证券代码：688548 证券简称：广钢气体 公告编号：2026-005 广州广钢气体能源股份有限公司 关于股东减持计划实施完毕暨减持股份结果公告 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： 股东持有的基本情况 本次减持计划实施前，广州广钢气体能源股份有限公司（以下简称"公司"） 股东井冈山橙兴气华股权投资合伙企业(有限合伙)（以下简称"井冈山橙兴"） 在中国证券登记结算有限责任公司上海分公司登记持有公司股份 13,190,000 股， 占公司总股本的 0.9997%，均为在公司首次公开发行 A 股股票并上市（以下简称 "发行上市"）前取得的股份。相关股份已上市流通。 减持计划的实施结果情况 2026 年 1 月 17 日，公司在上海证券交易所网站（www.sse.com.cn)披露了 《关于股东减持股份计划的公告》（公告编号：2026-001）。股东井冈山橙兴计划 于上述公告披露之日起 3 个交易日结束后的 3 个月内（即 2026 年 1 月 22 日至 2026 年 4 月 21 日期间 ...

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 部分募投项目结项、部分募投项目变更及延期的核查意见 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 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，对广钢气 体部分募投项目结项、部分募投项目变更及延期进行了审慎核查，具体情况如下： 一、募集资金基本情况 根据中国证券监督管理委员会《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），并经上海证券交易所同 意，公司首次公开发行人民币普通股（A股）32,984.9630万股，每股发行价格9.87 元，本次募集资金总额为人民币3,255,615,848.10元，扣除各项发行费用人民币 187,801,211.38元（不含增值税）后，实际募集资金净额为人民币3,067,814,636.72 元，其中超募 ...

南财智讯2月6日电，广钢气体公告，公司股东井冈山橙兴气华股权投资合伙企业（有限合伙）通过集中 竞价交易方式合计减持公司股份13,190,000股，占公司总股本的0.9997%，减持计划已实施完毕。减持 期间为2026年1月22日至2026年2月6日，减持价格区间为19.29～23.80元/股，减持总金额为2.72亿元。 本次减持后，井冈山橙兴持股数量为0股，持股比例为0%。 ...

Group 1 - The core viewpoint of the news is that Guangsteel Gas has seen a significant increase in its stock price, rising by 5.03% to reach 20.06 CNY per share, with a trading volume of 374 million CNY and a turnover rate of 2.76%, resulting in a total market capitalization of 26.467 billion CNY [1] - Guangsteel Gas, established on September 11, 2014, and listed on August 15, 2023, focuses on the research, production, and sales of industrial gases, primarily electronic bulk gases, which account for 72.77% of its revenue, followed by general industrial gases at 22.72% and other sources at 4.51% [1] Group 2 - From the perspective of fund holdings, one fund under Debon Fund has a significant position in Guangsteel Gas, with the Debon Semiconductor Industry Mixed Fund A (014319) holding 11.617 million shares, representing 4.02% of the fund's net value, making it the tenth largest holding [2] - The Debon Semiconductor Industry Mixed Fund A (014319) was established on December 28, 2021, with a current scale of 843 million CNY, achieving a year-to-date return of 8.68% and a one-year return of 87.07%, ranking 256 out of 8124 in its category [2]

半导体行业迎新一轮资本开支，自主可控背景下公司未来增量项目显著。展望2026 年，全球半导体行 业景气度预计持续提升，国内长鑫、长存、盛合晶微等核心半导体企业IPO 有序推进，行业迎来新一轮 资本扩张，公司作为国内领先的电子大宗现场制气企业，将有望充分受益，潜在项目众多。同时在装备 制造升级方面，随着杭州智能装备制造基地的顺利投产，公司核心设备的自主可控能力进一步增强。同 时，公司自主研发的 Super-N 系列超高纯制氮装备等关键设备实现升级迭代，为公司新项目的高效投 产、稳定运行、效能提升提供坚实保障。根据公司公众号披露，2026 年1 月20 日，公司正式成为全球 首条规模化量产的第8.6代印刷OLED 生产线电子大宗气体供应商。此外，公司潜江C4F6、上海氯化 氢、合肥溴化氢等电子特气项目顺利推进，有望成为新的战略增长极。 投资分析意见：根据公司业绩快报数据，小幅下调2025 年归母净利润预测至2.86 亿元（原值为3.06 亿 元），维持2026-2027 年归母净利润预测分别为4.56、6.25 亿元，当前市值对应PE 分别为93、58、 43X，看好公司电子大宗现场制气业务模式，维持"增持"评级 ...

