Core Viewpoint - Deepwater Haina's stock price increased by 2.95% on August 15, closing at 20.27 yuan, reflecting positive market sentiment and potential growth in the environmental sector [1] Company Summary - Deepwater Haina focuses on the environmental industry, specifically in wastewater treatment and industrial wastewater management, with operations primarily in Guangdong and involvement in PPP (Public-Private Partnership) projects [1] - The company experienced a trading volume of 316,869 hands and a transaction value of 637 million yuan on August 15 [1] Industry Summary - Recent national policies promoting high-quality development of the marine economy emphasize innovation and industrial upgrades, encouraging state-owned enterprises and private capital to engage in marine resource development, which could positively impact companies in the marine economy sector [1] - The net outflow of main funds from Deepwater Haina on August 15 was 35.10 million yuan, accounting for 1.14% of its circulating market value, with a cumulative net outflow of 71.84 million yuan over the past five trading days, representing 2.33% of its circulating market value [1]

Core Viewpoint - The article highlights the significant push for the development of the marine economy in China, with government policies aimed at enhancing financial support and promoting new industries within this sector [1][2][6]. Group 1: Government Initiatives - The government plans to advance the construction of national marine economy development demonstration zones and formulate supportive policies for marine strong provinces [1][2]. - Financial support for marine economic development will be strengthened, with updates to investment guidance for marine industries [2][8]. - The implementation of policies for large-scale utilization of marine energy and the development of seawater desalination and marine pharmaceuticals is underway [2][6]. Group 2: Market Reactions - Following the announcement of these initiatives, marine economy concept stocks surged, with Lituo Technology experiencing a rise of over 29% [3][6]. - The marine economy has surpassed 10 trillion yuan, indicating a growing interest and potential in this sector [1][7]. Group 3: Regional Development Plans - Various regions have introduced marine economic development plans, including Shandong, Liaoning, and Hainan, focusing on modern marine industry systems [5][8]. - The emphasis on regional collaboration in marine economic development is highlighted, with plans for high-quality marine economic development demonstration zones [8]. Group 4: Industry Growth Projections - The national marine production value is projected to reach 10,543.8 billion yuan in 2024, with a year-on-year growth of 5.9% [7]. - The marine industries, particularly shipbuilding and marine power, are expected to grow at rates exceeding 14% due to the energy transition and improved shipping market conditions [7].

证券日报网讯 深水海纳（300961）8月8日在互动平台回答投资者提问时表示，公司有专业数字化软件 团队，正在进行水处理相关工艺人工智能控制系统模型的技术探索和应用的开发、测试及验证工作，逐 步解决水处理工艺数字建模诸多参数及控制量间算法，并在公司自有的自来水厂和工业污水厂进行应 用。公司目前正积极推动相关领域研究，以Hy-smart智慧水务运营管理平台为数字应用依托，持续进行 研究和应用创新，逐步将前述水处理人工智能工艺算法应用于其它水厂全面实现运行生产的精细化管理 和智慧化管理，同时对数字平台进行不断优化。 ...

Summary of Key Points Core Viewpoint - The announcement details the reduction of shareholding by major shareholders, specifically Li Qin and her concerted action partner Tibet Dayu Investment Co., Ltd., which has resulted in a decrease in their combined shareholding from 9.94% to 8.82% [1]. Shareholding Changes - Li Qin reduced her shareholding by 1,121,200 shares, representing a decrease of 0.63% [1]. - Tibet Dayu Investment Co., Ltd. reduced its shareholding by 871,720 shares, representing a decrease of 0.49% [1]. - The total reduction in shareholding amounts to 1,992,920 shares, which is 1.12% of the company's total share capital [1]. Compliance and Disclosure - The shareholding reduction was conducted in accordance with previously disclosed plans and commitments, ensuring compliance with relevant regulations [3][4]. - The company has confirmed that the information provided is true, accurate, and complete, with no false records or misleading statements [1].

