预计 2025 年第三季度起，广钢利润将明显增长，并保持长期上行趋势。 预计 2026 年利润将达到 4.5 至 5 亿元左右，未来几年复合增速可能达 到四五十甚至更高。 Q&A 广钢气体的核心业务和商业模式是什么？ 广钢气体是一家专注于半导体材料，特别是电子大宗气的公司。其商业模式主 要是为下游客户（如半导体工厂）建设气站，并提供长期稳定的供气服务，一 般合同期为 15 年。这种模式确保了长期稳定的现金流。此外，广钢在电子大 宗气领域具有较高的进入门槛，能够提供多种类、稳定供应的能力，使其在行 业内具备竞争优势。 广钢气体在全球和国内市场中的地位如何？ 广钢气体 20260108 摘要 广钢气体是国内少数能与林德、液空等国际巨头竞争电子大宗气订单的 企业，已获得长鑫存储、京东方等重要客户订单，确保长期稳定现金流。 电子大宗气是半导体制造关键材料，需求随技术升级和产能扩张增长。 一个投资三四百亿的半导体工厂，其电子大宗气 15 年长订单可达 60- 70 亿元。 受益于全球存储景气周期及长鑫、长江存储等企业扩产，广钢股价表现 良好。国内存储产能若达 200 万片/月，仅这两家客户或为广钢带来超 100 亿元订 ...

从资金流向上来看，当日电子化学品板块主力资金净流出32.2亿元，游资资金净流入8.67亿元，散户资金 净流入23.52亿元。电子化学品板块个股资金流向见下表： 证券之星消息，1月8日电子化学品板块较上一交易日下跌0.08%，思泉新材领跌。当日上证指数报收于 4082.98，下跌0.07%。深证成指报收于13959.48，下跌0.51%。电子化学品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688106 | 金宏气体 | 24.20 | 11.11% | 58.76万 | 14.79亿 | | 688548 | 广钢气体 | 19.00 | 4.86% | 60.56万 | 11.18亿 | | 600330 | 天通股份 | 14.19 | 4.26% | 209.23万 | 29.38 乙 | | 301319 | 唯特偶 | 55.24 | 4.03% | 4.63万 | 2.53亿 | | 688268 | 华特气体 | 68.45 | 2.98% | 15.13 ...

存储材料：Opex 业务直接受益下游高景气及承接 Capex 后周期产能释放 20260107 摘要 长鑫存储四季度单季度净利润接近 40 亿元，预计 2026 年全年利润规 模可达三四百亿元，并计划上市募资超过 300 亿元人民币，显示出强劲 的增长势头。 长鑫和长存在全球存储市场份额虽不足 5%，但正通过高资本开支周期 大幅扩产，目标是完成国产替代并显著提升全球市占率，有望在五年内 成为全球领先者。 中国大陆已是全球第二大半导体市场，随着新产能释放，市场份额将进 一步提升。硅片是晶圆制造材料中占比最大的部分，国内厂商包括沪硅 产业等，而光刻胶和掩模板国产化率较低，存在替代空间。 建议重点关注安集科技（CMP 抛光液，存储领域敞口高，预计 2025 年 利润 8 亿元）、鼎龙股份（CMP 抛光液）、广钢气体（电子大宗气）和 江丰电子（靶材）等半导体材料公司。 存储周期对半导体材料公司有显著影响，短期内下游原厂价格上涨将提 升稼动率并加速新产能释放，增加原材料需求；长期来看，新产能扩张 将带来耗材需求的持续增长。 Q&A 2026 年半导体设备和材料市场的整体趋势如何？ 半导体材料行业的现状及重点关注领域有哪 ...

1月7日广钢气体（688548）收盘价18.12元，收盘涨停，全天换手率8.69%，振幅20.00%，成交额10.37 亿元。科创板交易公开信息显示，当日该股因日收盘价涨幅达15%等上榜。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交5.13亿元， 其中，买入成交额为2.57亿 元，卖出成交额为2.56亿元，合计净买入45.09万元。具体来看，今日上榜的前五大买入营业部中，有1 家机构专用席位现身，即买一，买入金额分别为10642.59万元，沪股通为第二大买入营业部，买入金额 为7423.40万元，营业部合计买入7625.19万元。卖出营业部中，有2家机构专用席位现身，即卖一、卖 二，卖出金额分别为6938.92万元、6135.17万元，沪股通为第四大卖出营业部，卖出金额为3784.53万 元，营业部合计卖出8787.46万元。买卖金额相抵，机构专用席位今日净卖出该股2431.51万元，沪股通 今日净买入该股3638.87万元。 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 机构专用 | 10642.59 | | 沪股通专用 | 7423.40 | | 东兴证券股份 ...

广钢气体今日20cm涨停，成交额10.37亿元，换手率8.69%，盘后龙虎榜数据显示，沪股通专用席位买 入7423.40万元并卖出3784.53万元，1家机构专用席位净买入1.06亿元，有2家机构专用席位净卖出1.31亿 元。 ...

证券之星消息，12月31日电子化学品板块较上一交易日上涨0.16%，唯特偶领涨。当日上证指数报收于 3968.84，上涨0.09%。深证成指报收于13525.02，下跌0.58%。电子化学品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301319 | 唯特偶 | 55.44 | 8.07% | 7.07万 | | 3.81亿 | | 002584 | 西陇科学 | 9.21 | 4.07% | 52.21万 | | 4.85 Z | | 688548 | 广钢气体 | 14.54 | 3.49% | 15.85万 | | 2.29亿 | | 688545 | 兴福电子 | 37.55 | 2.90% | 9.80万 | | 3.72亿 | | 600330 | 天通股份 | 13.13 | 2.82% | 163.76万 | | 21.60亿 | | 300236 | 上海新阳 | 63.76 | 2.67% | 20.53万 | | 13.15亿 | ...

