Core Viewpoint - Jiangnan Water's semi-annual report indicates a decline in total assets and revenue, while net profit shows a slight decrease, reflecting challenges in the current market environment [1] Financial Performance - Total assets amounted to 684,794.31 million yuan, a year-on-year decrease of 1.90% [1] - Net assets attributable to shareholders increased to 445,304.57 million yuan, representing a year-on-year growth of 1.55% [1] - Operating revenue reached 60,628.91 million yuan, down 5.32% compared to the previous year [1] - Net profit attributable to shareholders was 16,424.17 million yuan, a decline of 3.25% year-on-year [1] - Net profit after deducting non-recurring gains and losses was 16,522.13 million yuan, reflecting a decrease of 6.02% year-on-year [1] Dividend Distribution - The company plans to distribute a cash dividend of 0.03 yuan per share to all shareholders [1]

江苏江南水务股份有限公司2025 年半年度报告 公司代码：601199 公司简称：江南水务 江苏江南水务股份有限公司 2025 年半年度报告 1 / 189 江苏江南水务股份有限公司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、 公司负责人华锋 、主管会计工作负责人陆庆喜 及会计机构负责人（会计主管人员）姚连 红声明：保证半年度报告中财务报告的真实、准确、完整。 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 截至2025年6月30日，公司（母公司）报表中期末未分配利润为人民币1,740,368,180.54元。 公司2025年半年度拟以实施权益分派股权登记日登记的总股本为基数分配利润。本次利润分配方 案如下： 公司拟向全体股东每股派发现金红利0.03元（含税）。截至2025年6月30日，公司总股本 935,210,292股，以此计算合计拟派发现金红利28,056,308. ...

江南水务公告，2025年上半年营业收入6.06亿元，同比下降5.32%。净利润1.64亿元，同比下降3.25%。 公司拟向全体股东每股派发现金红利0.03元（含税），合计拟派发现金红利2805.63万元（含税）。 ...

Market Overview - The environmental governance sector saw a slight increase of 0.09% on August 19, with Tongyuan Environment leading the gains [1] - The Shanghai Composite Index closed at 3727.29, down 0.02%, while the Shenzhen Component Index closed at 11821.63, down 0.12% [1] Stock Performance - Tongyuan Environment (688679) closed at 20.79, up 17.86% with a trading volume of 83,000 shares and a turnover of 159 million yuan [1] - Other notable gainers included: - Gao Neng Environment (603588) at 6.97, up 5.29% [1] - Xianglong Electric (600769) at 11.63, up 5.25% [1] - Shanghai Xideng (603200) at 71.38, up 5.06% [1] - Conversely, the following stocks experienced declines: - Wenbululu (301259) at 42.07, down 8.54% [2] - Yuwetian (300815) at 29.07, down 6.17% [2] - Shen Shui Hai Na (300961) at 20.49, down 4.25% [2] Capital Flow - The environmental governance sector experienced a net outflow of 397 million yuan from institutional investors, while retail investors saw a net inflow of 380 million yuan [2] - The following stocks had significant capital flows: - Gao Neng Environment (603588) had a net inflow of 71.34 million yuan from institutional investors [3] - Shanghai Xideng (603200) had a net inflow of 53.21 million yuan from institutional investors [3] - Wuhan Tianyuan (301127) had a net inflow of 41.87 million yuan from institutional investors [3]

Market Performance - The environmental governance sector rose by 0.47% on August 18, with Zhonglan Environmental leading the gains [1] - The Shanghai Composite Index closed at 3728.03, up 0.85%, while the Shenzhen Component Index closed at 11835.57, up 1.73% [1] Top Gainers in Environmental Governance Sector - Zhonglan Environmental (300854) closed at 18.01, up 8.82% with a trading volume of 86,800 shares and a turnover of 150 million yuan [1] - Jiangnan Water (601199) closed at 6.72, up 7.35% with a trading volume of 365,500 shares and a turnover of 239 million yuan [1] - Dadi Ocean (301068) closed at 33.18, up 6.86% with a trading volume of 34,200 shares and a turnover of 111 million yuan [1] - Other notable gainers include Baolijie (832802), Shangaohuaneng (000803), and Conglin Technology (688370) with respective increases of 6.80%, 6.70%, and 6.39% [1] Top Losers in Environmental Governance Sector - Wenbulu (301259) closed at 46.00, down 6.50% with a trading volume of 221,600 shares and a turnover of 1.022 billion yuan [2] - Guotai Environmental (301203) closed at 32.34, down 6.29% with a trading volume of 55,600 shares and a turnover of 17.8 million yuan [2] - Huakong Saige (000068) closed at 3.95, down 2.23% with a trading volume of 1,133,200 shares and a turnover of 44.9 million yuan [2] Capital Flow Analysis - The environmental governance sector experienced a net outflow of 795 million yuan from institutional investors, while retail investors saw a net inflow of 264 million yuan [2] - Notable stocks with significant capital inflow include Yuanda Environmental (600292) with a net inflow of 66.83 million yuan from institutional investors [3] - Jiangnan Water (601199) and Langkun Technology (301305) also saw net inflows of 39.03 million yuan and 38.90 million yuan respectively from institutional investors [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：601199 证券简称：江南水务 公告编号：临2025-029 江苏江南水务股份有限公司（以下简称"公司"）于2025年8月6日召开第八届董事会第三次会议审议通过 了《关于以公开挂牌方式转让江阴浦发村镇银行股份有限公司8%股权的议案》，同意以公开挂牌方式 转让江阴浦发村镇银行股份有限公司（以下简称"浦发村镇银行"）8%股权，挂牌转让价格不低于所持 浦发村镇银行8%股权对应评估值1,254.8353万元。具体内容详见公司于2025年8月7日披露的《江南水务 关于出售资产的公告》（公告编号：临2025-028）。 二、交易进展情况 2025年8月15日，浦发村镇银行8%股权正式在常州产权交易所有限公司（e交易平台www.ejy365.com） 公开挂牌转让，挂牌价格为12,548,357.78元，挂牌起始日为2025年8月15日，挂牌截止日期为2025年9月 25日，项目编号为N0101GQ250024。本次挂牌转让的具体信息可在e交易平台（www.ejy365.com）进行 查询。 三、其他说明 债券代码：252240 债券简称：23江南01 江苏江南 ...

