格隆汇8月25日丨菲达环保(600526.SH)公布2025年半年度报告，报告期实现营业收入15.9亿元，同比增 长5.13%；归属于上市公司股东的净利润1.27亿元，同比增长8.68%；归属于上市公司股东的扣除非经常 性损益的净利润1.17亿元，同比增长28.04%；基本每股收益0.14元。 ...

公司代码：600526 公司简称：菲达环保 浙江菲达环保科技股份有限公司 2025 年半年度报告 浙江菲达环保科技股份有限公司2025 年半年度报告 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 1 / 180 浙江菲达环保科技股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人吴刚、主管会计工作负责人朱叶梅及会计机构负责人（会计主管人员）杨海杰 声明：保证半年度报告中财务报告的真实、准确、完整。 否 公司董事会未拟定本报告期利润分配预案或公积金转增股本预案。 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告中所涉及的前瞻性陈述不构成对投资者的实质承诺，敬请投资者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真 ...

Market Performance - On August 20, the environmental equipment sector rose by 0.08% compared to the previous trading day, with *ST Jieneng leading the gains [1] - The Shanghai Composite Index closed at 3766.21, up 1.04%, while the Shenzhen Component Index closed at 11926.74, up 0.89% [1] Stock Performance - The top-performing stocks in the environmental equipment sector included: - *ST Jieneng: Closed at 2.83, up 4.81% with a trading volume of 130,400 shares and a turnover of 35.93 million yuan [1] - Chuangyuan Technology: Closed at 12.61, up 3.96% with a trading volume of 306,800 shares and a turnover of 385 million yuan [1] - Henghe Co., Ltd.: Closed at 22.89, up 3.48% with a trading volume of 21,500 shares and a turnover of 48.93 million yuan [1] Capital Flow - The environmental equipment sector experienced a net outflow of 473 million yuan from institutional investors, while retail investors saw a net inflow of 495 million yuan [2] - The capital flow for specific stocks showed: - Juguang Technology: Net outflow of 15.58 million yuan from institutional investors [3] - Guolin Technology: Net inflow of 15.18 million yuan from institutional investors [3] - Longjing Environmental Protection: Net inflow of 13.41 million yuan from institutional investors [3]

Core Viewpoint - The environmental equipment sector experienced a slight increase of 0.36% on August 8, with Longyuan Technology leading the gains, while the overall market indices showed a decline [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 3635.13, down 0.12%, and the Shenzhen Component Index closed at 11128.67, down 0.26% [1]. - Longyuan Technology's stock price rose by 2.07% to 7.90, with a trading volume of 176,800 shares and a transaction value of 139 million yuan [1]. - Other notable performers included Huahong Technology, which increased by 1.98% to 13.94, and Chuangyuan Technology, which rose by 1.97% to 11.91 [1]. Group 2: Stock Performance Summary - The environmental equipment sector saw mixed performances among individual stocks, with some stocks like ST Xianhe and Faer Sheng showing gains of 1.75% and 1.37%, respectively [1]. - Conversely, the sector also had underperformers, such as Guolin Technology, which fell by 4.89% to 15.96, and Meai Technology, which decreased by 2.54% to 46.47 [2]. Group 3: Capital Flow Analysis - The environmental equipment sector experienced a net outflow of 121 million yuan from main funds, while retail investors contributed a net inflow of 112 million yuan [2]. - The sector's capital flow indicates a divergence in investment behavior, with institutional investors pulling back while retail investors increased their participation [2].

Group 1 - The core viewpoint of the article highlights that the Yarlung Tsangpo River downstream hydropower project is a key national energy strategy project [1] - The company, Fida Environmental Protection (600526.SH), has not yet participated in the Yarlung Tsangpo River downstream hydropower project [1] - The company will closely monitor the construction demand of the project [1]

Industry Overview - Flue gas purification equipment is essential for air pollution control, including dust removal, desulfurization, denitrification, and VOCs treatment, widely used in power, metallurgy, and chemical industries [1][2] - The market size of the flue gas purification industry reached 125.8 billion yuan in 2023, expected to grow to 140 billion yuan by 2025, with a compound annual growth rate of 6-8% [1][10] - The industry is undergoing significant transformation, with a shift towards high-efficiency technologies, full industry chain services, and a focus on non-electric sectors [1][10] Technological Development - Major technical routes in China's flue gas purification include electrostatic dust removal, wet desulfurization, SCR denitrification, and VOCs catalytic combustion, each with its advantages and limitations [4][5] - The industry is moving from single pollutant control to collaborative governance and intelligent operation, with innovations like low-temperature electrostatic dust removal and wet electrostatic dust removal being promoted [4][10] Policy Environment - The industry is benefiting from a series of government policies aimed at promoting high-quality development in environmental protection equipment manufacturing, setting clear energy-saving and emission reduction targets [6][7] - Policies include tax incentives, green credit support, and guidelines for equipment updates and technological transformations in key industrial sectors [6][7] Market Structure - The flue gas purification equipment industry has a complete supply chain, with upstream materials like steel and catalysts, midstream equipment manufacturing, and downstream applications primarily in the power sector [9][10] - The market exhibits a multi-tiered competitive landscape, with leading companies like Longking Environmental and Qingxin Environment dominating the mainstream market, while mid-sized and small companies focus on niche segments [14][16] Competitive Landscape - The industry is characterized by a "multi-level, differentiated" competition structure, with top-tier companies leveraging full industry chain layouts and technological advantages [14][16] - Longking Environmental leads the market with a comprehensive approach, while companies like Fida Environmental and Yuanda Environmental focus on specific segments through differentiated technologies [14][16] Future Trends - The industry is transitioning towards non-electric sectors and emerging markets, with steel, cement, and waste incineration becoming key growth areas [19][20] - Carbon capture technologies are accelerating commercialization, pushing the industry towards "zero carbon" transformation [20][21] - Integration of AI and 5G technologies is fostering "one-stop" governance solutions, enhancing operational efficiency and reducing costs [22]

