证券日报网讯2月25日，和远气体（002971）发布公告称，截至本公告披露日，公司及其控股子公司对 外担保累计余额为271837.54万元(含本次担保)，占公司最近一期经审计净资产的比例为173.56%。公司 不存在对合并报表范围之外的第三方提供担保的情况，也无逾期对外担保、涉及诉讼的担保。 ...

证券代码：002971 证券简称：和远气体 公告编号：2026-004 湖北和远气体股份有限公司 关于公司为子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、银行授信及担保情况概述 （一）银行授信情况概述 湖北和远气体股份有限公司（以下简称"公司"）分别于 2025 年 4 月 24 日、2025 年 5 月 16 日召开第五届董事会第十次会议、第五届监事会第八次会议 和 2024 年年度股东会，审议通过《关于向银行申请综合授信额度的议案》，同 意公司向有关银行申请合计不超过 200,000.00 万元综合授信额度，申请授信的 有效期自公司2024年年度股东会审议通过之日起至召开2025年年度股东会之日 止。具体详见公司分别于 2025 年 4 月 25 日、2025 年 5 月 17 日在巨潮资讯网 （www.cninfo.com.cn）披露的《关于向银行申请综合授信额度的公告》（公告 编号：2025-024）、《2024 年年度股东会决议公告》（公告编号：2025-035）。 （二）担保情况概述 为保障公司正常生产经营和发展，保 ...

证券日报网讯2月24日，和远气体（002971）在互动平台回答投资者提问时表示，截至2月13日公司的股 东人数是14086户。 ...

Investment Rating - The industry investment rating is optimistic [1] Core Insights - The industrial gas market is expected to reach 1.3 trillion yuan by 2026, with a CAGR of 6.8% over the next four years [3] - The competitive landscape is becoming more concentrated, with the top four companies holding 54% of the global market share and the top six in China holding 72% [3] - Growth drivers include increased outsourcing of gas supply, accelerated demand from sectors like semiconductors and new energy, and short-term benefits from macroeconomic recovery and gas price elasticity [3] Market Space - The global industrial gas market is valued at over 1 trillion, while the domestic market is around 200 billion [3] - The market is projected to grow to 284.2 billion yuan in China by 2026, with a CAGR of 9.68% from 2022 to 2026 [21] - The market is characterized by high concentration, with the top five companies holding approximately 69% of the market share [21] Equipment Market - The domestic air separation equipment market is valued at 34.1 billion yuan in 2022, with a growth rate of 25% year-on-year [4] - The market is expected to grow at a CAGR of 22% from 2019 to 2024, driven by larger equipment sizes and increased export demand [4] Electronic Specialty Gases - The semiconductor market is expected to remain strong, with a projected 30% year-on-year increase in global semiconductor sales by November 2025 [5] - There is significant potential for domestic electronic specialty gas manufacturers to replace imports and expand into global markets [5] Investment Recommendations - The report recommends focusing on leading companies in the industrial gas sector, such as Hangyang Co., and key players in electronic specialty gases like China Shipbuilding Gas and Guanggang Gas [6]

Core Viewpoint - The company is focusing on the production capacity of electronic specialty gases, particularly fluorine-based products, which are expected to enter customer validation and introduction by Q3 2026 [1] Group 1: Production and Development - The company's fluorine-based electronic specialty gas products have entered trial production and are primarily used in high-end manufacturing sectors such as semiconductors and chips [1] Group 2: Shareholder Information - As of January 31, 2026, the number of shareholders has decreased to 15,735, a reduction of 8.97% from January 20, marking the second consecutive decline [2] - During this period of concentrated shareholding, the stock price has increased by 2.16% [2] Group 3: Financial Performance - The company's revenue for the first three quarters of 2025 was 1.232 billion yuan, reflecting a year-on-year growth of 3.32% [3] - The net profit attributable to shareholders was 57.7037 million yuan, showing a slight decline of 1.86% year-on-year [3] - As of early January 2026, the company's price-to-earnings ratio (TTM) was 92.43 times, and the price-to-book ratio was 4.18 times, indicating a valuation level above the industry average [3] Group 4: Stock Performance - The stock price has experienced significant volatility, with a decline of 19.74% over the past 60 days, but an increase of 2.10% over the last 20 days [4] - The closing price on February 4 was 31.19 yuan, with a daily increase of 1.53% [4] - On February 3, there was a net outflow of 1.2451 million yuan in main capital [4] Group 5: Institutional Insights - As of mid-January 2026, only one institution has covered the stock in the last 90 days, giving it an "overweight" rating [5] - Huaxia Industry Prosperity Mixed Securities Investment Fund is among the top ten circulating shareholders [5]

