复洁环保688335 时间: 2025年6月20日星期五 47.58分综合得分 偏弱 趋势方向 主力成本分析 11.64 元 当日主力成本 11.87 元 5日主力成本 12.34 元 次 20日主力成本 10.87 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 0次 跌停 0 技术面分析 12.00 短期压力位 11.83 短期支撑位 12.97 中期压力位 11.55 中期支撑位 股价跌破短期支撑位，短线观望为宜； 目前中期趋势不慎明朗，静待主力资金选择方向 K线形态 ★三只乌鸦★ 可能见顶回落 | 每股收益-0.01元 | 营业利润-0.02亿元 | | --- | --- | | 市盈率--- | 销售毛利率23.8% | | 净利润-1,846,821.39元 | | 2025年6月20日星期五 47.58 偏弱 资金流数据 2025年06月20日的资金流向数据方面 | 主力资金净流出123.14万元 | | --- | | 占总成交额-12% | | 超大单净流出118.24万元 | | 大单净流出4.90万元 | | 散户资金净流出63.14万 | 关联行业/概念板块 环保行业 -0. ...

转自：前瞻产业研究院 行业主要上市公司：中材节能(603126.SH);北新建材(000786.SZ);启迪设计(300500.SZ);南网能源 (003035.SZ);亚士创能(603378.SH);南玻A(000012.SZ);中铁装配(300374.SZ)等 本文核心数据：市场规模;产能; 中国建筑节能行业产品概述 近年来，我国城市建设进程不断加快，推动了建筑行业的快速发展，建筑工程规模化趋势日渐明显，但 工程项目耗费的能源和资源也与日俱增，由此引发的建筑高能耗状况一定程度上阻碍了绿色经济发展的 步伐。在此背景下，绿色建筑节能产品需要大力推广，这些产品不仅可以有效缓解建筑行业能源高能耗 的状况，还能推动节约型建筑工程项目的发展。 | 节能类型 | 相关产品 | 简介 | | --- | --- | --- | | 通风、采光、取暖 | 门窗、膜、低辐射玻璃等 | 设计实施阶段要充分利用室外风环境条件,保证室内房间具有良好 的通风性,最大限度实现自然采光,有效减少能源消耗。科学控制 窗墙比,选取绿色环保门窗,提升门窗密封性,最大限度减少门窗 | | | | 热损失,相关产品有门窗、膜、低辐射玻璃等; | ...

天水市政府新闻办6月18日召开"以能源电力高质量发展谱写中国式现代化天水实践新篇 章"新闻发布会，会上获悉，国网天水供电公司自2024年以来，通过延伸电网投资界面等服 务民营企业发展措施，累计为企业节省办电成本7712万元，切实减轻市场主体负担。 该公司深入实施"优化营商环境提质增效年"行动，聚焦便民利企，创新推出"五办"服务 模式：居民业务"一日办"、小微企业"三零办"、重大项目"契约办"、水电气讯"联合办"、绿 电绿证"一站办"，以数字化手段实现线上办电率超90%，办电时限达标率持续保持100%。 该公司持续开展"走政府、促发展、听政府意见，走客户、促服务、听客户诉求，走基 层、促提升、听员工呼声"即"三走三促三听"行动，组织走访114万客户实现全量覆盖，精准 收集政府意见、客户诉求和基层建议。在绿色节能领域，创新提供电能能效账单、综合能效 诊断报告等专业化服务，为重点企业量身定制"一企一策"用能方案，有效助力企业降本增 效。 围绕天水市"工业创新攻坚突破年"部署，该公司建立重点项目领导包抓机制，高效保障 华贸新材料、杰瑞新能源等重大项目落地。通过政企协同服务，实现从建设到投产的全周期 电力保障，"特殊办 ...

耀皮玻璃（600819）公告，全资子公司大连耀皮玻璃有限公司浮法玻璃生产线将于2025年6月23日起停 产，实施熔窑节能升级及浮法玻璃生产线自动化改造项目。升级改造原因为设备损耗，能耗加大，可能 影响熔窑安全运行。改造项目已通过董事会审议，预计对公司核心竞争力及新质生产力体系构建产生积 极影响。 ...