Group 1 - The company held the 11th meeting of the 9th Supervisory Board on July 21, 2025, via electronic communication, with all three supervisors present, complying with relevant laws and regulations [1] - The Supervisory Board approved the adjustment of the repurchase price for the 2023 restricted stock incentive plan based on the 2024 annual equity distribution, confirming it aligns with regulations and will not materially affect the company's financial status or harm shareholder interests [1] - The Supervisory Board also approved the repurchase and cancellation of 1,000,300 shares of restricted stock from 31 incentive recipients who have been granted shares but have not yet lifted the restrictions, with the repurchase funded entirely by the company's own funds [2]

Core Viewpoint - Zhejiang Feida Environmental Technology Co., Ltd. announced the repurchase and cancellation of part of the restricted stock options and the adjustment of repurchase prices, affecting 1,000,300 shares held by 31 incentive targets [1][2][3] Summary by Sections Stock Repurchase Details - The adjusted repurchase price for the initially granted restricted stock is set at 2.39 yuan per share, while the price for reserved stock is 1.99 yuan per share [1][8] - The total repurchase amount is approximately 2.41 million yuan, funded entirely by the company's own resources [8] Reasons for Repurchase - The repurchase is due to changes in the status of incentive targets, including retirements and resignations, which disqualify them from holding the restricted stock [4][5] - A total of 776,500 shares are being repurchased due to disqualifications, with an additional 24,000 shares resulting from performance evaluations not meeting the required standards [6][7] Impact on Company Structure - Following the repurchase, the total share capital will decrease from 889,703,140 shares to 888,702,840 shares, with the proportion of restricted shares slightly decreasing [8] - The repurchase and cancellation of shares are not expected to have a substantial impact on the company's financial status or operational results [8][9] Approval and Compliance - The board of directors and the supervisory board have reviewed and approved the repurchase plan, confirming compliance with relevant regulations and the company's incentive plan [9][10] - Legal opinions affirm that the repurchase and price adjustments have received necessary approvals and are in accordance with applicable laws [10]

Core Viewpoint - Zhejiang Feida Environmental Technology Co., Ltd. is conducting a buyback and cancellation of part of the restricted stock from its 2023 incentive plan, along with an adjustment of the buyback price, in compliance with relevant laws and regulations [1][8]. Group 1: Approval and Authorization - The company's 2023 restricted stock incentive plan was approved by the 17th meeting of the supervisory board and subsequently submitted for shareholder approval, with independent directors expressing agreement [4][5]. - The company received approval from the Zhejiang Provincial State-owned Assets Supervision and Administration Commission for the implementation of the 2023 incentive plan [4][5]. Group 2: Buyback and Price Adjustment Details - The buyback is due to the disqualification of certain incentive recipients, including 3 individuals due to job changes and 4 who have left the company, totaling 776,500 shares to be canceled [8][10]. - A total of 31 individuals will have 1,000,300 shares of restricted stock canceled in this buyback [8][10]. - The adjusted buyback price for the restricted stock is set at 2.39 yuan per share for the first grant and 1.99 yuan per share for the reserved grant, following a cash dividend distribution [9][10]. Group 3: Funding Source - The funds for the buyback, amounting to approximately 2.41 million yuan, will be sourced entirely from the company's own funds [10].

重要内容提示： 浙江菲达环保科技股份有限公司（以下简称公司或菲达环保）于2025年7月 21日召开的第九届董事会第十四次会议和第九届监事会第十一次会议，分别审议 通过了《关于调整2023年限制性股票激励计划回购价格的议案》《关于回购注销 2023年限制性股票激励计划中部分激励对象已获授但尚未解除限售的限制性股 票的议案》，根据《浙江菲达环保科技股份有限公司2023年限制性股票激励计划 （草案）》(以下简称《激励计划》)有关规定，结合近期股权激励对象发生异动 情况及个人绩效考核结果，拟对31名激励对象的部分或全部已获授但尚未解除限 售的限制性股票共1,000,300股进行回购注销。现将相关事项公告如下： 一、股权激励计划已履行的相关审批程序和信息披露情况 1、2023年6月12日，公司召开第八届董事会第二十三次会议，审议通过了《关 于公司<2023年限制性股票激励计划（草案）>及其摘要的议案》《关于公司<2023 年限制性股票激励计划实施考核管理办法>的议案》《关于提请公司股东大会授 证券代码：600526 证券简称：菲达环保 公告编号：临2025-034 浙江菲达环保科技股份有限公司 关于回购注销部分限制性股 ...