内容概况：中国高纯三氯化硼行业正处在国产化替代攻坚与产业升级并举的关键发展期。2024年，中国 高纯三氯化硼行业市场规模为32.22亿元，同比增长6.72%。随着先进半导体制程的演进，对气体纯度的 要求已从5N向5N5、6N乃至更高等级发展，这要求企业必须持续攻克无氧无水合成、痕量杂质分析与 去除等核心技术。 一、行业概述 高纯三氯化硼（Boron Trichloride，BCl₃）指纯度≥99.999 %（5N级）的三氯化硼。常温下为无色发烟液 体或气体，具有强烈刺激性酸味；不可燃，但遇水剧烈水解生成氯化氢和硼酸，在潮湿空气中形成白色 腐蚀性烟雾。它是半导体、光电等高端制造中的关键电子特气，用作硅片的p型掺杂源、干法蚀刻剂以 及铝/镁合金的提纯剂等，属于战略级高纯化学品。 高纯三氯化硼物理性质 二、行业产业链 高纯三氯化硼行业产业链上游主要包括硼矿及硼化合物、氯气、催化剂、吸附剂、有机溶剂、惰性气体 等原材料，以及高温反应釜、精馏塔、吸附塔等生产设备。产业链中游为高纯三氯化硼生产制造环节。 产业链下游主要应用于半导体、显示面板、光伏、量子计算、新能源电池等领域。 高纯三氯化硼行业产业链 根据美国地质局数据显 ...

证券日报网讯 2月4日，和远气体在互动平台回答投资者提问时表示，截至1月30日，公司股东户数为 15735户。 （文章来源：证券日报） ...

证券代码：002971 证券简称：和远气体 公告编号：2026-003 湖北和远气体股份有限公司 关于公司为子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、银行授信及担保情况概述 （一）银行授信情况概述 为保障公司正常生产经营和发展，保证公司融资计划顺利实施，公司于 2025 年 4 月 24 日召开第五届董事会第十次会议和第五届监事会第八次会议，于 2025 年 5 月 16 日召开 2024 年年度股东会，审议通过了《关于公司对子公司担保额度 预计的议案》，同意公司为子公司提供担保，担保总额不超过人民币 150,000.00 万元，其中为资产负债率 70%以下的子公司提供担保的额度不超过 20,000.00 万 元，为资产负债率 70%（含）以上的子公司提供担保的额度不超过 130,000.00 万元。担保申请期限自公司 2024 年年度股东会审议通过之日起至 2025 年年度股 东会召开之日止。具体详见公司分别于 2025 年 4 月 25 日和 2025 年 5 月 17 日在 巨潮资讯网（www.cninfo.com.c ...

（文章来源：证券日报） 证券日报网讯 1月26日，和远气体在互动平台回答投资者提问时表示，截至2026年1月20日，公司的股 东户数为17286户。 ...

Core Viewpoint - The company reported a significant decrease in the number of shareholders, indicating a potential shift in investor sentiment [2] Group 1: Shareholder Information - As of January 20, the number of shareholders for the company was 17,286, a decrease of 5,288 from the previous period (January 10), representing a decline of 23.43% [2] Group 2: Stock Performance - The closing price of the company's stock was 32.59 yuan, down by 0.79%, with a cumulative increase of 1.12% since the concentration of shares began [2] - The stock experienced 5 days of increases and 6 days of decreases during the reporting period [2] Group 3: Financial Performance - For the first three quarters, the company achieved an operating revenue of 1.232 billion yuan, reflecting a year-on-year growth of 3.32% [2] - The net profit for the same period was 57.7037 million yuan, showing a year-on-year decline of 1.86% [2] - The basic earnings per share were 0.2700 yuan, with a weighted average return on equity of 3.65% [2]