江苏江南水务股份有限公司（以下简称"公司"）于 2025 年 8 月 6 日召开第八届 董事会第三次会议审议通过了《关于以公开挂牌方式转让江阴浦发村镇银行股份有限 公司 8%股权的议案》，同意以公开挂牌方式转让江阴浦发村镇银行股份有限公司（以 下简称"浦发村镇银行"）8%股权，挂牌转让价格不低于所持浦发村镇银行 8%股权对 应评估值 1,254.8353 万元。具体内容详见公司于 2025 年 8 月 7 日披露的《江南水务 关于出售资产的公告》（公告编号：临 2025-028）。 债券代码：252240 债券简称：23 江南 01 证券代码：601199 证券简称：江南水务 公告编号：临 2025-029 江苏江南水务股份有限公司 关于出售资产的进展公告 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个别及连带责任。 一、交易概述 二〇二五年八月十六日 2 二、交易进展情况 2025 年 8 月 15 日，浦发村镇银行 8%股权正式在常州产权交易所有限公司（e 交 易平台 www.ejy365.com）公开挂牌转让，挂牌价格为 12, ...

2025年8月6日，江苏江南水务股份有限公司召开第八届董事会第三次会议，审议通过以公开挂牌方式转 让江阴浦发村镇银行股份有限公司8%股权的议案，挂牌转让价不低于对应评估值1254.8353万元。8月 15日，该部分股权正式在常州产权交易所有限公司（e交易平台）公开挂牌，挂牌价12548357.78元，挂 牌期至9月25日。最终交易价及受让方将依挂牌结果确定，目前受让方未明确，转让能否成功存不确定 性。 ...

天眼查商业履历信息显示，江苏江南水务股份有限公司，成立于2003年，位于无锡市，是一家以从事水 的生产和供应业为主的企业。企业注册资本93521.0292万人民币，实缴资本93521.0292万人民币。公司 法定代表人为华锋。 通过天眼查大数据分析，江苏江南水务股份有限公司共对外投资了18家企业，参与招投标项目750次， 知识产权方面有商标信息24条，专利信息41条，此外企业还拥有行政许可139个。 来源：金融界 金融界消息 截至2025年8月13日收盘，江南水务（601199）报收于6.1元，上涨2.18%，换手率3.5%，成 交量32.77万手，成交金额2.00亿元。 资金流向方面，今日主力资金净流出1493.84万元，占比成交额7.46%。其中，超大单净流出2186.09万 元、占成交额10.91%，大单净流入692.25万元、占成交额3.46%，中单净流出流出207.76万元、占成交 额1.04%，小单净流入1701.60万元、占成交额8.49%。 江南水务最新一期业绩显示，截至2025一季报，公司营业总收入2.94亿元、同比减少0.43%，归属净利 润9516.32万元，同比增长13.13%，扣非净 ...

Core Viewpoint - Insurance companies are actively increasing their stakes in listed companies, with Li'an Life Insurance recently raising its holdings in Jiangnan Water to 5.03%, triggering a stake increase notification [1][2]. Group 1: Insurance Companies' Actions - Li'an Life Insurance has made 18 stake increases in the market this year, indicating a strong interest in equity investments [1]. - The recent stake increase by Li'an Life is based on its own asset allocation needs and the perceived value of Jiangnan Water, funded by its own capital [2]. - Longcheng Life Insurance also increased its stake in Jiangnan Water, reaching 6.38% by March 2024, and has indicated potential for further increases [3]. Group 2: Market Trends and Preferences - The insurance sector is expected to continue increasing investments in companies with high dividends, capital appreciation potential, and high return on equity (ROE) [1][3]. - The infrastructure sector is particularly appealing to insurance companies due to its stable operating performance, cash flow, low valuations, and high dividend characteristics [4]. Group 3: Company Performance and Strategy - Jiangnan Water reported a revenue of 1.533 billion yuan for 2024, a year-on-year increase of 12.39%, and a net profit of 402 million yuan, up 24.31% [2]. - Li'an Life Insurance is undergoing a strategic transformation, aiming to become a mainstream financial institution in Jiangsu Province by 2030, with specific revenue and profit targets set for 2025 [7]. - In the first quarter of this year, Li'an Life achieved insurance business revenue of 12.545 billion yuan, a slight decrease of 4.2%, but net profit increased by 54.9% [7].