数据显示，汇添富基金旗下1只基金重仓凯美特气。汇添富中证环境治理指数(LOF)A（501030）三季度 持有股数41.98万股，占基金净值比例为3.88%，位居第二大重仓股。根据测算，今日浮盈赚取约48.28 万元。连续3天上涨期间浮盈赚取55.84万元。 汇添富中证环境治理指数(LOF)A（501030）成立日期2016年12月29日，最新规模1.82亿。今年以来收 益2.13%，同类排名4659/5488；近一年收益26.57%，同类排名3011/4192；成立以来亏损41.5%。 汇添富中证环境治理指数(LOF)A（501030）基金经理为赖中立。 截至发稿，赖中立累计任职时间13年71天，现任基金资产总规模19.3亿元，任职期间最佳基金回报 94.17%， 任职期间最差基金回报-47.54%。 1月7日，凯美特气涨5.16%，截至发稿，报23.45元/股，成交18.02亿元，换手率11.32%，总市值163.06 亿元。凯美特气股价已经连续3天上涨，区间累计涨幅6.34%。 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 ...

Core Viewpoint - The stock of Hunan Kaimete Gas Co., Ltd. has experienced significant fluctuations, with a year-to-date increase of 245.84%, but a recent decline in the last five, twenty, and sixty trading days [1] Group 1: Company Overview - Hunan Kaimete Gas Co., Ltd. was established on June 11, 1991, and went public on February 18, 2011 [2] - The company specializes in the research, production, and sales of dry ice, liquid carbon dioxide, food additive liquid carbon dioxide, nitrogen, and other industrial gases, with its main business revenue composition being: hydrogen 33.46%, carbon dioxide 31.72%, fuel products 28.50%, air separation gases 4.16%, special gases 1.94%, and others 0.21% [2] - The company is classified under the basic chemical industry, specifically in chemical products and other chemical products [2] Group 2: Financial Performance - For the period from January to September 2025, Kaimete Gas achieved operating revenue of 485 million yuan, representing a year-on-year growth of 13.19%, and a net profit attributable to shareholders of 75.4 million yuan, reflecting a substantial increase of 326.54% [2] - The company has distributed a total of 321 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders of Kaimete Gas reached 192,700, an increase of 159.58% compared to the previous period, with an average of 3,592 circulating shares per person, a decrease of 61.48% [2] - Hong Kong Central Clearing Limited is the fourth-largest circulating shareholder, holding 13.35 million shares as a new shareholder [3]

Core Viewpoint - The stock price of Kaimete Gas has experienced significant fluctuations, with a year-to-date increase of 254.49%, but recent trends show a decline over the past 20 and 60 days [2]. Group 1: Stock Performance - As of December 24, Kaimete Gas's stock price dropped by 2.03% to 21.73 CNY per share, with a trading volume of 572 million CNY and a turnover rate of 3.76%, resulting in a total market capitalization of 15.11 billion CNY [1]. - The stock has seen a 7.52% increase over the last five trading days, but a decline of 6.05% over the last 20 days and 13.50% over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Kaimete Gas reported a revenue of 485 million CNY, reflecting a year-on-year growth of 13.19%, while the net profit attributable to shareholders reached 75.4 million CNY, marking a substantial increase of 326.54% [3]. - The company has distributed a total of 321 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [4]. Group 3: Shareholder Information - As of September 30, 2025, Kaimete Gas had 192,700 shareholders, an increase of 159.58% from the previous period, with an average of 3,592 circulating shares per shareholder, down by 61.48% [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 13.35 million shares as a new shareholder [4]. Group 4: Business Overview - Kaimete Gas, established on June 11, 1991, and listed on February 18, 2011, operates in the petrochemical sector, focusing on the research, production, and sales of dry ice, liquid carbon dioxide, food-grade nitrogen, and other industrial gases [2]. - The company's main revenue sources include hydrogen (33.46%), carbon dioxide (31.72%), fuel products (28.50%), air separation gases (4.16%), specialty gases (1.94%), and others (0.21%) [2].

