Group 1 - Cement companies are actively responding to the national "dual carbon" strategy by implementing ultra-low emissions and energy-saving carbon reduction modifications, utilizing distributed photovoltaic power generation and waste heat power generation technologies as effective means for energy conservation and emission reduction [1][2][3] - Waste heat power generation technology recovers medium and low-temperature waste heat from kiln emissions to generate electricity, converting thermal energy produced during clinker production into electrical energy, thus achieving resource recycling and reducing carbon emissions [1] - In 2024, Taipai Group reported a waste heat power generation output of 34.374 million kilowatt-hours, resulting in a reduction of approximately 330,000 tons of carbon dioxide emissions [1] - Shengfeng Cement utilized waste heat power generation to produce 473 million kilowatt-hours in 2024, leading to a reduction of 389,800 tons of carbon dioxide emissions [2] - Yatai Group implemented pure low-temperature waste heat power generation measures, reducing carbon dioxide emissions by 115,600 tons in 2024 [3] - Wanyanqing has ten operational waste heat power generation units with a total installed capacity of 80.30 MW, which can meet about 50% of the electricity demand for the company's kiln system [3] - A waste heat power generation project by Xinjiang Tianshan Cement, contracted by China National Materials Group, has a capacity of 10 MW and is expected to generate 44.08 million kilowatt-hours annually, reducing carbon emissions by an average of 3,700 tons per year [3] Group 2 - Analysts indicate that waste heat power generation has become an important factor for downstream concrete and construction companies in "green procurement" and ESG ratings, enhancing the image of cement companies and increasing their social responsibility [3]

从资金流向上来看，当日环保设备板块主力资金净流出3800.48万元，游资资金净流出2773.64万元，散户 资金净流入6574.13万元。环保设备板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 603126 | 中材节能 | | 1.04亿 | 16.26% | -3119.63万 | -4.86% | -7323.55万 | -11.40% | | 000967 | 盈峰环境 | | 4022.54万 | 9.66% | -1154.12万 | -2.77% | -2868.42万 | -6.89% | | 300210 | 森远股份 | | 2356.31万 | 10.83% | 952.04万 | 4.38% | -3308.35万 | -15.21% | | 600388 龙净环保 | | | 1500.16万 | 6.97% | -1428.66万 | -6.64% ...

金融界消息 截至2025年8月14日收盘，中材节能（603126）报收于7.44元，上涨3.91%，换手率 13.94%，成交量85.09万手，成交金额6.42亿元。 天眼查商业履历信息显示，中材节能股份有限公司，成立于1998年，位于天津市，是一家以从事专业技 术服务业为主的企业。企业注册资本61050万人民币，实缴资本61050万人民币。公司法定代表人为孟庆 林。 通过天眼查大数据分析，中材节能股份有限公司共对外投资了23家企业，参与招投标项目169次，知识 产权方面有商标信息2条，专利信息196条，此外企业还拥有行政许可57个。 来源：金融界 资金流向方面，今日主力资金净流入1.04亿元，占比成交额16.26%。其中，超大单净流入1.20亿元、占 成交额18.73%，大单净流出1586.12万元、占成交额2.47%，中单净流出流出3119.63万元、占成交额 4.86%，小单净流出7323.55万元、占成交额11.4%。 中材节能最新一期业绩显示，截至2025一季报，公司营业总收入5.46亿元、同比减少0.53%，归属净利 润836.43万元，同比减少131.31%，扣非净利润997.09万元，同比减少 ...

金融界消息 截至2025年8月13日收盘，中材节能（603126）报收于7.16元，下跌1.24%，换手率5.06%， 成交量30.89万手，成交金额2.21亿元。 资金流向方面，今日主力资金净流出1401.51万元，占比成交额6.33%。其中，超大单净流出1822.81万 元、占成交额8.23%，大单净流入421.29万元、占成交额1.9%，中单净流出流出181.63万元、占成交额 0.82%，小单净流入1583.15万元、占成交额7.15%。 中材节能最新一期业绩显示，截至2025一季报，公司营业总收入5.46亿元、同比减少0.53%，归属净利 润836.43万元，同比减少131.31%，扣非净利润997.09万元，同比减少145.02%，流动比率1.527、速动比 率1.425、资产负债率51.93%。 天眼查商业履历信息显示，中材节能股份有限公司，成立于1998年，位于天津市，是一家以从事专业技 术服务业为主的企业。企业注册资本61050万人民币，实缴资本61050万人民币。公司法定代表人为孟庆 林。 通过天眼查大数据分析，中材节能股份有限公司共对外投资了23家企业，参与招投标项目169次，知识 产权 ...

