Core Viewpoint - Dayu Water-saving (300021.SZ) forecasts a net profit attributable to shareholders for 2025 between 43.5 million to 64.9 million yuan, representing a year-on-year decline of 20.00% to 46.38% [1] - The company expects a net profit of 30.5 million to 45 million yuan after deducting non-recurring gains and losses, indicating a year-on-year growth of 60.38% to 136.63% [1] Group 1 - The company's core business order volume and project delivery scale have decreased year-on-year due to the impact of the macroeconomic environment and a temporary lag in industry investment, leading to a decline in main business revenue [1] - The company has effectively improved overall operational efficiency through supply chain optimization, sector collaboration, and cost control measures [1] Group 2 - The decrease in non-recurring gains is primarily attributed to a significant decline in investment income and asset disposal gains, which affected the profit scale for the period [1] - The substantial growth in net profit after deducting non-recurring gains and losses indicates that the company's main business remains robust, and cost control measures have been effective [1]

南财智讯1月29日电，大禹节水发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 4350万元—6490万元，同比预减20.00%—46.38%；预计2025年全年归属于上市公司股东的扣除非经常 性损益的净利润为3050万元—4500万元，同比预增60.38%—136.63%。业绩变动原因说明：1、报告期 内，受宏观经济环境及行业投资出现短暂滞后的影响，公司核心业务订单量与项目交付规模同比有所减 少，导致本期主营业务收入同比下降；公司通过供应链优化、板块协同、费用管控等举措，有效改善了 公司整体运营效率。2、报告期内，非经常性收益减少的原因主要为投资收益、资产处理收益等非经常 性收益同比大幅下降，影响了本期利润规模。但扣除非经常损益后的净利润实现了较大程度的增长，显 示公司主营业务保持稳健，成本管控成效显著。 ...

证券代码：300021 证券简称：大禹节水 公告编号：2026－006 大禹节水集团股份有限公司 关于对外担保进展公告 本公司及其董事会全体成员保证信息披露的内容真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 一、 担保情况概述 大禹节水集团股份有限公司（以下简称"公司"）分别于2025年04月21日、 2025年05月13日召开了第六届董事会第三十八次会议和2024年年度股东大会，审 议通过了《关于公司2025年度对外担保额度预计的议案》，同意公司在2025年度 为下属公司的融资提供担保额度总计不超过人民币32.70亿元，担保方式包括但 不限于保证、质押、抵押；担保期限以实际签署的担保协议为准。公司可以根据 实际情况，在上述额度范围内，在符合要求的担保对象之间进行担保额度的调剂。 担保额度的调剂不跨越资产负债率超过70%的标准进行调剂。 公司分别于2025年12月12日、2025年12月29日召开第七届董事会第十次（临 时）会议和2025年第六次临时股东会，审议通过《关于调整对子公司担保额度预 计的议案》，同意在2024年度股东大会授权的担保额度基础上，对上述担保额度 及相关事项进行调整，担保总金 ...

证券代码：300021 证券简称：大禹节水 公告编号：2026-005 大禹节水集团股份有限公司 2025 年度业绩预告 2、业绩预告情况：自愿性业绩预告 （1）以区间数进行业绩预告的 单位：万元 | 项 目 | | | 本会计年度 | | 上年同期 | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股 | 比上年同期 | 4,350 | ～ | 6,490 | 8,112.79 | | 东的净利润 | | 46.38% | ～ | 20.00% | | | | 下降 | | | | | | 扣除非经常性损益 | | 3,050 | ～ | 4,500 | | | 后的净利润 | 比上年同期 | 60.38% | ～ | 136.63% | 1,901.74 | | | 增长 | | | | | 二、与会计师事务所沟通情况 本次业绩预告数据是大禹节水集团股份有限公司（以下简称"公司"）财务部门初步测算结果， 未经会计师事务所审计。公司就本次业绩预告与会计师事务所进行预沟通，公司与会计师事务所在业绩 预告相关财务数据方面不存在重大分歧。 三、业绩变动原因说明 本公 ...

