9月19日，联美控股涨5.02%，截至发稿，报7.53元/股，成交1.88亿元，换手率1.13%，总市值170.39亿 元。联美控股股价已经连续3天上涨，区间累计涨幅9.97%。 资料显示，联美量子股份有限公司位于辽宁省沈阳市浑南新区远航中路1号，成立日期1999年1月25日， 上市日期1999年1月28日，公司主营业务涉及清洁供热为主的综合能源服务和高铁数字媒体广告经营业 务。主营业务收入构成为：供暖及蒸汽收入74.62%，广告发布收入15.42%，接网收入4.59%，发电收入 3.60%，工程收入1.16%，其他(补充)0.61%。 从基金十大重仓股角度 数据显示，博道基金旗下1只基金重仓联美控股。博道盛利6个月持有期混合（010404）二季度持有股数 2.48万股，占基金净值比例为0.35%，位居第三大重仓股。根据测算，今日浮盈赚取约8928元。连续3天 上涨期间浮盈赚取1.61万元。 博道盛利6个月持有期混合（010404）成立日期2020年12月24日，最新规模3961.2万。今年以来收益 7.12%，同类排名6227/8172；近一年收益23.84%，同类排名5685/7980；成立以来收益12. ...

9月19日，联美控股盘中上涨2.09%，截至09:49，报7.32元/股，成交7924.96万元，换手率0.49%，总市 值165.64亿元。 资金流向方面，主力资金净流出270.00万元，特大单买入112.35万元，占比1.42%，卖出101.37万元，占 比1.28%；大单买入1109.87万元，占比14.00%，卖出1390.85万元，占比17.55%。 联美控股今年以来股价涨32.30%，近5个交易日涨10.74%，近20日涨13.31%，近60日涨30.02%。 联美控股所属申万行业为：公用事业-电力-热力服务。所属概念板块包括：华为概念、分拆概念、热泵 概念、融资融券、MSCI中国等。 截至6月30日，联美控股股东户数2.34万，较上期减少9.21%；人均流通股96587股，较上期增加 10.14%。2025年1月-6月，联美控股实现营业收入18.98亿元，同比减少2.65%；归母净利润5.25亿元，同 比增长9.87%。 分红方面，联美控股A股上市后累计派现40.44亿元。近三年，累计派现16.34亿元。 责任编辑：小浪快报 资料显示，联美量子股份有限公司位于辽宁省沈阳市浑南新区远航中路1号，成 ...

证券之星消息，9月18日电力板块较上一交易日下跌1.49%，世茂能源领跌。当日上证指数报收于 3831.66，下跌1.15%。深证成指报收于13075.66，下跌1.06%。电力板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600167 | 联美控股 | 7.17 | 7.66% | 51.60万 | | 3.69亿 | | 605011 | 杭州热电 | 22.75 | 2.11% | 13.68万 | | 3.08亿 | | 000539 | 粤电力 A | 4.78 | 1.70% | 59.41万 | | 2.82亿 | | 605580 | 恒盛能源 | 29.10 | 1.68% | 1 11.32万 | | 3.27亿 | | 619109 | 嘉泽新能 | 4.92 | 1.23% | 297.43万 | | 14.48 乙 | | 002256 | 兆新股份 | 3.29 | 1.23% | 234.84万 | | 7.71亿 | | 6 ...

重要内容提示： 本次会议是否有否决议案：无 一、 会议召开和出席情况 (一)股东大会召开的时间：2025 年 9 月 16 日 (二)股东大会召开的地点：辽宁省沈阳市浑南新区远航中路 1 号公司会议室 证券代码：600167 证券简称：联美控股 公告编号：2025-036 联美量子股份有限公司 2025年第二次临时股东会决议公告 本公司董事会及全体董事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、准确性和完整性承担法律责任。 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： | 1、出席会议的股东和代理人人数 | 172 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 1,478,870,018 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | 65.3545 | | 份总数的比例（%） | | (四)表决方式是否符合《公司法》及《公司章程》的规定，大会主持情况等。 公司董事长苏壮强先生主持本次股东会，会议由现场投票和网络投票相结合的方 式进行表决，符合《公司法》及《公司章程》的规定。 (五)公司董事 ...

