Market Overview - The Shanghai Composite Index closed at 3608.33 points, above the annual line, with an increase of 0.70% [1] - The total trading volume of A-shares reached 1,290.701 billion yuan [1] Stocks Breaking Annual Line - A total of 40 A-shares have surpassed the annual line today, with notable stocks including: - Datang Telecom (4.33% deviation) - Xinquan Co., Ltd. (3.26% deviation) - Galaxy Electronics (3.20% deviation) [1] - Stocks with smaller deviations that just crossed the annual line include: - Huatech (0.00% deviation) - Huaxing Yuanchuang (0.00% deviation) - Guizhou Gas (0.00% deviation) [1] Top Performers - Datang Telecom: Increased by 5.18% with a turnover rate of 4.64% [1] - Xinquan Co., Ltd.: Increased by 10.00% with a turnover rate of 2.69% [1] - Galaxy Electronics: Increased by 7.30% with a turnover rate of 20.12% [1] Additional Notable Stocks - Other stocks with significant performance include: - Huafu Fashion: 3.71% increase, 2.87% turnover [1] - Xingrui Technology: 5.72% increase, 3.77% turnover [1] - China Shipbuilding: 2.79% increase, 1.75% turnover [1]

Core Insights - The trend of leadership changes in the environmental protection sector continues, with over 10 listed companies changing their top executives by July 2025, indicating a shift in operational strategies and competitive dynamics in the market [1] Group 1: Company Leadership Changes - Chengfa Environment announced the resignation of Chairman Bai Yang on March 6, 2025, due to work changes, and elected Huang Xinmin as the new chairman on March 29, 2025 [2] - Sanfeng Environment elected Liao Gaoshang as the new chairman and Si Jingzhong as the vice chairman on March 18, 2025, along with the establishment of four specialized committees [3] - Green Power reported the resignation of Chairman Qiao Dewai on April 14, 2025, and appointed Executive Director Cheng Suning to perform the chairman's duties on May 17, 2025 [4] - Boschke announced the resignation of Chairman Zhang Yujia on April 24, 2025, and elected Pan Xiaobin as the new chairman on May 28, 2025 [5] - Zhonglv Electric elected Zhou Xiankun as chairman on May 7, 2025 [6] - Rongsheng Environmental announced the resignation of Chairman Feng Ronghua due to retirement on May 24, 2025, and appointed Feng Shengyu as the new chairman [7] - Huakong Saige reported the resignation of Chairman Wei Bingzhang and other executives on June 3, 2025, due to personnel adjustments [8] - Taihe Water elected Wu Jing as chairman on June 10, 2025 [9] - Jieneng Guozhen confirmed Peng Yunqing as chairman on June 10, 2025 [10] - Qianjiang Water elected Wang Dongquan as chairman on July 11, 2025, following the resignation of Xue Zhiyong [11] - Liyuan Technology announced the resignation of Chairman Shen Wanzhong on July 30, 2025 [12] Group 2: Changes in State-Owned Enterprises - Shandong Environmental Science Institute underwent leadership changes in April 2025, with former Chairman Ding Zhenbo replaced by Vice Chairman Bian Xingyu [13] - Shandong Environmental Development Group appointed Wang Li as the new chairman on June 14, 2025, replacing Ding Zhenbo [14] - Beijing Sanitation Group announced leadership changes on July 3, 2025, with He Liang appointed as chairman [15]

下简称"迁安华控"）收到河北省唐山市中级人民法院（以下简称"唐山市中院"） 发送的《民事诉状》等法律文书。成都建工集团有限公司就与公司控股子公司迁 安华控签订的《河北省建设工程施工合同》(以下简称"施工合同")所产生的纠 纷问题，向唐山市中院提起诉讼。 特别提示： 后利润的具体影响尚存在不确定性。 一、案件基本情况 股票代码：000068 股票简称：华控赛格 公告编号：2025-40 深圳华控赛格股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 地址：迁安市三李庄村东南(迁安市城市污水处理有限公司院内)。 （一）诉讼请求 日止(暂计算至 2024 年 11 月 30 日为 48,560,119.05 元)； 海绵城市建设 PPP 项目(道路、管网及绿化、建筑与小区海绵化改造工程)二期享 有建设工程优先受偿权； 以上合计金额 263,062,086.88 元。 二、诉讼的基本内容 被告：迁安市华控环境投资有限责任公司； 法定代表人：彭小毛（现已更换为杨志国）； 原告：成都建工集团有限公司； 法定代表人：李定葵； 地址：成都市青羊区八宝街 111 号 ...

