上市企业：龙净环保（600388）,清新环境（002573）,菲达环保（600526）,雪浪环境（300385）,中电环 保（300172）,永清环保（300187） 相关报告：智研咨询发布的《2025-2031年中国大气污染防治设备行业市场供需态势及投资潜力研判报 告》 根据国家统计局数据显示：2025年9月中国大气污染防治设备产量为3万台(套)，同比下降4.5%；2025年 1-9月中国大气污染防治设备累计产量为23.7万台(套)，累计下降18.7%。 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 2020-2025年1-9月中国大气污染防治设备产量统计图 ...

本公司及董事会全体成员保证信息披露内容的真实、准确和完 整，没有虚假记载、误导性陈述或重大遗漏。 永清环保股份有限公司 证券代码：300187 证券简称：永清环保 公告编号：2025-071 永清环保股份有限公司 关于向银行申请综合授信额度的公告 永清环保股份有限公司（以下简称"公司"）于 2025 年 12 月 1 日召开了第 六届董事会 2025 年第八次临时会议，审议通过了《关于向银行申请授信额度的 议案》，同意公司及相关全资子公司拟向银行申请授信额度，具体情况如下： 为满足公司及全资子公司日常生产经营和业务发展的资金需求，优化资金配 置，保障经营活动的顺利开展。公司全资子公司湖南华环检测技术有限公司拟向 中国银行股份有限公司浏阳支行申请综合授信额度 1,000.00 万元，授信期限 1 年，授信品种为流动资金贷款；全资子公司湖南永旭新能源有限公司拟向中国银 行股份有限公司芙蓉支行申请授信额度 1,000.00 万元人民币,授信期限为 1 年， 授信品种为流动资金贷款；全资子公司衡阳永清环保能源有限公司拟向中国银行 股份有限公司衡阳分行申请授信额度 1,000.00 万元人民币,授信期限 1 年，授信 ...

Group 1 - The core point of the article is that Yongqing Environmental Protection (SZ 300187) held a temporary board meeting on December 1, 2025, to discuss a proposal for applying for credit limits from banks [1] - For the first half of 2025, Yongqing Environmental Protection's revenue composition was 74.62% from carbon neutrality business and 25.38% from environmental protection business [1] - As of the report date, Yongqing Environmental Protection has a market capitalization of 3.5 billion yuan [1]

证券代码：300187 证券简称：永清环保 公告编号：2025-072 永清环保股份有限公司 第六届董事会 2025 年第八次临时会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完 整，没有虚假记载、误导性陈述或重大遗漏。 永清环保股份有限公司 为满足公司及全资子公司日常生产经营和业务发展的资金需求，优化资金配 置，保障经营活动的顺利开展，公司及相关全资子公司拟向银行申请授信额度， 并由相关方提供相应担保。 具体内容详见公司同日披露于巨潮资讯网（www.cninfo.com.cn）的《永清环 保股份有限公司关于向银行申请综合授信额度的公告》。 特此公告 永清环保股份有限公司 董 事 会 2025 年 12 月 2 日 永清环保股份有限公司（以下简称"公司"）董事会于 2025 年 11 月 27 日 向全体董事以电话、传真或电子邮件的方式发出第六届董事会 2025 年第八次临 时会议的通知，会议于 2025 年 12 月 1 日以通讯表决的方式举行。本次会议应出 席的董事 9 名，实际出席的董事 9 名。 会议的召开程序符合《中华人民共和国公司法》《永清环保股份有限公司章 程》和有关法律、法 ...

Core Viewpoint - Yongqing Environmental Protection Co., Ltd. has officially launched a desulfurization and denitrification project with Gansu Zhonghe Tong Thermal Energy Co., Ltd., indicating a significant step in environmental technology implementation [1] Group 1 - The project includes the construction of two sets of 440t/h circulating fluidized bed boilers and two sets of 59MW extraction back-pressure turbine units [1] - The project is executed under an EPC (Engineering, Procurement, and Construction) general contracting model [1] - The total contract amount for the project is 49.848 million yuan [1]

Group 1 - Yongqing Environmental Protection (SZ 300187) announced that it received a research visit from Huian Fund on November 21, 2025, with the company’s board secretary, Pu Zhen, participating in the reception and answering investor questions [1] - For the first half of 2025, Yongqing Environmental Protection's revenue composition was 74.62% from carbon neutrality business and 25.38% from environmental protection business [1] - As of the report date, Yongqing Environmental Protection's market capitalization was 3.3 billion yuan [2]

Group 1: Financial Performance - The company's non-net profit growth rate significantly outpaced the net profit growth rate in the first three quarters of 2025, primarily due to stable cash flow from core operations like waste-to-energy and the transition of hazardous waste treatment from loss to profit [2][3] - The revenue from the new energy dual-carbon business accounts for approximately 74% of total revenue, with a gross margin of around 37%, maintaining a strong position in the industry [8][9] Group 2: Core Business Segments - The traditional business consists of four main segments: waste-to-energy, hazardous waste treatment, flue gas desulfurization and denitrification, and long-term stable operation of quality environmental projects [3][4] - Waste-to-energy operations have leading industry performance in terms of operational and maintenance rates, ensuring steady and continuous revenue growth [3] Group 3: Strategic Focus and Future Growth - The company aims to focus on high-profit projects, avoiding low-margin and high-capital projects, while leveraging AI and new energy as core growth areas [4] - The strategy includes a dual approach of maintaining traditional business stability while expanding into AI applications in the energy sector, creating a synergy between traditional and new business models [4][7] Group 4: AI Market Insights - The global AI market in the energy sector is projected to reach approximately $120 billion in 2023, with a growth rate of about 38% [5] - The domestic AI market in energy is expected to exceed $500 billion, indicating significant opportunities for growth and investment [5] Group 5: AI Business Positioning - The company's AI business focuses on the "AI + New Energy" sector, targeting the energy and power industry for practical applications [7] - Core customer segments include power grid systems, energy groups, and other industrial clients, each with distinct needs and characteristics [8]

