内容概况：中国电子大宗气体行业正经历从技术追赶到局部突破的关键转型期，市场规模持续扩张，国 产替代进程加速。2024年，中国电子大宗气体市场规模约为112亿元，同比增长8.74%。以半导体为 例，随着全球半导体产业向中国转移，中芯国际、长江存储等本土晶圆厂加速扩产，12英寸先进制程产 线对超高纯氮气、氩气等大宗气体需求激增。数据显示，单个12英寸晶圆厂氮气用量可达5万立方米/小 时，直接拉动电子大宗气体市场规模扩张。 相关上市企业：广钢气体（688548）、金宏气体（688106）、至纯科技（603690） 相关企业：中煤能源集团有限公司、中国神华能源股份有限公司、杭氧集团股份有限公司、北京京城机 电股份有限公司、贝肯能源控股集团股份有限公司、中远海运能源运输股份有限公司、中芯国际集成电 路制造有限公司、长江存储科技有限责任公司、长鑫存储技术有限公司、华虹半导体有限公司、阳光电 源股份有限公司、利亚德光电股份有限公司、中兴通讯股份有限公司 关键词：电子大宗气体、电子大宗气体市场规模、电子大宗气体行业现状、电子大宗气体发展趋势 一、行业概述 广义的"电子气体"指可用于电子工业生产中使用的气体，通常分为电子大宗气 ...

湖南凯美特气体股份有限公司 关于股东及其一致行动人权益变动持股比例触及1%、5%刻度 暨披露简式权益变动报告书的提示性公告 公司股东湖南省财信资产管理有限公司及其一致行动人湖南财信精信投资 合伙企业（有限合伙）、湖南省财信常勤壹号基金合伙企业（有限合伙）保证向 本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 证券代码：002549 证券简称：凯美特气 公告编号：2025-039 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 湖南凯美特气体股份有限公司（以下简称： "公司"）2025 年 5 月 14 日在《中 国证券报》《上海证券报》《证券时报》《证券日报》和指定信息披露网站巨潮资 讯网 www.cninfo.com.cn 披露了《关于股东及一致行动人减持计划预披露公告》 （公告编号：2025-032）。公司收到股东湖南省财信资产管理有限公司（以下简 称"财信资产"）、湖南财信精信投资合伙企业（有限合伙）（以下简称"财信精 信"）、湖南省财信常勤壹号基金合伙企业（有限合伙）（以下简称"常勤壹号"） 出具的《关于权益变动持股比例触及 1%刻度的告知函》 《简式 ...

巨丰投顾：周二市场震荡运行，中船系涨幅居前。历史数据显示，近20年上证指数在7月上涨概率为 60%。投资者可从三方面布局：节奏上，上旬防御为主，警惕外部冲击，配置公用事业等板块，下旬聚 焦中报业绩，关注超预期个股及政策动向；风格上，金融（政策刺激、低估值优势）与成长（科技政策 持续、产业趋势上行）占优；操作上，重点关注科技（半导体、人工智能核心企业）、军工（阅兵催 化、订单增长）及中报高增领域（TMT、中游制造等），规避业绩风险股。 沪深两市主要股指7月1日开盘涨跌不一，沪指微幅高开，深成指和创业板指小幅高开。沪指全日呈震荡 上扬态势；深成指和创业板指早盘期间震荡下行，深成指午间收盘前反弹，午后翻红并最终小幅收涨， 创业板指在接近回补缺口后有所回落，收盘时小幅下跌。指数表现方面，沪指7月1日的收盘点位高于6 月25日的收盘点位，再创年内收盘新高。 盘面上，医药股领涨，免疫治疗、创新药、重组蛋白、仿制药、减肥药、肝炎概念、毛发医疗等多个医 药医疗的细分领域指数均有较大幅度上涨。当日，船舶、工业气体、光刻机、银行、超导概念等板块亦 有显著上涨。数字货币股跌幅靠前，电子身份证、跨境支付、Web3概念等板块亦有较大幅 ...

