KAIMEITE GASES(SZ:002549)2022-11-21 05:34Group 1: Company Overview - Hunan Kaimeite Gases Co., Ltd. focuses on recycling and utilizing petrochemical tail gas and torch gas, contributing to energy conservation and emission reduction [1] - The company has been listed for 11 years and aims to provide continuous dividends to shareholders [1] - Kaimeite has established 8 subsidiaries mainly in southern China, with a focus on stable upstream gas sources for sustainable development [1] Group 2: Product Range and Market Position - The company offers a diverse range of products including carbon dioxide, combustible gas, hydrogen, dry ice, and electronic specialty gases [2] - Electronic specialty gases are crucial for semiconductor manufacturing, with high purity and precise mixing requirements [2] - Kaimeite aims to create a closed-loop capability in the electronic specialty gas industry, covering raw material ownership, production, purification, and testing [2] Group 3: Industry Challenges and Strategic Responses - The electronic specialty gas market in China heavily relies on imports, highlighting the need for domestic production capabilities [2] - The company has been recognized as a "little giant" enterprise and has received quality awards, indicating its commitment to high standards [1] - The geopolitical situation, particularly between Russia and Ukraine, is expected to drive up prices for rare gases like xenon [2]