Core Viewpoint - The straw industry in China is deeply integrated with agriculture, energy, chemicals, and building materials, forming various industrial chains that enhance rural employment and farmers' income while creating indirect economic value through the substitution of petrochemical and wood resources [2][10]. Market Policy - The Chinese government has implemented a series of policies to promote comprehensive utilization of straw, including subsidies, market construction, and incentive measures, providing a favorable policy environment for the development of the straw recycling and processing industry [2][10][12]. - Key policies include the "Air Quality Continuous Improvement Action Plan," which emphasizes the comprehensive utilization of straw and the prohibition of burning, aiming to stabilize the comprehensive utilization rate of straw above 86% [12][10]. Utilization Volume and Rate - The comprehensive utilization of straw in China is projected to increase from 555 million tons in 2024 to 647 million tons, with feed usage accounting for approximately 18.4%, raw material and substrate fields about 1.8%, edible fungus substrate around 2.3%, and fuel fields about 8.2% [2][10]. - The comprehensive utilization rate of straw is expected to rise from 77.7% in 2024 to 88.3%, with the market size growing from 147.63 billion yuan to 205.10 billion yuan [2][10]. Industry Chain - The straw industry chain in China consists of three levels: upstream resource supply and equipment manufacturing, midstream processing and technology conversion, and downstream diversified applications, moving towards scale, high value, and intelligence [13][14]. - The upstream includes straw resource sources, collection, storage, and machinery, while the midstream focuses on processing and technology conversion, leading to applications in agriculture, energy, building materials, and environmental protection [13][14]. Related Companies - Listed companies involved in the straw industry include Sierte (002538), Yili Group (600887), Huarui Agriculture (833462.NQ), Xuerong Biological (300511), Shouxiangu (603896), Disen Co. (300335), Changqing Group (002616), Sun Paper (002078), and Shengquan Group (605589) [2].

资料显示，广州迪森热能技术股份有限公司位于广东省广州市经济技术开发区东区沧联二路5号，成立 日期1996年7月16日，上市日期2012年7月10日，公司主营业务涉及利用生物质燃料等新型清洁能源,为 客户提供热能服务。主营业务收入构成为：清洁能源投资及运营-B端运营45.15%，智能舒适家居制造 及服务-C端产品与服务36.47%，清洁能源应用装备-B端装备15.05%，其他3.32%。 12月19日，迪森股份盘中上涨2.12%，截至13:18，报5.77元/股，成交2944.25万元，换手率1.34%，总市 值27.52亿元。 资金流向方面，主力资金净流入60.38万元，大单买入383.40万元，占比13.02%，卖出323.02万元，占比 10.97%。 迪森股份今年以来股价涨22.25%，近5个交易日涨1.76%，近20日跌0.35%，近60日跌4.63%。 今年以来迪森股份已经1次登上龙虎榜，最近一次登上龙虎榜为7月7日，当日龙虎榜净买入-1161.19万 元；买入总计9088.72万元 ，占总成交额比8.05%；卖出总计1.02亿元 ，占总成交额比9.08%。 责任编辑：小浪快报 迪森股份所属申万行业 ...

证券日报网讯12月15日晚间，迪森股份（300335）发布公告称，近日，公司已完成上述事项的工商变更 登记(备案)手续，并取得了广州市市场监督管理局换发的《营业执照》。 ...

关于完成工商变更登记的公告 证券代码：300335 证券简称：迪森股份 公告编号：2025-047 广州迪森热能技术股份有限公司 关于完成工商变更登记并换发营业执照的公告 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、误导性陈述或重大遗漏。 广州迪森热能技术股份有限公司（以下简称"公司"）于 2025 年 10 月 29 日召开第九届董事会第三次会议及第九届监事会第三次会议、2025 年 11 月 14 日召开 2025 年第一次临时股东会，审议通过了《关于修订<公司章程>的议案》， 具体内容详见公司 2025 年 10 月 30 日刊登在巨潮资讯网（www.cninfo.com.cn） 的《公司章程》（2025 年 10 月）、《公司章程》修订对照表（2025 年 10 月）。 公司于 2025 年 11 月 14 日召开第九届董事会第四次会议、2025 年 12 月 1 日召开 2025 年第二次临时股东会，审议通过了《关于补选公司第九届董事会非 独立董事的议案》，具体内容详见公司 2025 年 11 月 15 日刊登在巨潮资讯网 （www.cninfo.com.cn）的《关于 ...

关于公司及子公司 2025 年度担保额度预计的进展公告 证券代码：300335 证券简称：迪森股份 公告编号：2025-046 广州迪森热能技术股份有限公司 关于公司及子公司 2025 年度担保额度预计的进展公告 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。 一、担保情况概述 广州迪森热能技术股份有限公司（以下简称"公司"）分别于 2025 年 4 月 8 日和 2025 年 4 月 30 日，召开第八届董事会第二十一次会议、第八届监事会第 十七次会议和 2024 年年度股东会，审议通过了《关于公司及子公司 2025 年度担 保额度预计的议案》，同意公司及子公司为 2025 年度预计申请的融资业务提供 担保，担保对象均为资产负债率小于 70%的公司，任一时点的担保额度不超过 81,000 万元，其中，公司为全资子公司广州迪森家居环境技术有限公司（以下简 称"迪森家居"）提供担保的总额度不超过 30,000 万元，期限自 2024 年年度股 东会审议通过之日起至 2025 年年度股东会召开之日止。具体内容详见 2025 年 4 月 10 日于巨潮资讯网（www ...

