来源：新浪证券-红岸工作室 12月17日，新中港涨0.71%，成交额2602.04万元，换手率0.77%，总市值34.05亿元。 异动分析 碳中和+碳交易+虚拟电厂+储能 1、2023年12月25日互动易：公司把"打造成具有规模优势，环保和碳排放强度可与天然气机组相媲美的 区域综合能源供应中心和碳中和中心"的区域公用热电联产企业作为发展目标。 目前公司减碳方面具体 措施主要是提效减碳和耦合减碳，提效减碳是公司通过新机组扩建和技术改造，进一步提高机组热效 率、?效率，从而降低碳排放强度；耦合减碳方面，公司控股子公司RDF生产线已经投产，公司耦合固 废和生物质燃料锅炉改造项目即将投运，逐步耦合并加大固废和生物质燃料的比例，将降低燃料成本及 大幅降低碳排放。 2、根据2022年4月10日公告：2019 年和 2020 年合计碳排放配额 264.83 万吨，排放 214.83 万吨，结余 50.01 万吨，结余比例为 18.88%。 2021 年 12 月出售了 50 万吨 3、2023年5月23日互动易：公司可转债募投项目是有计划建设"三维虚拟电厂"系统的内容。即：利用传 感器、监控系统、三维建模技术、数据分析技术 ...

12月11日，新中港盘中下跌2.00%，截至13:27，报8.80元/股，成交2207.78万元，换手率0.62%，总市值 35.25亿元。 资金流向方面，主力资金净流出215.65万元，大单买入87.24万元，占比3.95%，卖出302.88万元，占比 13.72%。 来源：新浪证券-红岸工作室 截至9月30日，新中港股东户数2.29万，较上期增加12.16%；人均流通股17497股，较上期减少10.83%。 2025年1月-9月，新中港实现营业收入5.29亿元，同比减少18.48%；归母净利润9183.45万元，同比增长 2.51%。 分红方面，新中港A股上市后累计派现3.44亿元。近三年，累计派现2.04亿元。 资料显示，浙江新中港热电股份有限公司位于浙江省嵊州市剡湖街道罗东路28号，成立日期1997年10月 17日，上市日期2021年7月7日，公司主营业务涉及采用热电联产的方式进行热力产品和电力产品的生产 及供应。主营业务收入构成为：热电联产95.17%，储能电力4.73%，其他0.10%。 新中港所属申万行业为：公用事业-电力-热力服务。所属概念板块包括：小盘、碳中和、储能、QFII持 股、增持回购 ...

资料显示，浙江新中港热电股份有限公司位于浙江省嵊州市剡湖街道罗东路28号，成立日期1997年10月 17日，上市日期2021年7月7日，公司主营业务涉及采用热电联产的方式进行热力产品和电力产品的生产 及供应。主营业务收入构成为：热电联产95.17%，储能电力4.73%，其他0.10%。 新中港所属申万行业为：公用事业-电力-热力服务。所属概念板块包括：小盘、碳中和、QFII持股、储 能、增持回购等。 截至9月30日，新中港股东户数2.29万，较上期增加12.16%；人均流通股17497股，较上期减少10.83%。 2025年1月-9月，新中港实现营业收入5.29亿元，同比减少18.48%；归母净利润9183.45万元，同比增长 2.51%。 新中港今年以来股价涨35.10%，近5个交易日跌1.87%，近20日跌6.30%，近60日跌1.54%。 今年以来新中港已经9次登上龙虎榜，最近一次登上龙虎榜为7月17日，当日龙虎榜净买入-5126.72万 元；买入总计4983.50万元 ，占总成交额比6.65%；卖出总计1.01亿元 ，占总成交额比13.50%。 来源：新浪证券-红岸工作室 12月10日，新中港盘中下跌 ...

来源：新浪证券-红岸工作室 12月5日，新中港涨0.45%，成交额3085.76万元，换手率0.86%，总市值36.13亿元。 异动分析 碳中和+碳交易+虚拟电厂+储能 1、2023年12月25日互动易：公司把"打造成具有规模优势，环保和碳排放强度可与天然气机组相媲美的 区域综合能源供应中心和碳中和中心"的区域公用热电联产企业作为发展目标。 目前公司减碳方面具体 措施主要是提效减碳和耦合减碳，提效减碳是公司通过新机组扩建和技术改造，进一步提高机组热效 率、?效率，从而降低碳排放强度；耦合减碳方面，公司控股子公司RDF生产线已经投产，公司耦合固 废和生物质燃料锅炉改造项目即将投运，逐步耦合并加大固废和生物质燃料的比例，将降低燃料成本及 大幅降低碳排放。 2、根据2022年4月10日公告：2019 年和 2020 年合计碳排放配额 264.83 万吨，排放 214.83 万吨，结余 50.01 万吨，结余比例为 18.88%。 2021 年 12 月出售了 50 万吨 3、2023年5月23日互动易：公司可转债募投项目是有计划建设"三维虚拟电厂"系统的内容。即：利用传 感器、监控系统、三维建模技术、数据分析技术， ...

