据证券之星公开数据整理，近期中船特气（688146）发布2025年中报。截至本报告期末，公司营业总收 入10.4亿元，同比上升12.6%，归母净利润1.78亿元，同比下降0.55%。按单季度数据看，第二季度营业 总收入5.24亿元，同比上升8.52%，第二季度归母净利润9116.35万元，同比上升4.68%。本报告期中船 特气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143.19%。 本次财报公布的各项数据指标表现一般。其中，毛利率30.35%，同比减6.7%，净利率17.1%，同比减 11.68%，销售费用、管理费用、财务费用总计9640.75万元，三费占营收比9.27%，同比增2.29%，每股 净资产10.59元，同比增3.96%，每股经营性现金流0.63元，同比减22.22%，每股收益0.34元 | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 9.23亿 | 10.4亿 | 12.60% | | 归母净利润(元) | 1.79亿 | 1.78亿 | -0.55% | | 扣非净利润(元) | ...

Core Viewpoint - The company, China Shipbuilding Special Gas Co., Ltd. (中船特气), reported significant revenue growth for the fiscal year 2024, driven by increased demand in the semiconductor and LCD industries, product diversification, and expansion into domestic and international markets [1][2]. Financial Performance - In 2024, the company achieved a revenue of 1.929 billion yuan, a year-on-year increase of 19.33%, with electronic specialty gases revenue growing by 14.07% and trifluoromethanesulfonic acid series products revenue surging by 106.30% [1][2]. - For the first quarter of 2025, the company reported a revenue of 516 million yuan, reflecting a year-on-year growth of 17.08% [1]. Growth Drivers - Revenue growth in 2024 was attributed to three main factors: recovery in the semiconductor and LCD sectors leading to increased sales volume, expansion of product categories with over 90 products now available, and enhanced market outreach with a significant increase in delivery volumes for 25 products [2]. - The trifluoromethanesulfonic acid series products achieved sales revenue exceeding 200 million yuan, marking a doubling in sales [2]. Technological Innovation - The company made notable advancements in technology, overcoming challenges in six key areas, including electronic specialty gas adsorption distillation technology and isotopic analysis technology, resulting in the development of 27 new products [2][3]. - The company has been actively involved in national technology innovation tasks and has collaborated with various institutions to enhance the electronic specialty gas innovation ecosystem [3]. Research and Development - Research and development (R&D) investment reached 168 million yuan in 2024, an increase of 4.64% from the previous year, representing 8.72% of total revenue [3]. - The company has accumulated 318 authorized patents by the end of 2024, reflecting its commitment to innovation [3].

Group 1 - The first quarterly report for 2025 from the Sci-Tech Innovation Board was released by Xigao Institute, marking it as the first company to disclose such results [2] - Xigao Institute reported a revenue of 207 million yuan for Q1 2025, representing a year-on-year growth of 12.1%, and a net profit of 62.97 million yuan, also up by 12.1% [2] - The overall performance of Sci-Tech Innovation Board companies in Q1 2025 shows positive signals, with 14 companies reporting earnings forecasts, including 9 with expected profit increases and 5 turning losses into profits [2] Group 2 - Linweina, the first chip testing probe company in the A-share market, achieved a revenue increase of 112% in Q1 and turned a profit due to higher sales of high-margin products and expanded sales scale [3] - Tailin Micro, a leader in low-power Bluetooth chips, reported a revenue of 230 million yuan in Q1, with a year-on-year increase of 43% and a net profit increase of approximately 894% [3] - Guanda Special Materials achieved a revenue of 1.12 billion yuan in Q1, with a net profit increase of 1504.79%, driven by strong demand in downstream industries and the effectiveness of its fundraising projects [3][4] Group 3 - Companies like United Imaging and Guoxin Technology are maintaining strong R&D momentum and practical business strategies, with United Imaging reporting over 140 product approvals globally [5] - Guoxin Technology disclosed significant progress in RISC-V architecture development, showcasing its R&D capabilities with successful internal testing of a new high-performance cloud security chip [5] - Zhongchuan Special Gas reported a 142.42% year-on-year increase in new orders for its trifluoromethanesulfonic acid series products in Q1 2025 [5] Group 4 - A total of 33 share repurchase plans have been disclosed on the Sci-Tech Innovation Board in 2025, with a maximum repurchase amount of 3.215 billion yuan [6] - Companies like Daotong Technology and Zhongwulian have announced share repurchase plans, reflecting confidence in their development [6] - Key figures in the integrated circuit and new energy sectors are actively increasing their shareholdings, indicating a commitment to the future value of their companies [6]

