Group 1 - The company, Deepwater Regulation Institute, announced a share reduction plan by its shareholder, Energy Conservation Iron Man, which will reduce its holdings from approximately 8.14 million shares to about 5.91 million shares, representing a decrease from 3.65% to 2.65% of the total share capital [1] - The share reduction will occur between August 5 and August 6, 2025, with a total of approximately 2.23 million shares being sold, accounting for 1% of the company's total share capital [1] - As of the announcement date, the company's market capitalization is valued at 6 billion yuan [1] Group 2 - For the fiscal year 2024, the company's revenue composition is entirely derived from professional technical services, accounting for 100% of its income [1]

一、股东本次减持计划的减持情况 （一）股东减持股份情况 1 | 股东名称 | 减持方式 | 减持期间 | 减持均价 （元/股） | 减持股数 （万股） | 减持比例 （%） | | --- | --- | --- | --- | --- | --- | | 中节能铁汉 生态环境股 | 集中竞价 交易 | 2025年8月5日至 2025年8月6日 | 29.58 | 223.08 | 1.00 | | 份有限公司 | | | | | | | | | 合计 | | 223.08 | 1.00 | 证券代码：301038 证券简称：深水规院 公告编号：2025-030 深圳市水务规划设计院股份有限公司 关于特定股东减持计划期间届满的公告 公司股东中节能铁汉生态环境股份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公告内容与信息披露义务人提供的信息一致。 深圳市水务规划设计院股份有限公司（以下简称"公司""深水规院"）于 2025年7月9日在巨潮资讯网（www.cninfo.com.cn）披露了《关于特定股东减持股 份的预披露公告》（公告编号：2 ...

Core Insights - The engineering consulting services sector saw a slight increase of 0.49% on October 31, with Hualan Group leading the gains [1] - The Shanghai Composite Index closed at 3954.79, down 0.81%, while the Shenzhen Component Index closed at 13378.21, down 1.14% [1] Sector Performance - Hualan Group (301027) closed at 17.84, up 8.12% with a trading volume of 179,100 shares and a transaction value of 316 million [1] - Other notable performers included Deepwater Planning Institute (301038) with a 3.76% increase, closing at 26.78, and Suzhou Planning (301505) with a 3.32% increase, closing at 23.31 [1] - The sector experienced a net outflow of 166 million from major funds, while retail investors saw a net inflow of 146 million [2][3] Individual Stock Movements - Major stocks with significant net inflows included Deep City Transportation (301091) with a net inflow of 20.49 million and Deepwater Planning Institute (301038) with a net inflow of 11.41 million [3] - Conversely, stocks like Bid Invitation Co. (301136) experienced a net outflow of 24.48 million from major funds [3]

根据《深圳证券交易所创业板股票上市规则》等相关规定，本次计提、转回资 产减值准备无需提交董事会、股东大会审议。现将相关情况公告如下： 一、本次计提、转回资产减值准备情况概述 2025年前三季度，公司计提、转回减值准备的资产包含应收票据、应收账款、 合同资产和其他应收款，计提的减值准备总金额为9,750,746.11元，具体明细如下： 证券代码：301038 证券简称：深水规院 公告编号：2025-029 深圳市水务规划设计院股份有限公司 关于2025年前三季度计提、转回资产减值准备的公告 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。 深圳市水务规划设计院股份有限公司（以下简称"公司"）根据《企业会计准 则》《深圳证券交易所创业板股票上市规则》等有关规定，为真实、准确、客观地 反映公司的财务状况、资产价值及经营成果，基于谨慎性原则对合并报表范围内截 至2025年9月30日各类资产进行了全面检查和减值测试，并对可能发生减值损失的 有关资产计提相应的减值准备。 （一）应收票据 1.应收票据的减值准备确定方法 （1）按单项计提预期信用损失的应收票据的认定标准 对信用 ...

