Core Insights - Dayu Water-saving Group Co., Ltd. reported a revenue of 1.276 billion yuan for the first half of 2025, representing a year-on-year growth of 4.9% [1] - The net profit attributable to shareholders was 12.5941 million yuan [1] Group 1: Business Performance - The company focused on the national trend of increasing investment in water conservancy construction, advancing its transformation and upgrading strategy [1] - Dayu Water-saving optimized resource allocation, adjusted marketing strategies, and tracked major project implementation plans comprehensively [1] - The gross profit margin of projects steadily improved due to enhanced cost reduction and efficiency measures [1] Group 2: Project Management - A total of 73 new and ongoing projects were initiated, emphasizing output, progress, quality, and safety [1] - The company achieved a project customer satisfaction rate of over 95% through a comprehensive service system covering all project phases [1] Group 3: Research and Development - The company increased its R&D investment, recommending 10 national research projects related to high-performance irrigation products and efficient agricultural technologies [2] - The core equipment of the sound wave rain enhancement device was upgraded, achieving system integration [2] - The company completed the design and trial operation of drip irrigation production equipment, breaking through technical bottlenecks [2] Group 4: Future Strategy - In the second half of the year, the company aims to focus on profit, market expansion, and organizational innovation to enhance quality and efficiency [2] - The strategy includes optimizing talent structure and improving team collaboration to seize opportunities for high-quality development [2]

Core Viewpoint - Dayu Water-saving has demonstrated steady revenue growth and improved profitability in the first half of 2025, despite a complex market environment, positioning itself as a leading player in the digital water conservancy industry in China [1][2]. Financial Performance - The company achieved an operating revenue of 1.276 billion yuan, a year-on-year increase of 4.90% [1]. - Net profit attributable to shareholders reached 12.594 million yuan, while the net profit after deducting non-recurring gains and losses significantly increased to 4.3463 million yuan, reflecting a year-on-year growth of 126.27% [1]. Market Position and Strategy - Dayu Water-saving is recognized as a major player in the digital water conservancy sector, focusing on agricultural, rural, and water resource issues, and has established a comprehensive digital water conservancy ecosystem [1]. - The company has formed strategic alliances with several central state-owned enterprises, research institutions, and international partners, enhancing its role in driving technological upgrades and global development in the industry [1][2]. Product Performance - Revenue from smart agricultural water projects reached 828 million yuan, representing a year-on-year growth of 12.71% [1]. - Revenue from agricultural water technology sales and services was 220 million yuan, while revenue from agricultural water information and project operation services amounted to 130 million yuan [1]. Industry Trends and Opportunities - The company is benefiting from favorable national policies that increase investment in high-standard farmland construction, large and medium-sized irrigation area renovations, and water resource allocation, creating a broad market space [2]. - Dayu Water-saving is actively participating in major water conservancy projects and has established strategic cooperation with various state-owned enterprises across more than 20 provinces and cities [2]. Innovation and R&D - The company has strengthened its R&D investments, resulting in multiple new patents and software copyrights in key areas such as smart irrigation and digital twin irrigation areas [2]. - The digital twin irrigation project launched by its subsidiary, Huitu Technology, has been recognized as an excellent case by the Ministry of Water Resources, further solidifying the company's leading position in smart water conservancy [2]. Future Outlook - In the second half of the year, the company plans to seize policy opportunities, focusing on high-standard farmland, modernization of irrigation areas, and water resource allocation projects, while enhancing market marketing and project management [3]. - The company aims to achieve its annual operational goals and plans to expand its business scope through mergers and acquisitions, including new fields such as agricultural drones and unmanned equipment [3].

以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 2025年8月26日，大禹节水(300021.SZ)发布2025年半年度报告。截至2025年8月25日，共有3个机构投资 者披露持有大禹节水A股股份，合计持股量达1191.54万股，占大禹节水总股本的1.33%。其中，机构投 资者包括武汉懋舜勤合商业管理有限公司、全国社保基金一零三组合、中国水利水电科学研究院，机构 投资者合计持股比例达1.33%。相较于上一季度，机构持股比例合计上涨了0.05个百分点。 对于社保基金，本期新披露持有大禹节水的社保基金共计1个，即全国社保基金一零三组合。 ...

大禹节水集团股份有限公司 2025 年度 非经营性资金占用及其他关联资金往来情况汇总表 金额单位：人民币万元 | 非经营性资金占用 | 资金占用方名称 | 占用方与上市 公司的关联关 系 | 上市公司核算 的会计科目 | 2025 金余额 | 年期初占用资 | 2025 年 | 1-6 金额(不含利息) | 月占用累计发生 | 2025 年 | 1-6 月占用资金的 利息(如有) | | 2025 年 1-6 累计发生金额 | 月偿还 | 2025 | 年 6 余额 | 月占用资金 | 占用形成 原因 | 占用性质 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 控股股东、实际控制 人及其附属企业 | 不适用 | 不适用 | 不适用 | 无 | | 无 | | | 无 | | | 无 | | 无 | | | 不适用 | 不适用 | | | 小计 | — | — | | 0.00 | | | 0.00 | | | 0.00 ...