| | ☑特定对象调研 □分析师会议 □媒体采访 | | --- | --- | | 投资者关系 | □业绩说明会 □新闻发布会 | | 活动类别 | □路演活动 | | | ☑现场参观 | | | □其他(请文字说明其他活动内容) | | | 华源证券 电子研究员 白 宇 | | 活动参与人员 | 景顺长城基金 基金经理助理 程振宇 | | | 景顺长城基金 半导体研究员 韩 非 | | 上市公司 | 董事会秘书：李吉鹏 | | 参与人员 | 证券事务代表：崔若晴 | | 时间 | 2025 年 6 月 30 日 下午 14:00-15:30 | | 地点 | 公司总部 | | 形式 | 现场参观交流 | | | 董秘李吉鹏先生简要介绍了公司基本情况、行业情况和公 | | | 司发展历程，投资者一行实地参观了公司总部和信息化中心， | | | 远程查看了宜昌和潜江两大产业园。 | | | 主要交流内容如下： | | | 1、公司投建的宜昌和潜江两大电子特气产业园进展情况 | | 交流内容及具体 | 潜江产业园处于量产→稳产阶段，宜昌产业园处于试生产 | | 问答记录 | →量产→稳产阶段。目前，潜江产业园大 ...

Core Viewpoint - The announcement of leadership changes at Huate Gas, with Shi Pingxiang stepping down as chairman due to age, and Shi Sihui being elected as the new chairman, reflects a generational transition in the company's management [1][2]. Company Leadership Changes - Shi Pingxiang has resigned from the position of chairman and strategic committee head due to age, but will continue as a board member and on the strategic and nomination committees [1][2]. - Shi Sihui, the vice chairman, has been elected as the new chairman of Huate Gas [1][2]. - Shi Pingxiang and Shi Sihui are father and daughter, with their combined shareholding amounting to 51.46% of the company [2]. Company Background - Huate Gas was founded in 1999 by Shi Pingxiang and has become a leading producer of specialty gases in China, focusing on domestic production to break foreign monopolies in various high-tech sectors [3][6]. - The company went public on the Science and Technology Innovation Board in 2019, marking a significant milestone as the first gas company from Foshan to be listed [6]. Financial Performance - The company has faced revenue declines in recent years, with projected revenue drops of 16.8% in 2023 and 7.02% in 2024 [6]. - In the first quarter of 2025, Huate Gas reported revenues of 338 million yuan and a net profit of 44.4 million yuan [6].

根据《上市公司证券发行注册管理办法》《上海证券交易所科创板股票上市 规则》等有关规定，广东华特气体股份有限公司（以下简称"公司"）委托信用 评级机构中证鹏元资信评估股份有限公司（以下简称"中证鹏元"）对公司主体 及公司向不特定对象发行的可转换公司债券（以下简称"华特转债"）进行了跟 踪信用评级。 一、前次评级情况 公司前次主体信用等级为"AA-"，评级展望为"稳定"，"华特转债"的 信用等级为"AA-"，评级机构为中证鹏元，评级日期为 2024 年 8 月 21 日。 证券代码：688268 证券简称：华特气体 公告编号：2025-043 转债代码：118033 转债简称：华特转债 广东华特气体股份有限公司 关于"华特转债"跟踪信用评级结果的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ? 前次债券评级：公司主体信用等级为"AA-"，评级展望为"稳定"，"华 特转债"的信用等级为"AA-"。 ? 本次债券评级：公司主体信用等级为"AA-"，评级展望为"稳定"，"华 特转债"的信用等级为"AA-"。 ...

Core Viewpoint - The company is implementing a differentiated dividend distribution plan for the fiscal year 2024, which includes a cash dividend distribution to shareholders based on the adjusted total share capital after accounting for share buybacks and stock incentive plans [1][3][4]. Group 1: Reasons for Differentiated Dividend - The company has approved a share buyback plan using its own funds through the Shanghai Stock Exchange, completing the buyback of 578,556 shares by February 14, 2023 [1]. - The differentiated dividend distribution is linked to the company's performance and the results of its stock incentive plan, which did not meet the performance criteria for the second vesting period [3][4]. Group 2: Dividend Distribution Plan - The proposed dividend distribution for 2024 is a cash dividend totaling approximately 71.81 million yuan (including tax), calculated based on 119,689,836 shares eligible for distribution after deducting the shares in the buyback account [3][4]. - The company will not issue bonus shares or convert capital reserves into share capital, and any changes in total share capital before the dividend record date will lead to adjustments in the total dividend amount while maintaining the per-share dividend amount [3][4]. Group 3: Adjustments to Dividend Amount - The company plans to repurchase and cancel 81,000 shares of the first category of restricted stock that have not yet been released, which will reduce the total share capital to 120,304,261 shares [4]. - Following the adjustments, the total number of shares eligible for the dividend distribution will be 119,609,424 shares, and the company will maintain the principle of adjusting the total dividend amount while keeping the per-share dividend unchanged [4]. Group 4: Ex-Dividend Treatment - The company will calculate the ex-dividend reference price based on the actual cash dividend distribution and the changes in share capital, ensuring compliance with the relevant regulations [5]. - The impact of the differentiated dividend distribution on the ex-dividend reference price is minimal, with an absolute value of impact below 1% based on the stock price on June 9, 2025 [5]. Group 5: Sponsor Institution's Review - The sponsor institution has reviewed the differentiated dividend distribution and concluded that it complies with relevant laws and regulations, ensuring that it does not harm the interests of the company or its shareholders [6].

