Core Viewpoint - Guanggang Gas announced the resignation of its securities affairs representative, Yao Maosheng, due to personal reasons, and he will no longer hold any position in the company [1] Group 1 - The board of Guanggang Gas received a resignation report from Yao Maosheng [1] - Yao Maosheng applied to resign from his position as the securities affairs representative [1] - Following his resignation, Yao Maosheng will not hold any position within the company [1]

Core Viewpoint - Guanggang Gas reported a year-on-year increase in revenue and net profit for the first three quarters of the year, indicating positive financial performance and growth potential [1] Financial Performance - The company's operating revenue for the first three quarters reached 1,720,992,860.15 yuan, representing a year-on-year increase of 14.85% [1] - The net profit attributable to shareholders of the listed company was 200,600,345.88 yuan, showing a year-on-year increase of 10.64% [1] Shareholder Changes - Among the top ten circulating shareholders, the social security institution Guotai Asset Management Co., Ltd. - Social Security Fund 2103 Portfolio is a new institutional investor [1] - Additionally, Qianhai Life Insurance Co., Ltd. - Dividend Insurance Product has also entered as a new circulating shareholder [1]

证券代码：688548 证券简称：广钢气体 公告编号：2025-041 广州广钢气体能源股份有限公司 关于公司证券事务代表辞职的公告 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"）董事会于近日收到公 司证券事务代表姚茂盛先生的辞职报告。姚茂盛先生因个人原因，申请辞去公司 证券事务代表职务；辞职后，姚茂盛先生不再担任公司任何职务。 截至本公告披露日，姚茂盛先生未持有公司股份，亦不存在应当履行而未履 行的承诺事项。姚茂盛先生在任职期间恪尽职守、勤勉尽责，公司董事会对其在 任职期间为公司所做出的贡献表示衷心感谢！ 公司董事会将根据《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》等相关规定，尽快聘任符 合任职资格的人员担任证券事务代表，协助董事会秘书开展工作。 2025 年 10 月 31 日 特此公告。 广州广钢气体能源股份有限公司 董事会 ...

Financial Performance - The company's operating revenue for the third quarter reached ¥606,550,965.68, representing a year-on-year increase of 15.40%[4] - The total profit for the quarter was ¥97,831,695.29, showing a significant increase of 81.60% compared to the same period last year[4] - The net profit attributable to shareholders was ¥83,072,171.05, reflecting an increase of 82.47% year-on-year[4] - Basic earnings per share for the quarter were ¥0.06, a 100.00% increase from the same period last year[5] - Total operating revenue for the first three quarters of 2025 reached ¥1,720,992,860.15, an increase of 14.84% compared to ¥1,498,464,563.81 in the same period of 2024[23] - Net profit for the first three quarters of 2025 was ¥201,466,070.83, compared to ¥183,496,792.36 in 2024, representing an increase of 9.66%[24] - The total comprehensive income for the period is CNY 200,486,071.61, compared to CNY 183,496,792.36 in the previous period, representing an increase of approximately 9.4%[25] - Basic and diluted earnings per share for the current period are both CNY 0.15, up from CNY 0.14 in the previous period, marking an increase of about 7.1%[25] Cash Flow and Liquidity - The net cash flow from operating activities for the year-to-date period was ¥650,127,549.97, up 71.99% compared to the previous year[4] - The net cash flow from operating activities for the first three quarters of 2025 is CNY 650,127,549.97, up from CNY 378,008,643.56 in the same period of 2024, indicating a growth of about 72%[29] - Cash inflow from operating activities totaled CNY 1,804,771,242.74, compared to CNY 1,577,566,807.18 in the previous year, reflecting an increase of approximately 14.4%[29] - The company's cash and cash equivalents increased significantly, contributing to improved liquidity and financial stability[19] - The total cash and cash equivalents at the end of the period is CNY 94,963,167.65, down from CNY 573,149,755.64 in the previous year[30] Assets and Liabilities - The company's total assets increased by 12.32% year-on-year, reaching ¥8,922,787,593.42[5] - The company's total assets as of the reporting date amounted to ¥8,922,787,593.42, up from ¥7,943,960,288.96, indicating a growth of 12.31%[19] - Current liabilities increased to ¥1,961,311,254.04 from ¥1,165,565,472.10, marking a significant rise of 68.25%[20] - Non-current liabilities totaled ¥1,008,630,843.14, compared to ¥916,887,703.81 in the previous year, reflecting an increase of 10.25%[20] - The company's total equity reached ¥5,952,845,496.24, up from ¥5,861,507,113.05, showing a growth of 1.55%[20] Shareholder Information - The top shareholder, Guangzhou Industrial Investment Holding Group Co., Ltd., holds 20.66% of the shares, totaling 272,619,213 shares[12] - Guangzhou Steel Holding Co., Ltd. is the second-largest shareholder with 19.09%, holding 251,916,518 shares, of which 13,362,378 shares are frozen[12] - The company has a total of 19,386 common shareholders at the end of the reporting period[12] - The total number of shares held by the top 10 unrestricted shareholders amounts to 28,114,976 shares, representing 2.13% of the total shares[14] - The report indicates that there are no significant changes in the top 10 shareholders due to the absence of share lending activities[15] Research and Development - Research and development expenses totaled ¥24,370,149.19 for the quarter, accounting for 4.02% of operating revenue, a decrease of 0.69 percentage points[5] - Research and development expenses for the first three quarters of 2025 were ¥71,103,263.53, a decrease of 5.83% from ¥75,513,654.30 in 2024[24] - The company has not disclosed any new product developments or technological advancements in the current reporting period[16] Operational Strategy and Future Outlook - The company attributed the significant increase in net profit to the production ramp-up of newly established electronic bulk gas projects[9] - The report does not indicate any significant changes in operational strategies or market expansion plans[16] - There are no significant mergers or acquisitions reported during this quarter[16] - The company has not provided any specific future guidance or performance outlook in the current report[16] Financial Expenses - The company reported a financial expense of ¥14,409,220.90, compared to a financial income of -¥2,603,837.94 in the previous year[24] - The company received CNY 3,368,000,000.00 from investment recoveries, compared to CNY 3,892,300,000.00 in the previous year, indicating a decrease of approximately 13.5%[29] - The company paid CNY 784,607,411.36 for goods and services, a decrease from CNY 811,989,002.38 in the previous year, reflecting a decline of about 3.4%[29] - The company reported a tax refund of CNY 35,341,697.22, compared to CNY 29,260,412.08 in the previous year, which is an increase of approximately 20.8%[29]

