1月9日，杭氧股份盘中上涨2.19%，截至10:12，报33.56元/股，成交3.52亿元，换手率1.09%，总市值 328.34亿元。 资金流向方面，主力资金净流出888.27万元，特大单买入2184.18万元，占比6.20%，卖出2632.61万元， 占比7.48%；大单买入8588.04万元，占比24.39%，卖出9027.88万元，占比25.64%。 杭氧股份今年以来股价涨12.35%，近5个交易日涨12.35%，近20日涨16.16%，近60日涨25.93%。 资料显示，杭氧集团股份有限公司位于浙江省杭州市临安区青山湖街道相府路799号，成立日期2002年 12月18日，上市日期2010年6月10日，公司主营业务涉及空气分离设备、工业气体产品和石化设备的生 产及销售业务。主营业务收入构成为：气体销售62.68%，空分设备31.64%，石化产品4.33%，其他(补 充)0.70%，工程总包0.66%。 杭氧股份所属申万行业为：基础化工-化学制品-其他化学制品。所属概念板块包括：核聚变、机械、商 业航天（航天航空）、特种气体、芯片概念等。 机构持仓方面，截止2025年9月30日，杭氧股份十大流通股东中， ...

1月9日，金宏气体盘中下跌2.02%，截至09:52，报23.71元/股，成交3.58亿元，换手率3.11%，总市值 114.28亿元。 截至9月30日，金宏气体股东户数2.07万，较上期增加21.85%；人均流通股23327股，较上期减少 17.93%。2025年1月-9月，金宏气体实现营业收入20.31亿元，同比增长9.33%；归母净利润1.16亿元，同 比减少44.90%。 分红方面，金宏气体A股上市后累计派现6.49亿元。近三年，累计派现4.08亿元。 机构持仓方面，截止2025年9月30日，金宏气体十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股507.44万股，为新进股东。兴全多维价值混合A（007449）位居第十大流通股东，持股 336.55万股，持股数量较上期不变。 责任编辑：小浪快报 资金流向方面，主力资金净流出4866.41万元，特大单买入3395.57万元，占比9.49%，卖出4917.88万 元，占比13.74%；大单买入8354.80万元，占比23.34%，卖出1.17亿元，占比32.68%。 金宏气体今年以来股价涨21.03%，近5个交易日涨21.03%，近20日涨2 ...

来源：@华夏时报微博 海南商业航天发射场一号工位。 图源：九丰能源官网 华夏时报记者 李未来 北京报道 刚宣布完商业航天配套项目的进展，九丰能源（605090.SH）第二天股价就涨停，而前一个交易日，其股价下跌 3.27%。 12月23日，九丰能源披露"海南商业航天发射场特燃特气配套项目"（下称"海南商业航天项目"）的实施进展，称 一期工程建设已基本完成，二期所涉及的项目用地规划与选址工作正积极推进，其他相关工作同步筹备中。 这是公司第4次披露海南商业航天项目及其进展，上一次是在今年3月13日，由于商业航天概念在当时A股热度不 高，该消息并未引起股价剧烈波动，但当下足以引起波动。 特种气体是九丰能源的新赛道，产品主要应用于商业航天，除了海南商业航天项目，九丰能源还服务于山东海阳 东方航天港和甘肃酒泉卫星发射中心，客户包括上海航天设备制造总厂有限公司、中国航天科技集团商业火箭有 限公司、中国长征火箭有限公司等。 九丰能源方面告诉《华夏时报》记者："我们主要还是服务特燃特气供应这一块，关于未来市场空间，我们作为市 场参与者不太好去评价。公司已将特种气体作为三大核心主营业务之一，从战略层面来说，天然气、石油气、特 ...

