同样订单量明显增长的还有储能领域。近期，多家储能行业上市公司对外公告，手握大笔订单，有望对 未来业绩增长产生较大助益。 以海希通讯为例，公司1月8日晚间披露的投资者关系记录表显示，从公司自身客户分布来看，当前在手 储能订单主要来源于地方国企及优质民营企业客户，客户结构与公司现阶段业务拓展节奏相匹配。自 2025年11月以来，公司陆续斩获多个大额储能订单，这些订单的落地不仅验证了公司储能集成技术的市 场认可度，也为后续业务拓展奠定了坚实基础。此外，公司目前已入围多家央企白名单供应商，正在积 极推进与央企客户的业务对接，有望在电网侧、大型独立储能等高端市场取得积极进展。 海外订单助推业绩增长 多家上市公司在近期发布的2025年业绩预告中表示，海外订单助力业绩大幅增长。 在电子气体、氢能等新兴领域持续深耕的中泰股份预计2025年全年实现归属于上市公司股东的净利润约 为4.2亿元至4.8亿元，上年同期为亏损7796.01万元，实现扭亏为盈。在该报告期内，由于公司制造板块 2025年度海外订单进入发货周期，带动利润大幅增长。 ● 本报记者 董添 "2026年开年，公司半导体装备的订单量延续2025年下半年以来的火爆态势 ...

点击 最 下方 "在看"和" "并分享，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 正文 2026年1月7日， 商务部发布公告对原产于日本的进口 二氯二氢硅 发起反倾销立案调查 ，这一举措不仅是对国内产业公平竞争环境的维护，更凸显了二氯 二氢硅在我国高科技产业链中的战略地位。 从产业意义来看，此次反倾销调查将有效遏制不公平贸易行为，为 国内相关企业的技术研发和产能释放创造有利条件，加速二氯二氢硅的国产化替代进 程， 保障我国半导体、光伏等高端产业的供应链安全。 而对于材料汇粉丝而言， 二氯二氢硅是一种"陌生却关键"的材料，它藏身于芯片、光伏组件等高科技产品的生产链条中， 是众多电子特气中不可缺少的 一种，默默支撑着诸多产业的发展 。 | | 集成电路制造主要工艺环节使用的电子特气 | | --- | --- | | 主要用途 | 主要气体 | | 成膜 | 六氟化钨 (WF6)、四氟化硅 (SiF4)、六氟乙烷 (C2F6)、四氯化钛、乙炔 (C2H2) 、丙烯 (C3H6)、 | | | 氧显混合气 (Ar/O2)、氖代氨 (ND3)、氨气 (NH3)、氦气 (He)、氧化亚氮 (N2O) | ...

