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“十五五”科技自立自强开局:中科环保以创新构筑长期价值护城河
Sou Hu Wang· 2026-01-05 08:14
Core Viewpoint - The article emphasizes the importance of technological innovation in driving industrial transformation and enhancing the long-term value of companies in the environmental protection industry, particularly highlighting the achievements of Zhongke Environmental Protection in developing advanced waste gas purification technology [1][6]. Group 1: Policy and Industry Context - The "14th Five-Year Plan" and "15th Five-Year Plan" stress the need for high-level technological self-reliance and innovation-driven development, aiming to foster new productive forces and promote high-quality growth [1]. - The State Council's recent meeting outlined a comprehensive solid waste management action plan, focusing on building a harmless and resource-efficient governance system to enhance the circular economy [1]. Group 2: Technological Innovation and Cost Efficiency - Zhongke Environmental Protection's "multi-effect gas purification technology" has been recognized for its ability to significantly reduce operational costs by approximately 15%-20% while exceeding national ultra-low emission standards [2]. - The company has increased its R&D investment, with a 37.80% year-on-year growth in R&D funding in the first half of 2025, and has set a minimum R&D investment intensity of 3.5% as a performance indicator [3]. Group 3: Application and Market Potential - The gas purification technology can be applied not only in waste incineration and biomass power generation but also in industries such as coking, glass manufacturing, and cement production, with an estimated future market size of 7.5 billion [4]. - Zhongke's previous technology for low-temperature waste heat utilization has demonstrated commercial viability, generating additional electricity and profits, and has been recognized as a benchmark case in the industry [4]. Group 4: Industry Trends and Competitive Advantage - The environmental protection industry is entering a phase of optimization, with over 100,000 patent applications in environmental technology expected by 2025, indicating a shift towards refined and standardized development [5]. - Zhongke's sustained investment in R&D and its growing influence in the professional field contribute to its increasing revenue certainty and competitive edge in the market [5].
环境治理板块12月30日跌0.55%,惠城环保领跌,主力资金净流入9712.34万元
Market Overview - The environmental governance sector experienced a decline of 0.55% on December 30, with Huicheng Environmental leading the drop [1] - The Shanghai Composite Index closed at 3965.12, showing no change, while the Shenzhen Component Index rose by 0.49% to 13604.07 [1] Stock Performance - Notable gainers in the environmental governance sector included: - Zhenghe Ecology (Code: 605069) with a closing price of 14.85, up 10.00% and a trading volume of 310,900 shares, totaling 453 million yuan [1] - Fulongma (Code: 603686) also rose by 10.00% to 31.58, with a trading volume of 1,419,400 shares, amounting to 4.237 billion yuan [1] - Huaxin Environmental (Code: 301265) increased by 7.17% to 13.15, with a trading volume of 148,700 shares, totaling 19.2 million yuan [1] - Conversely, Huicheng Environmental (Code: 300779) saw a significant decline of 9.01%, closing at 130.85 with a trading volume of 95,400 shares, amounting to 1.271 billion yuan [2] - Other notable decliners included: - Saince (Code: 688480) down 4.49% to 50.61 [2] - Qingshuiyuan (Code: 300437) down 4.39% to 16.55 [2] Capital Flow - The environmental governance sector saw a net inflow of 97.1234 million yuan from institutional investors, while retail investors experienced a net outflow of 41.0087 million yuan [2] - Key stocks with significant capital flow included: - Fulongma with a net inflow of 46.114 million yuan from institutional investors, but a net outflow of 28.1 million yuan from retail investors [3] - Yuhe Tian (Code: 300815) had a net inflow of 39.3351 million yuan from institutional investors, with retail investors seeing a net outflow of 25.3029 million yuan [3]
中科环保(301175) - 中信证券股份有限公司关于北京中科润宇环保科技股份有限公司2025年度持续督导培训情况的报告
2025-12-30 07:54
2025年度持续督导培训情况的报告 深圳证券交易所: 中信证券股份有限公司 关于北京中科润宇环保科技股份有限公司 中信证券股份有限公司(以下简称"中信证券"、"保荐机构")作为北京 中科润宇环保科技股份有限公司(以下简称"中科环保"、"公司")首次公开 发行股票并在创业板上市保荐机构,根据《深圳证券交易所上市公司自律监管指 引第 13 号——保荐业务》对公司进行了 2025 年度持续督导培训,报告如下: (八)培训内容:本次培训结合《证券发行上市保荐业务管理办法》《深圳 证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》《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》《中华人民共和国公司法(2023 修订)》等法律法规要 求以及 2025 年度 A 股资本市场发展动态,重点向培训对象介绍了 2025 年 A 股资 本市场概况、2025 年 A 股资本市场监管新规并结合 2025 年 A 股资本市场典型监 管案例进行讲解,加深了公司董事、高级管理人员、中层管理人员、控股股东及 其他相关人员对 A 股资本市场最新监管形势与政策导向、上市公司公司 ...
