截至6月30日，凯美特气股东户数7.42万，人均流通股9326股。 2025年1月-6月，凯美特气实现营业收入3.1亿元，同比增长10.52%；归属净利润5584.61万元，同比增长 199.82%。 8月28日，凯美特气盘中9.97%涨停，截至11:20，报16.76元/股，成交17.94亿元，换手率15.94%，总市 值116.54亿元。 资料显示，湖南凯美特气体股份有限公司位于湖南省岳阳市岳阳楼区延寿寺路凯美特气，公司是一家环 保企业，主要从事以石油化工尾气(废气)、火炬气为原料生产、销售和运输各类气体(如工业气体、医用 气体、特种气体等)、电子化学品的业务，产品广泛应用于电子、化工、食品、农业等多个领域。公司 已与多家下游企业建立了长期、稳定的合作关系，其产品质量稳定，得到了广大客户的认可，特别是食 品级液体二氧化碳产品已通过可口可乐和百事可乐的认证。 ...

光刻机概念股盘初走强，张江高科涨停，思泰克、芯碁微装、凯美特气、蓝英装备、腾景科技跟涨。 ...

（编辑 袁冠琳） 证券日报网讯 凯美特气8月26日在互动平台回答投资者提问时表示，公司持续推进电子特气国内外客户 认证与市场拓展，凭借产品质量及服务等优势，与多家头部客户保持良好合作关系。具体经营数据，请 关注公司定期报告的披露。 ...

8月22日，凯美特气盘中上涨2.06%，截至11:05，报15.85元/股，成交6.11亿元，换手率5.64%，总市值 110.21亿元。 资金流向方面，主力资金净流入3480.86万元，特大单买入3006.84万元，占比4.93%，卖出1424.88万 元，占比2.33%；大单买入1.18亿元，占比19.40%，卖出9947.67万元，占比16.29%。 凯美特气今年以来股价涨158.56%，近5个交易日跌4.98%，近20日涨22.21%，近60日涨47.03%。 今年以来凯美特气已经17次登上龙虎榜，最近一次登上龙虎榜为8月20日，当日龙虎榜净买入-8247.00 万元；买入总计1.73亿元 ，占总成交额比7.17%；卖出总计2.55亿元 ，占总成交额比10.59%。 资料显示，湖南凯美特气体股份有限公司位于湖南省岳阳市岳阳楼区七里山(巴陵石化化肥事业部西 门)，成立日期1991年6月11日，上市日期2011年2月18日，公司主营业务涉及石油化工尾气(废气)、火炬 气为原料,研发、生产和销售干冰、液体二氧化碳、食品添加剂液体二氧化碳、食品添加剂氮气及其他 工业气体。主营业务收入构成为：氢气33.46%， ...

Investment Rating - The industry rating is "Outperform the Market" [3] Core Insights - The construction of hydrogen pipelines has achieved multiple breakthroughs, and hydrogen fuel cell trucks have seen a resurgence in bulk orders. This week, five new electrolyzer projects were awarded, suggesting a focus on companies with strong bidding capabilities for electrolyzers. The midstream sector is accelerating the construction of hydrogen pipelines, with several projects making progress, indicating a recommendation to pay attention to companies capable of hydrogen transportation. Additionally, bulk orders for hydrogen fuel cell trucks were announced this week, highlighting the potential of related enterprises [2][36]. Industry Performance - As of August 15, 2025, the hydrogen energy index closed at 2386.88 points, with a weekly increase of 2.75% and a year-to-date increase of 34.33%. The hydrogen energy sector ranked 39th among Shenwan's secondary industry rankings, showing a slight decline [8][14]. Stock Performance - The top five companies in the hydrogen energy sector by weekly increase were Dayuan Pump Industry (61.11%), Tenglong Co., Ltd. (35.05%), Kaimete Gas (34.73%), Fuan Energy (28.72%), and Chuanhuan Technology (27.58%). Conversely, the top five companies with the largest weekly declines were Donghua Energy (-11.49%), Xiling Power (-6.65%), Xinxinda (-5.75%), Shandong Molong (-5.59%), and Huadian Liaoning Energy (-5.48%) [14][15]. Hydrogen Industry Data Review - This week, there were a total of six awarded hydrogen projects with a scale of 15MW, and a total hydrogen production capacity of 3000 Nm³/h. Among these, two electrolyzer projects were awarded to Aidemann and Han Hydrogen Technology [16][17]. Industry Dynamics - Domestic developments include Geely's signing of an order for 270 alcohol-hydrogen commercial vehicles, and the planned construction of a 195 km hydrogen pipeline by Huadian, set to begin on September 5, 2025. Additionally, breakthroughs in hydrogen pipeline steel products have been achieved by Shougang Jingtang [31][32]. Policy and Announcements - The Ministry of Finance announced that hydrogen energy can be tax-deductible under certain conditions, which is expected to stimulate the industry. Furthermore, the 398th batch of the "Announcement of Production Enterprises and Products of Road Motor Vehicles" has been released, indicating a resurgence of hydrogen fuel cell passenger vehicles [33][34].