游戏 公司高 若研究场 2026 年 01 月 29 日 市场数据: 20.15 收盘价 (元) 25.00/9.66 年内最高/最低 (元) 市净率 4.5 股息率%(分红/股价) 0.41 13.928 流通 A 股币值 (白万元) 上证指数/深证成指 4,157.98/14,300.08 注："股息率"以最近一年已公布分红计算 | 基础数据: | 2025年09月30日 | | --- | --- | | 每股净资产 (元) | 4.48 | | 资产负债率% | 33.28 | | 总股本/流通 A 股 (百万) | 1.319/691 | | 流通 B 股/H 股 (百万) | -/- | 年内股价与大儒对 沪深300指数 广钢气体 直 投资要点: 财务数据及盈利预测 相关研究 《广钢气体 (688548) 点评： Q1 业绩基 本符合预期，看好氦气价格触底回升，现 场制气稳步推进》 2025/05/05 《广钢气体 (688548) 点评： 氦气价格 触底回升,现场制气稳步推进》 2025/03/31 证券分析师 周超 A0230525090001 zhouchao@swsresearch.com ...

Investment Rating - The report maintains an "Outperform" rating for the company, indicating a positive outlook compared to market performance [8]. Core Insights - The company has shown a consistent upward trend in quarterly performance, benefiting from the semiconductor industry's expansion and the recovery of helium prices. The ongoing projects are expected to contribute to steady revenue growth [6][8]. - The semiconductor sector is experiencing a significant capital expenditure cycle, with the company positioned to benefit from new projects and increased demand for its gas supply services [8]. - The company has successfully enhanced its supply chain capabilities and is expanding its market share in helium, which is crucial for its growth strategy [8]. Financial Data and Earnings Forecast - Total revenue is projected to grow from 24.24 billion yuan in 2025 to 30.56 billion yuan in 2026, reflecting a year-on-year growth rate of 26.1% [7]. - The net profit attributable to the parent company is expected to increase from 2.86 billion yuan in 2025 to 4.56 billion yuan in 2026, with a significant growth rate of 59.7% [7]. - The company's earnings per share (EPS) is forecasted to rise from 0.22 yuan in 2025 to 0.35 yuan in 2026, indicating a positive trend in profitability [7].

（文章来源：证券日报） 证券日报网讯 1月28日，广钢气体发布公告称，公司2025年实现营业收入242，447.22万元，同比增长 15.26%；归属于母公司所有者的净利润28，612.93万元，同比增长15.39%。 ...

Core Viewpoint - Guanggang Gas (688548.SH) reported a steady growth in revenue and net profit for the fiscal year 2025, driven by new electronic bulk gas projects coming online [1] Financial Performance - The company achieved an operating revenue of 2.424 billion yuan, representing a year-on-year increase of 15.26% [1] - The net profit attributable to the parent company was 286 million yuan, reflecting a year-on-year growth of 15.39% [1] - The net profit attributable to the parent company after deducting non-recurring gains and losses was 258 million yuan, which is a year-on-year increase of 12.48% [1] Growth Drivers - The core factor driving the steady growth in both revenue and total profit was the commencement of gas supply from newly established electronic bulk gas projects during the reporting period [1]

Financial Performance - In 2025, the company achieved total operating revenue of RMB 242,447.22 million, representing a year-on-year growth of 15.26%[5] - The net profit attributable to shareholders of the parent company was RMB 28,612.93 million, an increase of 15.39% compared to the previous year[5] - The net profit attributable to shareholders of the parent company after deducting non-recurring gains and losses was RMB 25,820.94 million, up by 12.48% year-on-year[5] - The earnings per share (EPS) for the reporting period was RMB 0.22, representing a growth of 15.79%[3] - The weighted average return on equity increased by 0.56 percentage points to 4.84%[3] Assets and Equity - The company's total assets reached RMB 892,260.44 million, reflecting a growth of 12.32% from the beginning of the year[5] - The equity attributable to shareholders of the parent company was RMB 599,891.20 million, which is a 3% increase from the beginning of the year[5] Operational Developments - The company’s new electronic bulk gas projects commenced supply during the reporting period, significantly contributing to revenue and profit growth[5] Financial Reporting - All financial data presented are preliminary and unaudited, with final figures to be confirmed in the annual report[4] - There are no significant uncertainties affecting the accuracy of the performance report[6]