Jing Ji Guan Cha Wang
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中科环保多项业务进展引关注,机构调研聚焦战略与分红
Jing Ji Guan Cha Wang· 2026-02-13 05:25
Core Viewpoint - Zhongke Environmental Protection (301175) is actively expanding its business in commercial aerospace collaboration, overseas market development, new project launches, technological innovation, and institutional attention [1] Business Progress - The company's subsidiary, Mianyang Zhongke, signed a cooperation framework agreement with Sichuan Xingji Hongluo Aerospace Power Co., Ltd. to collaborate on green low-carbon energy applications, specifically in the area of biogas production from kitchen waste to support aerospace power [2] Project Advancement - The company has signed a memorandum of cooperation for a municipal solid waste incineration power generation project with the governments of Uzbekistan's Andijan and Yangiyul cities. It has also been shortlisted as a supplier for environmentally friendly waste-to-energy projects in Indonesia, with plans to promote equipment sales and heavy asset investments in Southeast Asia and Central Asia. The Yuxi project is set to commence operations in May 2025, with other ongoing projects expected to be operational in 2026 and subsequent years. Through acquisitions of projects in Jinzhou and Guigang, the company's total capacity will increase to 20,900 tons per day [3] Product Development Progress - The company's self-developed "multi-effect integrated flue gas purification technology for waste incineration" has been included in the "National Encouraged Major Environmental Protection Technology Equipment Catalog (2025 Edition)," which can reduce operating costs and enhance emission standards, and has been demonstrated in some projects [4] Institutional Perspectives - Recent research by institutions such as Caixin Securities and Xinhua Fund has focused on the company's "green energy optimization" strategy and its expansion in heating services. Over the past 90 days, some institutions have given an upgrade rating [5] Company Status - A specific shareholder, Fucheng Haifutong Asset Management, plans to reduce its holdings in November 2025. Additionally, the company has committed to a cash dividend ratio of no less than 60% of net profit attributable to the parent company from 2024 to 2028, with an interim dividend already implemented in the first half of 2025 [6]
坚朗五金新增充电桩概念,股价近期波动显著
Jing Ji Guan Cha Wang· 2026-02-13 05:25
Group 1 - The core viewpoint of the article is that Jianlang Hardware (002791) has introduced a new "charging pile" concept through a joint venture with its affiliate, Daor Intelligent Control, to develop smart charging solutions [1] - As of February 10, 2026, the number of shareholders for the company reached 33,909 [1] - The company has mentioned diversification efforts in areas such as photovoltaic brackets and Xiong'an New Area business, although no significant new developments have been disclosed [1] Group 2 - In the recent trading period from February 9 to 13, 2026, Jianlang Hardware's stock price exhibited significant volatility, closing at 25.94 yuan on February 9, with a peak intraday price of 25.53 yuan on February 11, followed by a decline to 24.63 yuan on February 12 [2] - The stock price decreased by 5.24% to 24.21 yuan as of February 13, with a trading volume reduced to 1.01 billion yuan [2] - The financial data indicates short-term divergence in capital flow, with the technical analysis showing the stock approaching a resistance level of 24.73 yuan, necessitating attention to potential breakout situations [2]
安记食品股价连续下跌,主力资金持续净流出
Jing Ji Guan Cha Wang· 2026-02-13 05:25
以上内容基于公开资料整理,不构成投资建议。 安记食品近期股价波动显著,资金面承压。根据最新行情(2026年2月12日收盘),股价报18.74元,单日 下跌2.60%,近5日累计跌幅达12.27%。资金流向方面,2月12日主力资金净流出1490.84万元,占成交额 8.23%,游资资金净流出1713.38万元;2月11日主力资金净流出931.33万元,占成交额3.83%。融资融券 余额降至1.06亿元(2月12日数据),融资净偿还335.92万元,显示短期杠杆资金谨慎。板块方面,食品饮 料板块同期下跌1.30%,调味发酵品Ⅱ板块下跌0.93%,个股表现弱于行业大盘。 经济观察网安记食品(603696)近期股价连续下跌,资金面呈现主力净流出态势。近7天(2026年2月6日 至2月13日),股价累计下跌约4.8%,市场关注点集中在短期交易动态和资金流向变化上。 股票近期走势 ...
