证券代码：688335 证券简称：复洁环保 公告编号：2025-051 上海复洁科技股份有限公司 股票交易异常波动公告 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。 重要内容提示： 上海复洁科技股份有限公司（以下简称"公司"）股票于 2025 年 9 月 25 日、2025 年 9 月 26 日、2025 年 9 月 29 日连续三个交易日内收盘价格涨幅偏 离值累计超过 30%，根据《上海证券交易所交易规则》《上海证券交易所科创板 股票异常交易实时监控细则》的有关规定，属于股票交易异常波动情形。 公司于 2025 年 9 月 23 日在上海证券交易所网站（www.sse.com.cn）披 露了《关于拟承担上海市科学技术委员会专项科研项目的自愿提示性公告》（公 告编号：2025-050）。本次开展的专项科研项目最终能否顺利实施并验收、公司 与联合参研单位最终能获得的专项经费金额尚存在不确定性。该专项经费属于与 收益相关的政府补助，预计对公司的净利润将产生一定影响。具体的会计处理以 及对公司损益的影响情况最终以审计机构年度审 ...

每经AI快讯，9月29日，复洁环保(688335.SH)发布股票交易异常波动公告称，公司于9月23日披露了拟 承担上海市科学技术委员会专项科研项目的自愿提示性公告。本次开展的专项科研项目最终能否顺利实 施并验收、公司与联合参研单位最终能获得的专项经费金额尚存在不确定性。该专项经费属于与收益相 关的政府补助，预计对公司的净利润将产生一定影响。具体的会计处理以及对公司损益的影响情况最终 以审计机构年度审计确认后的结果为准。该专项科研项目属于战略前沿技术探索与研制，依据里程碑节 点进行考核管理。该科研项目技术创新难度大，可能存在研发周期较长、研发进度不及预期、未来产业 化落地进度不确定，以及政策与产业链波动等风险。敬请广大投资者理性投资，注意投资风险。 ...

格隆汇9月29日｜复洁环保发布股票交易异常波动公告，公司于9月23日披露了拟承担上海市科学技术委 员会专项科研项目的自愿提示性公告。本次开展的专项科研项目最终能否顺利实施并验收、公司与联合 参研单位最终能获得的专项经费金额尚存在不确定性。该专项经费属于与收益相关的政府补助，预计对 公司的净利润将产生一定影响。具体的会计处理以及对公司损益的影响情况最终以审计机构年度审计确 认后的结果为准。该专项科研项目属于战略前沿技术探索与研制，依据里程碑节点进行考核管理。该科 研项目技术创新难度大，可能存在研发周期较长、研发进度不及预期、未来产业化落地进度不确定，以 及政策与产业链波动等风险。 ...

Group 1 - The core point of the news is that a block trade of 200,000 shares of Fuzhijie Environmental Protection was executed on September 29, with a transaction value of 6.572 million yuan, accounting for 0.87% of the total trading volume for that day [1][2] - The transaction price was 32.86 yuan per share, which represents a discount of 1.5% compared to the market closing price of 33.36 yuan [1][2]

Market Overview - The environmental governance sector increased by 1.25% on September 29, with Fuke Environmental leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Top Gainers in Environmental Governance Sector - Fuke Environmental (688335) closed at 33.36, up 20.00% with a trading volume of 233,600 shares and a turnover of 749 million [1] - Chengfa Environment (000885) closed at 15.94, up 10.01% with a trading volume of 152,600 shares and a turnover of 236 million [1] - Zhongsheng High-Tech (002778) closed at 21.70, up 9.98% with a trading volume of 94,800 shares and a turnover of 198 million [1] - China Tianying (000035) closed at 5.38, up 7.82% with a trading volume of 1,585,200 shares and a turnover of 854 million [1] - Zhongshan Public Utilities (000685) closed at 12.27, up 5.32% with a trading volume of 1,010,700 shares and a turnover of 1.231 billion [1] Top Losers in Environmental Governance Sector - Tongyuan Environment (688679) closed at 19.85, down 7.24% with a trading volume of 58,700 shares and a turnover of 118 million [2] - Xianglong Electric (600769) closed at 13.05, down 3.33% with a trading volume of 569,500 shares and a turnover of 75.3 million [2] - Wenbululu (301259) closed at 39.01, down 2.72% with a trading volume of 45,200 shares and a turnover of 177 million [2] Capital Flow Analysis - The environmental governance sector experienced a net outflow of 94.92 million from institutional investors and 127 million from retail investors, while retail investors saw a net inflow of 222 million [2][3] - Major stocks like China Tianying and Chengfa Environment had significant net inflows from retail investors, despite overall outflows from institutional and speculative funds [3]