Market Performance - Main board leads with significant gains from companies like Kosen Technology (+10.03%), Zhiwei Intelligent (+10.01%), and Huqin Technology (+10.01) [1] - Growth in the ChiNext board is highlighted by Longyang Electronics (+20.01%) and Huibo Yuntong (+19.99%) [1] - The Sci-Tech Innovation board shows strong performance with Fuliwang (+19.99%) and Juxin Technology (+19.99%) [1] - Active sub-industries include SW Consumer Electronics Components and Assembly (+6.32%) and SW Semiconductor Materials (+1.96%) [1] Domestic News - Kossda and Infineon deepen collaboration to enhance power semiconductor solutions for high-frequency UPS systems [1] - TSMC reports March revenue of NT$285.96 billion, a 10% increase quarter-on-quarter and 46.5% year-on-year, with expectations for slight seasonal decline in Q2 [1] - Luxshare Precision denies rumors of plans to build a factory in the U.S. [1] - Beijing has registered 128 generative AI services as of April 10, 2025, with 23 new services added [1] Company Announcements - China Shipbuilding Special Gas reports a 142.42% year-on-year increase in new orders for trifluoromethanesulfonic acid series products in Q1 2025, with the organic silicon industry seeing a 30% rise in new customers [3] - Meixin Sheng anticipates Q1 2025 revenue between CNY 12.3 million and CNY 12.8 million, a year-on-year increase of 30% to 35%, with net profit expected to be between CNY 2 million and CNY 5 million [3] - Allwinner Technology forecasts Q1 2025 net profit between CNY 85 million and CNY 100 million, a year-on-year increase of 73.16% to 103.72% [3] - Feirongda expects Q1 2025 net profit between CNY 55 million and CNY 62 million, a year-on-year increase of 76.69% to 99.18% [3] International News - SEMI projects global semiconductor manufacturing equipment shipments to reach USD 117.1 billion in 2024, a 10% increase from USD 106.3 billion in 2023 [1] - The EU is implementing a plan to build 13 AI super factories, each equipped with over 100,000 high-end AI processors [1] - Google showcases AR glasses integrated with its Gemini AI assistant at TED2025 in Vancouver [1] - Apple reportedly shipped 600 tons of iPhones from India to the U.S., potentially totaling up to 1.5 million units [1]

Group 1 - The core viewpoint of the article highlights that China Shipbuilding Special Gas (中船特气) reported a significant increase in new orders for trifluoromethanesulfonic acid series products, with a year-on-year growth of 142.42% in the first quarter of 2025 [1] - The organic silicon industry saw the largest increase in the number of new customers, with a growth rate of 30% [1]

股票简称：中船特气 股票代码：688146 中船（邯郸）派瑞特种气体股份有限公司 Peric Special Gases Co., Ltd. （河北省邯郸市肥乡区化工工业聚集区纬五路1号） 首次公开发行股票科创板上市公告书 保荐人（主承销商） （北京市朝阳区安立路66号4号楼） 联席主承销商 （广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座） 二〇二三年四月二十日 中船（邯郸）派瑞特种气体股份有限公司 上市公告书 特别提示 中船（邯郸）派瑞特种气体股份有限公司（以下简称"中船特气""发行 人""本公司"或"公司"）股票将于 2023 年 4 月 21 日在上海证券交易所科 创板上市。本公司提醒投资者应充分了解股票市场风险及本公司披露的风险因 素，在新股上市初期切忌盲目跟风"炒新"，应当审慎决策、理性投资。 （三）本公司提醒广大投资者认真阅读刊载于上海证券交易所网站 （http://www.sse.com.cn/）的本公司招股说明书"风险因素"章节的内容，注意 风险，审慎决策，理性投资； （四）本公司提醒广大投资者注意，凡本上市公告书未涉及的有关内容， 请投资者查阅本公司招股说明书全文。 如无特别说 ...