请问贵公司在芯片领域贵公司特种气体是否有应用？在集成电路方面贵公司特种气体目前应用前景如 何？ 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 董秘回答(昊华科技SH600378)： 投资者提问： 尊敬的投资者您好，感谢您对公司的关心和支持！公司特种气体产品主要应用于集成电路制造的蚀刻、 清洗、离子注入、化学气相沉积等环节。 随着集成电路国产化替代加速以及国内外集成电路市场规模 扩大，对电子特气需求持续增长，公司电子特气业务有望持续受益。查看更多董秘问答>> ...

投资者提问： 尊敬的投资者，您好！公司持续推进电子特气市场拓展，不断提升在专业电子特种气体领域的核心竞争 力，请您注意投资风险，感谢您的关注！查看更多董秘问答>> 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 董秘您好，我国高端半导体制造领域所需的电子特气常年被日本等国企业垄断，贵公司电子特气产品能 否打破日本企业垄断，实现国产替代？ 董秘回答(凯美特气SZ002549)： ...

Core Viewpoint - The company, Huate Gas (688268.SH), reported improved gross margins in Q3 2025 due to the gradual release of new product capacities and effective transformation of results, which alleviated the pressure from declining prices of traditional products [1] Group 1: Financial Performance - The main business gross margin has further increased, indicating a positive shift in profitability structure [1] - The company has successfully supplied electronic-grade hexafluorobutadiene to leading domestic semiconductor clients, contributing to revenue growth [1] Group 2: Product Development - New products, including bromine hydride, have achieved small sales orders, showcasing ongoing progress in product transformation [1]

Core Viewpoint - The company, Huate Gas, is positioned as a pioneer in the domestic specialty gas industry, successfully breaking into international markets and establishing a collaborative development model between domestic and overseas operations [1] Group 1 - The company exports products to over 50 countries and regions, making it one of the few domestic enterprises capable of bulk and diverse exports [1] - The company aims to leverage its advantages to meet the globalized demand of the industry chain, focusing on integrating product variety, industry chain, and regional aspects [1]

Core Viewpoint - The company is accelerating the transformation and certification process of high-end electronic specialty gases, including silane, hydrogen bromide, and boron trichloride, with sales orders already generated for these new products [1] Group 1 - The company plans to advance the commercialization of silane, hydrogen bromide, and boron trichloride by 2025 [1] - The new products have already resulted in sales orders, indicating successful transformation of research outcomes into marketable products [1]

Core Viewpoint - Huate Gas has successfully produced over 55 types of high-purity specialty gases, achieving domestic import substitution for similar products in China [2] Group 1: Product Development - The company has developed high-purity tetrafluoromethane, high-purity hexafluoroethane, high-purity carbon dioxide, high-purity carbon monoxide, high-purity octafluorocyclobutane, high-purity trifluoromethane, rare mixed photoetching gases, and high-purity perfluorobutylene [2] - The focus is on advanced process application gas materials, high-purity hydrocarbons, and silicon-based precursors for high-end product technology breakthroughs and industrialization [2] Group 2: Market Positioning - The company aims to meet the needs of semiconductor manufacturing at 14nm and below, enhancing its independent R&D capabilities in the high-end electronic specialty gas sector [2] - The development philosophy is centered around "technology-driven enterprise, innovation-driven" [2]

作为A股特种气体龙头，华特气体今年第三季度盈利增长显著提速。 展望半导体材料行业，华特气体高管表示，随着技术的不断进步和市场需求的逐步释放，半导体行业有 望在未来几年继续保持稳健增长，从而带动电子特种气体的需求增长。由于人工智能（AI）半导体的 需求持续推动晶圆消耗，机构数据显示，2025年半导体制造材料市场预计将同比增长近8%，整体半导 体材料市场在2023年至2028年间的年均复合增长率将达到5.6%，并在2028年突破840亿美元。 围绕HBM（高带宽内存），华特气体也开展了布局。 华特气体高管介绍，公司深度布局HBM产业链，积累了众多的优质客户，包括为关键的TSV（硅通 孔）工艺提供先进刻蚀气体。 在10月底机构调研中，华特气体高管介绍，前三季度，公司综合毛利率同比提升约2个百分点，达到 34%。分拆来看，公司特种气体、普通工业气体及设备、工程业务收入分别约占主营业务收入的 65.39%、22.70%和11.90%。其中，特种气体毛利同比提升约2%，约为39%。 后续公司将紧密围绕市场需求，通过开发和新建全产业链项目、深化气源合作等方式向上延伸产业链、 持续海外设点、优化业务模式、升级生产线、开展技术 ...

