每经记者 张宝莲 每经编辑 马子卿 4月15日，节能国祯（SZ300388，股价6.80元，市值46.31亿元）召开2024年度股东大会。 2024年，公司全年实现营业收入38.37亿元，同比下滑7.04%；归母净利润3.67亿元，同比下滑6.54%；归母扣非净利润3.66亿元，同比增长6.14%。 会上，记者就公司近年应收账款逐年增大、未来是否持续聚焦主业、提高分红比例、市值管理等问题与公司董事会交流。 "水务行业的应收账款压力是全国性的，不是单一家企业的问题。"节能国祯董事长王堤指出，根源在于地方财政收支紧平衡背景下短期支付压力。他表示， 作为企业，要维持运转，要"吃饭"（保障自身运营健康），也要主动承担社会责任——在主业健康增长的前提下，分担客户暂时性的困难。 公司副总经理、董事会秘书石小峰向《每日经济新闻》记者表示，应收账款虽然在增长，但并未影响到公司的根本经营。 节能国祯股东大会办公室外 图片来源：每经记者 张宝莲 摄 回应"应收账款余额增加"：不会是长期性的 节能国祯主营业务围绕水资源的综合利用和开发业务展开，主要分为投资运营业务、环境工程EPC业务、水处理设备生产销售业务以及水环境设计咨询业 务 ...

今日聚焦 1、大秦铁路：获中信金融资产举牌 持股比例达5% 大秦铁路公告，4月10日，公司收到中国中信金融资产管理股份有限公司(简称"中信金融资产")出具的 《简式权益变动报告书》，告知其通过委托设立的单一资产服务信托——中信信托壹号资产服务信托项 目于二级市场增持公司201.25万股股票。本次增持后，中信金融资产合计持有大秦铁路A股普通股10.07 亿股，占大秦铁路已发行股份总数的5%。 2、5连板连云港：公司主营业务未发生变化 目前生产经营活动正常 连云港公告称，公司股票连续三个交易日内日收盘价格涨幅偏离值累计达20%，属于股票交易异常波 动。公司主营业务为港口货物装卸、仓储及其他港务管理业务，公司主营业务未发生变化。截至本公告 日，公司目前生产经营活动正常，行业政策没有发生重大调整，不存在其他应披露而未披露的重大信 息。公司股价短期波动幅度较大，敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 3、大丰实业：与智元机器人签订股权合作协议 开发人形机器人项目 大丰实业公告，近日，公司与上海智元新创技术有限公司(简称"智元机器人")签订《股权合作协议》， 双方就开发匹配文娱体旅商场景需求的人形机器人 ...

Group 1 - A batch of A-share listed companies announced share buybacks and increases in holdings, with companies accelerating their actions [1] - GoerTek's controlling shareholder completed the share increase plan, with a total expenditure of approximately 1 billion yuan [2] - Daqin Railway received a stake increase from CITIC Financial Assets, reaching a holding ratio of 5% [2] Group 2 - New Fengming plans to increase its shareholding by 200 million to 300 million yuan [1] - Baotai shares plans to increase its shareholding by 150 million to 300 million yuan [1] - Junsheng Electronics plans to increase its shareholding by 50 million to 100 million yuan [1] Group 3 - China Railway proposed a share buyback of 800 million to 1.6 billion yuan to reduce registered capital [1] - Sichuan Jiuzhou proposed a share buyback of 100 million to 200 million yuan for the same purpose [1] - Energy National Zhen proposed a share buyback of 50 million to 100 million yuan [1]

Group 1: Financial Performance and Management - The company reported an asset impairment provision of 120 million yuan, which cannot be reversed in future periods according to accounting standards [2] - The board will consider increasing the dividend rate as part of the shareholder return plan [3] - The company emphasizes high-quality development and investor return, actively managing its market value [3] Group 2: Market Strategy and Competition - The company leverages its parent company, China Energy Conservation, to enhance market share in the water environment sector [3] - It aims to expand its national footprint while focusing on major regional development strategies [4] - The company is actively pursuing overseas business opportunities [4] Group 3: Technological Advancements - Ongoing research includes integrated watershed management and low-carbon upgrades for industrial parks, with some technologies entering the application phase [4] - The company has implemented AI control systems in its facilities, significantly improving operational efficiency and water quality management [4] Group 4: Cost Management and Efficiency - The company is implementing various technologies to reduce energy consumption and operational costs, thereby supporting sustainable revenue growth [5] - Measures include optimizing project design processes and promoting solar energy applications to lower expenses [5] Group 5: Corporate Governance - The company is in the process of facilitating board elections, pending nominations from major shareholders [4] - The company has a clear strategy for addressing internal competition among its water assets [4]