九丰能源上述产品主要应用在火箭推进环节，比如液氢主要用于氢氧火箭发动机推进剂（燃料），液氧 作为液体火箭发动机推进剂（氧化剂）使用，液氮用于发射场安全置换与吹扫、低温冷却，氦气用于火 箭推进剂增压输送、火箭发动机精密检漏、氢氧火箭发动机贮箱气体置换。高纯液态甲烷则作为液氧甲 烷火箭发动机推进剂（燃料），将应用于未来主流的液氧甲烷火箭发射。 海南商业航天发射场一号工位。 图源：九丰能源官网 本报（chinatimes.net.cn）记者李未来 北京报道 刚宣布完商业航天配套项目的进展，九丰能源（605090.SH）第二天股价就涨停，而前一个交易日，其 股价下跌3.27%。 12月23日，九丰能源披露"海南商业航天发射场特燃特气配套项目"（下称"海南商业航天项目"）的实施 进展，称一期工程建设已基本完成，二期所涉及的项目用地规划与选址工作正积极推进，其他相关工作 同步筹备中。 这是公司第4次披露海南商业航天项目及其进展，上一次是在今年3月13日，由于商业航天概念在当时A 股热度不高，该消息并未引起股价剧烈波动，但当下足以引起波动。 部分产品通过发射验证 九丰能源方面告诉《华夏时报》记者："我们主要还是服务特燃特气 ...

杭氧股份今年以来股价涨37.90%，近5个交易日涨1.48%，近20日涨9.70%，近60日涨26.44%。 今年以来杭氧股份已经1次登上龙虎榜，最近一次登上龙虎榜为10月30日，当日龙虎榜净买入9835.77万 元；买入总计2.77亿元 ，占总成交额比19.36%；卖出总计1.78亿元 ，占总成交额比12.48%。 12月23日，杭氧股份盘中下跌2.03%，截至14:24，报29.51元/股，成交2.99亿元，换手率1.02%，总市值 288.71亿元。 资金流向方面，主力资金净流出3736.88万元，特大单买入748.41万元，占比2.50%，卖出1611.73万元， 占比5.39%；大单买入4711.46万元，占比15.76%，卖出7585.02万元，占比25.37%。 资料显示，杭氧集团股份有限公司位于浙江省杭州市临安区青山湖街道相府路799号，成立日期2002年 12月18日，上市日期2010年6月10日，公司主营业务涉及空气分离设备、工业气体产品和石化设备的生 产及销售业务。主营业务收入构成为：气体销售62.68%，空分设备31.64%，石化产品4.33%，其他(补 充)0.70%，工程总包0.6 ...

Group 1 - The core viewpoint of the news is that HuanYuan Gas has shown significant stock performance, with an 82.70% increase year-to-date and a recent price of 33.89 CNY per share, reflecting a market capitalization of 7.176 billion CNY [1] - The company has experienced a net outflow of main funds amounting to 17.65 million CNY, with large orders showing a buy of 27.83 million CNY and a sell of 41.28 million CNY [1] - HuanYuan Gas has been listed on the "Dragon and Tiger List" twice this year, with the most recent instance on November 14, where it recorded a net buy of -47.94 million CNY [1] Group 2 - HuanYuan Gas, established on November 20, 2003, and listed on January 13, 2020, specializes in the research, production, sales, and service of various gas products, as well as industrial waste gas recovery [2] - The company's revenue composition includes bulk gases (49.40%), industrial chemicals (30.51%), clean energy (12.30%), and other projects (3.79%) [2] - As of November 20, the number of shareholders for HuanYuan Gas increased by 16.24% to 10,800, while the average circulating shares per person decreased by 13.97% [2] Group 3 - HuanYuan Gas has distributed a total of 1.06 billion CNY in dividends since its A-share listing, with 58.25 million CNY distributed over the past three years [3] - As of September 30, 2025, the eighth largest circulating shareholder is Huaxia Industry Prosperity Mixed Fund, holding 4.8037 million shares, unchanged from the previous period [3]

Core Viewpoint - Yake Technology's stock has shown a significant increase this year, with a 23.48% rise, reflecting strong market interest and performance in the semiconductor materials sector [1][2]. Financial Performance - For the period from January to September 2025, Yake Technology achieved a revenue of 6.467 billion yuan, representing a year-on-year growth of 29.36%. The net profit attributable to shareholders was 796 million yuan, with a year-on-year increase of 6.33% [2]. - The company has distributed a total of 1.156 billion yuan in dividends since its A-share listing, with 752 million yuan distributed over the past three years [3]. Stock Market Activity - As of December 1, Yake Technology's stock price was 70.84 yuan per share, with a market capitalization of 33.715 billion yuan. The stock experienced a trading volume of 187 million yuan and a turnover rate of 0.83% [1]. - The net inflow of main funds was 13.3683 million yuan, with significant buying activity from large orders, indicating strong investor interest [1]. Shareholder Information - As of September 30, 2025, Yake Technology had 61,500 shareholders, an increase of 13.91% from the previous period. The average number of circulating shares per shareholder was 5,179, a decrease of 12.21% [2]. - Notable changes in major shareholders include a reduction in holdings by Hong Kong Central Clearing Limited and the entry of new shareholders such as Guotai Junan's semiconductor materials ETF [3]. Business Overview - Yake Technology, established on October 29, 1997, specializes in the research, production, and sales of electronic materials, LNG insulation materials, and flame retardants. The revenue composition includes semiconductor chemical materials (49.23%), LNG insulation composite materials (27.13%), and other segments [1].

