证券之星消息，8月12日环保设备板块较上一交易日下跌0.34%，久吾高科领跌。当日上证指数报收于 3665.92，上涨0.5%。深证成指报收于11351.63，上涨0.53%。环保设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688376 | 美埃科技 | 50.70 | 10.34% | 4.33万 | 2.14亿 | | 301288 | *ST清研 | 14.64 | 3.39% | 2.05万 | 2961.05万 | | 832145 | 恒合股份 | 21.15 | 1.68% | ● 1.32万 | 2783.31万 | | 600388 | 龙净环保 | 12.23 | 0.99% | 11.44万 | 1.40亿 | | 300786 | 国林科技 | 16.16 | 0.87% | 13.92万 | 2.24亿 | | 603324 | 盛剑科技 | 27.77 | 0.65% | 3.76万 | 1.04亿 | | 001336 | 楚环科技 | ...

Group 1 - The US and China have agreed to suspend the implementation of a 24% tariff for 90 days [1] - A-shares opened slightly higher with the Shanghai Composite Index up 0.01%, Shenzhen Component Index up 0.01%, and ChiNext Index up 0.06% [1] - Real estate stocks remained active, with Shahe Shares and Wantong Development hitting the daily limit [1] Group 2 - The aquaculture sector saw an initial surge, with Xiaoming Shares and Minhe Shares rising over 6% [1] - Lithium mining stocks experienced a pullback, with Yongshan Lithium Industry down over 5% and Ganfeng Lithium down over 2% [1] - The rare earth permanent magnet concept opened lower, with Zhongmin Resources down over 5% and Jiuwu High-Tech down over 3% [1]

金融界消息 截至2025年8月8日收盘，久吾高科（300631）报收于32.5元，下跌0.55%，换手率14.98%， 成交量18.07万手，成交金额5.92亿元。 资金流向方面，今日主力资金净流出1265.25万元，占比成交额2.14%。其中，超大单净流出487.52万 元、占成交额0.82%，大单净流出777.73万元、占成交额1.31%，中单净流出流入2092.08万元、占成交 额3.54%，小单净流出826.84万元、占成交额1.4%。 天眼查商业履历信息显示，江苏久吾高科技股份有限公司，成立于1997年，位于南京市，是一家以从事 软件和信息技术服务业为主的企业。企业注册资本12504.3424万人民币，实缴资本3150万人民币。公司 法定代表人为党建兵。 通过天眼查大数据分析，江苏久吾高科技股份有限公司共对外投资了17家企业，参与招投标项目332 次，知识产权方面有商标信息15条，专利信息323条，此外企业还拥有行政许可32个。 来源：金融界 久吾高科最新一期业绩显示，截至2025一季报，公司营业总收入8643.40万元、同比增长6.53%，归属净 利润1766.45万元，同比增长25.94%，扣非 ...

Group 1 - Ningbo Yunsheng reached the daily limit increase, indicating strong market interest and potential bullish sentiment [1] - San Chuan Wisdom saw an increase of over 10%, reflecting positive investor response [1] - Other companies such as Shenghe Resources, Benlang New Materials, Jiuwu High-Tech, Huahong Technology, and Northern Rare Earth also experienced upward movement in their stock prices [1]

Industry Overview - The rare earth sector has seen a significant increase, with companies like Zhenghai Magnetic Materials and Aishichuang hitting the daily limit up, indicating strong market performance [1] - Rare earth elements are classified into light and heavy rare earths, with China being the sole source of heavy rare earth separation globally [1] - The rare earth industry is entering a traditional consumption peak season in August, leading to increased demand and procurement [1] Supply and Demand Dynamics - The demand for rare earth materials is expected to rise due to increased orders from major manufacturers, with some orders scheduled until mid-September [1] - The import volume of domestic rare earth products has significantly decreased due to factors like US-China tariff conflicts and political issues in Myanmar [1] - Recent price increases in rare earth materials are a key catalyst for the sector's heightened interest, with expectations of continued upward price momentum driven by strong demand [1][2] Applications of Rare Earth Materials - Rare earth permanent materials are crucial in the electric vehicle sector, with approximately 2 kilograms of rare earth used per vehicle [2] - The consumer electronics sector also shows stable growth in demand for high-performance permanent materials, used in devices like smartphones and computers [2] - Emerging industries, such as humanoid robotics, are projected to create substantial demand for rare earth materials, with estimates suggesting a potential market of $800 billion [2] Key Companies in the Rare Earth Sector - Northern Rare Earth: One of the largest suppliers of light rare earth products globally, with a target utilization rate of 90% for praseodymium and neodymium by 2025 [3] - Zhongke Magnetic Materials: A significant domestic producer of permanent magnetic materials, focusing on sintered neodymium-iron-boron and ferrite magnets [3] - China Rare Earth: The only listed platform for China Minmetals, specializing in ion-type rare earth separation and processing [3] - Galaxy Magnet: Engaged in the development and production of bonded neodymium-iron-boron magnets and samarium-cobalt magnets [3] - Inlohua: Produces neodymium-iron-boron permanent materials and serves major clients like Apple and Samsung [3] - Baotou Steel: Supplies rare earth concentrates and is known for its rich mineral resources [3] - Guangxi Rare Earth: A key player in the Guangdong rare earth industry, holding significant mining rights [4] - Xiamen Tungsten: Involved in rare earth permanent magnets with an annual production capacity of 4,000 tons [4]

证券之星消息，8月7日环保设备板块较上一交易日下跌0.1%，*ST节能领跌。当日上证指数报收于 3639.67，上涨0.16%。深证成指报收于11157.94，下跌0.18%。环保设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300631 | 久吾高科 | 32.68 | 7.85% | 24.30万 | 7.78亿 | | 300786 | 国林科技 | 16.78 | 3.84% | 23.23万 | 3.81亿 | | 002645 | 华宏科技 | 13.67 | 2.24% | 68.65万 | 9.33亿 | | 301030 | 仕浄科技 | 19.00 | 2.04% | 9.28万 | 1.74亿 | | 300137 | ST先河 | 6.86 | 1.78% | 18.27万 | 1.25亿 | | 688501 | 青达环保 | 29.15 | 1.25% | 2.92万 | 8514.08万 | | 002658 | 雪迪龙 | 8.02 | ...