成都高速双流机场高速收费期届满将停止收费
Jing Ji Guan Cha Wang· 2026-02-13 05:25
成都双流机场高速2024年通行费收入为1.06亿元,公司公告指出其收费期限届满不会对公司业绩产生重 要影响。 业绩经营情况 经济观察网成都高速控股子公司投资的成都双流机场高速公路收费期限将于2025年12月26日届满,届时 将停止收费。根据相关法规,收费公路在约定期限届满后应当停止收费,这是一种依法依规的操作。 以上内容基于公开资料整理,不构成投资建议。 ...
大豪科技四名股东拟2026年减持,预计套现约7.83亿元
Jing Ji Guan Cha Wang· 2026-02-13 05:23
以上内容基于公开资料整理,不构成投资建议。 公司在此前的互动平台回应中称,目前经营一切正常,股东减持系个人行为,与公司基本面无关。此 外,大豪科技2025年前三季度业绩表现亮眼(如营收22.28亿元、同比增长16.43%),但此为历史数据,不 构成未来事件。 经济观察网大豪科技(603025)公告,股东吴海宏、谭庆、孙雪理、赵玉岭因个人资产配置需要,拟自 2026年3月6日起至2026年6月5日,通过集中竞价交易方式分别减持不超过公司总股本的1%(即每人不超 过约1116.65万股)。减持价格将按实施时的市场价格确定,若期间公司有股份变动事项,减持数量可能 调整。以2026年2月3日收盘价17.54元/股计算,如全部实施,预计累计套现约7.83亿元。公告显示,四 名股东无一致行动人关系,且减持计划可能因市场情况等因素存在不确定性。 股价异动原因 ...
北自科技拟1.4亿收购穗柯智能,强化智能物流装备自产能力
Jing Ji Guan Cha Wang· 2026-02-13 05:21
Group 1 - The core point of the article is that Beizhi Technology plans to acquire 100% equity of Suzhou Suike Intelligent Technology Co., Ltd. to enhance its core equipment production capacity, which may impact the company's future business development [1] Group 2 - The acquisition deal is valued at 140 million yuan, with 80% paid in shares and 20% in cash. The target company specializes in intelligent logistics equipment and has over 20 years of R&D experience and 35 patents [2] - After the acquisition, Beizhi Technology plans to integrate the Suike Intelligent team into its new factory in Huzhou to quickly establish in-house production capacity for stackers, reducing procurement costs, which are approximately 100-200 million yuan annually, accounting for 10%-15% of system costs [2] - The target company has committed to a cumulative net profit of no less than 45.6033 million yuan from 2025 to 2027, and both companies' customer resources will complement each other in the fields of chemical fiber and new energy [2] Group 3 - Other potential points of interest include the company's substantial order backlog, which stood at 5.266 billion yuan as of June 2025, and the capacity release of the Huzhou intelligent logistics equipment project, although detailed progress information will depend on the latest announcements [3]
华图山鼎业绩预增超4倍,因信披违规收监管警示函
Jing Ji Guan Cha Wang· 2026-02-13 05:21
Core Viewpoint - The company expects significant growth in net profit by 2025, driven by industry demand and internal reforms, while facing regulatory scrutiny for delayed disclosures of related party transactions [1] Performance Overview - The company forecasts a net profit attributable to shareholders of between 280 million to 420 million yuan for 2025, representing a year-on-year increase of 428.38% to 692.57% - The expected non-recurring net profit ranges from 258 million to 387 million yuan, indicating a growth of 955.37% to 1483.06% - Growth is primarily attributed to strong demand in the examination training industry and innovations in products and regional operational reforms, with non-degree training business projected to achieve a median net profit of 380 million yuan, a year-on-year increase of approximately 396% [2] Regulatory Situation - On February 9, 2026, the Sichuan Securities Regulatory Bureau issued a corrective administrative measure against the company for failing to timely review and disclose financial assistance and related party transactions, resulting in a warning letter to Chairman Wu Zhengao