蓝科高新公告称，2025年4月16日，公司拟现金收购中国浦发持有的蓝亚检测100%股权及中国空分51% 股权，后变更为仅收购中国空分51%股权，预计构成重大资产重组及关联交易。截至公告披露日，公司 已聘请中介机构开展方案论证、审计等工作，中国浦发拟转让股权已解除冻结并获质押权人同意解质 函。交易尚处筹划阶段，未签正式协议，需履行决策和审批程序，股票不停牌。 ...

11月26日的资金流向数据方面，主力资金净流出42.26万元，占总成交额1.04%，游资资金净流入123.81 万元，占总成交额3.06%，散户资金净流出81.55万元，占总成交额2.02%。 | | | | | 日期 收盘价 涨跌幅 主力净流入 主力净占比 游资净点比 游资净占比 散户净占比 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-11-26 | 8.76 | -1.13% | -42.26万 | -1.04% | 123.81万 | 3.06% | -81.55万 | -2.02% | | 2025-11-25 | 8.86 | 0.11% | -153.43万 | -3.65% | -111.07万 | -2.64% | 264.50万 | 6.29% | | 2025-11-24 | 8.85 | 1.84% | -325.66万 | -6.45% | -247.61万 | -4.91% | 573.27万 | 11.36% | | 2025-11-21 | 8.69 | -4.61% | -98 ...

熔盐储能原理示意 今年8月，国家能源集团安徽宿州热电1000兆瓦时全国最大"煤电+熔盐"储热项目通过168小时试运行，正式投入商业运营。10月，全球首个"双塔一机"光热 储能电站——甘肃酒泉瓜州70万千瓦"光热储能+"项目成功进入全系统试运行。两个代表性项目落地，标志熔盐储能在应用上取得进一步突破。 熔盐塔式光热电站 根据光热发电领域头部企业——可胜技术今年10月向港交所递交的上市申请文件，截至2025年6月底，中国光热发电累计装机容量为1.52GW，预测到2030 年，存量装机容量有望达到17.7GW，这意味，在未来五年多时间里，光热发电装机规模有超过十倍的增长空间。 智通财经11月26日讯（记者 王萧）新型储能技术百花齐放，锂离子电池目前一枝独秀，其他技术路线如熔盐储能、液流电池、压缩空气储能等，则仍处于 商业化应用早期或示范阶段，但这些"小众"技术路线，各有其发挥优势的应用场景，未来装机规模也不可小觑，其中，熔盐储能是较快成长的新兴赛道，尤 为受资本关注。 应用突破在持续 熔盐储能技术原理不复杂，其以高温熔盐作为储能介质，熔盐在高温下可以储存大量热能，并在需要时释放出来，转换成电能或其他形式的能量。容量 ...

证券之星消息，截至2025年11月24日收盘，蓝科高新(601798)报收于8.85元，上涨1.84%，换手率 1.62%，成交量5.74万手，成交额5046.42万元。 11月24日的资金流向数据方面，主力资金净流出325.66万元，占总成交额6.45%，游资资金净流出 247.61万元，占总成交额4.91%，散户资金净流入573.27万元，占总成交额11.36%。 近5日资金流向一览见下表： 该股最近90天内共有1家机构给出评级，增持评级1家。 | | | | | 日期 收盘价 涨跌幅 主力净流入 主力净占比 游资净点比 散户净流入 散户净占比 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-11-24 | 8.85 | 1.84% | -325.66万 | -6.45% | -247.61万 | -4.91% | 573.27万 | - 11.36% | | 2025-11-21 | 8.69 | -4.61% | -988.95万 | -12.43% | 570.07万 | 7.16% | 418.88万 ...