关于控股子公司迁安华控收到《民事诉状》的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 特别提示： 股票代码：000068 股票简称：华控赛格 公告编号：2025-40 深圳华控赛格股份有限公司 1.案件所处的诉讼阶段：已立案，尚未开庭审理； 2.上市公司子公司所处的当事人地位：被告； 3.涉案金额：工程款本金、利息及维修费用总额暂计 263,062,086.88 元； 4.对上市公司的影响：目前案件尚未开庭，该诉讼事项对公司本期利润或期 后利润的具体影响尚存在不确定性。 一、案件基本情况 2025 年 7 月 28 日，公司控股子公司迁安市华控环境投资有限责任公司（以 下简称"迁安华控"）收到河北省唐山市中级人民法院（以下简称"唐山市中院"） 发送的《民事诉状》等法律文书。成都建工集团有限公司就与公司控股子公司迁 安华控签订的《河北省建设工程施工合同》(以下简称"施工合同")所产生的纠 纷问题，向唐山市中院提起诉讼。 二、诉讼的基本内容 原告：成都建工集团有限公司； 法定代表人：李定葵； 地址：成都市青羊区八宝街 111 号。 被告：迁安市华控环境投 ...

股票代码：000068 股票简称：华控赛格 公告编号：2025-39 一、案件进展情况 七台河市新兴区人民政府就与深圳华控赛格股份有限公司（以下简称"公司" 或"华控赛格"）及子公司黑龙江奥原新材料有限公司（以下简称"黑龙江奥原"） 签订的《七台河市锂离子电池负极材料项目投资合同》所产生的纠纷问题，向七 台河仲裁委员会（以下简称"七台河仲裁委"）申请仲裁，公司于 2025 年 6 月 25 日收到《仲裁通知书》等相关法律文书。有关本次仲裁案件的详细情况详见 公司于 2025 年 6 月 27 日在指定信息披露媒体发布的《关于公司及子公司收到< 仲裁申请书>的公告》（公告编号：2025-32）。 深圳华控赛格股份有限公司 关于仲裁进展暨收到《反请求受理通知书》的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 特别提示： 1.案件所处的仲裁阶段：仲裁审理阶段； 2.上市公司及子公司所处的当事人地位：仲裁反请求申请人（仲裁被申请人）； 3.涉案金额：已投资金额及损失（暂计 22,421,965.02 元）以及本案仲裁费 用、律师费等。 4.对上市公司的影响： ...

Group 1 - CITIC Construction Investment expects a net profit of 4.43 billion to 4.57 billion yuan for the first half of 2025, representing a year-on-year increase of 55%-60% [1] - New Hope anticipates a net profit of 680 million to 780 million yuan for the first half of 2025, recovering from a loss of 1.217 billion yuan in the same period last year [2] - Foton Motor forecasts a net profit of approximately 777 million yuan for the first half of 2025, marking an increase of about 87.5% year-on-year [7] Group 2 - North New Road and Bridge expects a net loss of 70 million to 85 million yuan for the first half of 2025 [2] - Nanwei Co. anticipates a net loss of 12 million to 16 million yuan for the first half of 2025 [3] - Hanhua Technology projects a net loss of 45 million to 60 million yuan for the first half of 2025, widening the loss by 11.42%-18.10% compared to the previous year [6] Group 3 - Songlin Technology expects a net profit of 90 million to 95 million yuan for the first half of 2025, a decrease of 57.06%-59.32% year-on-year [4] - Fuchun Environmental Protection anticipates a net profit of 178 million to 207 million yuan for the first half of 2025, representing a year-on-year increase of 80%-110% [18] - Ansteel Group forecasts a net loss of 1.144 billion yuan for the first half of 2025, a reduction in loss of approximately 57.46% compared to the previous year [20][22] Group 4 - China Wuyi expects a net loss of 80 million to 104 million yuan for the first half of 2025, a significant decline compared to the previous year [28] - Meikailong anticipates a net loss of 1.59 billion to 1.92 billion yuan for the first half of 2025 [26] - Aijian Group projects a net profit of 140 million yuan for the first half of 2025, a decrease of 33.26% year-on-year [27]

