同壁财经讯，企查查数据显示，根据《潮安区生活垃圾收运处置体系提升项目设备采购中标结果》，福 龙马集团股份有限公司于2026年1月30日公告中标中铁十九局集团华东工程有限公司采购项目，中标金 额为1259.82万元。 相关上市公司：福龙马(603686.SH) 同壁财经小贴士： 福龙马（603686.SH）2024年营业收入为50.40亿元，营业收入增长率为-1.30%，归属母公司净利润为 1.45亿元，归属母公司净利润增长率为-37.43%，净资产收益率为4.38%。 2025年上半年公司营业收入为24.23亿元，营业收入增长率为-1.55%，归属母公司净利润为0.94亿元，归 属母公司净利润增长率为-0.93%。 目前公司属于工业行业，主要产品类型为专用设备与零部件，2024年报主营构成为环卫产业服 务:75.88%;智能装备:21.4%;其他:1.76%;其他业务:0.96%。 同壁财经讯，企查查数据显示，根据《潮安区生活垃圾收运处置体系提升项目设备采购中标结果》，福 龙马集团股份有限公司于2026年1月30日公告中标中铁十九局集团华东工程有限公司采购项目，中标金 额为1259.82万元。 相关上市公司： ...

共52只个股出现了机构的身影。 | 阴用共亚 | 1 V.V 1 /0 | 61 JU.VV | | --- | --- | --- | | 潜能恒信 | 20.00% | -3028.65 | | 准油股份 | 10.04% | -3334.69 | | 锌业股份 | 7.45% | -3425.86 | | 晓程科技 | 19.52% | -6443.25 | | 火炬田子 | -10.01% | -6700.45 | | 洲际油气 | 10.06% | -6948.66 | | 北方铜业 | 10.00% | -9979.30 | | 铜陵有色 | 10.06% | -14094.42 | | 北化股份 | -9.99% | -14498.79 | | 萃华珠宝 | -10.03% | -16479.46 | | 招金黄金 | 9.99% | -19436.77 | | 五粮液 | 10.00% | -29093.00 | | 振石股份 | 121.65% | -32296.93 | | 江西铜业 | 9.56% | -50507.89 | | 白银有色 | 9.99% | -69502.27 | 第□ ...

Group 1 - The core viewpoint of the news is that Fulongma's stock has experienced fluctuations, with a recent increase of 2.23% and a current price of 26.10 CNY per share, while the company has seen a year-to-date decline of 12.09% [1] - As of January 23, the company had a total market capitalization of 10.843 billion CNY and a trading volume of 4.92 billion CNY, with a turnover rate of 4.61% [1] - The main business of Fulongma includes the research, production, and sales of environmental sanitation equipment, with revenue composition being 77.01% from environmental industry ecological operations, 20.70% from intelligent equipment, and 1.30% from other sources [1] Group 2 - As of September 30, the number of shareholders for Fulongma reached 100,000, an increase of 33.02% from the previous period, while the average circulating shares per person decreased by 24.82% to 4,156 shares [2] - For the period from January to September 2025, Fulongma reported operating revenue of 3.599 billion CNY, a year-on-year decrease of 5.07%, and a net profit attributable to shareholders of 113 million CNY, down 1.83% year-on-year [2] - Fulongma has distributed a total of 933 million CNY in dividends since its A-share listing, with 273 million CNY distributed over the past three years [3]

东吴证券近日发布环卫无人化系列：2025年环卫无人中标项目总金额超126亿元(含服务)，同增150%， 广东位列第一。2025年，国内成功开标的无人环卫设备采购和试点项目已达220余项，披露的总金额超 126亿元，同比增长超过150%。涉及的无人环卫设备数量约1300台。广东项目中标数量占比达41%。 2025M1-8已开标的无人驾驶环卫设备采购总量达858台，"环卫+无人驾驶试点项目"占比69%。 以下为研究报告摘要： 投资要点 投资建议：我们预计伴随着政策驱动+经济性验证，环卫电动化逻辑兑现&无人化启航，2026-2027年有 望加速放量。建议关注【劲旅环境】【宇通重工】【福龙马】【玉禾田】【盈峰环境】【侨银股份】， 对应26年PE分别为17/19/50/14/30/19倍。(估值日期：2026/1/21) 风险提示：新能源渗透率不及预期，无人化不及预期，竞争加剧。(东吴证券袁理,陈孜文,田源) 环卫无人公司新闻：全国多地无人环卫装备试点运营，竞争格局较分散。①盈峰环境：无人清扫车"盈 峰小蜜蜂"于天津民园1920街区投运，该车每小时清扫效率达7150平方米，可连续工作3.5小时，自投入 使用以来日均清扫 ...

格隆汇1月22日丨福龙马(603686.SH)在互动平台表示，目前公司无人清扫机器人不具备除雪作业功能。 ...

