（文章来源：证券日报） 证券日报网讯 2月6日，华特气体在互动平台回答投资者提问时表示，截至1月31日公司股东人数15188 户。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688268 证券简称：华特气体 公告编号：2026-009 转债代码：118033 转债简称：华特转债 广东华特气体股份有限公司股东减持股份结果暨权益变动触及1%刻度的公告 本公司董事会、全体董事及相关股东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： ● 大股东持有的基本情况 本次减持计划实施前，广东华特气体股份有限公司（以下简称"华特气体"或"公司"）股东厦门华弘多福 投资合伙企业（有限合伙）、厦门华和多福投资合伙企业（有限合伙）、厦门华进多福投资合伙企业 （有限合伙）合计直接持有公司15,613,600股股份，占公司总股本的12.98%，均为无限售条件流通股。 上述股份均为公司首次公开发行前取得的股份，已于2022年12月27日上市流通。 ● 减持计划的实施结果情况 公司于2026年1月12日披露《广东华特气体股份有限公司股东减持股份计划公告》（2026-005），股东 厦门华弘多福投资合伙企业（有限合伙）、厦门华和多福投资合伙企业（有限合伙）、厦门华进多福投 ...

格隆汇2月5日丨华特气体(688268.SH)公布，近日，公司收到股东厦门华弘多福投资合伙企业（有限合 伙）、厦门华和多福投资合伙企业（有限合伙）、厦门华进多福投资合伙企业（有限合伙）的书面通 知，截至2026年2月5日，厦门华弘多福投资合伙企业（有限合伙）、厦门华和多福投资合伙企业（有限 合伙）、厦门华进多福投资合伙企业（有限合伙）通过大宗交易合计减持公司股份239.99万股，占公司 总股本2%，本次减持计划完成。 ...

| 证券代码：688268 | 证券简称：华特气体 | 公告编号：2026-009 | | --- | --- | --- | | 转债代码：118033 | 转债简称：华特转债 | | 广东华特气体股份有限公司 股东减持股份结果暨权益变动触及 1%刻度的公告 本公司董事会、全体董事及相关股东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： 大股东持有的基本情况 本次减持计划实施前，广东华特气体股份有限公司（以下简称"华特气体" 或"公司"）股东厦门华弘多福投资合伙企业（有限合伙）、厦门华和多福投资合 伙企业（有限合伙）、厦门华进多福投资合伙企业（有限合伙）合计直接持有公 司 15,613,600 股股份，占公司总股本的 12.98%，均为无限售条件流通股。 上述股份均为公司首次公开发行前取得的股份，已于 2022 年 12 月 27 日上 市流通。 减持计划的实施结果情况 公司于 2026 年 1 月 12 日披露《广东华特气体股份有限公司股东减持股份计 划公告》（2026-005），股东厦门华弘多福投资合伙企业（有限合伙）、 ...

格隆汇2月5日丨华特气体(688268.SH)公布，近日，公司收到股东厦门华弘多福投资合伙企业（有限合 伙）、厦门华和多福投资合伙企业（有限合伙）、厦门华进多福投资合伙企业（有限合伙）的书面通 知，截至2026年2月5日，厦门华弘多福投资合伙企业（有限合伙）、厦门华和多福投资合伙企业（有限 合伙）、厦门华进多福投资合伙企业（有限合伙）通过大宗交易合计减持公司股份239.99万股，占公司 总股本2%，本次减持计划完成。 ...

Industry Overview - The nitrous oxide (N₂O) industry in China is undergoing a profound transformation characterized by stable overall growth, deep structural adjustments, and strong policy-driven changes. The market size is projected to reach approximately 4.762 billion yuan in 2024, representing a year-on-year growth of 12.87% [1][5]. - N₂O, also known as laughing gas, is a colorless gas with a sweet taste, used in various applications including medical, food, and industrial sectors. It is a potent greenhouse gas with a global warming potential approximately 300 times that of carbon dioxide [2][4]. Industry Chain - The upstream of the N₂O industry includes raw materials such as ammonium nitrate, sulfuric acid, sodium nitrite, and production equipment like reactors and condensers. The midstream involves the production of N₂O, while the downstream applications span semiconductors, medical, food, and industrial sectors [4]. - The price of ammonium nitrate is expected to decrease to 1,780 yuan per ton by the end of 2025, down 24.70% year-on-year, which will positively impact the N₂O industry by expanding profit margins [4]. Market Size - The N₂O industry is experiencing a shift towards high-purity applications, particularly in the semiconductor sector, which demands gases with purity levels reaching 6N. This sector is becoming a core driver for the industry's upward movement along the value chain [5][6]. Key Companies - The industry structure is characterized by a few strong players, with Chongqing Tonghui Gas and Jinhong Gas leading in electronic-grade N₂O production. Jinhong Gas reported a revenue of 2.031 billion yuan in the first three quarters of 2025, a 9.33% increase year-on-year, although its net profit decreased by 44.90% [6][8]. - Chongqing Tonghui Gas has a production capacity of 60,000 tons of electronic-grade N₂O and is involved in various specialty gases for the semiconductor and food industries [6][7]. Industry Development Trends 1. The industry is shifting towards a green circular economy, driven by policies that encourage the recycling of industrial waste gases into high-value resources. This aligns with national goals for carbon reduction and pollution control [8]. 2. High-end applications in the semiconductor and display panel sectors are becoming the main growth engines, with increasing demand for high-purity N₂O products. Companies like Jinhong Gas are successfully penetrating the semiconductor market, reflecting robust downstream demand [9]. 3. Competition in the industry is intensifying, with a focus on technological and scale advantages. Achieving high purity levels (6N and above) requires significant R&D investment, and obtaining certifications from leading semiconductor clients poses additional barriers [10].

