截至5月28日收盘，医疗废物处理概念上涨2.66%，位居概念板块涨幅第1，板块内，28股上涨，博世 科、玉禾田等20%涨停，启迪环境、侨银股份等涨停，万邦达、中广核技、机科股份等涨幅居前，分别 上涨7.30%、7.08%、5.86%。跌幅居前的有*ST辉丰、国林科技、启迪设计等，分别下跌2.48%、 2.24%、1.55%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 医疗废物处理 | 2.66 | 环氧丙烷 | -1.90 | | 可燃冰 | 2.50 | 转基因 | -1.75 | | 乳业 | 2.02 | 兵装重组概念 | -1.73 | | 可控核聚变 | 1.88 | 光刻胶 | -1.60 | | 毛发医疗 | 1.41 | 大豆 | -1.56 | | 垃圾分类 | 1.39 | 成飞概念 | -1.55 | | 啤酒概念 | 1.14 | 氟化工概念 | -1.52 | | 海工装备 | 1.12 | CRO概念 | -1.50 | | 页岩气 | 0.98 | 细胞免疫治疗 | -1. ...

Market Overview - The three major stock indices experienced fluctuations, with the Shanghai Composite Index slightly up by 0.07% to 3342.93 points, while the Shenzhen Component Index fell by 0.04% to 10025.31 points, and the ChiNext Index rose by 0.02% to 1992.13 points. The total trading volume in the Shanghai and Shenzhen markets reached 667.9 billion yuan [1]. Industry Highlights Unmanned Driving Concept - The unmanned logistics vehicle and sanitation vehicle concepts saw strong performance, with stocks like Yuhua Tian rising over 19% and hitting the daily limit. Other notable performers included Bosch Technology and Yunnei Power, both achieving significant gains [3][4]. - The market for unmanned logistics vehicles is projected to grow rapidly, with an estimated 2.85 million commercial vehicles potentially being replaced. The market size could exceed 100 billion yuan if the penetration rate of unmanned vehicles in last-mile delivery reaches over 17% [5]. New Consumption Trend - The "new consumption" sector remains robust, with stocks like Kuaijishan hitting the daily limit and achieving a cumulative increase of approximately 75% over the past eight trading days [7][9]. - Other companies in the new consumption space, such as Huanlejia and Junyao Health, also saw significant stock price increases, with Huanlejia hitting a 20% limit up [10]. Nuclear Power Sector - The nuclear power sector experienced renewed interest, with stocks like Tianli Composite and Jiusheng Electric seeing gains of over 18% and 13%, respectively. Several companies, including Rongfa Nuclear Power, achieved consecutive daily limits [12][13]. - The demand for natural uranium is expected to rise due to the expansion of nuclear energy in the U.S. and the promotion of Small Modular Reactors (SMRs). This could lead to a tightening supply-demand balance, driving up uranium prices in the long term [14].

Group 1: Market Performance - The environmental protection sector has shown localized strength, with several stocks hitting the daily limit up, including Jinjing Environment, Qiaoyin Co., and Boschke [1][2] - Notable stock performances include Qiaoyin Co. at 13.45 with a +9.98% increase, and Yuhua Tian at 21.31 with a +14.57% increase [2] Group 2: Industry Trends - The application of autonomous driving technology in sanitation services is rapidly advancing, driven by rising labor costs and recruitment challenges due to an aging population [3][4] - The integration of AI in waste incineration systems is being highlighted, with the first AI+ waste incineration power generation system launched in China [3] - The collaboration between waste incineration power generation and data centers is becoming a key solution for green transformation in eastern regions, achieving over 70% green electricity supply [5] Group 3: Future Projections - By 2024, the projected sales of new energy sanitation equipment in 19 first-tier and new first-tier cities is expected to reach 5,599 units, with a penetration rate of 24.4% [4] - The direct supply of electricity from waste incineration projects significantly reduces energy loss compared to conventional power grids, enhancing energy efficiency and cost control [5]

Core Viewpoint - The concept of unmanned logistics and sanitation vehicles is experiencing a resurgence, leading to significant stock price increases for several companies in this sector [1] Group 1: Market Activity - The unmanned logistics vehicle concept has been active, driving a surge in the unmanned sanitation vehicle sector [1] - Companies such as Yunnei Power, Tongda Electric, Jintui Environment, Fulongma, and Debon Logistics have reached their daily price limit [1] - Other companies like Dadi Electric, Yuhua Tian, Kejie Intelligent, and Tongxingbao have seen stock price increases of over 10% [1] Group 2: Financing and Growth - Several autonomous driving companies focused on logistics have completed financing this year, indicating strong investor interest [1] - Baixiniu received a joint investment of 200 million yuan from SF Express, planning to deploy 2,000 unmanned vehicles across 50 cities [1] - Jiusi Intelligent has raised over 430 million USD, with plans to deliver more than 3,000 vehicles next year [1]

