with expected annual returns of up to 4.2% [3] - Keres received an administrative regulatory decision from the Guangdong Securities Regulatory Bureau for violations related to accounts receivable aging calculations and related party transactions [5] - Ouma Software's controlling shareholder has completed the transfer of state-owned equity, changing the controlling shareholder to Shandong Guotou [7] 分组3 - ST Huapeng's wholly-owned subsidiary has completed a major overhaul project and is now in production [8] - Beiqi Blue Valley has received approval from the China Securities Regulatory Commission for a stock issuance to specific investors [8] - Weijie Chuangxin received a government subsidy of 5 million yuan, accounting for 21.07% of its projected net profit for 2024 [9] 分组4 - China Resources Double Crane's subsidiary has received a drug registration certificate for a hypertension treatment drug [11] - Huafeng shares are continuing to suspend trading due to a planned change in control [13] - Kaifa Electric's shareholder plans to transfer 36.6869 million shares, representing 11.63% of the total share capital [14] 分组5 - Heng Rui Medicine has received approval for two clinical trials for innovative anti-tumor drugs [15] - Kosen Technology plans to invest 30 million USD to establish a new production base in Malaysia [17] - Sanxing Medical's subsidiary is expected to win a procurement project from the State Grid worth approximately 107 million yuan [18] 分组6 - Sitai Li's subsidiary has received a drug registration certificate for a contrast agent used in MRI [21] - Daren Tang's subsidiary has received a drug registration certificate for a pain relief gel [22] - Saike Xide has received approval for three medical device products, expanding its product range in the in vitro diagnostic field [23] 分组7 - Hasa Lian has elected a new chairman and vice chairman for its board of directors [24] - Two-sided Needle's subsidiary plans to invest 68.8522 million yuan in a production base expansion project [25] - Sunshine Nuohe plans to transfer 70% of its controlling subsidiary's equity for 2 million yuan [26] 分组8 - Hengbang shares received an administrative regulatory decision from the Shandong Securities Regulatory Bureau for failing to complete the election of independent directors [27] - Huali shares plan to sign a related transaction contract worth approximately 59.2847 million yuan [28] - Shangwei shares plan to invest 520.4 million yuan to gain a controlling stake in Sichuan Zhongfu Taihua [30] 分组9 - Zejing Pharmaceutical's ZG006 has been included in the list of breakthrough therapeutic varieties for treating advanced neuroendocrine cancer [32] - Yaopi Glass's shareholder plans to reduce their stake by up to 2.26%, equating to a maximum of 21.1469 million shares [34] - Huate Gas has initiated a major lawsuit involving a claim of 180 million yuan [36] 分组10 - Zhongchumei's controlling shareholder plans to increase their stake by between 42 million and 80 million yuan [37] - Huitong shares' shareholder plans to reduce their stake by up to 1% [38] - Miaowei Exhibition plans to apply for an initial public offering of H shares on the Hong Kong Stock Exchange [40] 分组11 - Tianqi Lithium's subsidiary has appealed to the Chilean Supreme Court regarding a partnership agreement with SQM and Codelco [42] - Naxin Micro plans to repurchase shares worth between 200 million and 400 million yuan [44] - Pingao shares have reported significant uncertainty regarding future business development and profitability [46] 分组12 - Shunyu shares have been pre-selected for a project worth 1.023 billion yuan [48] - Zhongyuan Neipei plans to acquire a 2.5% share in an aerospace industry fund for 50 million yuan [50] - Huifa Food's shareholder plans to reduce their stake by up to 3%, equating to a maximum of 727.14 million shares [53] 分组13 - Junshi Biosciences' subcutaneous PD-1 new formulation has reached its primary endpoint in a Phase III clinical trial [54] - Industrial Fulian clarified that it has not lowered its fourth-quarter profit target amid market rumors [55] - Longpan Technology's subsidiary has signed a major supply agreement for lithium iron phosphate materials, significantly increasing the supply volume [56]