证券日报网讯联泓新科（003022）9月10日在互动平台回答投资者提问时表示，公司电子级氯化氢、电 子级氯气等高纯电子特气产品已供应台积电、上海新昇等行业领先企业。 ...

Group 1 - The company guarantees that the information disclosed is true, accurate, and complete without any false records, misleading statements, or significant omissions [1][10]. - All directors attended the board meeting that reviewed the report [3]. - The company plans not to distribute cash dividends, issue bonus shares, or increase capital from reserves during the reporting period [4]. Group 2 - The company has not experienced any changes in its controlling shareholder or actual controller during the reporting period [6]. - The company has completed the production of all planned products at the Qianjiang Electronic Specialty Gas Industrial Park, aiming for full production by 2025 [6][7]. - The Yichang Electronic Specialty Gas and Functional Materials Industrial Park is in the trial production phase for several products, with stable operations expected to be achieved this year [7]. Group 3 - The company held its fifth board meeting on August 18, 2025, to discuss various resolutions, including the approval of the 2025 semi-annual report [32][33]. - The board proposed the nomination of Mr. Cao Hongfeng as a candidate for a non-independent director, pending approval from the shareholders' meeting [35]. - The company plans to revise its articles of association and governance systems, including the abolition of the supervisory board, to enhance governance [38][39]. Group 4 - The company will hold its second extraordinary shareholders' meeting on September 5, 2025, to discuss the proposed resolutions [52][58]. - The meeting will allow for both on-site and online voting, with specific timeframes for participation [53][54]. - Shareholders must register by September 4, 2025, to attend the meeting [59].

每经AI快讯，有投资者在投资者互动平台提问：董秘，公司建设高端电子化学品产业园。一期项目于 2024年建成试产，重点生产电子级氯化氢（2500吨/年）、氨气（6000吨/年）、硫酸（15000吨/年）等 超净高纯试剂。这些产品是光刻胶生产中的配套材料是否属实？ 三友化工（600409.SH）7月29日在投资者互动平台表示，目前，公司高端电子化学品项目产品包括电 子级氯化氢、氨气、氨水、硫酸、异丙醇，均属于超净高纯试剂，下游主要应用于集成电路、显示面 板、光伏等行业的刻蚀、抛光、干燥、清洗等工序，并非直接用于合成光刻胶的原料。相关信息请以公 司在指定媒体披露的定期报告和临时公告为准。 （文章来源：每日经济新闻） ...

Group 1 - The company has maintained growth in the production of major gases such as oxygen, nitrogen, and argon, while leveraging resources and technological advantages to innovate and upgrade its supply chain [3] - The company has invested over 3 billion yuan to establish two electronic specialty gas industrial parks in Yichang and Qianjiang, focusing on six business areas including electronic specialty gases and industrial chemicals [3] - As of the first half of the year, the Qianjiang electronic specialty gas industrial park has achieved stable production of high-purity ammonia, hydrogen, and carbon monoxide, with sales of high-purity hydrogen showing growth [3] Group 2 - The Yichang electronic specialty gas and functional materials industrial park has reached stable operation for its main production lines, with all planned products expected to be in stable production by the end of the year [3] - The company anticipates steady growth in operations due to the gradual production ramp-up of the two industrial parks and an increase in industrial gas projects [3] - Investors are encouraged to focus on the company's long-term value as it continues to expand its production capabilities [3]

Group 1 - The core viewpoint of the news is that 弘尚资产 has conducted research on 和远气体, highlighting the company's recent developments in the electronic specialty gas industry and its investment in two major production parks [1] - 和远气体 has maintained growth in the production of major gases like oxygen, nitrogen, and argon, while also leveraging its technological advantages in gas synthesis, separation, and purification [1] - The company has invested over 3 billion yuan to establish the 宜昌 and 潜江 electronic specialty gas industrial parks, which are now entering stable production and increasing output [1] Group 2 - The 潜江 electronic specialty gas park has begun mass production of high-purity ammonia, hydrogen, and carbon monoxide, with high-purity hydrogen sales showing growth [1] - The production of electronic-grade hydrogen chloride, chlorine, and carbonyl sulfide is expected to stabilize in the third quarter, with certification for semiconductor and panel enterprises starting in the fourth quarter [1] - The 宜昌 electronic specialty gas and functional materials park has achieved stable operation of its main production lines, with all planned products expected to be in stable production by the end of the year, contributing to revenue generation in the second half [1]