Core Viewpoint - The company aims to become a regional comprehensive energy supply center and carbon neutrality center, focusing on carbon reduction through efficiency improvements and coupling reduction methods [2] Group 1: Company Strategy and Goals - The company is developing a regional public utility cogeneration enterprise with scale advantages and environmental performance comparable to natural gas units [2] - Specific measures for carbon reduction include efficiency improvements through new unit expansions and technological upgrades, as well as coupling reduction by increasing the proportion of solid waste and biomass fuel [2] - The company has a plan to construct a "three-dimensional virtual power plant" system to enhance operational efficiency and reliability [2][3] Group 2: Financial Performance - As of September 30, the company reported a revenue of 529 million yuan, a year-on-year decrease of 18.48%, while net profit attributable to shareholders was 91.83 million yuan, a year-on-year increase of 2.51% [8] - The company has distributed a total of 344 million yuan in dividends since its A-share listing, with 204 million yuan distributed over the past three years [8] Group 3: Market Activity - On December 3, the company's stock price fell by 0.98%, with a trading volume of 29.83 million yuan and a turnover rate of 0.82%, resulting in a total market capitalization of 3.645 billion yuan [1] - The stock has seen a net outflow of 1.0061 million yuan from major funds today, with a continuous reduction in major fund positions over the past three days [4][5]

证券代码：605162 证券简称：新中港 公告编号：2025-072 转债代码：111013 转债简称：新港转债 浙江新中港热电股份有限公司 关于股份回购进展公告 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法律责任。 | 重要内容提示： | | | | --- | --- | --- | | 回购方案首次披露日 | 2025/7/1 | | | 回购方案实施期限 | 2025 年 6 月 30 日~2026 年 6 月 29 | 日 | | 预计回购金额 | 4,000万元~8,000万元 | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | | □用于转换公司可转债 | | | | □为维护公司价值及股东权益 | | | 累计已回购股数 | 5,675,600股 | | | 累计已回购股数占总股本比例 | 1.42% | | | 累计已回购金额 | 49,994,854.00元 | | | 实际回购价格区间 | 8.51元/股~8.97元/股 | | 一、 回购股份的基本情况 基于对浙江新中港热电股份 ...

Investment Rating - The report maintains a "Buy" rating for key companies in the construction and decoration industry, highlighting their potential for growth and profitability in overseas markets [8][29]. Core Insights - The construction industry is experiencing a significant trend towards overseas expansion, driven by urbanization and industrialization in emerging markets, as well as the relocation of manufacturing capacity from China [1][11]. - There is a notable increase in overseas engineering demand, with specialized engineering firms expected to benefit significantly from this trend [1][11]. - The report emphasizes the importance of companies with competitive advantages in niche markets, recommending specific firms such as China Chemical, Jinggong Steel Structure, Jianghe Group, China National Materials, and China Steel International [1][11][19]. Summary by Sections Industry Investment Rating - The report recommends a "Buy" rating for several key players in the construction sector, including China Chemical (PE 6.3X), Jinggong Steel Structure (PE 10.7X), Jianghe Group (PE 12X), China National Materials (PE 7.3X), and China Steel International (PE 10X) [1][29]. Overseas Demand Drivers - Three main factors are driving the high demand for overseas construction: 1. Rapid economic growth in emerging regions such as Southeast Asia, Africa, and the Middle East, leading to increased infrastructure investment [19]. 2. The transfer of excess production capacity from China, particularly in cement and steel, to overseas markets, which is expected to boost regional engineering demand [19]. 3. The collaborative demand for construction services as various industries expand internationally, with a significant number of A-share companies reporting overseas revenue growth [19] [28]. AI and Semiconductor Cleanroom Growth - The report highlights the ongoing surge in global computing power demand driven by AI development, which is expected to lead to substantial growth in the semiconductor cleanroom market [3][26]. - It forecasts that global and Chinese semiconductor cleanroom investments will reach approximately 1680 billion and 504 billion respectively by 2025, representing about 15% of total industry capital expenditure [26]. High Dividend Yield Opportunities - The report identifies several construction companies with robust performance and high dividend yields, suggesting that these firms will attract long-term capital inflows. Key companies include Sichuan Road and Bridge (6.6%), Jianghe Group (6.5%), Jinggong Steel Structure (6.5%), Anhui Construction (5.7%), Tunnel Shares (5.5%), and Sanwei Chemical (6.4%) [7][28][29]. Recommendations for Specific Companies - The report recommends focusing on companies that are well-positioned to benefit from the ongoing trends, including: - China Chemical for chemical engineering overseas expansion - Jinggong Steel Structure for steel structure projects - Jianghe Group for high-end curtain wall projects - China National Materials for cement engineering - China Steel International for metallurgy projects - Semiconductor cleanroom leaders such as Yaxin Integration, Shenghui Integration, and Bocheng Co. [1][11][19][29].

