2025 年 11 月 23 日 中小盘研究团队 国七标准发布在即，关注尾气后处理系统投资机会 ——中小盘周报 | 周佳（分析师） | 张越（分析师） | 赵晨旭（联系人） | | --- | --- | --- | | zhoujia@kysec.cn | zhangyue1@kysec.cn | zhaochenxu@kysec.cn | | 证书编号：S0790523070004 | 证书编号：S0790524090003 | 证书编号：S0790124120019 | 本周专题：国七标准发布在即，关注尾气后处理系统投资机会 国七排放标准被称为"史上最严环保法规"。国七排放标准是继国六之后我国机 动车排放标准的进一步升级，旨在更严格地控制污染物和温室气体排放，推动汽 车产业向绿色、低碳方向转型，按照工作进展规划，2027 年可能发布国七标准， 2029 年正式实施。在最新标准进展中，轻型车变动较大，重型车标准变化相对 较少。国七中将插混汽车、增程式汽车的检测归入到混合动力汽车之中。沃尔沃、 戴姆勒等企业的实验室数据显示，满足国七标准的柴油发动机需要达成：氮氧化 物排放量＜30mg/km，较国六降低 60 ...

华安添瑞6个月混合A（009400）基金经理为周益鸣、陆奔。 截至发稿，周益鸣累计任职时间7年168天，现任基金资产总规模61.03亿元，任职期间最佳基金回报 46.03%， 任职期间最差基金回报-3.78%。 陆奔累计任职时间7年59天，现任基金资产总规模43.36亿元，任职期间最佳基金回报138.1%， 任职期 间最差基金回报3.83%。 11月20日，艾可蓝涨5.08%，截至发稿，报46.74元/股，成交9248.89万元，换手率3.57%，总市值37.39 亿元。 资料显示，安徽艾可蓝环保股份有限公司位于安徽省池州市高新区玉镜路12号，成立日期2009年1月21 日，上市日期2020年2月10日，公司主营业务涉及发动机尾气后处理产品及与大气环保相关产品的研 发、生产和销售。主营业务收入构成为：尾气净化产品93.01%，其他6.99%。 从基金十大重仓股角度 数据显示，华安基金旗下1只基金重仓艾可蓝。华安添瑞6个月混合A（009400）三季度持有股数5.3万 股，占基金净值比例为0.91%，位居第八大重仓股。根据测算，今日浮盈赚取约11.98万元。 华安添瑞6个月混合A（009400）成立日期2020年 ...

11月18日，艾可蓝涨5.02%，截至发稿，报48.50元/股，成交6258.97万元，换手率2.35%，总市值38.80 亿元。 资料显示，安徽艾可蓝环保股份有限公司位于安徽省池州市高新区玉镜路12号，成立日期2009年1月21 日，上市日期2020年2月10日，公司主营业务涉及发动机尾气后处理产品及与大气环保相关产品的研 发、生产和销售。主营业务收入构成为：尾气净化产品93.01%，其他6.99%。 从艾可蓝十大流通股东角度 数据显示，诺安基金旗下1只基金位居艾可蓝十大流通股东。诺安灵活配置混合（320006）三季度新进 十大流通股东，持有股数82.98万股，占流通股的比例为1.46%。根据测算，今日浮盈赚取约192.51万 元。 截至发稿，刘晓飞累计任职时间3年8天，现任基金资产总规模9.09亿元，任职期间最佳基金回报 33.47%， 任职期间最差基金回报25.42%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 诺安灵活配置混合（32000 ...

截至发稿，周益鸣累计任职时间7年165天，现任基金资产总规模61.03亿元，任职期间最佳基金回报 46.49%， 任职期间最差基金回报-3.78%。 数据显示，华安基金旗下1只基金重仓艾可蓝。华安添瑞6个月混合A（009400）三季度持有股数5.3万 股，占基金净值比例为0.91%，位居第八大重仓股。根据测算，今日浮盈赚取约12.14万元。 华安添瑞6个月混合A（009400）成立日期2020年6月22日，最新规模1.81亿。今年以来收益6.68%，同 类排名6541/8213；近一年收益6.24%，同类排名6495/8130；成立以来收益28.92%。 华安添瑞6个月混合A（009400）基金经理为周益鸣、陆奔。 11月17日，艾可蓝涨5.16%，截至发稿，报46.67元/股，成交8735.37万元，换手率3.36%，总市值37.34 亿元。 资料显示，安徽艾可蓝环保股份有限公司位于安徽省池州市高新区玉镜路12号，成立日期2009年1月21 日，上市日期2020年2月10日，公司主营业务涉及发动机尾气后处理产品及与大气环保相关产品的研 发、生产和销售。主营业务收入构成为：尾气净化产品93.01%，其他6.9 ...