Group 1: Banking and Financial Services - Multiple bank wealth management subsidiaries are applying for membership in the China Insurance Asset Management Association, with plans for all to join, potentially leading to a name change for the association to encompass the entire banking insurance asset management industry [1] - City commercial banks are gradually lowering deposit rates to align with national banks, reducing their competitive advantage in attracting savings [1] - Industrial and Commercial Bank of China has adjusted its deposit rates for various terms, now aligning with several joint-stock banks [1] Group 2: Automotive Industry - A price war in the Chinese automotive market, initiated by companies like BYD and Geely, is putting significant pressure on suppliers, with profit margins dropping to around 10% and extended payment terms of up to 120 days [2] - Industry experts warn that this price war could lead to supplier losses and potential safety issues in automotive quality [2] Group 3: Technology and Semiconductor - BOE Technology Group has commenced full-scale production of its 6th generation new semiconductor display device production line in Beijing, representing a significant advancement in China's high-end display sector with a total investment of 29 billion yuan and a designed monthly capacity of 50,000 pieces [1] Group 4: Corporate Financial Performance - Xiaomi Group reported a net profit of 10.676 billion yuan for Q1 2025, a year-on-year increase of 64.5%, with total revenue reaching 111.293 billion yuan, up 47.4% [2] - Zhihu reported a net loss of 10.1 million yuan for Q1 2025, a significant reduction of 93.9% compared to the previous year, with total revenue of 730 million yuan [3] Group 5: Legal and Regulatory Issues - Shaanxi Construction Group is involved in 76 litigation and arbitration cases, with a total amount in dispute of 3.02 billion yuan, affecting the company's current and future profits [3] - Sunac Real Estate Group has been executed for a total of 2.52 billion yuan across multiple cases, with over 416 billion yuan in total execution information [5] Group 6: Corporate Governance - Xu Ruizhe has been appointed as the new chairman of LQ Group, taking over from his father, who significantly expanded the company's operations across various sectors [5] Group 7: Market Activity - The Shanghai Composite Index experienced a slight decline of 0.18% amid a trading volume of 998.9 billion yuan, with mixed performance across sectors [10]

Core Viewpoint - The company has announced its profit distribution plan for the fiscal year 2024, which includes a cash dividend of 3.75 RMB per 10 shares, totaling 149,472,000 RMB to be distributed to shareholders [1][2]. Summary by Sections Shareholder Meeting and Profit Distribution Plan - The company held its annual shareholder meeting on May 19, 2025, where the profit distribution proposal was approved [1]. - The distribution plan is based on a total share capital of 398,592,000 shares, with a cash dividend of 3.75 RMB per 10 shares, amounting to a total cash dividend of 149,472,000 RMB (tax included) [1]. Dividend Distribution Details - The cash dividend will be distributed without issuing new shares or increasing capital from reserves [1]. - For shareholders holding shares through the Hong Kong market, the cash dividend will be 3.375 RMB per 10 shares due to tax considerations [1]. - Different tax rates apply for various categories of shareholders, with specific provisions for individual and institutional investors [1][2]. Key Dates - The record date for the dividend distribution is set for June 5, 2025, and the ex-dividend date is June 6, 2025 [2]. Distribution Method - Cash dividends will be directly credited to the shareholders' accounts through their securities companies or other custodians [2]. Consultation Information - The company has provided contact details for inquiries regarding the dividend distribution process [2].

