证券代码：603686 证券简称：福龙马 公告编号：2025-040 福龙马集团股份有限公司 2025 年度对外投资事项进展公告（七） 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 担个别及连带责任。 福龙马集团股份有限公司（以下简称"公司"）根据业 务开展的实际情况和《公司章程》规定，经公司总裁办公会 审议通过，同意在海南省、天津市、河北省等地设立子公司。 上述投资事项于近期完成相应的工商登记手续，相关事项进 展情况如下： 一、对外投资事项一 成立时间：2025年7月8日 经营范围：许可经营项目：城市生活垃圾经营性服务； 城市建筑垃圾处置（清运）；餐厨垃圾处理（许可经营项目 凭许可证件经营）一般经营项目：城市公园管理；城乡市容 管理；市政设施管理；城市绿化管理；名胜风景区管理；环 境卫生公共设施安装服务；游览景区管理；环境卫生管理（不 含环境质量监测，污染源检查，城市生活垃圾、建筑垃圾、 餐厨垃圾的处置服务）；水资源管理；规划设计管理；打捞 服务；运输货物打包服务；环境保护监测；工程和技术研究 和试验发展；建筑物清洁服务；新能源汽车整 ...

福龙马（603686）(603686.SH)发布公告，公司本月预中标的环卫服务项目数1个，合计首年服务费金额 为1,272.08万元(占公司2024年度经审计营业收入的0.25%)，合同总金额为3,816.25万元。 ...

智通财经APP讯，福龙马(603686.SH)发布公告，公司本月预中标的环卫服务项目数1个，合计首年服务 费金额为1,272.08万元(占公司2024年度经审计营业收入的0.25%)，合同总金额为3,816.25万元。 ...

格隆汇7月31日丨福龙马公告，公司2025年7月预中标河北省的环卫服务项目，首年服务费金额1272.08 万元，占公司2024年度经审计营业收入的0.25%。合同总金额为3816.25万元。截至公告披露日，公司本 年度环卫服务项目中标数26个，合计首年服务费金额为4.09亿元，合同总金额为11.7亿元。这将对公司 2025年及以后的经营业绩产生积极影响。公司在履行的环卫服务项目年化合同金额40.66亿元，合同总 金额335.46亿元。 ...

福龙马（603686）公告，公司2025年7月预中标河北省的环卫服务项目，首年服务费金额1272.08万元， 占公司2024年度经审计营业收入的0.25%。合同总金额为3816.25万元。截至公告披露日，公司本年度环 卫服务项目中标数26个，合计首年服务费金额为4.09亿元，合同总金额为11.7亿元。这将对公司2025年 及以后的经营业绩产生积极影响。公司在履行的环卫服务项目年化合同金额40.66亿元，合同总金额 335.46亿元。 ...

Group 1 - The establishment of Fulongma Environmental Services (Haikou Longhua) Co., Ltd. has been reported, with a registered capital of 100,000 yuan [1] - The legal representative of the company is Huang Biao, and it is fully owned by Fulongma [1] - The company's business scope includes urban household waste management services, construction waste disposal, and kitchen waste treatment, among other environmental services [1] Group 2 - The company is involved in various general business activities such as urban park management, municipal facility management, and environmental sanitation management [1] - It also engages in the sale of new energy vehicles, ship sales, and electric vehicle sales, indicating a diversification in its operations [1] - The company is required to operate under relevant licenses for its permitted business activities, ensuring compliance with regulatory standards [1]

