Core Viewpoint - As of November 27, a total of 153 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Significant Net Buying - The stocks with the longest consecutive net buying days are Aucma and Beijing-Shanghai High-Speed Railway, both having received net buying for 13 consecutive trading days [1] - Other notable stocks with significant net buying days include Source Pet, Zhenjiang Co., San Da Membrane, CRRC Corporation, Hangxiao Steel Structure, Zhongyuan Highway, Parker New Materials, and Guomao Co. [1]

三达膜环境技术股份有限公司 2025 年第四次临时股东会会议资料 2025 年 12 月 证券代码：688101 证券简称：三达膜 三达膜环境技术股份有限公司 2025 年第四次临时股东会会议资料 三达膜环境技术股份有限公司 2025 年第四次临时股东会资料目录 | 三达膜 | 2025 | 年第四次临时股东会会议须知. | 3 | | | --- | --- | --- | --- | --- | | 三达膜 | 2025 | 年第四次临时股东会会议议程 | | 5 | | 三达膜 | 2025 | 年第四次临时股东会议案 | 7 | | | 议案一：《关于使用部分闲置自有资金进行现金管理的议案》 | | 7 | | | | 议案二：《关于 | 2026 | 年度日常关联交易额度预计的议案》 | | 11 | 2 三达膜环境技术股份有限公司 2025 年第四次临时股东会会议资料 三达膜环境技术股份有限公司 2025 年第四次临时股东会会议须知 为了维护全体股东的合法权益，确保股东会的正常秩序和议事效率，保证会 议的顺利进行，根据《中华人民共和国公司法》《中华人民共和国证券法》《上市 公司治理准则》《上海证券 ...

Core Points - Sanda Membrane announced that its major shareholder, Qingyuan (China) Co., Ltd., has reduced its stake in the company by 3,320,120 shares, representing 1% of the total share capital [2] - Following the reduction, Qingyuan's holdings decreased from 85,682,350 shares (25.81% of total shares) to 82,362,230 shares (24.81% of total shares) [2] Summary by Category - **Shareholder Actions** - Qingyuan (China) Co., Ltd. executed a share reduction plan, successfully selling 3,320,120 shares through centralized bidding [2] - The reduction in shareholding has resulted in a decrease in ownership percentage from 25.81% to 24.81% [2] - **Company Overview** - Sanda Membrane's total share capital is impacted by the actions of its major shareholder, which may influence market perception and investor confidence [2]

Core Points - The company SanDa Membrane (688101.SH) announced that its shareholder Qingyuan China has completed a share reduction plan, selling 3.3201 million shares, which accounts for 1% of the company's total share capital [1] - Following this reduction, Qingyuan China's shareholding decreased from 85.6824 million shares to 82.3622 million shares, resulting in a reduction of its ownership percentage from 25.81% to 24.81% [1]

证券代码：688101 证券简称：三达膜 公告编号：2025-071 股东清源（中国）有限公司保证向本公司提供的信息真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律 责任。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 大股东持股的基本情况 本次减持计划实施前，三达膜环境技术股份有限公司（以下简称"三达膜" 或"公司"）持股 5%以上股东清源（中国）有限公司（以下简称"清源中国"） 持有公司股份 85,682,350 股，占公司总股本的 25.81%，上述股份为无限售流通 股且来源为公司首次公开发行股票并上市前取得的股份。 减持计划的实施结果情况 公司于 2025 年 9 月 2 日在上海证券交易所网站（www.sse.com.cn）披露了 《关于持股 5%以上股东通过集中竞价方式减持股份计划公告》（公告编号： 2025-042），公司持股 5%以上股东清源中国拟通过集中竞价方式减持其所持有的 公司股份不超过 3,320,120 股，拟减持股份占公司总股本的比例不超过 1%，减 持期限为自本公告披露之日起 15 个交易 ...

Core Insights - The environmental governance sector saw a slight increase of 0.45% on November 20, while the Shanghai Composite Index decreased by 0.4% and the Shenzhen Component Index fell by 0.76% [1] Group 1: Market Performance - The environmental governance sector's main stocks experienced mixed performance, with the leading stock being Beijete [1] - The Shanghai Composite Index closed at 3931.05, and the Shenzhen Component Index closed at 12980.82 [1] Group 2: Capital Flow - The environmental governance sector experienced a net outflow of 93.23 million yuan from main funds, while retail investors saw a net outflow of 73.20 million yuan [2] - Conversely, speculative funds recorded a net inflow of 166 million yuan [2] Group 3: Individual Stock Performance - Huicheng Environmental had a main fund net inflow of 97.52 million yuan, while retail investors had a net outflow of 86.75 million yuan [2] - Shengyuan Environmental saw a main fund net inflow of 86.25 million yuan, with a retail net outflow of 12.70 million yuan [2] - Beijete recorded a main fund net inflow of 75.07 million yuan, but faced a retail net outflow of 33.78 million yuan [2] - Other notable stocks included Fulongma, Sandamembrane, and Dechuang Environmental, each with varying levels of net inflows and outflows from different investor categories [2]

