Core Viewpoint - Shareholders of Huate Gas plan to reduce their holdings by up to 2% of the company's total shares through block trading due to personal funding needs [1] Group 1: Shareholder Actions - Shareholders Xiamen Huahong Duofu Investment Partnership (Limited Partnership), Xiamen Huahuo Duofu Investment Partnership (Limited Partnership), and Xiamen Huajin Duofu Investment Partnership (Limited Partnership) intend to collectively reduce their holdings by no more than 2.4 million shares [1] - The reduction period is set from February 4, 2026, to April 30, 2026 [1] - The total shares to be reduced represent a maximum of 2% of the company's total share capital [1]

人民财讯1月11日电，华特气体(688268)1月11日公告，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2026年2月4日 至2026年4月30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 company will hold its first extraordinary general meeting of 2026 on January 29, 2026, at 15:00 in its conference room located in Foshan, Guangdong Province [2][5] - Shareholders can participate in voting through both on-site and online methods, with specific time slots for online voting provided [3][7] - The company will remind small and medium-sized investors about the meeting and voting through smart SMS notifications [8] Group 2 - The company has announced that the expected daily related transactions for 2026 will amount to RMB 27 million, which are necessary for its daily operations and follow market pricing principles [21][23] - The board of directors has approved the expected daily related transactions without the need for shareholder meeting review [22] - The company emphasizes that these transactions will not harm the interests of the company or its shareholders and will not affect its independence [21][30] Group 3 - The company has decided to conclude the "Annual Production of 1,764 Tons of Semiconductor Materials Construction Project" and will permanently supplement its working capital with the surplus funds amounting to RMB 112.63 million [33][39] - The company has postponed the expected completion date of the "Research and Development Center Construction Project" to July 2026 [43][41] - The surplus funds will be used to enhance the efficiency of fund utilization and meet the company's operational needs [39][44]

证券日报网讯1月9日，华特气体发布公告称，公司将于2026年1月29日召开2026年第一次临时股东会。 ...

资金永久补充流动资金的核查意见 中信建投证券股份有限公司关于 广东华特气体股份有限公司 部分募集资金投资项目延期及部分募集资金投资项目结项并将节余 中信建投证券股份有限公司（以下简称"中信建投"或"保荐人"）作为广东华 特气体股份有限公司（以下简称"华特气体"或"公司"）向不特定对象发行可转换 公司债券并在科创板上市及持续督导的保荐人，根据《证券发行上市保荐业务管 理办法》《上市公司募集资金监管规则》《上海证券交易所科创板股票上市规则》 《上海证券交易所上市公司自律监管指引第 11 号——持续督导》《上海证券交易 所科创板上市公司自律监管指引第 1 号——规范运作》等有关规定，对公司部分 募集资金投资项目延期及部分募集资金投资项目结项并将节余资金永久补充流 动资金的事项进行了核查，具体情况如下： 一、募集资金的基本情况 经中国证券监督管理委员会《关于同意广东华特气体股份有限公司向不特定 对象发行可转换公司债券注册的批复》（证监许可[2023]158 号）核准，公司向不 特定对象发行可转换公司债券 6,460,000 张，每张面值为人民币 100 元，募集资 金总额为人民币 646,000,000.00 元，扣 ...

| 证券代码：688268 | 证券简称：华特气体 | 公告编号：2026-002 | | --- | --- | --- | | 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 关于部分募投项目延期及部分募投项目结项并 将节余资金永久补充流动资金的公告 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、准确性和完整性承担法律责任。 重要内容提示： 本次结项的募投项目名称："年产 1,764 吨半导体材料建设项目" 本次节余金额为 11,262.59 万元（含利息及理财收益,实际金额以资 金转出当日专户余额为准），公司拟将节余资金永久补充流动资金，用于公 司日常生产经营。 广东华特气体股份有限公司（以下简称"华特气体"或"公司"）于 2026 年 1 月 9 日召开第四届董事会第二十四次会议审议通过了《关于部分募投项 目结项并将节余募集资金永久补充流动资金的议案》和《关于部分募集资金 投资项目延期的议案》，同意公司将募投项目"年产 1,764 吨半导体材料建 设项目"结项，并将节余募集资金用于永久补充公司流动资金，该事项尚需 ...

| 证券代码：688268 | 证券简称：华特气体 | 公告编号：2026-003 | | --- | --- | --- | | 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 2026 年度日常关联交易预计的公告 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： 本次日常关联交易预计事项无需提交股东会审议。 日常关联交易对上市公司的影响：广东华特气体股份有限公司（以下简 称"公司"）2026年度预计的日常关联交易均是根据公司日常生产经营所需， 遵循市场定价原则，定价客观、合理、公允，不存在损害公司及股东利益的情 况。公司的主要业务不会因此形成对关联人的依赖，不影响公司的独立性。 一、日常关联交易基本情况 （一）日常关联交易履行的审议程序 2026 年 1 月 6 日，公司召开第四届董事会独立董事专门会议第四次会议， 审议了《关于 2026 年度日常关联交易预计的议案》，全体独立董事一致同意通 过该议案，并提交公司董事会审议。 2026 年 1 月 9 日，公司召开的第 ...

| 证券代码：688268 | 证券简称：华特气体 | 公告编号：2026-004 | | --- | --- | --- | | 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2026年第一次临时股东会的通知 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 2026年第一次临时股东会 （三） 投票方式：本次股东会所采用的表决方式是现场投票和网络投票相结合 的方式 （四） 现场会议召开的日期、时间和地点 召开日期时间：2026 年 1 月 29 日 15 点 00 分 召开地点：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 （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2026 年 1 月 29 日 至2026 年 1 月 29 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 股东会召开日期 ...