证券代码：603126 证券简称：中材节能 公告编号：临 2025-038 中材节能股份有限公司 关于召开2025年第四次临时股东会的通知 ? 本次股东会采用的网络投票系统：上海证券交易所股东会网络投票系统 一、 召开会议的基本情况 (一) 股东会类型和届次 (二) 股东会召集人：董事会 (三) 投票方式：本次股东会所采用的表决方式是现场投票和网络投票相 结合的方式 (四) 现场会议召开的日期、时间和地点 召开的日期时间：2025 年 8 月 29 日 13 点 30 分 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： ? 股东会召开日期：2025年8月29日 召开地点：天津市北辰区高峰路与天宁道交口中材节能大厦 11 层第 1 会议 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2025 年 8 月 29 日 至2025 年 8 月 29 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东会召开当日的交易时间段，即 9:15-9:25,9:30-11:30，13: ...

证券代码：603126 证券简称：中材节能 公告编号：临 2025-038 中材节能股份有限公司 关于召开2025年第四次临时股东会的通知 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： 股东会召开日期：2025年8月29日 本次股东会采用的网络投票系统：上海证券交易所股东会网络投票系统 一、 召开会议的基本情况 (一) 股东会类型和届次 2025年第四次临时股东会 (二) 股东会召集人：董事会 (三) 投票方式：本次股东会所采用的表决方式是现场投票和网络投票相 结合的方式 (四) 现场会议召开的日期、时间和地点 召开的日期时间：2025 年 8 月 29 日 13 点 30 分 召开地点：天津市北辰区高峰路与天宁道交口中材节能大厦 11 层第 1 会议 室 (五) 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会网络投票系统 网络投票起止时间：自2025 年 8 月 29 日 至2025 年 8 月 29 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东会召开 ...

Core Viewpoint - Zhongcai Energy (603126) experienced a significant increase in stock price, reaching the daily limit, with a turnover rate of 7.50% and a transaction volume of 329 million yuan, indicating strong market interest and trading activity [1] Group 1: Stock Performance - The stock's price increased by 9.70%, leading to its listing on the Shanghai Stock Exchange for significant price deviation [1] - The net buying amount from brokerage seats totaled 41.467 million yuan, with the top buying brokerage being Kaiyuan Securities, which contributed 28.124 million yuan [1][3] - The stock saw a net inflow of 135 million yuan from major funds, with large orders contributing 130 million yuan to this inflow [1] Group 2: Financial Performance - For Q1, the company reported a revenue of 546 million yuan, a slight decrease of 0.53% year-on-year, and a net loss of 8.3643 million yuan [1] - The company issued a half-year earnings forecast on July 15, predicting a net loss between 24 million yuan and 12 million yuan, representing a year-on-year change of -172.69% to -136.35% [2]

中材节能(603126)今日涨停，全天换手率7.50%，成交额3.29亿元，振幅10.54%。龙虎榜数据显示，营 业部席位合计净买入4146.70万元。 上交所公开信息显示，当日该股因日涨幅偏离值达9.70%上榜，营业部席位合计净买入4146.70万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交8952.87万元，其中，买入成交额为 6549.79万元，卖出成交额为2403.09万元，合计净买入4146.70万元。 卖五 中航证券有限公司德兴张潜大道证券营业部 403.38 7月15日公司发布上半年业绩预告，预计实现净利润-2400.00万元至-1200.00万元，同比变动区间 为-172.69%~-136.35%。（数据宝） 中材节能8月11日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 开源证券股份有限公司西安西大街证券营业部 | 2812.38 | | | 买二 | 华泰证券股份有限公司总部 | 1171.40 | | | 买三 | 华鑫证券有限责任公司上海云锦路证券营业部 ...

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].

Core Viewpoint - The meeting between China National Materials Group Corporation (中材节能) and the Uzbekistan Ministry of Investment, Industry and Trade emphasizes the commitment to deepen practical cooperation and promote win-win development [1] Group 1 - The Chairman of China National Materials Group Corporation, Meng Qinglin, expressed the company's intention to strengthen its business efforts in Uzbekistan [1] - The company aims to continuously innovate cooperation models and expand collaboration space [1] - The Uzbek Deputy Minister, Kasimov Ilzat, highlighted the importance of exploring cooperation potential and broadening cooperation areas to facilitate more project implementations [1]