证券日报网讯11月28日，蜀道装备（300540）在互动平台回答投资者提问时表示，公司目前已具备高纯 甲烷、高纯一氧化碳、高纯氦、高纯氮、高纯氧、高纯氩等高纯大宗气体的提纯技术及稳定运行业绩， 并拥有液氨全容罐等核心装备的设计与制造经验，三氟化钨等含氟类电子特气尚未纳入当前技术布局。 未来公司将紧密跟踪半导体、显示面板、光伏等下游产业对特种气体的需求变化，在夯实现有业务基础 上，结合自身在低温分离、气体纯化等方面的优势，审慎评估并逐步拓展市场前景明确、技术路径匹配 的特种气体品类，稳步推进气体运营板块的高质量发展。 ...

Core Viewpoint - Zhengfan Technology's stock price has shown volatility, with a year-to-date decline of 16.76% and a recent increase of 2.02% on November 25, 2023, indicating potential market interest despite overall downward trends [1][2]. Financial Performance - For the period from January to September 2025, Zhengfan Technology reported a revenue of 3.292 billion yuan, reflecting a year-on-year decrease of 5.98%. The net profit attributable to shareholders was 71.3026 million yuan, down 78.50% compared to the previous year [2]. - Cumulative cash dividends since the company's A-share listing amount to 222 million yuan, with 163 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 16,100, a rise of 57.38%. The average number of circulating shares per shareholder decreased by 36.38% to 18,184 shares [2]. - Among the top ten circulating shareholders, Dongfang Artificial Intelligence Theme Mixed A (005844) is the fourth largest, holding 9.2138 million shares, an increase of 65,700 shares from the previous period. Hong Kong Central Clearing Limited is a new ninth-largest shareholder with 2.64 million shares [3]. Business Overview - Zhengfan Technology, established on October 10, 2009, and listed on August 20, 2020, specializes in the design, production, installation, and supporting services of gas chemical supply systems, high-purity specialty gas production and sales, and cleanroom supporting system design and construction [1]. - The company's revenue composition includes electronic process equipment (63.06%), core components (12.82%), gases and advanced materials (9.92%), MRO business (8.24%), biopharmaceutical equipment (5.91%), and other businesses (0.05%) [1]. Market Position - Zhengfan Technology operates within the machinery and equipment sector, specifically in specialized equipment, and is associated with concepts such as specialty gases, third-generation semiconductors, integrated circuits, and the SMIC concept [2].

Core Points - Jin Hong Gas's stock price decreased by 2.01% on November 18, trading at 19.99 CNY per share with a market capitalization of 9.635 billion CNY [1] - The company has seen an 18.21% increase in stock price year-to-date, but a decline of 8.89% over the last five trading days [1] - Jin Hong Gas reported a revenue of 2.031 billion CNY for the first nine months of 2025, a year-on-year increase of 9.33%, while net profit decreased by 44.90% to 116 million CNY [2] Financial Performance - The company has a total market capitalization of 9.635 billion CNY and a trading volume of 98.067 million CNY on November 18 [1] - The revenue composition includes bulk gases (41.52%), specialty gases (31.64%), on-site gas production and rental (12.98%), gas (9.30%), and others (4.55%) [1] - Cumulative cash dividends since the A-share listing amount to 649 million CNY, with 408 million CNY distributed over the last three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 21.85% to 20,700, with an average of 23,327 circulating shares per shareholder, down by 17.93% [2] - Hong Kong Central Clearing Limited is the sixth-largest circulating shareholder, holding 5.0744 million shares as a new shareholder [3] - The tenth-largest circulating shareholder is Xingquan Multi-Dimensional Value Mixed A, holding 3.3655 million shares, unchanged from the previous period [3]