10月23日，杭氧股份跌0.41%，成交额2.09亿元。两融数据显示，当日杭氧股份获融资买入额2051.21万 元，融资偿还1373.31万元，融资净买入677.91万元。截至10月23日，杭氧股份融资融券余额合计4.48亿 元。 融资方面，杭氧股份当日融资买入2051.21万元。当前融资余额4.45亿元，占流通市值的1.85%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，杭氧股份10月23日融券偿还3900.00股，融券卖出100.00股，按当日收盘价计算，卖出金额 2458.00元；融券余量9.97万股，融券余额245.06万元，超过近一年50%分位水平，处于较高位。 资料显示，杭氧集团股份有限公司位于浙江省杭州市临安区青山湖街道相府路799号，成立日期2002年 12月18日，上市日期2010年6月10日，公司主营业务涉及空气分离设备、工业气体产品和石化设备的生 产及销售业务。主营业务收入构成为：气体销售62.68%，空分设备31.64%，石化产品4.33%，其他(补 充)0.70%，工程总包0.66%。 机构持仓方面，截止2025年6月30日，杭氧股份十大流通股东中，香港中央结算有限公司 ...

人民财讯10月23日电，10月22日，杭氧集团股份有限公司国企改革咨询采购项目公示。招标单位为杭氧 集团股份有限公司。根据公告，杭氧股份（002430）国企改革咨询项目由浙江省国资国企研究院有限公 司中标提供服务。 ...

Core Viewpoint - Hangyang Co., Ltd. has experienced a stock price decline of 2.01% on October 22, with a current price of 24.38 CNY per share and a market capitalization of 23.852 billion CNY. The company has seen a year-to-date stock price increase of 13.40% but a recent decline of 8.86% over the last five trading days [1][2]. Company Overview - Hangyang Co., Ltd. is located in Qingshanhu Street, Lin'an District, Hangzhou, Zhejiang Province, and was established on December 18, 2002. The company was listed on June 10, 2010, and its main business involves the production and sales of air separation equipment, industrial gas products, and petrochemical equipment [2]. - The revenue composition of Hangyang Co., Ltd. is as follows: gas sales 62.68%, air separation equipment 31.64%, petrochemical products 4.33%, other (supplementary) 0.70%, and engineering contracting 0.66% [2]. Financial Performance - For the period from January to June 2025, Hangyang Co., Ltd. achieved an operating income of 7.327 billion CNY, representing a year-on-year growth of 8.92%. The net profit attributable to the parent company was 479 million CNY, with a year-on-year increase of 9.61% [2]. - Since its A-share listing, Hangyang Co., Ltd. has distributed a total of 3.821 billion CNY in dividends, with 2.165 billion CNY distributed over the last three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders of Hangyang Co., Ltd. was 31,500, an increase of 6.36% from the previous period. The average circulating shares per person were 31,069 shares, a decrease of 5.98% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 28.2115 million shares, a decrease of 12.4229 million shares from the previous period. The fund "Bosera Growth Leading Mixed A" remains unchanged with 9.1475 million shares [3].

化工板块今日（10月21日）震荡上行，反映化工 板块整体走势的化工ETF（516020）开盘后多数时间 红盘震荡，截至发稿，场内价格涨0.55%。 成份股方面，民爆用品、钾肥、锂电、其他化学原料等板块部分个股涨幅居前。截至发稿，广东宏大、 亚钾国际双双大涨超3%，藏格矿业涨超2%，杭氧股份、新宙邦、易普力等多股涨超1%。 | | | 分时 多日 1分 5分 15分 30分 ▼ | | | | | F9 盘前盘后 图加 九龙 图技 工具 @ (2 > | | | 4. TETE O | | 516020 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 100 | | | | 516020[化工ETF] 10:09 价 0.732 混跌 0.004(0.55%) 均价 0.731 威交量 4522 1. | | | | 11:44 | E | 0.732 | | +0.004 +0.55% | | 0.731 | | | | | | | | 0.41% | | SSE CNY 10:09:53 ...

10月20日，杭氧股份盘中上涨2.02%，截至09:48，报24.75元/股，成交7170.10万元，换手率0.30%，总 市值242.14亿元。 资金流向方面，主力资金净流入443.81万元，特大单买入1716.80万元，占比23.94%，卖出519.43万元， 占比7.24%；大单买入1030.51万元，占比14.37%，卖出1784.07万元，占比24.88%。 杭氧股份今年以来股价涨15.12%，近5个交易日跌9.37%，近20日涨2.74%，近60日涨12.96%。 杭氧股份所属申万行业为：基础化工-化学制品-其他化学制品。所属概念板块包括：煤化工、天然气、 核聚变、国资改革、社保重仓等。 截至10月10日，杭氧股份股东户数3.15万，较上期增加6.36%；人均流通股31069股，较上期减少 5.98%。2025年1月-6月，杭氧股份实现营业收入73.27亿元，同比增长8.92%；归母净利润4.79亿元，同 比增长9.61%。 分红方面，杭氧股份A股上市后累计派现38.21亿元。近三年，累计派现21.65亿元。 机构持仓方面，截止2025年6月30日，杭氧股份十大流通股东中，香港中央结算有限公司位居 ...