中科环保:星际荣耀双曲线三号火箭发射所使用的液氧甲烷不是由本公司供应的
Mei Ri Jing Ji Xin Wen· 2025-12-29 04:37
Core Viewpoint - The company, Zhongke Environmental Protection, clarified that the liquid oxygen methane used in the launch of the Star Glory Hyperbola-3 rocket is not supplied by them, but they have established a cooperation intention with Star Glory for providing clean energy solutions [2]. Group 1 - Zhongke Environmental Protection confirmed that the liquid oxygen methane for the Star Glory Hyperbola-3 rocket is not sourced from their production [2]. - The company has signed a cooperation framework agreement with Sichuan Star Glory Aerospace Power Co., Ltd. to provide green methane, green electricity, green thermal energy, reclaimed water, and desalinated water [2]. - This collaboration opens up commercial aerospace applications for the company's green energy utilization, supporting their "dual carbon" strategy and expanding the demonstration application of green energy in high-end manufacturing [2].
A股异动丨商业航天股继续走强,神剑股份涨超8%,航天发展涨超6%
Ge Long Hui A P P· 2025-12-29 02:25
Group 1 - The core viewpoint of the news is that the commercial aerospace sector in the A-share market is experiencing significant growth, with multiple stocks showing strong performance following the release of new listing rules by the Shanghai Stock Exchange [1] - On December 26, the Shanghai Stock Exchange issued guidelines for commercial rocket companies, allowing them to apply for listing under the fifth set of standards on the Sci-Tech Innovation Board, effective immediately [1] - The commercial aerospace sector has gained substantial attention, with a surge in research reports and conference calls related to the industry, indicating a growing interest from analysts across various sectors [1] Group 2 - Notable stock performances include Guangwei Composites, which rose by 12.02%, and several other companies such as Zhongchao Holdings and Zhongheng Design, which both saw increases of over 10% [2] - The total market capitalization of Guangwei Composites is 32.5 billion, while Zhongchao Holdings has a market cap of 9.431 billion [2] - Year-to-date performance shows that Guangwei Composites has increased by 14.57%, and Zhongchao Holdings has surged by 152.38% [2]
商业航天股继续走强,神剑股份涨超8%,航天发展涨超6%
Ge Long Hui· 2025-12-29 02:09
Core Viewpoint - The commercial aerospace sector in the A-share market is experiencing significant growth, with various stocks showing strong performance following the release of new listing rules by the Shanghai Stock Exchange [1] Group 1: Market Performance - Commercial aerospace stocks have seen notable increases, with Guangwei Composites rising by 12%, and several other companies, including Zhongchao Holdings, Zhongheng Design, and Daye Co., reaching the daily limit of 10% [1] - Other companies such as Aerospace Hongtu and Huafeng Technology have increased by over 9%, while Zhongfu Shenying and Bomeng Electronics have risen by over 8% [1] - The total market capitalization of Guangwei Composites is 32.5 billion, with a year-to-date increase of 14.57% [2] Group 2: Regulatory Developments - On December 26, the Shanghai Stock Exchange issued guidelines for the listing of commercial rocket companies, effective immediately [1] - This regulatory change is expected to further stimulate interest and investment in the commercial aerospace sector [1] Group 3: Institutional Interest - The commercial aerospace sector has gained significant attention, with a surge in research reports and conference calls related to the industry [1] - In the past week alone, there has been a notable increase in deep research reports and cross-industry analysis from various brokers [1] - A total of 14 commercial aerospace-related companies have been investigated by institutions this month, with some popular companies attracting attention from over a hundred institutions [1]
中科环保:2026年1月7日召开2026年第一次临时股东会
Zheng Quan Ri Bao Wang· 2025-12-23 07:12
证券日报网讯12月22日晚间,中科环保(301175)发布公告称,公司定于2026年1月7日召开2026年第一 次临时股东会。 ...
