证券代码：301286 证券简称：侨源股份 公告编号：2025-044 四川侨源气体股份有限公司 关于拟签署电子级医用级特种气体生产基地投资合作协议 暨对外投资的公告 2、法定地址：成都彭州市金彭东路 81 号 3、单位性质：彭州市人民政府的派出机构 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、误导性陈述或者重大遗漏。 一、 对外投资概述 四川侨源气体股份有限公司（以下简称"公司"或"乙方"）近日与成都新材料 产业功能区管委会（以下简称"成都管委会"或"甲方"）签订《投资合作协议》， 协议约定公司拟在成都新材料产业化工园区投资电子级医用级特种气体生产基地（最 终项目名称以乙方或项目公司在行政主管部门立项备案并审批通过为准），项目计划 总投资 3.02 亿元，其中一期项目投资约 1.52 亿元；二期项目投资约 1.5 亿元（具体实 施另行协商）。 2025 年 8 月 4 日，公司召开第五届董事会第十六次会议，审议通过了《关于拟签 署电子级医用级特种气体生产基地投资合作协议暨对外投资的议案》。 本次投资不构成关联交易，亦不构成《上市公司重大资产重组管理办法》规定的 重大资产重组。根 ...

名称：成都晨源物流有限公司 统一社会信用代码：91510181562011596H 类型：有限责任公司（自然人投资或控股的法人独资） 法定代表人：周见明 注册资本：陆拾玖万元整 成立日期：2010 年 9 月 1 日 住所：四川省成都市都江堰市灌温路 1399 号 证券代码：301286 证券简称：侨源股份 公告编号：2025-042 四川侨源气体股份有限公司 关于全资子公司增加经营范围并完成工商变更登记的公告 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、误导性陈述或者重大遗漏。 四川侨源气体股份有限公司之全资子公司成都晨源物流有限公司因业务发 展需要，于近日增加了经营范围，并已完成工商变更登记手续，取得了都江堰市 行政审批局换发的《营业执照》。 一、变更后营业执照的具体情况 经营范围：许可项目：道路危险货物运输。（依法须经批准的项目，经相关 部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为 准）一般项目：特种设备出租；机动车修理和维护；运输设备租赁服务；汽车零 配件零售。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动） 二、备查文件 成都晨源物流 ...

卫星化学：上半年净利润预增31.32%-53.20% 7月15日晚，卫星化学（002648）发布2025年半年度业绩预告，公司预计上半年实现归属于上市公司股 东的净利润27亿元至31.5亿元，同比增长31.32%-53.20%；预计实现扣除非经常性损益后的净利润28.52 亿元至33.02亿元，同比增长27.65%-47.79%。 资料显示，卫星化学成立于2005年8月，主营业务是(聚)丙烯、丙烯酸及酯、乙二醇、环氧乙烷、环氧 丙烷和聚乙烯等产品的生产和销售。 所属行业：基础化工–化学原料–其他化学原料 中国核建：累计新签合同871.49亿元 7月15日晚，中国核建（601611）发布公告称，截至2025年6月，公司累计实现新签合同871.49亿元，累 计实现营业收入531.84亿元。 资料显示，中国核建成立于2010年12月，主营业务是核电工程建设及工业与民用工程建设。 所属行业：建筑装饰–基础建设–基建市政工程 资料显示，怡球资源成立于2001年3月，主营业务是利用所回收的各种废旧铝资源，进行分选、加工、 熔炼等工序，生产出再生铝合金产品。 所属行业：有色金属–工业金属–铝 光库科技：上半年净利润预增60 ...