证券代码：300961 证券简称：深水海纳 公告编号：2025-037 深水海纳水务集团股份有限公司 权益变动过程 2025 年 1 月 14 日-2025 年 8 月 1 日期间，李琴女士及其 一致行动人西藏大禹通过集中竞价和大宗交易方式减持 公司股份共 1,992,920 股(占公司总股本的 1.12%)，持股 比例由 9.94%减少至 8.82%，本次减持持股变动跨越触及 占公司总股本 1%的整数倍。 股票简称 深水海纳 股票代码 300961 变动类型 （可多选） 增加□减少 一致行动人 有 无□ 是否为第一大股东或实际控制人 是□ 否 2.本次权益变动情况 股东名称 股份种类 减持股数（股） 减持比例（%） 李琴 A 股 1,121,200 0.63 西藏大禹 A 股 871,720 0.49 合 计 1,992,920 1.12 本次权益变动方式（可多选） 通过证券交易所的集中交易 协议转让 通过证券交易所的大宗交易 间接方式转让 国有股行政划转或变更 执行法院裁定 取得上市公司发行的新股 继承 赠与 表决权让渡 其他 （请注明） 本次增持股份的资金来源（可多选） 自有资金 银行贷款 其他金融机构 ...

Core Insights - The report highlights the significant role of CFOs in listed companies, with the total salary scale for CFOs in A-share companies reaching 4.27 billion yuan in 2024, averaging 814,800 yuan per year [1] - In the environmental industry, the average CFO salary is reported at 8.77 million yuan, with a notable distribution where 45% of CFOs earn between 300,000 to 650,000 yuan [1][10] - Deepwater Haina's CFO has the highest salary in the industry at 2.44 million yuan, despite concerns regarding the company's financial quality [3][4] Salary Distribution - The salary distribution in the environmental sector shows that 45% of CFOs earn between 300,000 to 650,000 yuan, while only 12% earn over 1 million yuan [1][10] - Companies like Jinyuan and Zhejiang Fu Holdings have CFOs with salaries exceeding 1 million yuan, but both have faced regulatory penalties due to financial quality issues [5][6] Regulatory Issues - Deepwater Haina has been flagged for several violations, including inadequate bad debt provisions and inaccurate revenue cost accounting, which do not comply with accounting standards [4] - Zhejiang Fu Holdings received a warning for failing to disclose related party transactions accurately, leading to regulatory scrutiny [6] - Jinyuan Holdings is under investigation for non-operating fund occupation, which constituted 8.36% of its audited net assets, highlighting serious compliance failures [7][9] Age and Education Distribution - In the environmental sector, 48% of CFOs are aged between 40 to 49 years, while 34% are between 50 to 59 years [10] - The educational background of CFOs shows that 59% hold a bachelor's degree, and 30% have a master's degree, with some CFOs having only an associate degree [12][14]

Group 1: CFO Compensation Overview - The total compensation for CFOs in A-share listed companies reached 4.27 billion yuan in 2024, with an average annual salary of 814,800 yuan [1] - In the environmental industry, the average CFO salary is 8.77 million yuan, while the average salary for secretaries in the commercial retail sector is 580,000 yuan, which is below the overall A-share average [1] - In the environmental sector, 45% of CFOs earn between 300,000 to 650,000 yuan, while only 12% earn over 1 million yuan, indicating that high salaries are relatively rare [1] Group 2: Notable CFO Salaries - Deepwater Haina's CFO has the highest salary in the industry at 2.44 million yuan, despite concerns regarding the company's financial quality [3] - Other companies like Green Power and Longjing Environmental have CFOs earning 1.55 million yuan, while Weiming Environmental's CFO earns 1.38 million yuan [5] Group 3: Financial Quality Issues - Deepwater Haina has been flagged for several financial irregularities, including inadequate bad debt provisions and inaccurate revenue and cost accounting, violating multiple accounting standards [4] - Zhejiang Fuhua Holdings received a warning for failing to disclose related party transactions in a timely manner, which led to regulatory scrutiny [6] - Jinyuan Holdings faced penalties for not disclosing non-operating fund occupation, which amounted to 406.6 million yuan, representing 8.36% of its net assets at the end of 2022 [7][9] Group 4: CFO Demographics - In the environmental industry, 48% of CFOs are aged between 40 to 49 years, and 34% are between 50 to 59 years [10] - The majority of CFOs in the environmental sector hold bachelor's and master's degrees, accounting for 59% and 30% respectively [12] - Notably, 13 companies have CFOs with only an associate degree, indicating a diversity in educational backgrounds [14]