Group 1: Company Overview and Development - The company has invested over 3 billion CNY to establish two electronic specialty gas industrial parks in Yichang and Qianjiang, focusing on six business directions: electronic specialty gases, electronic chemicals, silicon-based functional materials, bulk gases, industrial chemicals, and waste gas recovery [2] - The company maintains a strong development momentum in bulk gases such as oxygen, nitrogen, and argon, leveraging resources and location advantages from the Yichang and Qianjiang chemical parks [2] Group 2: Production and Market Performance - As of the first half of the year, the Qianjiang electronic specialty gas industrial park has achieved stable production of high-purity ammonia, high-purity hydrogen, and high-purity carbon monoxide, with high-purity hydrogen sales showing growth [2] - The Qianjiang industrial park is expected to reach stable production of electronic-grade hydrogen chloride, chlorine, and carbonyl sulfide in Q3, with certification for semiconductor and panel enterprises starting in Q4 [2] - The Yichang industrial park's main production lines for trichlorosilane, silane, and tetrachlorosilicon have reached stable operation, with all planned products expected to be in stable production by the end of the year [2] Group 3: Future Outlook and Risks - The gradual production ramp-up of the two industrial parks and the increase in industrial gas projects are anticipated to lead to steady growth in the company's operations [2] - Risks include potential delays in project production schedules due to technical complexities and safety audits, as well as market fluctuations affecting product prices [3]

Group 1: Strategic Layout and Industry Advantages - The company builds a full industrial chain circular system based on resources from Yichang and Qianjiang chemical parks, focusing on "electronic specialty gases → electronic chemicals → functional new materials" [2][3] - The regional centralized gas supply and tail gas recovery model reduces customer gas costs, forming a core competitive advantage for park-based enterprises [3] Group 2: Technical Research and Production Capacity - The company possesses core technologies in gas separation, purification, and synthesis, with products benchmarked against international enterprises, covering sectors like semiconductors, photovoltaics, and biomedicine [3] - After reaching full production, the Qianjiang industrial park is expected to generate an annual output value of 1.2-1.5 billion yuan (approximately $170-210 million) from 2025 to 2027, while the Yichang industrial park's first phase is projected to achieve an annual output value of 2.5-4 billion yuan (approximately $350-560 million) from 2025 to 2028 [3] Group 3: Market Expansion and Customer Introduction - The company has completed the introduction of high-purity ammonia products to all major players in the photovoltaic sector by 2024 [3] - A joint venture with Xingfu Electronics has been established to enter the electronic specialty gas market [4] Group 4: Policy and Industry Context - The company aligns with national strategies and is supported by local governments, integrating into the Wuhan "optical core screen terminal network" trillion-level industrial cluster [4] - The industrial gas market in China is growing annually, driven by the demand for electronic specialty gases from the semiconductor and related industries [4] - Multiple financing channels ensure cash flow stability, with the controlling shareholder's private placement project progressing smoothly, aiming to reduce the debt-to-asset ratio to below 70% [4] Group 5: Risk Considerations - Project production schedules may be affected by technical complexity and safety reviews, with potential delays in achieving expected performance in 2024 [4] - The semiconductor certification cycle is lengthy, and there may be delays in capacity release, along with market price fluctuations impacting product pricing [4]

Core Viewpoint - The company, He Yuan Gas, is actively progressing in its production capabilities and has received institutional interest, indicating confidence in its future growth potential [1][7]. Group 1: Production and Capacity - The Qianjiang Electronic Specialty Gas Industrial Park has been operational since 2020, with products like electronic-grade ultra-pure ammonia and hydrogen already in stable production. Other products are expected to achieve stable production and sales in the first half of the year [2]. - The Yichang Electronic Specialty Gas and Functional Materials Industrial Park, established in 2022, is projected to stabilize production of key products like trichlorosilane and silane by mid-2025, with full production expected by the third quarter [2][4]. Group 2: Financial Performance - In Q1 2025, the company reported a main revenue of 355 million yuan, a year-on-year decrease of 0.68%. The net profit attributable to shareholders was approximately 25.2 million yuan, down 16.47%, and the net profit after deducting non-recurring items was about 16.8 million yuan, a decline of 33.01% [7]. Group 3: Strategic Developments - The company is advancing its capital increase project, reflecting the confidence of its actual controller in the company's development, and is progressing as planned [3]. - The local government is supportive of the company's development in the semiconductor materials sector, aligning with the strategic initiatives of the Hubei province [6]. Group 4: Market Outlook - The company has received a recent rating from one institution, indicating a "buy" recommendation, suggesting positive market sentiment [8]. - The latest earnings forecast predicts revenues of 434 million yuan for 2025, with expectations for growth in subsequent years [10].