9月4日，和远气体涨5.61%，截至发稿，报27.50元/股，成交3167.46万元，换手率0.73%，总市值58.09 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%。 截至发稿，杨腾累计任职时间3年281天，现任基金资产总规模15.92亿元，任职期间最佳基金回报 20.61%， 任职期间最差基金回报-38.65%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，银华基金旗下1只基金重仓和远气体。银华专精特新量化优选股票发起式A（014668）二季 度持有股数1.71万股 ...

Core Viewpoint - Hubei Heyuan Gas Co., Ltd. is planning to issue A-shares to specific investors in 2024 to raise funds for operational liquidity and debt repayment, amidst increasing competition and financial risks in the industrial gas sector. Group 1: Company Overview - Hubei Heyuan Gas Co., Ltd. was established on November 20, 2003, and is listed on the Shenzhen Stock Exchange under the stock code 002971 [12]. - The company specializes in the production and sales of industrial gases, including electronic specialty gases and functional materials [20][21]. Group 2: Financial Performance - The company's total revenue for the reporting periods was RMB 1,321.61 million, RMB 1,654.56 million, and projected declines in 2024 due to competitive pressures in the liquid ammonia market [3][4]. - As of June 2025, the company's interest-bearing debt reached RMB 3,695.23 million, with liquidity ratios showing a downward trend [2][3]. Group 3: Risks and Challenges - The company faces significant debt repayment risks due to substantial investments in the Yichang Electronic Specialty Gas and Functional Materials Industrial Park and the Qianjiang Electronic Specialty Gas Industrial Park [2]. - There is a risk of increased operational costs and reduced profitability due to the depreciation of fixed assets once construction projects are completed [3]. - The industrial gas sector is experiencing intensified competition from both domestic and international players, which may impact the company's market position [4][20]. Group 4: Share Issuance Details - The company plans to issue shares at a price of RMB 14.98 per share, with adjustments based on any corporate actions such as dividends [4][5]. - The total number of shares to be issued will be determined based on regulatory approvals and market conditions [5][6]. Group 5: Shareholder Structure - As of June 30, 2025, the actual controllers of the company, including Yang Tao and others, collectively hold 32.60% of the shares [14][15]. - The top ten shareholders hold a combined 62.06% of the company's shares, indicating a concentrated ownership structure [14].

Core Viewpoint - Hubei Heyuan Gas Co., Ltd. plans to issue A-shares to specific investors in 2024, with a share price set at 14.98 RMB per share, aimed at raising funds for working capital and debt repayment [2][3][4]. Company Overview - Hubei Heyuan Gas Co., Ltd. was established on November 20, 2003, and is located in Longzhouping Town, Changyang Tujia Autonomous County, Yichang City, Hubei Province [14]. - The company operates in the industrial gas sector, producing and selling various gas products, including electronic specialty gases and general industrial gases [24]. Financial Information - The total registered capital of the company is 208 million RMB [14]. - The company reported revenues of 1.32 billion RMB, 1.65 billion RMB, and 1.87 billion RMB for the years 2022, 2023, and 2024 respectively, indicating a decline in revenue for 2024 due to competitive pressures in the liquid ammonia market [8][24]. Share Issuance Details - The share issuance is subject to approval from the China Securities Regulatory Commission (CSRC) and will be executed based on the final plan approved by the CSRC [2][3]. - The issuance price will be adjusted to 14.88 RMB per share after the ex-dividend date for the 2024 interim profit distribution, which is set at 1.00 RMB per 10 shares [2][3]. Shareholder Structure - As of March 31, 2025, the major shareholders include Yang Tao, Yang Feng, Yang Yongfa, and Feng Jie, collectively holding 32.60% of the company's shares [15][16]. - The company has a commitment from the major shareholders not to reduce their holdings for 36 months following the issuance [4][5]. Industry Context - The industrial gas industry is characterized by increasing competition, with both domestic and foreign companies expanding their market presence [24]. - The industry is regulated by multiple government bodies, and compliance with various safety and quality standards is mandatory for operations [21][22]. - Recent policies from the government have supported the development of the industrial gas sector, particularly in high-tech applications such as semiconductors and renewable energy [24].