Core Points - The company, Guangzhou Guanggang Gas Energy Co., Ltd., is set to list 9,895,488 shares for public trading, which are strategic placement shares with a lock-up period of 24 months [2][4][9] - The shares will become tradable on August 15, 2025, marking the end of the lock-up period [4][9] - The total share capital of the company after the initial public offering (IPO) is 1,319,398,521 shares, with 1,076,178,956 shares subject to lock-up and 243,219,565 shares freely tradable [4][5] Summary by Sections I. Listing Details - The company has received approval from the China Securities Regulatory Commission for its IPO, allowing it to issue 329,849,630 shares [4] - The strategic placement shares represent 0.75% of the total share capital [4][9] II. Shareholder Commitments - The sole shareholder of the strategic placement shares, Haitong Innovation Securities Investment Co., Ltd., has committed to a lock-up period of 24 months from the date of the company's IPO [6] - There are no additional special commitments from the shareholder beyond the standard lock-up agreement [7] III. Compliance and Verification - The sponsor institution, Guotai Junan Securities Co., Ltd., has verified that the shareholder has adhered to the commitments made during the IPO process [8] - The listing of the strategic placement shares complies with relevant laws and regulations, ensuring accurate and complete disclosure of information [8]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688548 证券简称：广钢气体 公告编号：2025-022 广州广钢气体能源股份有限公司 首次公开发行战略配售限售股上市流通公告 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： ● 本次股票上市类型为首发战略配售股份（限售期24月）；股票认购方式为网下，上市股数为9,895,488 股。本公司确认，上市流通数量等于该限售期的全部战略配售股份数量。 本次股票上市流通总数为9,895,488股。 ● 本次股票上市流通日期为2025年8月15日 一、本次上市流通的限售股类型 本次上市流通的限售股为公司首次公开发行战略配售限售股，涉及限售股股东数量为1名，为海通创新 证券投资有限公司，限售期为自公司股票上市之日起24个月，该限售股股东对应的股数为9,895,488股， 占公司总股本的比例为0.75%。现上述限售股锁定期即将届满，将于2025年8月15日起上市流通。 二、本次上市流通的限售股形成后至今公司股本数量变化情况 本次上市流通的限售股属于公司首次公 ...

证券日报网讯8月6日晚间，广钢气体发布首次公开发行战略配售限售股上市流通公告称，公司本次股票 上市类型为首发战略配售股份(限售期24个月)；股票认购方式为网下，本次股票上市流通总数为9， 895，488股。本次股票上市流通日期为2025年8月15日。 ...

2024年1至12月份，广钢气体的营业收入构成为：终端客户占比89.32%，其他业务占比6.28%，气体公 司占比4.4%。 （文章来源：每日经济新闻） 广钢气体（SH 688548，收盘价：10.24元）8月6日晚间发布公告称，公司限售股份约989.55万股将于 2025年8月15日解禁并上市流通，占公司总股本比例为0.75%。 ...

证券代码：688548 证券简称：广钢气体 公告编号：2025-022 广州广钢气体能源股份有限公司 首次公开发行战略配售限售股上市流通公告 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： 本次股票上市类型为首发战略配售股份（限售期 24 月）；股票认购方式 为网下，上市股数为9,895,488股。本公司确认，上市流通数量等于该限售期的全 部战略配售股份数量。 本次股票上市流通总数为9,895,488股。 本次股票上市流通日期为2025 年 8 月 15 日 一、 本次上市流通的限售股类型 中国证券监督管理委员会于 2023 年 7 月 4 日出具了《关于同意广州广钢气体 能源股份有限公司首次公开发行股票注册的批复》（证监许可〔2023〕1452 号）， 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"）获准首次向 社会公开发行人民币普通股（A 股）329,849,630 股，并于 2023 年 8 月 15 日在上 海证券交易所科创板挂牌上市。公司首次公开发行后，总股本为 1,319,398, ...

首次公开发行战略配售限售股上市流通的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为 广州广钢气体能源股份有限公司（以下简称"广钢气体"或"公司"）首次公开 发行股票并在科创板上市持续督导保荐机构，根据《证券发行上市保荐业务管理 办法》《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 交易所科创板股票上市规则》《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，对公司首次公开发行战略配售限售股上市流通事 项（以下简称"本次上市流通"）进行了审慎核查，具体情况如下： 一、本次上市流通的限售股类型 国泰海通证券股份有限公司 关于广州广钢气体能源股份有限公司 四、本次上市流通的限售股情况 中国证券监督管理委员会于2023年7月4日出具了《关于同意广州广钢气体能 源股份有限公司首次公开发行股票注册的批复》（证监许可〔2023〕1452号），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"）获准首次向 社会公开发行人民币普通股（A股）329,849,630股，并于2023年8月15日在上海 证券交易所科创板挂牌上市。公司首次公开发行后 ...

7月31日，据广钢气体消息，广钢气体位于杭州建德的先进智造基地已正式建成投产，首台Super-N 30K Pro超高纯制氮机大型模块化真空冷箱下线。 ...

