Heyuan Gas(SZ:002971) Jing Ji Guan Cha Wang·2026-02-11 06:00Core Viewpoint - The company is focusing on the production capacity of electronic specialty gases, particularly fluorine-based products, which are expected to enter customer validation and introduction by Q3 2026 [1] Group 1: Production and Development - The company's fluorine-based electronic specialty gas products have entered trial production and are primarily used in high-end manufacturing sectors such as semiconductors and chips [1] Group 2: Shareholder Information - As of January 31, 2026, the number of shareholders has decreased to 15,735, a reduction of 8.97% from January 20, marking the second consecutive decline [2] - During this period of concentrated shareholding, the stock price has increased by 2.16% [2] Group 3: Financial Performance - The company's revenue for the first three quarters of 2025 was 1.232 billion yuan, reflecting a year-on-year growth of 3.32% [3] - The net profit attributable to shareholders was 57.7037 million yuan, showing a slight decline of 1.86% year-on-year [3] - As of early January 2026, the company's price-to-earnings ratio (TTM) was 92.43 times, and the price-to-book ratio was 4.18 times, indicating a valuation level above the industry average [3] Group 4: Stock Performance - The stock price has experienced significant volatility, with a decline of 19.74% over the past 60 days, but an increase of 2.10% over the last 20 days [4] - The closing price on February 4 was 31.19 yuan, with a daily increase of 1.53% [4] - On February 3, there was a net outflow of 1.2451 million yuan in main capital [4] Group 5: Institutional Insights - As of mid-January 2026, only one institution has covered the stock in the last 90 days, giving it an "overweight" rating [5] - Huaxia Industry Prosperity Mixed Securities Investment Fund is among the top ten circulating shareholders [5]