证券代码：300631 证券简称：久吾高科 公告编号：2025-055 江苏久吾高科技股份有限公司 关于中标项目签订合同的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 江苏久吾高科技股份有限公司（以下简称"公司"）于 2025 年 8 月 25 日披 露了《关于收到中标通知书的公告》（公告编号：2025-048），公司收到了"国 投新疆锂业有限公司罗布泊盐湖老卤提锂综合利用扩能改造工程-膜处理系统采 购"项目《中标通知书》。近日，公司与国投新疆锂业有限公司就上述项目签署 了《国投新疆锂业有限公司罗布泊盐湖老卤提锂综合利用扩能改造工程-膜处理 系统采购合同》（以下简称"合同"），现将合同有关情况公告如下： 一、合同对方的主要情况 公司名称：国投新疆锂业有限公司 统一社会信用代码：916328003108303840 法定代表人：魏磊 注册资本：10,000 万元 注册地址：新疆巴音郭楞蒙古自治州若羌县团结路 470 号若羌县农村信用合 作联社大楼 313 室 卖方：江苏久吾高科技股份有限公司 经营范围：一般项目：基础化学原料制造（不含危险化学品等许可 ...

Company Overview - Jiangsu Jiuwu Hi-Tech Co., Ltd. is located in Nanjing, Jiangsu Province, established on December 22, 1997, and listed on March 23, 2017 [2] - The company specializes in membrane separation technology, focusing on ceramic membranes and providing integrated solutions for process separation and specialty water treatment [2] - Revenue composition includes 65.68% from materials and accessories, 32.89% from integrated membrane technology solutions and equipment, and 1.43% from other sources [2] Financial Performance - For the first half of 2025, Jiuwu Hi-Tech achieved revenue of 270 million yuan, representing a year-on-year growth of 34.42% [2] - The net profit attributable to the parent company was 38.69 million yuan, showing a significant year-on-year increase of 226.53% [2] - Cumulative cash dividends since the A-share listing amount to 149 million yuan, with 53.6 million yuan distributed over the past three years [3] Stock Performance - As of September 19, Jiuwu Hi-Tech's stock price decreased by 2.02%, trading at 33.51 yuan per share, with a total market capitalization of 4.19 billion yuan [1] - Year-to-date, the stock price has increased by 60.18%, but it has seen a decline of 9.14% over the last five trading days and 4.18% over the last 20 days [1] - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent net purchase on July 18 amounting to 34.84 million yuan [1]

Group 1 - The core business of the company involves the research and application of membrane separation technology, primarily focusing on ceramic membranes, and providing integrated solutions for process separation and special water treatment [2] - The company's revenue composition includes 65.68% from materials and accessories, 32.89% from integrated membrane technology solutions and equipment, and 1.43% from other sources [2] - As of June 30, the number of shareholders increased by 27.68% to 20,100, while the average circulating shares per person decreased by 21.14% to 5,989 shares [2] Group 2 - For the first half of 2025, the company achieved a revenue of 270 million yuan, representing a year-on-year growth of 34.42%, and a net profit attributable to the parent company of 38.69 million yuan, which is a significant increase of 226.53% [2] - The company has a cumulative cash distribution of 149 million yuan since its A-share listing, with 53.60 million yuan distributed in the last three years [3] Group 3 - The stock price of the company has increased by 70.17% year-to-date, with a recent trading price of 35.60 yuan per share and a market capitalization of 4.45 billion yuan [1] - The company has appeared on the trading leaderboard three times this year, with the most recent net purchase on July 18 amounting to 34.84 million yuan [1]

Core Viewpoint - The establishment of the "Quality Station" in Pukou District, Nanjing, has significantly improved the quality infrastructure services for enterprises, facilitating a one-stop service model that enhances quality management and operational efficiency [1][4]. Group 1: Quality Station Services - The "Quality Station" has served a total of 3,636 enterprises, addressing 2,705 various issues across different industries [1]. - The platform offers five core services: measurement, standards, certification, inspection and testing, and quality management, along with five extended services including intellectual property, brand cultivation, special equipment, education and training, and commercial secret protection [1]. Group 2: Case Study - Nanjing Baishi Electronics Technology Co., Ltd. - Nanjing Baishi, a third-generation semiconductor manufacturer, has seen a growing demand for its epitaxial wafer services in the high-power charging market for electric vehicles [3]. - An expert team conducted a preliminary analysis of the company's products, revealing that while the yield rate for mass production exceeded customer standards, there was room for improvement in a specific batch under trial production [3][4]. - Following expert guidance, the company formed a quality improvement team that identified a recurring issue in 90% of defective products during trial production, leading to targeted solutions that improved the yield rate by 11.6% and reduced quality cost loss by 3.95% [4]. Group 3: Impact on Other Enterprises - Jiangsu Jiuwu High-Tech Co., Ltd. implemented an excellent performance management model with the help of the "Quality Station," resulting in a revenue of 270 million yuan in the first half of 2025, a year-on-year increase of 34.42%, and a net profit of 38.69 million yuan, up 226.53% [5]. - The "Quality Station" has enhanced quality awareness, improved quality systems, and increased the availability of quality talent among enterprises [8]. - The platform has successfully guided multiple companies, including Jiuwu High-Tech and Nanjing Laoshanyao Co., Ltd., in achieving quality credit ratings, fostering a collaborative environment for high-quality development [8].

