证券代码：002549 证券简称：凯美特气 公告编号：2025-040 湖南凯美特气体股份有限公司 关于岳阳长岭凯美特气体有限公司例行停车检修完成并复产的公告 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。 湖南凯美特气体股份有限公司（以下简称"公司"）全资子公司岳阳长岭凯 美特气体有限公司（以下简称"长岭凯美特"）根据上游中石化湖南石油化工有 限公司（以下简称"上游"）例行停车检修安排，于 2025 年 4 月 15 日开始与上 游装置同步停车。具体内容详见公司 2025 年 4 月 16 日披露的《关于岳阳长岭凯 美特气体有限公司例行停车检修的公告》（公告编号：2025-013）。 2025 年 7 月 2 日 停车期间长岭凯美特进行了全面检修及维护保养，以确保生产装置后期安全 有效运行。截至本公告披露日，根据上游复产进度，长岭凯美特生产装置全部检 修完成并已通过安全运行，现进入正常生产状态。 公司指定信息披露媒体为《证券日报》《证券时报》《中国证券报》《上海证 券报》和巨潮资讯网（www.cninfo.com.cn）。公司所有信息均以在上述指定媒体 刊登 ...

Market Overview - A-shares experienced a strong opening on July 1, with the Shanghai Composite Index rising significantly, driven by the banking and power sectors, and total market turnover around 1.5 trillion yuan [1] - The banking sector showed a robust rebound, with all stocks in the sector rising, and Shanghai Pudong Development Bank reaching a historical high with a market capitalization of 432.18 billion yuan [2] Banking Sector Performance - The banking sector index increased by approximately 20% year-to-date, with a cumulative rise of nearly 70% since the end of 2023 [2] - Notable individual stock performances included Suzhou Bank rising over 5%, Xiamen Bank nearly 4%, and Hangzhou Bank over 3% [2] - The overall banking sector closed up 1.84% on July 1, ranking fifth among industry sectors for the day [2] Innovative Drug Sector - The innovative drug sector saw significant gains, with a total increase of 3.01% by the end of the trading day, ranking third among industry sectors [4] - Key stocks in this sector included Frontline Bio, which hit the daily limit, and several others like Guizhou Bailing and Seer Medical also reaching their daily limits [4] - The sector has been active since mid-May, with a notable surge in trading volume and stock prices [4] Policy Support for Innovative Drugs - The National Healthcare Security Administration and the National Health Commission issued measures to support the high-quality development of innovative drugs, focusing on R&D, market access, and payment systems [5] - These measures aim to address key issues in the innovative drug sector and promote genuine innovation [5] International Transactions in Innovative Drugs - There has been a surge in international transactions for innovative drugs, with a total of $45.5 billion in authorized transactions by Chinese companies from January to May 2025, surpassing the total for the first half of 2024 [6] - The year 2025 is expected to be significant for domestic innovative drug companies as they transition from generic to innovative drugs, with some companies reaching breakeven and profitability [6]

湖南凯美特气体股份有限公司 关于股东及其一致行动人权益变动持股比例触及1%、5%刻度 暨披露简式权益变动报告书的提示性公告 公司股东湖南省财信资产管理有限公司及其一致行动人湖南财信精信投资 合伙企业（有限合伙）、湖南省财信常勤壹号基金合伙企业（有限合伙）保证向 本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 证券代码：002549 证券简称：凯美特气 公告编号：2025-039 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 湖南凯美特气体股份有限公司（以下简称： "公司"）2025 年 5 月 14 日在《中 国证券报》《上海证券报》《证券时报》《证券日报》和指定信息披露网站巨潮资 讯网 www.cninfo.com.cn 披露了《关于股东及一致行动人减持计划预披露公告》 （公告编号：2025-032）。公司收到股东湖南省财信资产管理有限公司（以下简 称"财信资产"）、湖南财信精信投资合伙企业（有限合伙）（以下简称"财信精 信"）、湖南省财信常勤壹号基金合伙企业（有限合伙）（以下简称"常勤壹号"） 出具的《关于权益变动持股比例触及 1%刻度的告知函》 《简式 ...

