2024年1至12月份，沃顿科技的营业收入构成为：特殊化学品制造占比59.23%，植物纤维制品制造业占 比25.79%，膜分离占比8.95%，中水回用占比3.55%，其他业务占比2.48%。 （文章来源：每日经济新闻） 沃顿科技（SZ 000920，收盘价：11.36元）8月19日晚间发布公告称，沃顿科技股份有限公司董事会近 日收到公司董事郑鹏先生的书面辞职报告，郑鹏先生因工作变动辞去公司董事及董事会薪酬与考核委员 会委员职务（原定任期为2025年2月25日至2028年2月25日）。辞去上述职务后，郑鹏先生不再在公司担 任其他职务。郑鹏先生的辞职报告自送达董事会之日起生效，公司将按照有关规定完成董事补选工作。 ...

2025 年 8 月 20 日 关于董事辞职的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特此公告。 沃顿科技股份有限公司 沃顿科技股份有限公司董事会 沃顿科技股份有限公司（以下简称"公司"）董事会近日收到公 司董事郑鹏先生的书面辞职报告，郑鹏先生因工作变动辞去公司董事 及董事会薪酬与考核委员会委员职务（原定任期为 2025 年 2 月 25 日 至 2028 年 2 月 25 日）。辞去上述职务后，郑鹏先生不再在公司担任 其他职务。截至本公告披露日，郑鹏先生未持有公司股份，不存在应 当履行而未履行的承诺事项，郑鹏先生的辞职不会导致公司董事会成 员低于法定人数。郑鹏先生的辞职报告自送达董事会之日起生效，公 司将按照有关规定完成董事补选工作。 郑鹏先生在担任公司董事期间恪尽职守、勤勉尽责，公司董事会 对郑鹏先生为公司发展所作出的贡献表示衷心感谢！ 证券代码：000920 证券简称：沃顿科技 公告编号：2025-038 ...

金融界消息 截至2025年8月15日收盘，沃顿科技（000920）报收于11.25元，上涨1.53%，换手率 2.03%，成交量8.57万手，成交金额9634.43万元。 资金流向方面，今日主力资金净流入1685.95万元，占比成交额17.5%。其中，超大单净流入1378.14万 元、占成交额14.3%，大单净流入307.81万元、占成交额3.19%，中单净流出流出601.96万元、占成交额 6.25%，小单净流出1083.99万元、占成交额11.25%。 通过天眼查大数据分析，沃顿科技股份有限公司共对外投资了16家企业，参与招投标项目254次，知识 产权方面有商标信息128条，专利信息269条，此外企业还拥有行政许可95个。 来源：金融界 沃顿科技最新一期业绩显示，截至2025一季报，公司营业总收入3.63亿元、同比增长8.43%，归属净利 润4444.78万元，同比增长30.35%，扣非净利润4332.22万元，同比增长29.57%，流动比率2.600、速动比 率2.172、资产负债率23.96%。 天眼查商业履历信息显示，沃顿科技股份有限公司，成立于1999年，位于贵阳市，是一家以从事铁路、 船舶、航空 ...

沃顿科技最新一期业绩显示，截至2025一季报，公司营业总收入3.63亿元、同比增长8.43%，归属净利 润4444.78万元，同比增长30.35%，扣非净利润4332.22万元，同比增长29.57%，流动比率2.600、速动比 率2.172、资产负债率23.96%。 通过天眼查大数据分析，沃顿科技股份有限公司共对外投资了16家企业，参与招投标项目251次，知识 产权方面有商标信息128条，专利信息269条，此外企业还拥有行政许可93个。 来源：金融界 金融界消息 截至2025年8月13日收盘，沃顿科技（000920）报收于11.35元，上涨0.18%，换手率 1.77%，成交量7.45万手，成交金额8429.48万元。 天眼查商业履历信息显示，沃顿科技股份有限公司，成立于1999年，位于贵阳市，是一家以从事铁路、 船舶、航空航天和其他运输设备制造业为主的企业。企业注册资本47262.1118万人民币，实缴资本 20525.0559万人民币。公司法定代表人为蔡志奇。 资金流向方面，今日主力资金净流出1308.44万元，占比成交额15.52%。其中，超大单净流出367.08万 元、占成交额4.35%，大单净流出9 ...

证券日报网讯沃顿科技（000920）8月5日在互动平台回答投资者提问时表示，截至2025年7月31日公司 股东人数为33673户。 ...

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，截至发稿，沃顿科技收盘价为11.06元，上涨0.55%，本期筹码集中以来股价累 计下跌3.57%。具体到各交易日，5次上涨，7次下跌。 公司发布的一季报数据显示，一季度公司共实现营业收入3.63亿元，同比增长8.43%，实现净利润 4444.78万元，同比增长30.35%，基本每股收益为0.0940元，加权平均净资产收益率2.34%。（数据宝） 沃顿科技8月5日披露，截至7月31日公司股东户数为33673户，较上期（7月20日）减少4950户，环比降 幅为12.82%。这已是该公司股东户数连续第2期下降。 ...