一、本次股东会的召集程序 经核查，本次股东会由公司董事会召集。公司董事会分别于 2025 年 10 月 29 日《中国证券报》《上海证券报》《证券日报》和 公司指定的信息披露网站上刊登了《关于召开 2025 年第二次临时股 东会的通知》。 本所律师认为，公司本次股东会的召集程序符合法律、法规、 规范性文件和《公司章程》的规定。 二、本次股东会的召开程序 股东会法律意见书 北京天驰君泰（合肥）律师事务所 关于安徽艾可蓝环保股份有限公司 2025 年第二次临时股东会的法律意见书 致：安徽艾可蓝环保股份有限公司 依据《中华人民共和国证券法》《中华人民共和国公司法》 《上市公司股东会规则》和《安徽艾可蓝环保股份有限公司章程》 （以下简称"《公司章程》"）的有关规定，北京天驰君泰（合肥） 律师事务所接受安徽艾可蓝环保股份有限公司（以下简称"公司"） 的委托，指派本所张俊、汪泳艳律师就公司于 2025 年 11 月 13 日召 开的 2025 年第二次临时股东会（以下简称"本次股东会"）出具法 律意见书。 本所律师按照律师行业公认的业务标准、道德规范和勤勉尽责 精神，参与了本次股东会，并对公司提供的有关文件和事实进行了 ...

证券代码：300816 证券简称：艾可蓝 公告编号：2025-066 安徽艾可蓝环保股份有限公司 2025 年第二次临时股东会决议公告 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以往股东会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 1、会议召开时间 （1）现场会议时间：2025年11月13日（星期四）15:00 （2）网络投票时间：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11月13日9:15-9:25、9:30-11:30和13:00-15:00；通过深圳证券交易所 互联网投票系统投票的具体时间为：2025年11月13日9:15-15:00期间的任意时间。 2、现场会议地点：安徽省池州市高新区玉镜路12号公司第一会议室 3、会议召开方式：现场表决与网络投票相结合的方式 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： 4、会议召集人：公司董事会 5、会议主持人：董事长刘屹先生 6、本次会议符合国家有关法律、行政法规、部门规章、规范性文件和《公 司章程》的规定。 （二）会议出席情况 1、出席会议 ...

Group 1 - The core viewpoint of the news is that Aikelan's stock price increased by 5.11%, reaching 43.00 CNY per share, with a trading volume of 94.128 million CNY and a turnover rate of 3.93%, resulting in a total market capitalization of 3.44 billion CNY [1] - Aikelan Environmental Protection Co., Ltd. is located in Chizhou, Anhui Province, established on January 21, 2009, and listed on February 10, 2020. The company's main business involves the research, development, production, and sales of engine exhaust after-treatment products and air pollution control products [1] - The main revenue composition of Aikelan is 93.01% from exhaust purification products and 6.99% from other sources [1] Group 2 - Among Aikelan's top ten circulating shareholders, a fund under Nuoan Fund has entered the list, specifically Nuoan Flexible Allocation Mixed Fund (320006), which acquired 829,800 shares, accounting for 1.46% of circulating shares, with an estimated floating profit of approximately 1.7343 million CNY [2] - The Nuoan Flexible Allocation Mixed Fund (320006) was established on May 20, 2008, with a latest scale of 831 million CNY. It has achieved a return of 38.81% this year, ranking 1902 out of 8147 in its category, and a return of 24.99% over the past year, ranking 2570 out of 8056 [2] - The fund manager of Nuoan Flexible Allocation Mixed Fund is Liu Xiaofei, who has been in the position for 3 years and 2 days, managing a total fund size of 909 million CNY, with the best fund return during his tenure being 34.45% and the worst being 25.46% [2]

