证券代码：688548 证券简称：广钢气体 公告编号：2025-037 广州广钢气体能源股份有限公司 关于股东减持股份计划的公告 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： 二、减持计划的主要内容 股东持股的基本情况:截至本公告披露日，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 26,380,000 股，占公司总股本的 1.9994%，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。 减持计划的主要内容: 井冈山橙兴因自身资金需求，计划自本公告披露 之日起 3 个交易日结束后的 3 个月内（即 2025 年 9 月 23 日至 2025 年 12 月 22 日期间）通过大宗交易方式或集中竞价交易方式，减持合计不超过 26,380,000 股公司股份，不超过公司总股本的 1.9994%，其中，通过大宗交易方 ...

Core Viewpoint - Guangzhou Industrial Control Group held its first collective investor meeting for its seven listed companies, showcasing strategic progress and investment value, attracting over 221,700 participants both online and offline [1] Group 1: Company Performance and Strategy - The seven listed companies under Guangzhou Industrial Control Group achieved significant technological breakthroughs in various sectors, with a total market capitalization exceeding 70 billion yuan [2] - Companies focused on technological innovation and smart manufacturing, with notable R&D investments such as 114 million yuan by Guangri Co., which added 95 new patents [2] - The companies reported strong financial performance, with Guangri Co. seeing a profit increase of 7.26% and cash flow improvements of 208.89% for Runbang Co. [3] Group 2: Market Trends and Future Plans - The companies are actively pursuing business transformation and sustainable growth, with Runbang Co. reporting significant growth in high-end equipment business by 14.39% and 26.51% in marine engineering equipment [2] - Future plans include expanding into high-end intelligent equipment and enhancing international market presence, with companies like Mountain River Intelligent Equipment focusing on smart and electric products [6][8] - The emphasis on artificial intelligence and international expansion is evident, with companies like Mountain River Intelligent Equipment achieving over 60% of their market share from overseas [8] Group 3: Government and Policy Support - The Guangdong provincial government has introduced policies aimed at enhancing the quality of listed companies and improving performance management [5] - The Guangzhou State-owned Assets Supervision and Administration Commission is focused on value realization for listed companies through mergers, acquisitions, and enhancing investor communication [5]

Core Insights - The announcement of a 15.7% equity transfer in ChipLink Innovation Integrated Circuit Industry Development (Beijing) Co., Ltd. has garnered significant attention in the semiconductor industry, with a total transfer price of approximately 17.85 million yuan [1][2] - ChipLink Innovation was established in August 2020 as a high-tech platform company funded by 26 domestic semiconductor enterprises, aimed at promoting the development, design, and services of integrated circuits and semiconductor technologies [1] - The company has been active in industry collaboration, notably leading a 100 million yuan investment in the North Integrated Circuit Technology Innovation Center, becoming the largest shareholder [1] Financial Overview - ChipLink Innovation has not generated any revenue in recent years, with projected revenue for 2024 expected to be zero, while reporting an operating profit and net profit of 4.6825 million yuan [2] - As of June 30, 2025, the company still reported no revenue, with a profit of only 0.01 yuan and zero liabilities, maintaining total equity at approximately 100 million yuan [2] Strategic Implications - The simultaneous exit of the four companies may indicate a strategic refocus or adjustment in capital allocation, raising questions about the changing role of this collaborative platform in the semiconductor industry [2] - The semiconductor industry is currently at a critical development stage, with industry collaboration and ecosystem construction being essential for overcoming overseas technology blockades [2] - The potential impact of changes in shareholder structure on future business operations and resource integration within the industry is under close observation [2]

Market Performance - On September 5, the electronic chemicals sector rose by 4.76%, with Laird Technology leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Individual Stock Performance - Laird Technology (688683) closed at 36.50, up 11.21% with a trading volume of 47,100 shares and a turnover of 164 million yuan [1] - Fivotech (688371) closed at 25.21, up 10.23% with a trading volume of 54,400 shares and a turnover of 132 million yuan [1] - Tiantong Co. (600330) closed at 12.10, up 10.00% with a trading volume of 3.1078 million shares and a turnover of 3.563 billion yuan [1] - Other notable performers include Guanghua Technology (002741) up 9.99%, Jingrui Electric Materials (300655) up 7.76%, and Jianghuai Micro (603078) up 5.45% [1] Capital Flow Analysis - The electronic chemicals sector saw a net inflow of 447 million yuan from institutional investors, while retail investors contributed a net inflow of 185 million yuan [1] - Notably, the sector experienced a net outflow of 632 million yuan from speculative funds [1] Detailed Capital Flow for Selected Stocks - Tiantong Co. (600330) had a net inflow of 191 million yuan from institutional investors, but a net outflow of 82.38 million yuan from speculative funds [2] - Guanghua Technology (002741) saw a net inflow of 188 million yuan from institutional investors, with a significant net outflow of 110 million yuan from speculative funds [2] - Jingrui Electric Materials (300655) had a net inflow of 137 million yuan from institutional investors, while experiencing a net outflow of 42.11 million yuan from speculative funds [2]

