Market Overview - On September 4, the engineering consulting services sector declined by 0.93%, with Huajian Group leading the drop [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Stock Performance - Notable gainers in the engineering consulting services sector included: - China Ruilin (603257) with a closing price of 67.88, up 10.00% on a trading volume of 130,100 shares and a transaction value of 852 million [1] - Deepwater Planning Institute (301038) closed at 31.16, up 8.19% with a trading volume of 195,900 shares and a transaction value of 26.65 million [1] - Major decliners included: - Huajian Group (600629) closed at 12.99, down 9.54% with a trading volume of 547,200 shares and a transaction value of 729 million [2] - Jian Design (300668) closed at 19.17, down 6.94% with a trading volume of 115,000 shares and a transaction value of 21.8 million [2] Capital Flow - The engineering consulting services sector saw a net inflow of 12.01 million from institutional investors, while retail investors contributed a net inflow of 14.7 million [2] - However, speculative funds experienced a net outflow of 159 million [2] Individual Stock Capital Flow - China Ruilin (603257) had a net inflow of 116 million from institutional investors, while it faced a net outflow of 71.75 million from speculative funds and a net outflow of 43.99 million from retail investors [3] - Deepwater Planning Institute (301038) recorded a net inflow of 104 million from institutional investors, with a net inflow of 837,860 from speculative funds and a net outflow of 112 million from retail investors [3]

Core Viewpoint - The company, Shen Shui Gui Yuan (301038), specializes in providing professional technical services for water engineering, including surveying design, planning consulting, and project operation management [1] Group 1: Company Overview - The company holds various qualifications, including Class A in engineering design for the water conservancy industry and comprehensive Class A in engineering surveying, as well as Class B in engineering design for hydropower (including pumped storage and tidal power) [1] - The company has been active in the Tibet water conservancy market for several years and has established a branch in Lhasa [1] Group 2: Recent Developments - Recently, the company has been closely monitoring information related to the Yaxia Hydropower Station but has not yet participated in the construction of related projects [1] - The company plans to actively track the progress of the Yaxia Hydropower Station project and aims to participate in its construction in the future [1]

Core Insights - The company reported a total revenue of 327 million yuan, ranking 19th among disclosed peers, which represents a decrease of 66.18 million yuan or 16.84% year-on-year [1] - The net profit attributable to shareholders was -6.17 million yuan, ranking 30th among peers, reflecting a decline of 51.46 million yuan or 113.63% year-on-year [1] - The net cash flow from operating activities was -154 million yuan, ranking 32nd among peers, a decrease of 113 million yuan compared to the same period last year [1] Financial Ratios - The latest debt-to-asset ratio is 52.64%, ranking 28th among peers, with an increase of 0.05 percentage points from the previous quarter and 1.69 percentage points from the same period last year [3] - The latest gross profit margin is 28.61%, ranking 20th among peers, with an increase of 30.07 percentage points from the previous quarter and 1.86 percentage points year-on-year, marking two consecutive years of growth [3] - The latest return on equity (ROE) is -0.71%, ranking 31st among peers, a decrease of 5.82 percentage points year-on-year [3] - The diluted earnings per share are -0.03 yuan, ranking 31st among peers, a decrease of 0.23 yuan or 113.65% year-on-year [3] - The latest total asset turnover ratio is 0.17 times, ranking 15th among peers, a decrease of 0.04 times or 20.35% year-on-year [3]

Core Viewpoint - The company reported a significant decline in revenue and incurred a net loss for the first half of 2025 [1] Financial Performance - The company's operating revenue for the first half of 2025 was 327 million yuan, representing a year-on-year decrease of 16.84% [1] - The net loss attributable to shareholders of the listed company was 6.1741 million yuan [1] - The net loss attributable to shareholders, excluding non-recurring gains and losses, was 8.7537 million yuan [1] - The basic loss per share was 0.0277 yuan [1]

