Core Viewpoint - The company, Qiaoyuan Co., Ltd. (301286.SZ), is a comprehensive gas supplier focused on the research, production, sales, and service of high-purity gases, including high-purity oxygen, nitrogen, argon, medical oxygen, food nitrogen, industrial oxygen, and various electronic gases [1] Company Overview - The company specializes in high-purity gas development and has initiated trade activities related to helium [1]

Core Viewpoint - The company, Qiaoyuan Co., Ltd. (301286.SZ), is a comprehensive gas supplier focused on the research, production, sales, and service of high-purity gases, and has initiated trade activities related to helium gas [1]. Company Overview - Qiaoyuan Co., Ltd. specializes in high-purity gas development and production, offering products such as high-purity oxygen, high-purity nitrogen, high-purity argon, medical oxygen, food nitrogen, industrial oxygen, and various electronic gases [1]. - The company has confirmed that it has started relevant trading activities concerning helium gas [1].

（编辑 任世碧） 证券日报网讯 10月14日晚间，侨源股份发布公告称，公司之全资子公司四川侨源乐贸易有限公司因业 务发展需要，于近日变更了经营范围，并已完成工商变更登记手续，取得了彭州市市场监督管理局换发 的《营业执照》。 ...

证券代码：301286 证券简称：侨源股份 公告编号：2025-054 四川侨源气体股份有限公司 关于全资子公司经营范围变更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四川侨源乐贸易有限公司因业务 发展需要，于近日变更了经营范围，并已完成工商变更登记手续，取得了彭州市 市场监督管理局换发的《营业执照》。 一、变更后营业执照的具体情况 名称：四川侨源乐贸易有限公司 统一社会信用代码：91510182MAEWPQ9Q9G 类型：有限责任公司（非自然人投资或控股的法人独资） 法定代表人：李宏 注册资本：陆佰陆拾伍万元整 成立日期：2025 年 9 月 9 日 四川侨源乐贸易有限公司《营业执照》。 特此公告。 四川侨源气体股份有限公司董事会 2025 年 10 月 14 日 住所：四川省成都市彭州市石化北路东段 2 号技术创新中心大楼 1-4-10 号 经营范围：一般项目：气体、液体分离及纯净设备销售；站用加氢及储氢设 施销售；机械电气设备销售；特种设备销售；特种设备出租；机械设备租赁；气 体压缩机械 ...

Group 1 - The core viewpoint of the news is that Qiaoyuan Co., Ltd. has shown significant financial performance and trading activity, with a notable increase in stock price and financing activities [1][2]. - As of October 13, Qiaoyuan's stock price increased by 2.24%, with a trading volume of 121 million yuan, and a net financing purchase of 4.3651 million yuan [1]. - The financing balance of Qiaoyuan reached 69.8082 million yuan, accounting for 0.64% of its market capitalization, indicating a high level of financing activity compared to the past year [1]. Group 2 - For the period from January to June 2025, Qiaoyuan achieved an operating income of 529 million yuan, representing a year-on-year growth of 10.43%, and a net profit attributable to shareholders of 117 million yuan, with a significant increase of 57.79% [2]. - The company has distributed a total of 91.6317 million yuan in dividends since its A-share listing [3]. - As of September 30, the number of shareholders of Qiaoyuan reached 8,499, with an average of 18,976 circulating shares per person, showing a slight decrease [2].

Group 1 - The company Qiaoyuan Co., Ltd. announced a change in its legal representative for its wholly-owned subsidiary, Qiaoyuan (Deyang) Gas Co., Ltd. from He Jia to Zhang Jian [2] - The change was made based on operational management needs and has been officially registered with the relevant authorities [2] - The company has obtained a new business license issued by the Mianzhu City Administrative Approval Bureau following the change [2]

四川侨源气体股份有限公司之全资子公司侨源（德阳）气体有限公司根据经 营管理需要，将其法定代表人由何佳变更为张剑，并已完成工商变更登记手续， 取得了绵竹市行政审批局换发的《营业执照》。 证券代码：301286 证券简称：侨源股份 公告编号：2025-053 四川侨源气体股份有限公司 关于全资子公司变更法定代表人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。 侨源（德阳）气体有限公司《营业执照》。 一、变更后营业执照的具体情况 名称：侨源（德阳）气体有限公司 统一社会信用代码：91510683MAC54HY75L 类型：有限责任公司（非自然人投资或控股的法人独资） 法定代表人：张剑 注册资本：陆仟壹佰壹拾陆万元整 成立日期：2022 年 12 月 7 日 住所：四川省绵竹市德阳——阿坝生态经济产业园区内 经营范围：一般项目：基础化学原料制造（不含危险化学品等许可类化学品 的制造）；化工产品生产（不含许可类化工产品）；金属结构制造；仪器仪表销 售；机械设备销售；货物进出口；金属包装容器及材料销售；食品添加剂销售； 特种设备销售；非居住房地 ...