Core Viewpoint - The announcement details the change of the continuous supervision sponsor representative for Guangzhou Guanggang Gas Energy Co., Ltd. due to the work relocation of the previous representative, ensuring the orderly continuation of supervision work [1][2]. Group 1: Change of Sponsor Representatives - The continuous supervision institution, Guotai Junan Securities Co., Ltd., has appointed Mr. Qin Guoliang and Mr. Chen Hui as the new sponsor representatives for the company's initial public offering (IPO) project on the Sci-Tech Innovation Board, effective until December 31, 2026 [1][2]. - The previous sponsor representative, Ms. Deng Xin, is unable to continue her duties due to work changes, prompting the appointment of Mr. Chen Hui to take over her responsibilities [1][2]. Group 2: Responsibilities and Contributions - The change in sponsor representatives will not alter the conclusive opinions previously issued by the sponsor institution and representatives, and they will continue to bear legal responsibility for the authenticity, accuracy, and completeness of the documents issued [2]. - The company's board expresses gratitude for Ms. Deng Xin's contributions during her tenure as a sponsor representative [2]. Group 3: Background of New Representative - Mr. Chen Hui is currently employed in the investment banking department of Guotai Junan Securities, specializing in the TMT (Technology, Media, and Telecommunications) sector, and has a solid track record in handling various IPO projects on the Sci-Tech Innovation Board [2].

关于更换持续督导保荐代表人的的公告 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。 证券代码：688548 证券简称：广钢气体 公告编号：2025-036 广州广钢气体能源股份有限公司 2025 年 9 月 6 日 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、邓欣女士为公司首次 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。 附件：陈辉先生 原保荐代表人邓欣女士因工作变动原因，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陈辉先生（简历详 见附件）接替邓欣女士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中保荐机构及保荐代表人已出具文件的 结论性意见，不涉及更新保荐机构 ...

Group 1 - The core viewpoint of the news is that Guangsteel Gas has seen a significant increase in its stock price, rising by 5.2% to 10.93 CNY per share, with a trading volume of 156 million CNY and a market capitalization of 14.421 billion CNY as of September 5 [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 [1] - The company's revenue composition also includes general industrial gases at 22.72% and other sources at 4.51% [1] Group 2 - In terms of major shareholders, the Invesco Great Wall Fund has entered the top ten circulating shareholders of Guangsteel Gas, holding 14.1906 million shares, which is 2.08% of the circulating shares, resulting in an estimated floating profit of approximately 7.6629 million CNY [2] - The Invesco Great Wall Electronic Information Industry Stock A Fund (010003) has achieved a year-to-date return of 26.11% and a one-year return of 71.4%, ranking 1121 out of 4222 and 766 out of 3795 respectively [2] - The fund manager, Yang Ruiwen, has a tenure of 10 years and 319 days, with the fund's total asset size at 23.991 billion CNY and a best return of 280.6% during his management [3] Group 3 - The Invesco Great Wall Electronic Information Industry Stock A Fund (010003) has increased its holdings in Guangsteel Gas by 111.36 thousand shares in the second quarter, making it the seventh largest holding in the fund, which represents 4.27% of the fund's net value [4]

重要内容提示： ● 会议召开时间：2025年9月15日（星期一）上午9:00-11:30 登录新浪财经APP 搜索【信披】查看更多考评等级 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。 （三）会议召开方式：视频与网络文字互动相结合 三、参加人员 董事长、总裁、首席科学家：邓韬先生 ● 会议召开地点：全景网"投资者关系互动平台"（http://ir.p5w.net） ● 会议召开方式：视频与网络文字互动相结合 广州广钢气体能源股份有限公司（以下简称"公司"）已于2025年8月9日发布公司2025年半年度报告，为 便于广大投资者更加全面深入地了解公司2025年半年度经营成果、财务状况，公司计划于2025年9月15 日（星期一）上午9:00-11:30参加公司控股股东广州工业投资控股集团有限公司上市公司2025年半年度 集体投资者交流会，通过视频与网络文字互动相结合的方式，与广大投资者进行互动交流。 一、交流会类型 本次集体投资者交流会以视频与网络文字互动相结合的方式召开，公司将针对2025半年度经营成果和财 务指标的具体情况 ...

Core Viewpoint - The company will hold a collective investor communication meeting on September 15, 2025, to discuss its 2025 semi-annual operating results and financial indicators, allowing investors to engage in interactive communication [1][2]. Group 1: Meeting Details - Meeting Date and Time: September 15, 2025, from 9:00 AM to 11:30 AM [2] - Meeting Location: Panoramic Network "Investor Relations Interactive Platform" (http://ir.p5w.net) [2] - Meeting Format: Combination of video and online text interaction [2] Group 2: Participants - Key attendees include Chairman, President, and Chief Scientist Mr. Deng Tao, Chief Accountant (Financial Officer) Mr. Shi Haiguang, and Board Secretary Mr. He Xin [2]. Group 3: Question Collection - The company is soliciting questions from investors in advance to enhance the relevance of the communication, with a deadline for submissions by September 12, 2025, at 5:00 PM [2]. Group 4: Contact Information - Contact for inquiries: Securities Affairs Center, Phone: 020-81898053, Email: IR@ggas.com [2]. Group 5: Post-Meeting Information - After the meeting, investors can view the meeting's proceedings and main content on the Panoramic Network "Investor Relations Interactive Platform" [2].

Group 1 - The company, Guanggang Gas, announced its plan to participate in the collective investor exchange meeting organized by its controlling shareholder, Guangzhou Industrial Investment Holding Group Co., Ltd., scheduled for September 15, 2025 [2]