同壁财经讯，企查查数据显示，根据《蒸发浓缩系统采购项目-中标公示》，景津装备股份有限公司于 2026年2月26日公告中标南方锰业集团有限责任公司采购项目，中标金额为198.00万元。 景津装备（603279.SH）2024年营业收入为61.29亿元，营业收入增长率为-1.92%，归属母公司净利润为 8.48亿元，归属母公司净利润增长率为-15.86%，净资产收益率为18.82%。 景津装备（603279.SH）2024年营业收入为61.29亿元，营业收入增长率为-1.92%，归属母公司净利润为 8.48亿元，归属母公司净利润增长率为-15.86%，净资产收益率为18.82%。 2025年上半年公司营业收入为28.26亿元，营业收入增长率为-9.62%，归属母公司净利润为3.28亿元，归 属母公司净利润增长率为-28.51%。 2025年上半年公司营业收入为28.26亿元，营业收入增长率为-9.62%，归属母公司净利润为3.28亿元，归 属母公司净利润增长率为-28.51%。 目前公司属于工业行业，主要产品类型为环保机械，2024年报主营构成为隔膜压滤机:54.04%;厢式压滤 机:16.73%;配套装备:13 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603279 证券简称：景津装备 公告编号：2026-003 景津装备股份有限公司 2025年度"提质增效重回报"行动方案 半年度评估报告 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。 公司始终聚焦做强主业，不断丰富过滤成套装备种类，持续满足用户的需求，为客户创造更大的价值。 公司生产的过滤成套装备包括各式压滤机、浓密机、节能进料柱塞泵、预装式变电站、MVR蒸发器、 多效蒸发器、反应釜、压力容器、带式浓缩机、搅拌机、叠螺浓缩机、叠螺脱水机、自动加药机、加药 在线智能分析仪、带式输送机、螺旋输送机、刮板输送机、斗式提升机、滤饼破碎机、车载撬装移动式 污泥不落地成套设备、石灰料仓、浮选机、U型混合器、澄清器、垃圾分选震筛、笼筛、叶滤机、低温 干化机、污泥料仓、高效细粒分级筛、TPS分选机、静态混合器、除杂机、钢结构平台、钢构支架、防 腐罐、溶解罐、搅拌罐等成套装备，广泛应用于环保、矿业、化工、新能源、新材料、生物、食品、医 药、保健品等领域。公司产品技术水平不断提高，成 ...

公司始终坚持"精细、创新、诚信、责任"的经营理念，围绕公司发展战略， 积极应对市场变化，推动技术创新和产品升级，努力开拓配套装备市场，并加强 运营管理，虽然营业收入及净利润有所下滑，但整体经营保持稳健。2025 年前 三季度，公司营业收入 42.00 亿元，同比下降 10.70%，归属于上市公司股东的 净利润 4.35 亿元，同比下降 34.53%，经营活动产生的现金流量净额 6.58 亿元， 同比增长 11.73%。 公司始终聚焦做强主业，不断丰富过滤成套装备种类，持续满足用户的需求， 为客户创造更大的价值。公司生产的过滤成套装备包括各式压滤机、浓密机、节 能进料柱塞泵、预装式变电站、MVR 蒸发器、多效蒸发器、反应釜、压力容器、 带式浓缩机、搅拌机、叠螺浓缩机、叠螺脱水机、自动加药机、加药在线智能分 析仪、带式输送机、螺旋输送机、刮板输送机、斗式提升机、滤饼破碎机、车载 撬装移动式污泥不落地成套设备、石灰料仓、浮选机、U 型混合器、澄清器、垃 圾分选震筛、笼筛、叶滤机、低温干化机、污泥料仓、高效细粒分级筛、TPS 分 选机、静态混合器、除杂机、钢结构平台、钢构支架、防腐罐、溶解罐、搅拌罐 等成套装备，广泛 ...