Core Insights - The environmental governance sector experienced a decline of 0.51% on July 30, with ST New Power leading the drop [1] - The Shanghai Composite Index closed at 3615.72, up 0.17%, while the Shenzhen Component Index closed at 11203.03, down 0.77% [1] Stock Performance - Deep Water Haina (300961) closed at 19.77, up 5.10% with a trading volume of 365,900 shares and a transaction value of 712 million [1] - AVIC Teda (836263) closed at 16.80, up 3.32% with a trading volume of 73,400 shares and a transaction value of 122 million [1] - China Electric Environmental Protection (300172) closed at 5.72, up 3.25% with a trading volume of 536,300 shares and a transaction value of 304 million [1] - Green Ecological (002887) closed at 9.67, up 2.98% with a trading volume of 481,300 shares and a transaction value of 454 million [1] - Qianjiang Water Conservancy (600283) closed at 10.55, up 2.63% with a trading volume of 268,800 shares and a transaction value of 281 million [1] - Baichuan Changyin (300614) closed at 15.50, up 2.11% with a trading volume of 45,100 shares and a transaction value of 69 million [1] - Weili (300190) closed at 3.92, up 2.08% with a trading volume of 113,900 shares and a transaction value of 44 million [1] - Other notable stocks include Fulongma (603686) and Sandamembrane (688101) with respective increases of 1.42% and 1.36% [1] Capital Flow - The environmental governance sector saw a net outflow of 467 million from main funds, while retail funds experienced a net inflow of 266 million [3] - Speculative funds recorded a net inflow of 201 million [3]

从上证健康产业指数持仓样本的行业来看，医药卫生占比39.55%、主要消费占比29.68%、工业占比 24.70%、公用事业占比6.07%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。每次调整的样本比例一般不超过20%。权重因子随样本定期调整而调整，调整时间与指数样本 定期调整实施时间相同。在下一个定期调整日前，权重因子一般固定不变。特殊情况下将对指数进行临 时调整。当样本退市时，将其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照 计算与维护细则处理。 金融界7月21日消息，上证指数高开高走，上证健康产业指数 (上证健康，H50044)报1143.60点。 从指数持仓来看，上证健康产业指数十大权重分别为：上海洗霸（3.12%）、药明康德（2.5%）、生物 股份（2.38%）、中牧股份（2.2%）、道通科技（2.18%）、福龙马（2.14%）、恒瑞医药（2.12%）、 惠泰医疗（2.11%）、甘李药业（2.06%）、海南橡胶（2.05%）。 数据统计显示，上证健康产业指数近一个月上涨4.93%，近三个月上涨8.76%，年至今上涨7.27 ...

Group 1 - The metal recycling sector saw an increase of 2.08%, ranking fifth among concept sectors, with 50 stocks rising, including Nanmin Group, Jinyuan Co., and Huahong Technology hitting the daily limit [1][2] - Notable gainers in the sector included Huaxin Environmental Protection, Kaida Catalysis, and Northern Rare Earth, which rose by 15.05%, 10.67%, and 9.87% respectively [1][2] - The sector experienced a net inflow of 2.542 billion yuan from main funds, with 26 stocks receiving net inflows, and 9 stocks seeing inflows exceeding 50 million yuan [2][3] Group 2 - Northern Rare Earth led the net inflow with 2.109 billion yuan, followed by Huahong Technology, Jinyuan Co., and Fulongma with net inflows of 150.21 million yuan, 114 million yuan, and 81.686 million yuan respectively [2][3] - The top three stocks by net inflow ratio were Jinyuan Co. at 45.14%, Nanmin Group at 31.26%, and High Energy Environment at 16.33% [3][4] - The overall performance of the metal recycling sector was supported by significant trading volumes, with Northern Rare Earth achieving a turnover rate of 12.69% [3][4]

Group 1 - The core business of the company is engaged in intelligent equipment manufacturing and environmental industry ecological operation, with a wide range of products including various types of cleaning and waste management vehicles [2] - As of the first quarter of 2025, the company reported operating revenue of 1.164 billion yuan, a year-on-year decrease of 1.75%, and a net profit of 63.49 million yuan, a year-on-year decrease of 2.37%, with a gross profit margin of 22.52% [2] - The company's current price-to-earnings (PE) ratio is 45.81, with a total market value of 6.593 billion yuan, ranking 88th in the environmental industry, which has an average PE of 52.91 [1][3] Group 2 - As of the first quarter of 2025, there are 7 institutions holding shares in the company, with a total holding of 49.9652 million shares valued at 752 million yuan [1] - The company has received several honors, including "National Standard Five-Star After-Sales Service Enterprise" and "Top 10 After-Sales Service" [2] - The environmental industry has a median PE of 31.40, indicating that the company is trading at a premium compared to its peers [3]