关于青岛惠城环保科技集团股份有限公司 申请向特定对象发行股票审核问询函回复 立信会计师事务所（特殊普通合伙） 关于青岛惠城环保科技集团股份有限公司 申请向特定对象发行股票审核问询函回复 信会师函字[2025]第 ZG222 号 关于青岛惠城环保科技集团股份有限公司 申请向特定对象发行股票审核问询函回复 立信会计师事务所（特殊普通合伙） 关于青岛惠城环保科技集团股份有限公司 申请向特定对象发行股票审核问询函回复 信会师函字[2025]第 ZG222 号 深圳证券交易所： 贵所《关于青岛惠城环保科技集团股份有限公司申请向特定对象发行股票的审核问 询函》（审核函〔2025〕020010 号）（以下简称"问询函"）已收悉。立信会计师事 务所（特殊普通合伙）（以下简称"申报会计师"、"会计师"）作为青岛惠城环保科 技集团股份有限公司（以下简称"惠城环保"、"公司"）的申报会计师，就问询函所 提问题逐条进行了认真分析及讨论，针对问询函中的问题进行核查，对问询函中所有提 到的问题逐项予以落实并进行了书面说明，现回复如下，请贵所予以审核。 第 1 页 2-1 关于青岛惠城环保科技集团股份有限公司 申请向特定对象发行股票审核问 ...

Core Viewpoint - Institutional research has focused on companies' fundamentals and future strategic planning, with a notable interest in sectors such as machinery, automotive, basic chemicals, and power equipment [1][2]. Group 1: Institutional Research Highlights - A total of 46 stocks have been researched by institutions, with Rongbai Technology receiving the most attention from 162 institutions, followed by Huicheng Environmental and Juliy Sockets with 78 and 58 institutions respectively [2]. - The researched stocks span 18 industry sectors, with the machinery sector leading with 8 stocks, followed by the automotive sector with 7 stocks, and both basic chemicals and power equipment with 6 stocks each [2]. - Institutions have focused on specific aspects during their research, such as the impact of external policy on Rongbai Technology's lithium battery materials, the commercialization progress of Huicheng Environmental's waste plastic project, and the financial health and deep-sea strategy of Juliy Sockets [2]. Group 2: Market Performance - As of October 13, three stocks have seen a cumulative increase of over 10% since the beginning of October, with Xuguang Electronics leading at 24.60%, followed by Xinguang Optoelectronics at 14.83%, and Sifangda at 12.94% [3]. - Other stocks with a cumulative increase of over 5% include Guangda Special Materials, Weili Transmission, Qide New Materials, Juliy Sockets, and ST Keli Da [3]. Group 3: Market Outlook - Short-term market fluctuations are expected, but the outlook for corporate profit improvement remains positive, supported by favorable policies [4]. - The domestic demand sector is anticipated to outperform in the short term, while long-term investment themes will focus on technological revolutions and manufacturing recovery [4]. - Investment strategies suggest increasing allocations to defensive sectors like public utilities and banks in the short term, while closely monitoring strategic advancements in frontier technology fields for mid-term opportunities [4][5].

每经AI快讯，10月14日，稀土永磁板块延续强势，银河磁体、中国稀土、新莱福盘中创新高，包钢股 份、中国铝业、中国瑞林、惠城环保跟涨。 （文章来源：每日经济新闻） ...

记者梳理发现，在调研上市公司时，机构普遍将关注点放在企业的基本面与未来战略布局上。例如，在 容百科技的调研中，机构重点关注外部政策环境对其锂电池正极材料业务的影响，以及新技术平台的产 业化推进情况；对于惠城环保，机构调研焦点则集中在20万吨废塑料资源化项目的商业化进展，以及公 司未来扩产计划和进度安排；在调研巨力索具时，机构主要围绕其财务状况的健康度，以及深海战略的 具体实施计划展开了深入交流。 Wind数据显示，截至10月13日中国证券报记者发稿时，10月以来机构总计调研46只个股，容百科技、 惠城环保、巨力索具等个股成为机构的"宠儿"，企业的基本面与未来战略规划成为机构调研的重点。从 行业分布看，机械设备、汽车、基础化工和电力设备等领域备受机构青睐。 多家券商表示，尽管市场短期震荡，但企业盈利改善预期与政策托底效应依然明确。短期来看，内需板 块有望阶段性占优，而科技革命与制造业复苏则构成中长期投资主线，投资者可兼顾短期防御与中长期 前沿产业布局。 逾40只个股获机构调研 在上述46只获机构调研的个股中，容百科技获162家机构调研，排名第一；其次是惠城环保，获78家机 构调研；巨力索具获58家机构调研，排名 ...

Group 1 - The core viewpoint of the articles highlights that institutional investors are focusing on companies with strong fundamentals and future strategic plans, particularly in sectors like machinery, automotive, basic chemicals, and power equipment [1][2] - A total of 46 stocks have been investigated by institutions, with Rongbai Technology receiving the most attention from 162 institutions, followed by Huicheng Environmental Protection and Julite Rigging [2] - The market performance of the surveyed stocks shows that three stocks have increased by over 10% since October, with Xuguang Electronics leading at a 24.60% increase [3] Group 2 - Short-term market trends indicate that the domestic demand sector is expected to outperform, while medium to long-term investment themes revolve around technological revolutions and manufacturing recovery [1][4] - Analysts suggest that despite market volatility, the outlook for corporate profit improvement remains clear, supported by positive policy signals [4][5] - Investment strategies recommend focusing on defensive sectors like public utilities and banks in the short term, while keeping an eye on frontier technology fields for medium-term opportunities [4][5]