Investment Rating - The report maintains an "Accumulate" rating for the environmental protection industry [1] Core Insights - The mining industry is entering a new investment cycle driven by rising metal prices and increasing capital expenditures (CAPEX), with a projected 50% growth in global mining CAPEX by 2030 [6][12] - The report highlights two main themes: 1) Green energy and equipment consumables, and 2) Resources and recycling [6] Summary by Sections Main Line 1: Green Energy and Equipment Consumables - **Longjing Environmental Protection**: Driven by rising metal prices, mining CAPEX is expected to increase, leading to a surge in demand for green electricity and new energy equipment in mining [6][14] - **Sains**: With Zijin Mining's support, there is significant potential in mining pollution prevention and chemical agents, as the company expands its offerings in customized solutions for heavy metal pollution [21][24] - **Jingjin Equipment**: As a leader in solid-liquid separation equipment, the company has a market share of over 40%. The report indicates a recovery in demand and highlights the company's high dividend yield as a safety margin [33][34] - **Yutong Heavy Industry**: The company is experiencing a doubling in sales of new energy mining vehicles, benefiting from the electrification trend. The mining equipment segment saw revenue of 641 million yuan in the first half of 2025, a year-on-year increase of 111% [6][14] Main Line 2: Resources and Recycling - **High Energy Environment**: The company is seeing significant growth in metal resource recycling, with a strategic move into mining. The performance of recycling projects is expected to improve with rising metal prices [6][19] - **Sains**: The price of rhenium, a strategic aerospace metal, continues to rise, and the company is positioned to benefit from this trend through its collaboration with Zijin Mining [6][23] - **Weiming Environmental Protection**: The tightening supply of nickel is driving price increases, and the company is focusing on overseas solid waste management opportunities, particularly in Indonesia [6][19]

从资金流向看，近期主力资金进出频繁。例如，2月9日主力资金净流入1490.62万元，而2月6日则为净 流出342.92万元。这种分歧表明投资者对当前价位和未来走势的判断不一致。技术面上，当前股价接近 20日布林线上轨所提示的压力位，同时MACD指标显示差离值低于信号线，呈现短期调整态势。这些技 术因素也加剧了震荡。 公司基本面 公司2025年第三季度报告显示，单季度营收同比下降12.85%，归母净利润同比下降47.9%。业绩下滑主 要受新能源行业资本开支放缓导致的收入占比收缩以及行业竞争加剧引发的产品降价影响。这使得市场 对公司短期基本面存在担忧。然而，同时有分析指出，锂电产业链资本开支在2025年一季度同比增速转 正，并逐季加速，市场预期公司业绩最差的时点可能已过去，未来有望受益于下游复苏。这种短期现实 与长期预期的拉锯是造成股价震荡的重要原因。 资金面与技术面 行业状况 经济观察网景津装备（603279）(603279.SH)股价在2026年2月11日上涨4.02%，报18.87元，成交2.02亿 元，表现强于板块。市场对公司短期业绩与下游复苏预期存在博弈，同时资金面分歧和技术面压力加剧 了股价震荡。 股 ...

目前公司属于工业行业，主要产品类型为环保机械，2024年报主营构成为隔膜压滤机:54.04%;厢式压滤 机:16.73%;配套装备:13.15%;滤板:7.81%;滤布:5.44%;其他配件:2.37%;其他业务:0.48%。 同壁财经讯，企查查数据显示，根据《天津业务部-锦州25-3油田I期25-1油田18井油田调整项目/涠洲12- 1中块4井区涠洲6-13项目化学注入橇集中采购》，景津装备股份有限公司于2026年2月10日公告中标中 国海洋石油集团有限公司采购项目，中标金额为572.35万元。 同壁财经讯，企查查数据显示，根据《天津业务部-锦州25-3油田I期25-1油田18井油田调整项目/涠洲12- 1中块4井区涠洲6-13项目化学注入橇集中采购》，景津装备股份有限公司于2026年2月10日公告中标中 国海洋石油集团有限公司采购项目，中标金额为572.35万元。 相关上市公司：景津装备(603279.SH) 同壁财经小贴士： 景津装备（603279.SH）2024年营业收入为61.29亿元，营业收入增长率为-1.92%，归属母公司净利润为 8.48亿元，归属母公司净利润增长率为-15.86%，净资产收益 ...