Group 1: Corporate Governance - The China Securities Regulatory Commission has officially released the revised "Corporate Governance Guidelines for Listed Companies," marking a transition from "formal compliance" to "substantive effectiveness" in corporate governance [3] - The China Listed Companies Association has recognized 240 "Best Practice Cases," 190 "Excellent Practice Cases," and 156 "Typical Practice Cases" for corporate governance in 2025, highlighting the importance of effective board operations and governance structures [2] Group 2: Sustainable Development - Six companies from Gansu have been awarded for their sustainable development practices, with Dayu Water-saving (300021) recognized as a "Best Practice Case" for integrating smart water management and digital twin technology [4] - Jiu Steel Hongxing (600307) and Gansu Energy (000791) have been acknowledged for their innovative approaches to sustainability, including the development of a photovoltaic and ecological governance model [5] Group 3: Internal Control - Gansu Energy (000791) has been awarded for its compliance and risk control efforts that enhance its internal control system, while Dayu Water-saving (300021) received recognition for its transition from "risk prevention" to "value creation" [6]

Core Insights - The China Listed Companies Association announced the "2025 Best Practices for Sustainable Development" and "2025 Excellent Practices for Sustainable Development" at the 2025 Sustainable Development Conference, highlighting the achievements of listed companies in Gansu province [1][2] Group 1: Best Practices and Recognition - Dayu Water-saving Group Co., Ltd. was recognized as a "Best Practice Case" for its long-term commitment to rural revitalization [1] - Five companies, including Gansu Electric Power Investment Energy Development Co., Ltd., Jinhui Mining Co., Ltd., and others, were selected as "Excellent Practice Cases" for their unique contributions in ecological governance and green manufacturing [1][2] Group 2: Innovative Practices - Dayu Water-saving's case focuses on integrating technology into agriculture, utilizing AI and big data to enhance water-saving and increase farmers' income [2] - Gansu Energy implemented a "photovoltaic + ecological governance" model, achieving significant environmental benefits, including the delivery of 217 million kWh of green electricity [3] - Jinhui Mining emphasized refined water resource management, achieving a 100% compliance rate in water quality by 2024 through innovative monitoring and recycling practices [3] Group 3: Financial and Social Contributions - Lanzhou Bank developed a "comprehensive financial service" model to support local agricultural industries, demonstrating its commitment to social responsibility [3] - Jiugang Hongxing focused on green manufacturing and technology independence, ensuring compliance with environmental standards while enhancing production efficiency [4] - Blue Science and Technology High-tech Equipment Co., Ltd. established a support system for local development through donations and community assistance, contributing to social welfare [4] Group 4: Future Outlook - The recognition of these companies reflects a growing emphasis on sustainable development as a core competitive advantage, with expectations for Gansu listed companies to deepen their green innovation practices [4]

Core Viewpoint - The stock of Blue Science and Technology (601798) has shown a decline in price and mixed capital flow trends, with significant retail investor outflows and positive institutional ratings [1][4]. Group 1: Stock Performance - As of November 20, 2025, Blue Science and Technology closed at 9.11 yuan, down 0.87% with a turnover rate of 1.5% and a trading volume of 53,100 hands, amounting to a transaction value of 48.53 million yuan [1]. - Over the past five days, the stock has experienced fluctuations, with a notable drop of 1.92% on November 19 and a total of 68.46 million yuan net inflow from institutional investors on November 20 [2]. Group 2: Financial Metrics - For the first three quarters of 2025, the company reported a main revenue of 589 million yuan, an increase of 18.02% year-on-year, and a net profit attributable to shareholders of 33.31 million yuan, up 260.93% year-on-year [3]. - The company's third-quarter performance showed a single-quarter main revenue of 177 million yuan, a 12.05% increase year-on-year, and a net profit of 12.36 million yuan, reflecting a 212.29% year-on-year growth [3]. Group 3: Industry Comparison - Blue Science and Technology's total market value stands at 3.23 billion yuan, significantly lower than the industry average of 7.496 billion yuan, ranking 198th out of 270 in the specialized equipment sector [3]. - The company's price-to-earnings ratio (P/E) is 72.72, which is more favorable compared to the industry average of 135.88, ranking 122nd out of 270 [3].