Core Viewpoint - The company reported a significant decline in revenue and incurred a net loss for the first half of 2025 [1] Financial Performance - The company's operating revenue for the first half of 2025 was 327 million yuan, representing a year-on-year decrease of 16.84% [1] - The net loss attributable to shareholders of the listed company was 6.1741 million yuan [1] - The net loss attributable to shareholders, excluding non-recurring gains and losses, was 8.7537 million yuan [1] - The basic loss per share was 0.0277 yuan [1]

Group 1 - The company, Deepwater Regulatory Institute, announced a provision for asset impairment totaling approximately 34.99 million yuan, which will reduce the total profit for the first half of 2025 by the same amount [1] - The asset impairment provision is a preliminary estimate in accordance with relevant policies, and it does not affect the company's operational funds or cash flow, as there have been no actual write-offs of receivables during this period [1] - For the year 2024, the company's revenue is entirely derived from the professional technical service industry, accounting for 100% of its income [1] Group 2 - As of the report, the market capitalization of Deepwater Regulatory Institute is 6.9 billion yuan [2]

编制单位：深圳市水务规划设计院股份有限公司 单位：人民币万元 深圳市水务规划设计院股份有限公司 2025年半年度非经营性资金占用及其他关联资金往来情况汇总表 编制单位：深圳市水务规划设计院股份有限公司 单位：人民币万元 | 非经营性资金占用 | 资金占用方名称 | 占用方与上市公司的关联关系 | 上市公司核算 的会计科目 | 期初 占用资金余额 | 本期占用累计发生金 额（不含利息） | | 本期占用资金的利 息（如有） | 本期偿还累计发生 金额 | 期末 占用资金余额 | 占用形成原因 | 占用性质 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | | | | | 非经营性占用 | | 控股股东、实际控制人及其 附属企业 | | | | | | | | | | | | | | | | | | | | | | | | 非经营性占用 | | 小 计 | - | - | - | | | | | | - | | - | | 前控股股东、实际控制人及 | | | | | | | | ...

深圳市水务规划设计院股份有限公司 证券代码：301038 证券简称：深水规院 公告编号：2025-026 关于2025年半年度计提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》《深圳证券交易所上市公司自律监管指引第2号——创业板上市公司规范运作》 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6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。 根据《深圳证券交易所上市公司自律监管指引第2号——创业板上市公司规范 运作》等相关规定，本次计提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、本次计提资产减值准备情况概述 2025年半年度，公司计提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34,992,219.45元，具体明细如下： 二、本次计提资产减值准备的情况说明 根据《企业会计准则》、公 ...

深水规院公告，2025年上半年营业收入3.27亿元，同比下降16.84%。归属于上市公司股东的净利 润-617.41万元，同比下降113.63%。基本每股收益-0.0277元/股，同比下降113.65%。 ...

一、监事会会议召开情况 深圳市水务规划设计院股份有限公司（以下简称"公司"）第二届监事会第十 五次会议通知于2025年8月18日以电子邮件方式发出，并于2025年8月28日以通讯表 决方式召开。本次会议应出席监事5人，实际出席人数5人，由监事会主席黄立志女 士召集并主持。本次监事会会议的召集、召开符合《中华人民共和国公司法》《深 圳市水务规划设计院股份有限公司章程》及相关法律法规的有关规定。 二、监事会会议审议情况 经全体与会监事认真审议，审议通过如下议案： 1、审议通过了《关于公司监事会主席综合报告2025年（上半年）的议案》。 监事会审议认为：公司《监事会主席综合报告2025年（上半年）》全面、客观 地总结了2025年上半年公司监事会主席的工作及履职情况。 证券代码：301038 证券简称：深水规院 公告编号：2025-025 深圳市水务规划设计院股份有限公司 第二届监事会第十五次会议决议公告 本公司及监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。 表决结果：5票同意、0票反对、0票弃权。 1、第二届监事会第十五次会议决议。 特此公告。 深圳市水务规划设计院股份有 ...