北京德恒律师事务所 关于联美量子股份有限公司 2025 年第二次临时股东大会的 法律意见 北京市西城区金融街 19 号富凯大厦 B 座 12 层 电话:010-52682888 传真:010-52682999 邮编:100033 北京德恒律师事务所 关于联美量子股份有限公司 2025 年第二次临时股东大会的法律意见 北京德恒律师事务所 关于联美量子股份有限公司 2025 年第二次临时股东大会的 法律意见 德恒 01G20250647 号 致：联美量子股份有限公司 联美量子股份有限公司（以下简称"公司"）2025 年第二次临时股东大会 （以下简称"本次会议"）于 2025 年 9 月 16 日（星期二）召开。北京德恒律师 事务所公司委托，指派李哲律师、王冰律师（以下简称"德恒律师"）出席本次 会议。根据《中华人民共和国公司法》(以下简称"《公司法》")、《中华人民 共和国证券法》（以下简称"《证券法》"）、《上市公司股东会规则》（以下 简称"《股东会规则》"）、《联美量子股份有限公司公司章程》（以下简称"《公 司章程》"）的规定，德恒律师就本次会议的召集、召开程序、现场出席会议人 员资格、表决程序等相关事项进行 ...

Investment Rating - The investment rating for the environmental sector is "Positive" [2] Core Insights - The report highlights the continuous growth of centralized heating area in China, with a total of 11.549 billion square meters in 2023, maintaining a compound annual growth rate (CAGR) of 7.8% from 2010 to 2023 [18] - The report emphasizes the ongoing reform of heating prices, which is expected to trend upwards, potentially improving profitability for heating companies [37] Summary by Sections Market Performance - As of September 12, the environmental sector increased by 1.00%, underperforming the broader market, which rose by 1.52% [4][11] - The water treatment sector saw a rise of 4.31%, while the solid waste management sector showed mixed results with some sub-sectors declining [12] Industry Dynamics - The report discusses the release of the "National Industrial Resource Comprehensive Utilization Advanced Applicable Process Technology Equipment Catalog (2025 Edition)" aimed at promoting industrial solid waste reduction and resource utilization [39] - It also mentions the implementation of policies to integrate artificial intelligence with energy development, focusing on clean energy [40][41] Centralized Heating Analysis - The report details that in 2023, residential heating accounted for 76% of the total heating area, with Shandong province being the largest heating area [18] - The main heating method is combined heat and power (CHP), which constitutes 45% of the heating sources, while coal remains the dominant fuel source [22][24] - The report indicates that heating prices are determined by government regulations, and recent reforms are expected to lead to price increases, enhancing the profitability of heating companies [33][37] Investment Recommendations - The report suggests that the "14th Five-Year Plan" will maintain high demand for energy conservation and environmental protection, with specific recommendations for companies such as Huanlan Environment, Xingrong Environment, and Hongcheng Environment [56]

联美量子股份有限公司 2025 年第二次临时股东大会会议材料 联美量子股份有限公司 2025 年第二次临时股东大会会议材料 2025 年 9 月 16 日 1 联美量子股份有限公司 2025 年第二次临时股东大会会议材料 联美量子股份有限公司 2 一、参加会议人员 1、 主 持 人：董事长 苏壮强 先生 2、 参加人员：股东及授权代表、部分董事、监事 3、 列席人员：律师 2025 年第二次临时股东大会会议议程 联美量子股份有限公司 2025 年第二次临时股东大会会议材料 二、 会议时间及内容 1、股东大会届次：联美量子股份有限公司 2025 年第二次临时股 东大会 2、股东大会的召集人：联美量子股份有限公司董事会 3、投票方式：现场投票与网络投票相结合的方式 4、现场会议召开的日期、时间 现场会议召开时间：2025 年 9 月 16 日下午 14:30 开始； 现场会议召开地点：辽宁省沈阳市浑南新区远航中路 1 号公司会 议室 5、网络投票的系统、起止日期和投票时间 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止日期：2025 年 9 月 16 日-2025 年 9 月 16 日 联美量子股 ...