证券代码：601798 证券简称：蓝科高新 公告编号：2025-045 甘肃蓝科石化高新装备股份有限公司 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。 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)股东会召开的时间：2025 年 11 月 20 日 (二)股东会召开的地点：上海蓝滨石化设备有限责任公司会议室 (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 | 262 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 129,427,001 | | 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 | | | 份总数的比例（%） | 36.5068 | (四)表决方式是否符合《公司法》及《公司章程》的规定，股东会主持情况等。 公司董事长王健先生因工作原因无法主持本次股东大会，根据《公司章程》 第七十八条之规定，董事长不能主持股东大会的，由副董事长主持，因公司未设 ...

法律意见书 中国·北京 北京海润天睿律师事务所 关于甘肃蓝科石化高新装备股份有限公司 2025 年第二次临时股东会的 法律意见书 北京市朝阳区建外大街甲 14 号广播大厦 5&9&10&13&17 层 邮政编码：100022 电话：（010）65219696 传真：（010）88381869 法律意见书 北京海润天睿律师事务所 关于甘肃蓝科石化高新装备股份有限公司 2025 年第二次临时股东会的 法律意见书 致：甘肃蓝科石化高新装备股份有限公司 北京海润天睿律师事务所（以下简称"本所"）接受甘肃蓝科石化高新装备 股份有限公司（以下简称"公司"）的聘请，根据《中华人民共和国证券法》（以 下简称"《证券法》"）、《中华人民共和国公司法》（以下简称"《公司法》"）、 《上市公司股东会规则》（以下简称"《股东会规则》"）、《律师事务所从事 证券法律业务管理办法》《律师事务所证券法律业务执业规则（试行）》等法律、 行政法规、部门规章、规范性文件以及《甘肃蓝科石化高新装备股份有限公司章 程》（以下简称"《公司章程》"）的规定，指派本所律师对公司 2025 年第二次 临时股东会（以下简称"本次股东会"或"股东会"）进行见证 ...

Core Insights - The low-temperature liquid gas storage tank industry in China is experiencing significant growth opportunities due to high-quality economic development and continuous optimization of industrial structure, with a projected market size of approximately 92.7 billion yuan in 2024, representing a year-on-year growth of 8.68% [1][6]. Industry Overview - Low-temperature liquid gas storage tanks are designed to store liquid gases at extremely low temperatures, requiring strict low-temperature and insulation standards to ensure safety and stability [2]. - The industry is categorized into three main types based on pressure levels: atmospheric storage tanks, low-pressure storage tanks, and high-pressure storage tanks [3]. Industry Chain - The upstream of the low-temperature liquid gas storage tank industry includes special steel materials such as 9% Ni steel, 5 Ni steel, and austenitic stainless steel, along with insulation materials and various auxiliary materials [3]. - The midstream involves the production and manufacturing of low-temperature liquid gas storage tanks, while the downstream applications span across sectors like petrochemicals, transportation, aerospace, new energy, biomedical, scientific research, and industrial production [3]. Market Size - The growth of the low-temperature liquid gas storage tank industry is driven by steady macroeconomic growth and the deepening application of clean energy, with significant advancements in the localization of special materials [6]. - The domestic production of key materials like 9% Ni steel and high-manganese austenitic low-temperature steel has broken international technical barriers and reduced manufacturing costs, enhancing the cost-performance ratio of domestic equipment [6]. Key Companies - Leading companies in the industry include China Nuclear Industry Fifth Construction Company, which holds nearly 60% of the LNG storage tank market share, and CIMC Enric, which utilizes innovative materials and intelligent monitoring systems [6][7]. - Lanzhou Lanshi Heavy Equipment Co., Ltd. has made significant achievements in the low-temperature liquid gas storage tank sector, particularly in the development of high-pressure hydrogen storage containers [8]. Industry Development Trends 1. **Technological Innovation**: The industry is expected to accelerate technological innovation, promoting high-end and intelligent material development, with a focus on reducing production costs and enhancing product competitiveness through the use of advanced materials [9]. 2. **Green Technology Integration**: The industry will increasingly adopt green technologies and environmentally friendly materials in response to environmental policies, aiming for sustainable development [10]. 3. **Global Expansion**: Chinese companies are expanding their international presence, enhancing their global influence through technological innovation and collaboration with international firms [11].