每经AI快讯，杭氧股份（SZ 002430，收盘价：23.95元）8月25日晚间发布公告称，公司第八届第二十 九次董事会会议于2025年8月25日以通讯方式召开。会议审议了《关于<2025年中期利润分配预案>的议 案》等文件。 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234亿元。 每经头条（nbdtoutiao）——租下2.5万亩"试验田"，兽医学博士在非洲种粮：首季亩产250斤，打算扩至 10万亩，月薪1~2万元招人 （记者 张喜威） ...

摘要 金宏气体 2025 年上半年收入虽增长，但利润受市场竞争和成本上升影 响下滑。二季度业绩显著回升，收入环比增 11.1%创新高，毛利率升至 30.77%，扣非净利润环比增 30%，显示复苏势头。 电子大宗载气业务获星辰焊锡等 6 个项目，汕尾项目实现存量替换。现 场制气业务通过收购汉兴气体扩张，优化区域布局。电子特气巩固超纯 氨、氧化亚氮优势，拓展高纯二氧化碳等新品，新增 18 家半导体客户。 大宗气体占总营收 43%，毛利率 30%；特种气体营收占比 33%，毛利 率约 22%；现场制气租金营收占比 13.6%，毛利率 57.8%；燃气板块 利润近 1 亿元，毛利率 19%。现场制气租金收入增加主要来自武汉长飞 等项目。 多个新项目预计下半年投产，如 3D 电子大征项目（10 月）、东莞汉城 项目（11 月）、湖州兰宝项目（明年春节前后）等，将通过收取租金增 加营收和利润，投资回报率均超 10%。 二季度毛利率提升主要因大宗气体（氮气毛利率增至 37.19%）和特种 气体（氢气毛利率增至 20%）毛利率上升，以及销售额增长。氮气、药 企、二氧化碳、氨气、氢气、氧化亚氮等销量均较一季度增加。 Q&A 金 ...

金宏气体（688106.SH）2025 年半年报点评 利润短期承压，电子气体业务稳步推进 2025 年 08 月 24 日 ➢ 事件：金宏气体 8 月 22 日晚发布了 2025 年半年报，2025 年上半年实现 营业收入 13.14 亿元，同比增长 6.65%；实现归母净利润 8220.13 万元，同比 下降 48.65%。 ➢ 市场竞争加剧，利润短期承压。从 2025 年 Q2 单季度来看，收入为 6.91 亿 元，环比增长 10.91%，同比增长 7.60%；归母净利润为 0.38 亿元，同比下滑 54.30%；毛利率和净利率分别为 30.77%、6.35%，同比下降分别为 3.68、7.54 个百分点。根据 25 年半年报，公司上半年利润同比下滑主要系（1）公司为应对 复杂多变的市场环境，积极开拓市场，销量持续快速增长，但市场竞争加剧，导 致部分产品的售价及综合毛利率比上年同期有一定程度的下降；（2）公司进行 逆势布局，持续增加资本性支出，加大研发投入力度；（3）资产处置收益较去年 同期有所下滑。 ➢ 电子特种气持续导入，电子大宗气加速开拓。公司致力于电子半导体领域的 特种气体产业化，已逐步实现了超纯 ...

据证券之星公开数据整理，近期金宏气体（688106）发布2025年中报。截至本报告期末，公司营业总收 入13.14亿元，同比上升6.65%，归母净利润8220.13万元，同比下降48.65%。按单季度数据看，第二季 度营业总收入6.91亿元，同比上升7.6%，第二季度归母净利润3819.81万元，同比下降54.3%。本报告期 金宏气体公司应收账款体量较大，当期应收账款占最新年报归母净利润比达210.61%。 本次财报公布的各项数据指标表现一般。其中，毛利率29.69%，同比减13.39%，净利率6.86%，同比减 49.45%，销售费用、管理费用、财务费用总计2.26亿元，三费占营收比17.22%，同比减5.22%，每股净 资产6.11元，同比减0.16%，每股经营性现金流0.37元，同比减10.94%，每股收益0.17元，同比减48.48% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 12.32亿 | 13.14亿 | 6.65% | | 归母净利润(元) | 1.6亿 | 8220.13万 | -48.6 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码：688106 公司简称：金宏气体 第一节 重要提示 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到www.sse.com.cn网站仔细阅读半年度报告全文。 1.2重大风险提示 公司已在本报告中详细阐述公司在经营过程中可能面临的各种风险及应对措施，敬请查阅本报告"第三 节 管理层讨论与分析"之"四、风险因素"。敬请投资者注意投资风险。 1.3本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确性、完整 性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 1.4公司全体董事出席董事会会议。 1.5本半年度报告未经审计。 1.6董事会决议通过的本报告期利润分配预案或公积金转增股本预案 公司存托凭证简况 □适用 √不适用 联系人和联系方式 ■ 无 1.7是否存在公司治理特殊安排等重要事项 □适用 √不适用 第二节 公司基本情况 2.1公司简介 公司股票简况 ■ 2.2主要财务数据 单位：元 币种：人民币 ■ 2.3前10名股东持股情况表 单位：股 ■ ...

