Investment Rating - The report maintains a "Buy" rating for key companies in the environmental sector, including Huicheng Environmental, Gaoneng Environment, and Hongcheng Environment [6]. Core Insights - The establishment of local carbon accounting systems is accelerating, driving high demand in the environmental monitoring industry. Policies in Shandong and Hubei provinces are expected to create clear incremental demand for carbon management and environmental monitoring services [1][28]. - The macroeconomic environment is characterized by historically low interest rates, making high-dividend assets and growth-oriented companies attractive. The report highlights companies benefiting from carbon neutrality, such as high-energy waste management leaders and strong dividend-paying state-owned enterprises [2][29]. Summary by Sections Investment Views - Shandong Province has released a carbon accounting methodology for public institutions, mandating energy-saving renovations and renewable energy adoption, which will directly benefit environmental monitoring companies like Juguang Technology and Xuedilong [1][21]. - Hubei Province has implemented a stringent energy-saving review and carbon emission evaluation for fixed asset investment projects, enhancing the green threshold for investments and favoring environmental monitoring sectors [28]. Market Performance - The environmental sector performed moderately, outperforming the Shanghai Composite Index but underperforming the ChiNext Index. The environmental sector index rose by 1.78%, while the Shanghai Composite Index increased by 1.40% and the ChiNext Index by 4.54% [34]. Industry News - New standards for air pollutant emissions from municipal waste incineration have been released in Shanghai, setting comprehensive requirements for existing and new facilities [40]. - Hubei's new regulations require simultaneous energy-saving reviews and carbon emission evaluations for all new, renovated, and expanded projects, significantly raising the bar for fixed asset investments [28]. Key Companies - Huicheng Environmental is noted for its strong growth potential and high dividend yield, with a projected revenue compound annual growth rate of 13.0% from 2016 to 2024 [30][33]. - Gaoneng Environment aims to become a leading global environmental service provider, focusing on hazardous waste resource utilization and environmental engineering [32].

Core Insights - The environmental equipment sector saw a 0.4% increase on November 27, with *ST Jieneng leading the gains [1] - The Shanghai Composite Index closed at 3875.26, up 0.29%, while the Shenzhen Component Index closed at 12875.19, down 0.25% [1] Environmental Equipment Sector Performance - *ST Jieneng (000820) closed at 3.48, up 3.88% with a trading volume of 171,000 shares and a turnover of 57.64 million yuan [1] - Other notable performers included: - Chuhuan Technology (001336) at 25.50, up 2.49% [1] - Meike Technology (688376) at 44.43, up 2.37% [1] - Yanpai Co., Ltd. (301081) at 11.00, up 1.66% [1] - Hengying Environmental (688309) at 23.63, up 1.63% [1] Capital Flow Analysis - The environmental equipment sector experienced a net outflow of 15.05 million yuan from institutional investors and 28.43 million yuan from retail investors, while retail investors saw a net inflow of 43.47 million yuan [2] - Specific stock capital flows included: - Longjing Environmental (600388) with a net inflow of 10.96 million yuan from institutional investors [3] - Zhongcai Energy (603126) with a net inflow of 5.08 million yuan from institutional investors [3] - *ST Jieneng (000820) with a net inflow of 3.08 million yuan from institutional investors [3]

关于为全资子公司申请银行授信额度提供担保的进展公告 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、担保情况概述 证券代码：002658 证券简称：雪迪龙 公告号：2025-054 北京雪迪龙科技股份有限公司 北京雪迪龙科技股份有限公司（以下简称"公司"）于 2025 年 3 月 26 日召开 第五届董事会第十八次会议和第五届监事会第十七次会议，审议通过了《关于为全 资子公司申请银行授信额度提供担保的议案》，同意公司为全资子公司北京雪迪龙 环境科技有限公司（以下简称"雪迪龙环境科技"）及其子公司江西雪迪龙科技有 限公司（以下简称"江西雪迪龙"）、郑州尚蜂环境科技有限公司（以下简称"郑 州尚蜂"），北京华准检测技术有限公司（以下简称"华准检测"），北京雪迪龙 信息科技有限公司（以下简称"雪迪龙信息科技"），广州华鑫工程技术有限公司 （以下简称"广州华鑫"），向银行申请银行综合授信额度提供担保，总担保额度 不超过 3,300 万元。上述全资子公司须在各自审议通过的担保额度范围内向银行申 请综合授信。本次担保期限为自本次董事会审议通过之日起一年内有效，具体项目 ...