Investment Rating - Industry Rating: Neutral (maintained rating) [6] Core Viewpoints - The recent notification from multiple government departments aims to promote standardized construction and high-quality development of chemical parks, which may positively impact the industry [1][13] - The basic chemical sector has shown a week-on-week increase of 3.27%, outperforming the CSI 300 index by 0.9 percentage points, indicating a relatively strong market performance [4][15] - Key chemical products have experienced price fluctuations, with notable increases in industrial-grade lithium carbonate (+15.6%) and nitric acid (+6.9%), while other products like urea and liquid methionine have seen declines [2][29] Summary by Sections 1. Key News Tracking - The Ministry of Industry and Information Technology and other departments issued a notification to enhance the management and recognition of chemical parks, focusing on three main measures: reviewing provincial recognition methods, strict management, and accelerating problem rectification [1][13] 2. Product Price Tracking - WTI oil price decreased by 1.7% to $62.8 per barrel - Key products such as rubber, pure MDI, and ethylene glycol saw price increases of 0.7%, 0.3%, and 0.04% respectively, while several others experienced declines [2][26] 3. Chemical Sector Performance - The basic chemical sector's performance was strong, with significant weekly increases in sub-sectors like modified plastics (+11.44%) and fluorochemicals (+6.04%) [4][16] 4. Focused Sub-industry Insights - The report highlights stable demand and global supply dominance in certain sectors, recommending companies like Jinhe Industrial and Wanhu Chemical for investment [5] - It also emphasizes the importance of domestic demand to counteract tariff impacts in sectors such as refrigerants and fertilizers [5] 5. Investment Opportunities - The report identifies investment opportunities in companies like Lite Optoelectronics and Aolai De, focusing on supply replacement gaps in the market [6]

格隆汇8月19日丨凯美特气(002549.SZ)在互动平台表示，公司主营业务不涉及智慧教育，公司主要产品 有高纯二氧化碳、氢气、液化气、戊烷、电子特气等，广泛应用于电子、化工、饮料、食品、烟草、石 油、冶金、农业等领域。 ...

Investment Rating - The report provides a standard investment rating for the chemical industry, indicating a positive outlook for specific sectors within the industry [5]. Core Insights - The report highlights the impact of the explosion at Kanto Denka's facility in Japan, which is expected to create opportunities for domestic electronic gas suppliers as Kanto Denka holds a 90% market share in nitrogen trifluoride production in Japan [6][13]. - The first World Humanoid Robot Games held in Beijing is seen as a catalyst for the robotics industry's development, showcasing technological innovation and attracting talent [6][14]. - The report emphasizes the structural optimization of supply in the chemical sector, suggesting a focus on sectors with significant elasticity and competitive advantages, such as organic silicon and membrane materials [6][15]. Industry Performance - The report notes that during the week of August 11 to August 15, 2025, the CSI 300 index rose by 2.37%, while the Shenwan Basic Chemical Index increased by 2.46%, outperforming the market slightly [6][18]. - The top-performing sub-sectors included modified plastics (up 12.29%) and fluorochemicals (up 5.81%), while the worst performers were civil explosives (down 3.02%) and compound fertilizers (down 1.81%) [6][19]. Price Trends - Key products that saw price increases included hydrochloric acid (up 15.38%) and propylene (up 4.00%), while notable declines were observed in butanone (down 7.16%) and liquid ammonia (down 5.89%) [6][26]. - The report tracks price differentials, with significant increases in the propylene-propane differential (up 33.47%) and decreases in the bisphenol A-phenol differential (down 26.57%) [6][28]. Investment Recommendations - The report suggests focusing on sectors that may benefit from supply-side reforms, particularly organic silicon, membrane materials, and dye sectors, with recommended companies including Hoshine Silicon Industry and Zhejiang Longsheng [6][15]. - It also highlights the growing demand for health additives and sugar substitutes driven by new consumer trends, recommending companies that emphasize technological and product differentiation [6][16][17].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002549 证券简称：凯美特气 公告编号：2025-053 湖南凯美特气体股份有限公司 2025年第一次临时股东会决议的公告 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。 重要提示： 1、本次股东会采取现场投票与网络投票相结合的表决方式。 2、本次股东会在会议召开期间无增加、否决或变更议案。 3、本次股东会不涉及变更前次股东会决议的情况。 一、会议召开基本情况 1、会议的通知：湖南凯美特气体股份有限公司（以下简称"公司"）于2025年7月30日在《中国证券报》 《上海证券报》《证券日报》《证券时报》和巨潮资讯网http://www.cninfo.com.cn披露了《关于召开 2025年第一次临时股东会的通知》（公告编号：2025-048）。 网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时间为：2025年8月15日（星期五） 9:15一9:25,9:30一11:30和13:00一15:00；通过深圳证券交易所互联网投票系统投票的具体时间为：2025 年8月15日（星期五）9:15-15 ...

Group 1 - The company announced that its first extraordinary general meeting of shareholders in 2025 approved several proposals, including the use of part of the temporarily idle raised funds for cash management [2]