证券日报网12月16日讯金宏气体在12月12日回答调研者提问时表示，2025年前三季度，公司大宗零售业 务营收占比约为44.55%。该业务未来成长空间主要体现在三方面：一是现有江浙沪存量地区市占率仍 有提升空间；二是收并购方面仍有优质业务机会，可推进异地市场复制拓展；三是随着未来经济逐步复 苏，该业务有望释放较大增长弹性。 ...

证券日报网12月16日讯金宏气体在12月12日回答调研者提问时表示，公司已收并购的项目中，江浙沪区 域市场整合度相对较高，业绩稳步提升；湖南区域经合规整合优化和新业务导入，目前已取得良好成 效，2025年前三季度该区域净利润同比增长约130%。 ...

Core Viewpoint - The company is actively seeking high-quality merger and acquisition opportunities, particularly in the specialty gases sector, to expand its product offerings with differentiated projects [1] Group 1 - The company is focusing on specialty gas projects that are distinct from its existing products and services [1]

证券日报网12月16日讯金宏气体在12月12日回答调研者提问时表示，公司部分现场制气项目配置了一定 富余液体产能，可就近销往周边区域，充分发挥与公司大宗零售业务的协同效应。 ...

| 证券代码：688106 | 证券简称：金宏气体 | 公告编号：2025-069 | | --- | --- | --- | | 转债代码：118038 | 转债简称：金宏转债 | | 二、本次可转债回售结果和本次回售对公司的影响 金宏气体股份有限公司 关于"金宏转债"回售结果的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 一、本次可转债回售的公告情况 2025 年 11 月 26 日，金宏气体股份有限公司（以下简称"公司"）在上海 证券交易所网站（www.sse.com.cn）披露了《金宏气体股份有限公司关于"金宏 转债"可选择回售的公告》（公告编号：2025-064），并于 2025 年 11 月 27 日、 2025 年 12 月 4 日及 2025 年 12 月 8 日分别披露了《金宏气体股份有限公司关于 "金宏转债"可选择回售的第一次提示性公告》（公告编号：2025-065）、《金 宏气体股份有限公司关于"金宏转债"可选择回售的第二次提示性公告》（公告 编号：2025-066）、《金宏气 ...

Core Viewpoint - The company has maintained a focus on its core gas business since its listing, executing a strategy of vertical and horizontal development to enhance its core competitiveness [2] Group 1: Company Strategy - The company has implemented share buybacks, cancellations, and cash dividends to convey confidence in its development to the market [2] - The company emphasizes strengthening investor communication to timely convey its value and enhance market recognition [2] Group 2: Future Outlook - The company plans to continue deepening its core business and aims to achieve better performance for a win-win situation with investors in the future [2]

Group 1 - The company has been approved by the China Securities Regulatory Commission to issue 10,160,000 convertible bonds, raising a total of RMB 1,016,000,000, with a net amount of RMB 1,004,159,622.64 after deducting issuance costs [2][4] - The company has established a special account for the management of the raised funds and signed a four-party supervision agreement with the sponsor and the bank [5][8] - The special account is specifically for the "Shandong Ruilin Polymer Air Separation Supply Project" and must not be used for other purposes [8][9] Group 2 - The company held a board meeting on November 7, 2025, to approve changes to the investment scale of the fundraising project and to use surplus funds for loans to a subsidiary [4][5] - The four-party supervision agreement includes provisions for the management and use of the raised funds, ensuring compliance with relevant laws and regulations [8][10] - The agreement stipulates that the sponsor has the right to supervise the use of the funds and must conduct checks every six months [10][12] Group 3 - The company announced a buyback option for the convertible bonds at a price of RMB 100.38 per bond, including accrued interest [16][22] - The buyback period is from December 3 to December 9, 2025, with funds to be disbursed on December 12, 2025 [19][23] - During the buyback period, the convertible bonds will continue to trade but will not be convertible into shares [25]

金宏气体股份有限公司 | 证券代码：688106 | 证券简称：金宏气体 | 公告编号：2025-067 | | --- | --- | --- | | 转债代码：118038 | 转债简称：金宏转债 | | 风险提示：可转债持有人选择回售等同于以人民币 100.38 元/张（含当期利 息）卖出持有的"金宏转债"。截至本公告披露日，"金宏转债"的收盘价高于本 次回售价格，可转债持有人选择回售可能会带来损失，敬请可转债持有人注意风险。 2025 年 11 月 24 日，金宏气体股份有限公司（以下简称"公司"）召开了 2025 年第二次临时股东会和"金宏转债"2025 年第一次债券持有人会议，分别审议通 过了《关于变更募集资金投资项目投资规模并结项暨使用节余募集资金向控股孙公 司借款以实施在建项目的议案》。根据《金宏气体股份有限公司向不特定对象发行 可转换公司债券募集说明书》（以下简称"《募集说明书》"）的约定，"金宏转 债"附加回售条款生效。 现依据《上市公司证券发行注册管理办法》《可转换公司债券管理办法》《上 海证券交易所股票上市规则》和《募集说明书》，就回售有关事项向全体"金宏转 回售价格：100.38 元 ...

| 证券代码：688106 | 证券简称：金宏气体 | 公告编号：2025-068 | | --- | --- | --- | | 转债代码：118038 | 转债简称：金宏转债 | | 金宏气体股份有限公司 关于子公司开立募集资金专户并签订募集资金专户 存储四方监管协议的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、募集资金基本情况 根据中国证券监督管理委员会（以下简称"中国证监会"）出具的《关于同 意金宏气体股份有限公司向不特定对象发行可转换公司债券注册的批复》（证监 许可〔2023〕1319 号），金宏气体股份有限公司（以下简称"公司"）获准向 不特定对象发行可转换公司债券 10,160,000 张，每张债券面值为人民币 100 元， 募集资金总额为人民币 1,016,000,000.00 元，扣除发行费用人民币 11,840,377.36 元后，公司本次募集资金净额为人民币 1,004,159,622.64 元。上述募集资金已于 2025 年 6 月 11 日全部到位，并经容诚会计师事务所（特殊普通合伙 ...

Core Viewpoint - The company announces the second reminder regarding the optional redemption of its convertible bonds, "Jinhong Convertible Bonds," with a redemption price set at 100.38 RMB per bond, including accrued interest [2][3]. Redemption Terms - The redemption price is 100.38 RMB per bond, which includes accrued interest calculated based on a coupon rate of 1.00% for 139 days [5][9]. - The redemption period is from December 3, 2025, to December 9, 2025, during which the convertible bonds will stop being convertible into shares [3][8]. - The company will pay the redemption funds on December 12, 2025 [10]. Redemption Rights - Holders of "Jinhong Convertible Bonds" have the right to redeem all or part of their unconverted bonds, and this redemption is not mandatory [5][6]. - The redemption right can be exercised during the specified redemption period through the Shanghai Stock Exchange trading system [6][8]. Trading During Redemption Period - "Jinhong Convertible Bonds" will continue to trade during the redemption period but will not be convertible into shares [12]. - If the total face value of the convertible bonds falls below 30 million RMB due to redemptions, trading will continue until the end of the redemption period, after which the company will announce the results [12].