Core Viewpoint - The agricultural sector experienced a rise of 1.96% on January 29, with HuiLong Co., Ltd. leading the gains, while the overall market showed mixed results with the Shanghai Composite Index up by 0.16% and the Shenzhen Component Index down by 0.3% [1] Group 1: Market Performance - The agricultural sector's main stocks showed varied performance, with HuiLong Co., Ltd. closing at 6.59, up by 2.01%, and DaYu Irrigation closing at 4.87, up by 1.88% [1] - The trading volume for HuiLong Co., Ltd. was 341,800 shares, with a transaction value of 224 million yuan, while DaYu Irrigation had a trading volume of 354,600 shares, with a transaction value of 172 million yuan [1] Group 2: Capital Flow - The agricultural sector saw a net inflow of 46.15 million yuan from main funds, while retail funds experienced a net outflow of 24.16 million yuan [1] - HuiLong Co., Ltd. had a main fund net inflow of 39.38 million yuan, but also saw significant outflows from both retail and speculative funds [1]

Core Viewpoint - The agricultural sector experienced a rise of 1.46% on January 28, with Runong Water Saving leading the gains [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4151.24, up by 0.27% [1] - The Shenzhen Component Index closed at 14342.9, up by 0.09% [1] - Key stocks in the agricultural sector showed the following performance: - Runong Water Saving (code: 920964) closed at 7.16, up by 2.43% with a trading volume of 51,900 shares and a transaction value of 37.22 million yuan [1] - Huilong Co., Ltd. (code: 002556) closed at 6.46, up by 1.89% with a trading volume of 226,700 shares and a transaction value of 146 million yuan [1] - Dayu Water Saving (code: 300021) closed at 4.78, up by 0.84% with a trading volume of 226,000 shares and a transaction value of 108 million yuan [1] Group 2: Capital Flow - The agricultural sector saw a net inflow of 13.26 million yuan from main funds, while retail funds experienced a net outflow of 6.56 million yuan [1] - Individual stock capital flows were as follows: - Huilong Co., Ltd. had a net inflow of 7.91 million yuan (5.41%) but a net outflow of 9.36 million yuan (-6.40%) from retail investors [1] - Dayu Water Saving had a net inflow of 5.35 million yuan (4.95%) but a net outflow of 3.24 million yuan (-3.00%) from retail investors [1] - Runong Water Saving had a net inflow of 3.04 million yuan (8.16%) but a net outflow of 0.29 million yuan (-0.79%) from retail investors [1]

证券之星消息，1月27日农业综合板块较上一交易日下跌1.42%，大禹节水领跌。当日上证指数报收于 4139.9，上涨0.18%。深证成指报收于14329.91，上涨0.09%。农业综合板块个股涨跌见下表： | 代码 | | | 名称 | | | | | --- | --- | --- | --- | --- | --- | --- | | 920964 润农节水 | -159.75万 | -8.79% | -297.20万 | -16.35% | -97.58万 | -5.37% | | 002556 辉煌股份 | -361.93万 | -3.13% | 29.84万 | 0.26% | 332.09万 | 2.87% | | 300021 大禹节水 | -736.65万 | -7.59% | -354.67万 | -3.65% | 1091.32万 | 11.24% | 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日农业综合板块主力资金净流出1098.58万元，游资资金净流出324.83万元，散户 资金净流入 ...

