前十大AH股偏离值排行 | 股票名称 | H股(港元) | A股 | 溢价率 | 偏离值↓ | | --- | --- | --- | --- | --- | | 安德利果汁(02218) | 18.860 | 49.1 | 211.82% | 29.36% | | 金力永磁(06680) | 19.600 | 29.14 | 78.06% | 18.33% | | 昭衍新药(06127) | 22.400 | 31.11 | 66.34% | 14.37% | | 农业银行(01288) | 5.390 | 6.71 | 49.17% | 12.67% | | 浙江世宝(01057) | 5.170 | 12.56 | 190.91% | 11.48% | | 北京北辰实业股份(00588) | 0.880 | 1.77 | 140.91% | 7.75% | | 山东墨龙(00568) | 4.650 | 6.71 | 72.90% | 7.59% | | 东江环保(00895) | 2.670 | 4.7 | 110.86% | 6.15% | | 海天味业(03288) | 33.300 | 38.3 ...

Core Insights - The report highlights significant changes in the shareholding ratios of various companies under the Hong Kong Stock Connect program, indicating shifts in investor sentiment and potential investment opportunities. Group 1: Increased Shareholding Ratios - The companies with the largest increases in shareholding ratios include: - Hang Seng China Enterprises (02828) with an increase of 4.29%, reaching a holding ratio of 19.02% [1][2] - Dongjiang Environmental (00895) with an increase of 2.08%, reaching a holding ratio of 42.98% [1][2] - Meizhong Jiahe (02453) with an increase of 2.02%, reaching a holding ratio of 32.46% [1][2] - Over the last five trading days, the top gainers in shareholding ratios were: - Hang Seng China Enterprises (02828) with an increase of 11.75% [5] - Changfei Optical Fiber (06869) with an increase of 7.15%, reaching a holding ratio of 45.78% [5] - Zhengzhou Bank (06196) with an increase of 3.95%, reaching a holding ratio of 51.58% [5] Group 2: Decreased Shareholding Ratios - The companies with the largest decreases in shareholding ratios include: - Shandong Molong (00568) with a decrease of 3.32%, holding 58.15% [3][4] - Kanglong Chemical (03759) with a decrease of 1.21%, holding 54.05% [3][4] - Green Leaf Pharmaceutical (02186) with a decrease of 1.09%, holding 39.33% [3][4] - Over the last five trading days, the top decliners in shareholding ratios were: - Shandong Xinhua Pharmaceutical (00719) with a decrease of 5.14%, holding 42.62% [6] - Guolian Minsheng (01456) with a decrease of 2.30%, holding 52.59% [6] - Dongfang Electric (01072) with a decrease of 2.06%, holding 40.71% [6] Group 3: Long-term Trends - Over the last 20 trading days, the companies with the largest increases in shareholding ratios included: - Hang Seng China Enterprises (02828) with an increase of 18.02%, holding 19.02% [8] - Changfei Optical Fiber (06869) with an increase of 17.40%, holding 45.78% [8] - Junda Co., Ltd. (02865) with an increase of 14.19%, holding 27.55% [8] - The companies with the largest decreases in shareholding ratios over the last 20 trading days included: - Shijiazhuang Octagon (09676) with a decrease of 13.12%, holding 9.51% [9] - Marco Digital Technology (01942) with a decrease of 9.35%, holding 43.30% [9] - Tigermed (03347) with a decrease of 8.65%, holding 58.37% [9]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 東江環保股份有限公司（於中華人民共和國註冊成立之股份有限公司） 呈交日期: 2025年8月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00895 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 200,137,500 RMB | | | 1 RMB | | 200,137,500 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 200,137,500 RMB | | | 1 RMB | | 200,137,500 | | 2. 股份分類 | 普 ...

