Core Viewpoint - The company is currently in the trial production phase for electronic-grade trichlorosilane and electronic-grade dichlorodihydrosilane products [1] Group 1 - The company, He Yuan Gas, is actively engaging with investors regarding the production status of its electronic-grade products [1] - The trial production process indicates progress towards full-scale production of these electronic-grade chemicals [1]

Group 1 - The core point of the announcement is that Hubei Heyuan Gas Co., Ltd. has received a notice from its controlling shareholder's concerted actor, Yang Yongfa, regarding the release of part of his pledged shares [1][2][3] - As of the announcement date, the total number of pledged shares by the controlling shareholder and concerted actors is detailed, indicating a stable financial situation [1][2] - The company confirms that the current production and operation are normal, and there are no risks of forced transfer or changes in actual control [2][3] Group 2 - The company has signed a gas supply contract with Hubei Dingyi New Materials Co., Ltd., which includes the supply of oxygen, nitrogen, and propane [4][5] - The contract is set for a duration of ten years, starting from the date when gas supply conditions are met, estimated to be July 1, 2026, with a total contract value of approximately RMB 768 million [5][6] - The contract is expected to positively impact the company's operating performance in 2026, while not significantly affecting the 2025 performance [5][13] Group 3 - Hubei Dingyi New Materials Co., Ltd. is a legally registered company with good credit and operational capabilities, ensuring its ability to fulfill the contract [7][10] - The contract does not constitute a related party transaction, as there are no existing relationships or interests between the parties involved [8][9] - The company emphasizes that the contract signing is a normal business activity and does not harm the interests of the company or minority shareholders [13]

Core Insights - The report emphasizes the importance of proactive discovery in investment opportunities rather than merely relaying information [2] Industry Updates - The upcoming Bay Chip Exhibition will focus on advanced semiconductor processing equipment, attracting attention to related stocks such as Aopu Optoelectronics (002338) and Guolin Technology (300786) [7] - The industrial software sector is entering a golden investment cycle, benefiting from increased domestic production rates, with key stocks including Zhongkong Technology (688777) and Dingjie Smart (300378) [7] - The Ministry of Industry and Information Technology has announced the launch of commercial trials for satellite IoT services, with relevant stocks being Zhenyou Technology (688418) and Qifeng Precision (920169) [7] Company Highlights - Heyuan Gas (002971) has signed a gas supply contract worth 768 million yuan with Dingyi New Materials, set to commence in July 2026 for a duration of ten years [9] - Jinggong Steel Structure (600496) reported new contracts worth 17.98 billion yuan in the first three quarters of 2025, with international business increasing by 87.3% year-on-year [9] - Hengdian East Magnetic (002056) expects a net profit of 1.39 billion to 1.53 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 50.1% to 65.2% [9] - Mingyang Smart Energy (601615) plans to invest 1.5 billion pounds to establish the UK's first integrated wind turbine manufacturing base in Scotland [9] Market Review and Outlook - On October 13, the market showed resilience with major indices recovering from initial declines, with the STAR Market Index rising over 1% in the afternoon session [10] - The total trading volume in the Shanghai and Shenzhen markets was 2.35 trillion yuan, a decrease of 160.9 billion yuan from the previous trading day [10] - Key sectors such as rare earth permanent magnets, semiconductor, and non-ferrous metals saw significant gains, while automotive parts and gaming sectors faced declines [10] - The report suggests that despite short-term uncertainties, there remains strong buying interest, indicating potential low-entry opportunities in popular sectors during adjustments [10]

Group 1 - The core point of the article is that He Yuan Gas announced the release of share pledges by its controlling shareholder's concerted actor, Yang Yongfa, involving 4,400,000 shares [2] Group 2 - The announcement was made on the evening of October 13, 2023, and the release of the pledged shares is effective as of October 13, 2025 [2]

Core Viewpoint - The company HeYuan Gas has signed a gas supply contract with Hubei Dingyi New Materials Co., Ltd., with an estimated contract value of approximately RMB 768 million, which is expected to positively impact the company's performance in 2026 [1]. Group 1 - The contract includes the supply of oxygen, nitrogen, and propane products [1]. - The estimated contract amount is approximately RMB 768 million, including tax [1]. - The execution of the contract is not expected to have a significant impact on the company's operating performance in 2025 [1]. Group 2 - The contract is anticipated to have a positive effect on the company's operating performance in 2026 [1].