Group 1 - A total of 46 stocks have been investigated by institutions in October, with Rongbai Technology, Huicheng Environmental Protection, and Julite Rigging being the most favored [1][2] - The sectors attracting institutional interest include machinery equipment, automotive, basic chemicals, and power equipment [1] - Institutions are focusing on companies' fundamentals and future strategic plans during their investigations [2] Group 2 - Among the investigated stocks, Rongbai Technology received attention from 162 institutions, followed by Huicheng Environmental Protection with 78, and Julite Rigging with 58 [1] - The market performance of the investigated stocks shows that three stocks have increased by over 10% since October, with Xuguang Electronics leading at a 24.60% increase [2] - Short-term market trends indicate that domestic demand sectors are expected to outperform, despite some market volatility [2][3] Group 3 - Mid-term market opportunities are expected to become more pronounced, with a focus on domestic policies and potential easing measures [3] - Investment strategies suggest increasing allocations to defensive sectors like public utilities and banks in the short term, while monitoring key technology sectors for mid-term opportunities [3] - The manufacturing sector and upstream resources are anticipated to be favorable assets in the mid-term due to recovery and accelerated investment [3]

惠城环保 20251012 摘要 机构 SDS 检测显示，汇成环保的重整油质量优于预期，芳烃含量提升至 84%-85%，与联合石化合作测试预计应用效果良好，加氢装置预计明 年 1 月投产解决氧含量问题。 汇成环保通过优化反应时间调整产品结构，以适应市场需求。目前芳烃 价格较高，加氢后溢价可达 3,000 元/吨，总价接近 10,000 元。主要客 户包括福建联合石化等，并与安姆科、欧莱雅等签订聚丙烯试用合同， 溢价 5,000 元。 汇成环保的重整油销售给联合石化后，仅用于化工品生产，避免消费税。 氧含量以丙酮为主，经脱戊烷塔处理后不影响产品质量，加氢后用于塑 料生产。绿色 PS 在欧美溢价约 10,000 元，汇成环保将在加氢完成后定 价。 汇成环保 20 万吨项目在无溢价情况下利润为 2-3 亿元，加上溢价可达 6-7 亿元。今年四季度目标利润为 1 亿元，同时进行生产实验，为下一 套 300 万吨装置制定流程。 Q&A 汇成环保在今年 7 月 11 日复产以来，项目运行情况如何？产品质量和销售情 况怎样？ 20 万吨废塑料项目于 7 月 11 日成功投产后，经过一段时间的停工检修和调整， 目前运行良好。 ...

证券之星消息，10月13日环境治理板块较上一交易日上涨1.2%，惠城环保领涨。当日上证指数报收于 3889.5，下跌0.19%。深证成指报收于13231.47，下跌0.93%。环境治理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) | | | --- | --- | --- | --- | --- | --- | --- | | 300779 | 惠城环保 | 170.88 | 20.00% | 14.36万 | | 23.78亿 | | 688480 | 賽恩斯 | 57.05 | 19.85% | 5.92万 | | 3.20亿 | | 688679 | 通源环境 | 22.12 | 11.16% | 6.91万 | | 1.46亿 | | 603903 | 中持股份 | 13.32 | 9.99% | 14.63万 | | 1.92亿 | | 920263 | 中航泰达 | 15.80 | 7.12% | 7.59万 | | 1.17亿 | | 300388 | 节能国祯 | 10.44 | 6.64% | 27.01万 | | 2.70亿 | | ...

中信建投证券指出，中国稀土战略地位进一步得以强化，预计海外备库动作加强，稀土价格有望进一步 上涨；长周期看，中国对稀土开采-冶炼分离-磁材制造-磁材回收全产业链的技术、设备、软辅材料管 控，无疑将增加海外稀土自主可控产业链建成的难度，时间周期也将延长，长期强化中国稀土的壁垒优 势，利好稀土价格中枢上移。 （文章来源：21世纪经济报道） 10月13日，A股市场全天震荡回升，三大指数低开高走，科创50指数低开近3%，午后翻红大涨逾1%。 板块上，稀土永磁板块今日逆市大涨，银河磁体、惠城环保、新莱福斩获20CM涨停，广晟有色、中国 稀土、北方稀土、有研新材等多股涨停，金力永磁、中科磁业等多股涨幅超10%。 消息面上，10月9日，商务部联合海关总署等部门发布多项公告，对稀土相关物项、技术、设备及原辅 料实施出口管制，管制范围从境内扩展至境外，新增稀土二次资源回收利用相关技术及生产线装配、调 试、维护等技术的出口管制，基本覆盖稀土全产业链，并首次涉及半导体及人工智能领域。 ...

Core Points - The Shanghai Composite Index fell by 0.19% on October 13, with six industries rising, led by non-ferrous metals and environmental protection, which increased by 3.35% and 1.65% respectively [1] - The steel industry saw the largest net inflow of funds, amounting to 1.49% increase and a net inflow of 1.35 billion yuan, followed by the non-ferrous metals industry with a net inflow of 1.09 billion yuan [1] - A total of 22 industries experienced net outflows, with the power equipment industry leading with a net outflow of 7.198 billion yuan, followed closely by the electronics industry with a net outflow of 7.140 billion yuan [1] Environmental Protection Industry - The environmental protection industry rose by 1.65% with a net inflow of 312 million yuan, comprising 133 stocks, of which 62 rose and 68 fell [2] - The top three stocks with the highest net inflow in the environmental protection sector were Huahong Technology with 251 million yuan, Huicheng Environmental Protection with 111 million yuan, and Zhejiang Fu Holding with 97.41 million yuan [2] - The stocks with the largest net outflows included Fuzhijie Environmental Protection with a net outflow of 52.28 million yuan, Shanghai Washba with 37.40 million yuan, and Donghu Gaoxin with 36.42 million yuan [4]