Group 1 - The environmental equipment sector increased by 0.58% on September 15, with Longjing Environmental leading the gains [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] - Longjing Environmental's stock price rose by 7.39% to 14.10, with a trading volume of 506,900 shares and a transaction value of 709 million yuan [1] Group 2 - The environmental equipment sector experienced a net outflow of 113 million yuan from institutional investors, while retail investors saw a net inflow of 64.21 million yuan [2] - The top gainers in the environmental equipment sector included Longjing Environmental and Juguang Technology, with respective increases of 7.39% and 2.64% [1][2] - The overall trading activity in the sector showed mixed results, with some stocks like Hengying Environmental and Qinda Huibao experiencing declines of 2.76% and 2.21% respectively [2] Group 3 - The net inflow from retail investors in Juguang Technology was 2.6 million yuan, while institutional investors had a net outflow of 25.96 million yuan [3] - The data indicates that while some stocks attracted retail interest, others faced significant selling pressure from institutional investors [3] - The overall sentiment in the environmental equipment sector appears cautious, with varying performances among individual stocks [3]

Market Overview - On September 12, the environmental equipment sector declined by 0.62%, with Qingda Environmental leading the drop [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] Stock Performance - Notable gainers in the environmental equipment sector included Jiuwu Gaoke, which rose by 2.78% to a closing price of 36.58, and Huahong Technology, which increased by 0.93% to 15.21 [1] - Qingda Environmental saw a significant decline of 2.96%, closing at 29.18, while Hengyan Environmental fell by 2.88% to 25.64 [2] Trading Volume and Capital Flow - The environmental equipment sector experienced a net inflow of 13.36 million yuan from institutional investors, while retail investors saw a net outflow of 95.04 million yuan [2] - Jiuwu Gaoke had the highest net inflow from institutional investors at 49.84 million yuan, while retail investors had a net outflow of 71.24 million yuan [3] Individual Stock Analysis - Jiuwu Gaoke's trading volume was 130,700 hands with a transaction value of 471 million yuan [1] - Huahong Technology had a trading volume of 222,500 hands and a transaction value of 336 million yuan [1] - Qingda Environmental's trading volume was 13,300 hands with a transaction value of 39.42 million yuan [2]

Group 1 - The core business of the company involves the research and application of membrane separation technology, primarily focusing on ceramic membranes, and providing integrated solutions for process separation and special water treatment [2] - The revenue composition of the company includes 65.68% from materials and accessories, 32.89% from integrated membrane technology solutions and equipment, and 1.43% from other sources [2] - As of June 30, the company had 20,100 shareholders, an increase of 27.68% from the previous period, with an average of 5,989 circulating shares per shareholder, a decrease of 21.14% [2] Group 2 - For the first half of 2025, the company achieved operating revenue of 270 million yuan, a year-on-year increase of 34.42%, and a net profit attributable to shareholders of 38.69 million yuan, a year-on-year increase of 226.53% [2] - The company has distributed a total of 149 million yuan in dividends since its A-share listing, with cumulative distributions of 53.60 million yuan over the past three years [3] - The company's stock price has increased by 73.71% year-to-date, with a 12.33% increase over the last five trading days and a 62.45% increase over the last 60 days [1]

Market Overview - On September 10, the environmental equipment sector rose by 0.27% compared to the previous trading day, with *ST Qingyan leading the gains [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Stock Performance - The following stocks in the environmental equipment sector showed significant gains: - *ST Qingyan: Closed at 17.26, up 7.67% with a trading volume of 32,600 lots and a turnover of 54.99 million yuan [1] - Meiyu Technology: Closed at 52.92, up 6.05% with a trading volume of 38,200 lots [1] - Farsen: Closed at 4.33, up 5.87% with a trading volume of 396,600 lots [1] - Jiuwu High-Tech: Closed at 35.88, up 4.79% with a trading volume of 232,200 lots [1] Fund Flow Analysis - The environmental equipment sector experienced a net inflow of 72.01 million yuan from institutional investors, while retail investors saw a net outflow of 29.59 million yuan [2][3] - Notable fund flows include: - Jiuwu High-Tech: Net inflow of 88.22 million yuan from institutional investors, with a net outflow of 53.70 million yuan from retail investors [3] - Meiyu Technology: Net inflow of 15.77 million yuan from institutional investors, with a net outflow of 1.38 million yuan from retail investors [3] - *ST Qingyan: Net inflow of 6.39 million yuan from institutional investors, with a net outflow of 6.84 million yuan from retail investors [3]

Market Performance - The environmental equipment sector rose by 1.96% on September 5, with Meiyetech leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Stock Highlights - Meiyetech (688376) closed at 49.71, with an increase of 8.54% and a trading volume of 32,900 shares, amounting to a turnover of 159 million yuan [1] - Other notable performers included *ST Qingyan (301288) with a 6.31% increase, closing at 15.00, and Jiuyin Gaoke (300631) with a 5.48% increase, closing at 32.35 [1] Capital Flow Analysis - The environmental equipment sector experienced a net outflow of 4.1548 million yuan from institutional investors, while retail investors saw a net inflow of 34.547 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2][3] Individual Stock Capital Flow - Jiuyin Gaoke (300631) had a net outflow of 15.9037 million yuan from institutional investors, while it attracted 1.0967 million yuan from retail investors [3] - Yingfeng Environment (000967) saw a net inflow of 7.9636 million yuan from institutional investors, despite a net outflow from retail investors [3]

Core Viewpoint - Jiuwu Gaoke (300631) announced the election of Cheng Heng as the employee representative director of the company's ninth board of directors during the employee representative meeting held on September 2, 2025 [1] Company Summary - The employee representative meeting was held on September 2, 2025, where the representatives approved the election of Cheng Heng [1]