2025 年前三季度权益分派实施公告 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。 中节能国祯环保科技股份有限公司（以下简称"公司"）2025 年前三季度 权益分派方案已获 2025 年 11 月 14 日召开的 2025 年第三次临时股东大会审议通 过，现将权益分派事宜公告如下： 一、股东会审议通过利润分配方案情况 1.公司 2025 年第三次临时股东大会审议通过的权益分派方案为：以实施权 益分派股权登记日登记的总股本为基数，向全体股东每 10 股派发现金红利 0.65 元（含税），不送红股，不进行资本公积金转增股本，按照目前的总股本 681,042,231 股计算，实际将对外分红 44,267,745.02 元。 若在利润分配预案披露日至实施权益分派股权登记日期间，公司总股本发生 变化的，公司将按照"分配比例不变"的原则，相应调整分配总额。 证券代码：300388 证券简称：节能国祯 公告编号：2026-001 中节能国祯环保科技股份有限公司 4.本次实施分配方案距离股东会审议通过的时间未超过两个月。 二、权益分派方案 本公司 2025 年前三季度权益分 ...

Group 1 - The core viewpoint of the article highlights the growth and export performance of China's water production and supply industry, indicating a positive trend in the sector [1] - In November 2025, the export value of the water production and supply industry reached 470 million yuan, representing a year-on-year increase of 1.6% [1] - From January to November 2025, the cumulative export value of the industry was 5.19 billion yuan, with a year-on-year growth of 0.7% [1] Group 2 - The article references various listed companies in the water industry, including Ba'an Water (300262), Energy Conservation Guozhen (300388), and others, indicating a diverse market landscape [1] - A report by Zhiyan Consulting titled "2026-2032 China Drinking Water Industry Market Special Research and Investment Prospects" is mentioned, suggesting ongoing research and analysis in the sector [1] - Zhiyan Consulting is described as a leading industry consulting firm in China, providing comprehensive industry research reports and tailored services to support investment decisions [1]

Group 1 - The EU carbon tariff will officially be implemented on January 1, 2026, initially affecting industries such as cement, steel, aluminum, fertilizers, electricity, and hydrogen, with potential expansion to chemicals, plastics, ceramics, paper, and organic basic chemicals by 2027 [1] - The current EU ETS carbon price is approximately €80-90 per ton, which is about 13 times higher than China's current carbon price, significantly increasing the cost of exports to the EU [1] - Companies are encouraged to focus on reducing carbon emissions and adapting to carbon tariffs through the circular economy, particularly in sectors like recycled resources, recycling systems, green steam, and green methanol [1] Group 2 - Recent debt resolution actions by listed companies, such as Chuangye Environmental and Mongolian Grass Ecology, indicate a rapid advancement in local debt resolution processes [2] - Local governments are optimizing cash flow through one-time payments of historical debts, early termination of PPP projects, and debt restructuring, which is expected to enhance the market value of many environmental companies [2] - Companies with significant accounts receivable, particularly from government-funded projects, are likely to see notable improvements in market value and profit recovery, especially in solid waste, water services, sanitation, ecological restoration, and water treatment sectors [2] Group 3 - High dividend assets remain attractive, with environmental companies achieving significant excess returns despite a weaker overall dividend environment in 2025 [3] - Notable stock price increases for companies such as China Everbright Environment and Huaneng Environment, with annual growth rates of 31.7%, 26.3%, 46.7%, and 30.6% respectively [3] - The expectation of continued dividend increases is supported by reduced funding needs due to fewer new project orders, making companies like Huaneng Environment, Shanghai Industrial Holdings, and others worthy of attention [3]

Group 1: Company Announcements - Zhongwei Company plans to acquire 64.69% equity of Hangzhou Zhonggui through a combination of share issuance and cash payment, aiming to enhance its capabilities in CMP equipment and solutions [1] - Lixun Precision intends to repurchase shares worth between 1 billion to 2 billion RMB for employee stock ownership plans or equity incentives, with a maximum repurchase price of 86.96 RMB per share [2] - ZaiJing Pharmaceutical has reached a global strategic cooperation and licensing agreement with AbbVie for the development and commercialization of ZG006, receiving an upfront payment of 100 million USD [3] - Tianci Materials expects a net profit increase of 127% to 231% for 2025, driven by significant growth in lithium-ion battery material sales [4] - Meike Home plans to acquire 100% equity of Shenzhen Wande Technology through share issuance and cash payment, with stock resuming trading on January 5, 2026 [6][7] - ST KeliDa is planning a change in control, with stock suspension starting January 5, 2026, due to the transfer of 100% equity of its controlling shareholder [8] - Xinzhou Bang intends to invest approximately 260 million USD in a lithium-ion battery materials project in Saudi Arabia, enhancing its global capacity and supply chain [9] Group 2: Financial Performance - Kid's King anticipates a net profit increase of 51.72% to 82.06% for 2025 [9] - Guangku Technology expects a net profit growth of 152% to 172% for 2025 [9] Group 3: Mergers and Acquisitions - Xidi Micro plans to acquire 100% equity of Chengxin Micro for 310 million RMB [9] - Haili Biological's subsidiary intends to acquire 51% equity of seven dental chain companies for 61.2 million RMB [9]