Market Overview - On September 29, methanol and green methanol concepts surged, with Donghua Technology achieving two consecutive trading limits, and Changhua Chemical and Fuke Environmental Protection hitting the daily limit [1] Policy Developments - On September 25, seven departments including the Ministry of Industry and Information Technology released the "Petrochemical Industry Stabilization Growth Work Plan (2025-2026)", emphasizing the promotion of green ammonia and green alcohol in the marine fuel market and accelerating the improvement of green product certification [2] - The International Maritime Organization (IMO) is set to officially adopt its first industry-wide "IMO Net Zero Framework" in October 2025, which includes mandatory marine fuel standards, emission restrictions, and carbon pricing mechanisms. Starting in 2027, this framework will be enforced for large ocean-going vessels over 5,000 gross tons, which account for approximately 85% of international shipping CO2 emissions, aiming for net-zero emissions in the global shipping industry by 2050 [2] - Goldwind Technology announced on September 9 plans to sign an investment development agreement for a wind power hydrogen ammonia methanol integration project with the People's Government of Bayannaoer City, with a total investment of approximately 18.92 billion yuan. The project plans to build 3GW of wind power, with over 80% of the generated electricity used for electrolysis to produce green hydrogen, resulting in the production of 600,000 tons of green methanol and 400,000 tons of green ammonia annually [2] Institutional Insights - Methanol has advantages over other fuels, including flexible storage and refueling, low cost per unit of heat value, complete storage infrastructure, low ship modification costs, and environmental friendliness, making it a primary choice for long-term green transformation in shipyards. However, short-term supply and cost issues for green alcohol may limit its adoption, with LNG serving as a transitional option. Currently, there are at least 320 orders for methanol-fueled vessels, primarily container ships, with a concentrated delivery period expected to begin in 2026. The global methanol consumption in 2024 is projected to be approximately 140 million tons, with green alcohol demand from marine fuel estimated at 500-600 million tons. If the penetration rate of methanol as marine fuel reaches 10% by 2030, it is expected to drive global methanol demand growth by over 40% [3] - The high growth in green alcohol demand will simultaneously drive green hydrogen consumption, creating opportunities during the supply-demand imbalance. Approximately 300 green methanol-fueled vessels are expected to be operational, which will lead to a demand for about 6.8 million tons of green methanol, corresponding to a green hydrogen consumption of 750,000 to 1.3 million tons. Currently, the operational capacity of green hydrogen projects is around 1.8 million tons, and the commissioning of methanol vessels will consume 42%-72% of this capacity, facilitating downstream applications for green hydrogen [3] - The construction cycle for major green alcohol projects is 1-2 years, aligning with the operational cycle of green methanol vessels (27 years after the IMO net-zero framework policy takes effect). It is anticipated that from the second half of 2025, existing but unstarted green hydrogen ammonia methanol projects will accelerate construction, driving demand for upstream hydrogen production equipment. Additionally, the increased penetration of green hydrogen in other sectors will further boost the demand for green hydrogen equipment, with high elasticity in the equipment segment. Bidding is expected to favor state-owned enterprises and related cooperative enterprises focusing on high-elasticity segments under industry expansion, with green alcohol operators that collaborate with green methanol shipowners and green hydrogen equipment manufacturers set to benefit significantly [4]

Group 1 - The core point of the news is the significant trading activity of Shanghai Fuzhi Environmental Technology Co., Ltd. (复洁环保) on September 26, with a notable block trade occurring at a price lower than the market closing price [2][3] - A block trade of 200,000 shares was executed at a price of 27.38 yuan, representing a discount of 1.51% compared to the closing price of 27.80 yuan [2][3] - Over the past three months, the stock has seen a total of nine block trades, accumulating a total transaction amount of 40.71 million yuan [2] Group 2 - The stock closed at 27.80 yuan, reflecting a daily increase of 10.01%, with a turnover rate of 12.86% and a total trading volume of 541 million yuan [2] - The net inflow of main funds for the day was 20.16 million yuan, and the stock has increased by 44.87% over the past five days, with a total net inflow of 85.00 million yuan [2] - The latest margin financing balance for the stock is 86.48 million yuan, which has increased by 27.47 million yuan over the past five days, marking a growth of 46.55% [3]

