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金宏气体: 金宏气体:金宏气体股份有限公司向不特定对象发行可转换公司债券受托管理事务报告(2024年度)
Zheng Quan Zhi Xing· 2025-06-04 10:34
证券简称:金宏气体 股票代码:688106 债券简称:金宏转债 债券代码:118038 金宏气体股份有限公司 (Jinhong Gas Co.,Ltd.) 苏州市相城区黄埭镇潘阳工业园安民路 向不特定对象发行可转换公司债券 受托管理事务报告 (2024 年度) 债券受托管理人 苏州工业园区星阳街 5 号 二〇二五年六月 重要声明 本报告依据《可转换公司债券管理办法》(以下简称"管理办法")、《金宏 气体股份有限公司(作为发行人)与东吴证券股份有限公司(作为受托管理人) 关于金宏气体股份有限公司向不特定对象发行可转换公司债券之债券受托管理 协议》(以下简称"受托管理协议")、《金宏气体股份有限公司向不特定对象发 行可转换公司债券募集说明书》(以下简称"募集说明书")、《金宏气体股份有 限公司 2024 年年度报告》等相关公开信息披露文件、第三方中介机构出具的专 业意见等,由本期可转换公司债券受托管理人东吴证券股份有限公司(以下简 称"东吴证券")编制。东吴证券对本报告中所包含的从上述文件中引述内容和 信息未进行独立验证,也不就该等引述内容和信息的真实性、准确性和完整性 做出任何保证或承担任何责任。 本报告不构成 ...
金宏气体:聚焦气体主业 应对市场挑战谋发展
Core Viewpoint - The gas industry is capital-intensive and requires continuous investment for development, with 2025 expected to be a challenging year for the sector [1] Group 1: Company Overview - Jin Hong Gas Co., Ltd. was established in 1999 and specializes in gas research, production, sales, and integrated service solutions [1] - The company provides over a hundred types of gas products, including specialty gases, bulk gases, and fuels, serving industries such as electronics, healthcare, energy conservation, new energy, and high-end equipment manufacturing [1] Group 2: Financial Performance - In Q1 2025, the company achieved revenue of 623 million yuan, a year-on-year increase of 5.62%, while net profit attributable to shareholders was 44.0032 million yuan, a year-on-year decrease of 42.47% [1] - The decline in net profit is attributed to increased market competition leading to lower product prices and gross margins, alongside higher capital expenditures and R&D investments [2] Group 3: Market Strategy and Future Outlook - The company is focusing on the electronic specialty gas market, which is crucial for semiconductor manufacturing, and plans to accelerate its market positioning to capture more business opportunities [2] - Jin Hong Gas is expanding its overseas business, having signed a gas production project in Thailand and acquired Singapore's CHEM-GAS to enhance its Southeast Asian market presence [3] - The company aims to stabilize revenue through new projects in bulk gas and on-site gas production, while also enhancing product lines in specialty gases through strategic collaborations [3] - In Q1 2025, R&D investment reached 27.734 million yuan, a year-on-year increase of 16.97%, accounting for 4.46% of revenue [3]
空气产品推出纯氧燃烧整体方案及两款创新技术
Zhong Guo Hua Gong Bao· 2025-05-29 03:30
空气产品公司展品亮点包括:智能抛光切割效率检测系统(iPCED): iPCED是由公司位于上海的 亚洲技术研发中心开发的创新技术,专为玻璃器皿及药用玻璃行业设计,可优化抛光切割工艺,降低天 然气消耗与运营成本,提高生产效率;Cleanfire®余热回收技术: Cleanfire®余热回收技术是公司近期推 出的另一项创新。该技术与公司的纯氧燃烧系统相结合,相比空气蓄热室窑炉,可减少高达30%的二氧 化碳排放,同时降低燃料消耗、且维护成本低;Cleanfire HRx燃烧器: 这款燃烧器在提升燃烧效率、降 低氮氧化物排放及减少泡沫生成方面表现卓越,同时支持混氢燃料使用,有效减少碳足迹。此外,配合 空气产品公司智能监测技术进行远程监测,进一步优化燃烧工艺;以及PRISM®真空变压吸附(VSA) 系统、计算流体力学(CFD)模拟等。 空气产品公司亚洲区战略、市场营销及技术副总裁傅黎先生表示:"中国玻璃产业正加速迈向绿色 低碳与高质量发展阶段。空气产品公司推出的创新技术进一步迭代升级了我们的纯氧燃烧整体解决方 案,助力玻璃制造商实现环保与经济目标,在竞争中保持领先优势。" 据介绍,空气产品公司此次展出的行业领先的纯氧燃 ...