广州广钢气体能源股份有限公司 关于股东提前终止减持计划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： 股东持股的基本情况 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 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 股股票并上市前取得的股 份。相关股份已上市流通。 证券代码：688548 证券简称：广钢气体 公告编号：2025-040 二、减持计划的实施结果 （一）股东因以下事项披露减持计划实施结果： 其他情形：提前终止减持计划 | 股东名称 | 井冈山橙兴 | | --- | --- | | 减持计划首次披露日期 | 2025 年 9 月 18 日 | | 减持数量 | 13,190,000股 | | 减持期间 | 2025 年 9 月 23 日～2025 年 10 月 13 日 ...

Market Overview - The electronic chemicals sector experienced a decline of 0.3% on October 28, with Siquan New Materials leading the drop [1] - The Shanghai Composite Index closed at 3988.22, down 0.22%, while the Shenzhen Component Index closed at 13430.1, down 0.44% [1] Stock Performance - Notable gainers in the electronic chemicals sector included: - Huate Gas (688268) with a closing price of 68.52, up 5.42% on a trading volume of 44,800 shares and a turnover of 297 million [1] - Jingrui Electric Materials (300655) closed at 18.25, up 4.23% with a trading volume of 3.09 million shares and a turnover of 56.791 million [1] - Conversely, Siquan New Materials (301489) saw a significant decline of 16.98%, closing at 203.30 with a trading volume of 138,900 shares and a turnover of 298.5 million [2] Capital Flow - The electronic chemicals sector experienced a net outflow of 1.446 billion in main funds, while retail investors saw a net inflow of 1.253 billion [2] - The capital flow for specific stocks showed: - Dinglong Co. (300054) had a main fund net inflow of 37.85 million, but retail investors had a net outflow of 22.91 million [3] - Huate Gas (688268) experienced a main fund net inflow of 8.2143 million, with retail investors seeing a net outflow of 8.6272 million [3]

