深水海纳水务集团股份有限公司 2025 年半年度报告全文 深水海纳水务集团股份有限公司 2025 年半年度报告 公司在经营管理中可能面临的风险与对策已在本报告中第三节"管理层讨 论与分析"之"十、公司面临的风险和应对措施"部分予以描述。敬请广大投资 者关注，注意投资风险。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 2025 年 08 月 1 深水海纳水务集团股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人李海波、主管会计工作负责人姜拥军及会计机构负责人(会计 主管人员)姜拥军声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告涉及的未来经营计划、发展战略等前瞻性描述不构成公司对投资者 的实质承诺，敬请投资者注意风险。 | | | | 第一节 | 重要提示、目录和释义 2 | | --- | --- | | 第二节 | 公司简介和主要财务指标 7 | ...

Group 1 - The core viewpoint of the news highlights the financial performance and trading activity of Deepwater Haina, indicating a decline in stock price and significant trading volume on August 26 [1] - On August 26, Deepwater Haina's stock price fell by 2.72%, with a trading volume of 241 million yuan. The margin trading data shows a net margin purchase of 7.95 million yuan for the day [1] - As of August 26, the total margin balance for Deepwater Haina is 142 million yuan, which accounts for 4.01% of its market capitalization, indicating a high level of margin trading activity compared to the past year [1] Group 2 - Deepwater Haina Water Group Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on May 31, 2001. It was listed on March 30, 2021, focusing on the environmental water industry [2] - The company's main business revenue composition includes: industrial wastewater treatment - operation services (52.27%), quality water supply - operation services (24.02%), quality water supply - engineering construction (10.10%), and other services [2] - For the first quarter of 2025, Deepwater Haina reported an operating income of 77.16 million yuan, a year-on-year decrease of 24.36%, while the net profit attributable to shareholders increased by 1218.70% to 10.21 million yuan [2] Group 3 - Since its A-share listing, Deepwater Haina has distributed a total of 13.47 million yuan in dividends, with no dividends paid in the last three years [3]

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 environmental governance sector experienced a positive performance on August 15, with a 0.86% increase, led by Huakong Saige [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3696.77, up 0.83% [1] - The Shenzhen Component Index closed at 11634.67, up 1.6% [1] - Key stocks in the environmental governance sector showed significant gains, with Huakong Saige leading at a 10.08% increase [1] Group 2: Stock Performance Details - Huakong Saige (000068) closed at 4.04 with a 10.08% increase, trading volume of 254,100 shares, and a transaction value of 100 million yuan [1] - Fulongma (603686) closed at 19.71, up 9.99%, with a trading volume of 540,200 shares and a transaction value of 1.048 billion yuan [1] - Zhongzhi Holdings (603903) closed at 8.60, up 9.97%, with a trading volume of 164,400 shares and a transaction value of 14.1 million yuan [1] - Other notable performers include Wenbululu (301259) at 5.92% increase and Jinyu Environment (001230) at 3.58% increase [1] Group 3: Capital Flow - The environmental governance sector saw a net inflow of 366 million yuan from main funds, while retail investors experienced a net outflow of 193 million yuan [2] - The overall capital flow indicates a mixed sentiment among retail and institutional investors within the sector [2]

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].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300815 | 玉禾田 | 29.82 | -11.46% | 67.72万 | 20.58亿 | | 688370 | 从麟科技 | 24.49 | -10.42% | 6.88万 | 1.75亿 | | 831370 | 新安洁 | 4.80 | -6.43% | 15.92万 | 7860.03万 | | 688679 | 通源环境 | 17.30 | -5.57% | 5.57万 | 9822.18万 | | 300266 | 兴源环境 | 2.74 | -5.19% | 49.66万 | 1.40亿 | | 836263 | 中航泰达 | 14.89 | -5.04% | 5.87万 | 8935.31万 | | 000803 | 山高环能 | 6.96 | -4.66% | 21.83万 | 1.54亿 | | 301372 | 科净源 | 26.38 | -4.42% | 3.82万 | 1.03亿 | | 300334 | 津膜科 ...

Core Viewpoint - The company is actively developing and testing an artificial intelligence control system model for water treatment processes, aiming to enhance digital modeling and management in the water industry [1] Group 1: Company Initiatives - The company has a specialized digital software team focused on the exploration and application of AI in water treatment [1] - The company is conducting research and innovation in the field of water treatment, utilizing the Hy-smart intelligent water management platform as a digital application base [1] - The company is gradually applying AI process algorithms in various water plants to achieve refined and intelligent management of operations [1] Group 2: Technological Development - The company is working on solving numerous parameters and control algorithms related to digital modeling in water treatment processes [1] - The company is continuously optimizing its digital platform to enhance operational efficiency [1]

格隆汇8月8日丨深水海纳(300961.SZ)在投资者互动平台表示，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。 ...

Core Viewpoint - The company is actively developing and applying artificial intelligence (AI) technologies in water treatment processes, focusing on digital modeling and control systems [2] Group 1: AI Development in Water Treatment - The company has a specialized digital software team working on AI control system models for water treatment processes [2] - Ongoing development, testing, and validation of AI algorithms aim to address various parameters and control variables in water treatment [2] - The AI technology is being applied in the company's own water supply and industrial wastewater treatment plants [2] Group 2: Research and Innovation - The company is promoting research in the field of smart water management through its Hy-smart platform [2] - Continuous research and application innovation are being pursued to enhance the operational management of water treatment facilities [2] - The company aims to implement AI algorithms for refined and intelligent management across other water treatment plants [2] Group 3: Digital Platform Optimization - The company is committed to ongoing optimization of its digital platform to support the application of AI in water treatment [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 ■ 二、备查文件 1、李琴及其一致行动人西藏大禹出具的《关于减持公司股份触及1%整数倍的告知函》。 特此公告。 深水海纳水务集团股份有限公司董事会 2025年8月5日 合计持股5%以上的股东李琴及其一致行动人西藏大禹投资有限公司保证向本公司提供的信息内容真 实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 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。 深水海纳水务集团股份有限公司（以下简称"公司"）于近日收到合计持股5%以上股东李琴女士及其一 致行动人西藏大禹投资有限公司（以下简称"西藏大禹"）的《关于减持公司股份触及1%整数倍的告知 函》，根据公司于 2024年9月25日披露的《关于持股 5%以上股东及其一致行动人减持股份的预披露公 告》（公告编号：2024-048）和2025年7月4日披露的《关于合计持股5%以上股东减持股份预披露公 告》（公告编号：2025-036），李琴女士及其一致行动人西藏大禹于2025年1月14日至 2025年8月1日期 间通过集中竞价和大宗交易方式累计减持公司股份 1,992 ...