通过天眼查大数据分析，江苏久吾高科技股份有限公司共对外投资了16家企业，参与招投标项目331 次，知识产权方面有商标信息15条，专利信息323条，此外企业还拥有行政许可32个。 来源：金融界 久吾高科最新一期业绩显示，截至2025一季报，公司营业总收入8643.40万元、同比增长6.53%，归属净 利润1766.45万元，同比增长25.94%，扣非净利润1237.03万元，同比增长0.06%，流动比率2.116、速动 比率1.692、资产负债率35.10%。 天眼查商业履历信息显示，江苏久吾高科技股份有限公司，成立于1997年，位于南京市，是一家以从事 软件和信息技术服务业为主的企业。企业注册资本12504.3424万人民币，实缴资本3150万人民币。公司 法定代表人为党建兵。 金融界消息 截至2025年8月7日收盘，久吾高科（300631）报收于32.68元，上涨7.85%，换手率 20.15%，成交量24.30万手，成交金额7.78亿元。 资金流向方面，今日主力资金净流入3838.60万元，占比成交额4.93%。其中，超大单净流入501.43万 元、占成交额0.64%，大单净流入3337.16万元、占成交 ...

Core Insights - The Jiangsu Provincial Department of Industry and Information Technology has announced the list of proposed recognized technological products for 2025, with Jiuwu High-Tech's titanium gypsum resource utilization technology equipment being successfully included, marking authoritative recognition of its industrial waste acid resource utilization technology [1] - Jiuwu High-Tech's technology is based on the "source governance" concept, employing a coupled innovative process of "membrane integration + neutralization crystallization + low-temperature slow roasting," creating a complete solution for "metal recovery - source carbon reduction - high-value utilization of titanium gypsum" [1] - The equipment transforms titanium gypsum from a difficult-to-handle solid waste into high-quality gypsum products, achieving the goals of harmlessness, reduction, and resource utilization, with overall performance reaching international advanced levels and being a domestic first [1] Industry Applications - The equipment can be widely applied in industries such as titanium white chemical, steel, and metallurgy, with the high-quality gypsum products produced having broad application prospects in construction materials, ceramic molds, and precision casting [1] - The core processes of "membrane integration technology + neutralization crystallization technology + low-temperature slow roasting technology" have been granted national invention patents [1] - The research and development team has improved the overall titanium recovery rate by approximately 0.5% and the recovery rate of ferrous sulfate heptahydrate by about 1.5%, while reducing the dosage of neutralizing agents for black mud, effectively addressing the acidic wastewater from the titanium white industry [2] - The company is actively expanding its presence in regions concentrated with titanium white industries, focusing on industrial promotion in over 10 sulfuric acid titanium white enterprises in cities like Deyang, Jinan, and Suzhou, with a capacity to reduce 4.6 million tons of titanium gypsum annually [2]

天眼查商业履历信息显示，江苏久吾高科技股份有限公司，成立于1997年，位于南京市，是一家以从事 软件和信息技术服务业为主的企业。企业注册资本12504.3424万人民币，实缴资本3150万人民币。公司 法定代表人为党建兵。 通过天眼查大数据分析，江苏久吾高科技股份有限公司共对外投资了16家企业，参与招投标项目329 次，知识产权方面有商标信息15条，专利信息323条，此外企业还拥有行政许可32个。 来源：金融界 金融界消息 截至2025年8月1日收盘，久吾高科（300631）报收于30.98元，上涨1.08%，换手率 10.15%，成交量12.24万手，成交金额3.83亿元。 资金流向方面，今日主力资金净流入4727.97万元，占比成交额12.35%。其中，超大单净流入285.25万 元、占成交额0.75%，大单净流入4442.72万元、占成交额11.6%，中单净流出流入635.84万元、占成交 额1.66%，小单净流出5363.81万元、占成交额14.01%。 久吾高科最新一期业绩显示，截至2025一季报，公司营业总收入8643.40万元、同比增长6.53%，归属净 利润1766.45万元，同比增长25.9 ...

截至2025年7月30日15时29分，久吾高科股价报31.26元，较前一交易日下跌0.48元，跌幅1.51%。当日 开盘价为32.30元，最高触及32.50元，最低下探至30.70元，振幅达5.67%。全天成交量为118113手，成 交金额3.69亿元。 7月30日早盘9点41分，久吾高科曾出现快速反弹，五分钟内涨幅超过2%，当时股价报31.55元，成交额 达9598.59万元。当日主力资金净流出2242.38万元，占流通市值比例为0.59%。 风险提示：股市有风险，投资需谨慎。 久吾高科主营业务为环保行业，公司位于江苏地区，属于创业板综合板块。企业具有专精特新企业资 质，业务涉及稀土永磁等领域。公司当前总市值39.09亿元，流通市值37.70亿元。 ...