广钢气体:电子气体市场逐步恢复 现场制气重大项目陆续投产将贡献利润
Group 1 - The company maintains a positive outlook on the industry's future development, anticipating that the second phase of major on-site gas production projects will contribute additional revenue and profit [1][2] - In the previous year, the company achieved a revenue of 2.1 billion yuan, an increase of 14.6% year-on-year, while net profit attributable to shareholders was 248 million yuan, a decrease of approximately 22.42% [1] - The company's helium business faced sales revenue and gross profit declines due to market fluctuations, leading to pressure on overall profitability [1][2] Group 2 - The company holds a leading position in the domestic integrated circuit manufacturing and semiconductor display sectors, with a market share of 41% in newly built on-site gas production projects [2] - The electronic gas market in China is projected to grow to 18.7 billion yuan in 2023, with a slight recovery expected in 2024, reaching 19.5 billion yuan [2] - The company has developed the "Super-N" series ultra-pure nitrogen production technology, capable of meeting the stringent gas supply requirements of integrated circuit manufacturing [3] Group 3 - The company is the largest domestic supplier of helium, with its helium imports accounting for 13.4% of the national total, supporting key materials for first-tier semiconductor and integrated circuit enterprises [3]
侨源股份: 2024年年度权益分派实施公告
Zheng Quan Zhi Xing· 2025-05-28 10:44
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]
西部最大特种气体生产基地下月试生产
news flash· 2025-05-28 05:06
西部最大特种气体生产基地下月试生产 金十数据5月28日讯,公司总经理胡江涛介绍,位于泸州市泸县神仙桥化工园区的项目预计本月内完成 设备调试,下月初可进行试生产。中汀新能源公司主要生产高纯度氧气、氨气、氢气等医用气体,以及 食品气体、储能气体、电子气体等特种气体。公司在建项目是泸州市医食气体供应链的重要补链项目, 去年1月启动建设,总投资5亿元,占地面积64亩。项目建成投产后,将成为西部地区最大医用气体、食 品气体、储能气体、电子气体等多种特种气体生产基地,对泸州乃至川渝滇黔交界处建立完善产业园区 配套、构建循环产业体系发挥积极作用。 ...
