沃顿科技股份有限公司（以下简称"公司"）拟投资建设膜用材 料及膜组件能力提升项目（以下简称"项目"），项目建设地点位于江 苏省南京市江北新区丰华路以南、大纬东路以北、长丰河路以东、崇 福路以西地块，拟建设综合楼、研发楼、树脂厂房、膜片厂房、膜组 件厂房及相关公辅设施，项目计划建设反渗透膜与聚芳醚砜生产线， 形成反渗透膜产品年产能 2000 万平方米、聚砜年产能 3000 吨的生产 能力，目前项目正在进行环评程序。项目尚需履行内部审批等相关程 序，且受到政策、市场、环境等多种风险因素影响，存在较大不确定 性，最终项目投资方案以公司最终审议通过为准。本次项目投资事项 不构成关联交易，不构成《上市公司重大资产重组管理办法》规定的 重大资产重组，公司将根据项目进展情况及时履行相应的审批程序和 信息披露义务，敬请广大投资者注意投资风险。 证券代码：000920 证券简称：沃顿科技 公告编号：2025-057 特此公告。 沃顿科技股份有限公司董事会 2025 年 10 月 15 日 沃顿科技股份有限公司 关于拟投资项目进展的公告 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 ...

证券代码：000920 证券简称：沃顿科技 公告编号：2025-056 沃顿科技股份有限公司 2025 年半年度分红派息实施公告 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。 一、股东会审议通过利润分配方案情况 （一）沃顿科技股份有限公司（以下简称"公司"）2025 年半年度 利润分配方案已经 2025 年 9 月 16 日召开的 2025 年第二次临时股东 会审议通过，利润分配方案为：以公司 2025 年半年度末总股本 472,621,118 股为基数，向全体股东每 10 股派 0.6 元（含税），不以 公积金转增股本，预计分红金额 28,357,267.08 元，利润分配预案实 施前，公司股本若发生变动，将按照分配总额不变的原则对分配比例 进行调整。 （二）自分配方案披露至实施期间公司股本总额未发生变化。 （三）本次实施的分配方案与股东会审议通过的分配方案及其调 整原则一致。 （四）本次实施分配方案距离股东会审议通过的时间未超过两个 月。 二、本次实施的利润分配方案 公司 2025 年半年度利润分配方案为：以公司现有总股本 472,621,118 股为基 ...

Core Viewpoint - The company has announced the approval of its profit distribution plan for the first half of 2025, which includes a cash dividend for shareholders [1] Group 1: Profit Distribution Details - The company will distribute a cash dividend of 0.6 yuan (including tax) for every 10 shares held, based on a total share capital of 473 million shares as of the end of the first half of 2025 [1] - The total expected dividend amount is approximately 28.3573 million yuan [1] - The record date for shareholders is set for October 20, 2025, and the ex-dividend date is October 21, 2025 [1] Group 2: Shareholder Eligibility - The dividend will be distributed to all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shenzhen Branch, as of the close of trading on October 20, 2025 [1]

Core Viewpoint - Wharton Technology (000920.SZ) announced that the newly signed membrane separation engineering contracts from July 2025 to September 2025 amount to 40.4732 million yuan [1] Group 1 - The total value of new contracts signed for membrane separation engineering business is 40.4732 million yuan [1]

Group 1 - The company, Walton Technology (000920.SZ), announced that the contract amount for new membrane separation engineering business signed from July 2025 to September 2025 is 40.4732 million yuan [1]

Core Viewpoint - Wharton Technology (000920.SZ) announced that the contract amount for new membrane separation engineering business signed from July 2025 to September 2025 is RMB 40.4732 million [1] Company Summary - The company has secured new contracts in the membrane separation engineering sector, indicating growth potential in this area [1]

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].