Group 1 - The sugar substitute concept index rose by 0.32%, ranking 9th among concept sectors, with five stocks increasing in value, including Huazi Industrial which hit the daily limit, and SanDa Membrane, Shengquan Group, and Luxin Investment showing gains of 13.74%, 1.98%, and 1.18% respectively [1] - The leading stocks in the sugar substitute concept with significant inflows of main funds include SanDa Membrane with a net inflow of 45.40 million yuan, followed by Huazi Industrial, Bailong Chuangyuan, and Jinhai Biological with net inflows of 32.89 million yuan, 2.08 million yuan, and 1.73 million yuan respectively [2][3] Group 2 - The main fund inflow ratios for Huazi Industrial, SanDa Membrane, and Bailong Chuangyuan were 31.12%, 10.70%, and 4.32% respectively, indicating strong investor interest in these stocks [3] - The sugar substitute concept experienced a net outflow of 5.73 million yuan today, despite some stocks attracting significant inflows [2]

Core Viewpoint - The lithium extraction concept stocks experienced significant movement, with companies like Beijiete and Zhengguang shares hitting the 20% daily limit, driven by rising lithium carbonate futures prices and strategic acquisitions in the mining sector [1] Group 1: Market Movement - On November 20, the three major A-share indices collectively declined, with the ChiNext index dropping by 1.12% [1] - Lithium extraction concept stocks showed collective movement, with Beijiete and Zhengguang both reaching the 20% daily limit, and Sandamembrane rising over 10% [1] Group 2: Lithium Market Dynamics - The main contract for lithium carbonate futures broke through 100,000 yuan/ton, with a peak increase of over 4% observed on the morning of November 21 [1] - The lithium battery supply chain is witnessing significant large orders, indicating strong demand [1] Group 3: Strategic Developments - On November 19, Beijiete announced plans to acquire a 55% stake in Dahao Mining, enhancing its mining development business layout [1] Group 4: Industry Growth Outlook - According to Zhongyou Securities, China's energy storage industry has established a sustained growth cycle of 3-5 years [1] - The rapid growth of AI-driven data centers, which require high power and have significant fluctuations, is expected to drive the demand for energy storage solutions, with overseas energy storage annual growth rates projected to reach 40%-50% in the next two to three years, becoming a major growth driver for lithium carbonate demand [1]

长江证券承销保荐有限公司 关于三达膜环境技术股份有限公司 使用部分暂时闲置募集资金进行现金管理的核查意见 | 发行名称 | 年首次公开发行股份 | 2019 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 募集资金到账时 | 年 | 月 | 日 | 2019 | 11 | 12 | 间 | | | 募集资金总额 | 万元 | 152,416.22 | | | | | | | | 募集资金净额 | 万元 | 145,024.66 | □不适用 | | | | | | | 超募资金总额 | 适用，4,024.66 | 万元 | | | | | | | | 累计投入进度 | 达到预定可使用 | 项目名称 | （%） | 状态时间 | | | | | | 该项目已取消， | 无机陶瓷纳滤芯及其净水器生产线 | 已变更为白城、 | | | | | | | | 不适用 | 项目 | 定陶、巨野、洮 | | | | | | | | 南项目 | 白城市污水处理厂扩建工程项目 | 年 | 月 | | | | | | | 31.03 ...

长江证券承销保荐有限公司 关于三达膜环境技术股份有限公司 使用部分闲置募集资金暂时补充流动资金的核查意见 长江证券承销保荐有限公司（以下简称"长江保荐"或"保荐机构"）作为三达 膜环境技术股份有限公司（以下简称"三达膜"或"公司"）首次公开发行股票并在 科创板上市的保荐机构，根据《证券发行上市保荐业务管理办法》《上海证券交 易所科创板股票上市规则》《上市公司募集资金监管规则》及《上海证券交易所 科创板上市公司自律监管指引第 1 号——规范运作》等规范性法律文件的要求， 对三达膜使用部分闲置募集资金补充流动资金事宜进行了核查，核查情况及意见 如下： 一、募集资金基本情况 | 发行名称 | 2019 | | 年首次公开发行股份 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 募集资金总额 | | | | | | 152,416.22 | 万元 | | 募集资金净额 | | | | | | 145,024.66 | 万元 | | 募集资金到账时间 | 2019 | 年 11 | 月 12 | 日 | | | | | 前次用于临时补充流动资金 ...