Core Insights - The report maintains an "Outperform" rating for the public utilities and environmental sectors, highlighting the successful completion of China's first ship-based green methanol refueling operation in Zhejiang Province and the anticipated demand for fusion equipment in Q4 [1][2][3] Market Review - In September, the CSI 300 index rose by 3.20%, while the public utilities index increased by 0.41% and the environmental index by 0.77%. The relative performance of public utilities and environmental sectors ranked 13th and 11th among 31 first-level industry classifications [1][13][23] - The environmental sector saw a 0.77% increase, with the power sector's thermal power rising by 2.34%, while hydropower and new energy generation fell by 3.08% and 1.36%, respectively. The water sector increased by 1.27%, and the gas sector rose by 5.65% [1][26][32] Important Events - China Ship Fuel successfully completed the first ship-based green methanol refueling operation in Zhejiang Province, marking a significant milestone for the Ningbo-Zhoushan Port as a hub for LNG, biofuels, and methanol refueling capabilities [2][14] - The BEST fusion energy project achieved a key milestone with the successful installation of its first critical component, the Dewar base, indicating progress in the construction of fusion devices in China [3][15][16] Sector Analysis Public Utilities - Coal and electricity prices are declining simultaneously, allowing thermal power profitability to remain reasonable. Recommendations include major thermal power companies such as Huadian International and Shanghai Electric [4][21] - Continuous government support for renewable energy development is expected to stabilize profitability in the sector, with recommendations for leading companies like Longyuan Power and Three Gorges Energy [4][21] - Nuclear power companies are expected to maintain stable profitability due to growth in installed capacity and generation, with recommendations for China National Nuclear Power and China General Nuclear Power [4][21] Environmental Sector - The water and waste incineration industries are entering a mature phase, with significant improvements in free cash flow. Recommendations include companies like China Everbright Environment and Zhongshan Public Utilities [22] - The domestic scientific instrument market, valued at over $9 billion, presents substantial opportunities for domestic replacements, with recommendations for companies like Focused Photonics [22] - The EU's SAF blending policy is expected to increase demand for raw materials, benefiting the domestic waste oil recycling industry, with recommendations for companies like Shanggou Environmental Energy [22] Investment Strategy - The report emphasizes the importance of integrating renewable energy with smart energy management, recommending investments across the renewable energy supply chain and companies involved in comprehensive energy management [21][22]

Core Viewpoint - The article highlights high-paying job opportunities in the instrumentation sector for fresh graduates during the National Day holiday, encouraging job seekers to update their resumes and explore these positions [2]. Group 1: Job Opportunities - Agilent is offering a Customer Service Engineer position in Shanghai with a negotiable salary [2]. - Bosaide is hiring a Sales Engineer in Beijing with a salary range of 6,000 to 30,000 RMB, plus a 13th-month salary [4]. - Juneng Technology is looking for candidates in Hangzhou with a negotiable salary [6][7]. - Mettler Toledo is seeking a Software Testing Intern in Shanghai with a negotiable salary [9]. - Broadcom Measurement is hiring a Measurement Engineer in Zhengzhou with a negotiable salary [10]. - Noah is looking for a Physical and Chemical Laboratory Specialist in Shanghai with a negotiable salary [11]. - Meixin is offering a Testing Sales Engineer position in Shenzhen with a salary range of 10,000 to 15,000 RMB, plus a 13th-month salary [14]. Group 2: Job Requirements - Agilent requires candidates to have a Master's degree or above in relevant fields, with strong interpersonal and communication skills [3]. - Bosaide seeks candidates with a Bachelor's degree in Chemistry, Biology, or related fields, and at least one year of sales or technical experience [5]. - Juneng Technology prefers candidates with a Master's degree in Molecular Biology or related fields, with an interest in synthetic biology [8]. - Mettler Toledo's intern role requires involvement in new product development and software testing [10]. - Broadcom Measurement requires a Bachelor's degree in Chemistry or related fields, with strong learning and teamwork abilities [10]. - Noah seeks candidates with a background in physical and chemical sciences, good communication skills, and the ability to work under pressure [11]. - Meixin prefers candidates with a college degree and at least one year of B2B sales experience [15]. - Victory Nano is looking for a Backend Development Engineer with a solid foundation in Java and experience in web application development [16]. - Feiyue is hiring an Assistant Application System Engineer with a Master's degree in Logistics Management or Computer Science [18].