Core Insights - The "2025 Beijing High-end Scientific Instruments and Sensors Conference" was successfully held in Beijing, focusing on policy interpretation, technical exchanges, and project implementation in the scientific instruments and sensors field [2] - The "Beijing Huairou Science City Mass Spectrometry Technology Research Institute" was inaugurated, aiming to create a robust ecosystem for mass spectrometry technology with participation from industry leaders and service providers [2] - Snowy Dragon showcased various mass spectrometry instruments at the concurrent 2025 Scientific Instruments and Sensors Expo, highlighting its technological advancements and innovation capabilities [3] Group 1 - The conference facilitated deep interactions among global experts and industry leaders in the scientific instruments and sensors sector [2] - The establishment of the research institute is a collaborative effort involving Snowy Dragon and its ecological partners, focusing on common hardware and software technology breakthroughs [2] - Snowy Dragon's Chief Engineer shared insights on technology innovation breakthroughs and collaborative models for resource integration during a roundtable discussion [3]

证券之星消息，11月14日环保设备板块较上一交易日下跌0.28%，雪迪龙领跌。当日上证指数报收于 3990.49，下跌0.97%。深证成指报收于13216.03，下跌1.93%。环保设备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) | | --- | --- | --- | --- | --- | --- | | 000820 | *ST节能 | 3.50 | 5.11% | 13.40万 | 4632.95万 | | 688376 | 美埃科技 | 48.40 | 3.44% | 4.22万 | 2.04亿 | | 688671 | 碧兴物联 | 24.15 | 2.42% | 1.33万 | 3183.69万 | | 301030 | 仕浄科技 | 15.32 | 2.27% | 7.24万 | 1.11亿 | | 000890 | 法尔胜 | 4.95 | 1.85% | 16.46万 | 8112.70万 | | 001336 | 楚杯科技 | 26.32 | 1.50% | 1.02万 | 2694.69万 | | 301288 | *ST清研 ...

证券日报网讯雪迪龙（002658）11月13日在互动平台回答投资者提问时表示，经确认，公司董事长个人 未加入弘毅堂群，该群任何发言也非董事长本人意思表达。 ...

Core Insights - The environmental equipment sector experienced a slight increase of 0.16% on November 13, with Henghe Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4029.5, up 0.73%, while the Shenzhen Component Index closed at 13476.52, up 1.78% [1] Environmental Equipment Sector Performance - Henghe Co., Ltd. saw a closing price of 28.18, with a significant increase of 8.43% and a trading volume of 31,900 shares, amounting to 87.56 million yuan [1] - Other notable performers included Jiuwu Gaoke with a closing price of 30.40, up 3.47%, and Meai Technology at 46.79, up 3.20% [1] - The sector also included companies like Guolin Technology and Huahong Technology, which saw minor increases of 1.31% and 0.99%, respectively [1] Capital Flow Analysis - The environmental equipment sector experienced a net outflow of 128 million yuan from institutional investors, while retail investors contributed a net inflow of 133 million yuan [2] - The data indicates that while institutional funds were withdrawn, retail participation remained strong, suggesting differing investor sentiment [2] Individual Stock Capital Flow - Yingfeng Environment had a net inflow of 24.61 million yuan from institutional investors, while it faced a net outflow of 8.09 million yuan from speculative funds [3] - Other companies like Chuangyuan Technology and Meai Technology also showed mixed capital flows, with varying degrees of net inflows and outflows from different investor categories [3]

Core Viewpoint - The company, Xuedilong (002658.SZ), announced a capital increase and introduction of new investors for its joint venture, Beijing Tongchuang High-Precision Scientific Instrument Innovation Co., Ltd, which will dilute its ownership stake from 30.7692% to 16.6667% after the capital increase [1] Group 1 - The joint venture, referred to as "Innovation Center," plans to increase its registered capital by 55 million yuan, bringing the total from 65 million yuan to 120 million yuan [1] - New investors include Beijing Jingyi Group Co., Ltd, which intends to subscribe for 30 million yuan, Beijing Zhongguancun Science City Technology Investment Partnership (Limited Partnership) for 20 million yuan, and Beijing Jingyi Intelligent Technology Co., Ltd for 5 million yuan [1] - The company has decided to waive its preferential subscription rights for this capital increase [1]

Core Viewpoint - The company, Xuedilong (002658.SZ), announced a capital increase and introduction of new investors for its joint venture, Beijing Tongchuang High-Precision Scientific Instrument Innovation Co., Ltd, which will dilute its ownership stake from 30.7692% to 16.6667% [1] Group 1 - The joint venture plans to increase its registered capital by 55 million yuan, raising it from 65 million yuan to 120 million yuan [1] - New investors include Beijing Jingyi Group Co., Ltd, which plans to subscribe for 30 million yuan, Beijing Zhongguancun Science City Technology Investment Partnership (Limited Partnership) with 20 million yuan, and Beijing Jingyi Intelligent Technology Co., Ltd with 5 million yuan [1] - The company has decided to waive its preferential subscription rights for this capital increase [1]

Group 1 - The company Xuedilong (SZ 002658) announced that its 25th meeting of the fifth board of directors was held on November 11, 2025, combining in-person and remote video conferencing [1] - The meeting reviewed documents including a proposal to apply for a comprehensive credit facility from banks [1] - For the first half of 2025, Xuedilong's revenue composition was 92.99% from instruments and meters, with other sources accounting for 7.01% [1] Group 2 - As of the report, Xuedilong's market capitalization is 6.1 billion yuan [1]