每经头条（nbdtoutiao）——"我还在！"林园硬气回应牛市亏钱，"接下来，我还会在！"坚持白酒是"快 乐需求"，科技股买了"愁得睡不着" （记者 贾运可） 每经AI快讯，嘉澳环保10月17日晚间发布三季度业绩公告称，2025年前三季度营收约30.05亿元，同比 增加189.39%；归属于上市公司股东的净利润亏损约2537万元；基本每股收益亏损0.3302元。 ...

浙江嘉澳环保科技股份有限公司2025 年第三季度报告 证券代码：603822 证券简称：嘉澳环保 浙江嘉澳环保科技股份有限公司 2025 年第三季度报告 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。 重要内容提示： 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整，不存 在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是√否 一、主要财务数据 （一） 主要会计数据和财务指标 单位：元币种：人民币 | | | 本报告期比 | | 年初至报告期 | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期增 | 年初至报告期末 | 末比上年同期 | | | | 减变动幅度 | | 增减变动幅度 | | | | (%) | | (%) | | 营业收入 | 1,706,526,032.66 | 511.45 ...

Core Viewpoint - 嘉澳环保 reported significant growth in revenue for the third quarter, with a year-on-year increase of 511.45% [1] Financial Performance - The company's revenue for the third quarter reached 1.707 billion yuan, while the net profit was 52.869 million yuan [1] - For the first three quarters, the total revenue amounted to 3.005 billion yuan, reflecting a year-on-year growth of 189.39% [1] - However, the net profit for the first three quarters showed a loss of 25.366 million yuan [1]

格隆汇10月17日丨嘉澳环保(603822.SH)公布，公司前三季度营业收入30.05亿元，同比增长189.39%； 归属于上市公司股东的净利润-2536.59万元；基本每股收益-0.3302元。 ...

证券代码：603822 股票简称：嘉澳环保 编号：2025-051 浙江嘉澳环保科技股份有限公司 关于子公司引入投资者进展暨完成工商变更登记的公告 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个别及连带责任。 一、本次增资情况概述 浙江嘉澳环保科技股份有限公司（以下简称"公司"）于2025年7月25日召开第六届董事会第二十次会 议，审议通过了《于控股子公司增资扩股暨引入新投资人的议案》、《关于公司放弃对子公司优先认购 权的议案》，同意公司的控股子公司连云港嘉澳新能源有限公司（以下简称"连云港嘉澳"或"标的公 司"）拟增资扩股并引入投资者，标的公司现有股东就本次增资事项放弃优先认购权。投资者（最终确 定为"中国航油集团投资有限公司"，以下简称"中国航油"）拟以261,444,444元人民币取得标的公司新增 注册资本261,444,444元人民币（以下简称"本次增资"）。本次增资完成后，标的公司的注册资本由 2,353,000,000元人民币增加至2,614,444,444元人民币。具体内容详见公司于 2025年7月26日在上海证券交易所 ...

点击查看公告原文>> 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 market嘉澳环保（603822）于2025年10月11日发布公告，披露了子公司引入投资者的最新进展。 2025年7月25日，嘉澳环保第六届董事会第二十次会议审议通过相关议案，同意控股子公司连云港嘉澳 新能源有限公司增资扩股并引入投资者，现有股东放弃优先认购权。最终确定投资者为中国航油集团投 资有限公司，中国航油拟以261,444,444元人民币取得标的公司新增注册资本261,444,444元人民币。 近日，连云港嘉澳已办理完成相关工商变更登记手续，并取得新营业执照。变更完成后，连云港嘉澳的 注册资本从2,353,000,000元人民币增加至2,614,4 ...

证券代码：603822 股票简称：嘉澳环保 编号：2025-051 浙江嘉澳环保科技股份有限公司 关于子公司引入投资者进展暨完成工商变更登记的 公告 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个别及连带责任。 一、本次增资情况概述 浙江嘉澳环保科技股份有限公司（以下简称"公司"）于 2025 年 7 月 25 日召开第六届董事会第二十次会议，审议通过了《于控股子公司增资扩股暨引入 新投资人的议案》、《关于公司放弃对子公司优先认购权的议案》，同意公司的 控股子公司连云港嘉澳新能源有限公司（以下简称"连云港嘉澳"或"标的公司"） 拟增资扩股并引入投资者，标的公司现有股东就本次增资事项放弃优先认购权。 投资者（最终确定为"中国航油集团投资有限公司"，以下简称"中国航油"） 拟以 261,444,444 元人民币取得标的公司新增注册资本 261,444,444 元人民币 （以下简称"本次增资"）。本次增资完成后，标的公司的注册资本由 2,353,000,000 元人民币增加至 2,614,444,444 元人民币。具体内容详见公司于 202 ...

