股东减持股份计划公告 广东华特气体股份有限公司 本公司董事会、全体董事及相关股东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：688268 | 证券简称：华特气体 | 公告编号：2025-049 | | --- | --- | --- | | 转债代码：118033 | 转债简称：华特转债 | | 大股东持有的基本情况 截至本公告披露日，广东华特气体股份有限公司（以下简称"华特气体"或 "公司"）股东厦门华弘多福投资合伙企业（有限合伙）、厦门华和多福投资合伙 企业（有限合伙）、厦门华进多福投资合伙企业（有限合伙）合计直接持有公司 18,013,600 股股份，占公司总股本的 14.97%，均为无限售条件流通股。 上述股份均为公司首次公开发行前取得的股份，已于 2022 年 12 月 27 日上 市流通。 减持计划的主要内容 公司股东厦门华弘多福投资合伙企业（有限合伙）、厦门华和多福投资合伙 企业（有限合伙）、厦门华进多福投资合伙企业（有限合伙）拟于 2025 年 10 月 13 日至 2026 年 1 月 12 ...

| 证券代码：688268 | 证券简称：华特气体 | 公告编号：2025-048 | | --- | --- | --- | | 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 关于召开 2025 年半年度业绩说明会的公告 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: 会议召开时间：2025 年 09 月 23 日 （星期二） 13:00-14:00 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：上证路演中心网络互动 投资者可于 2025 年 09 月 16 日（星期二）至 09 月 22 日（星期一）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 （zhengqb@huategas.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。 广东华特气体股份有限公司（以下简称"公司"）已于 2025 年 8 ...

人民财讯9月12日电，华特气体(688268)9月12日晚间公告，股东厦门华弘多福投资合伙企业（有限合 伙）、厦门华和多福投资合伙企业（有限合伙）、厦门华进多福投资合伙企业（有限合伙）合计持有公 司14.97%股份，拟通过大宗交易方式减持公司股份，合计减持不超过240万股，占公司总股本的比例不 超过2%。 转自：证券时报 ...

格隆汇9月12日丨华特气体(688268.SH)公布，公司股东厦门华弘多福投资合伙企业（有限合伙）、厦门 华和多福投资合伙企业（有限合伙）、厦门华进多福投资合伙企业（有限合伙）拟于2025年10月13日至 2026年1月12日期间，通过大宗交易方式减持公司股份，合计减持不超过240万股，占公司总股本的比例 不超过2%。 ...

Group 1 - The stock price of Huate Gas increased by 2.05% on September 12, reaching 57.18 CNY per share, with a total market capitalization of 6.879 billion CNY [1] - The company has seen a year-to-date stock price increase of 26.17%, with a recent 5-day increase of 2.84% and a 20-day decrease of 5.44% [1] - Huate Gas specializes in the research, production, and sales of specialty gases, with its main business revenue composition being 62.52% from specialty gases, 22.01% from industrial gases, and 11.98% from equipment and engineering [1] Group 2 - As of June 30, the number of shareholders for Huate Gas was 9,708, a decrease of 15.07% from the previous period, while the average circulating shares per person increased by 17.74% to 12,383 shares [2] - For the first half of 2025, Huate Gas reported a revenue of 677 million CNY, a year-on-year decrease of 5.77%, and a net profit attributable to shareholders of 77.91 million CNY, down 18.97% year-on-year [2] - Since its A-share listing, Huate Gas has distributed a total of 288 million CNY in dividends, with 180 million CNY distributed over the past three years [3]

Company Overview - Guangdong Huate Gas Co., Ltd. is located in Nanhai District, Foshan City, Guangdong Province, and was established on February 5, 1999. The company was listed on December 26, 2019. Its core business involves the research, production, and sales of specialty gases, supplemented by ordinary industrial gases and related gas equipment and engineering services [1][2]. Financial Performance - As of June 30, the number of shareholders for Huate Gas was 9,708, a decrease of 15.07% compared to the previous period. The average circulating shares per person increased by 17.74% to 12,383 shares [2]. - For the first half of 2025, Huate Gas reported operating revenue of 677 million yuan, a year-on-year decrease of 5.77%. The net profit attributable to the parent company was 77.91 million yuan, down 18.97% year-on-year [2]. Stock Performance - On September 11, Huate Gas's stock price increased by 2.04%, reaching 55.89 yuan per share, with a trading volume of 40.66 million yuan and a turnover rate of 0.61%. The total market capitalization stood at 6.724 billion yuan [1]. - Year-to-date, the stock price has risen by 23.32%, with a 3.71% increase over the last five trading days, a 4.67% decrease over the last 20 days, and a 19.37% increase over the last 60 days [1]. Revenue Composition - The revenue composition of Huate Gas is as follows: specialty gases account for 62.52%, ordinary industrial gases for 22.01%, equipment and engineering for 11.98%, and other sources for 3.49% [1]. Dividend Distribution - Since its A-share listing, Huate Gas has distributed a total of 288 million yuan in dividends, with 180 million yuan distributed over the past three years [3].

中信建投证券股份有限公司 1 | 序号 | 工作内容 | 持续督导情况 | | --- | --- | --- | | | 持续督导期间，按照有关规定对上市公司违 | | | | 法违规事项公开发表声明的，应于披露前向 | 本持续督导期间，华特气体未发生按 | | 4 | 上海证券交易所报告，经上海证券交易所审 | 有关规定需公开发表声明的违法违规 事项。 | | | 核后在指定媒体上公告。 | | | | 持续督导期间，上市公司或相关当事人出现 | | | | 违法违规、违背承诺等事项的，应自发现或 | 本持续督导期间，华特气体或相关当 | | | 应当发现之日起五个工作日内向上海证券 | | | 5 | 交易所报告，报告内容包括上市公司或相关 | 事人在持续督导期间未发生违法违 | | | 当事人出现违法违规、违背承诺等事项的具 | 规、违背承诺等事项。 | | | 体情况，保荐机构采取的督导措施等。 | | | | | 本持续督导期间，华特气体及其董事、 | | | 督导上市公司及其董事、高级管理人员遵守 | 高级管理人员遵守法律法规、部门规 | | 6 | 法律法规、部门规章和上海证券交易所发布 | ...