证券代码：300388 证券简称：节能国祯 公告编号：2025-016 中节能国祯环保科技股份有限公司 一、累计诉讼、仲裁事项基本情况 截至本公告披露日，公司及公司控股子公司连续十二个月内累计诉讼、仲裁 涉案金额合计5.05亿元，占公司最近一期经审计归属于上市公司股东的净资产 44.77亿元的11.28%。案件的主要情况详见本公告附件《累计诉讼、仲裁案件情 况统计表》。 二、其他尚未披露的诉讼、仲裁事项 截至本公告披露日，公司不存在应披露而未披露的其他重大诉讼、仲裁事项。 三、本次公告的诉讼、仲裁事项对公司本期利润或期后利润的可能影响 对于公司涉及的诉讼、仲裁案件，公司将积极应诉，妥善处理，依法保护公 司及广大投资者的合法权益。鉴于部分诉讼、仲裁案件尚在进行过程中，相关诉 讼、仲裁事项对公司本期利润或期后利润的影响存在不确定性。公司将依据企业 会计准则的要求和届时的实际情况进行相应的会计处理。 四、其他应注意事项 公司将密切关注有关案件的后续进展，积极采取相关措施维护公司和股东利 益，并依照《深圳证券交易所创业板股票上市规则》的有关要求，及时履行信息 关于累计诉讼、仲裁情况的公告 本公司及董事会全体成员保证信 ...

【业绩】 亚钾国际：第一大股东将变更为汇能集团。 人民财讯3月14日电，【热点】 【增减持】 【回购】 兆丰股份：目前兆丰智能装备公司尚未开展经营业务。 深水海纳：与水环境相关的海洋工程智能装备等业务在公司主营业务收入中占比极低。 宁德时代：2024年净利润同比增长15.01%，拟10派45.53元。 东方财富：2024年净利润96.1亿元，同比增长17.29%。 平安银行：2024年净利润445.08亿元同比下降4.2%。 陕西煤业：2024年净利润221.96亿元，同比下降3.97%。 方正证券业绩快报：2024年净利润22.07亿元，同比增长2.55%。 天茂集团：国华人寿保险前2月保费收入约为80.35亿元。 中国国航：2月旅客周转量同比下降3%。 中国中冶：1—2月新签合同额同比下降27.5%。 常铝股份业绩快报：2024年净利润7077.08万元，同比增368.46%。 招商港口：2月集装箱总计1429万TEU，同比增长6.6%。 中国神华：2月煤炭销售量同比下降11.4%。 尚太科技：2024年净利润同比增长15.97%，拟10派8元。 德赛西威：2024年净利润同比增长29.62%，拟10派1 ...

