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].

中信建投证券股份有限公司 关于四川侨源气体股份有限公司 首次公开发行前已发行股份上市流通的核查意见 中信建投证券股份有限公司（以下简称"中信建投证券"或"保荐机构"） 作为四川侨源气体股份有限公司（以下简称"侨源股份"或"公司"）首次公 开发行股票并在创业板上市的保荐机构，根据《证券发行上市保荐业务管理办 法》《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》《深圳证 券交易所创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》等相关规定，对侨源股份首次公开发行前已 发行股份上市流通的事项进行了审慎核查，具体情况如下： 一、首次公开发行前已发行股份概况 （一）首次公开股份情况 根据中国证券监督管理委员会《关于同意四川侨源气体股份有限公司首次 公开发行股票注册的批复》（证监许可〔2022〕578 号），公司首次公开发行 人民币普通股（A 股）4,001.00 万股，并于 2022 年 6 月 14 日在深圳证券交易所 创业板上市。公司首次公开发行前总股本为 360,090,000 股，首次公开发行股票 完成后公司总股本为 400,100,000 股，其中无流 ...

证券代码：301286 证券简称：侨源股份 公告编号：2025- 037 四川侨源气体股份有限公司 关于首次公开发行前已发行股份上市流通提示性公告 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。 特别提示： 1、本次上市流通的限售股为四川侨源气体股份有限公司（以下简称"公司"） 首次公开发行前已发行的部分股份； 2、本次申请解除限售的股东人数共计 6 名，解除限售股份数量为 360,090,000 股，占公司总股本 90.00%。限售期为自公司首次公开发行上市之日 起 36 个月。本次解除限售后实际可上市流通的股份数量为 121,620,397 股，占公 司总股本 30.40%； 3、本次解除限售股份上市流通日为 2025 年 6 月 16 日（星期一）（原定可 上市流通日为 2025 年 6 月 14 日，鉴于 6 月 14 日为非交易日，故将上市流通日 顺延至 2025 年 6 月 16 日）。 一、首次公开发行前已发行股份概况 1、首次公开发行股份情况 根据中国证券监督管理委员会《关于同意四川侨源气体股份有限公司首次公 开发行股票注册的批复》（证监许可〔 ...

Group 1: Market Overview - The market has seen an increase, surpassing 4200, driven by a court ruling invalidating tariffs imposed by the US, which has boosted global risk appetite [1] - The strongest sectors today include autonomous driving and stablecoins, indicating a shift in investor focus [1] Group 2: Nuclear Fusion Research - The Southwestern Institute of Physics has achieved a new operational record for fusion devices in China, highlighting advancements in nuclear fusion research [2][1] - This development raises questions about the potential for this niche sector to gain traction and attract investment [2] Group 3: Company Involvement in Nuclear Fusion - Yongding Co., Ltd. has achieved leading performance in wire rod length and low-temperature strong magnetic field applications, with products used in superconducting induction heating and fusion magnets, maintaining close cooperation with the Southwestern Institute of Physics [6] - Chenguang Medical has ongoing technical communication with the Southwestern Institute regarding the supply of superconducting magnets, contingent on specific procurement needs [7] - Qiaoyuan Co. has established a reputation in the medical sector and maintains relationships with military research institutions, including the Southwestern Institute [8] - Lansi Heavy Industry is involved in the development of nuclear fusion-related products and has successfully applied a new type of heat exchanger in a fusion engineering project [9][10] - Guoguang Electric has received a provincial science and technology award for a project in collaboration with the Southwestern Institute focused on high-sensitivity leak detection technology for fusion components [10] - Antai Technology is at the forefront of research and manufacturing in fusion filter components, collaborating with the Southwestern Institute [11] - Hekang New Energy provides operational and maintenance services for high-voltage water-cooled variable frequency systems used by the Southwestern Institute [11] - Jingye Intelligent is exploring cooperation in remote operation and maintenance technology for fusion reactors with the Southwestern Institute [12] - Yingjie Electric serves various research institutions, including the Southwestern Institute, providing power supplies for scientific research and experimental testing [13]

Core Points - The company has announced a cash dividend distribution plan for the fiscal year 2024, approved by the shareholders' meeting on May 15, 2025 [2] - The total number of shares eligible for the dividend distribution is 396,572,394 shares after excluding the repurchased shares [2][3] - The cash dividend is set at 0.80 yuan per 10 shares (including tax), amounting to a total cash distribution of approximately 31,725,791.52 yuan [2][4] Summary by Sections Dividend Distribution Plan - The company will distribute a cash dividend of 0.80 yuan for every 10 shares held, with a total cash dividend amount of 31,725,791.52 yuan based on the adjusted total share count [2][4] - No capital reserve conversion to additional shares or stock bonuses will be implemented [2] Shareholder Information - The record date for the dividend distribution is set for June 6, 2025, and the ex-dividend date is June 9, 2025 [3] - The distribution will be directly credited to shareholders' accounts through their custodial securities companies [3] Taxation Details - Different tax rates will apply for various categories of shareholders, with specific provisions for Hong Kong investors and domestic investors [2][3] - The company will not withhold individual income tax at the time of distribution; tax will be calculated based on the holding period when shares are sold [2][3] Adjustments and Compliance - The company will adjust the minimum selling price for certain shareholders in accordance with the dividend distribution [4] - The company commits to fulfilling its information disclosure obligations regarding any adjustments made [4]

证券代码：301286 证券简称：侨源股份 公告编号：2025-036 四川侨源气体股份有限公司 2024 年年度权益分派实施公告 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。 2、因公司回购专用证券账户上的股份不参与 2024 年年度权益分派，按公司 总股本（含回购股份）折算的每 10 股现金分红（含税）=本次实际现金分红总额 ÷总股本×10 股=31,725,791.52 元/400,100,000 股×10 股=0.792946 元（保留六位小 数，最后一位直接截取，不四舍五入）。 3、公司 2024 年年度权益分派实施后的除权除息价格按照上述原则及计算 方式执行，即本次权益分派实施后的除权除息价格=除权除息日前收盘价-按总股 本（含回购股份）折算每股现金红利=除权除息日前收盘价-0.0792946 元/股（按 公司总股本折算每股现金分红金额，不四舍五入）。 公司 2024 年度权益分派方案已获 2025 年 5 月 15 日召开的 2024 年度股东大 会审议通过，现将权益分派事宜公告如下： 特别提示： 一、股东大会审议通过权益分派方案情况 1、四川 ...