沃顿科技公告，2025年半年度利润分配方案已获股东会审议通过。以公司2025年半年度末总股本4.73亿 股为基数，向全体股东每10股派0.6元（含税），预计分红金额2835.73万元。股权登记日为2025年10月 20日，除权除息日为2025年10月21日。本次分红派息对象为截止2025年10月20日下午深圳证券交易所收 市后，在中国证券登记结算有限责任公司深圳分公司登记在册的公司全体股东。 ...

智通财经APP讯，沃顿科技(000920.SZ)公告，公司2025年7月至2025年9月新签订的膜分离工程业务合同 金额为4047.32万元。 ...

沃顿科技（000920）(000920.SZ)公告，公司2025年7月至2025年9月新签订的膜分离工程业务合同金额 为4047.32万元。 ...

格隆汇10月13日丨沃顿科技(000920.SZ)公布，公司2025年7月至2025年9月新签订的膜分离工程业务合 同金额为人民币4,047.32万元。 ...

Core Viewpoint - Wharton Technology (000920) announced a new contract amounting to 40.4732 million yuan for membrane separation engineering business signed between July and September 2025 [1] Company Summary - The new contract value for Wharton Technology's membrane separation engineering business is 40.4732 million yuan [1]

沃顿科技股份有限公司董事会 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 沃顿科技股份有限公司（以下简称"公司"）2025 年 7 月至 2025 年 9 月新签订的膜分离工程业务合同金额为人民币 4,047.32 万元。具 体情况如下： | 序号 | 应用领域 | 合同金额（万元） | | --- | --- | --- | | 1 | 膜法浓缩分离——盐湖提锂 | 949.00 | | 2 | 膜法浓缩分离——海水综合利用 | 59.00 | | 3 | 膜法浓缩分离——盐化工 | 276.00 | | 4 | 膜法工业废水处理及资源化利用——磷酸铁 | 653.68 | | 5 | 膜法工业废水处理——煤矿及化工 | 520.00 | | 6 | 膜法水处理——锅炉补给水 | 1,550.00 | | 7 | 其他 | 39.64 | | | 合计 | 4,047.32 | 以上数据源自公司内部合同金额统计，各项目交付周期差异较 大，不能以此直接推算公司本年度营业收入、净利润等财务数据。合 同可能根据客户需求或项目实际情况发生一定变动，也可能因统计口 ...

Investment Rating - The report rates the environmental protection industry as "Overweight," indicating that the industry is expected to outperform the overall market [9]. Core Insights - The municipal water sector shows stable operations, with some companies benefiting from strategic expansions and adjustments in sewage treatment prices. However, the engineering business is expected to decline due to decreased demand [3]. - The waste incineration sector remains stable, with operational improvements despite a slowdown in new project construction and bidding. Different companies exhibit varied performance due to factors like historical revenue recognition and depreciation from new capacity [3]. - The sanitation market is stable, with an increase in orders for unmanned sanitation services, indicating a digital transformation in urban services [3]. - Equipment performance varies significantly across different sectors, with conventional equipment facing margin pressure due to intense competition, while power environmental equipment benefits from increased demand [3]. Summary by Category Municipal Water - Overall stable operations with some companies like Tianyuan Environmental and Zhongshan Public Utilities showing significant year-on-year net profit growth of 18% and 32% respectively for Q1-3 2025 [4]. Waste Incineration - The sector is experiencing steady operational improvements, with companies like Huanlan Environment and Green Power expected to see net profit growth of 16% and 15% respectively for Q1-3 2025 [4]. Sanitation - The sanitation market is stable, with companies like Yingfeng Environment and Yuhua Tian expected to see net profit growth of 3% and 5% respectively for Q1-3 2025 [4]. Equipment - Conventional equipment companies are expected to see a decline in net profit growth, with Jingjin Equipment projected to drop by 25% for Q1-3 2025. In contrast, Qingda Environmental is expected to see a significant increase of 255% [4]. Investment Recommendations - The report recommends investing in companies with stable profitability and improving cash flows in the municipal environmental sector, including Zhongshan Public Utilities, Junxin Co., and Huanlan Environment [3]. - For unmanned sanitation, companies like Yingfeng Environment and Yuhua Tian are highlighted as key players in the digital transformation of urban services [3]. - The report also suggests focusing on SAF suppliers and green methanol producers as EU policies begin to take effect, with companies like Haineng Energy and Pengyao Environmental being potential beneficiaries [3].