Core Viewpoint - Shenzhen SIDA Instrument Co., Ltd. has become a model for energy conservation and carbon reduction by upgrading old energy-consuming equipment, saving approximately 1.7 million kWh of electricity annually [1][4]. Group 1: Policy and Government Initiatives - The "Two New" policy, introduced at the Central Economic Work Conference in December 2023, aims to promote large-scale equipment upgrades and the replacement of consumer goods [4][5]. - The National Development and Reform Commission and the Ministry of Finance announced a support fund of 200 billion yuan for equipment upgrades by 2025, with a high subsidy rate and broad coverage in the energy-consuming equipment sector [5][6]. - Guangdong has actively responded to national policies by organizing multiple specialized events since April 2023 to facilitate the replacement of energy-consuming equipment [4][8]. Group 2: Industry and Market Dynamics - Guangdong is the largest province in terms of refrigeration energy consumption, with over 130,000 central air conditioning units, more than 30% of which are over ten years old [6][11]. - The energy-saving potential from upgrading outdated equipment, such as central air conditioners and industrial boilers, is estimated to save around 1.7 million tons of standard coal and stimulate over 10 billion yuan in investment [6][12]. - The government has facilitated direct discussions between users, manufacturers, and experts to enhance technology-market connections, promoting energy-saving upgrades [8][11]. Group 3: Future Outlook and Industry Development - The ongoing energy-saving initiatives and technological advancements are expected to create a complete "energy-saving industry chain," contributing to Guangdong's dual carbon goals while improving production efficiency and product quality [13][14]. - The joint application policy encourages collaboration among manufacturers, local state-owned enterprises, and energy service companies to enhance project competitiveness and access to funding [12].

6月12日，经济观察报记者搭乘直升机飞抵的，正是为开发这一气田而建造的核心枢纽——"渤中 19-6"中心处理平台。从空中俯瞰，它如同一座巨大的工业积木，被精准地嵌合在蓝色的海面上， 钻井平台、生产处理模块、生活支持系统等功能区清晰可辨，通过钢铁栈桥相连，构成了一套完整 且高效的海上油气生产、处理体系。 这块曾被视为地质"硬骨头"的古老潜山，其内部蕴藏的油气资源，通过记者眼前的平台源源不断地 被开采出来，这不但使其成为了日产油气当量超万吨的"功勋油田"，也是渤海油田冲刺年产4000 万吨目标的核心枢纽之一。 以"渤中19-6"中心处理平台为代表的一系列重大项目的相继落地，以及背后所代表的一系列技术突 破和持续的资本投入，共同指向一个更为宏大的议题：以安全、高效、环保的方式开采现有自然资 源，为社会提供清洁、可靠、稳定的能源供应。 渤中19-6凝析气田是中国东部第一个探明储量超千亿立方 米、技术可采储量超亿吨油当量的整装凝析气田，以"渤中 19-6"中心处理平台为代表的一系列重大项目的相继落地，以 及背后所代表的一系列技术突破和持续的资本投入，共同指向 一个更为宏大的议题：以安全、高效、环保的方式开采现有自 然资 ...

Core Viewpoint - The article discusses the successful development of the Bozhong 19-6 condensate gas field in the Bohai Sea, highlighting the technological breakthroughs and strategic investments that have enabled the extraction of significant oil and gas resources from previously challenging geological formations [2][3][9]. Group 1: Technological and Operational Insights - The Bozhong 19-6 platform is described as a central processing hub for oil and gas extraction, featuring a complex system that efficiently processes resources extracted from deep geological formations [3][5]. - The platform operates under extreme conditions, with temperatures exceeding 180 degrees Celsius and pressures reaching 53 MPa, necessitating advanced drilling technologies and materials [5][6]. - The processing system on the platform separates oil, gas, and water, ensuring that only high-quality products are sent to market, akin to a multi-functional chemical factory [6][7]. Group 2: Economic Viability - The all-in cost of oil production at the Bozhong 19-6 platform is reported to be $28.52 per barrel, making it one of the most competitive in the global oil industry [9][10]. - This cost reflects a comprehensive approach that includes operational expenses, capital investments, and management costs, ensuring profitability even during downturns in oil prices [10][11]. - The company has implemented a "cost reduction campaign" since 2014, focusing on management strategies, technological innovations, and economies of scale to lower production costs [11][13]. Group 3: Strategic Importance - The Bohai oil field plays a crucial role in China's energy supply, contributing nearly one-sixth of the country's total crude oil production and aiming for an annual output target of 40 million tons by 2025 [16][17]. - The capital expenditure strategy for 2025 allocates a significant portion (around 80%) to upstream exploration and development, indicating a strong commitment to increasing oil and gas reserves [17][18]. - The article emphasizes the importance of stable energy supplies for economic development, positioning the Bohai oil field as a key player in ensuring energy security for China [15][16]. Group 4: Environmental Considerations - The company is addressing the dual challenge of increasing production while reducing carbon emissions, implementing initiatives such as shore power projects and exploring renewable energy applications on offshore platforms [18][19]. - The integration of carbon capture, utilization, and storage (CCUS) technologies is being pursued to mitigate emissions from oil and gas production, although challenges remain in achieving large-scale commercial viability [20][21]. - The future development path for the Bohai oil field involves balancing the need for increased oil and gas production with the imperative of transitioning to cleaner energy sources [21][22].