Core Insights - The domestic nuclear fusion industry is entering a phase of intensive bidding, with significant increases in tender amounts observed in recent months [1] - In October, the tender amount approached 500 million yuan, while November saw a staggering 3.9 billion yuan in tenders [1] - China Fusion Energy Co., Ltd. has announced a new tender budget of nearly 150 million yuan since the fourth quarter [1] Group 1: Tender Amounts - The tender amounts for the nuclear fusion sector have surged, with October's figure nearing 500 million yuan and November's reaching 3.9 billion yuan [1] - China Fusion Energy Co., Ltd. has a new tender budget of approximately 150 million yuan in the fourth quarter [1] Group 2: Winning Companies - Over ten A-share companies have won or are pre-qualified for significant nuclear fusion contracts, including Qi Fan Cable, Wangzi New Materials, and Western Superconducting [1] - Qi Fan Cable won a contract for the procurement of 35kV power cables worth over 1.15 million yuan [1] - Wangzi New Materials' subsidiary, Ningbo Xinrong Electric Technology Co., Ltd., secured a contract worth 79.8 million yuan [1] - Western Superconducting's subsidiary, Xi'an Juneng Superconducting Wire Technology Co., Ltd., won a contract for superconducting wire worth 55 million yuan [1] Group 3: Detailed Bidder Information - A table lists various companies and their respective winning bids, including: - Wangzi New Materials: 79.8 million yuan through its subsidiary [2] - Antai Technology: 69.9 million yuan [2] - Western Superconducting: 55 million yuan through its subsidiary [2] - Other notable companies include Oriental Precision Engineering, China Construction, and others with bids ranging from 1.2 million to 49.1 million yuan [2]

Group 1 - The board of directors of Guangzhou Guanggang Gas Energy Co., Ltd. confirms the authenticity, accuracy, and completeness of the announcement content and assumes legal responsibility for it [1] - The company has received a letter from its continuous supervision institution, Guotai Junan Securities Co., Ltd., regarding the replacement of the continuous supervision sponsor representative [1][2] - The original sponsor representative, Mr. Chen Hui, is unable to continue due to work changes, and Mr. Wang Xinsheng has been appointed to take over his duties [1][2] Group 2 - The new continuous supervision sponsor representatives for the company's initial public offering and listing on the Sci-Tech Innovation Board are Mr. Qin Guoliang and Mr. Wang Xinsheng [2] - The change of sponsor representative will not alter the conclusive opinions previously issued by the sponsor institution and does not involve updating related materials [1][2] - The board expresses sincere gratitude to Mr. Chen Hui for his contributions during the continuous supervision period [3] Group 3 - Mr. Wang Xinsheng holds a master's degree and is currently employed in the investment banking department of Guotai Junan Securities, specializing in the TMT sector [4] - Mr. Wang possesses qualifications as a sponsor representative, non-practicing CPA, and international CPA, with a good record in his practice [4] - He has been involved in various projects, including IPOs and refinancing for different companies [4]

Core Viewpoint - Guangzhou Guanggang Gas Energy Co., Ltd. has announced a change in its continuous supervision representative due to the original representative's work relocation, ensuring the orderly continuation of supervision work [1] Group 1 - The company received a letter from its continuous supervision institution, Guotai Junan Securities Co., Ltd., regarding the replacement of its continuous supervision sponsor representative [1] - Guotai Junan Securities, as the sponsor for the company's initial public offering and listing on the Sci-Tech Innovation Board, has appointed Mr. Qin Guoliang and Mr. Chen Hui as the new sponsor representatives [1] - The continuous supervision period is set to last until December 31, 2026 [1] Group 2 - The original sponsor representative, Mr. Chen Hui, is unable to continue due to work changes, prompting the appointment of Mr. Wang Xinsheng to take over the continuous supervision duties [1]

本次保荐代表人更换后，公司首次公开发行股票并在科创板上市项目的持续 督导保荐代表人为秦国亮先生、王新盛先生。 公司董事会对陈辉先生在持续督导期间所做出的贡献表示衷心感谢！ 特此公告。 广州广钢气体能源股份有限公司 关于更换持续督导保荐代表人的公告 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。 广州广钢气体能源股份有限公司（以下简称"公司"或"广钢气体"）于近 日收到持续督导机构国泰海通证券股份有限公司（以下简称"国泰海通"）《关 于更换广州广钢气体能源股份有限公司持续督导保荐代表人的函》。国泰海通作 为公司首次公开发行股票并在科创板上市项目的保荐机构，指定秦国亮先生、陈 辉先生为公司首次公开发行股票并在科创板上市项目保荐代表人，负责保荐工作 及持续督导工作，持续督导期至2026年12月31日。 原保荐代表人陈辉先生因工作变动原因，无法继续从事对广钢气体的持续督 导工作。为保证持续督导工作的有序进行，国泰海通现委派保荐代表人王新盛先 生（简历详见附件）接替陈辉先生继续履行持续督导工作。 本次保荐代表人的变更不会改变相关材料 ...