Financial Performance - The company's operating revenue for the first half of 2023 was approximately CNY 6.44 billion, an increase of 4.29% compared to CNY 6.18 billion in the same period last year[13]. - Net profit attributable to shareholders decreased by 29.31% to approximately CNY 525.18 million, down from CNY 742.89 million year-on-year[13]. - The net cash flow from operating activities dropped significantly by 74.87% to approximately CNY 191.97 million, compared to CNY 763.85 million in the previous year[13]. - Basic earnings per share fell by 29.61% to CNY 0.5334, while diluted earnings per share decreased by 31.26% to CNY 0.5209[13]. - Total assets increased by 6.21% to approximately CNY 20.43 billion, up from CNY 19.24 billion at the end of the previous year[13]. - The company's operating revenue for the reporting period was ¥6,443,633,013.87, representing a year-on-year increase of 4.29% compared to ¥6,178,813,060.90 in the same period last year[28]. - Operating costs increased by 10.20% to ¥4,884,326,159.62 from ¥4,432,437,111.77, leading to a decrease in gross profit margin[28]. - Research and development expenses rose by 19.46% to ¥206,302,058.89, up from ¥172,691,246.66, indicating a focus on innovation[28]. - The company reported a net profit of CNY 562,487,943.57 for the first half of 2023, compared to CNY 784,061,422.58 in the previous year, reflecting a decrease of approximately 28.2%[127]. - The total profit for the first half of 2023 was CNY 761,516,546.32, compared to CNY 1,040,151,389.62 in the same period of 2022, indicating a decline of approximately 26.9%[127]. Dividend Distribution - The company reported a cash dividend of 2 RMB per 10 shares (including tax) for the 2023 interim profit distribution plan[2]. - The company has not proposed any stock bonus shares or capital reserve transfers in the profit distribution plan[2]. - The cash dividend represents 100% of the total profit distribution amount, with no stock dividends or capital reserve transfers to increase share capital[57]. - The company plans to distribute a cash dividend of RMB 2.00 per 10 shares (including tax) to all shareholders, with a total cash dividend amount of RMB 1,903,545,985.31[57]. Risk Management - The company highlighted potential risks and countermeasures in its future operations, which are detailed in the management discussion section[2]. - The report includes forward-looking statements regarding future plans, emphasizing the importance of investor awareness of investment risks[2]. - The company is facing risks from macroeconomic and policy changes that could impact its operations in the steel, coal chemical, and refining industries[49]. - The company is also exposed to competition risks from both international and domestic competitors in the equipment and gas sectors[50]. - The retail gas business is subject to market risks, with sales volume and prices fluctuating based on supply and demand[51]. - The company is enhancing its operational risk management by improving safety and quality control systems across its operations[53]. Corporate Governance - The board of directors confirmed that all members attended the meeting to review the semi-annual report, ensuring the accuracy and completeness of the financial statements[2]. - The report outlines the company's commitment to transparency and accountability in its financial disclosures[2]. - The company emphasizes its focus on maintaining accurate financial reporting and compliance with regulatory requirements[2]. - The company maintains a strong commitment to corporate governance and investor relations, ensuring compliance with relevant laws and regulations[67]. - The company has elected new board members and adjusted executive positions during the reporting period[56]. Subsidiaries and Market Presence - The company has a comprehensive list of subsidiaries and associated companies across various regions, indicating a broad operational footprint[6]. - The company has established a joint venture to actively expand the hydrogen energy market in Shanxi Province and has invested in establishing a presence in Indonesia, marking its first step towards internationalization in the gas industry[22]. - The company has established multiple subsidiaries in various regions, including 100% ownership in Suzhou, Xuzhou, and Hebei gas companies[148]. - The company holds a 51% stake in Shandong Yulong Gas Company, indicating a strategic partnership in the gas sector[149]. - The company is actively pursuing mergers and acquisitions to enhance its operational capabilities and market share[149]. Environmental Management - The company has been recognized as a key pollutant discharge unit and adheres to various environmental protection laws and regulations[62]. - The company has implemented an environmental management system to ensure 100% normal operation of pollution prevention facilities[62]. - The company invested CNY 1.631 million in environmental protection in the first half of 2023 and paid CNY 3,023.69 in environmental protection tax[64]. - The company achieved a 14.8% reduction in energy consumption per unit product after energy-saving modifications to its vacuum brazing furnace, saving approximately 1.35 million kWh of electricity and indirectly reducing CO2 emissions by about 950 tons[64]. - The company has two sets of wastewater treatment facilities, with COD and ammonia nitrogen emissions decreasing compared to the same period last year[64]. Legal Matters - The company is currently involved in several lawsuits, with a total amount in dispute of approximately 13.87 million yuan related to a contract dispute with Sinopec Yanshan Company[76]. - The company has successfully mediated a contract dispute with Longyou Petrochemical, resulting in a payment agreement of 12.18 million yuan to be settled by August 31, 2023[77]. - The company is also pursuing a claim against Jilin Zhongxin Chemical Group for gas supply fees totaling approximately 9.69 million yuan, with hearings ongoing[78]. - The company has faced claims totaling over 26.25 million yuan in a separate dispute with Liyang Zicheng New Materials Technology Co., Ltd.[80]. - The company continues to monitor and manage its legal risks associated with these disputes to protect its financial interests[84]. Financial Reporting and Compliance - The financial report is signed and stamped by the legal representative and accounting personnel, ensuring its authenticity[4]. - The half-year financial report has not been audited yet[75]. - The company's financial reporting adheres to relevant accounting standards, ensuring compliance and transparency in financial disclosures[160]. - The company confirmed financial assets and liabilities upon entering into financial instrument contracts, measuring them at fair value initially[160]. - The company assesses credit risk for financial assets on each balance sheet date, measuring expected credit losses based on significant increases in credit risk since initial recognition[166].