Core Viewpoint - Huada Gas Manufacturing Co., Ltd. (referred to as "Huada Gas") has responded to the first round of inquiry letters from the Beijing Stock Exchange, addressing issues related to operational stability, fair pricing of procurement, customer changes in specific sectors, risks of performance decline, and the rationale behind differences in gross profit margins across sales regions [2]. Group 1: Company Overview - Huada Gas was established in 2014 and primarily engages in the research, production, and sales of liquid carbon dioxide, dry ice, ammonia water, and high-purity hydrogen, as well as the sale of liquid ammonia [5]. - The company plans to raise 265 million yuan through its IPO, which will be used for the expansion of high-purity hydrogen production lines, the construction of a gas research and development center, and to supplement working capital [5]. - The company has five co-controlling shareholders, including Vice Chairman Xu Ming and his son Xu Yixiong, Chairman and President Chen Huanzhong and his children, with the Xu family holding 44.51% and the Chen family holding 37.59% of the shares [5]. Group 2: Management and Governance - In case of disagreements between the Xu and Chen families, Xu Ming's opinions will prevail on matters related to research technology, production processes, safety, environmental protection, and quality management, while Chen Huanzhong's opinions will prevail on other matters [5]. - Chen Huanzhong, born in 1968, holds a college degree and has been involved in various roles within the industry, including serving as the Vice President of the Guangdong Industrial Gas Industry Association since December 2019 [5]. - Xu Ming, aged 71, has a bachelor's degree and has held several engineering and managerial positions in the petrochemical industry since 1977, currently serving as the Chief Engineer of R&D at Huada Gas [6].

Group 1 - The core point of the article highlights the significant increase in the stock price of Kaimete Gas, which rose by 7.04% to 24.17 CNY per share, with a trading volume of 1.88 billion CNY and a turnover rate of 11.67%, resulting in a total market capitalization of 16.807 billion CNY [1] - Kaimete Gas, established on June 11, 1991, and listed on February 18, 2011, is primarily engaged in the research, production, and sales of industrial gases, including dry ice, liquid carbon dioxide, and food additives [1] - The company's main revenue sources are hydrogen (33.46%), carbon dioxide (31.72%), fuel products (28.50%), air separation gases (4.16%), specialty gases (1.94%), and other supplementary products (0.21%) [1] Group 2 - From the perspective of major fund holdings, Kaimete Gas is the second-largest holding in the Huatai-PineBridge Environmental Governance Index Fund (LOF) A, with 419,800 shares, accounting for 3.88% of the fund's net value [2] - The Huatai-PineBridge Environmental Governance Index Fund (LOF) A, established on December 29, 2016, has a current scale of 182 million CNY and has achieved a year-to-date return of 21.49%, ranking 2330 out of 4208 in its category [2] - The fund manager, Lai Zhongli, has a tenure of 13 years and 24 days, with the best fund return during his management being 80.68% and the worst being -47.54% [3]

Core Viewpoint - The stock of Hunan Kaimete Gas Co., Ltd. increased by 5.19% to 22.29 CNY per share, with a trading volume of 825 million CNY and a market capitalization of 15.499 billion CNY as of November 18 [1] Company Overview - Hunan Kaimete Gas Co., Ltd. was established on June 11, 1991, and listed on February 18, 2011. The company is located in the Yuelu District of Yueyang City, Hunan Province [1] - The main business involves the research, production, and sales of dry ice, liquid carbon dioxide, food additive liquid carbon dioxide, food additive nitrogen, and other industrial gases, utilizing petroleum chemical tail gas and torch gas as raw materials [1] - The revenue composition of the company includes: Hydrogen 33.46%, Carbon Dioxide 31.72%, Fuel Products 28.50%, Air Separation Gases 4.16%, Special Gases 1.94%, and Others 0.21% [1] Fund Holdings - According to data, one fund under the management of Jiao Yin Schroder holds a significant position in Kaimete Gas. The Jiao Yin CSI Environmental Governance Index (LOF) A (164908) held 201,100 shares in the third quarter, accounting for 3.85% of the fund's net value, making it the second-largest holding [2] - The fund has a total scale of 116 million CNY and has achieved a return of 24.59% this year, ranking 2177 out of 4212 in its category [2] Fund Manager Performance - The fund manager of Jiao Yin CSI Environmental Governance Index (LOF) A is Shao Wenting, who has been in the position for 4 years and 204 days. The total asset scale of the fund is 13.561 billion CNY [3] - During the manager's tenure, the best fund return was 44.79%, while the worst return was -29.57% [3]

Group 1 - The core point of the news is that Hunan Kaimete Gas Co., Ltd. experienced a stock price increase of 5.16%, reaching 23.45 CNY per share, with a trading volume of 1.509 billion CNY and a turnover rate of 9.68%, resulting in a total market capitalization of 16.306 billion CNY [1] - Kaimete Gas, established on June 11, 1991, and listed on February 18, 2011, specializes in the research, production, and sales of industrial gases, including dry ice, liquid carbon dioxide, and food additives [1] - The company's main revenue sources are hydrogen (33.46%), carbon dioxide (31.72%), fuel products (28.50%), air separation gases (4.16%), special gases (1.94%), and others (0.21%) [1] Group 2 - According to data, the Jiao Yin Schroder Fund has a significant holding in Kaimete Gas, with the Jiao Yin CSI Environmental Governance Index (LOF) A (164908) holding 201,100 shares, accounting for 3.85% of the fund's net value, making it the second-largest holding [2] - The Jiao Yin CSI Environmental Governance Index (LOF) A was established on July 19, 2016, with a current scale of 116 million CNY, achieving a year-to-date return of 25.56% and a one-year return of 16.27% [2] - The fund manager, Shao Wenting, has been in charge for 4 years and 197 days, with the fund's total asset size at 13.561 billion CNY, achieving the best return of 49.92% and the worst return of -29.26% during the tenure [3]