Investment Rating - The report maintains an "Accumulate" rating for the environmental protection industry [1]. Core Insights - The report highlights a significant increase in the bidding amount for unmanned sanitation projects, which exceeded 12.6 billion yuan in 2025, marking a year-on-year growth of over 150% [4][14]. - Sales of new energy sanitation vehicles increased by 70.9% in 2025, with a penetration rate rising by 7.67 percentage points to 21.11% [31]. - The report anticipates accelerated growth in the unmanned and electric sanitation sectors driven by policy support and economic viability, with a focus on companies such as Jinjing Environment, Yutong Heavy Industry, and Fulongma [4][31]. Summary by Sections 1. Unmanned Sanitation - In 2025, the total bidding amount for unmanned sanitation projects surpassed 12.6 billion yuan, with Guangdong province leading in project numbers [4][14]. - The number of successful bids for unmanned sanitation equipment reached over 220 projects, covering 26 provinces [14]. - The report notes that unmanned sanitation equipment is entering a commercialization phase, with significant policy support from the government [10][24]. 2. New Energy Sanitation Vehicles - New energy sanitation vehicle sales reached 16,119 units in 2025, reflecting a year-on-year increase of 70.9% [31]. - The overall sales of sanitation vehicles amounted to 76,346 units, with a total growth of 8.82% [31]. - The report identifies that the highest sales growth for new energy sanitation vehicles occurred in Henan province, while Shanghai recorded the highest penetration rate at 69.5% [31]. 3. Policy Support - The report emphasizes the increasing frequency of policies promoting unmanned sanitation, which are accelerating market adoption [24]. - Key cities are implementing supportive measures, including funding subsidies and demonstration applications, to facilitate the deployment of unmanned sanitation vehicles [24][26]. 4. Economic Viability - The economic analysis indicates that small-tonnage unmanned sanitation vehicles can replace 3-4 workers, achieving cost-effectiveness within 2-5 years depending on the vehicle price [27]. - The report suggests that as the price of these vehicles decreases, their economic advantages will become more pronounced [27]. 5. Company Developments - Companies like Yingfeng Environment and Fulongma are actively deploying unmanned sanitation vehicles across various cities, with significant operational milestones achieved [12][30]. - The report highlights the competitive landscape, noting that the market is relatively fragmented with several players making strides in unmanned sanitation technology [22][30].

1月15日，福龙马涨0.90%，成交额9.77亿元。两融数据显示，当日福龙马获融资买入额7141.48万元， 融资偿还7493.35万元，融资净买入-351.87万元。截至1月15日，福龙马融资融券余额合计6.90亿元。 责任编辑：小浪快报 截至9月30日，福龙马股东户数10.00万，较上期增加33.02%；人均流通股4156股，较上期减少24.82%。 2025年1月-9月，福龙马实现营业收入35.99亿元，同比减少5.07%；归母净利润1.13亿元，同比减少 1.83%。 分红方面，福龙马A股上市后累计派现9.33亿元。近三年，累计派现2.73亿元。 融资方面，福龙马当日融资买入7141.48万元。当前融资余额6.90亿元，占流通市值的6.41%。 融券方面，福龙马1月15日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元；融 券余量0.00股，融券余额0.00元。 资料显示，福龙马集团股份有限公司位于福建省龙岩市新罗区东肖镇东华社区龙腾南路42号，成立日期 2007年12月21日，上市日期2015年1月26日，公司主营业务涉及环卫清洁装备、垃圾收转装备、新能源 环卫装备等环卫 ...

Group 1 - The core point of the news is that Fulongma's stock experienced a slight increase of 0.64% on January 9, with a trading volume of 1.21 billion yuan and a net financing buy of -6.49 million yuan [1] - On January 9, Fulongma had a financing buy of 132 million yuan, with a total financing balance of 764 million yuan, accounting for 6.53% of its circulating market value [2] - The company reported a revenue of 3.599 billion yuan for the first nine months of 2025, a year-on-year decrease of 5.07%, and a net profit attributable to shareholders of 113 million yuan, down 1.83% year-on-year [2] Group 2 - Fulongma has distributed a total of 933 million yuan in dividends since its A-share listing, with 273 million yuan distributed in the last three years [3] - The company specializes in the research, production, and sales of environmental sanitation equipment, with its main business revenue composition being 77.01% from environmental industry ecological operations, 20.70% from intelligent equipment, and 1.30% from other sources [2] - As of September 30, Fulongma had 100,000 shareholders, an increase of 33.02% from the previous period, while the average circulating shares per person decreased by 24.82% to 4,156 shares [2]

Group 1 - The core viewpoint of the article is that Fulongma (603686) acknowledges that its stock price is influenced by multiple factors and advises investors to be cautious about investment risks [1]

证券日报网讯 1月9日，福龙马（603686）在互动平台回答投资者提问时表示，公司股价走势受宏观经 济环境、行业发展周期及市场情绪等多重因素综合影响，短期波动存在不确定性，请注意投资风险。 ...