缩量不大跌 反弹概率较大
Chang Sha Wan Bao· 2025-05-27 10:32
Market Overview - On May 27, A-shares experienced a collective pullback, with the Shanghai Composite Index down 0.18% to 3340.69 points, the Shenzhen Component down 0.61% to 10029.11 points, and the ChiNext Index down 0.68% to 1991.64 points [1] - The trading volume in the Shanghai and Shenzhen markets was 998.9 billion yuan, a decrease of 11 billion yuan compared to the previous day [1] - The market showed mixed performance across sectors, with the pesticide and veterinary medicine sector seeing significant gains, while precious metals, consumer electronics, and semiconductor sectors faced declines [1] Sector Performance - The pesticide sector's rise is attributed to market rotation, as it is currently the preparation phase for the traditional "double harvest" in southern agriculture, attracting capital attention [1] - The pet economy sector, categorized as a new consumption concept, saw strong performance with 65 out of 97 stocks rising on the same day, driven by significant gains in related A-share stocks [2] - Notable companies in the pet economy include Chuangyuan Co., which reported a 218.33% year-on-year increase in net profit, and Yinglian Co., which saw a staggering 723.54% increase in net profit [2] Company Highlights - Kaimete Gas, a leading stock in Hunan, achieved a 10% increase, marking its second consecutive trading day of gains [3] - Kaimete Gas reported a net profit of 31.75 million yuan for Q1 2025, reflecting a 142.00% year-on-year growth, and has established a full industry chain advantage in the specialty gas sector [3]
京城股份: 京城股份关于2024年度暨2025年第一季度业绩说明会召开情况的公告
Zheng Quan Zhi Xing· 2025-05-27 10:21
股票代码:600860 股票简称:京城股份 编号:临 2025-024 北 京 京 城 机 电 股 份 有 限 公 司 二、 本次说明会投资者提出的主要问题及公司回复情况 公司在本次说明会上,针对投资者关心的公司业绩、经营情况等内容,与广 大投资者互动交流,在信息披露允许的范围内就投资者普遍关注的问题进行了回 答,具体如下: 答:投资者您好!谢谢您对公司的关注!公司目前生产经营情况正常,业绩情 况请查询公司已披露的 2024 年年度报告及 2025 年第一季度报告。后续业绩情况, 请关注披露的 2025 年半年度报告。谢谢! 答:投资者您好!谢谢您对公司的关注!公司气体储运板块及智能制造板块, 均是公司的业务增长点。公司业绩情况,请关注公司后续披露的定期报告。 答:投资者您好!谢谢您对公司的关注!公司目前生产经营情况正常,营收情 况请查询公司已披露的定期报告。后续业绩情况,请关注 2025 年半年度报告。 谢谢! BEIJING JINGCHENG MACHINERY ELECTRIC COMPANY LIMITED (在中华人民共和国注册成立之股份有限公司) 关于 2024 年度暨 2025 年第一季度业绩 ...
广钢气体(688548):电子大宗气体国产替代破局者,三重壁垒构筑核心优势
电子 | 证券研究报告 — 首次评级 2025 年 5 月 26 日 688548.SH 增持 原评级:未有评级 市场价格:人民币 9.93 板块评级:强于大市 股价表现 (%) 今年 至今 1 个月 3 个月 12 个月 绝对 1.6 (13.4) (7.5) 1.6 相对上证综指 (2.0) (15.8) (7.5) (5.4) 发行股数 (百万) 1,319.40 流通股 (百万) 681.31 总市值 (人民币 百万) 13,101.63 3 个月日均交易额 (人民币 百万) 119.21 主要股东(%) 广州工业投资控股集团有限公司 20.66 资料来源:公司公告, Wind ,中银证券 (26%) (16%) (6%) 3% 13% 22% May-24 Jun-24 Jul-24 Aug-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 广钢气体 上证综指 以 2025 年 5 月 22 日收市价为标准 中银国际证券股份有限公司 具备证券投资咨询业务资格 电子:电子化学品Ⅱ 证券分析师:苏凌瑶 lingyao.su@bocich ...
硅烷科技(838402) - 关于投资者关系活动记录表的公告
2025-05-23 12:30
证券代码:838402 证券简称:硅烷科技 公告编号:2025-060 河南硅烷科技发展股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚假记载、 误导性陈述或者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 □特定对象调研 √业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 □路演活动 □其他 二、 投资者关系活动情况 活动时间:2025 年 5 月 22 日 活动地点:全景•路演天下(https://rs.p5w.net) 参会单位及人员:通过网络方式参与河南辖区上市公司 2025 年投资者网上 集体接待日的投资者 上市公司接待人员:董事会秘书石增辉先生 三、 投资者关系活动主要内容 问题 1、公司纯度为 7N 的硅烷气有哪些应用场景,8N 的硅烷气有哪些应用 场景? 回答:公司 7N 及以上纯度的硅烷气能运用于高端液晶面板、半导体等材料。 问题 2、2024 年年度报告中提到加快电子级多晶硅下游客户认证及销售, 请问进展如何,是否进展顺利。 回答:区熔级多晶硅的认证门槛较高,在认证过程中呈现出来 ...