Core Viewpoint - The article discusses the competitive landscape of the global electronic gases market, highlighting the dominance of companies from Europe, the United States, and Japan in this sector [3]. Group 1: Major Companies in Europe and the United States - Linde Group (Germany/Ireland) is a leading industrial gas company with a projected revenue of $33 billion for the fiscal year 2024, where electronic gases account for approximately $3 billion, or 9% of its total revenue [6]. - Air Liquide (France) anticipates a revenue of €27.058 billion for the fiscal year 2024, with electronic gases contributing around €2.4 billion, also representing 9% of its total revenue [6]. - Air Products and Chemicals (USA) reported a total revenue of $12.6 billion in 2023, focusing on the sale of industrial gases and specialty gases [6]. - Merck KGaA (Germany) has a strong position in high-purity electronic specialty gases, particularly in the semiconductor processing sector [6]. - Entegris (USA) expects a revenue of $3.2 billion in 2024, with its electronic gas revenue scale unspecified [6]. - Messer Group (Germany) has a projected revenue of €4.5 billion in 2024, with electronic gas revenue details not disclosed [6]. - Solvay (Belgium) is a leading producer of advanced materials and specialty chemicals, including electronic chemicals [6]. - REC Silicon (Norway) is a major producer of high-purity polysilicon and silane gases, with a projected revenue of $140 million in 2024 [6]. Group 2: Major Companies in Japan - Taiyo Nippon Sanso is Japan's largest industrial gas and air separation equipment manufacturer, with a projected revenue of ¥1.31 trillion for the fiscal year 2024 [7]. - Resonac (formerly Showa Denko) has electronic gas products including high-purity gases, with an expected revenue of ¥1.39 trillion in 2024 [7]. - Kanto Denka is a major supplier of fluorinated gases, focusing on semiconductor cleaning and etching processes, with an overall revenue of approximately ¥380 billion in 2023 [7]. - Sumitomo Seika offers a wide range of electronic specialty gases, with a projected revenue of ¥150 billion for the fiscal year 2025 [7]. - Iwatani Corporation specializes in rare gases and semiconductor specialty gases, contributing significantly to the electronic gas market [7]. - Central Glass focuses on high-purity fluorinated gases for semiconductor manufacturing [7]. - ADEKA Corporation has a strong position in high-end fluorinated chemicals and electronic functional materials [7]. - Daikin Industries is a major supplier of fluorinated electronic specialty gases, with significant production capacities [7]. Group 3: Major Companies in South Korea - Daesung Industrial Gases is a key supplier of electronic specialty gases, with a projected revenue of approximately 1.48 trillion KRW (around $1.12 billion) for the fiscal year 2024 [8]. - SK Specialty focuses on semiconductor gases, with major products including trifluorine and hexafluorotungsten, serving major clients like Samsung and SK Hynix [8]. - Wonik Materials is a leading manufacturer of electronic specialty gases, with a focus on ammonia and nitrous oxide [8]. - Foosung specializes in fluorinated electronic gases, particularly hexafluorotungsten and trifluorine [8]. - Hyosung TNC has a strong position in the electronic specialty gas market, particularly in trifluorine [8]. Group 4: Major Companies in China - TEAN is the largest domestic electronic specialty gas company, with a revenue of 1.695 billion CNY in 2024, covering over 80 products [9]. - Yingde Gases is a leading independent industrial gas producer, with a revenue of 16.1 billion CNY in 2021 [9]. - Jiangsu Nanda Optoelectronic Materials is a leading manufacturer of phosphine and arsine, with a revenue of 1.506 billion CNY in 2024 [9]. - Wu Hua Chemical Technology Group is a major supplier of fluorinated electronic gases, with significant production capacities [9]. - Guangdong Huate Gas is a comprehensive service provider of electronic bulk gases, with a projected revenue of 1.84 billion CNY in 2024 [9].

Core Viewpoint - The Ministry of Commerce announced an anti-dumping investigation into imported dichlorodihydrosilane from Japan, which has led to significant stock price increases for several domestic gas companies, indicating potential growth opportunities in the semiconductor materials sector [1] Group 1: Industry Impact - The investigation period for the anti-dumping case is set from July 1, 2024, to June 30, 2025, with the damage investigation period from January 1, 2022, to June 30, 2025 [1] - Dichlorodihydrosilane is primarily used in the chip manufacturing process for thin film deposition, applicable in the production of logic chips, memory chips, analog chips, and other types of chips [1] Group 2: Company Developments - Domestic leading companies have achieved technological breakthroughs and secured orders, with Sanfu Co., Ltd. showing notable performance [1] - In December 2023, Sanfu's wholly-owned subsidiary's electronic-grade DCS product passed quality verification by TSMC and delivered its first batch of official products [1] - By September 2025, Sanfu reported successful promotion of this product in high-end applications for international clients, with increasing sales volume from domestic customers [1] - Sanfu's project for an annual production capacity of 500 tons of electronic-grade dichlorodihydrosilane has completed construction and entered trial production, with capacity set to be released soon [1]