Investment Rating - The report maintains a "Recommended" rating for the mechanical industry, highlighting opportunities for valuation improvement [1]. Core Views - The report emphasizes the positive performance forecast for leading detection companies, particularly focusing on operational improvements and the potential for valuation enhancement [6]. - The detection industry is experiencing a favorable trend, with a reduction in the number of institutions and an increase in demand driven by new industries such as low-altitude economy and commercial aerospace [6]. - The report suggests that the machinery industry is poised for a new recovery cycle, supported by monetary and fiscal policies aimed at boosting domestic demand [6]. Summary by Sections Key Company Earnings Forecasts, Valuation, and Investment Ratings - Companies such as 汇川技术, 法兰泰克, and 信捷电气 are rated as "Strong Buy" with projected EPS growth from 2.11 to 3.01, 0.60 to 0.94, and 1.83 to 2.78 respectively from 2025E to 2027E [2]. - The report lists several companies with strong growth potential, including 华测检测, 广电计量, and 苏试试验, which are expected to benefit from the improving performance of the detection industry [6]. Industry and Company Investment Insights - The detection segment is crucial in the semiconductor industry, with significant growth expected in third-party testing services, projected to reach $21.02 billion by 2031 [31][32]. - The report highlights the increasing demand for electric forklifts and smart logistics solutions, particularly from 中力股份, which is positioned to benefit from the industry's shift towards electrification and automation [30][28]. Key Data Tracking - The mechanical industry has shown a decline of 5.2% in the recent week, with specific sub-sectors like engineering machinery showing resilience [10][11]. - The report notes that the total market capitalization of the mechanical industry is approximately 60,438.76 billion yuan, indicating a significant presence in the overall market [3].

Core Points - The company announced its 2025 mid-term equity distribution plan, which was approved at the third extraordinary shareholders' meeting held on October 10, 2025, to distribute a cash dividend of RMB 1.00 per 10 shares (including tax) to all shareholders [1][3][11] - The equity distribution will be based on the total share capital as of the record date, which is set for October 22, 2025, with the ex-dividend date on October 23, 2025 [3][4] - The adjusted conversion price for the company's convertible bonds will decrease from RMB 26.07 per share to RMB 25.97 per share, effective from October 23, 2025, due to the cash dividend distribution [7][11] Equity Distribution Details - The cash dividend distribution will be RMB 1.00 per 10 shares for all shareholders, with specific tax implications for different types of investors [3][11] - The company will not issue bonus shares or increase capital from reserves in this distribution [1][3] - The distribution will be adjusted if the total share capital changes due to stock options, convertible bond conversions, or share buybacks before the distribution [1][3] Record and Ex-Dividend Dates - The record date for the equity distribution is October 22, 2025, and the ex-dividend date is October 23, 2025 [3][4] Convertible Bond Adjustment - The conversion price for the company's convertible bonds will be adjusted to reflect the cash dividend, calculated as follows: new price = old price - dividend [11] - The adjustment method follows the regulations outlined in the company's bond issuance prospectus [9][11]

Core Points - Hangzhou Oxygen Plant Co., Ltd. announced a mid-term profit distribution plan for 2025, proposing a dividend of 1 RMB per 10 shares (including tax) to all shareholders [2] - The record date for the distribution is set for October 22, 2025, and the ex-dividend date is October 23, 2025 [2]

Core Points - Hangyang Co., Ltd. announced a cash dividend distribution plan of RMB 1.00 per 10 shares (including tax) approved at the 2025 third extraordinary general meeting [2] - The total amount of distribution will be adjusted according to the principle of maintaining the distribution ratio per share if the total share capital changes due to incentive stock options, convertible bonds, or share buybacks before the implementation of the distribution plan [2] - The conversion price of "Hangyang Convertible Bonds" will be adjusted from RMB 26.07 per share to RMB 25.97 per share, effective from October 23, 2025 [2]

股票代码：002430 股票简称：杭氧股份 公告编号：2025-100 上述两项同时进行：P1=（P0＋A×k）/（1＋n＋k）； 转债代码：127064 转债简称：杭氧转债 杭氧集团股份有限公司 关于可转债转股价格调整的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导 性陈述或重大遗漏。 特别提示： 债券代码：127064，债券简称：杭氧转债 调整前转股价格：26.07元/股 调整后转股价格：25.97元/股 本次转股价格调整生效日期：2025年10月23日 一、关于可转换公司债券转股价格调整的相关规定 杭氧集团股份有限公司（以下简称"公司"）于 2022 年 5 月 19 日公开发行 了 1,137 万张可转换公司债券（债券简称：杭氧转债，债券代码：127064），根 据《杭氧集团股份有限公司公开发行可转换公司债券募集说明书》的相关条款， 以及中国证券监督管理委员会关于公开发行可转换公司债券的有关规定，"杭氧 转债"发行之后，若公司发生送红股、转增股本、增发新股（不包括因本次发行 的可转债转股而增加的股本）、配股以及派发现金股利等情况时，公司将按上述 条件出现的先后顺序， ...