工业气体行业周度跟踪(8月第1周)：液氧周均价环比持续上涨；盈德、金宏获取供气长协订单

国泰海通证券2025-08-10

本报告导读：数据端看，2025 年8 月第1 周液氧周均价环比上涨；稀有气体周均价低位持续震荡，周度工业气体开工负荷率环比略降；事件端看，盈德气体、金宏气体获取供气长协订单，杭氧股份拟加大氢能布局。投资要点：投资建议。价格端看，液氧周均价环比持续上涨；稀有气体周均价低位持续震荡。负荷率端看，中国工业气体周度开工负荷率环比略下降至69.70%；事件端看，盈德气体、金宏气体获取供气长协订单，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2558689525?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-08-10 00:00","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2558689525","market":"sh","top_or_hot":-1,"title":"工业气体行业周度跟踪(8月第1周)：液氧周均价环比持续上涨；盈德、金宏获取供气长协订单","media":"国泰海通证券","content":"<div>\n<p>本报告导读：数据端看，2025 年8 月第1 周液氧周均价环比上涨；稀有气体周均价低位持续震荡，周度工业气体开工负荷率环比略降；事件端看，盈德气体、金宏气体获取供气长协订单，杭氧股份拟加大氢能布局。投资要点：投资建议。价 格端看， 液氧周均价环比持续上涨；稀有气体周均价低位持续震荡。负荷率端看，中国工业气体周度开工负荷率环比略下降至69.70%；事件端看，盈德气体、金宏气体获取供气长协订单，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250810195519a48010d0&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>工业气体行业周度跟踪(8月第1周)：液氧周均价环比持续上涨；盈德、金宏获取供气长协订单</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n工业气体行业周度跟踪(8月第1周)：液氧周均价环比持续上涨；盈德、金宏获取供气长协订单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-10 00:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250810195519a48010d0&s=b><strong>国泰海通证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本报告导读：数据端看，2025 年8 月第1 周液氧周均价环比上涨；稀有气体周均价低位持续震荡，周度工业气体开工负荷率环比略降；事件端看，盈德气体、金宏气体获取供气长协订单，杭氧股份拟加大氢能布局。投资要点：投资建议。价 格端看， 液氧周均价环比持续上涨；稀有气体周均价低位持续震荡。负荷率端看，中国工业气体周度开工负荷率环比略下降至69.70%；事件端看，盈德气体、金宏气体获取供气长协订单，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250810195519a48010d0&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0229","symbol_name":"化学制品","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250810195519a48010d0&s=b","article_id":"2558689525","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250810195519a48010d0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2558689525","pubTimestamp":1754755200,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"负荷率端看，中国工业气体周度开工负荷率环比略下降至69.70%；事件端看，盈德气体、金宏气体获取供气长协订单，杭氧股份拟加大氢能布局。液氧周均价环比持续上涨；稀有气体周均价低位持续震荡。宏观经济和市场需求波动风险；稀有气体产能快速释放带来价格下行风险；工业经济复苏不及预期；气体行业供给过剩等风险。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"688106":"金宏气体","BK0229":"化学制品"},"translate_title":"Weekly tracking of industrial gas industry (the first week of August): the weekly average price of liquid oxygen continues to rise month-on-month; Yingde and Jinhong obtain long-term gas supply agreement orders","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"688106":0.9},"content_text":"本报告导读：数据端看，2025 年8 月第1 周液氧周均价环比上涨；稀有气体周均价低位持续震荡，周度工业气体开工负荷率环比略降；事件端看，盈德气体、金宏气体获取供气长协订单，杭氧股份拟加大氢能布局。投资要点：投资建议。价 格端看， 液氧周均价环比持续上涨；稀有气体周均价低位持续震荡。负荷率端看，中国工业气体周度开工负荷率环比略下降至69.70%；事件端看，盈德气体、金宏气体获取供气长协订单，杭氧股份拟加大氢能布局。推荐标的为杭氧股份、陕鼓动力，相关标的为正帆科技、中船特气。液氧周均价环比持续上涨；稀有气体周均价低位持续震荡。根据卓创资讯工业气体官网微信公众号，截至2025 年8 月7 日，气体周度价格情况如下：1）液态气：①液氧：均价484 元/吨，环比涨4.31%，同比涨8.00%；②液氮：均价457 元/吨，环比跌0.95%，同比跌6.90%；③液氩：均价602 元/吨，环比涨0.50%，同比跌11.73%。2）稀有气：①管束高纯氦气：均价85.50 元/立方米，环比跌0.34%，同比跌15.71%；②氙气：均价24500 元/立方米，环比跌2.28%，同比跌27.94%；③氪气：均价240 元/立方米，环比持平，同比跌31.43%；④氖气：均价110 元/立方米，环比持平，同比跌12.00%。中国工业气体周度开工负荷率环比下降。根据卓创数据，截至2025年8 月6 日，中国工业气体周度开工负荷率69.70%，环比-0.37pp。重要事件回顾：1）盈德气体：根据盈德气体官方微信公众号，盈德气体与国能包头煤化工续签供气协议，自2009 年合作以来，盈德气体为国能包头煤制烯烃国家级示范项目配套建设4 套60000 Nm3/h空分装置；2）金宏气体：根据金宏气体官方微信公众号，金宏气体与靖江特钢签署长期气体供应合同；3）杭氧股份：根据杭氧集团官方微信公众号，杭氧拟与龙泽能源、上海氢枫共同投资设立氢能合资公司，将投资建设一套氢气产能为2825Nm3/h 的焦炉煤气制氢装置和充装装置，生产并销售高纯氢及燃料电池汽车用氢产品，杭氧股份将持有合资公司51%的股份。风险提示。宏观经济和市场需求波动风险；稀有气体产能快速释放带来价格下行风险；工业经济复苏不及预期；气体行业供给过剩等风险。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2558689525","isCrawlerRequest":true}