Performance Forecast Overview Outlines the company's H1 2025 financial performance forecast, detailing key indicators and expected growth [Performance Forecast Period](index=1&type=section&id=Item%201.%20Current%20Period%20Performance%20Forecast_1.%20Performance%20Forecast%20Period) Covers Sichuan Qiaoyuan Gas Co., Ltd.'s H1 2025 financial performance, from January 1 to June 30 - The performance forecast period is from **January 1, 2025, to June 30, 2025**[3](index=3&type=chunk) [Key Financial Indicator Forecast](index=1&type=section&id=Item%201.%20Current%20Period%20Performance%20Forecast_2.%20Performance%20Forecast%20Situation) Company projects H1 2025 net profit growth to **CNY 100-120 million**, a **34.38-61.26%** increase Key Financial Indicators Forecast for H1 2025 | Project | Estimated Profit for Current Period (CNY millions) | Profit for Same Period Last Year (CNY millions) | Year-on-Year Growth Rate (%) | | :------------------------------------ | :--------------------------------------- | :------------------------------------ | :--------------------------- | | Net Profit Attributable to Shareholders of Listed Company | 100.00 — 120.00 | 74.41 | 34.38 — 61.26 | | Net Profit Excluding Non-recurring Gains and Losses | 91.30 — 111.30 | 68.88 | 32.55 — 61.58 | - The company anticipates a **year-on-year increase** in H1 2025 performance[3](index=3&type=chunk) Reasons for Performance Change Details primary drivers for performance growth: business expansion, cost control, and non-recurring gains/losses impact [Primary Factors for Performance Growth](index=1&type=section&id=Item%203.%20Explanation%20of%20Performance%20Change_1.%20Primary%20Reasons%20for%20Performance%20Growth) Growth driven by expanded gas business, capacity release, increased production/sales, boosting revenue and gross margin - Expanded gas business scale, released capacity, and increased production and sales volumes are driving **revenue growth**[5](index=5&type=chunk) - Reduced costs and improved gross margin positively impact **performance growth**[6](index=6&type=chunk) [Impact of Non-recurring Gains and Losses](index=2&type=section&id=Item%203.%20Explanation%20of%20Performance%20Change_2.%20Impact%20of%20Non-recurring%20Gains%20and%20Losses) Non-recurring gains and losses are projected to impact net profit by approximately **CNY 8.70 million** - The estimated impact of non-recurring gains and losses on net profit is approximately **CNY 8.70 million**[6](index=6&type=chunk) Important Notes and Disclosures Highlights preliminary nature of forecast, advises investor caution, and lists available reference documents [Communication with Accounting Firm](index=1&type=section&id=Item%202.%20Communication%20with%20Accounting%20Firm) Forecast data is a preliminary calculation by finance department, **unaudited** by an accounting firm - The performance forecast data is a preliminary calculation by the company's finance department and has **not been audited** by an accounting firm[4](index=4&type=chunk) [Other Disclosures](index=2&type=section&id=Item%204.%20Other%20Related%20Disclosures) Unaudited forecast data is subject to H1 2025 report; investors should exercise caution due to uncertainties and risks - The performance forecast data is unaudited, and final figures will be based on the **2025 semi-annual report**[7](index=7&type=chunk) - The performance forecast data contains uncertainties, and investors should exercise **prudent decision-making** and be aware of **investment risks**[7](index=7&type=chunk) [Reference Documents](index=2&type=section&id=Item%205.%20Reference%20Documents) Board of directors issued a statement on H1 2025 performance forecast, available as a reference document - The reference document is the board of directors' explanation regarding the **H1 2025 performance forecast**[8](index=8&type=chunk)

Core Viewpoint - Qiaoyuan Co., Ltd. has obtained a production license for medical liquid oxygen, which is expected to enhance its competitiveness in the pharmaceutical sector and positively impact its future operations [1] Group 1: Company Developments - Qiaoyuan's wholly-owned subsidiary, Qiaoyuan (Jintang) Gas Co., Ltd., has recently received the approval from the Sichuan Provincial Drug Administration for the renewal of its "Drug Production License" [1] - The production scope has been changed to include medical gases, specifically liquid oxygen, after passing the GMP compliance inspection [1] - This change is anticipated to expand the company's production and sales of medical oxygen products [1] Group 2: Industry Impact - The approval is expected to enhance the company's competitiveness in the pharmaceutical field [1] - The positive implications for the company's future operations are highlighted, indicating a strategic move within the medical gas industry [1]

四川侨源气体股份有限公司（以下简称"公司"）全资子公司侨源（金堂） 气体有限公司（以下简称"金堂侨源"）近日取得四川省药品监督管理局核准换 发的《药品生产许可证》，同意《药品生产许可证》生产范围的变更。变更后的 《药品生产许可证》具体内容如下： 一、《药品生产许可证》基本信息 企业名称：侨源（金堂）气体有限公司 注册地址：四川省成都市金堂县成都—阿坝工业集中发展区吉林北路 6 号 社会信用代码：91510121MA67KTM10D 法定代表人：罗天龙 企业负责人：罗天龙 质量负责人：李涛 有效期至：2029 年 3 月 13 日 编号：川 20240618 分类码：Aq 生产地址和生产范围：四川省成都市金堂县成都—阿坝工业集中发展区吉林 北路 6 号：医用气体*** 二、药品生产许可证副本变更情况 证券代码：301286 证券简称：侨源股份 公告编号：2025-040 四川侨源气体股份有限公司 关于全资子公司药品生产许可证变更的公告 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、误导性陈述或者重大遗漏。 同意该企业生产范围医用气体（液态氧）（仅限注册申报使用）变更为医用 气体（液态 ...

