格隆汇12月15日丨舜禹股份(301519.SZ)公布，截至2025年12月15日，回购期限届满，公司通过回购专 用证券账户以集中竞价交易方式累计回购公司股份5,034,242股，占公司目前总股本的3.07%，最高成交 价为13.90元/股，最低成交价为11.86元/股，成交金额人民币64,971,781.90元（不含交易费用）。本次回 购金额已达到回购方案中回购股份的资金总额不低于人民币5,000万元（含）且未超过回购股份的资金 总额上限人民币10,000万元（含），本次回购方案实施完毕。上述回购符合相关法律法规、规范性文件 及公司回购股份方案的有关规定。 ...

Core Viewpoint - The company has completed its share repurchase plan, acquiring a total of 5.0342 million shares, which represents 3.07% of its total share capital, with a total transaction amount of approximately 64.9718 million RMB [1] Summary by Relevant Sections - **Share Repurchase Details** - The company repurchased shares through centralized bidding, with a maximum transaction price of 13.9 RMB per share and a minimum price of 11.86 RMB per share [1] - The total amount spent on the repurchase has reached the lower limit of the planned repurchase fund, while remaining below the upper limit [1] - **Post-Repurchase Holdings** - Out of the repurchased shares, 2.079 million shares have been transferred to the "Anhui Shunyu Water Co., Ltd. - 2025 Employee Stock Ownership Plan" dedicated securities account [1] - The remaining 2.9552 million shares are held in the company's repurchase dedicated securities account [1]

安徽舜禹水务股份有限公司 关于股份回购结果暨股份变动的公告 证券代码：301519 证券简称：舜禹股份 公告编号：2025-082 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、误导性陈述或者重大遗漏。 安徽舜禹水务股份有限公司（以下简称"公司"）于 2024 年 11 月 25 日召 开第三届董事会第十九次会议、第三届监事会第十七次会议，于 2024 年 12 月 13 日召开 2024 年第三次临时股东会，审议通过了《关于回购公司股份方案的议 案》，同意公司使用自有资金及银行回购专项贷款以集中竞价交易方式回购公司 已发行的部分人民币普通股（A 股）股份，回购的股份将用于实施股权激励计划 或员工持股计划和注销减少注册资本。本次回购股份的资金总额不低于人民币 5,000 万元（含）且不超过人民币 10,000 万元（含），回购价格不超过 19.80 元/ 股，具体回购资金总额以回购完毕或回购实施期限届满时实际回购股份使用的资 金总额为准。本次回购期限自股东会审议通过本次回购股份方案之日起不超过 12 个月。具体内容详见 2024 年 11 月 26 日、2024 年 12 月 18 ...

全球商业航天投资增加，美国 SpaceX 公司 Starlink 计划已发射大量卫 星，中国星网也在快速追赶，但中美之间仍存在差距。中国商业航天在 政策支持下快速发展，行业迎来拐点期。 中国发布《商业航天高质量发展行动计划》，目标到 2027 年实现生态 协同、安全科研生产及产业规模壮大。商业航天产业链复杂，涉及原材 料、卫星/火箭制造、地面设施、发射服务及运营应用等环节。 商业航天是军民融合领域，平时可自给自足，战时作用重要。卫星技术 向集成化、智能化、小型化发展，通过专属芯片、大存储及算法优化解 决智能化瓶颈。 商业通信卫星商业模式明确，落地预期高，尤其手机直连等场景。低轨 道通信小卫星建设是重点，兴网发射加速，行业前景乐观。高通量通信 卫星（HTS）使用 KU/KA 频段，存在时延问题。 激光通信是商业星座关键技术，实现数据漫游，降低对地面站依赖。国 内供应商提供激光链路瞄准系统，降低成本，使激光通讯载荷具备产业 化潜力。 Q&A 商业航天与传统军工的区别是什么？商业航天有哪些关键特点和重要变化？ 商业航天与传统军工的主要区别在于其市场化机制和以获取商业利润为首要目 标。商业航天包括卫星制造、火箭发射和 ...

Core Insights - A total of 214 listed companies in the Shanghai and Shenzhen markets have undergone institutional research this week, with the machinery, automotive, and electronics sectors receiving the highest frequency of attention [1] Industry Summary - **Top Industries by Institutional Research**: - Machinery Equipment: 32 companies - Automotive: 25 companies - Electronics: 19 companies - Basic Chemicals: 18 companies - Pharmaceutical Biology: 15 companies - Non-ferrous Metals: 13 companies - Textile and Apparel: 12 companies [2] - **Subsector Focus**: - The top three subsectors attracting institutional interest are automotive parts, specialized equipment, and general equipment. Additionally, interest in industrial metals and home textiles has increased [2] Company Summary - **Most Frequently Researched Companies**: - Both Boying Special Welding and Oke Yi have been researched 4 times each - The top three companies by institutional visit reception are Zhongke Shuguang and Haiguang Information, each receiving 341 visits, followed by Weichuang Electric with 112 visits [3][5] - **Market Performance**: - Companies in the commercial aerospace sector have shown active market performance, with Chaojie Co. reporting significant business developments in commercial rocket manufacturing and expected revenue growth in 2026 [5][6] - Huazhong Cable has secured a market share of 70%-80% in supporting major rocket series and has also reported strong market performance [8] - Sry New Materials has achieved over 17% increase in stock price following successful tests related to reusable rocket engines [10] - Hualaiwo has seen a 20% increase in stock price due to a surge in orders for satellite testing systems [12]

