（文章来源：证券日报） 证券日报网讯 12月17日，福龙马在互动平台回答投资者提问时表示，公司是国内首家专注于环卫领域 的主板上市公司，持续深耕布局城市服务领域，始终致力于环境卫生事业的发展，以智能装备制造和环 境产业生态运营两大业务板块为核心，致力于用科技和创新打造美好人居环境。同时，公司积极拓展高 速、机场、码头、矿区、应急消防等应用领域，打好产品谱系"创新战"，积极开辟新场景、培育新增 长。 ...

经营范围含合同能源管理；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；科技中 介服务；充电桩销售；机动车充电销售；集中式快速充电站；电动汽车充电基础设施运营；充电控制设 备租赁；电池零配件销售；电池销售；配电开关控制设备研发；配电开关控制设备制造；配电开关控制 设备销售；智能输配电及控制设备销售；信息技术咨询服务；技术推广服务；软件开发；专业设计服 务；工程和技术研究和试验发展；信息系统集成服务；集成电路设计；储能技术服务；货物进出口；技 术进出口；以自有资金从事投资活动；自有资金投资的资产管理服务。（除依法须经批准的项目外，凭 营业执照依法自主开展经营活动）。 企业名称厦门深蓝动力智联能源有限公司法定代表人魏文深注册资本2857万人民币国标行业电力、热 力、燃气及水生产和供应业>电力、热力生产和供应业>电力生产地址厦门市思明区塔埔东路166号3105 单元企业类型有限责任公司(自然人投资或控股)营业期限2025-12-15至无固定期限 来源：市场资讯 天眼查显示，近日，厦门深蓝动力智联能源有限公司成立，法定代表人为魏文深，注册资本2857万人民 币，简奕（厦门）投资有限公司、福龙马集团股份有限 ...

| 区景壁立日记、 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | | 卖出营业部 | 是否为专 | | 025-12-15 | 福龙马 | 603686 | 23.96 g | 215.64 | 有限公司还多整影 | 製糖製糖 | | 12月15日，福龙马大宗交易成交9万股，成交额215.64万元，占当日总成交额的0.14%，成交价23.96 元，较市场收盘价26.73元折价10.36%。 ...

丨证券研究报告丨 行业研究丨专题报告丨环保 [Table_Title] 2025M10 新能源环卫装备渗透率达 25.9%， 看好其在降碳政策下的发展 报告要点 [Table_Summary] 2025 年 1-10 月环卫装备销量同比增长 7.3%，新能源环卫装备同比增长 66.6%，新能源环卫 装备在地方财政压力下实现加速增长，10 月单月渗透率达 25.9%。盈峰环境竞争力持续领先， 2025 年下半年头部竞争边际放缓。全国环卫装备电动化试点城市 2025 年 1-10 月渗透率约 27.7%。看好降碳政策下新能源环卫装备发展机会。 分析师及联系人 [Table_Author] SAC：S0490517090001 SAC：S0490520070003 SAC：S0490524080004 SAC：S0490525070006 SFC：BUV415 徐科 贾少波 李博文 盛意 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 [Table_Title 2025M10 新能源环卫装备渗透率达 2] 25.9%，看 好其在降碳政策下的发展 [Table_Summ ...

实达集团 | 301292 | 海科新源 | 65.65 | 29.33 | 1.17 | | --- | --- | --- | --- | --- | | 301584 | 建发致新 | 34.54 | 29.26 | 3.66 | | 002589 | 瑞康医药 | 3.90 | 29.08 | -7.58 | | 301183 | 东田微 | 175.88 | 28.78 | 8.24 | | 301232 | 飞沃科技 | 100.10 | 28.34 | 2.61 | | 603879 | 永悦科技 | 7.29 | 28.32 | 9.95 | | 301396 | 宏景科技 | 70.24 | 28.19 | -1.84 | | 301329 | 信音电子 | 24.88 | 27.96 | -2.12 | | 001386 | 马可波罗 | 24.82 | 27.91 | 10.02 | | 300421 | 力星股份 | 32.02 | 27.91 | 4.03 | | 003018 | 金富科技 | 20.16 | 27.85 | 6.11 | | 300056 | 中创环保 | 11. ...

Group 1 - The wind power market is experiencing rapid growth, leading to increased demand for wind power fiber fabrics, which are essential materials in the manufacturing of wind turbine blades [1][5] - As of August 2025, China's installed wind power capacity reached 579 million kilowatts, a year-on-year increase of 22.1%, with new installations in the first eight months of 2025 growing by 72.1% [1] - The "Beijing Wind Energy Declaration 2.0" sets ambitious targets for wind power capacity, aiming for an annual increase of no less than 120 million kilowatts from 2025 onwards, with a cumulative target of 1.3 billion kilowatts by 2030 [5] Group 2 - The offshore wind power market is gaining momentum, creating new demand for wind power fiber fabrics due to its unique operational conditions [6][10] - Offshore wind power has significant advantages, including an equivalent full-load hour of over 4,000 hours and resource reserves three times that of onshore, which positions it as a core growth area for the wind power industry [6] - By 2024, China's offshore wind power capacity is expected to reach 43.31 million kilowatts, with new installations projected to be 5.4 GW in 2024 and 15 GW by 2027 [6][10] Group 3 - The trend of larger wind turbines is driving the demand for high-end wind power fiber fabrics, as larger blades require materials with superior strength and fatigue resistance [11][13] - The diameter of mainstream onshore wind turbine rotors in China has reached 193 meters, while offshore turbine blades have exceeded 153 meters in length [11] - Carbon fiber fabrics are increasingly preferred over traditional glass fiber due to their lower density (30%-35% lighter) and higher tensile modulus (3-8 times greater), which allows for a weight reduction of over 20% in blade manufacturing [13][15] Group 4 - The wind power fiber fabric market is characterized by high concentration, with leading companies like Zhenhua Co., Taishan Glass Fiber, and Hongfa New Materials dominating the market [18][19] - Zhenhua Co. holds over 35% of the global market share in wind power fiber fabrics as of 2024, maintaining its position as the largest supplier for three consecutive years [18] - The company has established production bases globally and serves major clients, including top ten wind turbine manufacturers, enhancing its competitive advantage [19]