Investment Rating - The industry investment rating is "Positive" [1] Core Viewpoints - The industrial gas sector is experiencing a price upturn, with liquid oxygen showing a continuous year-on-year growth for three consecutive weeks [3][10] - The market for industrial gases in China is approximately 200 billion yuan, with a compound annual growth rate exceeding 10% over the past five years [4][56] - The electronic gas sector is expected to benefit from the gradual recovery of the semiconductor industry, with the global electronic gas market projected to exceed 50 billion yuan by 2025 [54][57] Price Tracking - In June, the average prices for liquid oxygen, liquid nitrogen, and liquid argon were 448 yuan/ton (up 4.7% month-on-month, up 0.5% year-on-year), 480 yuan/ton (up 6% month-on-month, up 5% year-on-year), and 629 yuan/ton (up 3.5% month-on-month, down 35.6% year-on-year) respectively [3][9] - As of July 3, the prices were 449 yuan/ton for liquid oxygen (up 1.4% month-on-month, up 3.5% year-on-year), 469 yuan/ton for liquid nitrogen (down 0.2% month-on-month, up 7% year-on-year), and 628 yuan/ton for liquid argon (down 1.1% month-on-month, down 27% year-on-year) [10] Supply and Demand Tracking - The operating load rate of air separation units in China is showing a rebound, with market supply tightening due to maintenance and increased self-use by major enterprises [36] - In June, the PMI was recorded at 49.7, indicating a slight improvement over the past two months [37] Investment Recommendations - Key recommendations include Hangyang Co., Ltd., with continuous recommendations for Qiaoyuan Co., Ltd. and Shangu Power, and suggestions to pay attention to HeYuan Gas, China Shipbuilding Special Gas, Guanggang Gas, Huate Gas, and Kaimeite Gas [55][56] - The report emphasizes the potential for domestic companies to increase their market share in the electronic gas sector, with a significant shift from foreign to domestic suppliers [53][57]

证券代码：688548 证券简称：广钢气体 公告编号：2025-021 广州广钢气体能源股份有限公司 关于注销部分募集资金专户的公告 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"广钢气体"或"公司"）首 次公开发行股票募集资金按照相关法律、法规和规范性文件的规定在银行开立 了募集资金专用账户及现金管理专用结算账户。公司于近日办理完成了部分募 集资金专用账户的注销手续，具体情况如下： 一、募集资金基本情况 董事会 2025年7月4日 根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司证 券发行注册管理办法》《上海证券交易所科创板股票上市规则》《上市公司募 集资金监管规则》《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》等法律、行政法规、部门规章、规范性文件及公司相关制度的规定， 募集资金到账后，已全部存放于经公司董事会批准开设的募集资金专用账户内， 公司已与保荐机构、募集资金专户开户银行签署了《募集资金专户存储三方监 管协议》，公司及各子公司按规定与 ...

Core Viewpoint - The Chinese electronic bulk gas industry is undergoing a critical transformation from technology catch-up to localized breakthroughs, with a continuously expanding market size and accelerated domestic substitution process. The market size of China's electronic bulk gas is expected to reach approximately 11.2 billion yuan in 2024, representing a year-on-year growth of 8.74% [1][16]. Industry Overview - The term "electronic gas" broadly refers to gases used in electronic industrial production, divided into electronic bulk gases and electronic specialty gases, which are crucial raw materials in semiconductor manufacturing [2]. - Electronic bulk gases include nitrogen, helium, oxygen, hydrogen, and carbon dioxide, with significant usage in semiconductor production processes [4][6]. Industry Development History - The development of China's electronic bulk gas industry has gone through four stages: 1. The budding stage (1950-1980) where reliance on imported equipment limited domestic production capabilities. 2. The initiation stage (1981-1999) marked by the entry of international gas giants bringing advanced technology. 3. The development stage (2000-2015) where domestic companies began to reduce reliance on imports and the demand for electronic bulk gases surged due to the growth of the semiconductor and photovoltaic industries. 4. The maturity stage (2016-present) where domestic companies have mastered ultra-pure gas purification technologies, meeting advanced process requirements [7][8]. Market Size - The electronic gas market in China is projected to reach approximately 20.3 billion yuan in 2024, with a year-on-year growth of 7.98%. The rapid expansion of the domestic semiconductor industry and continuous growth in photovoltaic installations are driving this demand [14][16]. Key Companies - **Guangzhou Guanggang Gas**: A leading domestic electronic bulk gas service provider, known for its "Super-N" series ultra-pure nitrogen production technology, achieving ppb-level purity [21]. - **Jinhong Gas**: Engaged in gas research, production, and sales, recognized as a national high-tech enterprise, with a focus on ultra-pure gases [23]. - **Linde Gas, Air Liquide, and Air Products**: Global industrial gas giants dominating over 70% of the high-end market share, leveraging technology barriers and long-term customer contracts [18][19]. Industry Development Trends 1. **Technological Innovation and Domestic Substitution**: The industry is experiencing dual drivers of technological innovation and domestic substitution, with companies increasing R&D investments to meet high purity and stability requirements [25]. 2. **Industry Chain Integration and Model Innovation**: Companies are integrating vertically and innovating business models, exploring on-site gas production and digital gas management systems to enhance competitiveness [26]. 3. **Diversified Market Demand and Global Layout**: The industry faces opportunities from diversified market demands and accelerated globalization, with companies expanding internationally to meet both domestic and foreign needs [27].