Core Viewpoint - The company has signed a significant daily operational sales contract worth RMB 148,216,408.00 (excluding tax) with a well-known domestic integrated circuit customer, which is expected to positively impact the company's performance in 2025 [2][5][10]. Group 1: Contract Details - Contract Type and Amount: The contract is a daily operational sales contract totaling RMB 148,216,408.00 (excluding tax) [2][9]. - Contract Effectiveness: The contract becomes effective upon the signing and stamping by authorized representatives of both parties [3][10]. - Contract Duration: The contract is valid from the effective date until all responsibilities and obligations are fulfilled by both parties [4][10]. Group 2: Impact on Company Performance - Expected Performance Impact: If the contract is successfully implemented, it is anticipated to have a positive effect on the company's operating performance for the year 2025 [4][10]. - Independence of Business: The execution of this contract will not affect the independence of the company's business operations [10]. Group 3: Counterparty Information - Counterparty Details: The contract is with a customer referred to as Customer A, and there is no related party relationship between the company and Customer A [6][8]. - Confidentiality Procedures: The company has followed internal procedures to disclose information about the counterparty while maintaining confidentiality [7].

中船特气公告，公司近日收到境内某知名集成电路客户A的氟化氢、氯化氢、氘气等11种产品的采购合 同，合同总金额为1.48亿元(不含税)。合同有效期自生效之日起至双方责任和义务履行完毕之日止。合 同履行预计将对公司2025年度经营业绩产生积极影响。合同双方均具有良好的履约能力，但在履行期 间，如遇不可抗力或其他因素，可能影响最终执行情况。 ...

Group 1: Company Strategy and Market Position - The company has defined its strategic positioning along two lines: silicon and hydrogen, aiming to expand into the specialty gas industry and strengthen its new materials and renewable energy businesses [4] - The goal is to establish a leading domestic and internationally competitive silicon-hydrogen materials industry cluster [4] Group 2: Product Development and Market Impact - The company’s zone-melted silicon is crucial for domestic chip production, enhancing supply security and independence in silicon-based materials [5] - The company plans to actively explore the high-end silicon carbide powder market, following successful downstream validation of its zone-melted silicon [5] Group 3: Financial Performance and Challenges - In Q1 2025, the company is expected to report either a loss or profit, with specific figures to be disclosed in the quarterly report [5] - The company’s silicon production capacity will increase to approximately 6,100 tons/year after the completion of the third phase project, which began trial production at the end of 2023 [6] - In 2024, the company’s revenue decreased by 37.05% to 705 million yuan, primarily due to domestic capacity expansion and a slowdown in downstream demand affecting product prices [8] Group 4: Market Conditions and Future Outlook - The current market for silicon is under pressure due to expanded domestic capacity and slowing demand, leading to a significant price drop [7] - The company plans to optimize production costs and energy consumption while developing new markets and maintaining traditional customer relationships [9] - Long-term growth is anticipated as the penetration rate of TOPCon technology in the photovoltaic industry increases, potentially opening new growth avenues for electronic-grade silane gas [9]

Transaction Overview - The company has approved the acquisition of 100% equity of Huai'an Pairui Gas Co., Ltd., along with certain gas assets and equipment from related parties [1][2] - The total transaction price includes RMB 42,039,800 for the equity, RMB 64,496,600 for a semiconductor gas preparation machine, and RMB 37,800,800 for 339 related machines [2][3] Related Party Transactions - Pairui Technology, the controlling shareholder of the company, holds 69.17% of the company's shares, while the 718 Research Institute, which is the indirect controlling shareholder, holds 100% of Pairui Technology [2] - The transaction is classified as a related party transaction but does not constitute a major asset restructuring as per regulations [2] Progress of the Transaction - The transaction has received approval from relevant state-owned asset authorities and has been ratified by the company's shareholders [2] - The company signed agreements with Pairui Technology and the 718 Research Institute for the asset transfer on January 9, 2025 [2] Impact on the Company - Following the completion of the transaction, Huai'an Pairui will become a wholly-owned subsidiary, leading to changes in the consolidated financial statements of the company [2] - The acquisition is expected to create synergies between Huai'an Pairui's gas production and the company's existing electronic specialty gas business, enhancing the company's industry chain and layout [2][3] Equipment Acquisition Benefits - The purchased 339 machines are primarily customized equipment previously rented from the 718 Research Institute, which will expedite the procurement process for new machines in R&D and production projects [3] - This acquisition is anticipated to reduce costs and improve company efficiency, while also increasing fixed asset scale and related depreciation expenses [3]

中船（邯郸）派瑞特种气体股份有限公司 首次公开发行股票并在科创板上市 发行结果公告 保荐人（联席主承销商）：中信建投证券股份有限公司 联席主承销商：中信证券股份有限公司 特别提示 1、中船（邯郸）派瑞特种气体股份有限公司（以下简称"中船特气"、"发 行人"或"公司"）首次公开发行人民币普通股（A股）并在科创板上市（以下 简称"本次发行"）的申请已经上海证券交易所（以下简称"上交所"）科创板 上市委员会审议通过，并已经中国证券监督管理委员会（以下简称"中国证监 会"）同意注册（证监许可〔2023〕420号）。 中信建投证券股份有限公司（以下简称"中信建投证券"）担任本次发行的 保荐人（联席主承销商），中信证券股份有限公司（以下简称"中信证券"） 担任本次发行的联席主承销商（中信建投证券和中信证券合称"联席主承销 商"）。发行人的股票简称为"中船特气"，扩位简称为"中船派瑞特气"，股 票代码为"688146"。 2、本次发行采用向参与战略配售的投资者定向配售（以下简称"战略配 售"）、网下向符合条件的投资者询价配售（以下简称"网下发行"）与网上向 持有上海市场非限售A股股份和非限售存托凭证市值的社会公众投资者定价 ...