Core Points - The stock price of New Zhonggang increased by 2.02% on November 25, reaching 9.08 CNY per share, with a total market capitalization of 3.637 billion CNY [1] - Year-to-date, New Zhonggang's stock price has risen by 37.37%, but it has experienced a decline of 3.61% over the last five trading days [2] - The company has been listed on the "Dragon and Tiger List" nine times this year, with the most recent instance on July 17, where it recorded a net buy of -51.2672 million CNY [2] Company Overview - New Zhonggang, established on October 17, 1997, is located in Shengzhou City, Zhejiang Province, and was listed on July 7, 2021 [2] - The company's main business involves the production and supply of thermal and electric products through cogeneration, with revenue composition being 95.17% from cogeneration, 4.73% from energy storage, and 0.10% from other sources [2] - As of September 30, the number of shareholders increased by 12.16% to 22,900, while the average circulating shares per person decreased by 10.83% to 17,497 shares [2] Financial Performance - For the period from January to September 2025, New Zhonggang reported operating revenue of 529 million CNY, a year-on-year decrease of 18.48%, while the net profit attributable to the parent company was 91.8345 million CNY, reflecting a year-on-year increase of 2.51% [2] - Since its A-share listing, the company has distributed a total of 344 million CNY in dividends, with 204 million CNY distributed over the past three years [3]

Core Viewpoint - The company aims to become a regional comprehensive energy supply center and carbon neutrality center, focusing on carbon reduction through efficiency improvements and coupling reduction methods [2] Group 1: Company Developments - The company has set a development goal to establish a regional public utility cogeneration enterprise with scale advantages and carbon emission intensity comparable to natural gas units [2] - Specific measures for carbon reduction include efficiency improvements through new unit expansions and technological upgrades, as well as coupling reduction through the production line of its subsidiary RDF [2] - The company plans to construct a "three-dimensional virtual power plant" system to enhance operational efficiency and reliability through real-time data analysis and modeling [2][3] Group 2: Financial Performance - As of September 30, the company reported a total revenue of 529 million yuan for the first nine months of 2025, a year-on-year decrease of 18.48%, while net profit attributable to shareholders was 91.83 million yuan, a year-on-year increase of 2.51% [8] - The company has distributed a total of 344 million yuan in dividends since its A-share listing, with 204 million yuan distributed over the past three years [8] Group 3: Market Activity - On November 24, the company's stock rose by 2.30%, with a trading volume of 66.15 million yuan and a turnover rate of 1.86%, bringing the total market capitalization to 3.565 billion yuan [1] - The main capital flow showed a net outflow of 5.4851 million yuan, indicating a reduction in main capital positions over the past two days [4][5]

Group 1 - The core viewpoint of the news is that New Zhonggang's stock has shown fluctuations in price and trading volume, with a notable increase in stock price this year despite recent declines [1][2] - As of November 24, New Zhonggang's stock price rose by 2.07% to 8.88 CNY per share, with a total market capitalization of 3.557 billion CNY [1] - The company has experienced a net outflow of main funds amounting to 2.7846 million CNY, with significant selling pressure observed in large orders [1] Group 2 - New Zhonggang's stock has increased by 34.34% year-to-date, but has seen a decline of 6.72% in the last five trading days [1] - The company has appeared on the trading leaderboard nine times this year, with the most recent instance on July 17, where it recorded a net buy of -51.2672 million CNY [1] - The company operates primarily in the heat and power production sector, with 95.17% of its revenue coming from combined heat and power generation [1][2] Group 3 - As of September 30, the number of shareholders for New Zhonggang increased by 12.16% to 22,900, while the average circulating shares per person decreased by 10.83% to 17,497 shares [2] - For the period from January to September 2025, New Zhonggang reported operating revenue of 529 million CNY, a year-on-year decrease of 18.48%, while net profit attributable to shareholders increased by 2.51% to 91.8345 million CNY [2] Group 4 - Since its A-share listing, New Zhonggang has distributed a total of 344 million CNY in dividends, with 204 million CNY distributed over the past three years [3]