Core Viewpoint - The stock price of Kaimete Gas has shown significant volatility, with a year-to-date increase of 268.35% but a recent decline over the past five and twenty trading days [1] Company Overview - Kaimete Gas, established on June 11, 1991, and listed on February 18, 2011, is located in Yueyang, Hunan Province. The company specializes in the research, production, and sales of industrial gases, including dry ice, liquid carbon dioxide, and food additives [2] - The revenue composition of Kaimete Gas includes hydrogen (33.46%), carbon dioxide (31.72%), fuel products (28.50%), air separation gases (4.16%), specialty gases (1.94%), and others (0.21%) [2] - As of September 30, 2025, Kaimete Gas had 192,700 shareholders, an increase of 159.58% from the previous period, with an average of 3,592 circulating shares per shareholder, a decrease of 61.48% [2] Financial Performance - For the period from January to September 2025, Kaimete Gas achieved a revenue of 485 million yuan, representing a year-on-year growth of 13.19%. The net profit attributable to the parent company was 75.4 million yuan, showing a substantial increase of 326.54% [2] - The company has distributed a total of 321 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3] Market Activity - On November 10, Kaimete Gas's stock price rose by 2.03%, reaching 22.58 yuan per share, with a trading volume of 687 million yuan and a turnover rate of 4.45%, resulting in a total market capitalization of 15.701 billion yuan [1] - The stock has appeared on the daily trading leaderboard 28 times this year, with the most recent appearance on November 3, where it recorded a net buy of -236 million yuan [1]

Core Viewpoint - The stock price of Kaimete Gas has shown significant volatility, with a year-to-date increase of 267.70% but a recent decline of 17.13% over the past five trading days [1] Group 1: Company Overview - Kaimete Gas, established on June 11, 1991, and listed on February 18, 2011, is located in Yueyang, Hunan Province. The company specializes in the research, production, and sales of industrial gases, including dry ice, liquid carbon dioxide, and food additives [2] - The main revenue composition of Kaimete Gas includes hydrogen (33.46%), carbon dioxide (31.72%), fuel products (28.50%), air separation gases (4.16%), special gases (1.94%), and others (0.21%) [2] - As of September 30, 2025, Kaimete Gas had 192,700 shareholders, an increase of 159.58% from the previous period, with an average of 3,592 circulating shares per person, a decrease of 61.48% [2] Group 2: Financial Performance - For the period from January to September 2025, Kaimete Gas achieved an operating income of 485 million yuan, representing a year-on-year growth of 13.19%. The net profit attributable to the parent company was 75.4 million yuan, a significant increase of 326.54% [2] - The company has distributed a total of 321 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3] Group 3: Market Activity - On November 7, Kaimete Gas's stock price rose by 2.08%, reaching 22.54 yuan per share, with a trading volume of 768 million yuan and a turnover rate of 5.00%, resulting in a total market capitalization of 15.673 billion yuan [1] - The stock has appeared on the daily trading leaderboard 28 times this year, with the most recent appearance on November 3, where it recorded a net buy of -236 million yuan [1]

Group 1 - The core point of the article highlights the recent performance of Kaimete Gas, which saw a 5.02% increase in stock price, reaching 26.97 CNY per share, with a trading volume of 1.709 billion CNY and a turnover rate of 9.42%, resulting in a total market capitalization of 18.754 billion CNY [1] - Kaimete Gas, established on June 11, 1991, and listed on February 18, 2011, is primarily engaged in the research, production, and sales of industrial gases, including dry ice, liquid carbon dioxide, and food additives [1] - The company's main revenue sources are hydrogen (33.46%), carbon dioxide (31.72%), fuel products (28.50%), air separation gases (4.16%), special gases (1.94%), and other supplementary products (0.21%) [1] Group 2 - From the perspective of major fund holdings, Kaimete Gas is the second-largest holding in the Huatai-PineBridge Environmental Governance Index Fund (LOF) A, with 419,800 shares, accounting for 3.88% of the fund's net value, resulting in an estimated floating profit of approximately 541,600 CNY [2] - The Huatai-PineBridge Environmental Governance Index Fund (LOF) A was established on December 29, 2016, with a current scale of 182 million CNY, achieving a year-to-date return of 22.99% and a one-year return of 22.84% [2] - The fund manager, Lai Zhongli, has a tenure of 13 years and has managed assets totaling 1.93 billion CNY, with the best fund return during his tenure being 88.53% and the worst being -47.54% [3]