为积极响应上海证券交易所《关于开展科创板上市公司"提质增效重回报" 专项行动的倡议》，落实"以投资者为本"的发展理念，基于当前经营理念、发 展现状和战略规划，以促进公司高质量发展、维护公司股东利益、提升投资者认 同感为目标，公司已于 2025 年 4 月 29 日正式披露公司《"提质增效重回报"2024 年度评估报告暨 2025 年度行动方案》。公司根据行动方案内容，积极开展和落 实各项工作，现将 2025 年上半年的主要工作成果报告如下： 一、深化"设备销售+项目运营"协同发展，扎实推进精细化运营，拓展多 领域产业化发展 2025 年上半年，公司在持续专注工业连续化热裂解技术及装备主业的同时， 以提升经营发展的稳定性、可持续性、多元化为重要切入点，进一步将技术优势 转化为"设备销售+项目运营"双驱动战略性发展优势，主动发展项目运营类业 务，优化公司商业模式和业务结构。 济南恒誉环保科技股份有限公司 关于 2025 年度"提质增效重回报"专项行动方案 的半年度评估报告 公司重视控股股东、实际控制人及董事、监事、高级管理人员等"关键少数" 的规范履职工作，通过及时传达最新的监管政策法规、组织参加证监局与交易所 ...

Core Viewpoint - Hengyu Environmental Protection announced a significant increase in revenue and a turnaround in net profit for the first half of 2025, indicating strong business performance and growth potential [1] Financial Performance - The company reported an operating income of 125 million yuan for the first half of 2025, representing a year-on-year growth of 268.05% [1] - Net profit reached 8.3966 million yuan, a substantial improvement compared to a net loss of 804,700 yuan in the same period last year [1]

Core Viewpoint - Hengyu Environmental has signed a significant sales contract with a UK client for a 60,000 tons/year industrial continuous waste plastic pyrolysis production line, amounting to approximately 198 million RMB, which is expected to positively impact the company's performance in 2025-2026 [1] Group 1 - The contract will enhance Hengyu Environmental's capabilities in waste plastic pyrolysis technology output and equipment sales in the European and American markets, solidifying its leading position in the pyrolysis technology equipment market [1] - The company has received the first payment from the client, indicating a strong start to the contract execution [1] - The client chose Hengyu Environmental after evaluating various projects, including those backed by BASF, highlighting the advanced, mature, and stable nature of Hengyu's technology and equipment [1] Group 2 - Hengyu Environmental has established a strong presence in the European market, evidenced by a previous contract with Norway's Quantafuel for four waste plastic pyrolysis production lines for a project in Denmark, which received BASF's investment and recognition [2] - A recent project in Southeast Asia, backed by South Korea's Hyundai Group, successfully utilizes Hengyu's waste plastic pyrolysis technology, contributing to carbon reduction efforts by supplying pyrolysis oil as raw material for the group's chemical plant [2] - These projects demonstrate Hengyu Environmental's robust competitiveness in the international market and reinforce its leading position in the domestic and international waste plastic chemical recycling sector [2]

Core Viewpoint - Hengyu Environmental Protection has signed a significant sales contract with a UK client for a 60,000 tons/year industrial continuous waste plastic pyrolysis production line, amounting to approximately 198 million RMB, which is expected to positively impact the company's performance in 2025-2026 [1][2] Group 1 - The contract will enhance Hengyu's capabilities in waste plastic pyrolysis technology output and equipment sales in the European and American markets, solidifying its leading position in the pyrolysis technology equipment market [1][2] - The company has received the first payment from the client, indicating a strong start to the contract execution [1] - Hengyu's reputation is bolstered by its successful projects, including a previous contract with Norway's Quantafuel for waste plastic pyrolysis lines, which received investment and recognition from BASF [2] Group 2 - The recent project in Southeast Asia, backed by South Korea's Hyundai Group, successfully utilizes Hengyu's waste plastic pyrolysis technology, contributing to carbon reduction efforts [2] - Hengyu's strong competitive edge in the international market is demonstrated through its advanced technology and equipment, which have been recognized by various clients [2] - The company's ongoing projects and contracts reflect its commitment to the development of the waste plastic chemical recycling sector, enhancing its core competitiveness and sustainable profitability [1][2]

Group 1 - The stock of Hengyu Environmental Protection (688309) closed at 27.80 yuan on August 21, reaching the daily limit with a trading volume of 1.67 billion yuan and a turnover rate of 7.67% [2] - The stock was listed on the daily trading list due to a price increase of 15% at the close [2] - The top five trading departments accounted for a total transaction of 62.06 million yuan, with a net selling of 5.89 million yuan [2] Group 2 - The main capital inflow for the stock was 21.90 million yuan throughout the day [3] - The largest buying department was Huaxin Securities with a purchase amount of 10.30 million yuan, followed by Guotai Junan Securities with 4.76 million yuan [3] - The largest selling department was an institutional proprietary seat, selling 14.67 million yuan, contributing to a total selling amount of 19.30 million yuan from the selling departments [3]