Summary of Key Points - On September 30, nine listed companies repurchased their own shares [1] - The highest repurchase amount was from Ju Guang Technology, totaling 86.28 million yuan, with a repurchase of 4.6 million shares [1] - Shuangta Food repurchased shares worth 65.38 million yuan, acquiring 11.53 million shares [1] - Ru Yuchen repurchased shares amounting to 44.68 million yuan, with a total of 1.07 million shares bought back [1]

证券日报网讯 9月30日晚间，聚光科技发布公告称，公司于近日接到本公司控股股东之一浙江普渡科技 有限公司（以下简称"普渡科技"）的通知，普渡科技办理了部分解除质押业务，解除质押股份数量为 15，865，000股。 （编辑 楚丽君） ...

Group 1 - The core point of the article is that 聚光科技 (Juguang Technology) announced a share buyback program, having repurchased a total of 4,750,000 shares, which represents 1.06% of the company's total share capital as of September 29, 2025 [1]

Group 1 - The company, 聚光科技 (Hangzhou) Co., Ltd., approved a share repurchase plan during its board meeting on August 20, 2025, intending to use its own and self-raised funds for the repurchase of A-shares [1] - The total amount for the repurchase will be no less than 100 million yuan and no more than 150 million yuan, with a maximum repurchase price of 29.50 yuan per share, and the repurchase period is set for 12 months from the board's approval [1] - The company has also secured a commitment letter from Bank of Communications Hangzhou Huansha Branch for a loan of up to 135 million yuan specifically for the share repurchase [1] Group 2 - As of September 29, 2025, the company has repurchased a total of 4.75 million shares, accounting for 1.06% of the total share capital, with the highest transaction price being 20.82 yuan per share [1] - The timing, quantity, and entrusted period of the share repurchase comply with relevant regulations, and the company will continue to implement the repurchase plan based on market conditions while fulfilling information disclosure obligations [1]

Core Viewpoint - The company, 聚光科技, has conducted a share buyback, acquiring a total of 4,750,000 shares, which represents 1.06% of its total share capital, with a total expenditure of approximately 89.4 million yuan [1] Summary by Relevant Categories Share Buyback Details - The company has repurchased shares through a dedicated securities account via centralized bidding [1] - The highest transaction price for the repurchased shares was 20.82 yuan per share, while the lowest was 17.66 yuan per share [1] - The total amount spent on the buyback, excluding transaction fees, was 89,399,016.00 yuan [1]

格隆汇9月30日｜聚光科技公告，截至2025年9月29日，公司通过回购专用证券账户以集中竞价方式累计 回购公司股份数量475万股，占公司总股本的1.06%，最高成交价为20.82元/股，最低成交价为17.66元/ 股，成交总金额8939.9万元（不含交易费用）。本次回购符合相关法律法规的要求，符合既定的回购方 案。 ...

一、股东部分股份解除质押基本情况 聚光科技（杭州）股份有限公司（以下简称"本公司"）于近日接到本公司 控股股东之一浙江普渡科技有限公司（以下简称"普渡科技"）的通知，普渡 科技办理了部分解除质押业务，具体情况如下： | 1、股东股份部分解除质押的基本情况 | | --- | | 股东名称 | 是否为控股 股东或第一 | 本次解除质 | 占其所持 | 占公司总 | 起始日 | 解除日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 大股东及其 | 押股份数量 | 股份比例 | 股本比例 | | | | | | 一致行动人 | | | | | | | | 普渡科技 | 是 | 15,865,000 | 30.61% | 3.54% | 2024/9/24 | 2025/9/26 | 云南国际信托 有限公司 | 证券代码：300203 证券简称：聚光科技 公告编号：2025-040 聚光科技（杭州）股份有限公司 关于控股股东办理部分解除质押业务的公告 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 ...

证券代码：300203 证券简称：聚光科技 公告编号：2025-041 聚光科技（杭州）股份有限公司 关于回购公司股份比例达到1%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。 聚光科技(杭州)股份有限公司(下称"公司")于2025年8月20日召开第五届 董事会第二次会议，审议通过了《关于回购公司股份方案的议案》。同意公司使 用自有资金和自筹资金，以集中竞价交易方式回购部分公司已在境内发行的人民 币普通股（A股）股票，并在未来适宜时机用于实施股权激励计划或员工持股计 划。本次回购资金总额不低于人民币10,000万元（含本数）且不超过人民币15,000 万元（含本数），回购价格不超过人民币29.50元/股（含），回购期限为自公司 董事会审议通过本次回购方案之日起12个月内。具体内容详见公司于2025年8月 20日、2025年8月27日分别在巨潮资讯网披露的《关于回购公司股份方案的公告》 （公告编号：2025-031）、《回购报告书》（公告编号：2025-037）。 公司已取得交通银行股份有限公司杭州浣纱支行出具的《交通银行股票回购 增持贷款承诺函》， ...