Group 1: Company Announcements - Changchun High-tech plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy and international brand image [1] - Saisir reported June sales of 46,086 new energy vehicles, a year-on-year increase of 4.44%, with a total of 172,100 units sold in the first half of the year, down 14.35% year-on-year [1] - Hangzhou High-tech announced a change in controlling shareholder to Jirong Weiye, with stock resuming trading on July 2, 2025 [1] Group 2: Financial Performance - Guomai Technology expects a net profit of 125 million to 156 million yuan for the first half of 2025, a year-on-year increase of 60.52% to 100.33% [2] - Kid King anticipates a net profit of 120 million to 160 million yuan for the first half of 2025, representing a year-on-year growth of 50% to 100% [2] - Mould Technology received a project from a well-known North American electric vehicle company, with expected total sales of 1.236 billion yuan over five years [3] Group 3: Regulatory and Compliance - *ST Yuancheng is under investigation by the China Securities Regulatory Commission for suspected false disclosures in financial reports [4] - The company received a notice of investigation on July 1, 2025, which may lead to significant penalties and potential delisting [4] Group 4: Market Activity - Changcheng Military Industry's stock has experienced significant volatility, with a cumulative price deviation exceeding 20% over three trading days, indicating potential irrational speculation [5] - Anglikang has only one innovative drug project, ALK-N001, currently in Phase I clinical trials, highlighting the long and uncertain nature of drug development [6] Group 5: Sales and Contracts - Beiqi Blue Valley's subsidiary reported a 139.73% year-on-year increase in sales for the first half of the year [7] - Dong'an Power's engine sales in June increased by 82.79% year-on-year [7] - Pudong Construction's subsidiary won multiple major projects with a total bid amount of 1.964 billion yuan [7]

2连板凯美特气：股东6月23日-6月30日减持0.65%公司股份 智通财经7月1日电，凯美特气(002549.SZ)公告，2025年6月23日至2025年6月30日，常勤壹号通过深圳 证券交易所大宗交易方式减持公司股份72.98万股，财信精信通过深圳证券交易所集中竞价和大宗交易 方式减持公司股份190.83万股，财信资产通过深圳证券交易所大宗交易方式减持公司股份191.16万股， 三者合计持股比例从10.65%减少至10.00%。 小财注：凯美特气5月14日公告，常勤壹号、财信资产、财信精信计划自本次减持计划预披露公告发布 之日起15个交易日后的3个月内以集中竞价及或大宗交易方式合计减持不超过公司目前总股本的3%。截 至目前，常勤壹号、财信精信、财信资产合计减持公司股份1495.56万股，占公司总股本的2.15%，未超 过计划减持股份数量。 ...

证券代码：002549 证券简称：凯美特气 公告编号：2025-039 一、本次权益变动持股比例触及 1%刻度的具体情况 2025 年 6 月 23 日至 2025 年 6 月 30 日，常勤壹号通过深圳证券交易所大宗 交易方式减持公司股份 72.98 万股，财信精信通过深圳证券交易所集中竞价和大 宗交易方式减持公司股份 190.83 万股（其中集中竞价减持 66.83 万股，大宗交 易减持 124.00 万股），财信资产通过深圳证券交易所大宗交易方式减持公司股份 191.16 万股，三者合计持股比例从 10.65%减少至 10.00%，权益变动持股比例触 及 1%刻度。 | | 湖南省财信常勤壹号基金合伙企业（有限合伙） | | --- | --- | | 信息披露义务人 | 湖南财信精信投资合伙企业（有限合伙） | | | 湖南省财信资产管理有限公司 | 湖南凯美特气体股份有限公司 关于股东及其一致行动人权益变动持股比例触及1%、5%刻度 暨披露简式权益变动报告书的提示性公告 公司股东湖南省财信资产管理有限公司及其一致行动人湖南财信精信投资 合伙企业（有限合伙）、湖南省财信常勤壹号基金合伙企业（有限合伙） ...