Financial Performance - The company's operating revenue for Q3 2025 was ¥154,189,115.34, representing a 3.91% increase year-over-year, while the year-to-date revenue decreased by 11.15% to ¥481,026,720.01[5] - Net profit attributable to shareholders for the quarter was ¥21,983,148.16, a significant increase of 144.69% compared to the same period last year, and a year-to-date increase of 504.47% to ¥15,809,039.16[5] - Basic and diluted earnings per share for the quarter were both ¥0.0985, reflecting a 144.67% increase year-over-year and a 505.14% increase year-to-date[5] - Total operating revenue for the current period was ¥481,026,720.01, a decrease of 11.14% from ¥541,408,797.28 in the previous period[22] - Operating profit for the current period was ¥13,170,857.70, compared to a loss of ¥5,448,968.05 in the previous period, indicating a turnaround in profitability[23] - Net profit for the current period reached ¥15,808,983.32, a substantial improvement from a net loss of ¥4,073,878.79 in the previous period[23] - Basic and diluted earnings per share for the current period were both ¥0.0709, compared to a loss of ¥0.0175 per share in the previous period[23] - The company reported a total comprehensive income of ¥15,808,983.32 for the current period, compared to a loss of ¥4,073,878.79 in the previous period, reflecting a strong recovery[23] Assets and Liabilities - The total assets at the end of the reporting period were ¥1,847,178,857.29, down 6.37% from the previous year-end[5] - Total assets decreased to ¥1,847,178,857.29 from ¥1,972,901,812.06, a decline of 6.35%[20] - The total liabilities of the company are not explicitly stated but can be inferred to have increased due to higher financing activities[12] - Total liabilities decreased to ¥953,488,776.13 from ¥1,076,195,498.38, a reduction of 11.43%[20] - The company’s equity attributable to shareholders remained stable at ¥893,690,081.16, showing no significant change from the previous year-end[5] - Total equity attributable to shareholders increased slightly to ¥893,690,081.16 from ¥893,668,242.00, showing stability in shareholder equity[20] Cash Flow - Cash flow from operating activities showed a negative net amount of ¥141,917,240.36 year-to-date, a decrease of 385.60%[5] - Operating cash flow decreased by 25.78% to ¥391 million compared to the same period last year, primarily due to a decrease in project collections[12] - The company reported a net cash flow from operating activities of -¥141 million, a significant decline of 385.60% year-on-year[12] - Operating cash flow for the current period was -141,917,240.36 CNY, compared to -29,225,421.55 CNY in the previous period, indicating a significant decline[25] - Total cash inflow from investment activities was 329,362,354.72 CNY, up from 171,688,428.06 CNY in the previous period[25] - Cash outflow from investment activities increased to 563,361,041.34 CNY from 466,821,913.30 CNY, resulting in a net cash flow of -233,998,686.62 CNY for investment activities[25] - Cash inflow from financing activities was 11,950,000.00 CNY, while cash outflow totaled 30,114,321.76 CNY, leading to a net cash flow of -18,164,321.76 CNY[26] - The net increase in cash and cash equivalents was -394,080,248.74 CNY, compared to -333,061,437.15 CNY in the previous period[26] - The ending balance of cash and cash equivalents was 166,275,609.51 CNY, up from 129,158,302.59 CNY in the previous period[26] - The company reported a decrease in cash received from sales of goods and services to 376,911,429.12 CNY from 497,040,870.23 CNY[25] - Cash received from other operating activities decreased to 14,090,415.37 CNY from 29,747,281.29 CNY[25] Investments - The company’s long-term equity investments increased slightly from ¥33.53 million to ¥34.02 million[18] - The company is focusing on expanding its investment in structured deposit products, indicating a strategic shift in investment strategy[12] - Investment income surged by 5712.38% to ¥1,114,476.06, driven by increased profits from joint ventures and changes in investment product accounting[11] Costs and Expenses - The company reported a decrease in operating costs by 17.91% to ¥348,745,405.70, attributed to lower labor costs and reduced procurement expenses[10] - Total operating costs for the current period were ¥463,341,279.17, down from ¥540,927,103.48, reflecting a significant reduction of 14.36%[22] - Research and development expenses for the current period were ¥32,035,382.54, an increase of 4.32% from ¥29,747,518.03 in the previous period, indicating continued investment in innovation[22] - The company’s financial expenses decreased by 57.39% to -¥610,100.46, as funds were primarily used for investments[10] Shareholder Information - The number of common shareholders at the end of the reporting period was 22,053, with the largest shareholder holding 37.50% of the shares[14] Other Information - The company has not yet audited its third-quarter financial report[27] - The company will implement new accounting standards starting in 2025[28]

Group 1 - The core viewpoint of the news is that Shenzhen Water Planning and Design Institute Co., Ltd. (深水规院) has shown significant stock performance, with a year-to-date increase of 92.31% and a recent trading volume indicating active market participation [1][2] - As of October 28, the stock price reached 27.72 CNY per share, with a total market capitalization of 6.184 billion CNY [1] - The company has experienced a net outflow of main funds amounting to 252.09 thousand CNY, while large orders showed a mixed trend with a total buy of 27.79 million CNY and sell of 31.87 million CNY [1] Group 2 - Shenzhen Water Planning and Design Institute was established on April 3, 2008, and went public on August 4, 2021, focusing on providing professional technical services for water construction projects [2] - The main business revenue composition includes surveying and design (55.86%), project operation management (16.19%), planning consulting (14.67%), and other services (13.28%) [2] - As of October 20, the number of shareholders decreased by 8.69% to 20,900, while the average circulating shares per person increased by 9.51% to 10,662 shares [2] Group 3 - Since its A-share listing, the company has distributed a total of 58.29 million CNY in dividends, with 15.79 million CNY distributed over the past three years [3]

