Core Viewpoint - The company has decided to deregister its subsidiary, Hunan Kaimete Special Gas Co., Ltd., to optimize its management structure and improve operational efficiency [1][2]. Group 1: Deregistration Overview - The sixth board meeting and the sixth supervisory board meeting were held on April 23, 2025, where the decision to deregister the subsidiary was approved [1]. - The deregistration process was completed on August 8, 2025, as confirmed by the registration notice from the Yueyang Market Supervision Administration [1]. Group 2: Impact of Deregistration - The deregistration aligns with the company's overall business strategy and is expected to reduce management and operational costs while enhancing organizational structure and management efficiency [2]. - The deregistration will not result in significant changes to the company's consolidated financial statements and will not adversely affect the company's business development or profitability [2].

Group 1 - The company announced the decision to dissolve its Hunan subsidiary to optimize management structure and improve operational efficiency [2] - The board and supervisory committee meetings were held on April 23, 2025, to approve the dissolution proposal [2] - The company received the registration notice from the Yueyang Market Supervision Administration confirming the completion of the dissolution process on August 8, 2025 [2]

湖南凯美特气体股份有限公司 关于湖南凯美特气体股份有限公司特气分公司完成注销的公告 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"）2025 年 4 月 23 日召开 第六届董事会第十三次会议、第六届监事会第十三次会议，审议通过了《关于注 销湖南凯美特气体股份有限公司特气分公司的议案》。根据整体经营规划，为进 一步优化公司管理架构，提高运营效率，降低管理成本，公司决定注销湖南凯美 特气体股份有限公司特气分公司（以下简称"湖南凯美特特气分公司"），并授权 经营管理层依法办理清算和注销等相关工作。具体内容详见 2025 年 4 月 25 日披 露的《关于注销湖南凯美特气体股份有限公司特气分公司的公告》（公告编号： 2025-025）。 一、注销完成情况概述 2025 年 8 月 8 日，公司收到岳阳市市场监督管理局出具的《登记通知书》 （湘岳）登字【2025】第 165 号，湖南凯美特特气分公司已按照相关程序完成了 注销登记手续。 证券代码：002549 证券简称：凯美特气 公告编号：2025-051 1、《登记通知书 ...

Summary of Key Points Core Viewpoint - As of August 7, 115 companies have released their semi-annual reports for 2025, with 81 reporting a year-on-year increase in net profit, while 34 reported a decline. Additionally, 78 companies saw an increase in operating revenue, and 37 experienced a decrease. A total of 68 companies reported simultaneous growth in both net profit and operating revenue, while 24 companies saw declines in both metrics. Notably, 18 companies achieved a net profit growth rate exceeding 100%, with Zhimin Da leading at a staggering 2147.93% [1]. Company Performance - Zhimin Da (688636) reported earnings per share of 0.2284, with a net profit of 38.298 million and a year-on-year increase of 2147.93%. Its operating revenue reached 294.7564 million, reflecting an 84.83% increase [1]. - Shijia Guangzi (688313) achieved a net profit of 216.6475 million, marking a year-on-year increase of 1712.00%, with operating revenue of 992.6253 million, up 121.12% [1]. - Nanji Guang (300940) reported a net profit of 72.891 million, with a year-on-year increase of 982.43%, and operating revenue of 397.5085 million, up 244.67% [1]. - Tongzhou Electronics (002052) had a net profit of 203.0714 million, a year-on-year increase of 662.77%, with operating revenue of 539.7695 million, up 606.52% [1]. - Daodaquan (002852) reported a net profit of 180.9760 million, with a year-on-year increase of 563.15%, and operating revenue of 2792.4396 million, reflecting a slight increase of 1.16% [1]. Additional Company Insights - Huakang Jieneng (301235) reported a net profit of 18.6830 million, with a year-on-year increase of 273.48%, and operating revenue of 83.49115 million, up 50.73% [1]. - Chengxing Co. (600078) had a net profit of 18.5612 million, with a year-on-year increase of 211.08%, and operating revenue of 177.61177 million, up 9.85% [1]. - Kaimeite (002549) reported a net profit of 55.8461 million, with a year-on-year increase of 199.82%, and operating revenue of 31.03616 million, up 10.52% [1]. - Dong'an Power (600178) had a net profit of 3.9212 million, with a year-on-year increase of 157.75%, and operating revenue of 247.91147 million, up 25.72% [1]. Overall Market Trends - The overall trend indicates a strong performance among the majority of companies, with a significant number achieving substantial growth in both net profit and operating revenue, reflecting a positive outlook for the market [1][2].