Group 1 - Guangdian Electric's wholly-owned subsidiary plans to sell 5.91% stake in Shanghai Winshun Electric Technology Co., Ltd. to Yapp Automotive Parts Co., Ltd. for 62.63 million yuan, aiming to optimize asset structure [1] - Anhui Natural Gas received approval for the registration of 500 million yuan short-term financing bonds and 600 million yuan medium-term notes, valid for two years [1] - Kirin Security received government subsidies totaling 6.48 million yuan, which are related to revenue [2] Group 2 - Junshi Biosciences received approval for two new indications for its self-developed drug, Oncorhynchus monoclonal antibody injection, targeting adult patients with heterozygous familial hypercholesterolemia and non-familial hypercholesterolemia [3] - China Resources Double Crane's subsidiary passed GMP compliance inspection for small and large volume injection production lines [4] - Nanjing Public Utilities' board approved the absorption and merger of its wholly-owned subsidiary, Nanjing Jinguang Industry Co., Ltd. [7] Group 3 - Boya Bio received drug registration certificate for human immunoglobulin (pH4) in the Dominican Republic, valid until August 12, 2029 [8] - Jizhi Co. announced that its controlling shareholder and actual controller committed not to reduce their shareholdings until December 31, 2025 [9] - Yuhua Tian won a bid for the integrated urban management project in Lanzhou City, with a total service subsidy of 353 million yuan [10] Group 4 - Anke Rui obtained five invention patent certificates related to various energy management and control technologies [11] - Kebo Da's wholly-owned subsidiary plans to acquire 100% of Czech IMI Company for approximately 9.43 million euros to enhance global production layout [13] - Yantian Port announced a cash dividend of 1.30 yuan per 10 shares, totaling 676 million yuan [14] Group 5 - Huawang Technology plans to distribute a cash dividend of 0.45 yuan per share and a capital reserve increase of 0.20 shares per share [15] - Kabe Yi established a wholly-owned subsidiary in Japan to enhance its business layout [16] - Dongcheng Pharmaceutical's subsidiary received approval for the marketing of sodium fluoride injection, a PET radiopharmaceutical [18] Group 6 - Huaxin New Materials' subsidiary received two utility model patent certificates for innovative devices [19] - Lingang Steel's new 2290 cubic meter blast furnace has been successfully put into operation [21] - Xinlitai received drug registration certificate for Sacubitril/Valsartan tablets, the first of its kind in China [23] Group 7 - Aike Co.'s subsidiary received project designation notices from multiple clients for electric drive platform components [25] - Tonghe Pharmaceutical received drug registration certificate for Apixaban in South Korea [26] - Junting Hotel signed a cooperation agreement with Choice Hotels for exclusive brand usage in mainland China [28] Group 8 - Guangdong Hongtu plans to establish a wholly-owned subsidiary in Zhengzhou to enhance market layout [30] - Yuheng Pharmaceutical signed a joint promotion agreement for Pemafibrate tablets with Xinghe Pharmaceutical [31] - Chongqing Steel terminated the absorption and merger of its wholly-owned subsidiary, citing strategic advantages of independent operation [33] Group 9 - Jihong Co. announced the listing of its H-shares on the Hong Kong Stock Exchange [34] - Deshi Co. announced plans for shareholders to reduce their holdings by up to 0.3% [36] - Xinhai Medical's subsidiary received medical device registration for a dialysis fluid filter [42]

证券代码：300815 证券简称：玉禾田 公告编号：2025-041 玉禾田环境发展集团股份有限公司 2024 年年度权益分派实施公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 一、股东大会审议通过权益分派方案情况 玉禾田环境发展集团股份有限公司（以下简称"公司"）于 2025 年 5 月 19 日召开 2024 年年度股东大会审议通过了《关于公司 2024 年度利润分配预案的议 案》，分配方案为：以公司总股本 398,592,000 股为基数，向全体股东每 10 股 派发现金红利 3.75 元（含税），合计派发现金股利人民币 149,472,000.00 (含 税)，不送红股，不以公积金转增股本。本次利润分配方案实施时，若公司董事 会、股东大会审议通过利润分配方案后到方案实施前公司的股本发生变动的，则 以实施方案时股权登记日的总股本为基数，公司将按照"现金分红总额固定不变" 的原则对分配比例进行调整。详情参见公司分别于 2025 年 4 月 28 日、2025 年 5 月 19 日披露于巨潮资讯网上的《公司关于 2024 年度利润分配预案的公告》 （公 ...

玉禾田（300815）公告，全资子公司智慧城市收到兰州市城关区城市管理一体化项目的中标通知书。年 作业服务补贴总额为3.53亿元，存量经营权转让价为3898.59万元，服务年限为15年，包含1年建设期和 15年运营期。项目范围为兰州市城关区建成区。 ...

证券代码：300815 证券简称：玉禾田 公告编号：2025-040 玉禾田环境发展集团股份有限公司 关于中标兰州市城关区城市管理一体化项目的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 近日，玉禾田环境发展集团股份有限公司（以下简称"公司"）全资子公司 深圳玉禾田智慧城市运营集团有限公司（以下简称"智慧城市"）收到兰州市城 关区城市管理一体化项目的《中标通知书》，现将具体情况公告如下： 一、中标情况 （一）项目名称：兰州市城关区城市管理一体化项目。 （二）招标人：兰州市城关区市容环境卫生工作中心。 （三）中标人：深圳玉禾田智慧城市运营集团有限公司。 （四）招标代理单位：甘肃润森项目管理咨询有限公司。 （五）行业监管部门：兰州市城关区人民政府。 （六）年作业服务补贴总额（人民币）：叁亿伍仟贰佰玖拾捌万柒仟伍佰 伍拾伍元肆角壹分（35298.755541万元/年）。 （七）存量经营权转让价（人民币）：叁仟捌佰玖拾捌万伍仟玖佰元整 （3898.59万元）。 （八）服务年限：15年，包含同步进行的建设期1年，运营期15年。 （九）项目范围与内容：项目作业范围 ...