Market Performance - The electronic chemicals sector increased by 2.31% on October 21, with Siquan New Materials leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Top Gainers in Electronic Chemicals - Siquan New Materials (301489) closed at 210.38, up 6.32% with a trading volume of 98,100 shares and a transaction value of 2.022 billion [1] - Xingfu Electronics (688545) closed at 37.17, up 6.20% with a trading volume of 83,700 shares and a transaction value of 308 million [1] - Sanhu Xinke (688389) closed at 60.08, up 5.96% with a trading volume of 22,300 shares and a transaction value of 131 million [1] Fund Flow Analysis - The electronic chemicals sector saw a net inflow of 272 million from institutional investors, while retail investors experienced a net outflow of 246 million [2] - The main funds showed varying net inflows and outflows across different stocks, indicating selective investment behavior [3] Individual Stock Fund Flow - Shanghai Xinyang (300236) had a net inflow of 73.46 million from main funds, while retail investors saw a net outflow of 81.89 million [3] - Anji Technology (688019) experienced a net inflow of 35.75 million from main funds, with retail investors also showing a net outflow [3]

Core Viewpoint - Guanggang Gas experienced a slight increase in stock price by 0.41% on October 17, with a trading volume of 251 million yuan, indicating active market participation and interest in the company's stock [1]. Financing Summary - On October 17, Guanggang Gas had a financing buy amount of 17.59 million yuan and a financing repayment of 21.34 million yuan, resulting in a net financing buy of -3.75 million yuan [1]. - The total financing and securities balance for Guanggang Gas reached 200 million yuan, with the current financing balance at 198 million yuan, accounting for 2.35% of the circulating market value, which is above the 90th percentile level over the past year [1]. - In terms of securities lending, 2,830 shares were repaid and 6,870 shares were sold on October 17, with a selling amount of 83,700 yuan, while the securities lending balance was 1.6563 million yuan, also above the 90th percentile level over the past year [1]. Business Performance - As of June 30, Guanggang Gas reported a total of 18,500 shareholders, an increase of 6.16% from the previous period, with an average of 36,730 circulating shares per shareholder, a decrease of 5.81% [2]. - For the first half of 2025, Guanggang Gas achieved an operating income of 1.114 billion yuan, representing a year-on-year growth of 14.56%, while the net profit attributable to shareholders decreased by 13.44% to 118 million yuan [2]. Dividend and Shareholding Structure - Since its A-share listing, Guanggang Gas has distributed a total of 265 million yuan in dividends [3]. - As of June 30, 2025, among the top ten circulating shareholders, Southern Information Innovation Mixed A (007490) became the fifth largest shareholder with 19.083 million shares, while Invesco Great Wall Electronic Information Industry Stock A (010003) entered as the tenth largest shareholder with 14.1906 million shares [3].

Market Overview - The electronic chemicals sector increased by 3.17% on October 13, with Huate Gas leading the gains [1] - The Shanghai Composite Index closed at 3889.5, down 0.19%, while the Shenzhen Component Index closed at 13231.47, down 0.93% [1] Stock Performance - Huate Gas (688268) closed at 77.18, up 12.52% with a trading volume of 111,800 shares and a transaction value of 822 million [1] - Nanda Optoelectronics (300346) closed at 45.73, up 9.66% with a trading volume of 1,129,500 shares and a transaction value of 4.978 billion [1] - Jingrui Electric Materials (300655) closed at 16.49, up 8.13% with a trading volume of 1,487,100 shares and a transaction value of 2.366 billion [1] - Other notable performers include Qiangli New Materials (300429) up 7.54% and Dinglong Co. (300054) up 5.53% [1] Capital Flow - The electronic chemicals sector saw a net inflow of 241 million from institutional investors, while retail investors experienced a net outflow of 113 million [2][3] - Major stocks like Jingrui Electric Materials and Qiangli New Materials attracted significant institutional investment, with net inflows of 103 million and 101 million respectively [3]

Core Insights - The electronic chemicals sector experienced a rise of 1.36% on October 9, with Debang Technology leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Stock Performance Summary - Debang Technology (688035) closed at 61.74, with a significant increase of 11.95%, and a trading volume of 123,300 shares, resulting in a transaction value of 745 million [1] - Guoci Materials (300285) also saw a notable rise of 11.56%, closing at 24.90, with a trading volume of 484,500 shares and a transaction value of 1.155 billion [1] - Other notable performers included Jin Hong Gas (688106) with an 8.20% increase, closing at 21.38, and Zhongju Chip (688549) with a 4.74% increase, closing at 10.39 [1] Fund Flow Analysis - The electronic chemicals sector saw a net outflow of 643 million from main funds, while retail investors contributed a net inflow of 367 million [2] - Speculative funds recorded a net inflow of 276 million into the sector [2]