股票代码：000068 股票简称：华控赛格 公告编号：2025-35 深圳华控赛格股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 一、董事会会议召开情况 深圳华控赛格股份有限公司（以下简称"公司"）第八届董事会第十五次临 时会议于 2025 年 7 月 11 日以通讯表决的方式召开。本次会议的通知于 2025 年 实际参与表决董事 8 人，会议由董事长郎永强先生主持。会议符合《中华人民共 和国公司法》和《公司章程》的有关规定，会议及表决合法有效。 二、董事会会议审议情况 公司本次董事会决定聘任秦军平为董事会秘书，根据公司《高管薪酬管理制 度》，结合个人综合情况，决定了其薪酬标准。 本议案已经第八届董事会薪酬与考核委员会第七次会议审议通过。 本次议案中涉及的事项需关联人回避表决，关联董事秦军平回避表决。 表决情况：同意 7 票，反对 0 票，弃权 0 票，回避 1 票。 （公告编号：2025-37）。 表决情况：同意 8 票，反对 0 票，弃权 0 票。 经董事长郎永强先生的提名，公司第八届董事会决定聘任秦军平先生为公司 董事会秘书，具体内容详见 ...

股票代码：000068 股票简称：华控赛格 公告编号：2025-38 深圳华控赛格股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 深圳华控赛格股份有限公司（以下简称"公司"）于 2025 年 7 月 11 日召开 第八届董事会第十五次临时会议，审议通过了《关于聘任董事会秘书的议案》。 经公司董事长郎永强先生提名，董事会提名委员会审核，公司第八届董事会决定 聘任秦军平先生（简历附后）为公司董事会秘书，任期自本次董事会审议通过之 日起至第八届董事会任期届满之日止。 秦军平先生已取得深圳证券交易所颁发的董事会秘书培训证明，其任职资格 符合《公司法》《深圳证券交易所上市公司自律监管指引第1号—主板上市公司 规范运作》等法律法规及《公司章程》有关规定，不存在不得担任上市公司高级 管理人员、董事会秘书的情形。 董事会秘书联系方式如下： 联系电话：0755-28339057 传真号码：0755-89938787 电子邮箱：junping.qin@huakongseg.com.cn 秦军平先生简历 秦军平，男，1980 年 5 月出生，中共党员，经济学学士学位 ...

Performance Forecast - The company expects a net loss attributable to shareholders of between 77 million yuan and 90 million yuan for the current reporting period, compared to a loss of 55.58 million yuan in the same period last year, representing a decrease of 38.52% to 61.91% [1] - The net loss after deducting non-recurring gains and losses is estimated to be between 27 million yuan and 40 million yuan, an increase of 28.99% to 52.07% compared to a loss of 56.33 million yuan in the previous year [1] - Basic earnings per share are projected to be a loss of between 0.0765 yuan and 0.0894 yuan, compared to a loss of 0.0552 yuan per share last year [1] Reasons for Performance Change - The performance decline is attributed to a dispute arising from an investment contract related to a lithium-ion battery anode material project with the government of Qitaihe City, Heilongjiang Province, leading to an estimated liability of 50 million yuan, which resulted in a loss of 50 million yuan [1]

股票代码：000068 股票简称：华控赛格 公告编号：2025-38 深圳华控赛格股份有限公司 董事会秘书联系方式如下： 联系电话：0755-28339057 传真号码：0755-89938787 电子邮箱：junping.qin@huakongseg.com.cn 联系地址：深圳市福田区益田路 6001 号 中国太平金融大厦 29A 特此公告。 深圳华控赛格股份有限公司董事会 关于聘任董事会秘书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 深圳华控赛格股份有限公司（以下简称"公司"）于 2025 年 7 月 11 日召开 第八届董事会第十五次临时会议，审议通过了《关于聘任董事会秘书的议案》。 经公司董事长郎永强先生提名，董事会提名委员会审核，公司第八届董事会决定 聘任秦军平先生（简历附后）为公司董事会秘书，任期自本次董事会审议通过之 日起至第八届董事会任期届满之日止。 秦军平先生已取得深圳证券交易所颁发的董事会秘书培训证明，其任职资格 符合《公司法》《深圳证券交易所上市公司自律监管指引第1号—主板上市公司 规范运作》等法律法规及《公司章程》有关规 ...