华夏行业景气混合A（003567）成立日期2017年2月4日，最新规模72.61亿。今年以来收益59.07%，同 类排名757/8238；近一年收益71.16%，同类排名479/8082；成立以来收益388.19%。 10月9日，和远气体涨5.22%，截至发稿，报37.28元/股，成交8313.31万元，换手率1.43%，总市值78.96 亿元。 资料显示，湖北和远气体股份有限公司位于湖北省宜昌市伍家岗区伍临路33号鑫鼎大厦3楼，成立日期 2003年11月20日，上市日期2020年1月13日，公司主营业务涉及各类气体产品的研发、生产、销售、服 务以及工业尾气回收循环利用。主营业务收入构成为：大宗气体49.40%，工业级化学品30.51%，清洁 能源12.30%，其他项目3.79%，电子特气及电子化学品3.32%，尾气回收0.68%。 从和远气体十大流通股东角度 数据显示，华夏基金旗下1只基金位居和远气体十大流通股东。华夏行业景气混合A（003567）二季度 增持114.23万股，持有股数480.37万股，占流通股的比例为2.98%。根据测算，今日浮盈赚取约888.69万 元。 华夏招鑫鸿瑞混合A（018730 ...

从基金十大重仓股角度 数据显示，鑫元基金旗下1只基金重仓金宏气体。鑫元专精特新混合A（015071）二季度持有股数39万 股，与上期相比持股数量不变，占基金净值比例为6.42%，位居第四大重仓股。根据测算，今日浮盈赚 取约43.68万元。 鑫元专精特新混合A（015071）成立日期2022年6月17日，最新规模9538.68万。今年以来收益25.53%， 同类排名4055/8238；近一年收益25.1%，同类排名3681/8082；成立以来亏损34.85%。 10月9日，金宏气体涨5.67%，截至发稿，报20.88元/股，成交9098.89万元，换手率0.92%，总市值 100.64亿元。 资料显示，金宏气体股份有限公司位于江苏省苏州市相城区黄埭镇潘阳工业园安民路6号，成立日期 1999年10月28日，上市日期2020年6月16日，公司主营业务涉及气体的研发、生产、销售和服务。主营 业务收入构成为：大宗气体41.52%，特种气体31.64%，现场制气及租金12.98%，燃气9.30%，其他(补 充)4.55%。 截至发稿，陆杨累计任职时间2年78天，现任基金资产总规模2.17亿元，任职期间最佳基金回报46.4 ...

9月30日，和远气体盘中下跌2.03%，截至09:53，报35.76元/股，成交6402.03万元，换手率1.10%，总市 值75.74亿元。 资金流向方面，主力资金净流入350.21万元，特大单买入205.77万元，占比3.21%，卖出0.00元，占比 0.00%；大单买入1013.01万元，占比15.82%，卖出868.57万元，占比13.57%。 和远气体今年以来股价涨92.78%，近5个交易日涨13.96%，近20日涨38.02%，近60日涨59.29%。 今年以来和远气体已经1次登上龙虎榜，最近一次登上龙虎榜为9月8日。 和远气体所属申万行业为：基础化工-化学制品-其他化学制品。所属概念板块包括：氢能源、太阳能、 燃料电池、有机硅、特种气体等。 截至9月20日，和远气体股东户数9208.00，较上期增加2.06%；人均流通股17485股，较上期减少 2.02%。2025年1月-6月，和远气体实现营业收入8.06亿元，同比增长4.36%；归母净利润4917.29万元， 同比增长12.43%。 分红方面，和远气体A股上市后累计派现1.06亿元。近三年，累计派现5824.70万元。 机构持仓方面，截止20 ...

Core Viewpoint - The stock of Huan Yuan Gas increased by 5.07% on September 25, reaching a price of 36.27 CNY per share, with a trading volume of 235 million CNY and a turnover rate of 4.13%, resulting in a total market capitalization of 7.661 billion CNY [1] Company Overview - Huan Yuan Gas Co., Ltd. is located in Yichang City, Hubei Province, and was established on November 20, 2003, with its listing date on January 13, 2020. The company specializes in the research, production, sales, and services of various gas products, as well as the recycling and utilization of industrial waste gas [1] - The revenue composition of Huan Yuan Gas includes: bulk gases 49.40%, industrial-grade chemicals 30.51%, clean energy 12.30%, other projects 3.79%, electronic specialty gases and electronic chemicals 3.32%, and waste gas recovery 0.68% [1] Shareholder Information - Among the top ten circulating shareholders of Huan Yuan Gas, one fund from Huaxia Fund, Huaxia Industry Prosperity Mixed Fund (003567), increased its holdings by 1.1423 million shares in the second quarter, holding a total of 4.8037 million shares, which accounts for 2.98% of the circulating shares. The estimated floating profit today is approximately 8.4065 million CNY [2] - Huaxia Industry Prosperity Mixed Fund (003567) was established on February 4, 2017, with a latest scale of 7.261 billion CNY. Year-to-date return is 59.33%, ranking 665 out of 8173 in its category; the one-year return is 105.64%, ranking 433 out of 8003; and since inception, the return is 389% [2] Fund Manager Information - The fund manager of Huaxia Industry Prosperity Mixed Fund (003567) is Zhong Shuai, who has been in the position for 5 years and 61 days. The total asset scale of the fund is 8.253 billion CNY, with the best fund return during his tenure being 181.19% and the worst being 14.47% [3] Fund Holdings - Huaxia Fund's Huaxia Zhao Xin Hong Rui Mixed A Fund (018730) also holds Huan Yuan Gas as a significant position, with 451,100 shares held in the second quarter, accounting for 5.59% of the fund's net value. The estimated floating profit today is approximately 789,400 CNY [4] - Huaxia Zhao Xin Hong Rui Mixed A Fund (018730) was established on January 16, 2024, with a latest scale of 100 million CNY. Year-to-date return is 57.86%, ranking 750 out of 8173 in its category; the one-year return is 121.36%, ranking 271 out of 8003; and since inception, the return is 109.36% [4]