Core Viewpoint - The participation experience of small shareholders in annual general meetings (AGMs) is increasingly problematic, with many facing barriers to entry and a lack of meaningful engagement during the meetings [1][2][3]. Group 1: Barriers to Participation - Small shareholders often encounter difficulties in registering for AGMs, with issues such as non-functional email addresses and lack of response from company representatives [2]. - Some companies have been reported to deny entry to shareholders based on unregistered attendance, which contradicts regulations that state all registered shareholders have the right to attend [2][3]. - The reluctance of small shareholders to participate is exacerbated by the additional obstacles set by companies, further diminishing their involvement in corporate governance [3]. Group 2: Meeting Procedures and Engagement - Many AGMs are criticized for being poorly organized, with key executives absent and minimal opportunities for shareholder interaction [4][5]. - The recent regulatory changes regarding the attendance of directors and executives at AGMs have not led to improved engagement, as many companies still treat these meetings as mere formalities [4][5]. - Some companies have been found to limit or completely avoid interactive sessions, opting instead for private meetings with shareholders, which undermines the purpose of the AGMs [6][10]. Group 3: Disclosure of Voting Results - There is a notable trend of companies failing to disclose voting results during the AGMs, instead directing shareholders to check announcements later, which violates existing regulations [7][8]. - The practice of not allowing shareholder representatives to participate in the counting and monitoring of votes raises concerns about the transparency and credibility of the voting process [8][9]. Group 4: Recommendations for Improvement - Companies are urged to eliminate barriers to participation and enhance the AGM process to ensure meaningful engagement with all shareholders [9][10]. - Regulatory bodies should enforce compliance with participation rules and address companies that consistently fail to engage small shareholders [9]. - Small shareholders are encouraged to actively exercise their rights and participate in AGMs to ensure their voices are heard [10].

股票代码：002672 股票简称：东江环保 公告编号：2025-33 东江环保股份有限公司 2025 年半年度业绩预告 三、业绩变动原因说明 2025 年上半年，危废行业仍然处于深度调整阶段，市场整体延续激烈竞争 态势，公司无害化、资源化等主营业务利润空间继续承压，导致毛利率仍维持在 较低水平。面对严峻的行业及经营形势，公司锚定"成为中国优秀的综合环境服 务商和中国资源循环产业领军企业"目标愿景，加速布局资源循环利用与综合环 境服务产业，构建再生资源循环利用全产业链，努力打造原创技术策源地和拳头 一、本期业绩预计情况 （一）业绩预告期间：2025 年 1 月 1 日至 2025 年 6 月 30 日 （二）业绩预告情况 预计净利润为负值 | 项 目 | 本报告期 | | | | 上年同期 | | --- | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | 亏损：30,000 - | 万元 | 26,000 | 万元 | 亏损：25,735.73 万元 | | 扣除非经常性损 益后的净利润 | 亏损：32,000 - | 万元 | 28,000 | 万元 | 亏 ...

Summary of Key Points Core Viewpoint - As of July 3, a total of 120 stocks reached their 52-week highs, indicating a strong market performance with notable leaders in the list [1]. Group 1: Top Performers - The top three stocks with the highest increase rates are: - 富誉控股 (Fuyou Holdings) at 90.76%, closing at 0.435 with a peak of 0.475 [1] - 信义能源 (Xinyi Energy) at 65.00%, closing at 1.200 with a peak of 1.980 [1] - 中国三三传媒 (China San San Media) at 42.86%, closing at 1.710 with a peak of 1.900 [1] Group 2: Additional Notable Stocks - Other notable stocks include: - ITE HOLDINGS at 34.21% increase, closing at 0.047 with a peak of 0.051 [1] - 星凯控股 (Xingkai Holdings) at 30.00%, closing at 0.480 with a peak of 0.650 [1] - 北京北辰实业股份 (Beijing Beichen Industrial) at 26.47%, closing at 0.940 with a peak of 1.290 [1] Group 3: Overall Market Trends - The overall trend shows a significant number of stocks achieving new highs, reflecting positive investor sentiment and market conditions [1].

港股环保股午后有所拉升，东江环保（002672）一度涨超30%，顺风清洁能源涨超10%。 ...