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - In August, the electricity consumption growth rate in the secondary industry increased, contributing the largest increment to total electricity consumption, accounting for 59% of the total increase [3][7] - The total electricity consumption in August reached 10,154 billion kWh, a year-on-year increase of 5.0% [3][6] - The manufacturing sector saw a record monthly growth rate for the year, with high-tech and equipment manufacturing electricity consumption growing by 9.1%, surpassing the average manufacturing growth rate by approximately 4.6 percentage points [3][7] Summary by Sections 1. Electricity: August Secondary Industry Consumption Growth - The total electricity consumption in August was 10,154 billion kWh, with a year-on-year growth of 5.0% [3][6] - The first industry consumed 164 billion kWh (9.7% growth), the second industry consumed 5,981 billion kWh (5.0% growth), the third industry consumed 2,046 billion kWh (7.2% growth), and residential consumption was 1,963 billion kWh (2.4% growth) [3][8] - The secondary industry contributed the most to the total electricity consumption increase, with a significant growth in manufacturing, particularly in high-tech and equipment manufacturing [6][7] 2. Gas: Supply and Demand Stability - Global gas prices have shown narrow fluctuations, with the Henry Hub spot price at $2.90/mmBtu, a weekly increase of 0.17% [16][19] - The LNG national ex-factory price was 4,016 yuan/ton, with a slight weekly decrease of 0.07% [16][36] - The report suggests a positive outlook for city gas companies due to cost reductions and improved profitability [38] 3. Weekly Market Review - The public utility and environmental protection sectors underperformed compared to the CSI 300 index, while the electric equipment sector outperformed [40][42] 4. Company and Industry Dynamics - The report highlights recent government initiatives aimed at promoting high-quality development in energy equipment, focusing on enhancing the efficiency of energy conversion equipment and advancing renewable energy technologies [49] - Key announcements from companies include significant contract wins and strategic investments aimed at enhancing operational capabilities and market positioning [50]

Investment Rating - The report maintains a positive outlook on the power and gas sectors, recommending specific companies for investment based on their performance and market conditions [3][16][18]. Core Insights - The report highlights that in August, the total electricity consumption reached 10,154 billion kWh, marking a year-on-year growth of 5.0%. The second industry contributed the largest increase, accounting for 59% of the total electricity increment [3][8][9]. - The report notes that global gas prices are experiencing slight fluctuations, with the Henry Hub spot price at $2.90/mmBtu and the TTF spot price at €32.15/MWh as of September 26 [18][19]. - The report emphasizes the stable growth in electricity consumption driven by high temperatures and government policies aimed at boosting consumption [8][9]. Summary by Sections 1. Electricity Sector - In August, the second industry saw a significant increase in electricity consumption, with a year-on-year growth of 5.0% and contributing 59% to the total electricity increment [3][9]. - The manufacturing sector achieved a record monthly growth rate, particularly in high-tech and equipment manufacturing, which grew by 9.1% year-on-year [9][10]. - The report recommends investments in hydropower, green energy, nuclear power, and thermal power companies, citing favorable conditions for growth and profitability [16][17]. 2. Gas Sector - The report indicates that the supply-demand dynamics for gas remain stable, with slight fluctuations in global gas prices. The LNG price in Northeast Asia decreased by 2.61% to $11.20/mmBtu [18][19]. - It highlights the steady increase in U.S. natural gas inventories and the impact of mild weather on heating and cooling demands, leading to low price volatility [21][27]. - The report suggests focusing on integrated gas companies and city gas firms that are expected to benefit from cost reductions and improved profitability [41][42]. 3. Market Performance Review - The report notes that the public utility and environmental sectors underperformed compared to the Shanghai and Shenzhen 300 indices, while the power equipment sector outperformed [43][44]. 4. Company and Industry Dynamics - Recent government initiatives aim to enhance the quality of energy equipment and promote the development of renewable energy sources [52]. - The report includes updates on major companies' announcements, including contract wins and strategic investments, which are expected to positively impact their future performance [52][53]. 5. Key Company Valuation Table - The report provides a valuation table for key companies in the public utility and environmental sectors, indicating their market positions and potential for growth [54].

Investment Rating - Investment rating: Positive (maintained) [1] Core Insights - The SAF (Sustainable Aviation Fuel) industry is experiencing a price increase due to reduced overseas supply and strong global demand, with EU and China SAF FOB prices rising by 46% and 33% respectively since the beginning of 2025 [5] - The domestic SAF market is expected to grow rapidly, driven by favorable demand and limited overseas supply, with the potential for Chinese SAF products to gain market share due to their low-carbon attributes [6] Summary by Sections SAF Price Trends - As of September 24, 2025, EU and China SAF FOB prices are $2,705 and $2,400 per ton respectively, marking increases of 46% and 33% since the start of 2025 [5] - The price of waste cooking oil (UCO) is 7,400 RMB per ton, reflecting a 15% increase since the beginning of 2025 [5] Supply and Demand Dynamics - Recent supply constraints include Shell's decision to halt the construction of a large biofuel plant and NESTE's scheduled maintenance for its facilities, which will reduce SAF supply [5] - Demand is bolstered by EU's financial support for SAF procurement and Singapore's plans to implement SAF tax incentives [5] Competitive Landscape - The EU's imposition of anti-dumping duties on US SAF products enhances the competitiveness of Chinese SAF products, as China has not yet established clear subsidy policies for its SAF industry [6] - The potential for more Chinese SAF companies to enter the export whitelist is anticipated, further strengthening the market position of domestic SAF products [6] Beneficiary Companies - Beneficiary companies identified include Jiaao Environmental Protection, Shanggou Environmental Energy, Zhuoyue New Energy, Haineng Science and Technology, and Pengyao Environmental Protection [7]