北京 西安 深圳 海口 上海 广州 杭州 沈阳 南京 天津 菏泽 成都 苏州 呼和浩特 香港 武汉 郑州 长沙 厦门 重庆 合肥 宁波 济南 昆明 南昌 北京市康达律师事务所 关于广州迪森热能技术股份有限公司 2025年第二次临时股东会的法律意见书 北京市朝阳区建外大街丁 12 号英皇集团中心 8、9、11 层 8/9/11/F, Emperor Group Centre, No.12D, Jianwai Avenue, Chaoyang District, Beijing, 100022, P.R.China 电话/Tel.: 010-50867666 传真/Fax: 010-56916450 网址/Website: www.kangdalawyers.com 本所律师同意将本法律意见书作为公司本次会议的必备文件公告，并依法对 本所出具的法律意见承担责任。 一、本次会议的召集、召开程序 康达股会字【2025】第 0495 号 致：广州迪森热能技术股份有限公司 北京市康达律师事务所（以下简称"本所"）接受广州迪森热能技术股份有 限公司（以下简称"公司"、"迪森股份"）的委托，指派律师参加公司 2025 年第二 ...

2025 年第二次临时股东会决议公告 证券代码：300335 证券简称：迪森股份 公告编号：2025-045 广州迪森热能技术股份有限公司 2025 年第二次临时股东会决议公告 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。 特别提示： 1、本次股东会未出现否决议案的情形。 2、本次股东会不涉及变更前次股东会决议。 3、本次股东会采用现场表决与网络投票相结合的方式召开。 一、会议召开和出席情况 通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年 12 月 1 日上午 9:15-9:25，9:30-11:30，下午 13:00-15:00； 通过互联网投票系统投票的具体时间为：2025 年 12 月 1 日 9:15-15:00。 3、现场会议召开地点：广州市经济技术开发区东区沧联二路 5 号迪森股份 一楼会议室。 4、会议召集人：公司董事会。 1、现场会议召开时间：2025 年 12 月 1 日（星期一）下午 15:00。 2、网络投票时间： 5、会议主持人：董事长常远征先生。 6、出席本次会议的股东或股东代理人共 151 名，代表 154 名股 ...

Core Viewpoint - Disen Co., Ltd. has shown a mixed performance in stock price and financial metrics, with a notable increase in stock price year-to-date but recent declines in the short term [1][2]. Financial Performance - For the period from January to September 2025, Disen Co., Ltd. achieved a revenue of 788 million yuan, representing a year-on-year growth of 1.27%. The net profit attributable to shareholders was 66.66 million yuan, reflecting a growth of 3.05% year-on-year [2]. - The company has distributed a total of 502 million yuan in dividends since its A-share listing, with 162 million yuan distributed over the past three years [3]. Stock Market Activity - As of November 24, the stock price of Disen Co., Ltd. was 5.91 yuan per share, with a market capitalization of 2.819 billion yuan. The stock has increased by 25.21% year-to-date but has seen a decline of 7.94% over the last five trading days [1]. - The company has experienced a net inflow of main funds amounting to 2.48 million yuan, with significant buying and selling activity noted [1]. Shareholder Information - As of September 30, 2025, the number of shareholders for Disen Co., Ltd. was 26,500, an increase of 21.48% from the previous period. The average number of circulating shares per shareholder decreased by 17.68% to 14,490 shares [2]. - Notably, the top ten circulating shareholders include a new entrant, the Noan Multi-Strategy Mixed A fund, holding 2.73 million shares [3]. Business Overview - Disen Co., Ltd. is primarily engaged in providing thermal energy services using biomass fuel and other new clean energy sources. The revenue composition includes 45.15% from clean energy investment and operation, 36.47% from smart home manufacturing and services, 15.05% from clean energy application equipment, and 3.32% from other sources [1].

Core Viewpoint - The stock of Disen Co., Ltd. has experienced fluctuations, with a year-to-date increase of 30.30% but a recent decline of 2.54% over the last five trading days [1] Company Overview - Disen Co., Ltd. is located in Guangzhou, Guangdong Province, and was established on July 16, 1996, with its listing date on July 10, 2012 [2] - The company specializes in providing thermal energy services using biomass fuel and other new clean energy sources [2] - The revenue composition includes: 45.15% from clean energy investment and operation (B-end), 36.47% from smart comfort home manufacturing and services (C-end), 15.05% from clean energy application equipment (B-end), and 3.32% from other sources [2] - The company belongs to the public utility sector, specifically in electricity and thermal services, and is associated with concepts such as low price, natural gas, micro-cap stocks, biomass energy, and clean energy [2] Financial Performance - As of September 30, 2025, Disen Co., Ltd. reported a revenue of 788 million yuan, reflecting a year-on-year growth of 1.27%, and a net profit attributable to shareholders of 66.66 million yuan, up by 3.05% year-on-year [2] - The company has distributed a total of 502 million yuan in dividends since its A-share listing, with 162 million yuan distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 21.48% to 26,500, with an average of 14,490 circulating shares per person, a decrease of 17.68% [2] - Notably, the top ten circulating shareholders include a new entrant, the Noan Multi-Strategy Mixed A fund, holding 2.73 million shares [3]

Core Viewpoint - The company announced the nomination of Mr. Zhang Zhijie as a candidate for the non-independent director of the ninth board of directors [1] Company Summary - The board of directors of Disen Co., Ltd. (stock code: 300335) has proposed the nomination of Mr. Zhang Zhijie for the position of non-independent director [1]