证券代码：603200 证券简称：上海洗霸 公告编号：2025-064 上海洗霸科技股份有限公司 上海洗霸科技股份有限公司 董事会 2025 年 11 月 7 日 1 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。 近日，上海洗霸科技股份有限公司（以下简称"公司"）分别收 到公司职工董事潘阳阳女士发来的《中国证券监督管理委员会立案告 知书》（编号：证监立案字 0032025028 号）和公司副总裁索威先生发 来的《中国证券监督管理委员会立案告知书》（编号：证监立案字 0032025029 号），因潘阳阳女士和索威先生均涉嫌短线交易，根据《中 华人民共和国证券法》《中华人民共和国行政处罚法》等法律法规， 中国证券监督管理委员会决定对其分别立案。 本次立案所涉事项系对潘阳阳女士和索威先生的个人调查，不会 对公司的日常经营产生重大影响。公司将持续关注调查进度，并按照 有关规定履行信息披露义务。公司指定信息披露媒体为《上海证券报》 和上海证券交易所网站（www.sse.com.cn），有关公司的信息请以公 司通过指定媒体正式披露的信 ...

转自：证券时报 人民财讯11月7日电，上海洗霸(603200)11月7日公告，公司分别收到公司职工董事潘阳阳发来的《中国 证券监督管理委员会立案告知书》和公司副总裁索威发来的《中国证券监督管理委员会立案告知书》， 因潘阳阳和索威均涉嫌短线交易，根据相关法律法规，中国证券监督管理委员会决定对其分别立案。本 次立案所涉事项系对潘阳阳和索威的个人调查，不会对公司的日常经营产生重大影响。 ...

本次立案所涉事项系对潘阳阳女士和索威先生的个人调查，不会对公司的日常经营产生重大影响。 格隆汇11月7日丨上海洗霸(603200.SH)公布，公司分别收到公司职工董事潘阳阳女士发来的《中国证券 监督管理委员会立案告知书》（编号：证监立案字0032025028号）和公司副总裁索威先生发来的《中国 证券监督管理委员会立案告知书》（编号：证监立案字0032025029号），因潘阳阳女士和索威先生均涉 嫌短线交易，根据《中华人民共和国证券法》《中华人民共和国行政处罚法》等法律法规，中国证券监 督管理委员会决定对其分别立案。 ...

智通财经APP讯，上海洗霸(603200.SH)公告，公司分别收到公司职工董事潘阳阳女士发来的《中国证 券监督管理委员会立案告知书》和公司副总裁索威先生发来的《中国证券监督管理委员会立案告知 书》，因潘阳阳女士和索威先生均涉嫌短线交易，根据相关法律法规，中国证券监督管理委员会决定对 其分别立案。 ...

Market Overview - The environmental governance sector increased by 0.33% on November 6, with Qing Shui Yuan leading the gains [1] - The Shanghai Composite Index closed at 4007.76, up 0.97%, while the Shenzhen Component Index closed at 13452.42, up 1.73% [1] Top Performers - Qing Shui Yuan (300437) closed at 12.22, up 20.04% with a trading volume of 480,700 shares and a transaction value of 573 million [1] - Fu'an Co. (603315) closed at 15.03, up 5.25% with a trading volume of 478,100 shares and a transaction value of 699 million [1] - Shanghai Xianba (603200) closed at 84.54, up 4.04% with a trading volume of 123,400 shares and a transaction value of 1.061 billion [1] Underperformers - Fu Long Ma (603686) closed at 30.87, down 10.00% with a trading volume of 989,300 shares and a transaction value of 314.6 million [2] - Haixia Environmental (603817) closed at 7.51, down 6.24% with a trading volume of 762,800 shares and a transaction value of 582 million [2] - Feima International (002210) closed at 4.24, down 3.64% with a trading volume of 3,384,100 shares and a transaction value of 1.448 billion [2] Capital Flow - The environmental governance sector experienced a net outflow of 593 million from institutional investors, while retail investors saw a net inflow of 692 million [2][3] - The capital flow data indicates that Qing Shui Yuan had a net inflow of 89.83 million from institutional investors, while it faced a net outflow of 59.83 million from speculative funds [3]

Investment Rating - The report maintains a "Positive" investment rating for the environmental industry [10]. Core Insights - The environmental sector's heavy positions in public funds have decreased, with the top ten holdings totaling approximately 5.438 billion yuan, accounting for 0.13% of all disclosed fund stock holdings, a decrease of 0.10 percentage points from the previous quarter [2][4][18]. - The A-share environmental sector is currently underweight, with a standard allocation ratio of 0.94% as of the end of Q3 2025 [4][18]. - The report highlights three investment styles in the environmental sector for Q3: market hot themes, absolute returns, and marginal changes [7][33]. Summary by Sections Fund Holdings - As of Q3 2025, the top heavy positions in public funds include Shanghai Xiba (0.91 billion yuan), Huanlan Environment (0.82 billion yuan), and Weiming Environmental (0.63 billion yuan) [5][29]. - The number of funds holding significant positions in leading companies reflects market attention, with Huanlan Environment leading with 59 funds [5][23]. Market Trends - The report notes a shift towards solid battery-related stocks and waste incineration leaders, indicating a growing market risk appetite [7][33]. - The environmental sector is experiencing a transition from government to business (ToB) and consumer (ToC) models, which is expected to improve cash flow and valuation recovery [19][35]. Investment Strategy - The report suggests focusing on companies with long-term value in waste incineration and water assets, such as Huanlan Environment, Guangda Environment, and Weiming Environmental [8][36]. - It emphasizes the importance of detecting service companies and environmental sanitation firms, highlighting potential growth in these areas [43]. Performance Metrics - The report indicates that the environmental sector's performance metrics are currently at historical lows, with a notable decline in heavy positions due to market concerns over subsidy adjustments and economic pressures [19][33]. - The report also discusses the potential for valuation recovery as companies explore new growth avenues and improve operational cash flows [19][35].