Market Overview - The net inflow of main funds in the Shanghai and Shenzhen markets reached 44.53 billion yuan, with the Sci-Tech Innovation Board seeing a net inflow of 1.295 billion yuan [1] - A total of 275 stocks experienced net inflows, while 311 stocks saw net outflows [1] Sci-Tech Innovation Board Performance - On the Sci-Tech Innovation Board, 562 stocks rose, with 7 stocks hitting the daily limit, including Yuchan Intelligent and Xiamen Tungsten [1] - The top three stocks with the highest net inflow were: - Lanke Technology: 430.46 million yuan - Borui Pharmaceutical: 306.50 million yuan - Tianyue Advanced: 218.43 million yuan [2] Continuous Fund Flow - There are 33 stocks with continuous net inflows for more than three trading days, with Hanwujing leading at 13 consecutive days [2] - Conversely, 166 stocks experienced continuous net outflows, with Huate Gas leading at 15 consecutive days [2] Key Stocks with Significant Fund Inflows - The following stocks had notable net inflows: - Lanke Technology: 430.05 million yuan, with a flow rate of 8.09% and a price increase of 5.41% [2] - Borui Pharmaceutical: 306.50 million yuan, with a flow rate of 18.56% and a price increase of 9.50% [2] - Tianyue Advanced: 218.43 million yuan, with a flow rate of 10.12% and a price increase of 20.00% [2] Stocks with Significant Fund Outflows - The stocks with the highest net outflows included: - Dongxin Co., with a net outflow of 311 million yuan and a price decrease of 0.04% [1] - Sainuo Medical: 219 million yuan outflow [1] - Haiguang Information: 129 million yuan outflow [1]

Company Overview - Guangdong Huate Gas Co., Ltd. is located in Nanhai District, Foshan City, Guangdong Province, and was established on February 5, 1999. The company was listed on December 26, 2019. Its core business involves the research, production, and sales of specialty gases, supplemented by ordinary industrial gases and related gas equipment and engineering services [1][2]. Financial Performance - As of June 30, Huate Gas reported a revenue of 677 million yuan for the first half of 2025, a year-on-year decrease of 5.77%. The net profit attributable to the parent company was 77.91 million yuan, down 18.97% year-on-year [2]. - The company has cumulatively distributed 288 million yuan in dividends since its A-share listing, with 180 million yuan distributed over the past three years [3]. Stock Performance - On September 5, Huate Gas's stock price increased by 2.00%, reaching 54.97 yuan per share, with a trading volume of 58.02 million yuan and a turnover rate of 0.88%. The total market capitalization stood at 6.613 billion yuan [1]. - Year-to-date, the stock price has risen by 21.29%, but it has decreased by 4.35% over the past five trading days. Over the last 20 days, the stock increased by 1.14%, and over the last 60 days, it rose by 18.62% [1]. Shareholder Information - As of June 30, the number of shareholders for Huate Gas was 9,708, a decrease of 15.07% from the previous period. The average number of circulating shares per person increased by 17.74% to 12,383 shares [2]. Business Segmentation - The revenue composition of Huate Gas is as follows: specialty gases account for 62.52%, ordinary industrial gases for 22.01%, equipment and engineering for 11.98%, and other supplementary sources for 3.49% [1].

Investment Rating - The report maintains a "Buy" rating for the company, indicating a positive outlook for future performance [6]. Core Views - The company reported a revenue of 677 million yuan in the first half of 2025, a decrease of 5.77% year-on-year, and a net profit attributable to shareholders of 77.91 million yuan, down 18.97% year-on-year [1][2]. - Despite a decline in revenue, the company has seen an increase in the gross margin for specialty gases, which improved by 2.4 percentage points year-on-year, partially offsetting the impact of price declines [2][3]. - The company is actively promoting domestic substitution of specialty gases and has established a comprehensive production base across key economic regions in China, enhancing its international brand influence [3]. Summary by Sections Financial Performance - In Q2 2025, the company achieved a revenue of 339 million yuan, a year-on-year decrease of 12.11%, but a slight quarter-on-quarter increase of 0.23%. The net profit for the quarter was 33.51 million yuan, down 34.36% year-on-year and 24.52% quarter-on-quarter [1][2]. - The specialty gas segment generated 423 million yuan in revenue, down 8.79% year-on-year, while the industrial gas segment saw a revenue increase of 15.26% to 149 million yuan [2]. Cost and Expenses - The company experienced an increase in sales, management, and financial expenses, which rose by 10.3%, 13.5%, and 16.2% respectively in the first half of 2025. Research and development expenses decreased by 7.5% [2]. Profitability Forecast - The report revises the profit forecast for 2025-2027, estimating net profits of 201 million yuan, 247 million yuan, and 283 million yuan respectively, down from previous estimates [3][5]. - The company is expected to maintain strong demand for specialty gases driven by sectors like AI and cloud infrastructure, alongside the release of new production capacities [3]. Valuation Metrics - The report provides a summary of key financial metrics, including projected revenue growth rates and profit margins, indicating a gradual recovery in the coming years [5][12].