证券之星消息，12月15日化学制品板块较上一交易日上涨0.65%，卓越新能领涨。当日上证指数报收于 3867.92，下跌0.55%。深证成指报收于13112.09，下跌1.1%。化学制品板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日化学制品板块主力资金净流入2316.97万元，游资资金净流出2472.14万元，散 户资金净流入155.17万元。化学制品板块个股资金流向见下表： ...

Core Insights - The report emphasizes the investment themes for 2026 in the environmental sector, focusing on overseas expansion, carbon reduction, and pollution control as key strategies under the "14th Five-Year Plan" [3][6] - The environmental industry is experiencing a transition as domestic infrastructure peaks, with a projected 4.9% year-on-year growth in sector performance for the first three quarters of 2025 [6][28] Policy Guidance - The "14th Five-Year Plan" has not yet met carbon reduction targets, indicating a need for continued efforts in this area, while other environmental goals have been largely achieved [22][24] - The "15th Five-Year Plan" aims to synergize carbon peak and neutrality goals with pollution reduction and green growth initiatives [6][24] Overseas Expansion - The report identifies significant market opportunities in Southeast Asia and Central Asia for waste incineration, with a potential market size in the hundreds of billions [7] - Indonesia's upcoming waste incineration projects are highlighted, with expectations for rapid development starting in Q1 2026, supported by sovereign fund investments [7] - Key companies positioned for overseas expansion include Weiming Environmental, China Everbright, and others [7] Carbon Reduction - The carbon market is evolving, with ongoing improvements in the carbon emission control system and an expected rise in carbon prices [8] - Non-electric green energy sectors, such as renewable energy heating and biofuels, are anticipated to benefit from policy support and growing domestic demand [8] - Companies like Zhuoyue New Energy are noted for their potential in the biofuel sector, particularly in the context of EU anti-dumping influences subsiding [8] Pollution Control - The water and air sectors are expected to see continued investment in pollution control, with companies like Xingrong Environment and Aofu Technology highlighted for their growth potential [9] - The report notes that the implementation of the National VI emissions standards will create opportunities in the automotive emissions control market [9] Diverse Investment Opportunities - The report outlines various investment opportunities arising from new production capabilities, cyclical trends, and debt management strategies within the environmental sector [10] - Companies involved in smart technologies and battery materials are identified as potential beneficiaries of these trends [10]

最新公告列表 《卓越新能关于部分募集资金投资项目变更实施主体后新签订募集资金四方监管协议的公告》 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 截至2025年12月3日收盘，卓越新能（688196）报收于57.28元，较前一交易日上涨3.37%，最新总市值 为72.85亿元。该股当日开盘54.89元，最高57.9元，最低54.3元，成交额达6963.65万元，换手率为 1.03%。 公司近日发布公告称，因部分募集资金投资项目实施主体变更，龙岩卓越新能源股份有限公司将天然脂 肪醇、烃基生物柴油相关资产划转至全资子公司龙岩卓越新能生物科技有限公司，并由该子公司作为新 实施主体承接'年产10万吨烃基生物柴油生产线项目'和'年产10万吨烃基生物柴油项目'。为此，公司与 子公司、保荐机构华福证券及中国农业银行龙岩龙津支行重新签订募集资金四方监管协议，明确各方权 利义务。新开立的两个募集资金专户分别用于上述项目资金的存储与使用，专户余额均为0万元。 ...

关于部分募集资金投资项目变更实施主体后新签订 募集资金四方监管协议的公告 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、准确性和完整性依法承担法律责任。 一、募集资金的基本情况 根据中国证券监督管理委员会于 2019 年 10 月 16 日出具的《关于同意龙岩 卓越新能源股份有限公司首次公开发行股票注册的批复》（证监许可[2019]1921 号）核准，公司首次向社会公开发行人民币普通股（A 股）3,000 万股，每股发 行价格 42.93 元，新股发行募集资金总额为 128,790.00 万元，扣除发行费用 8,700.38 万元（不含增值税）后，实际募集资金净额为 120,089.62 万元。致同会 计师事务所（特殊普通合伙）对公司首次公开发行股票的资金到位情况进行了审 验，并出具了《验资报告》（致同验字（2019）第 350ZA0044 号）。 公司根据相关规定将募集资金进行了专户存储管理，并与首次公开发行股票 并上市的保荐机构英大证券有限责任公司（以下简称"英大证券"）以及存放募 集资金的商业银行兴业银行股份有限公司龙岩新罗支行、中国农业银行龙岩龙 ...