Core Viewpoint - The Shanghai Composite Index fell by 0.41% on November 4, with only five sectors gaining, led by banking and public utilities, while the environmental protection sector also saw a rise. The overall market experienced significant capital outflow, particularly in the power equipment and electronic sectors [1] Market Performance - The banking sector saw a net inflow of 30.54 billion yuan, while the steel sector had a net inflow of 1.30 billion yuan, and the environmental protection sector had a net inflow of 70.07 million yuan [1] - A total of 28 sectors experienced capital outflow, with the power equipment sector leading at 13.39 billion yuan, followed by the electronic sector at 10.65 billion yuan [1] Environmental Protection Sector - The environmental protection sector rose by 0.15% with a net inflow of 70.07 million yuan, comprising 133 stocks, of which 70 increased in value and 3 hit the daily limit [2] - The top three stocks with the highest net inflow were Fulongma (5.41 billion yuan), Haixia Environmental Protection (903.08 million yuan), and Huicheng Environmental Protection (639.28 million yuan) [2] - The sector also had 21 stocks with net outflows exceeding 10 million yuan, led by Zhejiang Fuhua (862.53 million yuan), Shanghai Washba (608.81 million yuan), and Hongcheng Environment (356.69 million yuan) [3]

Core Insights - Shanghai Xiba experienced a stock price decline of 2.01% on November 4, trading at 80.39 CNY per share with a total market capitalization of 14.107 billion CNY [1] - The company has seen a significant stock price increase of 232.46% year-to-date, but has faced a decline of 7.68% over the past five trading days and 12.30% over the past twenty days [1] Company Overview - Shanghai Xiba Technology Co., Ltd. was established on July 4, 1994, and went public on June 1, 2017, specializing in comprehensive water treatment technology solutions [2] - The company's revenue composition includes: 40.89% from chemical sales and services, 31.82% from water treatment system operation management, 23.05% from equipment sales and installation, 3.28% from other products and services, 0.74% from duct cleaning, and 0.23% from water treatment equipment integration [2] - As of September 30, 2025, the number of shareholders increased by 101.84% to 48,800, while the average circulating shares per person decreased by 50.46% to 3,592 shares [2] Financial Performance - For the period from January to September 2025, Shanghai Xiba reported a revenue of 354 million CNY, a year-on-year decrease of 5.52%, while the net profit attributable to shareholders increased by 146.80% to 119 million CNY [2] - The company has distributed a total of 150 million CNY in dividends since its A-share listing, with 41.0938 million CNY distributed over the past three years [3] Shareholder Composition - As of September 30, 2025, notable new shareholders include Bosera Huixing Return Mixed Fund and AVIC New Start Flexible Allocation Mixed Fund, holding 4.9458 million shares and 1.5806 million shares respectively [3] - Hong Kong Central Clearing Limited is the tenth largest circulating shareholder, holding 991,700 shares, a decrease of 88,600 shares compared to the previous period [3]

Group 1 - The core viewpoint of the article indicates that Shanghai Xiba (603200.SH) experienced a significant decline in stock price, closing at 82.04 yuan with a drop of 9.48% [1] - Dongwu Securities analysts provided a report on November 2, 2023, highlighting that the company's main business in water treatment is operating steadily, and lithium sulfide production capacity is continuously expanding [1] - The analysts maintained a "buy" rating for the company, suggesting confidence in its future performance despite the recent stock price drop [1]

Core Viewpoint - Shanghai Xiba is a leading provider of water treatment technology solutions in China, with a focus on overall water treatment solutions and a strong presence in various industry segments, including environmental governance and new energy [1]. Group 1: Business Performance - In Q3 2025, Shanghai Xiba reported revenue of 354 million yuan, ranking 36th out of 51 in the industry, significantly lower than the top competitors, such as Shougang Environmental Protection with 13.45 billion yuan and Xingrong Environment with 6.55 billion yuan [2]. - The net profit for the same period was 115 million yuan, placing the company 20th in the industry, again trailing behind the leaders and below the industry average of 230 million yuan [2]. Group 2: Financial Ratios - As of Q3 2025, Shanghai Xiba's debt-to-asset ratio was 35.93%, which is lower than the industry average of 49.82%, indicating a strong solvency position [3]. - The gross profit margin for the company was 33.49%, which, despite a decrease from 38.07% in the previous year, remains above the industry average of 32.13% [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 101.84% to 48,800, while the average number of circulating A-shares held per shareholder decreased by 50.46% to 3,592.52 [5]. - New major shareholders include funds such as Bosera Huixing and AVIC New Start, while some previous major shareholders have exited [5]. Group 4: Future Outlook - The company is expected to achieve a lithium sulfide production expansion of 100 tons in 2025 and 1,000 tons in 2026, indicating a strategic move into the solid-state battery sector [6]. - Forecasted net profits for 2025, 2026, and 2027 are 140 million, 210 million, and 560 million yuan, respectively, with corresponding PE ratios of 86, 58, and 22 [6].