Core Viewpoint - The article discusses the competitive landscape of the global electronic gases market, highlighting the dominance of companies from Europe, the United States, and Japan in this sector [3]. Group 1: Major Companies in Europe and the United States - Linde Group (Germany/Ireland) is a leading industrial gas company with a projected revenue of $33 billion for the fiscal year 2024, where electronic gases account for approximately $3 billion, or 9% of its total revenue [6]. - Air Liquide (France) anticipates a revenue of €27.058 billion for the fiscal year 2024, with electronic gases contributing around €2.4 billion, also representing 9% of its total revenue [6]. - Air Products and Chemicals (USA) reported a total revenue of $12.6 billion in 2023, focusing on the sale of industrial gases and specialty gases [6]. - Merck KGaA (Germany) has a strong position in high-purity electronic specialty gases, particularly in the semiconductor processing sector [6]. - Entegris (USA) expects a revenue of $3.2 billion in 2024, with its electronic gas revenue scale unspecified [6]. - Messer Group (Germany) has a projected revenue of €4.5 billion in 2024, with electronic gas revenue details not disclosed [6]. - Solvay (Belgium) is a leading producer of advanced materials and specialty chemicals, including electronic chemicals [6]. - REC Silicon (Norway) is a major producer of high-purity polysilicon and silane gases, with a projected revenue of $140 million in 2024 [6]. Group 2: Major Companies in Japan - Taiyo Nippon Sanso is Japan's largest industrial gas and air separation equipment manufacturer, with a projected revenue of ¥1.31 trillion for the fiscal year 2024 [7]. - Resonac (formerly Showa Denko) has electronic gas products including high-purity gases, with an expected revenue of ¥1.39 trillion in 2024 [7]. - Kanto Denka is a major supplier of fluorinated gases, focusing on semiconductor cleaning and etching processes, with an overall revenue of approximately ¥380 billion in 2023 [7]. - Sumitomo Seika offers a wide range of electronic specialty gases, with a projected revenue of ¥150 billion for the fiscal year 2025 [7]. - Iwatani Corporation specializes in rare gases and semiconductor specialty gases, contributing significantly to the electronic gas market [7]. - Central Glass focuses on high-purity fluorinated gases for semiconductor manufacturing [7]. - ADEKA Corporation has a strong position in high-end fluorinated chemicals and electronic functional materials [7]. - Daikin Industries is a major supplier of fluorinated electronic specialty gases, with significant production capacities [7]. Group 3: Major Companies in South Korea - Daesung Industrial Gases is a key supplier of electronic specialty gases, with a projected revenue of approximately 1.48 trillion KRW (around $1.12 billion) for the fiscal year 2024 [8]. - SK Specialty focuses on semiconductor gases, with major products including trifluorine and hexafluorotungsten, serving major clients like Samsung and SK Hynix [8]. - Wonik Materials is a leading manufacturer of electronic specialty gases, with a focus on ammonia and nitrous oxide [8]. - Foosung specializes in fluorinated electronic gases, particularly hexafluorotungsten and trifluorine [8]. - Hyosung TNC has a strong position in the electronic specialty gas market, particularly in trifluorine [8]. Group 4: Major Companies in China - TEAN is the largest domestic electronic specialty gas company, with a revenue of 1.695 billion CNY in 2024, covering over 80 products [9]. - Yingde Gases is a leading independent industrial gas producer, with a revenue of 16.1 billion CNY in 2021 [9]. - Jiangsu Nanda Optoelectronic Materials is a leading manufacturer of phosphine and arsine, with a revenue of 1.506 billion CNY in 2024 [9]. - Wu Hua Chemical Technology Group is a major supplier of fluorinated electronic gases, with significant production capacities [9]. - Guangdong Huate Gas is a comprehensive service provider of electronic bulk gases, with a projected revenue of 1.84 billion CNY in 2024 [9].

09:28电子气体概念大幅高开，三孚股份、和远气体封涨停，金宏气体、华特气体、硅烷科技、雅克科 技涨幅靠前。 09:25 A股开盘丨指数集体低开 沪指低开0.20%，深成指低开0.42%，创业板指低开0.63%，科创综指低开0.21%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | N/V | 4077.72 | -8.06 | -0.20% | | 399001 | 深证成指 | m | 13971.89 | -58.67 | -0.42% | | 399006 | 创业板指 | MIN | 3308.74 | -20.95 | -0.63% | | 000680 | 科创综指 | NV | 1743.14 | -3.58 | -0.21% | 2026.01.08 本文字数：652，阅读时长大约1分钟 作者 |一财阿驴 09:31创业板指跌超1%，沪指跌0.27%，深成指跌0.72%，券商、保险、零售、CPO等板块跌幅居前，市 场下跌个股超3000只。 09:29脑机接口概 ...

盘面上，有色金属、券商板块跌幅靠前，商业航天概念股回调。 09:31 创业板指跌超1%，沪指跌0.27%，深成指跌0.72%，券商、保险、零售、CPO等板块跌幅居前，市场下跌个股超3000只。 09:29 脑机接口概念继续活跃，普利特、创新医疗均4连板，爱朋医疗、南京熊猫、岩山科技、北陆药业等多股高开。 09:28 电子气体概念大幅高开，三孚股份、和远气体封涨停，金宏气体、华特气体、硅烷科技、雅克科技涨幅靠前。 09:25 A股开盘丨指数集体低开 沪指低开0.20%，深成指低开0.42%，创业板指低开0.63%，科创综指低开0.21%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | NºV | 4077.72 | -8.06 | -0.20% | | 399001 | 深证成指 | Am V | 13971.89 | -58.67 | -0.42% | | 399006 | 创业板指 | ์ | 3308.74 | -20.95 | -0.63% | | 000680 | 科创 ...