| | | 杭氧集团股份有限公司 一、关于"杭氧转债"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 可转换公司债券（以下简称"杭氧转债"、"可转债"）113,700 万元。（债券 简称：杭氧转债；债券代码：127064）。 根据《深圳证券交易所可转换公司债券业务实施细则》（以下简称"《业务 实施细则》"）、《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》 及中国证券监督管理委员会关于可转换公司债券发行的有关规定，在本次发行之 后，当公司发生送红股、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，依次对转股价格进行累积调整，具体调整办法如下： 关于本次限制性股票回购注销不调整可转债转股价格 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： 因公司本次回购注销股份占公司总股本比例较小，经计算，本次限制性股票 回购注销完成后，"杭氧转债"转股价格不变，仍为 27.88 元/股。 公司出现上述股份和/ ...

1、公司本次回购注销的限制性股票数量为 238,100 股，占回购注销前公司 总股本的 0.0242%，其中，首次授予的限制性股票共 218,100 股，占注销前总股 本的 0.0222%，本次回购价格按 11.75 元/股加上同期银行存款利息进行回购处 理；预留部分第一次授予的限制性股票共 20,000 股，占注销前总股本的 0.0020%，回购价格为 13.93 元/股。本次回购注销限制性股票涉及 14 名激励对 象。本次回购注销完成后，公司股份总数为 984,304,500 股。 2、此次股份变动对公司可转债转股价格影响较小，将不调整可转债转股价 格。 3、截至 2023 年 8 月 14 日，上述限制性股票已在中国证券登记结算有限责 任公司深圳分公司办理完成注销手续。 一、2021 年限制性股票激励计划已履行的决策程序和审批情况 特别提示： 关于部分限制性股票回购注销完成的公告 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。 | 股票代码：002430 | 股票简称：杭氧股份 | 公告编号：2023-065 | | --- | --- | --- | ...

002430 杭氧集团股份有限公司 证券代码：002430 证券简称：杭氧股份 编号：20230717 投资者关系活动 ☑特定对象调研 □分析师会议 类别 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 国泰君安、广发证券、博时基金、东北证券、中邮证券、上海 参与单位名称及 方以、宁银理财、中泰证券、咏明资产、宁泉资产等投资机构 人员姓名 时间 2023 年 07 月 17 日 地点 公司总部会议室 葛前进（副总经理、总会计师、董事会秘书）、高春凤（证券 部部长、证券事务代表） 上市公司接待人 员姓名 公司代表与投资者进行了交流，就投资者提问予以回复并形成以下调 研纪要： 问题一：空分设备的设备规模发展趋势？ 答：单套空分设备的规模主要取决于用户气体需求及项目所在地的土 地情况等因素，截至目前公司生产的单套最大等级空分设备为 12 万 m³/h 空分，已可以充分满足市场不同客户对空分等级的需求。 投资者关系活动 主要内容介绍 问题二：在特大型空分设备领域，公司的竞争情况如何？ 答：公司在国内特大型空分设备领域保持了较高的市场占有率水平， 主要竞争对手为国际同行公司。 问题三：公司在氢产 ...

002430 杭氧集团股份有限公司 证券代码：002430 证券简称：杭氧股份 编号：20230601 投资者关系活动 ☑特定对象调研 □分析师会议 类别 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 机构策略会 Invesco、民生加银、JP 摩根、华泰证券、浙商证券、Wellington 参与单位名称及 等投资机构 人员姓名 时间 2023 年 05 月 31 日-06 月 1 日 地点 杭州、上海 上市公司接待人 葛前进（副总经理、总会计师、董事会秘书）、高春凤（证券 部部长、证券事务代表） 员姓名 公司代表与投资者进行了交流，就投资者提问予以回复并形成以下调 研纪要： 问题一：今年液氩价格情况怎样，目前价格如何？ 答：今年一季度液氩平均价格与去年一季度相比有所下降，今年二季 度以来液氩价格较今年一季度有所回升。 投资者关系活动 问题二：公司气体投资团队的规模情况？ 主要内容介绍 答：目前公司投资中心设有 7 个气体投资团队，今年又新设了电子气 体事业部。 问题三：公司新建气体项目配置的液体产量是怎么定的？ 答：公司新建气体项目所配置的液体产量是综合考虑项目所在地区周 边零售气 ...