Industry Overview - The Chinese tetrafluoromethane (CF₄) industry is currently undergoing a phase of technological upgrades and market expansion, with a projected market size of approximately 2.079 billion yuan in 2024, representing a year-on-year growth of 7.44% [1][7] - The domestic low-temperature distillation-adsorption coupling process is maturing, improving the first-pass yield of 6N-grade products and narrowing the technology gap with international giants to a single purity level, laying a solid foundation for domestic substitution [1][7] - The demand for high-purity CF₄ is rapidly increasing due to the continuous expansion of downstream emerging industries such as semiconductors, photovoltaics, and panels [1][7] Industry Chain - The upstream of the CF₄ industry chain includes raw materials such as hydrofluoric acid, methanol, fluorine gas, carbon sources, and electricity, as well as production equipment like fluorocarbon reactors and distillation towers [4] - The midstream involves the production and manufacturing of CF₄, while the downstream applications are primarily in semiconductor, flat panel display, photovoltaic, and optical fiber manufacturing processes [4] Market Dynamics - The price of hydrofluoric acid, a core raw material for CF₄ production, is expected to reach 11,873 yuan per ton by the end of 2025, reflecting an increase of 8.87% year-on-year, driven by tightening supply and mining policies [5] - The production capacity of integrated circuits in China is projected to reach approximately 484.3 billion pieces by 2025, with a year-on-year growth of 7.28%, which will drive the demand for electronic-grade CF₄ in etching and wafer cleaning processes [7] Key Enterprises - The competitive landscape of the CF₄ industry is characterized by a concentration of leading firms driven by technology, with companies like Kemet, Fujian Del Technology, and Huate Gas rapidly emerging [8] - Huate Gas, established in 1999, has achieved high-purity CF₄ mass production and has been certified by major semiconductor clients, covering top global semiconductor companies [9] - Fujian Yongjing Technology, founded in 2007, focuses on fluorochemical production and has a capacity of 600 tons/year, utilizing advanced purification technologies [10] Future Trends - The growth of the CF₄ industry is primarily driven by the semiconductor and photovoltaic sectors, with increasing purity requirements pushing CF₄ products from mainstream 5N (99.999%) to 6N and beyond [12] - The competition in the industry is shifting towards a concentration of leading firms, with a focus on technological and capital advantages, as smaller firms face significant survival challenges [13] - Environmental regulations are expected to drive technological innovations in the industry, with a focus on green production processes and the development of efficient end-of-pipe treatment and recycling technologies [14]

证券代码：688268 证券简称：华特气体 公告编号：2026-008 转债代码：118033 转债简称：华特转债 广东华特气体股份有限公司2026年第一次临时股东会决议公告 本公司董事会及全体董事保证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： ● 本次会议是否有被否决议案：无 一、会议召开和出席情况 （一）股东会召开的时间：2026年1月29日 （二）股东会召开的地点：广东省佛山市南海区里水镇和顺逢西村文头岭脚东侧广东华特气体股份有限 公司会议室 （三）出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及其持有表决权数量的情 况： ■ （四）表决方式是否符合《公司法》及公司章程的规定，股东会主持情况等。 二、议案审议情况 （一）非累积投票议案 1、议案名称：《关于部分募投项目结项并将节余募集资金永久补充流动资金的议案》 审议结果：通过 表决情况： ■ 本次股东会采用现场投票和网络投票结合的方式召开，会议由董事长石思慧 女士主持，本次会议的召集、召开程序符合《中华人民共和国公司法》《中华人民共和国证券法》《公 司章程》的 ...

中国深圳市福田区益田路 6001 号太平金融大厦 11、12 楼 邮编：518038 股东会法律意见书 致：广东华特气体股份有限公司 广东信达律师事务所（以下简称"信达"）接受广东华特气体股份有限公司 （以下简称"公司"）的委托，指派信达律师出席公司 2026 年第一次临时股东 会（以下简称"本次股东会"），对本次股东会的合法性进行见证，并出具《广 东信达律师事务所关于广东华特气体股份有限公司 2026 年第一次临时股东会的 法律意见书》（以下简称"本法律意见书"）。 11-12/F, TAIPING FINANCE TOWER, YITIAN ROAD 6001, FUTIAN DISTRICT, SHENZHEN, P.R. CHINA 电话(Tel)：(0755)88265288 传真(Fax)：(0755)88265537 电子邮件(E-mail)：info@sundiallawfirm.com 网址(Website)：www.sundiallawfirm.com 广东信达律师事务所 关于广东华特气体股份有限公司 2026 年第一次临时股东会的法律意见书 信达科会字(2026)第 007 号 信达律师 ...

本次会议是否有被否决议案：无 一、 会议召开和出席情况 | 证券代码：688268 | 证券简称：华特气体 | 公告编号：2026-008 | | --- | --- | --- | | 转债代码：118033 | 转债简称：华特转债 | | 广东华特气体股份有限公司 2026年第一次临时股东会决议公告 本公司董事会及全体董事保证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） 股东会召开的时间：2026 年 1 月 29 日 （二） 股东会召开的地点：广东省佛山市南海区里水镇和顺逢西村文头岭脚东 侧广东华特气体股份有限公司会议室 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 121 | | --- | --- | | 普通股股东人数 | 121 | | 2、出席会议的股东所持有的表决权数量 | 53,013,949 | | 普通股股东所持有表决权数量 | 53,013,949 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的 ...