Group 1 - The marine economy concept has gained momentum, with significant stock price increases for companies such as Qianeng Hengxin (up approximately 15%), Zhongshui Fishery (limit up), and Deepwater Haina (up over 6%) [1] - A recent press conference by the State Council highlighted the importance of deep-sea technology, indicating a focus on deep-sea development and security, which is expected to receive priority development [1] - The use of acoustic technology for deep-sea perception and communication, along with the need for titanium alloy in deep-sea platforms, presents investment opportunities in acoustic and titanium materials [1] Group 2 - Deep-sea oil and gas resources are substantial, with over 70% of global oil and gas reserves located in oceans, and 44% of that from deep water [2] - In the past decade, 100 large oil and gas fields have been discovered globally, with deep-water fields accounting for 57% of the number and 68% of the reserves [2] - China's deep and ultra-deep oil and gas resources total 671 million tons, representing 34% of the national total, but the current offshore oil and gas production is only 18% of total production, indicating a significant gap from the global average of 30% [2] - The strategic importance of increasing exploration and development in deep-water areas is emphasized for reducing foreign dependence on oil and gas and ensuring energy security [2] - The complex and harsh deep-sea environment necessitates high-performance materials and equipment, which are expected to benefit from domestic technological breakthroughs and accelerated application [2]

Core Viewpoint - The environmental governance sector experienced a decline of 0.73% on July 29, while the Shanghai Composite Index rose by 0.33% and the Shenzhen Component Index increased by 0.64% [1][3] Group 1: Market Performance - The closing price of the Shanghai Composite Index was 3609.71, and the Shenzhen Component Index closed at 11289.41 [1] - Key stocks in the environmental governance sector showed significant gains, with KJY (301372) leading at a 20.02% increase, closing at 29.62 [1] - Other notable performers included LYE (002887) with a 9.95% increase, closing at 9.39, and JGXF (300958) with a 5.75% increase, closing at 14.72 [1] Group 2: Trading Volume and Value - KJY (301372) had a trading volume of 119,100 shares and a transaction value of 340 million yuan [1] - LYE (002887) recorded a trading volume of 259,400 shares and a transaction value of 228 million yuan [1] - The total trading volume and value for the environmental governance sector were significant, indicating active market participation despite the overall sector decline [1] Group 3: Capital Flow - The environmental governance sector saw a net outflow of 483 million yuan from institutional investors, while retail investors contributed a net inflow of 287 million yuan [3] - Speculative funds recorded a net inflow of 195 million yuan into the sector, indicating mixed investor sentiment [3] - The overall capital flow dynamics suggest a divergence in investment strategies among different types of investors within the environmental governance sector [3]

Core Viewpoint - The announcement details the plan of major shareholders, including director Li Qin and her concerted action partner Tibet Dayu Investment Co., Ltd., to reduce their holdings in Deepwater Haina Water Group Co., Ltd. by up to 3,545,600 shares, representing 2% of the total share capital, within three months from the disclosure date [1][2]. Shareholder Information - Shareholder names: Li Qin and Tibet Dayu Investment Co., Ltd. [2] - Current shareholding details: - Li Qin holds 7,888,956 shares, accounting for 4.45% of the total share capital - Tibet Dayu holds 9,266,620 shares, accounting for 5.23% of the total share capital - Combined, they hold 17,155,576 shares, representing 9.68% of the total share capital [2]. Reduction Plan Details - The reduction plan allows for a maximum reduction of 2% of the total share capital, proportionate to their respective holdings [2]. - The reduction period is set from July 25, 2025, to October 24, 2025 [2]. - The shares can be reduced through centralized bidding or block trading, with a limit of 1% for centralized bidding and 2% for block trading [2]. Shareholder Commitments - Li Qin and Tibet Dayu have made commitments regarding share transfers, including: - No transfer of shares for 12 months post-IPO and restrictions on annual transfers during her tenure as a director [3][4]. - If the stock price falls below the issue price for 20 consecutive trading days, the lock-up period will extend by 6 months [3][4]. - Any reduction in shares after the lock-up period must not be below the issue price [4][6]. Compliance and Disclosure - The shareholders will adhere to relevant regulations and ensure timely disclosure of the reduction plan, including the number of shares, price range, and timing [4][6]. - The company will comply with legal obligations and fulfill information disclosure duties [8].