Group 1 - The agricultural sector index declined by 0.13% on January 26, with Runong Water Saving leading the drop [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] - Key stocks in the agricultural sector showed varied performance, with Huillong Co. rising by 0.78% to a closing price of 6.42, while Dayu Water Saving and Runong Water Saving fell by 1.43% and 2.34%, respectively [1] Group 2 - The net outflow of main funds in the agricultural sector was 29.38 million yuan, while retail investors saw a net inflow of 33.45 million yuan [1] - Detailed fund flow data indicated that Runong Water Saving experienced a net outflow of 2.07 million yuan from main funds and 2.26 million yuan from speculative funds, but a net inflow of 0.75 million yuan from retail investors [1] - Huillong Co. had a significant net inflow from retail investors amounting to 21.29 million yuan, despite a net outflow of 14.26 million yuan from main funds [1]

Investment Rating - The report maintains an "Overweight" rating for the environmental protection industry [1] Core Insights - The report emphasizes the growth potential in waste incineration and the opportunities for companies to expand overseas, particularly in Southeast Asia and India, where there is a projected increase in waste incineration capacity [10][15] - The report highlights the significant increase in sales of new energy sanitation vehicles and the growth of unmanned sanitation projects, indicating a shift towards automation and electrification in the industry [17][20] - The 2026 strategy focuses on the dual drivers of value and growth, emphasizing the importance of marketization and efficiency improvements in the environmental sector [24][28] Industry Trends - Waste Incineration Growth: The report estimates a potential increase of approximately 500,000 tons/day in waste incineration capacity in ASEAN countries and India, corresponding to an investment scale of about 250 billion yuan [10] - Unmanned Sanitation Equipment: In 2025, the total amount of contracts for unmanned sanitation projects exceeded 12.6 billion yuan, with a year-on-year increase of over 150% [17] - New Energy Sanitation Vehicles: Sales of new energy sanitation vehicles increased by 70.9% in 2025, with a penetration rate of 21.11%, reflecting a growing trend towards electrification in the sanitation sector [20][30] Company Recommendations - Key companies recommended for investment include Longjing Environmental, Gao Neng Environment, Sains, and others, focusing on their growth potential in both domestic and international markets [4][15] - The report suggests that companies like Weiming Environmental and Sanfeng Environment are expected to benefit significantly from overseas expansion and high-value projects [15][24] - The report also highlights the importance of dividend increases and return on equity (ROE) improvements for companies such as Huanlan Environment and Green Power [15][24] Market Dynamics - The report notes that the profitability of waste incineration projects in Indonesia is significantly higher than in China due to favorable pricing and operational conditions [12][15] - The report indicates that the market for lithium battery recycling is improving, with rising metal prices and better margins for recycling projects [38][39]

Core Viewpoint - The agricultural sector experienced a slight decline of 0.09% on January 23, with Hui Long Co., Ltd. leading the losses, while the overall market indices showed positive movements with the Shanghai Composite Index rising by 0.33% and the Shenzhen Component Index increasing by 0.79% [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4136.16, up by 0.33% [1] - The Shenzhen Component Index closed at 14439.66, up by 0.79% [1] - The agricultural sector's main stocks showed mixed performance, with Hui Long Co., Ltd. declining by 0.16% [1] Group 2: Stock Performance - Runong Irrigation closed at 7.27, with a slight increase of 0.14% and a trading volume of 31,100 shares, totaling a transaction value of 22.64 million yuan [1] - Dayu Irrigation remained unchanged at 4.89, with a trading volume of 205,200 shares, totaling a transaction value of 100 million yuan [1] - Hui Long Co., Ltd. closed at 6.37, down by 0.16% with a trading volume of 156,600 shares, totaling a transaction value of 99.58 million yuan [1] Group 3: Capital Flow - The agricultural sector saw a net outflow of 3.11 million yuan from main funds, while retail investors contributed a net inflow of 10.55 million yuan [1] - Hui Long Co., Ltd. experienced a net outflow of 5.24 million yuan, representing a decrease of 5.26% [1] - Dayu Irrigation had a net outflow of 2.89 million yuan, with a decrease of 2.20% [1] - Runong Irrigation faced a significant net outflow of 3.02 million yuan, with a decrease of 13.33% [1]