| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2026-02-04 | 300210 | 森远股份 | 9.50 | 30.00 | 285.00 | 方正证券股份有限 | 中信证券股份有限 | | | | | | | | 公司鞍山湖南街证 | 公司杭州教工路证 | | | | | | | | 券营业部 | 券营业部 | 2月4日，森远股份大宗交易成交30万股，成交额285万元，占当日总成交额的3.31%，成交价9.5元，较市场收盘价9.62元折 价1.25%。 ...

证券日报网讯2月2日，森远股份（300210）在互动平台回答投资者提问时表示，公司除雪设备目前以国 内市场为主；公司与关联方签订了算力集群集成建设合同。 ...

证券日报网讯2月2日，森远股份（300210）在互动平台回答投资者提问时表示，公司一直在探索新兴领 域的业务机会，目前开展的相关算力服务业务于公司而言是机遇与挑战并存，公司如有重大事项，将及 时予以披露。 ...

Key Insights on Infrastructure Investment Opportunities - A seasonal infrastructure construction boom occurs from the end of the Spring Festival to the conclusion of the National People's Congress, lasting approximately 1-1.5 months, presenting significant investment opportunities[2] - The report identifies 10 strong sub-sectors with high odds and win rates, including engineering consulting services, environmental equipment, environmental governance, general equipment, specialized engineering, non-metallic materials, new metallic materials, specialized equipment, decoration, and plastics, with average returns of 12-15% and excess returns of 4-8% over the past decade[2][10] Selected Stocks from Strong Sub-sectors - The report highlights a portfolio of 18 stocks selected from the 10 strong sub-sectors based on a scoring model, which includes: - Engineering consulting: Qidi Design (average excess return 22.7%, win rate 100%) and Jian Ke Yuan (average excess return 16.4%, win rate 100%)[3][19] - Environmental equipment: Xianhe Environmental (average excess return 11.7%, win rate 90%) and Senyuan Co. (average excess return 12.2%, win rate 80%)[3][20] - Environmental governance: Shanghai Washba (average excess return 36.0%, win rate 100%) and Dechuang Environmental (average excess return 19.1%, win rate 89%)[3][23] - General equipment: Jialitu (average excess return 35.3%, win rate 100%) and Jinyang Sun (average excess return 28.8%, win rate 100%)[3][26] Performance and Risk Considerations - The selected 10 strong sub-sectors have consistently shown high absolute and excess return probabilities, with a stable performance track record over the past decade[10][13] - Risks include limitations of comparative studies, market learning effects leading to volatility, unexpected market downturns, and individual stock risks impacting the overall portfolio[4]

Market Overview - On January 30, the environmental equipment sector rose by 0.09% compared to the previous trading day, with Hengyu Environmental leading the gains [1] - The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1] Stock Performance - Hengying Environmental (688309) closed at 31.60, up 12.06% with a trading volume of 58,100 shares and a transaction value of 175 million yuan [1] - Other notable performers included Meiyu Technology (688376) with a closing price of 69.02, up 2.77%, and Lihua Technology (300800) at 12.69, up 2.59% [1] - The table of stock performance shows various companies in the environmental equipment sector with their respective closing prices, percentage changes, trading volumes, and transaction values [1] Capital Flow - The environmental equipment sector experienced a net outflow of 124 million yuan from institutional investors, while retail investors saw a net inflow of 151 million yuan [2] - The capital flow table indicates the net inflow and outflow for various stocks within the sector, highlighting the dynamics between institutional and retail investors [2][3] Individual Stock Analysis - Yinfeng Environment (000967) had a net inflow of 28.08 million yuan from institutional investors, while Hengying Environmental (688309) saw a net inflow of 18.60 million yuan [3] - Conversely, Huahong Technology (002645) faced a significant decline of 10.00%, with a trading volume of 323,900 shares and a transaction value of 507 million yuan [2][3]

报告期内，公司净利润亏损的主要原因为：信用减值及资产减值计提增加：公司因销售规模的增长，导 致应收账款同规模增加，按照《企业会计准则第8号—资产减值》的规定，本年度计提坏账准备水平较 上年有所增长，本年度计提坏账准备金额约为1,300万元至1,600万元；公司在本年年底按照《企业会计 准则第8号—资产减值》的规定，对存货、固定资产、长期股权投资、在建工程进行减值测试，本年度 计提资产减值金额约为200万元至500万元。 格隆汇1月29日丨森远股份(300210.SZ)公布，预计2025年归属于上市公司股东的净利润-2,500万元 ～-1,750万元，上年同期-4,987.83万元；扣除非经常性损益后的净利润-3,100万元～-2,200万元。 ...

证券日报网讯 1月29日，森远股份发布公告称，公司预计2025年度归属于上市公司股东的净利润为-2， 500万元至-1，750万元，上年同期为-4，987.83万元。 （文章来源：证券日报） ...

证券代码：300210 证券简称：森远股份 公告编号：2026-002 鞍山森远路桥股份有限公司 2025 年度业绩预告 1、本年度公司销售规模较上期大幅增加；因地方财政支付能力提升及固定资产更新政 策性推动，本年度销售产品规模大幅增长，同时，销售结构中高附加值的产品销售比例提 升，导致销售毛利较上期有所提升。 2、报告期内，公司净利润亏损的主要原因为：信用减值及资产减值计提增加：公司因 销售规模的增长，导致应收账款同规模增加，按照《企业会计准则第 8 号—资产减值》的 规定，本年度计提坏账准备水平较上年有所增长，本年度计提坏账准备金额约为 1,300 万 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。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为负值 （1）以区间数进行业绩预告的 单位：万元 | 项 目 | 本报告期 | | 上年同期 | | --- | --- | --- | --- | | 归属于上市公司股东的净利润 | -2,500 ～ | -1,750 | ...

证券日报网讯1月23日，森远股份（300210）在互动平台回答投资者提问时表示，公司子公司参股公司 股东廖宗湖先生没有在公司任职。 ...

Group 1 - The core point of the article is the inquiry from an investor regarding the background of 廖宗湖, a major shareholder of Beijing Zhongke Nengsuan Technology Development Co., Ltd., which is a subsidiary of Senyuan Co., Ltd. [1] - Senyuan Co., Ltd. clarified that 廖宗湖 does not hold any position within the company [1]