Investment Rating - The report assigns an "Overweight" rating for the environmental sector, consistent with the previous rating [1]. Core Insights - The national carbon market is accelerating its development with the first batch of CCER (Certified Emission Reduction) registrations initiated, indicating a growing demand for carbon credits [8][11]. - The report highlights a significant drop in weekly trading volumes for carbon emissions allowances, with CEA (Carbon Emission Allowance) transactions at 210,300 tons, down 66% from the previous week, and an average price of 87.66 yuan/ton, a decrease of 1% [6][17]. - The CCER methodology has expanded its coverage, with new methodologies introduced for coal mine low-concentration gas utilization and energy-saving in highway tunnel lighting systems [10][11]. Summary by Sections Weekly Investment Perspective - The existing CCER has expired, and the methodology has broadened, with the first batch of methodologies now open for CCER registration. Investment opportunities are recommended in the recycling resources and carbon monitoring sectors [8][9]. - CCER can be used to offset carbon emission allowances in the national carbon market, with a cap of 5% on offsets [9][10]. Environmental Sector Performance - The environmental sector saw a weekly increase of 2.29%, while other sectors like gas and water utilities experienced slight declines [14]. - Top-performing stocks included SanDe Technology (+36.67%) and NingShui Group (+31.87%), while the worst performers were WeiPaiGe (-14.56%) and AnChe Detection (-6.04%) [6][17]. Carbon Neutrality Tracking - The report notes that by 2027, a voluntary disclosure policy for corporate greenhouse gas emissions will be established, with a complete framework expected by 2030 [21]. - The national carbon market is set to expand beyond the power sector to include industries such as cement and steel, with a projected increase in annual greenhouse gas emissions coverage from 4.5 billion tons to 7.5 billion tons [9][10]. Recommendations - The report recommends several companies based on their potential benefits from the evolving carbon market, including: - Snowy Dragon for online monitoring of pollution sources - SanFeng Environment and HanLan Environment for waste incineration - High Energy Environment for recycled metals [12][13].

Key Points - The People's Bank of China is considering a timely reduction in reserve requirements and interest rates, indicating that there is room for downward adjustment in structural monetary policy tool rates [5][6][7] - The number of private enterprises in China has rapidly increased, reaching 56.707 million by the end of January 2025, which is 5.2 times the number in 2012 [8] - The China Logistics and Purchasing Federation reported that the e-commerce logistics market showed signs of stabilization in February 2025, with the e-commerce logistics index at 108.9 points, a slight decrease of 0.3 points from the previous month [9][10] - The total business volume index for e-commerce logistics in February was 123.3 points, reflecting a year-on-year increase of 1.1 points [9][10] - The rural e-commerce logistics business volume index slightly declined to 120.4 points in February, with a decrease of 0.4 points from the previous month [9][10] - The inventory turnover rate and actual load rate indices have rebounded, indicating improved supply capabilities in e-commerce logistics [9][10] - The Ministry of Commerce is promoting the expansion of pilot programs in telecommunications, healthcare, and education sectors to enhance service supply quality [14] - The National Development and Reform Commission plans to introduce specific solutions to address structural contradictions in key industries [15]

Group 1 - The five departments, including the People's Bank of China, emphasized support for private enterprises to grow through capital markets, focusing on implementing policies to alleviate financing difficulties [2] - The manufacturing Purchasing Managers' Index (PMI) rose to 50.2% in February, indicating a significant recovery in manufacturing activity [3] - DeepSeek's reported theoretical daily profit of 3.46 million RMB was clarified to be overstated, as actual income is lower due to pricing and service structure [4] Group 2 - Xpeng Motors delivered 30,453 vehicles in February, a year-on-year increase of 570.03%, while Li Auto and Leap Motor also reported significant growth in deliveries [5] - BYD's cumulative sales of new energy vehicles reached 623,400 units in the first two months, marking a year-on-year growth of 92.52% [12] - Geely's February vehicle sales were 204,900 units, reflecting an approximate 84% year-on-year increase [14]

暨持股比例变动达到 1%的公告 公司控股股东中国节能环保集团有限公司保证向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。 证券代码：300388 证券简称：节能国祯 公告编号：2024-069 中节能国祯环保科技股份有限公司 关于控股股东增持公司股份计划进展 占公司总股本的 4.574%，现将有关情况公告如下： 1.基本情况 信息披露义务人 中国节能环保集团有限公司 住所 北京市大兴区宏业东路 1 号院 25 号楼 权益变动时间 2024 年 11 月 29 日至 2024 年 12 月 4 日 股票简称 节能国祯 股票代码 300388 变动类型 （可多 选） 增加 减少□ 一致行动人 有 无□ 是否为第一大股东或实际控制人 是 否□ 2.本次权益变动情况 股份种类（A 股、B 股等） 增持/减持股数（万股） 增持/减持比例 A 股 972.162 1.427% 合 计 972.162 1.427% 本次权益变动方式（可多 选） 通过证券交易所的集中交易 协议转让 □ 通过证券交易所 ...