Core Points - The stock of Fulongma (603686) experienced a 2.60% increase today, with a turnover rate of 28.38% and a total trading volume of 3.307 billion yuan [1][2] - The stock was listed on the trading board due to its high turnover rate, with a net buying amount of 61.51 million yuan from brokerage seats [2] - Over the past six months, the stock has appeared on the trading board 19 times, with an average price drop of 1.14% the day after being listed and an average decline of 4.63% over the following five days [3] Trading Data - The top five brokerage seats accounted for a total transaction volume of 752 million yuan, with 407 million yuan in buying and 345 million yuan in selling, resulting in a net buying of 61.51 million yuan [2] - The largest buying brokerage was Guotai Junan Securities Co., Ltd. headquarters, with a buying amount of 123.34 million yuan, while the largest selling brokerage was Guotai Junan Securities Co., Ltd. Shanghai Jing'an District branch, with a selling amount of 101.43 million yuan [2][3] Financial Performance - For the first three quarters, Fulongma reported a total revenue of 3.599 billion yuan, a year-on-year decrease of 5.07%, and a net profit of 113 million yuan, down 1.83% year-on-year [3]

Core Viewpoint - The A-share market is experiencing fluctuations, with the Fujian sector showing strength and the Korean National Pension Service selling US dollars to support the Korean won [1][2]. Group 1: Market Performance - On December 9, the A-share market showed mixed results, with the Shanghai Composite Index down by 0.37%, the Shenzhen Component Index down by 0.39%, and the ChiNext Index up by 0.61% [5][20]. - The computing hardware stocks continued to perform strongly, with companies like Dekeli and Yueling shares hitting the daily limit [6][21]. Group 2: Fujian Sector - The Fujian sector is gaining momentum, with over ten stocks, including Anji Food and Longzhou Co., hitting the daily limit. This is driven by the release of the 15th Five-Year Plan for economic and social development in Quanzhou, which emphasizes the construction of new infrastructure and digital transformation [20][22]. - The plan includes initiatives to optimize the layout of new infrastructure related to networks, computing power, and data, aiming to create a modern, efficient information network [22][23]. Group 3: Korean National Pension Service - The Korean National Pension Service (NPS) has been selling US dollars as part of a tactical foreign exchange hedging strategy to counter the recent depreciation of the Korean won. As of the end of September, NPS held approximately $542 billion in overseas assets [2][18]. - The maximum hedging ratio for NPS is about 15%, equivalent to approximately $81.3 billion, with tactical foreign exchange hedging allowing for adjustments within a ±5% range of its overseas asset portfolio [2][18]. Group 4: Polysilicon Market - On December 9, polysilicon futures contracts saw a significant increase, indicating a bullish trend in the market [26][28]. - The establishment of Beijing Guanghe Qiancheng Technology Co., Ltd., with a registered capital of 3 billion yuan, aims to explore strategic cooperation opportunities within the industry, potentially impacting polysilicon supply and pricing dynamics [29].

截至12月8日收盘，海峡两岸概念上涨2.98%，位居概念板块涨幅第10，板块内，213股上涨，红相股份 20%涨停，闽发铝业、凤竹纺织、厦门信达等涨停，光莆股份、中能电气、亚翔集成等涨幅居前，分别 上涨10.53%、9.27%、8.79%。跌幅居前的有嘉亨家化、龙高股份、招标股份等，分别下跌3.71%、 2.82%、2.61%。 今日涨跌幅居前的概念板块 资金面上看，今日海峡两岸概念板块获主力资金净流入19.54亿元，其中，105股获主力资金净流入，21 股主力资金净流入超亿元，净流入资金居首的是兴业证券，今日主力资金净流入8.02亿元，净流入资金 居前的还有福龙马、永辉超市、工业富联等，主力资金分别净流入6.93亿元、4.82亿元、4.74亿元。 资金流入比率方面，安妮股份、龙洲股份、安记食品等流入比率居前，主力资金净流入率分别为 87.29%、79.54%、69.93%。（数据宝） 海峡两岸概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | ...

格隆汇12月8日｜A股市场海南自贸股表现强势，其中，新大洲A、福龙马、海南发展涨停，康芝药业涨 超6%，凯撒旅业、海马汽车、海南海药、新华都涨超5%。 ...