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 ...

Core Viewpoint - Recently, He Yuan Gas (002971) signed a supply contract with Hubei Dingyi New Materials Co., Ltd. for a total amount of approximately 768 million yuan, with a supply period of ten years starting from July 1, 2026, 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 [1] - The performance impact on 2025 is expected to be minimal, while a positive effect is anticipated in 2026 [1] - Dingyi New Materials is reported to have normal operations and good creditworthiness, indicating its capability to fulfill the contract [1] Group 2 - The announcement also disclosed the progress of gas supply contracts over the past three years, as well as changes in shareholding among shareholders and executives [1] - In the next three months, some directors and executives will have their restricted shares released [1]

Core Viewpoint - The company HeYuan Gas (002971.SZ) has signed a gas supply contract with Dingyi New Materials, with an estimated contract value of approximately RMB 768 million, including tax [1] Group 1 - The contract is based on the principles of equality, voluntariness, fairness, and integrity as per the Civil Code of the People's Republic of China [1] - The agreement involves the supply of oxygen, nitrogen, and propane products to Dingyi New Materials [1] - The investment pertains to the complete equipment for on-site gas production and supply services [1]

南财智讯10月13日电，和远气体公告，公司控股股东的一致行动人杨勇发解除了其持有的440万股股份 的质押，占其所持股份的64.28%，占公司总股本的2.08%。截至公告日，公司控股股东及其一致行动人 累计质押股份2242.98万股，占公司总股本的10.59%。 ...

Core Viewpoint - The company HeYuan Gas has signed a supply contract with Hubei Dingyi New Materials Co., Ltd., with an estimated contract value of approximately RMB 768 million, which is part of its regular business activities and does not require board or shareholder approval [1][1]. Group 1: Contract Details - HeYuan Gas has entered into a supply contract to provide oxygen, nitrogen, and propane products to Hubei Dingyi New Materials [1]. - The estimated contract amount, including tax, is approximately RMB 768 million [1]. Group 2: Business Composition - For the first half of 2025, HeYuan Gas's revenue composition is as follows: gas sales account for 95.53%, while other business income (including processing and leasing) accounts for 4.47% [1]. Group 3: Market Capitalization - As of the report date, HeYuan Gas has a market capitalization of RMB 7.8 billion [2].

格隆汇10月13日丨和远气体(002971.SZ)公布，依据《中华人民共和国民法典》及有关法律法规，遵循 平等、自愿、公平和诚信的原则，就鼎益新材现场制气装置的成套设备投资建设及供气服务事宜，公司 近日与鼎益新材签订了《供气合同》，约定公司向鼎益新材供应氧气、氮气、丙烷产品，经初步估算合 同金额（含税）约为人民币7.68亿元。 ...

2025年10月13日，和远气体公告，控股股东一致行动人杨勇发于10月10日将440万股解除质押，占其所 持股份比例64.28%，占公司总股本2.08%，质权人为国联证券，质押起始日为2024年10月11日。截至公 告披露日，控股股东杨涛及其一致行动人累计质押股份2242.98万股，占总股本10.59%。公司称当前生 产经营正常，控股股东及其一致行动人看好公司发展，质押股份风险可控，不存在平仓或强制过户风 险，不影响公司经营及控制权。公司将持续披露股东股份质押进展。 ...

Market Overview - On October 10, the chemical products sector experienced a slight decline of 0.03% compared to the previous trading day, with the leading stock, He Yuan Gas, falling significantly [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Stock Performance - Notable gainers in the chemical products sector included: - Huide Technology (603192) with a closing price of 23.62, up 10.01% [1] - Kaimete Gas (002549) also rose by 10.01% to 24.84 [1] - Changhua Chemical (301518) increased by 9.24% to 39.85 [1] - Conversely, major decliners included: - He Yuan Gas (002971) which fell by 7.56% to 35.45 [2] - Duo Huo Duo (002407) down 7.07% to 18.93 [2] - Lingpai Technology (300530) decreased by 6.90% to 33.17 [2] Capital Flow - The chemical products sector saw a net outflow of 467 million yuan from institutional investors, while retail investors contributed a net inflow of 85.05 million yuan [2] - The sector's overall capital flow indicated a mixed sentiment, with significant movements in individual stocks [3] Individual Stock Capital Flow - Kaimete Gas (002549) had a net inflow of 360 million yuan from institutional investors, but faced a net outflow from retail investors [3] - Huide Technology (603192) experienced a net inflow of 50.21 million yuan from institutional investors, while retail investors showed a net outflow [3] - Changhua Chemical (301518) had a net inflow of 26.13 million yuan from institutional investors, with a minor net outflow from retail investors [3]

Group 1 - On October 10, 137 companies announced a total of 139 stock repurchase updates, including 1 new repurchase plan, 4 plans approved by shareholders, 116 companies reporting implementation progress, and 17 companies completing their repurchase plans [1][2] Group 2 - Baiyun Electric plans to repurchase up to 20 million yuan, while Guoji Automobile, Liansheng Technology, and Heyuan Gas have the highest proposed repurchase amounts at 50 million yuan, 515,300 yuan, and 511,200 yuan respectively [2] - Xugong Machinery, Huamao Technology, and Weichai Power reported the highest repurchase amounts in progress, with 2.75 billion yuan, 782 million yuan, and 761 million yuan respectively [2] - Pingmei Shenhua, Zhengtai Electric, and Liqun Co. have completed the highest repurchase amounts at 1 billion yuan, 500 million yuan, and 219 million yuan respectively [2]

Core Insights - The trend of A-share companies pursuing dual listings in Hong Kong is becoming a standard configuration for internationalization, with 25 companies announcing plans in September alone [2][38] - The Hong Kong IPO market is experiencing a surge, with 286 new applications received by September 30, more than double the previous year, and a total of 66 new IPOs raising approximately 182.3 billion HKD [3][4] - The regulatory environment is favorable, with the China Securities Regulatory Commission supporting leading enterprises in their Hong Kong listings and the Hong Kong Stock Exchange optimizing the approval process for eligible A-share companies [5][6][7] Group 1: Market Activity - The Hong Kong IPO market is witnessing a significant influx of Chinese companies, with a total fundraising amount of 134.5 billion HKD by the end of August, a nearly sixfold increase compared to the same period in 2024 [3][4] - A-share companies utilizing the "A+H" listing model accounted for 70% of total fundraising in the first half of the year, with 11 companies raising a total of 91.7 billion HKD [3][4] Group 2: Strategic Considerations - The motivations behind A-share companies listing in Hong Kong include not only the expansion of financing channels but also the alignment with favorable policies and the need for global capital reallocation [10] - Companies like Kexing Pharmaceutical and Newnovel have explicitly stated that their Hong Kong listings are part of their strategies to enhance international competitiveness and accelerate global business development [11][13] Group 3: Investor Dynamics - The participation of cornerstone investors in the Hong Kong IPO market has significantly increased, with an average of 5.35 cornerstone investors per listing, compared to 1.37 last year [22] - Local state-owned enterprises are increasingly becoming cornerstone investors, with over 15 local state-owned platforms participating in IPOs this year [25][26] Group 4: Talent and Market Evolution - The changing landscape of market participants is leading to a shift in talent demand, particularly for teams in Hong Kong and AI-focused investment professionals [32] - International investment banks are ramping up their presence in Hong Kong, with major banks increasing their senior management personnel to meet the growing demand in the financial sector [34][36]