Core Viewpoint - The report highlights the successful completion of China's first ship-based green methanol refueling operation at Ningbo Zhoushan Port, marking a significant milestone in the development of green fuel capabilities in the region [3]. Market Review - In September, the CSI 300 Index rose by 3.20%, while the public utility index increased by 0.41% and the environmental index by 0.77%. The relative monthly returns for these indices were -2.80% and -2.43% respectively [2]. - Among the 31 primary industry sectors, public utilities and environmental sectors ranked 13th and 11th in terms of growth. The environmental sector saw a 0.77% increase, while the electricity sector's thermal power rose by 2.34%, and hydropower fell by 3.08% [2]. Important Events - The successful refueling of the "COSCO Shipping Libra" with 230 tons of green methanol at Ningbo Zhoushan Port signifies the port's capability to handle LNG, biofuels, and methanol, enhancing its status as an international hub [3]. - This operation involved collaboration between China Ship Fuel, Zhejiang Port Group, and Ningbo Zhoushan Port Group, utilizing seven specialized methanol transport tankers and explosion-proof refueling equipment [3]. Investment Strategy - Public Utilities: Recommendations include Huadian International for thermal power, Longyuan Power and Three Gorges Energy for renewable energy, and China Nuclear Power for stable nuclear power operations [4][5]. - Environmental Sector: Focus on companies like China Everbright Environment and Zhongshan Public Utilities, as well as opportunities in the domestic waste oil recycling industry due to upcoming EU SAF policies [5].

Core Insights - On September 30, 2023, 聚光科技 experienced a decline of 1.64% in stock price with a trading volume of 181 million yuan [1] - The company reported a financing buy-in of 20.36 million yuan and a financing repayment of 28.49 million yuan, resulting in a net financing outflow of 8.13 million yuan [1] - As of September 30, 2023, the total margin balance for 聚光科技 was 483 million yuan, with a financing balance of 482 million yuan, accounting for 6.16% of the circulating market value [1] Financing and Margin Data - On the same day, 聚光科技 had a financing buy-in of 20.36 million yuan, with a current financing balance of 482 million yuan, which is above the 60th percentile level over the past year [1] - The company repaid 3,700 shares in margin trading with no shares sold, resulting in a margin balance of 662,700 yuan, which is below the 50th percentile level over the past year [1] Company Overview - 聚光科技, established on January 4, 2002, and listed on April 15, 2011, is located in Hangzhou, Zhejiang Province [1] - The company's main business involves the research, production, and sales of instruments and equipment used in environmental monitoring, industrial process analysis, and laboratory instruments [1] - The revenue composition includes 69.24% from instruments, software, and consumables; 16.42% from operational, testing, and consulting services; 10.46% from environmental equipment and engineering; and 3.87% from other sources [1] Shareholder and Financial Performance - As of June 30, 2023, 聚光科技 had 20,300 shareholders, an increase of 10.45%, with an average of 22,074 circulating shares per shareholder, a decrease of 9.46% [2] - For the first half of 2023, the company reported a revenue of 1.295 billion yuan, a year-on-year decrease of 8.23%, and a net profit attributable to shareholders of -50.51 million yuan, a year-on-year decrease of 210.86% [2] Dividend and Institutional Holdings - Since its A-share listing, 聚光科技 has distributed a total of 630 million yuan in dividends, with 112 million yuan distributed in the last three years [3] - As of June 30, 2023, the top ten circulating shareholders included Hong Kong Central Clearing Limited as the third-largest shareholder with 19.0045 million shares, an increase of 12.853 million shares [3] - Notable changes in institutional holdings include an increase in shares held by 诺安先锋混合A and a decrease in shares held by 睿远成长价值混合A and 汇添富医药保健混合 [3]

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]

登录新浪财经APP 搜索【信披】查看更多考评等级 聚光科技（杭州）股份有限公司于2025年8月20日召开第五届董事会第二次会议，审议通过回购公司股 份方案，拟使用自有资金和自筹资金，以集中竞价交易方式回购部分境内发行的人民币普通股（A股） 股票，用于实施股权激励计划或员工持股计划。 回购资金总额不低于10,000万元（含本数）且不超过15,000万元（含本数），回购价格不超过29.50元/ 股（含），回购期限为自董事会审议通过方案之日起12个月内。公司还取得交通银行杭州浣纱支行出具 的不超过13,500万元贷款专项用于回购股票的承诺函。 根据相关规定，公司需在回购股份占总股本比例每增加1%的事实发生之日起三个交易日内披露。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股份475万股，占公司总股本的 1.06%，最高成交价为20.82元/股。 公司回购股份的时间、数量及委托时段均符合相关规定，后续将根据市场情况在回购期限内继续实施回 购计划，并及时履行信息披露义务。投资者需注意投资风险。 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息 ...

格隆汇9月30日丨聚光科技(300203.SZ)公布，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4,750,000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89,399,016.00元（不含交易费用）。 ...

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。 ...