湖南凯美特气体股份有限公司 专项报告 根据《上市公司募集资金监管规则》和《深圳证券交易所上市公司自律监管指 引第1号——主板上市公司规范运作》及相关格式指引等有关规定，湖南凯美特气体 股份有限公司（以下简称"公司"或"本公司"）现将2025年半年度募集资金存放与 使用情况说明如下： 一、募集资金基本情况 （一）实际募集资金金额、资金到位时间 根据中国证券监督管理委员会出具的《关于同意湖南凯美特气体股份有限公司 向特定对象发行股票注册的批复》（证监许可〔2023〕800号），公司于2023年7月向 特定对象发行人民币普通股（A股）71,647,901股，本公司共募集资金总额70,000.00万 元，扣除承销保荐费及其他发行费用682.11万元后，募集资金净额69,317.89万元。 上述资金已于2023年7月18日全部到账，致同会计师事务所（特殊普通合伙）出 具致同验字（2023）第420C000348号《验资报告》验证。 （二）以前年度已使用金额、2025年半年度使用金额及当前余额 截至2024年12月31日，本公司募集资金累计投入募投项目30,701.57万元，尚未使 用的金额为39,797.40万元（其中 ...

Core Viewpoint - The peroxide industry in China has shown stable growth, driven by increasing demand from downstream sectors such as chemicals, plastics, rubber, and textiles, with the market size expected to reach 14.152 billion RMB in 2024 [1][9]. Industry Definition and Classification - Peroxides are compounds containing peroxide groups (-O-O-), characterized by their ability to form covalent bonds with other atoms or groups, leading to diverse structures and properties [2]. Industry Chain Overview - The peroxide industry chain includes upstream raw material supply, midstream production, and downstream applications. Upstream involves basic chemical raw materials like hydrogen and oxygen, while midstream focuses on the production processes. Downstream applications span various sectors, including chemical reactions, textile bleaching, and environmental treatment [4][5]. Development History - The Chinese peroxide industry has evolved over 70 years, transitioning from reliance on imports to developing a domestic production system. The industry has moved from a growth phase to an innovation stage, emphasizing technological advancements and integration into emerging sectors [6][9]. Current Market Analysis - The global peroxide market is projected to reach 40.757 billion RMB in 2024, with significant growth in the Asia-Pacific region, particularly in China, which is a major consumer and producer [8][9]. China's peroxide demand is expected to reach 1.15 million tons in 2024, reflecting a 6.8% year-on-year increase [12]. Key Enterprises in the Industry - Major players include: - **LUXI Chemical**: Dominates the industrial-grade hydrogen peroxide market with a focus on low-cost production [16]. - **Strong Functional Chemicals**: Specializes in organic peroxides, leveraging safety control technologies [16]. - **Yake Technology**: Focuses on electronic-grade hydrogen peroxide, achieving a purity of ≥99.999% [18]. - **Aladdin Biochemical**: Serves the research market with high-purity peroxide products [16]. - **Satellite Chemical**: Expands into hydrogen peroxide production using by-products from ethylene projects [16]. Future Development Trends - The industry is moving towards high-end products, driven by increasing performance requirements in sectors like electronics and pharmaceuticals [20]. - There is a strong emphasis on green and environmentally friendly production methods, with a focus on reducing pollution and developing biodegradable products [21]. - Strict safety regulations are shaping the industry, necessitating enhanced safety measures and management practices [22].