Investment Rating - The report rates the environmental protection industry as "Overweight" for the third quarter of 2025, indicating an expectation for the industry to outperform the overall market [2][9]. Core Insights - Municipal water services are operating steadily, with some companies benefiting from strategic expansions and adjustments in sewage treatment pricing. However, the overall demand for sewage engineering is declining, leading to a forecasted slight decrease in engineering business [3]. - The waste incineration sector is stable, with operational improvements despite a slowdown in new project construction and bidding. Different companies are experiencing varied profit growth due to factors like historical electricity revenue recognition and depreciation from new capacity [3]. - The sanitation market remains stable, with an increase in orders for unmanned sanitation services, indicating a shift towards digital transformation in urban services [3]. - Equipment performance is diverging based on downstream influences, with conventional equipment facing margin pressure while power environmental equipment and water treatment equipment are expected to see significant profit growth [3]. Summary by Category Municipal Water Services - Overall operations are stable, with projected net profit growth for major companies: Tianyuan Environmental +18%, Xingrong Environment +5%, Hongcheng Environment +3%, and Zhongshan Public +32% for Q1-3 2025 [3][4]. Waste Incineration - The sector is expected to see varied profit growth among major companies: Hanlan Environment +16%, Green Power +15%, Junxin Co. +47%, Chengfa Environment +13%, and Yongxing Co. +8% for Q1-3 2025 [3][4]. Sanitation - Major companies are projected to have stable net profit growth: Yingfeng Environment +3% and Yuhua Tian +5% for Q1-3 2025 [3][4]. Equipment Products - Conventional equipment is expected to see a slight decline in net profit growth, with Jingjin Equipment projected at -25%. In contrast, power environmental equipment like Qingda Environmental is expected to grow by +255% [3][4]. Investment Recommendations - The report recommends focusing on municipal environmental companies such as Zhongshan Public, Junxin Co., Hanlan Environment, and others due to stable profitability and improving cash flow [3]. - For unmanned sanitation, companies like Yingfeng Environment and Yuhua Tian are highlighted for their potential in the digital transformation of urban services [3]. - The report also suggests monitoring suppliers of bio-aviation fuel and green methanol, as well as companies involved in reverse osmosis membrane technology due to ongoing market trends [3].

证券之星消息，10月9日塑料板块较上一交易日上涨1.21%，横河精密领涨。当日上证指数报收于 3933.97，上涨1.32%。深证成指报收于13725.56，上涨1.47%。塑料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300539 | 横河精密 | 52.78 | 13.07% | 24.09万 | | 12.10亿 | | 300806 | 斯迪克 | 28.75 | 9.90% | 34.84万 | | 9.93亿 | | 600143 | 金发科技 | 22.20 | 5.76% | 248.11万 | | 53.32 Z | | 605008 | 长竭昌科 | 15.83 | 5.39% | 9.82万 | | 1.55亿 | | 300995 | 奇德新材 | 49.30 | 4.67% | 3.98万 | | 1.97亿 | | 000920 | 沃顿科技 | 13.08 | 3.56% | 19.53万 | | 2.55亿 | | 68 ...

总投资：55,000 万元 格隆汇10月8日丨沃顿科技(000920.SZ)公布，公司近日收到南京江北新区管理委员会行政审批局出具的 《江苏省投资项目备案证》，主要内容如下： 项目名称：膜用材料及膜组件能力提升项目(一期)项目 法人：沃顿科技股份有限公司 建设地点：江苏省南京市江北新区新材料科技园项目 ...