Group 1 - The core point of the news is the decline in the stock price of China Shipbuilding Special Gas, which fell by 5.03% to 42.12 CNY per share, with a trading volume of 278 million CNY and a turnover rate of 4.48%, resulting in a total market capitalization of 22.299 billion CNY [1] - China Shipbuilding Special Gas, established on December 21, 2016, and listed on April 21, 2023, focuses on the research, production, and sales of electronic special gases and trifluoromethanesulfonic acid series products, with main business revenue composition being 87.89% from electronic special gases, 10.70% from trifluoromethanesulfonic acid series, and 1.41% from other sources [1] Group 2 - From the perspective of major fund holdings, one fund under Great Wall Fund has a significant position in China Shipbuilding Special Gas, with Great Wall Jiurun Mixed A (002512) holding 28,200 shares, accounting for 6.44% of the fund's net value, making it the largest holding [2] - Great Wall Jiurun Mixed A (002512) has a total scale of 18.9091 million CNY and has achieved a return of 28.73% this year, ranking 3335 out of 8140 in its category, with a one-year return of 23.11%, ranking 3228 out of 8056 [2] Group 3 - The fund manager of Great Wall Jiurun Mixed A (002512) is Chen Ziyang, who has been in the position for 2 years and 94 days, managing a total asset scale of 12.7 million CNY, with the best fund return during his tenure being 56.44% and the worst being 28.4% [3]

Group 1 - The core viewpoint of the news is the performance and market position of China Shipbuilding Special Gas Co., Ltd., which saw a stock price increase of 5.01% to 46.99 CNY per share, with a total market capitalization of 24.877 billion CNY [1] - The company specializes in the research, production, and sales of electronic special gases and trifluoromethanesulfonic acid series products, with electronic special gases accounting for 87.89% of its main business revenue [1] - The company was established on December 21, 2016, and went public on April 21, 2023 [1] Group 2 - Longcheng Fund has a significant holding in China Shipbuilding Special Gas, with its Longcheng Jiurun Mixed A Fund (002512) holding 28,200 shares, representing 6.44% of the fund's net value, making it the largest holding [2] - The Longcheng Jiurun Mixed A Fund has achieved a year-to-date return of 25.67% and a one-year return of 24.13%, ranking 3,693 out of 8,148 and 3,360 out of 8,053 respectively in its category [2] - The fund manager, Chen Ziyang, has been in position for 2 years and 87 days, with the best fund return during his tenure being 54.35% [3]

Group 1 - The core viewpoint of the news is the performance and market position of China Shipbuilding Special Gas Co., Ltd., which saw a stock price increase of 5.01% to 46.99 CNY per share, with a total market capitalization of 24.877 billion CNY [1] - The company specializes in the research, production, and sales of electronic special gases and trifluoromethanesulfonic acid series products, with electronic special gases accounting for 87.89% of its main business revenue [1] - The company was established on December 21, 2016, and went public on April 21, 2023 [1] Group 2 - Huatai-PB Fund holds a significant position in China Shipbuilding Special Gas, with its Huatai-PB CSI 1000 Index Enhanced A Fund (019240) owning 99,500 shares, representing 0.93% of the fund's net value [2] - The fund has achieved a year-to-date return of 39.33% and ranks 1237 out of 4216 in its category [2] - The fund was established on September 19, 2023, and has a current scale of 379 million CNY [2] Group 3 - The fund manager of Huatai-PB CSI 1000 Index Enhanced A is Da Huang, who has a tenure of 5 years and 182 days [3] - Under Da Huang's management, the fund has achieved a best return of 72.1% and a worst return of -1.19% [3] - The total asset size of the fund is currently 2.885 billion CNY [3]