天眼查商业履历信息显示，沃顿科技股份有限公司，成立于1999年，位于贵阳市，是一家以从事铁路、 船舶、航空航天和其他运输设备制造业为主的企业。企业注册资本47262.1118万人民币，实缴资本 20525.0559万人民币。公司法定代表人为蔡志奇。 通过天眼查大数据分析，沃顿科技股份有限公司共对外投资了16家企业，参与招投标项目243次，知识 产权方面有商标信息128条，专利信息269条，此外企业还拥有行政许可92个。 沃顿科技最新一期业绩显示，截至2025一季报，公司营业总收入3.63亿元、同比增长8.43%，归属净利 润4444.78万元，同比增长30.35%，扣非净利润4332.22万元，同比增长29.57%，流动比率2.600、速动比 率2.172、资产负债率23.96%。 金融界消息 截至2025年7月29日收盘，沃顿科技（000920）报收于11.09元，下跌1.51%，换手率 2.27%，成交量9.56万手，成交金额1.06亿元。 来源：金融界 资金流向方面，今日主力资金净流出2820.37万元，占比成交额26.66%。其中，超大单净流出881.79万 元、占成交额8.34%，大单净流出1938 ...

Investment Rating - The report rates the environmental industry as "Overweight," indicating that the industry is expected to outperform the overall market [2][10]. Core Insights - Municipal water services are operating steadily, with some companies benefiting from strategic expansion 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, but performance varies among companies due to factors such as historical electricity revenue recognition and increased depreciation from new capacity. Major companies are expected to show varied net profit growth in Q1-Q2 2025 [3]. - The sanitation market remains stable, with no significant profit contribution from automation technologies yet. Major companies are expected to see steady net profit growth [3]. - Equipment performance is diverging due to different downstream impacts. Conventional equipment companies may face margin pressure, while power environmental equipment is benefiting from increased demand [3]. Summary by Category Municipal Water Services - Overall operations are stable, with net profit growth expected for major companies: Tianyuan Environmental (+50%), Xingrong Environment (+8%), and Hongcheng Environment (+4%) in Q1-Q2 2025 [3][4]. Waste Incineration - The sector is stable, with varied net profit growth: Huanlan Environment (+1%), Junxin Co. (+42%), Green Power (+25%), Chengfa Environment (+10%), and Yongxing Co. (+7%) [3][4]. Sanitation - The sanitation market is stable, with expected net profit growth for major companies: Yingfeng Environment (+5%) and Yuhua Tian (+7%) [3][4]. Equipment - Conventional equipment companies are facing competitive pressure, with expected declines in net profit growth: Jingjin Equipment (-15%). In contrast, power environmental equipment companies are seeing significant growth: Qingda Environmental (+359%) and water treatment equipment companies like Wotton Technology (+23%) [3][4]. Investment Recommendations - Municipal environmental companies are recommended for their stable profitability and improving cash flow, including Junxin Co., Huanlan Environment, Xingrong Environment, Green Power, Hongcheng Environment, Yongxing Co., Yuehai Investment, and Guangda Environment [3]. - Companies in the unmanned sanitation sector, such as Yingfeng Environment and Yuhua Tian, are recommended for their potential in digital transformation [3]. - SAF suppliers and raw material providers are highlighted for their growth potential due to EU policies [3]. - Wotton Technology is recommended for its ongoing import substitution in reverse osmosis membranes [3].

Group 1 - The semiconductor stocks are active in early trading, with storage chips and advanced packaging leading the gains [1] - Warton Technology has achieved a consecutive two-day increase, while other companies like Bocheng Co., Longdi Group, and San Chao New Materials have also seen significant gains [1] - The China Securities Regulatory Commission (CSRC) has announced that Changxin Storage, a major domestic DRAM memory chip manufacturer, has initiated its listing guidance [1]

Core Viewpoint - The water treatment membrane industry in China is experiencing significant growth, driven by increasing demand for wastewater treatment and seawater desalination, supported by government policies and technological advancements [1][6][13]. Industry Overview - Water treatment membranes are selective separation materials used for purifying and concentrating wastewater without the need for chemical additives [4]. - The market size of China's water treatment membrane industry is projected to grow from 26.9 billion yuan in 2019 to 45.6 billion yuan by 2024, indicating strong downstream market demand [1][13]. - The industry is categorized into various types of membranes, including microfiltration, ultrafiltration, nanofiltration, and reverse osmosis, with reverse osmosis holding a 45% market share [15][17]. Market Dynamics - The demand for water treatment membranes is increasing due to urbanization, industrialization, and the rising need for wastewater treatment and recycled water production [1][13]. - The number and scale of seawater desalination projects are also contributing to the growing demand for water treatment membranes [1][13]. Competitive Landscape - The Chinese water treatment membrane market is characterized by a domestic-led structure, with domestic companies holding 78% of the market share, while foreign and joint ventures account for 10% and 12%, respectively [19]. - Key domestic players include Beijing OriginWater Technology Co., Ltd., Waton Technology Co., Ltd., Tianjin Membrane Technology Co., Ltd., and others [19][20]. Policy Support - The Chinese government has implemented various policies to support the development of the water treatment membrane industry, including the "Action Plan for Seawater Desalination Utilization (2021-2025)" and other initiatives aimed at enhancing wastewater treatment technologies [6][8][26]. - These policies are designed to promote technological advancements and increase the application of high-performance membrane materials [6][26]. Future Trends - The industry is expected to see continuous technological innovation, with new materials and manufacturing processes emerging, such as nano-porous membranes and organic/inorganic composite membranes [25]. - The demand for water treatment membranes is anticipated to grow in emerging sectors like photovoltaic and lithium battery industries, which require high-purity water for production processes [27].