Group 1 - The legal opinion letter confirms that the 2024 annual general meeting of Dongjiang Environmental Company was convened and held in accordance with relevant laws and regulations [2][6][12] - The meeting was called by the board of directors based on a resolution from the sixth meeting of the eighth board, with proper notice published on the Hong Kong Stock Exchange and Shenzhen Stock Exchange [2][3] - The meeting took place on June 25, 2025, at the company's headquarters in Shenzhen, utilizing both on-site and online voting methods [3][4] Group 2 - A total of 162 shareholders attended the meeting, representing 453,149,574 shares, which is approximately 41% of the total shares [6][7] - The voting results showed that all proposed resolutions were approved by a majority of the votes cast, with significant support for each resolution [9][10][12] - The legal opinion concludes that the voting procedures and results comply with the Company Law, Securities Law, and the company's articles of association, confirming the legality and validity of the resolutions passed [6][12][13]

Background Information - Dongjiang Environmental Protection Co., Ltd. provided a guarantee for its subsidiary, Mianyang Dongjiang Environmental Technology Co., Ltd., to secure a loan of up to RMB 260 million for the construction and operation of an industrial solid waste disposal center [1][2] - The loan agreement with Postal Savings Bank of China was signed for an amount of RMB 246 million with a term of 9 years [1][2] Guarantee and Counter-Guarantee Situation - Mianyang Dongjiang has faced operational difficulties, leading to an inability to repay the loan, resulting in Dongjiang Environmental fulfilling its guarantee obligations by compensating RMB 1.6118 million in interest payments [2][3] - The company holds a 51% stake in Mianyang Dongjiang, while the other shareholders, Diwos and Xinkeyuan, hold 29.5% and 19.5% respectively [3] Impact on the Company and Future Arrangements - The company has formed a receivable debt from Mianyang Dongjiang due to the guarantee compensation and plans to enhance Mianyang Dongjiang's market operations and reduce costs to improve performance [3][4] - The company has sent a demand letter to the counter-guarantee parties, Diwos and Xinkeyuan, to fulfill their obligations and reserves the right to initiate legal action if necessary [3][4]

Core Viewpoint - The document outlines the comprehensive risk management regulations of Dongjiang Environmental Protection Co., Ltd., aiming to establish a robust risk management system to enhance risk prevention capabilities and promote high-quality development [1][2]. Summary by Sections General Principles - The regulations aim to standardize and strengthen the comprehensive risk management system of the company, ensuring risk control aligns with business development goals [1]. - Risks are categorized into three levels: general risk, significant risk, and major risk [1][2]. - Comprehensive risk management is defined as a process and method to achieve overall risk management objectives through various management activities [2]. Risk Management Objectives - The company aims to control risks within acceptable limits, ensure reliable communication of information, comply with laws and regulations, and establish crisis management plans for major risks [2][3]. Principles of Risk Management - The principles include comprehensive coverage, focus on key areas, dynamic prevention, and cost-effectiveness [3][4]. Organizational Structure - The company establishes a three-line defense system for risk management, involving various departments and a dedicated risk management department [5][6]. - The board of directors is responsible for overseeing the effectiveness of risk management and approving related policies [6][7]. Responsibilities and Culture - The chairman is the primary responsible person for risk management, and all departments are required to integrate risk management into their daily operations [7][8]. - The company emphasizes cultivating a risk management culture and training employees on risk management practices [4][8]. Risk Management Mechanism - The company should establish a comprehensive risk prevention mechanism that integrates risk management with internal control and compliance management [12][13]. - A risk assessment mechanism should be in place for major investment projects, ensuring thorough evaluation and reporting [15][16]. Risk Identification and Assessment - Departments are required to continuously collect and analyze risk information, leading to the establishment of a risk management ledger [24][25]. - Risk assessment involves identifying, analyzing, and evaluating risks based on their likelihood and potential impact [26][27]. Monitoring and Reporting - A risk monitoring system should be established to track key risk indicators and report any anomalies promptly [30][31]. - Departments must develop emergency response plans based on risk monitoring results [32]. Risk Management Strategies - The company should formulate risk management strategies that align with its development goals, including risk acceptance, avoidance, transfer, and control [33][34]. Implementation and Improvement - Risk response plans must be developed and implemented for various risks, ensuring compliance with internal controls [36][37]. - Regular audits and evaluations of the risk management system are necessary to identify deficiencies and improve processes [40][41]. Information Technology and Accountability - The company plans to establish a risk management information platform to enhance monitoring efficiency [43]. - Risk management performance will be included in the company's performance evaluation system, with accountability measures for failures in risk management [44][45].