Commercial Aerospace - Aerospace Technology has successfully developed commercial aerospace clients such as Blue Arrow Aerospace and Tianbing Technology [1] - Unigroup Guowei's FPGA, refresh chips, memory, and bus interface products are being gradually introduced into the commercial aerospace sector [1] - Chaojie Co., Ltd. estimates that the value of structural components for a single rocket is approximately 15 million yuan, with rapid revenue growth expected in commercial aerospace-related businesses by 2026 [1] Chip Industry - Gree Electric's silicon carbide power chips have expanded from the home appliance sector to new energy, industrial, and special scenarios [1] - Yingtang Zhikong's storage chip business has significantly increased year-on-year due to industry demand [1] Nuclear Power - China Uranium Corporation has signed a long-term trade agreement with China Nuclear Power to supply natural uranium to its subsidiaries [1] Satellite Communication - Tianhe Defense's RF devices and chip products are applicable in the satellite communication field [1] 3D Printing - Changjiang Materials produces 3D printing sand used in 3D printed sand casting [1] Other Applications - Zhongtai Co., Ltd.'s cryogenic equipment and independently operated special gases have been applied in the aerospace sector [1] - Tongguang Cable's sales of high-temperature resistant cables for aerospace applications constitute a small proportion of total revenue [1] - Putian Technology's PCB products are partially applied in the commercial aerospace sector [1] - Kexiang Co., Ltd.'s PCB products are applicable in aerospace, with existing supply agreements [1] - Shaanxi Huada has long provided supporting products for the Long March series rockets [1] Power Cable and Server Products - Honglin Electric's subsidiary has achieved bulk shipments of high-speed copper cable connection products [2] - Guangdian Yuntong's subsidiary has integrated Moores Threads graphics cards into some server products [2] Retail and Supply Chain - Liangpinpuzi has implemented a "store dynamic replenishment decision dataset," effectively shortening procurement decision time [2]

每经AI快讯，舜禹股份（SZ 301519，收盘价：13.99元）12月10日晚间发布公告称，公司第四届第六次 董事会会议于2025年12月10日在安徽省合肥市长丰县双凤经济开发区淮南北路8号公司会议室以现场结 合通讯的方式召开。会议审议了《关于控股子公司开展应收账款无追索权保理业务的议案》等文件。 2025年1至6月份，舜禹股份的营业收入构成为：污水处理占比50.28%，二次供水占比48.99%，其他业 务占比0.72%。 截至发稿，舜禹股份市值为23亿元。 每经头条（nbdtoutiao）——最新1520元，飞天茅台批价两年跌了43%，经销商躺赢神话破灭，当潮水 退去谁在裸泳？ （记者 王瀚黎） ...

安徽舜禹水务股份有限公司（以下简称"公司"）第四届董事会第六次会议 于 2025 年 12 月 10 日（星期三）在安徽省合肥市长丰县双凤经济开发区淮南北 路 8 号公司会议室以现场结合通讯的方式召开。会议通知于 2025 年 12 月 9 日以 微信、邮件通知方式发出。经全体董事一致同意豁免会议通知期限要求，与会的 各位董事已知悉与所议事项相关的必要信息。本次会议应出席董事 9 人，实际出 席董事 9 人（其中以通讯方式出席的董事有李静、罗彪、贺宇）。 会议由董事长邓帮武先生主持，高管列席。会议召开符合《中华人民共和国 公司法》等有关法律、法规、规章和《安徽舜禹水务股份有限公司章程》的规定。 安徽舜禹水务股份有限公司 第四届董事会第六次会议决议公告 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。 一、董事会会议召开情况 证券代码：301519 证券简称：舜禹股份 公告编号：2025-081 二、董事会会议审议情况 经各位董事认真审议，会议形成了如下决议： （一）审议通过《关于控股子公司开展应收账款无追索权保理业务的议案》 经与会董事审议，认为：公司控股子公司 ...

关于控股子公司开展应收账款无追索权保理业务的公告 证券代码：301519 证券简称：舜禹股份 公告编号：2025-080 安徽舜禹水务股份有限公司 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、误导性陈述或者重大遗漏。 一、交易概述 根据经营发展需要，安徽舜禹水务股份有限公司（以下简称"公司"）控股 子公司合肥北城舜禹生态科技有限公司（以下简称"北城舜禹"）拟与包括但不 限于各类商业银行及商业保理公司等具备相关业务资格的机构（以下简称"合作 机构"）开展应收账款无追索权保理业务，保理融资金额总计不超过人民币 2 亿元，保理业务授权期限为自公司第四届董事会第六次会议召开之日起 1 年内， 具体每笔保理业务期限以单项保理合同约定期限为准。 公司于 2025 年 12 月 10 日召开第四届董事会第六次会议审议通过了《关于 控股子公司开展应收账款无追索权保理业务的议案》，根据《深圳证券交易所创 业板股票上市规则》及《公司章程》等相关规定，该事项无需提交股东会审议。 上述事项不构成关联交易，也不构成《上市公司重大资产重组管理办法》规 定的重大资产重组。 二、保理业务的主要内容 1、业务概述 ...

Summary of Key Points Core Viewpoint - On December 9, a total of 36 stocks were involved in institutional trading, with 17 stocks showing net buying by institutions and 19 stocks showing net selling [2]. Institutional Net Buying - The top three stocks with the highest net buying by institutions were: - Dekeli: Net buying amount of 175 million yuan, with a price increase of 20.00% [3]. - Tongyu Communication: Net buying amount of 70.71 million yuan, with a price decrease of 8.30% [3]. - Haixin Food: Net buying amount of 64.93 million yuan, with a price increase of 8.43% [3]. Institutional Net Selling - The top three stocks with the highest net selling by institutions were: - Yonghui Supermarket: Net selling amount of 342 million yuan, with a price increase of 9.95% [4]. - Leike Defense: Net selling amount of 151.80 million yuan, with a price increase of 10.01% [4]. - Shaanxi Huada: Net selling amount of 70.07 million yuan, with a price increase of 20.00% [4].