(记者 刘志远 魏文艺) 上期（总第215期）A股绿色周报显示，共有12家上市公司在近期暴露了环境风险。 2025年半年报显示，中国化学的主营业务为化学工程、基础设施、其他行业、现代服务业、其他业务，占营收比例分别为82.46%、 10.04%、5.32%、0.89%、0.72%。 | 市值(亿元) | 时间 | 2023Y | 2024Y | 2025H1 | | --- | --- | --- | --- | --- | | 462.90 | | | | | | | 营业收入 | 1783.58 | 1858.44 | 904.22 | | 机构持股(占流通盘) | (亿元) | | | | | 0家 | 归母净利润 | 54.26 | 56.88 | 31.02 | | 北向资金持股比例 | (亿元) | | | | | 5.26% | 净资产收益率 | 9.83 | 9.50 | 4.86 | | (10月16日) | (%) | | | | | 大股东质押率 | 毛利率 | 9.41 | 10.11 | 9.58 | | | (%) | | | | | | 每股收益 | | | | | 最新监管情况 ...

Core Insights - The environmental assessment approval for the new electronic-grade fluorinated fine chemicals project (Phase I) of Juhua Co., Ltd. has been granted, with a total investment of 154 million yuan [1] - Juhua Co., Ltd. operates primarily in the chemical industry, with its main business accounting for 84.88% of revenue, while other businesses contribute 15.12% [3] Financial Performance - Market capitalization is reported at 98.379 billion yuan [4] - Revenue for 2023 is 20.655 billion yuan, projected to increase to 24.462 billion yuan in 2024, with a first-half revenue of 13.331 billion yuan for 2025 [4] - Net profit attributable to shareholders is 944 million yuan for 2023, expected to rise to 1.960 billion yuan in 2024, and 2.051 billion yuan in the first half of 2025 [4] - The return on equity (ROE) is 5.98% for 2023, projected to increase to 11.57% in 2024, and slightly decrease to 11.08% in the first half of 2025 [4] - Gross margin is reported at 13.22% for 2023, expected to rise to 17.50% in 2024, and significantly increase to 28.72% in the first half of 2025 [4] - Operating cash flow is 2.196 billion yuan for 2023, projected to increase to 2.765 billion yuan in 2024, and slightly decrease to 2.666 billion yuan in the first half of 2025 [4] - Accounts receivable is reported at 921 million yuan for 2023, expected to decrease to 816 million yuan in 2024, and increase to 1.249 billion yuan in the first half of 2025 [4]

Group 1 - The core viewpoint of the news highlights that China National Petroleum Corporation (CNPC) has received approval for an environmental impact assessment for a gas pipeline project in Hunan Province, with a total investment of 32.45 million yuan [1] - The "A-share Green Report" project aims to enhance transparency in environmental information of listed companies, utilizing authoritative environmental regulatory data from 31 provinces and 337 cities [1] - The latest A-share Green Weekly Report indicated that six listed companies have recently exposed environmental risks [1] Group 2 - As of the first half of 2025, CNPC's main business segments and their revenue proportions are as follows: sales (79.76%), refining and chemicals (38.05%), exploration and production (28.49%), natural gas and pipelines (21.24%), and other businesses (2.03%) [3] - CNPC's market capitalization is approximately 1,602.31 billion yuan, with reported revenues of 301.10 billion yuan for 2023, 293.80 billion yuan for 2024, and 145.01 billion yuan for the first half of 2025 [4] - The net profit attributable to the parent company for the first half of 2025 is reported at 83.99 billion yuan, with a net asset return rate of 5.47% [4]

Group 1 - The core point of the news is that Multi-Flor (SZ002407) has received preliminary approval for an environmental assessment of its subsidiary's project to produce 2,000 tons of trimethyl phosphite and 1,000 tons of triethyl phosphite, with a total investment of 300 million yuan [1] - The "A-share Green Report" project aims to enhance transparency in environmental information of listed companies, utilizing authoritative environmental regulatory data from 31 provinces and 337 cities [1] - The latest A-share Green Weekly Report indicated that eight listed companies have recently exposed environmental risks [1] Group 2 - Multi-Flor's main business segments are industrial and other industries, contributing 76.31% and 23.69% to its revenue, respectively [2] - The company's market capitalization is 15.654 billion yuan, with projected revenues of 11.937 billion yuan for 2023 and 8.207 billion yuan for 2024 [3] - The net profit attributable to shareholders is projected to be 50.981 billion yuan for 2023, with a significant loss of 30.848 billion yuan in 2024 [3]

Group 1 - The core point of the news is that Dongpeng Beverage's subsidiary has received environmental approval for its production base in Zhongshan, with a total investment of 1.2 billion yuan [1] - The "A-share Green Report" project aims to enhance transparency in environmental information of listed companies, utilizing authoritative environmental regulatory data from 31 provinces and 337 cities [1] - The latest A-share Green Weekly Report indicated that eight listed companies have recently exposed environmental risks [1] Group 2 - Dongpeng Beverage's main business in the beverage industry accounts for 99.89% of its revenue, while other businesses contribute only 0.11% [2] - The company's market capitalization is approximately 154.26 billion yuan, with projected revenues of 11.26 billion yuan for 2023, 15.84 billion yuan for 2024, and 10.74 billion yuan for the first half of 2025 [3] - The net profit attributable to the parent company is expected to be 2.04 billion yuan in 2023, 3.33 billion yuan in 2024, and 2.38 billion yuan in the first half of 2025 [3]