Core Viewpoint - The company announced an investment of 100 million yuan in Moer Technology through its wholly-owned subsidiary, Lhasa Lianhong Technology Development Co., Ltd [1] Group 1 - The total investment amount is 100 million yuan [1]

Core Viewpoint - 联美控股's H1 2025 financial results show a slight decline in revenue but an increase in net profit, indicating resilience despite challenges in its subsidiary, 兆讯传媒 [1][2] Financial Performance - H1 2025 revenue reached 1.898 billion yuan, down 2.65% year-on-year, while net profit attributable to shareholders was 525 million yuan, up 9.87% year-on-year [1] - Q2 2025 revenue was 200 million yuan, down 14.34% year-on-year and 88.24% quarter-on-quarter, with a net loss of 93.49 million yuan, reflecting a 7.81% decline year-on-year and a 115.13% decline quarter-on-quarter [1] - The company's gross margin improved by 3.8 percentage points year-on-year to 39.2%, driven by lower coal prices reducing operating costs [1] Subsidiary Performance - 兆讯传媒's H1 2025 revenue decreased by 8.81% year-on-year to 293 million yuan, with a net profit of 21.39 million yuan, down 47.7% year-on-year [2] - The decline in 兆讯传媒's net profit was attributed to tightened advertising budgets and upfront costs for new outdoor screen placements [2] - The company continues to strengthen its high-speed rail media network, with 531 signed railway passenger stations and 5030 digital media screens in operation [2] Business Segments - The heating business saw revenue and gross margin increase by 2.1% and 7.6 percentage points year-on-year, respectively, reaching 1.42 billion yuan and 39.0% [1] - Key subsidiaries showed varied performance, with浑南热力, 新北热电, and 国惠新能源 reporting stable revenues and differing net profit growth rates [1] Profit Forecast and Valuation - The company maintains its profit forecast, expecting net profits of 836 million yuan, 930 million yuan, and 1.046 billion yuan for 2025-2027, with corresponding EPS of 0.37, 0.41, and 0.46 yuan [3] - A target PE of 20.7x for 2025 is set, with a target price of 7.66 yuan, reflecting a positive outlook on gross margin trends and growth potential in outdoor advertising [3]

Core Viewpoint - The company reported a slight decline in revenue for the first half of 2025, but showed improvement in net profit and maintained strong financial health [1] Financial Performance - Revenue for H1 2025 was 1.898 billion, a year-on-year decrease of 2.65% [1] - Net profit attributable to shareholders was 0.525 billion, with a year-on-year increase of 9.88% [1] - The company's return on equity (ROE) was 4.75%, up by 0.51 percentage points year-on-year [1] - Gross profit margin improved to 39.22%, an increase of 3.76 percentage points year-on-year [1] - Net profit margin increased to 27.92%, up by 2.77 percentage points [1] - The company's asset-liability ratio decreased to 29.01%, down by 3.56 percentage points year-on-year [1] - Interest-bearing debt ratio was 19.07%, a decrease of 1.73 percentage points year-on-year [1] - The company had cash reserves of 6.75 billion, indicating no debt risk [1] Technological and Management Advancements - The company has developed multiple patented technologies in the thermal supply sector, holding 77 authorized patents, including 18 invention patents [2] - The company is forming proprietary technologies in areas such as thermal network balance and low-grade thermal energy utilization, leading in the domestic market [2] - A digital strategy focusing on operational efficiency and intelligent management has been implemented, enhancing the company's competitive advantage in the clean energy service sector [2] Market Conditions - The market coal prices have been declining, with the Qinhuangdao 5500 kcal thermal coal price at 690 yuan/ton, down by 149 yuan/ton year-on-year [3] - The decrease in coal prices is expected to provide performance elasticity for the company's heating segment [3] Subsidiary Performance - The subsidiary, Zhaoxun Media, faced ongoing performance pressure, with H1 2025 revenue at 0.293 billion, a decline of 8.81% [3] - The net profit for Zhaoxun Media was 0.021 billion, down by 47.75%, primarily due to losses from outdoor naked-eye 3D screens [3]