Core Viewpoint - Multiple A-shares are set to implement dividend distributions, indicating a positive trend in shareholder returns and company performance [1][2][3] Group 1: Dividend Announcements - Sanhe Tree (603737) will distribute a cash dividend of 0.50 CNY per share, totaling 369 million CNY, with the record date on November 18, 2025, and the ex-dividend date on November 19, 2025 [2] - Zhiou Technology (301376) will distribute a cash dividend of 2 CNY for every 10 shares, amounting to 80.1554 million CNY, with the same record and ex-dividend dates as above [2] - Yongqing Environmental Protection (300187) will distribute a cash dividend of 0.77 CNY for every 10 shares, with no stock bonus or capital reserve conversion, also following the same record and ex-dividend dates [2] - China Nuclear Construction (601611) will distribute a cash dividend of 0.01 CNY per share, totaling 30.1383 million CNY, with the record date on November 19, 2025, and the ex-dividend date on November 20, 2025 [2] Group 2: Additional Dividend Distributions - China CNR (601766) will distribute a cash dividend of 0.11 CNY per share, totaling approximately 3.157 billion CNY, with the record and ex-dividend dates on November 19 and 20, 2025, respectively [3] - Songzhi Co. (002454) will distribute a cash dividend of 1.50 CNY for every 10 shares, totaling 93.9345 million CNY, with the same record and ex-dividend dates [3] - Chongqing Beer (600132) announced a mid-year profit distribution plan, proposing a cash dividend of 1.30 CNY per share, totaling 629 million CNY, with the same record and ex-dividend dates [3]

Core Points - Multiple A-shares have announced dividend distributions, indicating a trend of returning profits to shareholders [1][2][3] Group 1: Dividend Announcements - Sanhe Tree (603737) will distribute a cash dividend of 0.50 CNY per share, totaling 369 million CNY, with the record date on November 18, 2025, and the ex-dividend date on November 19, 2025 [2] - Zhiou Technology (301376) will distribute a cash dividend of 2 CNY for every 10 shares, amounting to 80.1554 million CNY, with the same record and ex-dividend dates as above [2] - Yongqing Environmental Protection (300187) will distribute a cash dividend of 0.77 CNY for every 10 shares, with no stock bonus or capital reserve conversion, also on the same dates [2] - China Nuclear Construction (601611) will distribute a cash dividend of 0.01 CNY per share, totaling 30.1383 million CNY, with the record date on November 19, 2025, and the ex-dividend date on November 20, 2025 [2] Group 2: Additional Dividend Distributions - China CNR (601766) will distribute a cash dividend of 0.11 CNY per share, totaling approximately 3.157 billion CNY, with the record and ex-dividend dates on November 19 and 20, 2025, respectively [3] - Songzhi Co. (002454) will distribute a cash dividend of 1.50 CNY for every 10 shares, totaling 93.9345 million CNY, with the same record and ex-dividend dates [3] - Chongqing Beer (600132) plans to distribute a cash dividend of 1.30 CNY per share, totaling 629 million CNY, with the record date on November 18, 2025, and the ex-dividend date on November 19, 2025 [3]

Core Viewpoint - Multiple A-shares are set to implement dividend distributions, indicating a positive trend in shareholder returns and company profitability [2][5]. Group 1: Dividend Announcements - SanKe Tree (603737) announced a cash dividend of 0.50 CNY per share, totaling 369 million CNY, with the record date on November 18, 2025, and the ex-dividend date on November 19, 2025 [3]. - Zhiou Technology (301376) will distribute a cash dividend of 2 CNY for every 10 shares, amounting to 80.1554 million CNY, with the same record and ex-dividend dates as SanKe Tree [3]. - Yongqing Environmental Protection (300187) declared a cash dividend of 0.77 CNY for every 10 shares, with no stock bonus or capital reserve conversion, following the same record and ex-dividend dates [3]. - China Nuclear Construction (601611) will distribute a cash dividend of 0.01 CNY per share, totaling approximately 30.1383 million CNY, with the record date on November 19, 2025, and the ex-dividend date on November 20, 2025 [3]. - China CRRC (601766) announced a cash dividend of 0.11 CNY per share, totaling about 3.157 billion CNY, with the same record and ex-dividend dates as China Nuclear Construction [4]. - Songzhi Co. (002454) will distribute a cash dividend of 1.50 CNY for every 10 shares, totaling 93.9345 million CNY, with the same record and ex-dividend dates [4]. Group 2: Additional Dividend Announcements - More than ten companies, including Midea Group, Jinjiang Shipping, Hangzhou Bank, and others, have also announced upcoming dividend distributions this week [5]. - Chongqing Beer (600132) plans to distribute a cash dividend of 1.30 CNY per share, totaling 629 million CNY, with the same record and ex-dividend dates as the previously mentioned companies [5].