在连云港市徐圩新区方洋水务厂区内，每天都上演着令人惊叹的"工业水循环交响曲"。方洋水务的"水 魔法工厂"，通过"一企一管一罐"的精准分类收集系统，结合分质处理工艺，将园区废水回用率提升至 70%的行业标杆水平，这一成绩在全国同行业中处于领先地位，已然成为工业废水资源化利用的典范， 实现了工业废水处理的技术突破。 在推动水污染处理企业服务石化产业发展的进程中，连云港市石化产业联盟党委始终坚持聚"链"优势， 充分发挥服务保障作用，成为企业坚实的后盾。联盟党委积极指导江苏方洋水务等企业申报国家节能降 碳专项资金，为企业争取到宝贵的资金支持，全力推动节能降碳项目顺利落地实施，不仅优化了产业结 构，更构建起绿色低碳的经济发展新格局。"近年来，连云港市深挖产业链优势，积极探索党建引领产 业链强链、补链、延链的新路径，将组织阵地建设、服务保障、协同发展深度融入'链'上，创新构建了 以党建链串联产业链的产业党建新模式。"市发改委相关负责人介绍。 沿着产业链，连云港市着力构建优质高效的服务链，将先锋力量转化为实实在在的贴心服务。嘉澳新能 源有限公司100万吨/年废弃油脂转化生物质能源项目（一期工程）成功入选国家第一批绿色低碳先 ...

答：经过多年经营积累，公司现已形成智能水计量、智能热计量两 大主线、覆盖管网/户用全口径范围、近千种规格型号的产品体系， 广泛应用于城市供水、集中供热、消防安全等社会生活各个方面， 在节能减排、能效管理领域发挥重要作用。主要产品包括超声水表、 超声流量计、智能消火栓、超声热量表、智能衡流阀及其配套产品 等，现经营状况正常。 2.企业未来发展规划及前景如何？ 答：公司现拥有三大智能制造厂区，喜燕路厂区位于南京江宁滨江 经济开发区，占地 38 亩，拥有现代化成型产线；霍里山厂区位于马 鞍山雨山经济开发区，占地 92 亩，具备超大口径流量检定能力；在 建飞鹰路厂区位于南京江宁滨江经济开发区，占地 80 亩，将全面导 入智能工厂数字化生产线；智能计量仪表研发中心毗邻华东交通枢 纽南京南站，吸引高端研发技术人才加入，形成"一中心、三厂区" 的现代化发展布局，增强公司在超声计量领域的产业布局。公司管 理层对未来超声水表市场有信心，公司超声水表已经有超 10 年的应 用案例，产品质量稳定，且客户对超声水表的认可度越来越高，超 声水表推广效果达到预期，未来将会步入快速发展的通道。 3．公司智能超声热表类产品占比较小，未来在供 ...

Core Viewpoint - The credit rating agency maintains the credit rating of Far East Industrial Co., Ltd. at A with a stable outlook, reflecting the company's competitive position and market growth in the high-end stretching shaping machine sector [3][30]. Company Overview - Far East Industrial has established a competitive position in the mid-to-high-end stretching shaping machine market, with significant growth in production and sales, improved profitability, and a robust order backlog [3][6][12]. - The company focuses on the high-end market for stretching shaping machines, with approximately 80% of its revenue derived from this core product [12][13]. Financial Performance - The total assets of the company are projected to increase from 9.07 billion yuan in 2022 to 13.88 billion yuan in 2025 [7]. - The net profit is expected to rise from 0.77 billion yuan in 2022 to 0.49 billion yuan in 2024, indicating a recovery in profitability [7][22]. - The operating revenue is forecasted to grow from 5.64 billion yuan in 2022 to 6.16 billion yuan in 2024 [7][22]. Market Environment - The textile machinery industry in China is expected to experience a recovery in 2024, driven by improved downstream demand and the company's expansion into overseas markets [9][10]. - The industry is characterized by a stable market structure, with a projected revenue growth of 7.84% for large-scale textile machinery enterprises in 2024 [10]. Risks and Challenges - The company faces challenges such as a small business scale, high reliance on macroeconomic conditions, and potential delays in convertible bond fundraising projects [4][6][20]. - The profitability of the dyeing machine segment has declined significantly, and the company must address underutilization of new production capacity and increased depreciation costs [6][11]. Strategic Direction - The company aims to enhance its research and development in the stretching shaping machine sector, focusing on automation, intelligence, and energy efficiency [12][15]. - Far East Industrial is actively expanding its overseas market presence, with a notable increase in new orders from international clients [16][17]. Credit Rating and Outlook - The credit rating agency will continue to monitor the company's credit status and may adjust the rating based on future performance and market conditions [2][30]. - The stable outlook reflects the company's ability to maintain its competitive position and manage operational risks effectively [4][30].