002430 杭氧集团股份有限公司 证券代码：002430 证券简称：杭氧股份 杭氧集团股份有限公司投资者关系活动记录表 编号：20230519 投资者关系活动 ☑特定对象调研 □分析师会议 类别 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 ☑其他 电话会议 浙商证券、海通证券、南方基金、富安达基金、重阳投资、澄 参与单位名称及 金资产、青骊资产、拾贝投资、平安基金、厚雪基金、世诚投 人员姓名 资、晨燕资产、联博基金、WCM 等 时间 2023 年 05 月 18 日-05 月 19 日 地点 杭州 上市公司接待人 葛前进（副总经理、总会计师、董事会秘书）、高春凤（证券 部部长、证券事务代表） 员姓名 公司代表与投资者进行了交流，就投资者提问予以回复并形成以下调 研纪要： 问题一：气体投资项目主要面临的风险是什么，公司是如何控制的？ 答：气体投资项目主要风险是用户的持续经营能力；所以公司通过全 面的尽职调查，多角度评估项目可行性，以控制投资风险。 投资者关系活动 问题二：公司气体投资团队的规模情况？ 主要内容介绍 答：目前公司投资中心设有 7 个气体投资团队。 问题三：公司未来气体与设备业 ...

Financial Performance - The company's operating revenue for Q1 2023 was ¥3,288,159,440.36, representing a 20.24% increase compared to ¥2,734,771,970.54 in the same period last year[3] - The net profit attributable to shareholders decreased by 14.20% to ¥276,256,501.77 from ¥321,961,761.29 year-on-year[3] - The net profit for Q1 2023 was CNY 294,556,597.10, a decrease of 13.1% from CNY 338,910,909.28 in Q1 2022[12] - The total operating costs for Q1 2023 were CNY 2,901,315,039.73, up 27.7% from CNY 2,270,670,737.91 in Q1 2022[12] - The company's total comprehensive income for Q1 2023 was CNY 294,556,597.10, compared to CNY 338,910,909.28 in the previous year, showing a decline of 13.1%[13] Cash Flow - The net cash flow from operating activities significantly improved to ¥393,388,641.17, a 365.61% increase from -¥148,105,755.35 in the previous year[5] - Operating cash inflow for the period was CNY 2,463,702,151.17, up from CNY 1,530,982,342.99 in the previous period, representing a growth of approximately 61%[14] - Cash outflow from operating activities totaled CNY 2,070,313,510.00, compared to CNY 1,679,088,098.34 in the previous period, indicating an increase of about 23%[15] - Cash inflow from investment activities was CNY 2,024,634.45, compared to CNY 147,789.91 in the previous period, showing a substantial increase[15] - Cash outflow from investment activities was CNY 368,579,807.37, up from CNY 279,871,795.96, reflecting a rise of approximately 32%[15] - Net cash flow from financing activities was negative CNY 56,014,649.97, a decrease from a positive CNY 382,694,922.28 in the previous period[15] Assets and Liabilities - Total assets increased by 6.87% to ¥20,560,445,950.32 from ¥19,238,446,363.82 at the end of the previous year[3] - The total liabilities of the company are reported at RMB 11,942,507,265.34, reflecting an increase from the previous total[10] - The total liabilities as of Q1 2023 were CNY 10,659,705,545.70, compared to CNY 10,279,100,499.75 in the previous year, reflecting an increase of 3.7%[11] - The total equity attributable to shareholders increased by 7.92% to ¥8,840,483,322.53 from ¥8,191,615,874.84 at the end of the previous year[3] - The total equity as of Q1 2023 was CNY 9,900,740,404.62, an increase from CNY 8,959,345,864.07 in the same period last year[11] Shareholder Information - The total number of common shareholders at the end of the reporting period is 23,438, with the largest shareholder, Hangzhou Hangyang Holding Co., Ltd., holding 53.30% of shares, totaling 524,754,485 shares[7] - The company has a total of 10 major shareholders, with the top three holding a combined 62.55% of shares[8] Research and Development - The company's R&D expenses rose by 32.93% to ¥104,528,368.40, reflecting increased investment in research and development[5] - The R&D expenses for Q1 2023 amounted to CNY 104,528,368.40, which is a 33% increase from CNY 78,633,711.46 in the previous year[12] Other Financial Metrics - The weighted average return on equity decreased to 3.31% from 4.30% year-on-year, a decline of 0.99%[3] - The company experienced a 54.28% increase in financial expenses, amounting to ¥29,246,046.25, primarily due to increased interest expenses[5] - The company's investment income for Q1 2023 was CNY 6,421,060.64, up from CNY 4,055,098.07 in Q1 2022, representing a growth of 58.5%[12] - The earnings per share (EPS) for Q1 2023 were CNY 0.28, down from CNY 0.33 in Q1 2022[13] Audit Status - The report for the first quarter was not audited[16]