Core Viewpoint - The company has adjusted its 2024 annual profit distribution plan, maintaining a cash dividend of 6.00 yuan per 10 shares while modifying the total share capital and corresponding distribution amount due to changes in the number of shares eligible for distribution [1][2][5]. Summary by Sections 1. Basic Situation of Profit Distribution Plan - The company held board meetings on April 8, 2025, and the annual shareholders' meeting on May 13, 2025, to approve the profit distribution plan, proposing a cash dividend of 6.00 yuan per 10 shares [2]. - As of March 31, 2025, the total share capital was 120,385,261 shares, with 695,425 shares in the repurchase account, resulting in 119,689,836 shares eligible for profit distribution, totaling 71,813,901.60 yuan [2]. 2. Specific Situation of Adjusted Profit Distribution Plan - The company completed the repurchase and cancellation of 81,000 first-class restricted shares, reducing the total share capital to 120,304,261 shares [3]. - The adjustment in the profit distribution plan is due to changes in the number of shares eligible for distribution before the equity distribution registration date [3]. 3. Impact of Convertible Bonds - The company's convertible bonds, "Hua Te Convertible Bonds," entered the conversion period on September 27, 2023, with an increase of 588 shares from April 1, 2025, to June 24, 2025, raising the total share capital to 120,304,849 shares [4]. - The total share capital will not change due to the conversion of convertible bonds from June 25, 2025, until the equity distribution registration date [4]. 4. Final Adjustments to Profit Distribution - The adjusted total share capital for the profit distribution is calculated as 120,304,849 shares minus 695,425 shares in the repurchase account, resulting in 119,609,424 shares [5]. - The adjusted total profit distribution amount is calculated as 0.60 yuan per share multiplied by the adjusted total share capital, totaling 71,765,654.40 yuan [5].

江苏苏博特新材料股份有限公司 编号：信评委函字2025跟踪 1167 号 江苏苏博特新材料股份有限公司 声 明 中诚信国际信用评级有限责任公司 | 江苏苏博特新材料股份有限公司 | | | | --- | --- | --- | | 本次跟踪发行人及评级结果 | 江苏苏博特新材料股份有限公司 AA-/稳定 | | | 本次跟踪债项及评级结果 | "博 22 转债" AA | | | 根据国际惯例和主管部门要求，中诚信国际需对公司存续期内的债券进行跟 | | | | 跟踪评级原因 | | | | 踪评级，对其风险程度进行跟踪监测。本次评级为定期跟踪评级。 | | | | 本次跟踪维持主体及债项上次评级结论，主要基于江苏苏博特新材料股份有 | | | | 限公司（以下简称"苏博特"或"公司"）拥有较高的行业地位，生产基地 | | | | 评级观点 | 多元化、产品竞争力较强、财务杠杆维持行业较低水平等方面的优势。同时 | | | 中诚信国际也关注到主要产品销售业绩下滑，盈利能力有所下降以及应收类 | | | | 款项规模较大并对资金形成一定占用等因素对其经营和整体信用状况造成 | | | | 的影响。 | | | ...

华特气体公告，董事长石平湘因自身年龄原因辞职，不再担任董事长及董事会战略委员会召集人职务。 石平湘将继续担任公司董事、董事会战略委员会和提名委员会委员。公司副董事长石思慧被选举为新任 董事长，任期至本届董事会届满。此次更换董事长不会对公司正常经营管理造成不利影响。 ...