Core Viewpoint - The company plans to invest approximately 870 million yuan in a new project to build a production facility for high-purity hydrogen sulfide and other electronic gases, which is expected to significantly enhance its product delivery capabilities and diversify its offerings [1][2]. Financial Status - As of the end of Q3 2025, the company reported cash reserves of 2.954 billion yuan, with no short-term loans and long-term loans amounting to 400 million yuan, indicating a strong financial position [1][2][3]. Project Details - The new project will have an annual production capacity of 3,383 tons of electronic gases, including 3,158 tons of high-purity electronic gases and 225 tons of electronic mixed gases, funded through self-raised capital [2][3]. - The investment will be made in phases according to the project's construction progress, and it is not expected to adversely affect the company's normal operations or financial results in the short term [3]. Revenue Growth - For the first three quarters of 2025, the company achieved a revenue of 1.607 billion yuan, representing a year-on-year growth of 14.9%, with a net profit attributable to shareholders of 245 million yuan, up 3.98% [4]. Production Capacity - By the end of the first half of 2025, the company had an annual production capacity of 18,500 tons of ultra-pure nitrogen trifluoride, ranking first globally, and also had a capacity of 2,000 tons of tungsten hexafluoride, with the largest production base in the world [5]. Research and Development - In the first three quarters of 2025, the company's R&D expenses reached 84.84 million yuan, accounting for approximately 5.3% of its revenue [6]. - The company applied for 61 new patents and obtained 20 new patents, including 12 invention patents and 8 utility model patents, emphasizing its commitment to maintaining technological leadership in the semiconductor materials sector [7].

Investment Overview - The company plans to invest approximately 86,994 million yuan in a project to produce 3,383 tons of high-purity hydrogen sulfide and other electronic gases annually [2][4][33] - The project aims to enhance the company's product variety and overall competitiveness in the domestic electronic gas industry [4][33] - The investment will be made in phases according to the project's construction progress [2][4] Project Details - The project will be located in Feixiang District, Handan City, Hebei Province [7] - It includes the construction of new production workshops, warehouses, and supporting facilities, covering a total area of approximately 12,736 square meters [7] - The project is expected to have a construction period of 36 months, with 18 months allocated for the actual construction [7] Approval Process - The investment was approved during the company's second board meeting on December 9, 2025, and does not require shareholder approval [2][6][33] - The project does not constitute a related party transaction or a major asset restructuring as defined by relevant regulations [2][6] Impact on the Company - Upon completion, the project is expected to significantly enhance the company's delivery capacity and diversify its product offerings, thereby improving customer trust and market competitiveness [9] - The company anticipates that the investment will not adversely affect its normal operations or financial status [9] Financial Aspects - The funding for the project will be sourced from the company's own funds [8] - The company currently maintains a good financial condition, which is expected to support the investment without harming shareholder interests [9]

Core Viewpoint - The company aims to enhance the domestic electronic gas industry chain's high-quality development by constructing a new production facility for electronic gases, which will increase its product variety and overall competitiveness [1] Investment Project - The company plans to invest approximately 870 million yuan (about 87 million USD) in a project located in Handan City, Feixiang District, to produce 3,383 tons of high-purity hydrogen sulfide and other electronic gases annually [1] - The total investment amount will be finalized based on the actual expenditures during the project's construction, with funds allocated in batches according to the project's progress [1] Production Capacity - Upon completion, the project will add a production capacity of 3,383 tons per year for electronic gases, which includes 3,158 tons per year of high-purity electronic gases and 225 tons per year of electronic mixed gases [1]

Core Viewpoint - The company is investing in a project to enhance the domestic electronic gas industry chain, aiming to diversify its product offerings and improve overall competitiveness [1] Group 1: Project Details - The company plans to construct a project in Handan City, Feixiang District, with an annual production capacity of 3,383 tons of high-purity hydrogen sulfide and other electronic gases [1] - The total estimated investment for the project is approximately 870 million yuan, with the final investment amount to be determined based on actual construction expenditures [1] - The project will be implemented in phases according to the construction progress [1] Group 2: Production Capacity - The new project will add a production capacity of 3,383 tons per year for electronic gases, which includes 3,158 tons per year of high-purity electronic gases and 225 tons per year of electronic mixed gases [1]

Core Viewpoint - The company, China Shipbuilding Special Gas (688146.SH), announced plans to construct a project in Handan City, Feixiang District, aimed at enhancing the domestic electronic gas industry chain and increasing its product variety and overall competitiveness [1] Investment and Project Details - The total investment for the project is approximately 870 million yuan, with the final investment amount to be determined based on actual construction expenditures [1] - The project will add a production capacity of 3,383 tons per year of electronic gases, which includes 3,158 tons per year of high-purity electronic gas and 225 tons per year of electronic mixed gas [1]