格隆汇1月9日丨蜀道装备(300540.SZ)在互动平台表示，公司产品空分装置、火箭推进剂级液态甲烷装 备及氢能业务领域的液氢产品可适配航天场景。 目前，公司正和国内两家航天基地的相关企业开展了 气体设备的供应业务，一是公司交付某合作方的火箭推进剂级液态甲烷生产装置已建设完成，待合作方 其他配套设置建设完成后启动联动调试，该装置可为国内商业航天企业提供服务；二是公司成功获取酒 泉航天产业园配套液体空分装置项目订单，作为园区关键配套装置，设备交付业主方投运后可为航天发 射场稳定长期供应氧气、氮气、氩气等高纯液态、气态产品。 ...

浙商证券研报指出，杭氧股份"周期+成长"兼备，可控核聚变+量子计算+商业航天齐发力。公司基于在 气体设备的积累、切入可控核聚变低温系统（国产替代空间较大），与安徽聚变新能等头部紧密合作， 已连续中标订单，成长空间加速打开，期待未来更多可控核聚变招标订单突破。据10月7日杭氧官方微 信公众号，公司中标某发射场大型液氧球罐建设项目，是继为航天发射场提供液氢储罐后又一次研发建 设核心高精尖低温存储装备。此前在2023年，公司生产的液氧及宇航级氪氙气体为朱雀二号遥二运载火 箭发射提供动力保障。可控核聚变设备/量子计算/商业航天未来市场空间大、打开第二增长极。维持"买 入"评级。 ...

Core Viewpoint - Recently, Tongling Guoyang Gas Equipment Co., Ltd. was established with a registered capital of 5 million RMB, focusing on the manufacturing and sales of gas and liquid separation and purification equipment, as well as various medical and health-related services [1] Company Overview - The company is legally represented by Gao Weidong and has a registered capital of 5 million RMB [1] - The business scope includes the manufacturing and sales of gas and liquid separation and purification equipment, first and second-class medical device sales and rentals, hospital management, and remote health management services [1] Industry Services - The company offers health consulting services (excluding diagnostic services), sales of sanitary products and disposable medical supplies, daily necessities, office supplies, and pre-packaged health food [1] - It is involved in medical research and experimental development, engineering and technology research and experimental development (excluding certain restricted technologies), and information system services [1] Regulatory Compliance - The company is permitted to engage in medical services, third-class medical device operations, food sales, alcoholic beverage operations, and beverage production, subject to relevant approvals [1]

Core Insights - Recently, Fostar (Hunan) Gas Co., Ltd. was established with a registered capital of 30 million RMB, focusing on gas and liquid separation and purification equipment manufacturing, machinery leasing, and energy management services [1] Company Overview - The legal representative of Fostar (Hunan) Gas Co., Ltd. is Jiang Dong [1] - The company is jointly owned by Fostar (603173) through its subsidiary Hangzhou Fostar Gas Energy Co., Ltd. and Changde Tiansheng Electrochemical Co., Ltd. [1]

Core Viewpoint - Hebei Boruida Gas Equipment Co., Ltd. has been established with a registered capital of 3 million RMB, focusing on gas compression machinery manufacturing and related services [1] Company Summary - The legal representative of the newly established company is Li Zhi [1] - The registered capital of the company is 3 million RMB [1] - The company’s business scope includes manufacturing gas compression machinery, gas and liquid separation and purification equipment, and general equipment manufacturing [1] - Additional services offered include technical services, development, consulting, and sales of various mechanical and electrical equipment [1] Industry Summary - The company operates in the gas equipment manufacturing sector, which includes the production of hydrogen refueling and storage facilities [1] - The scope of operations also covers the repair and sales of general and specialized equipment, indicating a broad engagement in the mechanical and electrical sectors [1]

Core Insights - Anhui Guangjing Gas Equipment Co., Ltd. has been established with a registered capital of 5 million RMB [1] Company Overview - The legal representative of the company is Wang Yue [1] - The company’s business scope includes manufacturing gas and liquid separation and purification equipment, providing technical services, and selling various products including chemical products, mechanical equipment, and electronic materials [1] Business Activities - The company is involved in a wide range of activities such as technology development, consulting, and sales of industrial control systems, valves, and special chemical products [1] - It also engages in import and export activities, domestic transportation agency services, and various consulting services [1]

Core Viewpoint - Zhongtai Co., Ltd. (300435) announced on August 28 that the overall price of bulk gases has not changed significantly, and the price of electronic gases has not shown obvious recovery due to insufficient downstream demand [1] Group 1: Gas Prices - The overall change in bulk gas prices is minimal [1] - Electronic gas prices are affected by insufficient downstream demand, showing no significant recovery [1] Group 2: Helium Market - The company has not participated in helium operations but has multiple sets of BOG (Boil-Off Gas) helium extraction devices that have performance potential [1] - If domestic demand is released, it could bring incremental benefits to the company's equipment side [1]