格隆汇1月9日丨凯美特气(002549.SZ)在投资者互动平台表示，公司目前不涉及光刻胶产品，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。 ...

证券日报网讯1月8日，凯美特气（002549）在互动平台回答投资者提问时表示，公司目前没有生产二氯 二氢硅产品。 ...

（来源：财经思享汇） 回顾2025年十大赛道的"牛"股，看它们为什么涨的好。 作者 | 卞可心 编辑 | 管东生 随着2025年12月31日收盘，A股市场正式落下帷幕。据统计数据，剔除2025年新上市的116只新股，全 年256个交易日内，上证综指、深证成指、创业板指涨幅分别达到18.41%、29.87%、49.57%，年内表现 显著优于2024年，尤其创业板指涨幅接近50%。 2025年11月末，A股市场上证指数最高点达到4034.08点，相较2024年最高点上涨12.06%。自2015年以 来，时隔十年，沪指再次突破4000点大关。 众多企业在2025年表现出色，股价大增，更有甚者股价涨幅超400%。 现《财经思享汇》根据iFinD和上市公司公告，统计2025年1月1日至12月31日一整个自然年内，A股上 市公司涨幅最明显的10家公司。 需要注意的是，本次盘点集中于热门行业及高增长企业，去除了同一行业内重复企业，本次遴选还会搁 置周期底部行业。此外，为凸显"高增长""高质量"企业，将去除低市值（低于100亿元），以及存在资 本炒作、行业"黑天鹅"等偶发要素的企业。 本次统计结果显示，商业航天、"海峡两岸" ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司的产品有无在商业航天领域的应用？ 凯美特气（002549.SZ）1月8日在投资者互动平台表示，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。感谢 您的关注！ ...

数据显示，汇添富基金旗下1只基金重仓凯美特气。汇添富中证环境治理指数(LOF)A（501030）三季度 持有股数41.98万股，占基金净值比例为3.88%，位居第二大重仓股。根据测算，今日浮盈赚取约48.28 万元。连续3天上涨期间浮盈赚取55.84万元。 汇添富中证环境治理指数(LOF)A（501030）成立日期2016年12月29日，最新规模1.82亿。今年以来收 益2.13%，同类排名4659/5488；近一年收益26.57%，同类排名3011/4192；成立以来亏损41.5%。 汇添富中证环境治理指数(LOF)A（501030）基金经理为赖中立。 截至发稿，赖中立累计任职时间13年71天，现任基金资产总规模19.3亿元，任职期间最佳基金回报 94.17%， 任职期间最差基金回报-47.54%。 1月7日，凯美特气涨5.16%，截至发稿，报23.45元/股，成交18.02亿元，换手率11.32%，总市值163.06 亿元。凯美特气股价已经连续3天上涨，区间累计涨幅6.34%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理 ...

证券代码：002549 证券简称：凯美特气 公告编号：2026-001 湖南凯美特气体股份有限公司董事会 2026 年 1 月 5 日 附件：张光兴先生简历 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。 湖南凯美特气体股份有限公司（以下简称"公司"）于近日收到中泰证券股 份有限公司（以下简称"中泰证券"）出具的《关于变更湖南凯美特气体股份有 限公司 2022 年度向特定对象发行股票项目持续督导保荐代表人的报告》。 中泰证券作为公司 2022 年度向特定对象发行股票项目的保荐机构及主承销 商，原指定尹广杰先生、平成雄先生为项目的签字保荐代表人。项目持续督导 期自 2023 年 7 月 28 日至 2024 年 12 月 31 日，因项目募集资金尚未使用完毕， 中泰证券尚需履行督导义务。 因工作变动，现任保荐代表人平成雄先生不再负责项目的持续督导工作。 为保证公司 2022 年度向特定对象发行股票项目持续督导工作的顺利进行，中泰 证券决定授权张光兴先生（简历详见附件）接替平成雄先生担任该项目持续督 导的保荐代表人。 本次保荐代表人更换后，公司 2022 年度向特 ...