Investment Rating - The industry investment rating is "Positive" [1] Core Viewpoints - The industrial gas sector is experiencing a price upturn, with liquid oxygen showing a continuous year-on-year growth for three consecutive weeks [3][10] - The market for industrial gases in China is approximately 200 billion yuan, with a compound annual growth rate exceeding 10% over the past five years [4][56] - The electronic gas sector is expected to benefit from the gradual recovery of the semiconductor industry, with the global electronic gas market projected to exceed 50 billion yuan by 2025 [54][57] Price Tracking - In June, the average prices for liquid oxygen, liquid nitrogen, and liquid argon were 448 yuan/ton (up 4.7% month-on-month, up 0.5% year-on-year), 480 yuan/ton (up 6% month-on-month, up 5% year-on-year), and 629 yuan/ton (up 3.5% month-on-month, down 35.6% year-on-year) respectively [3][9] - As of July 3, the prices were 449 yuan/ton for liquid oxygen (up 1.4% month-on-month, up 3.5% year-on-year), 469 yuan/ton for liquid nitrogen (down 0.2% month-on-month, up 7% year-on-year), and 628 yuan/ton for liquid argon (down 1.1% month-on-month, down 27% year-on-year) [10] Supply and Demand Tracking - The operating load rate of air separation units in China is showing a rebound, with market supply tightening due to maintenance and increased self-use by major enterprises [36] - In June, the PMI was recorded at 49.7, indicating a slight improvement over the past two months [37] Investment Recommendations - Key recommendations include Hangyang Co., Ltd., with continuous recommendations for Qiaoyuan Co., Ltd. and Shangu Power, and suggestions to pay attention to HeYuan Gas, China Shipbuilding Special Gas, Guanggang Gas, Huate Gas, and Kaimeite Gas [55][56] - The report emphasizes the potential for domestic companies to increase their market share in the electronic gas sector, with a significant shift from foreign to domestic suppliers [53][57]

证券代码：301286 证券简称：侨源股份 公告编号：2025-039 名称：侨源气体（福州）有限公司 统一社会信用代码：91350123572974513G 类型：有限责任公司（法人独资） 法定代表人：李志猛 注册资本：壹仟壹佰陆拾玖万圆整 成立日期：2011 年 04 月 22 日 住所：罗源县罗源湾开发区金港工业区 1 区 经营范围：许可项目：危险化学品生产；危险化学品经营；食品添加剂生产； 道路危险货物运输；药品生产；药品零售；药品批发；移动式压力容器/气瓶充装。 （依法须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以 相关部门批准文件或许可证件为准）一般项目：食品添加剂销售；金属包装容器 及材料制造；金属包装容器及材料销售；气体、液体分离及纯净设备制造；气体、 液体分离及纯净设备销售；普通机械设备安装服务；货物进出口；气体压缩机械 销售；气体压缩机械制造；技术服务、技术开发、技术咨询、技术交流、技术转 让、技术推广；特种设备出租；工程造价咨询业务；非居住房地产租赁；机械电 气设备销售。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动） 二、备查文件 侨源气体（福州）有限公司《 ...

证券代码：301286 证券简称：侨源股份 公告编号：2025-038 四川侨源气体股份有限公司 关于控股股东、实际控制人续签一致行动协议的公告 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。 四川侨源气体股份有限公司（以下简称"侨源股份"或"公司"）实际控制人乔 志涌先生与其一致行动人张丽蓉女士、乔鑫女士、乔坤先生原签订的《一致行动协议》 （以下简称"原协议"）已于近日到期，为确保公司经营的稳定性和决策的高效性， 于 2025年 6月 19日续签了《一致行动协议》。本次续签在维持原协议签约方基础上， 新增乔莉娜女士作为签约方。乔莉娜女士系乔志涌先生和张丽蓉女士之女，现为公司 股东。现将具体情况公告如下： 一、本次续签《一致行动协议》背景情况 乔志涌先生、张丽蓉女士、乔鑫女士、乔坤先生于 2021 年 3 月 19 日签署了《一致 行动协议》，对一致行动关系和有效期进行了明确约定，确立了对公司的共同控制地 位，该协议已于近日到期，原协议的主要内容如下： 1、甲方：乔志涌先生，乙方：张丽蓉女士，丙方：乔鑫女士，丁方：乔坤先生。 以上签约方单独称为"一方"，合称" ...

Core Viewpoint - Qiaoyuan Co., Ltd. will have approximately 360 million restricted shares released from lock-up on June 16, 2025, which constitutes 90% of the company's total share capital [1][3]. Group 1: Share Lock-up and Release - The number of shareholders applying for the release of restricted shares is 6 [3]. - The total number of restricted shares to be released is 360,090,000 shares [3]. - After the release, the actual tradable shares will be 121,620,397 shares, representing 30.40% of the total share capital [3]. Group 2: Financial Performance - For the year 2024, the revenue composition of Qiaoyuan Co., Ltd. is as follows: Oxygen accounts for 41.95%, Nitrogen for 39.95%, Argon for 8.12%, Other businesses for 7.17%, and Other gases for 2.81% [3]. Group 3: Market Capitalization - As of the report, Qiaoyuan Co., Ltd. has a market capitalization of 10.9 billion yuan [3].