Core Viewpoint - The company signed a business contract with Hubei Dingyi New Materials Co., Ltd. for the investment and construction of on-site gas production equipment and gas supply services, with a total estimated contract value of approximately 768 million yuan [1] Group 1 - The contract stipulates that the company will supply oxygen, nitrogen, and propane products to Dingyi New Materials [1] - The performance period of the contract is set for ten years, starting from the date when gas supply conditions are met, which is expected to be July 1, 2026 [1]

Core Viewpoint - The company has signed a business contract with Hubei Dingyi New Materials Co., Ltd. for the investment and construction of on-site gas production equipment and gas supply services, with a total estimated contract value of approximately 768 million yuan [1] Group 1 - The contract stipulates that the company will supply oxygen, nitrogen, and propane products to Dingyi New Materials [1] - The estimated contract amount includes tax and is approximately 768 million yuan [1] - The contract's performance period is set for ten years, starting from the date when gas supply conditions are met, which is expected to be on July 1, 2026 [1]

证券代码：002971 证券简称：和远气体 公告编号：2025-071 湖北和远气体股份有限公司 关于公司与湖北鼎益新材料有限公司签订供气合同的公告 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。 特别提示： 1、本次湖北和远气体股份有限公司（以下简称"公司"）与湖北鼎益新材 料有限公司（以下简称"鼎益新材"）签订的《现场制气供应商务合同书》（以 下简称"供气合同"）包含的产品为氧气、氮气、丙烷。 2、合同约定的履行期限为从正式供气起始日起十年，2026 年 7 月 1 日具备 供气条件。按照合同内容，合同在履行过程中如果遇到不可抗力等因素的影响， 可能会导致无法全部履行或终止的风险。 3、合同的履行对公司 2025 年度经营业绩不会产生较大影响，预计对公司 2026 年的经营业绩产生积极影响，具体会计处理以及对公司业绩的影响情况以 审计机构年度审计确认后的结果为准。 4、公司最近三年已披露的销售合同不存在无进展情况，存在进展未达预期 的情况，具体详见本公告正文"六、其他说明 1、最近三年披露的供气合同进展 情况"。 一、合同签订概况 依据《中华人民共和国民法 ...

证券代码：002971 证券简称：和远气体 公告编号：2025-072 湖北和远气体股份有限公司 关于控股股东的一致行动人部分股份解除质押的公告 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。 湖北和远气体股份有限公司（以下简称"公司"）于 2025 年 10 月 13 日收 到公司控股股东的一致行动人杨勇发先生的函告，获悉杨勇发先生将其持有的公 司部分股份办理了解除质押的手续，现将具体情况公告如下： 一、股东股份解除质押情况 单位：股 | 股东 | 是否为控股股 东或第一大股 | 本次解除质 押股份数量 | 占其所 持股份 | 占公司 总股本 | 质押起始日 | 解除质押日 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 东及其一致行 | （股） | 比例（%） | 比例 | | | | | | 动人 | | | （%） | | | | | 杨勇发 | 是 | 4,400,000 | 64.28 | 2.08 | 2024.10.11 | 2025.10.10 | 国联证券股份 有限 ...

近日，和远气体（002971）与湖北鼎益新材料有限公司签订《现场制气供应商务合同书》，合同金额 （含税）约7.68亿元，供气产品为氧气、氮气、丙烷，2026年7月1日具备供气条件，履行期限十年。合 同履行对2025年业绩影响不大，预计2026年产生积极影响。鼎益新材经营正常、资信良好，具备履约能 力。此外，公告还披露了公司最近三年供气合同进展、股东及高管持股变动等情况，未来三个月部分董 事和高管限售股将解除限售。 ...