证券日报网讯和远气体（002971）11月24日在互动平台回答投资者提问时表示，截至11月20日公司的股 东人数为10796户。 ...

Group 1 - The core viewpoint of the news is the performance and financial details of Huate Gas, which saw a stock price increase of 5.08% to 62.00 CNY per share, with a total market capitalization of 7.459 billion CNY [1] - Huate Gas, established on February 5, 1999, and listed on December 26, 2019, specializes in the research, production, and sales of specialty gases, with revenue composition as follows: specialty gases 62.52%, industrial gases 22.01%, equipment and engineering 11.98%, and others 3.49% [1] Group 2 - In terms of fund holdings, Invesco Great Wall Fund has a significant position in Huate Gas, with its "Invesco Great Wall Pension 2055 Five-Year Holding Mixed FOF" holding 1,700 shares, representing 0.93% of the fund's net value, ranking as the eighth largest holding [2] - The fund was established on May 13, 2025, with a current scale of 11.9369 million CNY and has achieved a return of 14.88% since inception [2] - The fund manager, Jiang Hong, has been in the position for 4 years and 66 days, managing total assets of 1.491 billion CNY, with the best and worst fund returns during the tenure being 27.99% and -16.79%, respectively [2]

11月20日，和远气体跌5%，截至发稿，报30.59元/股，成交1.23亿元，换手率2.44%，总市值64.79亿 元。和远气体股价已经连续4天下跌，区间累计跌幅17.69%。 资料显示，湖北和远气体股份有限公司位于湖北省宜昌市伍家岗区伍临路33号鑫鼎大厦3楼，成立日期 2003年11月20日，上市日期2020年1月13日，公司主营业务涉及各类气体产品的研发、生产、销售、服 务以及工业尾气回收循环利用。主营业务收入构成为：大宗气体49.40%，工业级化学品30.51%，清洁 能源12.30%，其他项目3.79%，电子特气及电子化学品3.32%，尾气回收0.68%。 华夏行业景气混合A（003567）基金经理为钟帅。 截至发稿，钟帅累计任职时间5年117天，现任基金资产总规模132.6亿元，任职期间最佳基金回报 172.55%， 任职期间最差基金回报-4.17%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从和远气体十大流通股东角度 数据显示，华夏 ...

和远气体公告称，持股5%以上股东长江资本减持计划时间于2025年11月19日届满。其原计划自2025年8 月22日至11月19日，以集中竞价、大宗交易方式合计减持不超4,224,700股，占公司股份总数不超2%。 实际在2025年8-11月，长江资本通过集中竞价交易减持1,914,800股，占比0.9041%，未进行大宗交易减 持。减持后，长江资本持股10,589,900股，占总股本4.99995%，不再是公司5%以上股东，且本次减持不 影响公司控制权和持续经营。 ...

孙敏说："AI是时代红利，但要分场景精准应用。企业数智化转型是价值、场景、能力、组织和变革的 闭环，缺一环就行不通。这也是数智化转型失败率高的原因。" 国产操作系统的数智化转型升级就存在AI融合滞后的问题。宝信软件（600845）行业总监赵立举例 说，目前空分行业的操作系统国产化率还不高，国产操作系统AI调度、智能服务应用初级，缺乏"操作 系统+AI"的深度整合方案，这就需要行业加强与AI的深度融合。 气体行业数智转型是"必答题" 卓创资讯（301299）资深分析师孙海霞预测："明年气体行业市场增长逐渐放缓，产能利润率下降，对 企业降本增效提出了新挑战，这让数智化转型不再是选择题，而是必答题。"她分析道，数智化转型推 动气体行业格局持续优化，气体领域有望进一步拓宽，带动企业延伸现有产业链。 当前，数智化转型浪潮席卷全球，被誉为"工业血液"的工业气体行业也不例外。处在数智化转型的临界 点，该行业的一线企业该如何转型升级？在11月13日于成都举办的"2025数智领导力高峰论坛"上，多位 专家表示，人工智能（AI）正成为重塑产业肌理、重构组织基因、重新定义领导力的核心变量，工业 气体行业应主动拥抱AI，加快探索AI ...

Group 1 - The company has reported that the new capacity ramp-up at its Jiangxi subsidiary has been completed, and production value is being released as it enters the ramp-up phase [2] - The convertible bond fundraising project is progressing as planned, with some products already launched in the market [2] - The Nantong project has obtained the first phase of land and has received environmental and safety evaluations, and it is currently in the planning and construction stage [2]