Group 1 - The core point of the news is that Hongchuan Wisdom (SZ002930) has received approval for an environmental impact assessment for a new Class B warehouse project, with a total investment of 52.8728 million yuan [1] - The "A-share Green Report" project aims to enhance transparency in environmental information of listed companies, utilizing authoritative environmental regulatory data from 31 provinces and 337 cities [1] - The latest A-share Green Weekly Report indicated that eight listed companies have recently exposed environmental risks [1] Group 2 - Hongchuan Wisdom's main business segments include warehousing and transit comprehensive services (96.82% of revenue), smart customer service (1.48%), tank cleaning and wastewater treatment (0.76%), other services (0.6%), and logistics chain management services (0.22%) [2] - The company's market capitalization is approximately 5.696 billion yuan, with projected revenues of 1.547 billion yuan for 2023 and 1.450 billion yuan for 2024 [3] - The net profit attributable to the parent company is forecasted to be 29.63356 billion yuan for 2023, with a significant decrease expected in 2024 [3]

Group 1 - The core viewpoint of the news is that Yunzuka Technology (SH688260) has received preliminary approval for its new micro motor embedded injection molding integrated IC chip component project, with a total investment of 149 million yuan [1] - The "A-share Green Report" project aims to enhance the transparency of environmental information for listed companies, utilizing authoritative environmental regulatory data from 31 provinces and 337 cities [1] - The latest A-share Green Weekly Report indicated that 10 listed companies have recently exposed environmental risks [1] Group 2 - Yunzuka Technology's main business consists of precision electronic components, accounting for 98.49% of its revenue, while other businesses contribute 1.51% [2] - The company's market capitalization is 3.252 billion yuan, with projected revenues of 525 million yuan for 2023, 561 million yuan for 2024, and 246 million yuan for the first half of 2025 [3] - The company has reported a negative net profit for the past three years, with figures of -12,613.89 million yuan for 2023, -12,394.93 million yuan for 2024, and -9,993.65 million yuan for the first half of 2025 [3]

Group 1 - The core viewpoint of the news is that Wanliyang's subsidiary, Foshan Wanliyang New Energy Technology Co., has received approval for the environmental impact assessment of its energy storage project, with a total investment of 31.15 million yuan [1] - The "A-share Green Report" project aims to enhance transparency in environmental information of listed companies by monitoring their environmental performance based on authoritative data from various government sources [1] - The latest A-share Green Weekly Report indicates that 10 listed companies have recently exposed environmental risks [1] Group 2 - Wanliyang's main business segments include automotive parts manufacturing, energy storage, and financing leasing, contributing 96.11%, 3.17%, and 0.72% to its revenue, respectively [2] - As of 2023, Wanliyang's market capitalization is approximately 10.91 billion yuan, with projected revenues of 5.91 billion yuan for 2023 and 6.01 billion yuan for 2024 [3] - The company's net profit for 2023 is reported at 301 million yuan, with a net profit margin of 4.97% [3]

Group 1 - Dongshan Precision (SZ002384) has received preliminary approval for an environmental impact assessment for its project to produce 10,000 sets of energy storage metal components, with a total investment of 48.96 million yuan [1] - The "A-share Green Report" project aims to enhance transparency in environmental information of listed companies, utilizing authoritative environmental regulatory data from 31 provinces and 337 cities [1] - The latest A-share Green Weekly Report indicated that 10 listed companies have recently exposed environmental risks [1] Group 2 - Dongshan Precision's main business segments include manufacturing of computers, communications, and other electronic devices, contributing 99.21% to its revenue [2] - The company's financial performance for 2023 shows a market capitalization of 100.55 billion yuan, with operating revenue of 33.65 billion yuan and a net profit attributable to shareholders of 1.965 billion yuan [3] - The company has a net asset return rate of 11.39% for 2023, with a gross profit margin of 15.18% [3]

Group 1 - Tianqi Materials (SZ002709) has received preliminary approval for the environmental assessment of its subsidiary, Jiujiang Tianqi New Power Materials Technology Co., Ltd., which plans to expand its production capacity to 40,000 tons of lithium difluorosulfamide. The total investment for this project is 96.16 million yuan [1] - The "A-share Green Report" project, launched by the Daily Economic News in collaboration with the public environmental research center (IPE), aims to enhance the transparency of environmental information for listed companies. It monitors environmental performance based on authoritative data from 31 provinces and 337 cities [1] - The latest A-share Green Weekly Report indicated that 10 listed companies have recently exposed environmental risks [1] Group 2 - Tianqi Materials' main business is in the fine chemical industry, which accounts for 100% of its revenue [2] - The company's market capitalization is 37.234 billion yuan, with projected revenues of 15.405 billion yuan for 2023, 12.518 billion yuan for 2024, and 3.489 billion yuan for Q1 2025 [3] - The net profit attributable to shareholders is expected to be 1.891 billion yuan for 2023, 484 million yuan for 2024, and 150 million yuan for Q1 2025 [3]