中科环保董事长栗博:以科技创新赋能绿色转型 用实干担当践行“双碳”使命
Zheng Quan Ri Bao Wang· 2025-12-22 11:30
Core Viewpoint - The Central Economic Work Conference emphasizes innovation-driven growth and the promotion of a comprehensive green transition, aligning with the strategic goals of companies like Zhongke Environmental Technology [1][2] Group 1: Company Strategy and Alignment - Zhongke Environmental Technology has a development vision of "Technology Improves Environment" and has been deeply engaged in the solid waste resource utilization sector, aligning its corporate strategy with national policy directives [1] - The company has established long-term partnerships with over 10 research institutions and renowned universities, achieving a compound annual growth rate of 61% in R&D investment over the past five years [1] - Zhongke Environmental focuses on innovation-driven growth, enhancing its core capabilities in green development [1] Group 2: Green Energy Initiatives - The company is committed to a "short-term reliance on green energy" strategy, actively developing green thermal energy, green electricity, and green natural gas to expand applications in industrial and residential sectors [2] - Zhongke Environmental is creating four comprehensive green thermal energy centers and innovating a cross-industry collaboration model of "Environmental Protection + Aerospace" to build a green energy application system [2] - The company aims to leverage scientific decision-making and practical measures to fulfill its mission, contributing to the construction of a clean, low-carbon, safe, and efficient new energy system [2]
中科环保:12月22日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-12-22 09:31
每经AI快讯,中科环保(SZ 301175,收盘价:5.68元)12月22日晚间发布公告称,公司第二届第二十 四次董事会会议于2025年12月22日以腾讯会议形式召开。会议审议了《关于2025年度工资总额预算方案 的议案》等文件。 每经头条(nbdtoutiao)——新能源重卡爆单了,11月销量同比增长178%!两班倒都供不应求,客户直 接进厂催单,这情景十年难遇 2025年1至6月份,中科环保的营业收入构成为:生活类垃圾处理业务占比81.44%,PPP项目建造期收入 占比15.73%,环保设备销售及技术服务占比1.57%,危废处理业务占比0.71%,其他业务收入占比 0.55%。 截至发稿,中科环保市值为84亿元。 (记者 王晓波) ...
中科环保(301175) - 关于独立董事到期卸任暨选举独立董事的公告
2025-12-22 09:30
证券代码:301175 证券简称:中科环保 公告编号:2025-139 北京中科润宇环保科技股份有限公司 关于独立董事到期卸任暨选举独立董事的公告 本公司及董事会全体成员保证公告内容真实、准确和完整,不存在任何虚假 记载、误导性陈述或者重大遗漏。 北京中科润宇环保科技股份有限公司(以下简称"公司")于 2025 年 12 月 22 日召开第二届董事会第二十四次会议,审议通过了《关于独立董事到期卸任暨 选举独立董事的议案》,现将相关情况公告如下: 一、关于独立董事到期卸任的情况 经公司股东会同意选举为独立董事后,胡艳军女士将同时担任董事会提名委员会 委员职务,任期自股东会审议通过之日起至第二届董事会届满之日止。 胡艳军女士已完成深圳证券交易所组织的上市公司独立董事任前培训并取 得相关证明文件。其独立董事任职资格和独立性需经深圳证券交易所审核无异议 后,方可提交公司股东会审议。胡艳军女士承诺在担任公司独立董事期间,不以 任何形式从公司领取薪酬、津贴。 三、董事会提名委员会审查意见 经董事会提名委员会审核胡艳军女士任职条件和任职资格,全体委员认为: 独立董事候选人胡艳军符合相关法律法规和《公司章程》关于担任上市公司 ...