Core Insights - The engineering consulting services sector experienced a decline of 1.61% on October 24, with Huajian Group leading the drop [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Sector Performance - The engineering consulting services sector saw significant individual stock movements, with Shanshui Bide rising by 6.31% to a closing price of 56.30, and Huajian Group falling by 10.01% to 29.84 [1][2] - Other notable gainers included Taiji Industry (+4.83%), Chaoao Planning (+4.09%), and Jiaotu Kewai (+3.41%) [1] Trading Volume and Capital Flow - The sector experienced a net outflow of 409 million yuan from institutional investors, while retail investors saw a net inflow of 327 million yuan [2] - The trading volume for Huajian Group was 187,400 hands, with a total transaction value of 559 million yuan [2] Individual Stock Capital Flow - China Ruilin had a net inflow of 12.77 million yuan from institutional investors, while it faced a net outflow of 8.89 million yuan from retail investors [3] - Other stocks like Tongji Technology and Huayang International also showed varied capital flows, indicating mixed investor sentiment [3]

Core Points - Shenzhen's local stocks surged following the announcement of a new merger and acquisition action plan, with over ten local stocks hitting the daily limit up, including Jian Ke Yuan and Shen Sai Ge [1] - The Shenzhen Securities Regulatory Bureau reported that there have been 257 merger and acquisition cases in the Shenzhen area this year, totaling approximately 61.57 billion yuan [1] - The newly released action plan aims to enhance the quality and quantity of mergers and acquisitions, targeting over 200 projects and a total transaction amount exceeding 100 billion yuan by the end of 2027 [2] Summary by Sections Mergers and Acquisitions Activity - The action plan outlines ten key tasks to improve resource allocation through mergers and acquisitions, supporting the injection of quality assets into Shenzhen-listed companies [1][2] - Since the release of the "Six Merger Guidelines," there have been 215 merger and acquisition proposals from Shenzhen-listed companies, with 160 disclosing transaction amounts exceeding 45 billion yuan [2] Financing and Support Mechanisms - The plan encourages companies to utilize various financing methods, including cash, shares, and convertible bonds, to facilitate mergers and acquisitions [2] - Financial institutions are encouraged to provide credit support through merger loans and syndicate loans [2] Strategic Focus - The action plan emphasizes the development of strategic emerging industries, directing capital towards sectors like artificial intelligence and biopharmaceuticals [2] - There is potential for traditional local companies with low debt and low market value to become targets for mergers and acquisitions, particularly from high-tech firms [3]

Core Viewpoint - The Shenzhen local stock market experienced a collective rise, driven by the release of the "Shenzhen Action Plan for Promoting High-Quality Development of Mergers and Acquisitions (2025-2027)" which aims to enhance the quality of listed companies and boost the total market value to over 20 trillion yuan by 2027 [1][2] Group 1: Market Reaction - Shenzhen local stocks surged, with notable gains including JianKejian reaching a 20% limit up, and other companies like GuangTian Group and TeFa Information also hitting their limit up [1] - The Shenzhen Composite Index showed a slight decline of 0.35% [3] Group 2: Action Plan Highlights - The plan sets ambitious goals, including completing over 200 merger projects with a total transaction value exceeding 100 billion yuan by 2027 [1][2] - It aims to cultivate 20 companies with a market value of over 100 billion yuan and establish a "20+8" industrial fund group to support key industries [2] Group 3: Strategic Focus - The plan emphasizes the importance of mergers and acquisitions as a means for companies to enhance operational efficiency and support industrial upgrades [2] - Key tasks outlined in the plan include optimizing resource allocation, enhancing the completeness of the merger ecosystem, and strengthening risk prevention measures [2]

Core Viewpoint - The A-share market in Shenzhen has seen a collective surge in local stocks, driven by the announcement of a new action plan aimed at promoting high-quality mergers and acquisitions in the city from 2025 to 2027 [1] Group 1: Market Performance - Shenzhen local stocks experienced significant gains, with notable performers including: - JianKexuan (建科院) hitting a 20% limit up - ShenShuiGuiYuan (深水规院) rising over 13% - Other stocks such as GuangTian Group (广田集团), TeFa Information (特发信息), and ShenSaiGe (深赛格) also reaching 10% limit up [1] - The action plan aims for the total market capitalization of domestic and foreign listed companies to exceed 20 trillion yuan by the end of 2027, with a goal of nurturing 20 companies with a market value of over 100 billion yuan [1] Group 2: Stock Data Summary - Key stock performance data includes: - JianKexuan (建科院): 20.02% increase, market cap of 3.042 billion yuan, year-to-date increase of 28.74% [2] - ShenShuiGuiYuan (深水规院): 13.68% increase, market cap of 6.971 billion yuan, year-to-date increase of 116.85% [2] - GuangTian Group (广田集团): 10.05% increase, market cap of 7.802 billion yuan, year-to-date decrease of 3.70% [2] - ShenSaiGe (深赛格): 10.04% increase, market cap of 13.8 billion yuan, year-to-date increase of 39.40% [2] - Other notable stocks include: - ShenWuYuan A (深物业A): 10.03% increase, market cap of 6.735 billion yuan, year-to-date increase of 29.29% [2] - ShenLiHeKeChuang (力合科创): 9.97% increase, market cap of 12 billion yuan, year-to-date increase of 24.29% [2]