12月31日晚，天赐材料(002709)发布公告称，公司预计归属于上市公司股东的净利润为11亿-16亿元，比 上年同期增长127.31%-230.63%；预计基本每股收益为0.57-0.83元/股。 孩子王：2025年净利润同比预增51.72%-82.06% 12月31日晚，孩子王(301078)发布公告称，公司预计2025年度归属于上市公司股东的净利润为2.75 亿-3.30亿元，比上年同期增长51.72%-82.06%；预计扣除非经常性损益后的净利润为2.05亿-2.50亿元， 同比增长71.12%-108.68%。 长联科技：拟出资3000万元参设基金 首钢股份：2025年净利润同比预增95%-125% 12月31日晚，首钢股份(000959)发布公告称，公司发布2025年度业绩预告，预计归属于上市公司股东的 净利润为9.2亿-10.6亿元，比上年同期增长95.29%-125.01%。 传化智联：2025年净利润同比预增256.07%-361.57% 12月31日晚，传化智联(002010)发布公告称，预计2025年度归属于上市公司股东的净利润为5.4亿-7亿 元，比上年同期的1.52亿元增长256.0 ...

Core Viewpoint - The company, Energy National Zhen (300388.SZ), has signed a termination agreement for a PPP project with the Changyuan Water Conservancy Bureau, which is expected to positively impact the company's net profit for the year 2025, pending audit confirmation [1] Group 1 - The project company, Changyuan Zhongdian Construction Northwest Institute National Zhen Environmental Protection East District Water System Management Co., Ltd., is involved in the terminated project [1] - The termination agreement is related to the Changyuan County Flood Prevention and Waterlogging Removal and Water Ecological Civilization City Construction East District Project [1] - The company will continue to monitor the developments regarding this early termination and will fulfill its information disclosure obligations in accordance with relevant laws and regulations [1]

Core Viewpoint - The company, Energizing Guozhen (300388.SZ), has signed a termination agreement for a PPP project with the Changyuan Water Conservancy Bureau, which is expected to positively impact the company's net profit for the year 2025, pending audit confirmation [1] Group 1 - The project company, Changyuan Zhongdian Construction Northwest Institute Guozhen Environmental Protection East District Water System Management Co., has been involved in the terminated PPP project [1] - The termination agreement is related to the flood prevention and water ecological civilization city construction project in Changyuan County [1] - The company will continue to monitor the developments regarding this early termination and will fulfill its information disclosure obligations as per relevant laws and regulations [1]

证券代码：300388 证券简称：节能国祯 公告编号：2025-078 中节能国祯环保科技股份有限公司 关于参股项目公司签署 PPP 项目终止协议的公告 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。 中节能国祯环保科技股份有限公司（以下简称"公司"）及参股公司长垣中 电建西北院国祯环保东区水系治理有限公司（以下简称"项目公司"）于近日与 长垣市水利局签署《长垣县防汛除涝及水生态文明城市建设东区工程 PPP 项目终 止协议书》（以下简称"《终止协议》"）。现将具体情况公告如下： 一、项目背景 公司作为联合体成员于 2017 年 12 月中标《长垣县防汛除涝及水生态文明城 市建设东区工程PPP项目》，项目内容：对东部区域内 6 条主要河道进行清淤、 扩挖，新开挖河道 1 条，共计治理河道 7 条，河道治理总长度 49.37km；新建及 改造建筑物 14 座，其中新建拦水坝 6 座，固定堰 3 座，新建交通桥 1 座，平板 桥 4 座；新建或改造带景观功能的景观湖或景观坑塘 5 个；拆除重建生产桥涵 60 座。具体内容详见 2018 年 1 月 2 日及 2018 ...

Core Viewpoint - The medical water treatment industry in China is experiencing a transition from rapid expansion to high-quality structural adjustment, with a shift in demand from "new equipment" to "upgrading and maintenance" driven by intelligent upgrades [1][4][8]. Market Overview - The medical water treatment industry is a sub-sector of the environmental protection industry, focusing on treating wastewater generated by medical institutions, which contains pathogenic microorganisms and hazardous pollutants [2][4]. - The market size of China's medical water treatment industry reached 11.698 billion yuan in 2023, with a year-on-year growth of 15.2%. However, it is projected to decline to 9.997 billion yuan in 2024 due to various factors [1][8]. Market Policies - The Chinese government emphasizes the development of the medical water treatment industry, incorporating medical water safety into public health strategies and issuing various policies to enhance industry standards and quality control [4][5]. Industry Structure - The industry consists of upstream sectors (wastewater treatment equipment and chemicals), midstream (project construction and facility operation), and downstream (various medical institutions) [6][8]. - The demand market is primarily composed of hospitals at different levels, with tertiary and secondary hospitals having higher standards for water treatment [6][8]. Competitive Landscape - The medical water treatment industry in China is highly competitive, with numerous participants including specialized water treatment companies, environmental engineering firms, and medical equipment manufacturers [9][10]. - Key players include Anhui Huaki Environmental Protection Technology Co., Ltd., Beijing Qingshuiyuan Technology Co., Ltd., and others, with a focus on advanced technologies and customized solutions for medical wastewater treatment [10][12]. Development Trends - Future technological advancements in the medical water treatment industry will focus on handling special pollutants and enhancing purification efficiency, with innovations in membrane materials and advanced oxidation processes [13][14]. - The industry is expected to move towards low-carbon development, with increased application of energy-saving technologies and a focus on energy consumption control and carbon emission management [14].

（文章来源：证券日报） 证券日报网讯 12月23日，节能国祯发布公告称，公司第八届董事会第七次会议于2025年12月23日以通 讯表决方式召开，会议审议通过《关于修订的议案》。 ...