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调研速递|先河环保接待申万宏源等2家机构调研 详解环保监测增量机会与数智化转型路径
Xin Lang Cai Jing· 2026-01-08 12:47
Core Viewpoint - The environmental monitoring industry is experiencing growth opportunities driven by policies and demand, with a focus on smart and automated solutions for monitoring equipment [3][4]. Group 1: Research Meeting Overview - Hebei Xianhe Environmental Technology Co., Ltd. (Xianhe Environmental) held a specific object research meeting on January 8, 2026, attended by representatives from Shenwan Hongyuan Securities and Ningyin Wealth Management [1][2]. Group 2: Industry Growth Opportunities - The demand in various segments of the environmental monitoring industry is accelerating, particularly in air monitoring due to the implementation of "dual carbon" policies and adjustments in PM2.5 standards, which create opportunities for equipment upgrades [3]. - In the water monitoring sector, while the surface water monitoring market is stabilizing, there is expected growth in groundwater monitoring, driven by increasing urban flooding and disaster recovery needs [3]. Group 3: Competitive Landscape - The environmental monitoring industry is currently stable, with Xianhe Environmental establishing a strong competitive position by offering integrated solutions across the entire value chain, including monitoring equipment, data analysis, and remediation services [4]. Group 4: Accounts Receivable Management - The company acknowledged that government clients face delays in accounts receivable, but ongoing debt reduction policies are expected to improve cash flow and alleviate financial pressure [5]. Group 5: Digital Transformation Focus - Xianhe Environmental plans to deepen its digital transformation by increasing investment in artificial intelligence, industry models, and IoT technologies to enhance the efficiency and reliability of its environmental solutions [6]. Group 6: Asset Injection Plans - The company clarified that there are currently no plans for asset injection from the actual controller's other companies, adhering to information disclosure requirements [7].
先河环保(300137) - 300137先河环保投资者关系管理信息20260108
2026-01-08 12:02
Group 1: Company Overview - Hebei Xianhe Environmental Protection Technology Co., Ltd. is listed under stock code 300137 and is known for its environmental monitoring solutions [1] - The company has developed from monitoring equipment production to a comprehensive service system encompassing environmental monitoring, big data analysis, and remediation [3] Group 2: Investor Relations Activity - The investor relations activity included a tour of the company exhibition hall and the ecological environment big data application center, showcasing the company's history, honors, main products, and monitoring systems [2] - The meeting involved discussions on various topics, including market opportunities and competitive landscape in the environmental monitoring sector [2] Group 3: Market Opportunities - The implementation of the "dual carbon" policy is expected to create growth in carbon monitoring equipment [2] - The air monitoring sector is seeing opportunities due to standard adjustments and the need for PM2.5 equipment updates, while the water monitoring market is stabilizing with anticipated growth in groundwater monitoring [2] Group 4: Financial Performance - The company has faced continuous losses from 2022 to 2024, primarily due to strict credit impairment and asset impairment policies affecting net profit [3] - The receivables from government clients are experiencing delays in payment, but improvements are expected with the advancement of debt reduction policies [3] Group 5: Future Development - The company aims to deepen its digital transformation by increasing investment in artificial intelligence, industry models, and IoT technologies to enhance its smart environmental solutions [3] - There are currently no plans for injecting other companies under the actual controller into Xianhe Environmental Protection [3]
先河环保跌2.08%,成交额3923.45万元,主力资金净流出422.53万元