Group 1 - The core viewpoint of the news is that Qiaoyuan Co., Ltd. has shown fluctuations in its stock performance and financing activities, indicating a mixed sentiment among investors [1][2]. - As of September 22, Qiaoyuan's stock price decreased by 0.54%, with a trading volume of 26.89 million yuan, and a net financing outflow of 1.59 million yuan on that day [1]. - The total financing and securities balance for Qiaoyuan reached 82.58 million yuan, accounting for 0.80% of its market capitalization, which is above the 60th percentile of the past year [1]. Group 2 - As of September 10, the number of shareholders for Qiaoyuan decreased by 5.61% to 8,631, while the average circulating shares per person increased by 5.94% to 18,686 shares [2]. - For the first half of 2025, Qiaoyuan reported a revenue of 529 million yuan, representing a year-on-year growth of 10.43%, and a net profit attributable to shareholders of 117 million yuan, which is a 57.79% increase year-on-year [2]. - Since its A-share listing, Qiaoyuan has distributed a total of 91.63 million yuan in dividends [3].

Group 1 - The event held on September 19, 2025, was an online collective reception day for investors, organized by Guangdong Chenyi Intelligent Technology Co., Ltd. on the P5W investor relations platform [1][2] - The company's management team, including the chairman and financial director, engaged with investors regarding market value management and business layout [2] - Investors expressed concerns about the company's stock price stagnation, to which the company responded that market value management focuses on solidifying intrinsic value rather than short-term speculation [2] Group 2 - The company is expanding its product offerings in the smart home and IoT sectors, with a comprehensive smart product system covering various scenarios [2] - New products launched include smart panels and wireless controllers for bathrooms in the smart home sector, as well as smart car entertainment microphones and positioning remote controls in the automotive sector [2] - The company is also focusing on overseas markets in Southeast Asia and the Middle East, promoting customized products while optimizing the supply chain to reduce costs [2]

Core Viewpoint - Equity incentives are becoming a norm in the domestic capital market, serving as an important mechanism for listed companies to improve internal governance [1] Group 1: Overview of Equity Incentives in Sichuan - As of September 17, there are 179 A-share listed companies in Sichuan, with 9 companies implementing equity incentives this year, involving over 1,250 individuals [1] - All 9 companies that have implemented equity incentives are private enterprises, indicating that private companies are the main force behind the promotion of equity incentives in Sichuan [1] - The companies implementing equity incentives span multiple industries, with the defense and military industry being the most concentrated, having 4 companies, followed by the pharmaceutical and biotechnology industry with 2 companies, and the computer, construction decoration, and basic chemical industries with 1 company each [1] Group 2: Specific Companies and Their Incentive Plans - Chengdu XianDao set the grant date for its restricted stock incentive plan as September 15, 2025, granting 1,052,200 shares at a price of 13.99 yuan per share to 102 eligible recipients [1] - Kangtong Medical confirmed the grant date for its restricted stock incentive plan as July 22, 2025, granting 1,230,000 shares at a price of 10.01 yuan per share to 80 eligible recipients [2] - Huatu Shanding determined the initial and reserved grant dates for restricted stocks as July 15, granting a total of 3,049,480 shares at a price of 32.76 yuan per share to 338 individuals [3] - Jiachitech granted 1,187,000 shares of the second category of restricted stocks to 62 eligible recipients on June 3, at a price of 27.86 yuan per share [4] - Junyi Digital set June 20 as the grant date, granting a total of 7,000,000 stock options to 45 eligible recipients at an exercise price of 19.07 yuan per share [5] - Aileda granted 2,814,000 shares of the second category of restricted stocks to 220 eligible recipients on May 16, at a price of 9.25 yuan per share [8] - Zongheng Co. granted 1,735,000 shares of the second category of restricted stocks to 95 eligible recipients on April 17, at a price of 21.68 yuan per share [9] - Qiaoyuan Co. granted 739,700 shares of restricted stocks to 229 eligible recipients on February 27, with a price of 17.64 yuan per share [10]