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金宏气体:医疗健康领域的全产业链环节均可能用到气体产品
Mei Ri Jing Ji Xin Wen· 2026-01-08 09:16
每经AI快讯,有投资者在投资者互动平台提问:请问贵公司的气体用于哪些医疗健康领域? 金宏气体(688106.SH)1月8日在投资者互动平台表示,医疗健康领域的全产业链环节均可能用到气体 产品。例如,在医疗机构服务环节,医用氧气就被广泛应用于临床氧疗与急救支持等场景。感谢您对公 司的关注! (文章来源:每日经济新闻) ...
杭氧股份(002430.SZ):子公司拟新建42000Nm³/h空分装置为山西兰花供气
Ge Long Hui A P P· 2025-12-29 07:55
格隆汇12月29日丨杭氧股份(002430.SZ)公布,董事会同意对公司全资子公司——泽州杭氧气体有限公 司(简称"泽州杭氧")增资,并由其负责新建一套42000Nm3/h空分装置为山西兰花煤化工有限责任公 司提供气体服务。该项目总投资不超过31,400万元,由公司以自有资金对泽州杭氧增资10,000万元,其 他资金由泽州杭氧以融资方式解决。 ...
杭氧股份:子公司拟新建42000Nm³/h空分装置为山西兰花供气
Ge Long Hui· 2025-12-29 07:54
格隆汇12月29日丨杭氧股份(002430.SZ)公布,董事会同意对公司全资子公司——泽州杭氧气体有限公 司(简称"泽州杭氧")增资,并由其负责新建一套42000Nm3/h空分装置为山西兰花煤化工有限责任公 司提供气体服务。该项目总投资不超过31,400万元,由公司以自有资金对泽州杭氧增资10,000万元,其 他资金由泽州杭氧以融资方式解决。 ...
侨源股份:关于部分募集资金投资项目延期的公告
Zheng Quan Ri Bao· 2025-12-23 14:22
证券日报网讯 12月23日,侨源股份发布公告称,公司决定将"综合智能管理平台"达到预定可使用状态 日期由2025年12月31日再次延期至2027年6月30日,项目累计投入524.48万元,投资进度26.22%,延期 原因系系统集成复杂、分阶段审慎推进。 (文章来源:证券日报) ...
侨源股份(301286.SZ):不直接从事火箭燃料业务
Ge Long Hui· 2025-12-10 07:11
Core Viewpoint - The company, Qiaoyuan Co., Ltd. (301286.SZ), is not directly involved in rocket fuel business but is a leading supplier of industrial gases in China, which are essential for high-end precision manufacturing, including aerospace manufacturing [1] Group 1: Company Overview - Qiaoyuan Co., Ltd. offers a range of products including high-purity oxygen, high-purity nitrogen, high-purity argon, and specialty gases [1] - The company positions itself as a crucial provider of "industrial blood" for high-end manufacturing sectors [1] Group 2: Industry Insights - The booming commercial aerospace industry is expected to create stable demand for ultra-high purity gases [1] - This demand will help the company strengthen its product certification and brand advantages in the high-end market [1] - The company aims to continuously monitor and actively seize opportunities in strategic emerging industries, including commercial aerospace [1]
液化空气榆林空分装置实施电气化改造
Zhong Guo Hua Gong Bao· 2025-12-10 03:13
另悉,作为与延长石油集团子公司续签供气合同的组成部分,此次改造将大幅减少空分装置的二氧化碳 排放,并提升氧气产能。此外,改造后的空分装置日产氧量将提升10%,预计于2027年年底投入运行。 在项目执行期间,液化空气集团将确保对客户的持续供气和服务。据了解,早在2008年,液化空气集团 与延长石油集团建立起长期合作关系,为其子公司榆林凯越煤化工有限公司提供多种气体产品。 液化空气集团副总裁罗慕华表示:"这项投资突显了液化空气集团致力于减少自身运营碳排放的决心, 同时通过定制方案为客户的脱碳做出贡献。" 中化新网讯 近日,液化空气集团宣布,将投资约2500万欧元对其位于陕西省榆林市的空分装置进行电 气化改造。该重大项目展现了液化空气集团的脱碳路径与中国"双碳"目标一致。 据介绍,根据合同续签条款,液化空气集团将投资约2500万欧元对其位于陕西榆林的空分装置进行电气 化改造。这套空分装置将从蒸汽驱动改造为更高效的电力驱动,"汽改电"后可每年减少二氧化碳排放 22.4万吨。装置投入运行后,通过低碳电力采购,最终将实现每年二氧化碳减排55万吨。目前,集团位 于天津的两套空分装置已完成电气化改造并投入运行。 ...