Group 1 - The core viewpoint of the news highlights the significant stock performance of Ruijie Environmental, which reached a limit-up price of 30.32 yuan with a trading volume of 320 million yuan and a turnover rate of 7.67% as of 10:49 on September 26 [2] - Among the stocks listed on the Sci-Tech Innovation Board, 245 stocks were reported to be rising, with 7 stocks experiencing an increase of over 10%, including Ruijie Environmental, Fangyuan Co., and Pinming Technology [2] - Conversely, 337 stocks were reported to be declining, with notable drops from Borui Pharmaceutical, Hehe Information, and Huichen Co., which fell by 11.59%, 9.25%, and 8.24% respectively [2] Group 2 - In terms of capital flow, Ruijie Environmental saw a net inflow of 24.22 million yuan from main funds on the previous trading day, with a total net inflow of 67.12 million yuan over the past five days [3] - The latest margin trading data as of September 25 indicates that the margin balance for the stock is 86.48 million yuan, with a financing balance increase of 9.61 million yuan, representing a growth of 12.50% [3] - The company's semi-annual report released on August 28 shows that it achieved an operating income of 140 million yuan in the first half of the year, marking a year-on-year growth of 122.13%, and a net profit of 6.64 million yuan, which is a 148.43% increase year-on-year [3]

复洁环保9月25日大宗交易平台出现一笔成交，成交量20.00万股，成交金额497.80万元，大宗交易成交 价为24.89元，相对今日收盘价折价1.50%。该笔交易的买方营业部为国泰海通证券股份有限公司上海浦 东新区商城路证券营业部，卖方营业部为国泰海通证券股份有限公司上海浦东新区商城路证券营业部。 9月25日复洁环保大宗交易一览 | 成交量 | 成交金 | 成交价 | 相对当日收 | | | | --- | --- | --- | --- | --- | --- | | （万 | 额（万 | 格 | 盘折溢价 | 买方营业部 | 卖方营业部 | | 股） | 元） | （元） | （%） | | | | | | | | 国泰海通证券股份有限公司 | 国泰海通证券股份有限公司 | | 20.00 | 497.80 | 24.89 | -1.50 | 上海浦东新区商城路证券营 | 上海浦东新区商城路证券营 | | | | | | 业部 | 业部 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 证券时报·数据宝统计显示，复洁环保今日收盘价为25.27元，上涨5.20%，日 ...

Summary of Key Points Group 1: Market Activity - A total of 21 stocks on the Sci-Tech Innovation Board experienced block trading on September 25, with a cumulative transaction amount of 352 million yuan [1] - The highest transaction amount was for Dameng Data, with a volume of 200,000 shares and a transaction value of 43 million yuan [1] - The average price of block trades for the stocks involved showed significant discounts compared to their closing prices, with Dameng Data at a discount rate of 20.37% [1][2] Group 2: Institutional Participation - Among the block trades, 16 transactions involved institutional buyers or sellers, with the highest buying amounts for Haiguang Information, Artis, and Rongzhi Rixin, totaling 39.26 million yuan, 11.39 million yuan, and 10.04 million yuan respectively [2] - Ten stocks saw net inflows of funds, with the highest net inflows for Artis, Haiguang Information, and Haitan Ruisheng, amounting to 225 million yuan, 211 million yuan, and 43.69 million yuan respectively [2] Group 3: Stock Performance - The Sci-Tech 50 Index rose by 1.24% on the same day, with 237 stocks (40.24%) on the Sci-Tech Innovation Board experiencing price increases [1] - Among the stocks involved in block trading, the average increase was 0.43%, with the highest gains seen in Fuzhi Environmental, Yaxin Security, and Haitan Ruisheng, with increases of 5.20%, 4.50%, and 3.65% respectively [1][2]