Core Insights - The environmental equipment sector experienced a 0.56% increase on August 21, with Hengyu Environmental leading the gains [1] - The Shanghai Composite Index closed at 3771.1, up 0.13%, while the Shenzhen Component Index closed at 11919.76, down 0.06% [1] Environmental Equipment Sector Performance - Hengying Environmental (688309) saw a significant increase of 19.98%, closing at 27.80 with a trading volume of 61,400 shares and a transaction value of 167 million [1] - Other notable performers included Xuedilong (002658) with a 4.24% increase, Huahong Technology (002645) up 3.84%, and Yingfeng Environment (000967) rising by 3.07% [1] - The sector's overall trading volume and transaction values indicate active market participation, with Huahong Technology achieving a transaction value of 1.68 billion [1] Capital Flow Analysis - The environmental equipment sector saw a net inflow of 594,900 yuan from institutional investors, while retail investors contributed a net inflow of 1.54 million yuan [2] - Notably, Xuedilong (002658) had a net inflow of 54.30 million yuan from institutional investors, despite a net outflow from retail investors [3] - The overall capital flow indicates a mixed sentiment, with institutional investors showing confidence in certain stocks while retail investors exhibited caution [2][3]

Market Overview - The Shanghai Composite Index is at 3781.13 points, above the five-day moving average, with a gain of 0.40% [1] - The total trading volume of A-shares is 1,189.99 billion yuan [1] Stocks Performance - A total of 220 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Hengyu Environmental Protection: 15.12% [1] - Meihao Medical: 11.51% [1] - Tianyang Technology: 8.66% [1] - Stocks with smaller deviation rates that just crossed the five-day moving average include: - Taimushi, Lihua Shares, and Changjiang Media [1] Top Gainers - The top gainers today based on deviation rates from the five-day moving average are: - Hengyu Environmental Protection: 19.98% increase, trading at 27.80 yuan [1] - Meihao Medical: 17.65% increase, trading at 23.33 yuan [1] - Tianyang Technology: 13.76% increase, trading at 29.01 yuan [1] - Other notable gainers include: - Sifang Jingchuang: 11.68% increase [1] - Wantong Development: 10.01% increase [1] Additional Stocks Data - A detailed list of stocks with their respective trading performance, turnover rates, five-day moving averages, latest prices, and deviation rates is provided [1][2]

Group 1: Financial Performance Highlights - Muyuan Foods reported a revenue of 76.463 billion yuan for the first half of 2025, a year-on-year increase of 34.46%, and a net profit of 10.53 billion yuan, up 1169.77% [1] - Suotong Development achieved a revenue of approximately 8.31 billion yuan, a 28.28% increase year-on-year, with a net profit of approximately 523 million yuan, reflecting a growth of 1568.52% [1] - Hanma Technology reported a revenue of approximately 2.85 billion yuan, a 50.03% increase year-on-year, and a net profit of approximately 27.73 million yuan, turning from loss to profit [5] - Weicai Technology's revenue reached approximately 634 million yuan, up 47.53% year-on-year, with a net profit of approximately 101 million yuan, an increase of 831.03% [5] - Baiyun Airport reported a revenue of approximately 3.73 billion yuan, a 7.68% increase year-on-year, and a net profit of approximately 750 million yuan, up 71.32% [6] Group 2: Corporate Actions - Heng Rui Pharmaceutical plans to repurchase shares with a total investment of between 1 billion to 2 billion yuan, with a maximum repurchase price of 90.85 yuan per share [2] - Tianwei Foods is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange to enhance its international strategy and optimize its capital structure [3] - Juran Smart Home elected Wang Ning as the chairman of the board and appointed him as CEO, effective immediately [11]

Core Viewpoint - Hengyu Environmental Protection has signed a sales contract with a UK client, amounting to a total of $27.58 million (approximately 198 million RMB, including tax) [2] Group 1 - The contract signifies a strategic partnership for Hengyu Environmental Protection in the international market [2] - The total contract value reflects a significant business opportunity for the company, enhancing its revenue stream [2] - The announcement was made on the evening of August 20, indicating timely communication with stakeholders [2]

证券代码：688309 证券简称：恒誉环保 公告编号：2025-015 济南恒誉环保科技股份有限公司 关于签订日常经营重大合同的公告 重要内容提示: ●合同类型：日常经营销售合同 ●合同金额：2,758 万美元（约合 1.98 亿元人民币（含税）） ●合同生效条件：双方签字并加盖企业公章或合同专用章后，自公司确认收 到客户第一笔款项后生效。目前，公司已收到客户第一笔款项。 ●合同履行期限：自合同生效之日起至合同双方责任和义务履行完毕之日 止。 ●对上市公司当期业绩的影响：本交易属于济南恒誉环保科技股份有限公司 （以下简称"公司"）日常经营销售合同，合同的履行预计可能将会对公司 2025-2026 年业绩产生积极影响，将持续提升公司在欧美市场废塑料热裂解技术 输出与装备销售，进一步巩固公司在热裂解技术装备市场的领先地位，助力国内 外废塑料化学循环领域的推动与发展，有利于提升公司的持续盈利能力与核心竞 争力。本合同的履行不会对公司业务的独立性构成影响，不会因履行本合同而对 上述合同形成依赖。 ●合同履行中的重大风险及重大不确定性：若外部宏观环境及国家有关政策 发生重大不利变化，或客户需求产生不利变化，又或出现其他 ...