证券代码：300021 证券简称：大禹节水 公告编号：2025－132 债券代码：123063 债券简称：大禹转债 大禹节水集团股份有限公司董事会 关于2025年半年度募集资金存放与使用情况的专项报告 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。 大禹节水集团股份有限公司（以下简称"公司"或"大禹节水"）根据《上 市公司监管指引第 2 号——上市公司募集资金管理和使用的监管要求》《深圳证 券交易所创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》等有关规定以及《深圳证券交易所创业板上市 公司自律监管指南第 2 号——公告格式》的相关规定，编制了 2025 年度募集资 金存放与使用情况的专项报告，具体内容如下： 一、 募集资金基本情况 (一) 公开发行可转换公司债券募集资金 1、公开发行可转换公司债券募集资金金额和资金到账时间 经中国证券监督管理委员会《关于核准大禹节水集团股份有限公司公开发行 可转换公司债券的批复》（证监许可〔2020〕1245 号）核准，公司向社会公开 发行 638 万张可转换公司债券（以下简称" ...

债券代码：123063 债券简称：大禹转债 证券代码：300021 证券简称：大禹节水 公告编号：2025－135 2025 年半年度报告披露提示性公告 大禹节水集团股份有限公司 2025 年 8 月 26 日 为使投资者全面了解公司的经营情况、财务状况等，公司《2025 年半年度 报告》及其摘要于 2025 年 8 月 26 日在中国证监会指定的创业板信息披露网站巨 潮资讯网(www.cninfo.com.cn)上披露，敬请投资者注意查阅。 特此公告。 大禹节水集团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。 大禹节水集团股份有限公司（以下简称"公司"）于 2025 年 8 月 22 日召开 第七届董事会第六次会议，审议通过《关于公司〈2025 年半年度报告〉全文及 其摘要的议案》。 ...

大禹节水集团股份有限公司 2025 年半年度报告全文 大禹节水集团股份有限公司 2025 年半年度报告 2025-133 【2025 年 8 月 26 日】 1 大禹节水集团股份有限公司 2025 年半年度报告全文 第一节重要提示、目录和释义 公司董事会、监事会及董事、高级管理人员保证半年度报告内容的真实、 准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担个别和连 带的法律责任。 公司负责人王浩宇、主管会计工作负责人于虎华及会计机构负责人（会 计主管人员）张付燕声明：保证本半年度报告中财务报告的真实、准确、完 整。 所有董事均已出席了审议本次半年报的董事会会议。 | 第一节重要提示、目录和释义 2 | | | --- | --- | | 第二节公司简介和主要财务指标 | 6 | | 第三节管理层讨论与分析 | 9 | | 第四节公司治理、环境和社会 38 | | | 第五节重要事项 43 | | | 第六节股份变动及股东情况 | 59 | | 第七节债券相关情况 | 67 | | 第八节财务报告 71 | | 大禹节水集团股份有限公司 2025 年半年度报告全文 备查文件目录 一、载有法定代表人签名 ...

大禹节水集团股份有限公司 第七届董事会第六次会议决议公告 本公司及其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、误导性陈述或重大遗漏。 | 证券代码:300021 | | --- | | 债券代码:123063 | 证券代码：300021 证券简称：大禹节水 公告编号：2025-131 债券代码：123063 债券简称：大禹转债 公司第七届董事会审计委员会第五次会议审议通过本议案中的财务部分内 容。 二、 审议通过《关于公司 2025 年半年度募集资金存放与使用情况的专项 报告》 董事会认为：《2025 年半年度募集资金存放与使用情况的专项报告》符合 《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》 等法律、法规的相关要求，如实反映了公司报告期内募集资金的存放、使用情况， 不存在募集资金存放与使用违法违规的情形。 具体内容详见同日在中国证监会指定创业板信息披露网站巨潮资讯网 （http://www.cninfo.com.cn）披露的《关于公司 2025 年半年度募集资金存放 与使用情况的专项报告》。 该议案表决结果：同意 9 票，反对 0 票，弃权 0 票。 特 ...

Group 1 - The chairman of Dayu Water-saving Group, Wang Haoyu, visited the government of Minqin County, Wuwei City, Gansu Province, to discuss various topics [1] - Key discussion points included promoting high-standard farmland construction, comprehensive water price reform, and digital water conservancy construction [1]

Group 1 - The agricultural sector experienced a slight decline of 0.17% on August 25, with Dayu Irrigation leading the drop [1] - The Shanghai Composite Index closed at 3883.56, up 1.51%, while the Shenzhen Component Index closed at 12441.07, up 2.26% [1] - Key stocks in the agricultural sector showed varied performance, with Huilong Co. remaining flat at 5.83, Runong Irrigation down 0.35% to 8.48, and Dayu Irrigation down 0.37% to 5.36 [1] Group 2 - The agricultural sector saw a net outflow of 70.09 million yuan from institutional investors, while retail investors had a net inflow of 46.69 million yuan [1] - Dayu Irrigation experienced a significant net outflow of 63.45 million yuan from institutional investors, representing a 19.82% net share [1] - Huilong Co. had a net outflow of 6.55 million yuan from institutional investors, with retail investors contributing a net inflow of 6.04 million yuan [1]