广钢气体Q3净利增82.47%,现金流大幅改善71.99%
Ju Chao Zi Xun· 2025-10-31 10:22
Core Viewpoint - The company reported significant growth in revenue and net profit for the third quarter of 2025, indicating strong operational performance and improved cash flow management [2][5]. Financial Performance - In Q3 2025, the company achieved a revenue of 607 million yuan, representing a year-on-year increase of 15.4% [2][3]. - The net profit attributable to shareholders reached 83.07 million yuan, showing a substantial year-on-year growth of 82.47% [2][3]. - The net profit after deducting non-recurring gains and losses was 72.23 million yuan, reflecting a 90.01% increase compared to the same period last year [2][3]. Year-to-Date Performance - For the first three quarters of 2025, the total revenue amounted to 1.72 billion yuan, up 14.85% year-on-year [2][3]. - The net profit attributable to shareholders for the same period was 201 million yuan, marking a 10.64% increase [2][3]. - The net profit after excluding non-recurring items was 176 million yuan, which is a 3.86% increase year-on-year [2][3]. Cash Flow and Management - The net cash flow from operating activities reached 650 million yuan, showing a significant year-on-year increase of 71.99%, attributed to improved accounts receivable management and increased customer payments [5]. Earnings and Ratios - Basic and diluted earnings per share for the reporting period were both 0.06 yuan, a 100% increase compared to the previous year [4]. - The weighted average return on equity rose to 1.41%, an increase of 0.62 percentage points from the previous year [4]. - Research and development expenses totaled approximately 24.37 million yuan, accounting for 4.02% of revenue, a decrease from the previous year's 4.52% [4]. Company Overview - The company is a leading provider of electronic bulk gas services in China, focusing on the research, production, and sales of industrial gases, including nitrogen, helium, oxygen, hydrogen, argon, and carbon dioxide [4].
广钢气体公布三季报 前三季净利增加10.64%
Xin Lang Cai Jing· 2025-10-30 11:33
Core Viewpoint - Guanggang Gas reported a year-on-year increase in revenue and net profit for the first three quarters of the year, indicating positive financial performance and growth potential [1] Financial Performance - The company's operating revenue for the first three quarters reached 1,720,992,860.15 yuan, representing a year-on-year increase of 14.85% [1] - The net profit attributable to shareholders of the listed company was 200,600,345.88 yuan, showing a year-on-year increase of 10.64% [1] Shareholder Changes - Among the top ten circulating shareholders, the social security institution Guotai Asset Management Co., Ltd. - Social Security Fund 2103 Portfolio is a new institutional investor [1] - Additionally, Qianhai Life Insurance Co., Ltd. - Dividend Insurance Product has also entered as a new circulating shareholder [1]
空分设备区域深耕气体业务冲击高端 杭氧股份Q3扣非净利润增长21.60%
Quan Jing Wang· 2025-10-30 06:00
Core Viewpoint - Hangyang Co., Ltd. has demonstrated strong financial performance in the first three quarters of 2025, with revenue and net profit growth, while also expanding its market presence in the industrial gas sector, particularly in Xinjiang [1][2][3]. Financial Performance - In the first three quarters of 2025, the company achieved revenue of 11.428 billion yuan, a year-on-year increase of 10.39% [1] - The net profit attributable to shareholders, excluding non-recurring items, was 728 million yuan, up 16.27% year-on-year [1] - The net cash flow from operating activities reached 1.947 billion yuan, reflecting a significant increase of 140.03% year-on-year [1] - In Q3 2025, revenue was 4.101 billion yuan, representing a 13.12% year-on-year growth, while the net profit was 267 million yuan, up 21.60% year-on-year [1] Market Position and Strategy - Hangyang Co., Ltd. is a pioneer and leader in China's air separation equipment manufacturing industry, maintaining the largest market share domestically [1] - The company has successfully transitioned from a single equipment supplier to a comprehensive service provider by expanding its gas business, adopting a "equipment + gas" dual-driven development model [1][2] - The company has established a strong competitive position in the Xinjiang region, signing contracts with multiple local companies and achieving a total oxygen production capacity exceeding one million cubic meters [2] Industry Trends - The industrial gas sector is experiencing increased demand due to the rise of strategic emerging industries such as semiconductors, photovoltaics, and biomedicine, leading to a surge in the need for high-value-added industrial gases [3] - The electronic specialty gas market in China is projected to exceed 45 billion yuan in 2024, with a compound annual growth rate of 12.3% [3] - Global high-purity gas markets are expected to grow at a rate of over 6% from 2024 to 2029, with the Asia-Pacific region being the fastest-growing market [3] Technological Advancements - The company has established a comprehensive industrial chain capability covering helium sales, equipment manufacturing, and application scenarios, ensuring stable supply for the helium market [4] - Hangyang Co., Ltd. has strengthened its gas industry layout through acquisitions, enhancing its product matrix and accelerating the localization of key electronic specialty gases [3][4] - The company has implemented a four-in-one R&D system to enhance technological innovation and collaboration with research institutions, resulting in significant patent achievements [5][6] Future Outlook - With the ongoing expansion of its air separation equipment business and the high-end development of its gas business, Hangyang Co., Ltd. is expected to further solidify its leading position in the industry and drive sustainable growth [6]
中泰股份(300435.SZ):参股公司会向相关半导体公司提供电子特气
Ge Long Hui· 2025-10-29 07:23
Core Viewpoint - The company announced that its affiliated company will provide electronic specialty gases to relevant semiconductor companies, with customers being developed by the affiliated company [1] Group 1 - The affiliated company is actively engaging with semiconductor firms to supply electronic specialty gases [1]