Core Viewpoint - The stock of Hunan Kaimete Gas Co., Ltd. increased by 5.19% to 22.29 CNY per share, with a trading volume of 825 million CNY and a market capitalization of 15.499 billion CNY as of November 18 [1] Company Overview - Hunan Kaimete Gas Co., Ltd. was established on June 11, 1991, and listed on February 18, 2011. The company is located in the Yuelu District of Yueyang City, Hunan Province [1] - The main business involves the research, production, and sales of dry ice, liquid carbon dioxide, food additive liquid carbon dioxide, food additive nitrogen, and other industrial gases, utilizing petroleum chemical tail gas and torch gas as raw materials [1] - The revenue composition of the company includes: Hydrogen 33.46%, Carbon Dioxide 31.72%, Fuel Products 28.50%, Air Separation Gases 4.16%, Special Gases 1.94%, and Others 0.21% [1] Fund Holdings - According to data, one fund under the management of Jiao Yin Schroder holds a significant position in Kaimete Gas. The Jiao Yin CSI Environmental Governance Index (LOF) A (164908) held 201,100 shares in the third quarter, accounting for 3.85% of the fund's net value, making it the second-largest holding [2] - The fund has a total scale of 116 million CNY and has achieved a return of 24.59% this year, ranking 2177 out of 4212 in its category [2] Fund Manager Performance - The fund manager of Jiao Yin CSI Environmental Governance Index (LOF) A is Shao Wenting, who has been in the position for 4 years and 204 days. The total asset scale of the fund is 13.561 billion CNY [3] - During the manager's tenure, the best fund return was 44.79%, while the worst return was -29.57% [3]

每经头条（nbdtoutiao）——展望"十五五"|专访财科院院长杨志勇：遏制地方政府新增隐性债务，债务 信息要透明，尽可能降低利息成本 （记者 张明双） 2025年1至6月份，杭氧股份的营业收入构成为：气体行业占比62.68%，制造业占比35.97%，其他业务 占比0.7%，工程总包占比0.66%。 截至发稿，杭氧股份市值为281亿元。 每经AI快讯，杭氧股份（SZ 002430，收盘价：28.7元）11月14日晚间发布公告称，本次担保额度获批 后，公司及控股子公司已审批对外担保额度总金额为人民币约21.29亿元，占公司最近一期经审计归属 于上市公司股东的净资产约91.93亿元的23.16%。截至2025年11月13日，公司及控股子公司实际担保余 额约为人民币12.36亿元，占公司最近一期经审计归属于上市公司股东的净资产的13.44%。 ...

和远气体今日跌停，全天换手率7.98%，成交额4.61亿元，振幅11.10%。龙虎榜数据显示，机构净卖出 2078.96万元，营业部席位合计净卖出2715.35万元。 深交所公开信息显示，当日该股因日跌幅偏离值达-8.64%上榜，机构专用席位净卖出2078.96万元。 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即卖四、卖五，合计买入金额589.90万 元，卖出金额2668.86万元，合计净卖出2078.96万元。 资金流向方面，今日该股主力资金净流出2757.65万元，其中，特大单净流出2393.34万元，大单资金净 流出364.31万元。近5日主力资金净流入4190.65万元。（数据宝） 和远气体11月14日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 中信证券股份有限公司杭州凤起路证券营业部 | 1821.95 | 3.26 | | 买二 | 中信证券股份有限公司大连分公司 | 1495.62 | 43.75 | | 买三 | 中信建投证券股份有限公司深圳香梅路证券营业部 | 9 ...

Macro Analysis - The 2025 Q3 monetary policy execution report affirms the resilience of the domestic economy and alleviates concerns about domestic inflation and global economic recession. The report suggests that monetary policy may increase its easing efforts marginally due to a slowdown in economic growth [1] - The report emphasizes the need for "counter-cyclical and cross-cyclical adjustments" in monetary policy, indicating a potential increase in the central bank's bond-buying operations in the secondary market [1] - There is a focus on the implementation of policies to support personal credit repair, which will be crucial for credit policy [1] Bond Market Analysis - In Q3 2025, major market indices saw an increase, with the China Convertible Bond Index rising by 9.8%. The total scale of convertible bonds held by funds increased by 43.79 billion yuan compared to the previous quarter [2] - The electric power equipment sector saw significant increases in convertible bond holdings, with the average yield of convertible bond funds at 13.67%, which is weaker than the Wind All A Index but stronger than the China Convertible Bond Index [2] Industry Research - The electronic communication industry is expected to benefit from optimistic AI computing power trends, with leading companies having secure valuations. The report highlights the growth potential in the storage and semiconductor sectors [4] - The report indicates that both North American and domestic computing power markets are likely to continue benefiting from these trends [4] Company Research - For Jin Hong Gas (688106.SH), the report projects a decline in net profit forecasts for 2025-2027, with expected profits of 168 million yuan (down 43.3%), 260 million yuan (down 32.1%), and 350 million yuan (down 22.2%) respectively. The company is expected to benefit from the steady progress of large on-site gas production projects [5] - Guanggang Gas (688548.SH) maintains its profit forecasts for 2025-2026 and introduces a new forecast for 2027, expecting net profits of 299 million yuan, 378 million yuan, and 472 million yuan respectively. The company is well-positioned in the electronic bulk and helium gas sectors [7] - He Yuan Gas (002971.SZ) also maintains its profit forecasts for 2025-2026 and adds a forecast for 2027, expecting net profits of 102 million yuan, 111 million yuan, and 121 million yuan respectively, focusing on the development of a centralized production base for electronic gases and chemicals [8] - Xingyuan Materials (300568.SZ) reports a year-on-year decline in net profit for the first three quarters of 2025, with revised profit forecasts for 2025-2027 at 172 million yuan (down 69.6%), 422 million yuan (down 38.9%), and 606 million yuan respectively. The company remains optimistic about its future as a leader in the lithium battery separator industry [9]