Workflow
高纯氩气
icon
Search documents
专注工业气体领域 侨源股份上半年净利润同比增长57.79%
Zheng Quan Ri Bao Wang· 2025-08-27 07:48
数据显示,截至8月27日,6家A股工业气体领域上市公司中已有5家披露了2025年半年度报告。其中,5 家公司上半年营业收入实现正增长,营收增幅超过10%的有3家;2家公司净利润实现正增长,1家公司 实现扭亏为盈。 8月26日晚间,四川侨源气体股份有限公司(以下简称"侨源股份(301286)")发布2025年半年度报 告。上半年公司实现营业收入5.29亿元,同比增长10.43%;实现归属于上市公司股东的净利润(以下简 称"净利润")1.17亿元,同比增长57.79%。 侨源股份自成立以来始终专注于工业气体的生产和销售,现已建立品类齐全、品质优异、布局合理、响 应及时和配送可靠的气体供应和服务网络。公司产品覆盖高纯氧气、高纯氮气、高纯氩气、医用氧气、 食品氮气、工业氧气、二氧化碳、氢气、各类电子气和混合气等多种气体,主要满足冶金、化工、医疗 等传统行业以及新能源、半导体、生物医药等新兴产业对气体的需求。 中国投资协会上市公司投资专业委员会副会长支培元在接受《证券日报》记者采访时表示:"侨源股份 上半年营收净利润实现双增长,且净利润同比增速在工业气体板块中尤为突出,尤其在二季度行业需求 波动的情况下延续了一季度的高 ...
侨源股份拟3亿投建生产基地扩产 产销两旺半年净利最高预增61.26%
Chang Jiang Shang Bao· 2025-08-05 23:49
Core Viewpoint - Qiaoyuan Co., Ltd. (301286.SZ) is enhancing its core business competitiveness by investing 302 million yuan to establish a special gas production base, aiming to upgrade medical gas capacity and enter strategic emerging fields such as semiconductor manufacturing and new displays [1][2][3]. Investment and Project Details - The company signed an investment cooperation agreement with the Chengdu New Materials Industry Functional Zone Management Committee to invest 302 million yuan in a special gas production base [2]. - The project will be implemented in two phases: Phase 1 involves an investment of approximately 152 million yuan to build facilities for producing 20,000 tons/year of electronic-grade and medical-grade carbon dioxide, along with hydrogen recovery and purification [2]. - Phase 2 will require about 150 million yuan to establish additional production lines for electronic-grade medical carbon dioxide and ultra-pure ammonia, pending further agreements [2][3]. Market Position and Business Expansion - Qiaoyuan Co., Ltd. is the largest liquid air separation gas supplier in Southwest China, focusing on the production and sales of industrial gas products [1][6]. - The company aims to enhance its market advantage by increasing its medical gas production capacity to meet the growing demand in biopharmaceuticals and high-end medical devices [2][3]. Financial Performance and Projections - The company forecasts a net profit of 100 million to 120 million yuan for the first half of 2025, representing a year-on-year growth of 34.38% to 61.26% [1][7]. - The expected non-recurring gains will impact net profit by approximately 8.7 million yuan [8]. - The growth in performance is attributed to expanded gas business scale, increased production and sales volume, revenue growth, and improved gross margins [8]. Strategic Acquisitions - In January, the company announced plans to acquire a controlling stake in Deyang Hongchen Chemical Co., Ltd. for no more than 200 million yuan, aiming to expand its product offerings in the carbon dioxide sector [3][4]. - However, the acquisition was terminated due to a lack of consensus among the parties involved, with no party bearing liability for the termination [4].
侨源股份拟超3亿元投建成都生产基地 扩张特种气体产能
Zheng Quan Ri Bao· 2025-08-05 10:09
Core Viewpoint - Sichuan Qiaoyuan Gas Co., Ltd. has signed an investment cooperation agreement to establish a special gas production base in Chengdu, with a total planned investment of 302 million yuan [2] Company Summary - The project will be implemented in two phases, with the first phase involving an investment of approximately 152 million yuan to build production facilities for electronic-grade and medical-grade carbon dioxide, industrial-grade carbon dioxide, and hydrogen recovery and purification [2] - The second phase will invest about 150 million yuan to establish production lines for electronic-grade medical carbon dioxide and ultra-pure ammonia, along with storage and operational facilities for high-end electronic chemicals and special gases [2] - The company specializes in the research, production, sales, and service of high-purity gases, with a comprehensive product range that includes high-purity oxygen, nitrogen, argon, medical oxygen, food nitrogen, industrial oxygen, carbon dioxide, hydrogen, and various electronic gases [2][3] Industry Summary - The demand for special gases is expected to continue rising due to increasing healthcare needs and advancements in biotechnology, as well as the growing demand for high-performance semiconductor devices driven by emerging technologies like 5G and artificial intelligence [3] - The company is well-positioned to benefit from the strong growth in demand for high-quality, high-purity special gases as the industry undergoes technological innovation and upgrades [3] - Financial data indicates that the company achieved a revenue of 256 million yuan in Q1 2025, a year-on-year increase of 10.24%, and a net profit of approximately 55.43 million yuan, a significant increase of 103.62% [3]