Investment Rating - The report maintains a "Buy" rating for several companies including Xinyangfeng, Senqilin, Ruifeng New Materials, Sinopec, Juhua, Yangnong Chemical, CNOOC, Tongkun, Daotong Technology, and others [10]. Core Viewpoints - The report highlights significant price increases in battery-grade lithium carbonate (up 10.79%) and industrial-grade lithium carbonate (up 10.78%), while sulfur and liquid chlorine experienced notable declines [4][7]. - It suggests focusing on investment opportunities in areas such as import substitution, pure domestic demand, and high dividend stocks, particularly in light of the current geopolitical tensions affecting oil prices [6][18]. - The overall chemical industry remains under pressure, with mixed performance across sub-sectors due to past capacity expansions and weak demand, although some sectors like lubricants are performing better than expected [21]. Summary by Sections Chemical Industry Investment Suggestions - The report recommends paying attention to the glyphosate industry, which is showing signs of recovery with decreasing inventory and rising prices, suggesting potential investment in companies like Jiangshan Co., Xingfa Group, and Yangnong Chemical [21]. - It also emphasizes selecting stocks with strong competitive positions and growth potential, particularly in the lubricant additive sector and coal-to-olefins industry [21]. - The report notes that domestic demand for chemical fertilizers and certain pesticide sub-products remains robust, with companies like Hualu Hengsheng and China Heartlink Fertilizer being highlighted for investment [21]. Price Trends of Chemical Products - The report details recent price movements, with significant increases in battery-grade lithium carbonate and PTA, while products like sulfur and liquid chlorine saw declines [4][5][19]. - It mentions that the international oil price is expected to stabilize around $65 per barrel, which could benefit companies with high dividend yields and those that are sensitive to raw material cost reductions [6][18]. Market Dynamics - The report discusses the impact of geopolitical tensions on oil prices, particularly the situation in Venezuela and the EU's sanctions on Russia, which have contributed to recent price fluctuations [22][23]. - It highlights the weak trading atmosphere in the coal market, with prices declining due to limited demand and cautious market sentiment [29][30]. - The report notes that the polypropylene market is experiencing downward pressure due to weak demand and increased supply, while the PTA market is expected to remain strong due to ongoing inventory reduction [31][35].

Core Viewpoint - The stock of Hunan Kaimete Gas Co., Ltd. has experienced significant fluctuations, with a year-to-date increase of 245.84%, but a recent decline in the last five, twenty, and sixty trading days [1] Group 1: Company Overview - Hunan Kaimete Gas Co., Ltd. was established on June 11, 1991, and went public on February 18, 2011 [2] - The company specializes in the research, production, and sales of dry ice, liquid carbon dioxide, food additive liquid carbon dioxide, nitrogen, and other industrial gases, with its main business revenue composition being: hydrogen 33.46%, carbon dioxide 31.72%, fuel products 28.50%, air separation gases 4.16%, special gases 1.94%, and others 0.21% [2] - The company is classified under the basic chemical industry, specifically in chemical products and other chemical products [2] Group 2: Financial Performance - For the period from January to September 2025, Kaimete Gas achieved operating revenue of 485 million yuan, representing a year-on-year growth of 13.19%, and a net profit attributable to shareholders of 75.4 million yuan, reflecting a substantial increase of 326.54% [2] - The company has distributed a total of 321 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders of Kaimete Gas reached 192,700, an increase of 159.58% compared to the previous period, with an average of 3,592 circulating shares per person, a decrease of 61.48% [2] - Hong Kong Central Clearing Limited is the fourth-largest circulating shareholder, holding 13.35 million shares as a new shareholder [3]

沪指12月26日上涨0.10%，申万所属行业中，今日上涨的有19个，涨幅居前的行业为有色金属、电力设 备，涨幅分别为3.69%、1.40%。基础化工行业今日上涨0.60%。跌幅居前的行业为电子、轻工制造，跌 幅分别为0.71%、0.61%。 资金面上看，两市主力资金全天净流出232.84亿元，今日有8个行业主力资金净流入，电力设备行业主 力资金净流入规模居首，该行业今日上涨1.40%，全天净流入资金85.60亿元，其次是有色金属行业，日 涨幅为3.69%，净流入资金为38.14亿元。 主力资金净流出的行业有23个，电子行业主力资金净流出规模居首，全天净流出资金116.74亿元，其次 是通信行业，净流出资金为55.15亿元，净流出资金较多的还有机械设备、医药生物、汽车等行业。 基础化工行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002407 | 多氟多 | 8.29 | 24.64 | 115012.07 | | 002326 | 永太科技 | 10.00 | 18.57 | 6 ...

Core Viewpoint - The stock price of Kaimete Gas has experienced significant fluctuations, with a year-to-date increase of 254.49%, but recent trends show a decline over the past 20 and 60 days [2]. Group 1: Stock Performance - As of December 24, Kaimete Gas's stock price dropped by 2.03% to 21.73 CNY per share, with a trading volume of 572 million CNY and a turnover rate of 3.76%, resulting in a total market capitalization of 15.11 billion CNY [1]. - The stock has seen a 7.52% increase over the last five trading days, but a decline of 6.05% over the last 20 days and 13.50% over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Kaimete Gas reported a revenue of 485 million CNY, reflecting a year-on-year growth of 13.19%, while the net profit attributable to shareholders reached 75.4 million CNY, marking a substantial increase of 326.54% [3]. - The company has distributed a total of 321 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [4]. Group 3: Shareholder Information - As of September 30, 2025, Kaimete Gas had 192,700 shareholders, an increase of 159.58% from the previous period, with an average of 3,592 circulating shares per shareholder, down by 61.48% [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 13.35 million shares as a new shareholder [4]. Group 4: Business Overview - Kaimete Gas, established on June 11, 1991, and listed on February 18, 2011, operates in the petrochemical sector, focusing on the research, production, and sales of dry ice, liquid carbon dioxide, food-grade nitrogen, and other industrial gases [2]. - The company's main revenue sources include hydrogen (33.46%), carbon dioxide (31.72%), fuel products (28.50%), air separation gases (4.16%), specialty gases (1.94%), and others (0.21%) [2].