Core Viewpoint - Aikolan's stock price dropped by 5.02% to 41.62 CNY per share, with a trading volume of 127 million CNY and a turnover rate of 5.29%, resulting in a total market capitalization of 3.33 billion CNY [1] Company Overview - Anhui Aikolan Environmental Protection Co., Ltd. was established on January 21, 2009, and listed on February 10, 2020. The company specializes in the research, production, and sales of engine exhaust after-treatment products and air pollution control products. The main revenue composition is 93.01% from exhaust purification products and 6.99% from other sources [1] Shareholder Analysis - Western Lide Fund has a fund that entered Aikolan's top ten circulating shareholders, holding 600,000 shares, which is 1.06% of the circulating shares. The estimated floating loss today is approximately 1.32 million CNY. The fund, Western Lide New Trends Mixed A (673010), was established on August 18, 2011, with a latest scale of 837 million CNY and a year-to-date return of 42.79% [2] Fund Performance - Western Lide Xiangyun Mixed A (673081) holds 230,000 shares of Aikolan, accounting for 1.26% of the fund's net value, ranking as the tenth largest holding. The estimated floating loss today is about 506,000 CNY. This fund was established on December 5, 2016, with a latest scale of 278 million CNY and a year-to-date return of 22.04% [3]

Core Viewpoint - Aikelan, a leader in engine exhaust after-treatment, has shown competitive performance in the market with advanced R&D technology and production processes, despite facing challenges in revenue and profit rankings within the industry [1][2]. Group 1: Business Performance - In Q3 2025, Aikelan achieved revenue of 774 million yuan, ranking 36th among 55 companies in the industry, with the industry leader, Zhongding Co., achieving 14.555 billion yuan [2]. - The net profit for the same period was 88.19 million yuan, placing Aikelan 26th in the industry, while Zhongding Co. reported a net profit of 1.305 billion yuan [2]. Group 2: Financial Ratios - Aikelan's debt-to-asset ratio stood at 60.77% in Q3 2025, higher than the previous year's 55.46% and above the industry average of 40.56% [3]. - The gross profit margin was reported at 27.75%, an increase from 23.39% year-on-year, and also above the industry average of 21.56% [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 10.23% to 10,400, while the average number of circulating A-shares held per shareholder increased by 11.40% to 5,456.77 [5]. - Notable new shareholders include Nuoan Flexible Allocation Mixed Fund and Western Benefit New Trend Mixed A, while Huashang Credit Enhanced Bond A exited the top ten circulating shareholders [5]. Group 4: Strategic Developments - Huatai Securities highlighted Aikelan's active participation in the development of new generation catalysts and its leading technological reserves and product competitiveness in the National Seven emissions standards [6]. - The company is collaborating with major diesel engine manufacturers to introduce multiple new export models and is advancing projects in green energy and data processing [6].

Group 1 - The core viewpoint of the article highlights the financial performance of Anhui Aikelan Environmental Protection Co., Ltd. for the first three quarters of 2025, showing a revenue of 774 million yuan, a year-on-year increase of 8.21%, and a net profit attributable to shareholders of 74.08 million yuan, up 43.67% year-on-year [1] - In Q3 2025, the company achieved a revenue of 255 million yuan, representing a year-on-year growth of 15.51%, with a net profit attributable to shareholders of 29.82 million yuan, an increase of 88.57% year-on-year [1] - The company announced the nomination of Mr. Mao Ji as an independent director of the fourth board of directors, which is subject to approval at the upcoming shareholders' meeting on November 13 [1] Group 2 - Mr. Mao Ji, who graduated from Shanghai Jiao Tong University and has extensive experience in medical digitalization and health management, will also serve as the chairman of the nomination committee and a member of the strategy committee upon his election [1] - Aikelan established a subsidiary, Shanghai Yijian Cloud Computing Technology Co., Ltd., in 2024, marking its entry into the medical intelligence sector, aiming to provide comprehensive solutions for pharmaceutical institutions and health industry clients [2] - The appointment of Mr. Mao Ji as an independent director is seen as a significant step for the company to accelerate the implementation of its AI medical segment [2]