证券日报网讯 8月22日晚间，金宏气体发布公告称，公司第六届董事会第十次会议审议通过了《2025年 度"提质增效重回报"专项行动方案半年度评估报告》等多项议案。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 8月22日晚间，金宏气体发布公告称，2025年半年度公司实现营业收入1，313，941， 438.74元，同比增长6.65%；归属于上市公司股东的净利润为82，201，292.87元，同比下降48.65%。 ...

Core Viewpoint - Jin Hong Gas (688106) reported a revenue of 1.314 billion yuan for the first half of 2025, reflecting a year-on-year growth of 6.65%, while the net profit attributable to shareholders decreased by 48.65% to 82.2013 million yuan [1] Financial Performance - The company achieved an operating income of 1.314 billion yuan, which is a 6.65% increase compared to the previous year [1] - The net profit attributable to shareholders was 82.2013 million yuan, showing a significant decline of 48.65% year-on-year [1] - Basic earnings per share were reported at 0.17 yuan [1] Market Strategy - In response to a complex and changing market environment, the company actively expanded its market presence, resulting in a continuous and rapid increase in sales [1] - The company faced intensified market competition, which led to a decline in the selling prices of some products and a decrease in overall gross profit margin compared to the same period last year [1] Investment and Asset Management - The company is strategically increasing capital expenditures and enhancing research and development investments despite the challenging market conditions [1] - There was a decline in asset disposal income compared to the same period last year [1]

Core Insights - The company reported a total revenue of 806 million yuan for the first half of 2025, representing a year-on-year increase of 4.36% [1] - The net profit attributable to shareholders reached 49.17 million yuan, up 12.43% year-on-year [1] - The second quarter alone saw a revenue of 451 million yuan, an increase of 8.71% year-on-year, with net profit soaring by 76.67% to 23.98 million yuan [1] Financial Performance - Gross margin improved to 20.59%, up 7.35% year-on-year, while net margin increased to 6.3%, a rise of 11.21% [1] - Total operating expenses (sales, management, and financial expenses) amounted to 110 million yuan, accounting for 13.62% of revenue, which is a 23.99% increase year-on-year [1] - Earnings per share (EPS) rose to 0.23 yuan, reflecting a 9.52% increase compared to the previous year [1] Balance Sheet Changes - Cash and cash equivalents increased by 43.26% to 479 million yuan, attributed to an increase in margin deposits [3] - Accounts receivable rose by 15.95% to 290 million yuan, driven by increased sales revenue [3] - Interest-bearing liabilities grew by 22.64% to 3.695 billion yuan, indicating a rise in short-term borrowing to support business development [3] Cash Flow Analysis - Operating cash flow saw a significant increase of 311.89%, primarily due to an increase in VAT refunds [4] - Investment cash flow improved by 62.32% as cash outflows for construction projects decreased significantly [4] - Financing cash flow decreased by 76.8%, reflecting a reduction in debt financing as per the company's funding strategy [4] Business Model and Investment Returns - The company's return on invested capital (ROIC) was reported at 4.56%, indicating a relatively weak capital return [5] - Historical data shows a median ROIC of 9.14% since the company went public, suggesting potential for better investment returns [5] - The business model relies heavily on capital expenditure and marketing, necessitating careful evaluation of capital projects and spending [5]

Meeting Overview - The company will hold its first extraordinary general meeting of shareholders for 2025 on August 15, 2025, at 10:00 AM [2] - Shareholders can vote either in person or through an online voting system provided by the Shenzhen Stock Exchange [2] Attendance and Voting - A total of 631 shareholders attended the meeting, representing 335,149,500 shares, which is 48.1988% of the total shares with voting rights [2] - Among the attendees, 3 shareholders voted in person, representing 263,849,173 shares (37.9449% of total voting rights) [3] - 628 shareholders voted online, representing 71,300,327 shares (10.2539% of total voting rights) [3] - Small shareholders accounted for 626 attendees, representing 6,281,734 shares (0.9034% of total voting rights) [3] Proposal Review and Voting Results - The overall voting results showed that 334,993,800 shares (99.9535%) were in favor of the proposals, while 106,300 shares (0.0317%) opposed, and a small fraction abstained [3] - For small shareholders, 6,126,034 shares (1.6922%) were in favor, with 49,400 shares abstaining [3] Legal Opinion - The legal opinion from Hunan Qiyuan Law Firm confirmed that the meeting's convening and procedures complied with relevant laws and regulations, ensuring the legality of the meeting and voting results [6]