Group 1 - The core transaction involved 600,000 shares of Kaimete Gas, with a total transaction value of 6.57 million yuan, accounting for 0.55% of the total trading volume on that day [1] - The transaction price was 10.95 yuan per share, representing a discount of 13.58% compared to the market closing price of 12.67 yuan [1] - The transaction occurred on August 6, 2025, and involved institutional buyers, with notable participation from multiple brokerage firms [2]

Group 1 - The A-share market saw a significant rise in photolithography stocks, with notable increases in share prices for several companies [1] - Juguang Technology experienced a 15.04% increase, while Xinlai Materials rose by 12.44%, and Baotong Technology increased by 10.31% [2] - Other companies such as Haili Co., Ltd. and Zhongchuan Special Gas also showed strong performance, with Haili Co. reaching a 10% increase [1][2] Group 2 - The total market capitalization for Juguang Technology is approximately 88.96 billion, with a year-to-date increase of 55.42% [2] - Xinlai Materials has a market value of 15.2 billion and has seen a year-to-date increase of 37.39% [2] - Baotong Technology's market capitalization stands at 11.5 billion, with a year-to-date increase of 50.74% [2]

Core Insights - The company reported a significant increase in revenue and net profit for the first half of 2025, indicating a positive turnaround in its financial performance [1] Financial Performance - The company achieved an operating revenue of approximately 310 million yuan, representing a year-on-year growth of 10.52% [1] - The net profit attributable to shareholders reached about 55.85 million yuan, marking a substantial increase of 199.82% compared to the same period last year [1] Product Performance - The sales of various gases, including carbon dioxide, hydrogen, fuel products, and air separation gases, showed strong performance [1] - Carbon dioxide product sales revenue increased by 6.53%, with a gross margin of 38.52% [1] - Hydrogen product sales revenue grew by 7.30%, achieving a gross margin of 35.21% [1] - Fuel product sales revenue rose by 14.69%, with operating costs decreasing by 6.51%, leading to a gross margin increase of 13.89 percentage points, reaching 38.79% [1] Operational Improvements - The company has successfully adjusted its operational policies and improved management levels, resulting in enhanced gross margins across multiple product categories [1] - The significant year-on-year growth in performance indicates that the company has emerged from a period of operational pressure and is now experiencing a growth inflection point [1]

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万龄/万份) (万元) | | | | | 2025-08-05 | 002549 | 凯美特气 | 10.64 | 26.38 | 280.68 | 招商证券股份有限 | 中国中金财富证券 | | | | | | | | 公司南京庐山路证 | 有限公司长沙解放 | | | | | | | | 券营业部 | 西路证券营业部 | | 2025-08-05 | 002549 | 凯美特气 | 10.64 | 25.00 | | 266.00 浙商证券股份有限 | 财信证券股份有限 | | | | | | | | 公司绍兴分公司 | 公司长沙曙光中路 | | | | | | | | | 证券营业部 | | 2025-08-05 | 002549 | 凯美特气 | 10.64 | 20.00 | | 212.80 浙商证券股份有限 | 财信证券股份有限 | | | | | ...

Summary of Key Points Core Viewpoint - As of August 5, 95 companies have released their semi-annual reports for 2025, with 63 reporting year-on-year profit growth and 60 reporting revenue growth. Notably, 51 companies experienced simultaneous growth in both profit and revenue, while 23 companies saw declines in both metrics. The company with the highest profit growth was Zhimin Da, with an increase of 2147.93% [1]. Group 1: Company Performance - Zhimin Da reported a net profit of 38.298 million yuan, with a year-on-year increase of 2147.93% and revenue of 294.7564 million yuan, up 84.83% [1]. - Shijia Guangzi achieved a net profit of 216.6475 million yuan, with a year-on-year increase of 1712.00% and revenue of 992.6253 million yuan, up 121.12% [1]. - Tongzhou Electronics reported a net profit of 203.0714 million yuan, with a year-on-year increase of 662.77% and revenue of 539.7695 million yuan, up 606.52% [1]. - Daodaquan reported a net profit of 180.9760 million yuan, with a year-on-year increase of 563.15% and revenue of 2792.4396 million yuan, up 1.16% [1]. - Huakang Clean reported a net profit of 18.6830 million yuan, with a year-on-year increase of 273.48% and revenue of 83.49115 million yuan, up 50.73% [1]. Group 2: Revenue and Profit Trends - 32 companies reported a year-on-year decline in net profit, while 35 companies reported a decline in revenue [1]. - Among the companies with significant profit growth, 15 companies had their profit growth double compared to the previous year [1]. - The overall trend indicates a mixed performance across the companies, with a notable number achieving substantial growth in both revenue and profit, while others faced declines [1].

Group 1 - The stock price of Kaimete Gas closed at 11.79 yuan on July 31, down 4.30% from the previous trading day [1] - The trading volume on that day was 683,800 hands, with a transaction amount of 819 million yuan [1] - Kaimete Gas specializes in the research, production, and sales of industrial gases, with applications in electronics, healthcare, and food sectors [1] Group 2 - The company belongs to the chemical products industry and has attributes related to specialized and innovative enterprises [1] - On July 31, Kaimete Gas announced on its interactive platform that it would not distribute dividends for the first half of 2025 due to funding needs for ongoing projects and daily operations [1] - The company stated that if there are future dividend plans, it will follow the required review procedures and disclose accordingly [1] Group 3 - On July 31, the net outflow of main funds for Kaimete Gas was 75.5469 million yuan, accounting for 0.93% of its circulating market value [1]