湖南凯美特气体股份有限公司 简式权益变动报告书 湖南凯美特气体股份有限公司 简式权益变动报告书 上市公司名称：湖南凯美特气体股份有限公司 股票上市地点：深圳证券交易所 股票简称：凯美特气 股票代码：002549 信息披露义务人：湖南财信精信投资合伙企业（有限合伙） 住所：湖南省长沙高新区岳麓西大道 588 号芯城科技园 4#栋 401F-23 房 通讯地址：湖南省长沙市天心区城南西路3号财信大厦4楼 股份变动性质：减少 信息披露义务人的一致行动人（1）：湖南省财信常勤壹号基金合伙企业（有限 合伙） 住所：湖南省长沙市高新区岳麓西大道 588 号芯城科技园 4 栋 401A-89 房 通讯地址：湖南省长沙市天心区城南西路3号财信大厦4楼 1 湖南凯美特气体股份有限公司 简式权益变动报告书 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》、《上市公司收购管理办法》、 《公开发行证券的公司信息披露内容与格式准则第15号——权益变动报告书》及 相关的法律、法规编写本权益变动报告书。 二、信息披露义务人签署本报告已获得必要的授权和批准，其履行亦不违反信息 披露义务人章程及内部规定中的任何条款，或与之相 ...

凯美特气（002549）公告，公司股东湖南省财信资产管理有限公司及其一致行动人于2025年6月23日至 2025年6月30日期间通过大宗交易和集中竞价方式减持公司股份454.97万股，持股比例从10.65%减少至 10.00%，权益变动比例触及1%刻度。其中，常勤壹号减持72.98万股，财信精信减持190.83万股，财信 资产减持191.16万股。 ...

截至7月1日收盘，光刻机概念上涨2.34%，位居概念板块涨幅第8，板块内，29股上涨，凯美特气、海 立股份、旭光电子等涨停，蓝英装备、久日新材、中瓷电子等涨幅居前，分别上涨14.60%、5.93%、 4.55%。跌幅居前的有腾景科技、电科数字、富创精密等，分别下跌3.29%、1.20%、1.11%。 今日涨跌幅居前的概念板块 | | 份 | | | | | | --- | --- | --- | --- | --- | --- | | 301297 | 富乐德 | 4.31 | 11.35 | -452.65 | -0.66 | | 688167 | 炬光科 | -0.80 | 2.69 | -528.99 | -2.73 | | | 技 | | | | | | 688409 | 富创精 | -1.1 1 | 3.05 | -652.67 | -2.18 | | | 密 | | | | | | 003043 | 华亚智 | 1.81 | 6.83 | -703.15 | -2.97 | | | 能 | | | | | | 003031 | 中瓷电 | 4.55 | 5.47 | -1046.08 | -1.0 ...

Market Overview - The market experienced fluctuations with mixed performance across the three major indices, with a total trading volume of 1.49 trillion [1] - The innovative drug sector saw a resurgence, with stocks like Angli康 and塞力医疗 hitting the daily limit [1] - Chip stocks continued their strong performance, with companies such as诚邦股份 and凯美特气 also reaching the daily limit [1] - Bank stocks rebounded, with建设银行 and浦发银行 reaching historical highs [1] - The military industry showed localized activity, with stocks like长城军工 and际华集团 hitting the daily limit [1] - Stablecoin concept stocks declined, with吉大正元 hitting the daily limit down [1] Key Highlights Pharmaceutical Sector - The pharmaceutical sector rebounded significantly, with昂立康 hitting the daily limit and reaching a historical high [3] - The National Healthcare Security Administration and the National Health Commission issued measures to support the high-quality development of innovative drugs, including increased support for R&D and inclusion in insurance directories [3][4] - Companies like阳普医疗, 塞力医疗, and山河药辅 also reached the daily limit [3] Chip Sector - The domestic chip sector remained strong, with stocks like诚邦股份, 凯美特气, and常青股份 hitting the daily limit [6] - Reports indicated that Texas Instruments is raising prices for various analog devices by 30%, with some data converters seeing price increases of 100% [6] - The semiconductor industry is entering a new growth cycle driven by AI innovations and electric vehicle developments, which is expected to boost demand for high-performance analog chips [6][8] Glass Fiber Sector - The glass fiber sector saw significant gains, with companies like宏和科技, 中材科技, and山东玻纤 hitting the daily limit [9] - Market rumors suggest that NVIDIA's upcoming Rubin cabinet may utilize quartz cloth with lower dielectric constants, enhancing its application prospects in AI servers [9][10] Military Sector - The military sector showed mixed performance, with some stocks experiencing gains while others remained stable [11] Other Sectors - The electric power, PCB, and brain science sectors showed localized activity, while solid-state batteries and blockchain concepts faced declines [11]