Xin Lang Cai Jing· 2026-01-08 02:21
Group 1 - The core viewpoint of the news is that Xianhe Environmental Technology Co., Ltd. has experienced fluctuations in its stock price and trading volume, with a recent decline of 2.08% on January 8, 2023, and a total market capitalization of 5.8 billion yuan [1] - As of January 8, 2023, the stock price of Xianhe Environmental is reported at 10.81 yuan per share, with a trading volume of 39.23 million yuan and a turnover rate of 0.68% [1] - The company has seen a stock price increase of 4.34% year-to-date, with significant gains of 8.10% over the last five trading days, 21.32% over the last 20 days, and 57.12% over the last 60 days [1] Group 2 - Xianhe Environmental's main business includes the research, development, production, and sales of high-end environmental online monitoring instruments, with revenue composition being 62.82% from operation and consulting services, 32.93% from environmental monitoring systems, and 4.25% from other sources [1] - As of December 19, 2022, the number of shareholders of Xianhe Environmental has increased to 23,700, representing a 3.79% rise, while the average circulating shares per person decreased by 3.65% to 22,395 shares [2] - For the period from January to September 2025, Xianhe Environmental achieved an operating income of 628 million yuan, reflecting a year-on-year growth of 4.71%, and a net profit attributable to shareholders of 5.53 million yuan, with a year-on-year increase of 2.68% [2]
先河环保:公司将严格按照法律法规的要求履行信息披露义务
Zheng Quan Ri Bao Zhi Sheng· 2026-01-07 14:09
Core Viewpoint - The company emphasizes its commitment to innovation driven by technology, focusing on the application of big data and artificial intelligence in environmental monitoring to promote digital and intelligent transformation in the sector [1] Group 1: Company Strategy - The company is dedicated to leveraging cutting-edge technologies to enhance its capabilities in environmental monitoring [1] - The company will closely monitor opportunities in emerging fields related to its core business [1] Group 2: Management Changes - The chairman, Mr. Yao Guorui, has become the actual controller of Hebei Biji Maoli Technology Co., Ltd., which currently has no direct connection to the company [1] Group 3: Information Disclosure - The company will strictly adhere to legal and regulatory requirements for information disclosure regarding significant matters, advising stakeholders to refer to designated platforms for official announcements [1]
环保设备板块1月6日涨0.6%,先河环保领涨,主力资金净流出7546.6万元
Zheng Xing Xing Ye Ri Bao· 2026-01-06 09:03
Core Viewpoint - The environmental equipment sector experienced a 0.6% increase on January 6, with Xianhe Environmental leading the gains. The Shanghai Composite Index closed at 4083.67, up 1.5%, while the Shenzhen Component Index closed at 14022.55, up 1.4% [1]. Group 1: Stock Performance - Xianhe Environmental (300137) closed at 10.70, up 3.88% with a trading volume of 248,700 shares and a transaction value of 265 million yuan [1]. - Chuangyuan Technology (000551) closed at 15.17, up 3.06% with a trading volume of 692,900 shares and a transaction value of 1.031 billion yuan [1]. - Shijing Technology (301030) closed at 12.28, up 1.66% with a trading volume of 75,500 shares and a transaction value of 93.04 million yuan [1]. - Other notable stocks include Falsheng (000890) at 5.16, up 1.38%, and Longjing Environmental (600388) at 16.48, up 0.98% [1]. Group 2: Capital Flow - The environmental equipment sector saw a net outflow of 75.466 million yuan from institutional investors, while retail investors contributed a net inflow of 103 million yuan [2]. - The capital flow data indicates that Chuangyuan Technology experienced a net outflow of 20.5631 million yuan from institutional investors, while retail investors contributed a net inflow of 14.3357 million yuan [3]. - Xianhe Environmental had a net inflow of 8.0148 million yuan from retail investors, despite a net outflow of 16.6836 million yuan from institutional investors [3].
