Represented by neon and helium have industrial soaring prices semiconductors and electronic information such as emerging industries , special gases have become a hot spot for market layout.
According to incomplete statistics from Securities Times e company reporters, since March this year, 4 of the 12 listed companies in the Wind industrial gas sector have disclosed plans to raise funds and expand production, involving a total amount of over 3.7 billion yuan. In addition, it is not uncommon in recent months to invest in projects with their own funds, and listed companies outside the industrial gas sector have also raised funds to invest in related production capacity.
Industrial gases set off a wave of fundraising expansion
, the largest professional supplier of all-liquid air separation gas in southwest China Ltd. ( 27.50-4.11% , clinic ) successfully landed on the Growth Enterprise Market .
As a comprehensive gas supplier, Qiaoyuan shares plans to raise 1 billion yuan in this listing. Except for 300 million yuan to supplement working capital, most of the remaining funds will be used for supporting industrial gas and 1100TPD nitrogen in Ganmei Industrial Park. Recycling capacity expansion projects such as environmental protection and energy saving technical transformation.
IPOs It is not uncommon for However, under the background of the recent soaring industrial gas prices and the expected improvement in downstream demand, a number of listed companies have intensively launched production capacity expansion plans.
In April 2022, Walter Gas ( 68.45 +0.44% , clinic ) announced a plan for the issuance of convertible bonds , and plans to raise 646 million yuan, of which 383 million yuan will be used for materials construction projects
In March of this year, gas ( 15.57 -2.08% , clinic ) disclosed that it plans to raise no more than 1 billion yuan, and plans to deploy Yizhang Kaimet Special Gas Project and Fujian Kaimet Gas Co., Ltd. 300,000 tons/year (27.5%) high-clean food and electronic-grade hydrogen peroxide projects. Among them, Yizhang Kaimet Special Gas Project initially built 15 sets of electronic special gas and mixed gas production and processing and auxiliary equipment, the products include electronic grade hydrogen chloride, electronic grade hydrogen bromide and other products.
Just in May this year, Hangyang shares ( 32.86 +2.56% , clinic ) also disclosed that it plans to issue convertible bonds to raise 1.137 billion yuan, which is planned to be used for air separation projects with a total of more than 100,000 Nm3/h in Luliang, Quzhou, Guangdong, Jiyuan and other places.
In addition to raising funds to expand production, in March 2022, Gas ( 24.16 -1.99% , clinic ) disclosed that it signed the "Heyuan Gas Electronic Special Gas and Functional Materials Industrial Park Project" with the Management Committee of Yichang High-tech Industrial Development Zone. Sulfur and other resources are used as basic raw materials to create a fluorosilicon electronic special gas, functional silicon polymers, aerogels, rare gases, precursors, and isotopes. The entire industry chain cycle system.
Semiconductor gas has become a hot spot in the layout
In recent years, the application scope of industrial gases has expanded from traditional metallurgy, chemical, military, medical and other industries to emerging industries such as new energy, semiconductors, and electronic information. Among them, electronic gas for semiconductors is a hot spot in the current layout of the industry.
In March 2022, Jinhong Gas ( 19.38 +1.57% , clinic ) on the announcement, it is planned to change one of the 2020 IPO fundraising projects to "Meishan Jinhong Electronic Materials Co., Ltd. high-end electronic special materials project". The new project is the development and production of electronic special materials. After completion, it will form a production scale of 312,000 bottles of electronic gas, 867,000 bottles of bulk gas and 21,000 bottles of low-temperature liquefied gas (Dewar bottled).
Jin Hong Gas said that with the development of semiconductor integrated circuit technology, higher and higher requirements have been placed on the purity and quality of electronic gas. According to the plan, the average annual growth rate of domestic integrated circuit sales will remain at about 20%, and it is expected to reach 870 billion yuan in 2020. If the electronic gas for semiconductors maintains the same steady growth rate, the domestic electronic gas market for semiconductors will double by 2020.
Among the projects that have been intensively funded and put into production recently, Walter Gas, Hangyang Co., Ltd., and Kaimet Gas have all set their sights on the semiconductor market.
Kemet said that electronic special gas is the "blood" of the semiconductor industry. With the rapid expansion of my country's semiconductor and display panel markets, it is of great significance to realize import substitution of upstream raw materials including electronic special gas. The Yizhang Kaimet special gas project raised by the company is conducive to filling the domestic gap in the field of high-end electronic special gases, breaking foreign monopoly and gradually replacing imports.
Walter Gas also admitted that the fundraising project is to deepen the company's business layout in the field of high-end semiconductor materials. The re-expansion of the Jiangxi base marks the company's determination to seize the opportunities of industry development and make adequate preparations for the upcoming wave of wafer expansion; High-end industrial chains such as gels, rare gases, precursors, and isotopes are extended, and they are gradually deployed in the fields of electronic special gases and electronic chemicals.
, which specializes in the production of advanced electronic materials NTU Optoelectronics ( 32.40 +4.08% , clinic ) also announced in March this year that it plans to issue convertible bonds to raise no more than 900 million yuan, of which 500 million yuan will be used for the annual output of 7200T electronic grade nitrogen trifluoride project of Ulanqab Nanda Microelectronics Materials Co., Ltd. According to reports, the fluorine electronic special gas market is still in short supply. With the increasing investment of global wafer manufacturing companies and the continuous expansion of overseas markets, the global market will maintain a growth trend. In the first quarter of this year, the sales revenue and gross profit of fluorine-based electronic special gases increased significantly, making an important contribution to the company's performance.