Company Overview - Hubei Heyuan Gas Co., Ltd. is located in Yichang City, Hubei Province, and was established on November 20, 2003. The company went public on January 13, 2020. Its main business includes the research, production, sales, and service of various gas products, as well as the recycling and utilization of industrial waste gas [1]. Business Composition - The revenue composition of the company is as follows: bulk gases account for 49.40%, industrial chemicals 30.51%, clean energy 12.30%, other projects 3.79%, electronic specialty gases and electronic chemicals 3.32%, and waste gas recovery 0.68% [1]. Stock Performance - On September 25, the stock price of Heyuan Gas increased by 5.07%, reaching 36.27 CNY per share, with a trading volume of 235 million CNY and a turnover rate of 4.13%. The total market capitalization is 7.661 billion CNY [1]. Fund Holdings - According to data, one fund under Yinhua Fund holds a significant position in Heyuan Gas. The Yinhua Specialized and New Quantitative Preferred Stock Initiation A (014668) held 17,100 shares in the second quarter, accounting for 0.74% of the fund's net value, making it the second-largest holding. The estimated floating profit for today is approximately 29,900 CNY [2]. Fund Performance - The Yinhua Specialized and New Quantitative Preferred Stock Initiation A (014668) was established on July 20, 2022, with a latest scale of 31.8804 million CNY. Year-to-date, it has achieved a return of 45.34%, ranking 966 out of 4,220 in its category. Over the past year, the return is 95.86%, ranking 582 out of 3,820. Since inception, the return is 42.51% [2]. Fund Management - The fund manager of Yinhua Specialized and New Quantitative Preferred Stock Initiation A (014668) is Yang Teng. As of the report, Yang Teng has been in the position for 3 years and 302 days, with total fund assets of 1.592 billion CNY. The best fund return during his tenure is 24.1%, while the worst is -34.25% [3].

Group 1 - The core viewpoint of the news is the performance and financial metrics of Huan Yuan Gas, which saw a stock price increase of 5.51% to 33.11 CNY per share, with a total market capitalization of 6.994 billion CNY [1] - Huan Yuan Gas, established on November 20, 2003, specializes in the research, production, sales, and service of various gas products, as well as industrial waste gas recovery and recycling [1] - The revenue composition of Huan Yuan Gas includes bulk gases at 49.40%, industrial chemicals at 30.51%, clean energy at 12.30%, other projects at 3.79%, electronic specialty gases and chemicals at 3.32%, and waste gas recovery at 0.68% [1] Group 2 - From the perspective of major shareholders, Huaxia Fund's Huaxia Industry Prosperity Mixed Fund (003567) increased its holdings by 1.1423 million shares, now holding 4.8037 million shares, representing 2.98% of the circulating shares [2] - The Huaxia Industry Prosperity Mixed Fund has achieved a year-to-date return of 56.73% and a one-year return of 109.86%, ranking 715 out of 8173 and 444 out of 7996 respectively [2] - The fund manager, Zhong Shuai, has a tenure of 5 years and 60 days, with the fund's total asset size at 8.253 billion CNY and a best return of 183.13% during his tenure [3] Group 3 - Another fund, Huaxia Zhao Xin Hong Rui Mixed A (018730), holds 451,100 shares of Huan Yuan Gas, accounting for 5.59% of the fund's net value, ranking as the ninth largest holding [4] - This fund has achieved a year-to-date return of 55.11% and a one-year return of 124.6%, ranking 778 out of 8173 and 286 out of 7996 respectively [4] - The fund manager, Zhong Shuai, has the same tenure and asset size as mentioned previously, with a best return of 183.13% during his management [5]