先河环保涨2.22%,成交额1.06亿元,主力资金净流出78.76万元
Xin Lang Cai Jing· 2025-12-30 05:16
Group 1 - The core viewpoint of the news is that Xianhe Environmental Technology Co., Ltd. has shown significant stock performance, with a year-to-date increase of 67.88% and a recent decline of 3.89% over the last five trading days [1] - As of December 30, the stock price was reported at 10.14 CNY per share, with a market capitalization of 5.441 billion CNY [1] - The company has a diverse revenue structure, with 62.82% from operation and consulting services, 32.93% from environmental monitoring systems, and 4.25% from other sources [1] Group 2 - As of December 19, the number of shareholders increased to 23,700, reflecting a growth of 3.79%, while the average number of circulating shares per person decreased by 3.65% to 22,395 shares [2] - For the period from January to September 2025, the company achieved a revenue of 628 million CNY, representing a year-on-year growth of 4.71%, and a net profit attributable to shareholders of 5.5342 million CNY, up by 2.68% [2] - The company has distributed a total of 259 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [2]
环保设备板块12月26日跌0.81%,美埃科技领跌,主力资金净流出4.16亿元
Zheng Xing Xing Ye Ri Bao· 2025-12-26 09:14
| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688376 | 美埃科技 | 63.50 | -6.20% | 9.10万 | 5.92 Z | | 300137 | 先河环保 | 10.20 | -5.12% | 35.95万 | 3.71亿 | | 688671 | 碧兴物联 | 23.72 | -4.12% | 2.78万 | 6741.19万 | | 001336 | 楚环科技 | 25.63 | -3.97% | ﻟ 9.42万 | 2.41亿 | | 301030 | 仕浄科技 | 12.15 | -2.57% | 7.22万 | 8900.24万 | | 688501 | 青达环保 | 26.88 | -2.47% | 4.82万 | 1.28亿 | | 300786 | 国林科技 | 16.53 | -1.96% | 8.37万 | 1.39亿 | | 300105 | 龙源技术 | 7.35 | -1.61% | 6.59万 | 4869.16万 | | 600817 | 宇 ...
先河环保:第五届董事会第十次会议决议公告
Zheng Quan Ri Bao· 2025-12-23 11:16
(文章来源:证券日报) 证券日报网讯 12月23日晚间,先河环保发布公告称,公司第五届董事会第十次会议审议通过《关于公 司申请银行贷款的议案》。 ...
先河环保(300137) - 第五届董事会第十次会议决议公告
2025-12-23 07:40
证券代码:300137 证券简称:先河环保 公告编号:2025-051 河北先河环保科技股份有限公司 第五届董事会第十次会议决议公告 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。 2025 年 12 月 22 日,河北先河环保科技股份有限公司(以下简称"公司")第 五届董事会第十次会议以通讯表决的形式召开。会议通知于 2025 年 12 月 19 日以邮 件和电话的方式发出。会议应出席董事 9 名,实际出席会议董事 9 名,会议由董事 长姚国瑞先生主持。会议的召集和召开程序符合《公司法》和《公司章程》的规定。 经会议审议及投票表决,议案获得通过。会议决议如下: 通过《关于公司申请银行贷款的议案》 根据公司经营与业务发展需要,同意公司向邢台银行股份有限公司华银支行申 请贷款人民币 50,000 万元,期限一年;同时,授权公司董事长代表公司签署本次贷 款相关协议或合同等文件。 表决情况:9 票赞成,0 票反对,0 票弃权。 特此公告。 河北先河环保科技股份有限公司董事会 二〇二五年十二月二十三日 ...
环保设备板块12月9日涨0.14%,先河环保领涨,主力资金净流入763.55万元
Zheng Xing Xing Ye Ri Bao· 2025-12-09 09:11
Core Viewpoint - The environmental equipment sector experienced a slight increase of 0.14% on December 9, with Xianhe Environmental leading the gains, despite the overall decline in major indices [1][2]. Group 1: Market Performance - On December 9, the Shanghai Composite Index closed at 3909.52, down 0.37% [1]. - The Shenzhen Component Index closed at 13277.36, down 0.39% [1]. - The environmental equipment sector showed a modest increase, contrasting with the overall market decline [1]. Group 2: Capital Flow - The environmental equipment sector saw a net inflow of 763.55 million yuan from main funds [2]. - Retail investors contributed a net inflow of 2556.81 million yuan, while speculative funds experienced a net outflow of 3320.36 million yuan [2]. - Detailed capital flow for individual stocks in the environmental equipment sector is available in the accompanying table [2].