Core Insights - The report introduces a "Five-Dimensional Industry Comparison Framework" that integrates multiple factors affecting stock price performance, emphasizing the need for a comprehensive analysis rather than relying on a single indicator [3][9] - Historical backtesting from 2016 to February 2025 shows that industries with higher scores in this framework tend to perform better, with annualized returns for the top scoring group at 11.8% compared to -10.5% for the lowest scoring group [21][23] - The report suggests a focus on growth sectors for February, particularly in high valuation industries such as electronics, power equipment, machinery, non-ferrous metals, communications, and computers [3][34] Five-Dimensional Industry Comparison Framework - The framework consists of five dimensions: market style, fundamentals, liquidity, trading, and valuation, with subjective judgments applied to market style, liquidity, and valuation [9][12] - The scoring process involves adjusting weights based on market conditions, with equal weighting during non-earnings seasons and increased emphasis on fundamentals during earnings seasons [8][30] February Market Outlook - The report anticipates a growth-oriented market style for February, with expectations of net inflows from public funds and a focus on high valuation sectors [3][34] - Key industries identified for investment include electronics, power equipment, machinery, non-ferrous metals, communications, and computers, which are expected to benefit from favorable market conditions [34][35] Industry Recommendations - **Electronics and Communications**: Companies like Zhongji Xuchuang and ShenNan Circuit are highlighted for their strong positions in AI-related markets and expected growth in demand for high-end products [36] - **Power Equipment**: Firms such as Shenghong Co. and Yangguang Electric are recommended due to their potential benefits from overseas storage and AI power sectors [40] - **High-End Manufacturing**: Companies like Anpeilong and Jingjin Equipment are noted for their advancements in robotics and AI applications, with significant growth potential [42] - **Non-Ferrous Metals**: Companies like Zijin Mining and Luoyang Molybdenum are expected to benefit from rising copper prices and strategic stockpiling initiatives [46][47] - **Computers**: Firms such as Hikvision and Kingsoft are recognized for their strong AI capabilities and market positioning, with expectations for sustained growth [49][50]

证券日报网讯 2月4日，景津装备在互动平台回答投资者提问时表示，公司的主要原材料是钢材和聚丙 烯，公司会根据原材料价格变动情况、公司发展情况、市场竞争情况等综合制定价格策略。 （文章来源：证券日报） ...

证券日报网讯2月4日，景津装备（603279）在互动平台回答投资者提问时表示，近年来公司坚持技术创 新驱动，技术研发和创新体系不断完善，产品种类得到进一步丰富，新产品、新技术的不断发展促进了 公司多项业务领域的拓展。公司披露的2025年半年度报告显示，公司产品在矿物及加工和环保行业的收 入占比较高。 ...

Core Viewpoint - On February 2, Jingjin Equipment experienced a decline of 8.42% in stock price, with a trading volume of 447 million yuan, indicating a significant market reaction to recent financial performance [1] Financing Summary - On February 2, Jingjin Equipment had a financing buy-in amount of 31.61 million yuan and a financing repayment of 35.33 million yuan, resulting in a net financing outflow of 3.72 million yuan [1] - As of February 2, the total financing and securities lending balance for Jingjin Equipment was 112 million yuan, with a financing balance of 110 million yuan, accounting for 1.04% of the circulating market value, which is below the 10% percentile level over the past year [1] - In terms of securities lending, Jingjin Equipment repaid 3,000 shares and sold 1,300 shares on February 2, with a selling amount of 23,900 yuan, while the securities lending balance was 1.63 million yuan, exceeding the 90% percentile level over the past year [1] Company Overview - Jingjin Equipment Co., Ltd. is located in Dezhou Economic Development Zone, Shandong Province, and was established on December 28, 2010, with its listing date on July 29, 2019 [1] - The company specializes in the production and sales of various filter press machines and supporting equipment [1] Financial Performance - For the period from January to September 2025, Jingjin Equipment reported an operating income of 4.2 billion yuan, a year-on-year decrease of 10.7%, and a net profit attributable to shareholders of 435 million yuan, down 34.53% year-on-year [1] Shareholder Information - As of September 30, 2025, Jingjin Equipment had 20,400 shareholders, a decrease of 3.41% from the previous period, with an average of 28,274 circulating shares per shareholder, an increase of 3.53% [1] - The cumulative cash dividends paid by Jingjin Equipment since its A-share listing amount to 3.183 billion yuan, with 2.087 billion yuan paid out in the last three years [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third-largest shareholder with 29.42 million shares, an increase of 7.45 million shares from the previous period [2]