Group 1 - The company positions itself as a comprehensive gas service provider, offering a one-stop gas supply solution for various bulk gases, specialty gases, and fuels [1] - Currently, the company does not engage in the production of photolithography gases, but it will adhere to information disclosure rules if there are future business plans related to this area [1] - Any relevant information will be disclosed in a timely manner according to the company's obligations, and stakeholders are advised to refer to official company announcements for accurate updates [1]

Core Viewpoint - The stock of Huan Yuan Gas has experienced fluctuations, with a year-to-date increase of 67.12%, but a recent decline of 2.21% on September 18, 2023, indicating potential volatility in the market [1]. Company Overview - Huan Yuan Gas, established on November 20, 2003, and listed on January 13, 2020, is located in Yichang, Hubei Province. The company specializes in the research, production, sales, and service of various gas products, as well as the recycling of industrial waste gas [1]. - The company's revenue composition includes bulk gases (49.40%), industrial chemicals (30.51%), clean energy (12.30%), other projects (3.79%), electronic specialty gases and chemicals (3.32%), and waste gas recovery (0.68%) [1]. Financial Performance - For the first half of 2025, Huan Yuan Gas reported a revenue of 806 million yuan, reflecting a year-on-year growth of 4.36%. The net profit attributable to shareholders was 49.17 million yuan, showing a year-on-year increase of 12.43% [2]. - Since its A-share listing, the company has distributed a total of 106 million yuan in dividends, with 58.25 million yuan distributed over the past three years [3]. Shareholder Information - As of September 10, 2023, the number of shareholders for Huan Yuan Gas was 9,022, a decrease of 7.87% from the previous period. The average circulating shares per person increased by 8.55% to 17,845 shares [2]. - As of June 30, 2025, among the top ten circulating shareholders, Huaxia Industry Prosperity Mixed Fund (003567) ranked as the eighth largest, holding 4.80 million shares, an increase of 1.14 million shares compared to the previous period [3].

Company Overview - Huan Yuan Gas is located in Yichang City, Hubei Province, and was established on November 20, 2003. The company was listed on January 13, 2020. Its main business involves the research, production, sales, and service of various gas products, as well as the recycling and utilization of industrial waste gas [1][2]. Financial Performance - For the first half of 2025, Huan Yuan Gas achieved operating revenue of 806 million yuan, representing a year-on-year growth of 4.36%. The net profit attributable to the parent company was 49.17 million yuan, with a year-on-year increase of 12.43% [2]. - Since its A-share listing, Huan Yuan Gas has distributed a total of 106 million yuan in dividends, with 58.25 million yuan distributed over the past three years [3]. Stock Performance - As of September 12, Huan Yuan Gas's stock price decreased by 2.08%, trading at 31.10 yuan per share, with a total market capitalization of 6.569 billion yuan. The stock has increased by 67.65% year-to-date [1]. - The stock has seen a net outflow of 3.0226 million yuan in principal funds, with significant selling pressure observed [1]. Shareholder Information - As of August 30, the number of shareholders for Huan Yuan Gas was 9,793, an increase of 0.61% from the previous period. The average circulating shares per person decreased by 0.60% to 16,440 shares [2]. - As of June 30, 2025, among the top ten circulating shareholders, Huaxia Industry Prosperity Mixed Fund held 4.8037 million shares, an increase of 1.1423 million shares compared to the previous period [3]. Business Segments - The revenue composition of Huan Yuan Gas includes bulk gases (49.40%), industrial-grade chemicals (30.51%), clean energy (12.30%), other projects (3.79%), electronic specialty gases and chemicals (3.32%), and waste gas recovery (0.68%) [1].

Core Viewpoint - The Chinese gas industry has evolved from being dominated by international giants to developing a comprehensive domestic service provider like Jinhong Gas, which has successfully transitioned from basic supply to high-tech specialty gases [4][5]. Industry Overview - The gas industry is characterized as a "three-intensive" industry: technology-intensive, capital-intensive, and management-intensive [5]. - Continuous technological iteration, sufficient funding, and a professional talent pool are essential for the industry's development [5]. Company Development - Jinhong Gas has established a comprehensive platform that integrates technology, scenarios, and services, which is seen as a key driver of its growth potential [5]. - The company has three main business segments: electronic specialty gases, bulk retail, and on-site gas production, which create synergistic effects [6]. - Electronic specialty gases are supplied to leading semiconductor companies, while large on-site gas projects are being rapidly advanced [6]. Competitive Advantage - Jinhong Gas's core competitiveness lies in its "localized service innovation and rapid response" model, which allows for tailored comprehensive gas solutions [7]. - The company has built a complete and efficient gas supply and service network, offering over a hundred products across specialty gases, bulk gases, and fuels [7]. International Expansion - Jinhong Gas has initiated international expansion, establishing an international division in 2023 and exporting products to over 50 countries [7]. - Recent actions include acquiring Singapore's CHEM-GAS and signing its first overseas on-site gas project, indicating early success in international ventures [7]. Future Outlook - The company aims to deepen its focus on specific application scenarios and enhance its capabilities to proactively identify and lead future market demands [8].