and other responsible parties - Specific issues include providing financial assistance of 39.29 million yuan to related parties and failing to disclose related transactions of 29.58 million yuan in a timely manner, which may impact the company's governance transparency [3] Shareholder Pledge - On February 11, 2026, it was announced that 1.76 million shares held by the controlling shareholder Tianjin Huatu Hongyang Enterprise Management Co., Ltd. have been unfrozen, potentially alleviating market concerns regarding control stability - However, the actual controller Yi Dinghong previously faced high levels of pledged and judicially frozen shares, indicating ongoing control risks [4] Business Development - In December 2025, the company signed a strategic cooperation agreement with Fenbi Co., Ltd., involving equity cooperation, technology development, and channel integration to enhance the implementation of AI education and training products - In January 2026, the company held a press conference on AI transformation, emphasizing progress made in foundational tools in 2025, with future collaborations expected to yield synergistic business effects [5] Company Status - The company's performance in 2025 has met the trigger value for the first unlocking period of the employee stock ownership plan and restricted stock plan (non-recurring net profit trigger value of 256 million yuan) - The implementation of the incentive plan has resulted in share-based payment expenses of approximately 67.5 million yuan, and the achievement of the 2026 performance target (non-recurring net profit trigger value of 320 million yuan) will be closely monitored [6]
许昌智能股价波动上行,全年业绩预告净利润大幅下滑
Jing Ji Guan Cha Wang· 2026-02-13 05:21
经济观察网 许昌智能(920496)近7天股价呈现波动上行态势,区间涨幅2.56%,振幅4.42%。2月12日 最新收盘价10.43元,单日上涨1.16%,成交金额3602.59万元,换手率2.37%。融资余额处于近一年高 位。同期电力设备板块上涨4.53%,智能制造指数上涨4.45%,公司股价表现略弱于行业指数。 近期事件 财报分析 近7天内无新财报发布。公司最新财务数据仍基于2025年三季报,前三季度营收4.15亿元(同比 +8.93%),归母净利润2520.50万元(同比+5.69%)。2025年全年业绩预告(1月30日发布)显示净利 润预计850万-1200万元,同比下降71.74%-79.98%,主因电力工程业务收入减少、原材料成本上升及人 才投入增加。 以上内容基于公开资料整理,不构成投资建议。 近期无直接影响许昌智能的重大公司公告或事件。需关注的是,郑州市于2月9日提出推动人工智能与 3D打印融合发展的产业政策,可能间接利好本地智能制造企业,但未具体提及许昌智能。此外,智通 财经2月12日报道全固态电池产业化进展及AI芯片政策,与公司新能源业务存在潜在关联,但未直接涉 及公司动态。 ...
运达科技业绩预增超预期,股价上涨获资金支撑
Jing Ji Guan Cha Wang· 2026-02-13 05:21
行业政策现状 公司主营业务聚焦轨道交通智能系统,受益于国家对基建的持续投入。2025年风机招标价格小幅上升, 叠加轨道交通"由建转维"趋势,为智能运维、智慧车辆段等业务提供增长空间。 公司治理与供应链 经济观察网 运达科技(300440)近期上涨驱动因素分析。根据2025年度业绩预告,公司预计归母净利 润为7809.14万至9273.35万元,同比增长60%-90%;扣非净利润同步增长60%-90%。业绩增长主因是公 司在智慧培训、智能运维等核心业务领域取得突破,项目交付顺利,同时通过降本增效优化运营效率。 这一预告显著超出市场预期,成为股价上涨的核心催化剂。 资金面情况 主力资金持续流入:2026年1月27日业绩预告发布当日,主力资金净流入5245.21万元,近5日累计净流 入3917.03万元。截至2月13日,近20日主力资金净流入2555万元,显示资金对业绩确定性标的的集中布 局。量价配合突破压力位:2月13日股价最高触及16.10元,突破20日布林带上轨(15.77元),当日成交 额1.57亿元,换手率2.27%,量比1.32,技术面呈现多头信号。 监管问题出清:2025年底四川证监局警示函落地,公司 ...
国芳集团关联方财务资助延期,董事会换届完成
Jing Ji Guan Cha Wang· 2026-02-13 05:21
经济观察网国芳集团(601086)近期关联方财务资助延期,并完成董事会换届及高管聘任,同时第三季 度业绩显著增长。 根据中财网的公告,公司于2025年12月19日完成第七届董事会换届选举,并聘任了新一届高级管理人 员,包括总经理、财务总监和董事会秘书等。新董事会任期自2025年12月起三年,可能影响公司未来战 略方向。 最近业绩情况 2025年第三季度报告显示,公司归母净利润同比增长1931.90%,营收保持平稳,反映出短期盈利能力 的改善。但需注意,业绩数据截至2025年9月,后续需关注全年财报的发布。 以上内容基于公开资料整理,不构成投资建议。 关联交易进展 根据中国证券报的报道,国芳集团于2026年1月6日发布公告,公司与关联方甘肃杉杉奥特莱斯购物广场 有限公司签订借款合同,将一笔3000万元财务资助延期至2026年12月31日,年利率定为2.85%。该事项 已通过董事会审议,是公司资金管理的重要动态。 公司高层选举 ...