Group 1: Communication Sector - The report highlights the strong fundamentals of the digital virtual goods operator, Bee Assistant (301382.SZ), with a stable business base and rapid growth in IoT and cloud terminal services [4] - The company is expected to benefit from AI trends due to its strategic investments in AI-related areas [4] Group 2: Medical Sector - United Imaging Healthcare (688271.SH) is identified as a leading domestic medical imaging equipment manufacturer with a comprehensive product line including CT, MR, MI, XR, RT, and ultrasound [4] - The company has made significant breakthroughs in core technologies and successfully launched high-end products like ultra-high field MR and digital PET-CT, which are at the forefront of global standards [4] - Anticipated revenue recognition from delayed orders in 2024 is expected to boost performance in the second half of 2025, supported by new funding for equipment upgrades [4] Group 3: Consumer Goods Sector - Gu Ming (1364.HK) is noted as a highly certain and scalable player in the tea beverage sector, with strong same-store sales and rapid franchisee payback periods [4] - The company is expected to emerge as a stable growth and expansion leader during the industry reshuffle in 2026 [4] Group 4: Home Appliances Sector - Midea Group (000333.SZ) reported a 13% year-on-year revenue increase in the ToC segment for Q1-Q3 2025, driven by high-end brands and an optimized product structure [5] - The ToB segment saw an 18% revenue increase, with significant growth in new energy and industrial technology sectors [5] - The company's focus on robotics is expected to enhance its product offerings and support long-term revenue growth [7] Group 5: Chemical Sector - Excellent New Energy (688196.SH) is positioned well in the biofuel industry, with a robust capacity layout for biodiesel and bio-based materials [7] - The company is accelerating its biodiesel project with a projected post-tax internal rate of return of 28.94%, enhancing its market competitiveness [7] Group 6: Financial Sector - Industrial and Commercial Bank of China (601398.SH) is characterized by its stability and high dividend yield, making it a preferred choice for investors seeking certainty [7] - The bank's net profit showed a slight year-on-year increase of 0.33% for the first three quarters of 2025, with non-interest income growing by 11.3% [7] Group 7: Transportation Sector - Jinjiang Shipping (601083.SH) reported a remarkable 64% year-on-year increase in net profit for Q3, outperforming peers [7] Group 8: Retail Sector - China Duty Free Group (601888.SH) is experiencing a recovery in duty-free sales, benefiting from increased domestic tourism and expectations of policy support [7] Group 9: Agriculture Sector - Tian Kang Biological (002100.SZ) is positioned to benefit from rising pig prices as the industry undergoes capacity reduction, potentially enhancing profitability [8] Group 10: Electronics Sector - Huadian Co., Ltd. (002463.SZ) is experiencing high growth in server switch business driven by AI demand, with ongoing capacity expansion and improved profitability [8]

Core Viewpoint - The company,卓越新能, has provided updates on its fundraising projects related to the production of 100,000 tons of hydrocarbon-based biodiesel, indicating progress in both its IPO and private placement initiatives [1] Group 1: Project Updates - The project for the production line of 100,000 tons of hydrocarbon-based biodiesel from the IPO is expected to begin trial production in the first half of next year [1] - The private placement project for the same production capacity is currently in the preliminary stages of development [1] - The company will fulfill its information disclosure obligations in accordance with regulatory requirements regarding the specific progress of these projects [1]

Core Points - The stock of Longyan Zhuoyue New Energy Co., Ltd. (688196) closed at 52.35 yuan on November 25, 2025, down 0.29% from the previous trading day, with a total market capitalization of 6.658 billion yuan [1] - The company announced the completion of its initial public offering fundraising project for "annual production of 100,000 tons of biodiesel (non-grain) and annual production of 50,000 tons of natural fatty alcohol" and will use the remaining raised funds of 114.1045 million yuan for the construction of the "annual production of 100,000 tons of hydrocarbon-based biodiesel production line" project [1] - The project has reached the predetermined usable state, and the remaining funds were mainly due to cost control and idle fund management income [1] - This matter does not require submission for shareholder meeting approval, and the sponsor institution has no objections [1]

Core Viewpoint - The company has approved the conclusion of certain fundraising investment projects and plans to allocate the remaining funds to other investment projects, specifically focusing on hydrocarbon-based projects [1] Group 1 - The company held its fifth board meeting on November 24, 2025, where it reviewed and approved the proposal regarding the conclusion of certain fundraising investment projects [1] - The project for the annual production of 100,000 tons of biodiesel (non-grain) and 50,000 tons of natural fatty alcohol has been concluded [1] - The remaining funds from the concluded projects will be redirected to the construction of hydrocarbon-based projects [1]

Core Viewpoint - The company plans to transfer its natural fatty alcohol and hydrocarbon biodiesel business-related assets, liabilities, and personnel to its wholly-owned subsidiary, the technology subsidiary, based on the book net value as of October 31, 2025 [1] Group 1: Asset Transfer Details - The total assets to be transferred amount to 649.93 million yuan, while the liabilities are 553.40 million yuan, resulting in a net asset value of 96.52 million yuan [1] - Following the transfer, the technology branch will be deregistered [1] Group 2: Project Implementation Changes - The implementation subjects for three fundraising projects, including the "annual production of 100,000 tons of hydrocarbon biodiesel production line project," will be changed to the technology subsidiary or jointly implemented with the listed company [1] - This asset transfer is classified as an adjustment of asset ownership and does not constitute a major asset restructuring, nor does it change the purpose of the raised funds [1]

龙岩卓越新能源股份有限公司经中国证券监督管理委员会于 2019 年 10 月 16 日出具的《关于同意龙岩卓越新能源股份有限公司首次公开发行股票注册的 批复》（证监许可[2019]1921 号）核准，公司首次向社会公开发行人民币普通股 （A 股）3,000 万股，每股发行价格 42.93 元，新股发行募集资金总额为 128,790.00 万元，扣除发行费用 8,700.38 万元（不含增值税）后，募集资金净额为 120,089.62 万元。致同会计师事务所（特殊普通合伙）对公司首次公开发行股票的资金到位 情况进行了审验，并出具了《验资报告》（致同验字（2019）第 350ZA0044 号）。 华福证券有限责任公司 关于龙岩卓越新能源股份有限公司 部分募集资金投资项目结项并将节余募集资金 用于其他募投项目的核查意见 华福证券有限责任公司（以下简称"华福证券"或"保荐机构"）作为龙岩 卓越新能源股份有限公司（以下简称"卓越新能"或"公司"）首次公开发行股 票并在科创板上市持续督导工作的保荐机构、2024 年以简易程序向特定对象发 行股票并在科创板上市的保荐机构，根据《上市公司募集资金监管规则》《上海 证券交易所科 ...