异动分析 来源：新浪证券-红岸工作室 12月17日，美新科技跌0.62%，成交额2456.43万元，换手率1.93%，总市值20.87亿元。 2、根据2024年年报，公司海外营收占比为97.08%，受益于人民币贬值。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-23.57万，占比0.01%，行业排名32/76，连续3日被主力资金减仓；所属行业主力净流 入-1.22亿，连续3日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入-23.57万-292.55万-529.98万-945.55万-2159.80万 主力持仓 粤港澳大湾区+人民币贬值受益 1、公司位于广东省惠州市惠东县大岭镇十二托乌塘地段。 技术面：筹码平均交易成本为19.93元 该股筹码平均交易成本为19.93元，近期该股有吸筹现象，但吸筹力度不强；目前股价靠近支撑位 17.16，注意支撑位处反弹，若跌破支撑位则可能会开启一波下跌行情。 公司简介 资料显示，美新科技股份有限公司位于广东省惠州市惠东县大岭镇十二托乌塘地段，成立日期2004年6 月16日，上市日期2024年3月1 ...

来源：新浪证券-红岸工作室 12月16日，美新科技跌0.95%，成交额2812.78万元，换手率2.17%，总市值21.00亿元。 异动分析 粤港澳大湾区+人民币贬值受益 1、公司位于广东省惠州市惠东县大岭镇十二托乌塘地段。 2、根据2024年年报，公司海外营收占比为97.08%，受益于人民币贬值。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-99.50万，占比0.04%，行业排名41/76，连续2日被主力资金减仓；所属行业主力净流 入-1.67亿，连续3日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入-99.50万-152.28万-627.34万-992.83万-2104.21万 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额860.74万，占总成交额的3.83%。 技术面：筹码平均交易成本为20.00元 该股筹码平均交易成本为20.00元，近期筹码减仓，但减仓程度减缓；目前股价靠近支撑位17.41，注意 支撑位处反弹，若跌破支撑位则可能会开启一波下跌行情。 公司简介 资料显示，美新科技股份有限公司位于广东省惠州市惠东县 ...

Core Viewpoint - DXST has shown a significant increase in revenue but a drastic decline in net profit, indicating potential operational challenges despite growth in sales [1]. Financial Performance - As of April 30, 2025, DXST reported total revenue of $5.4987 million, representing a year-over-year growth of 147.26% [1]. - The net profit attributable to the parent company was -$479,200, reflecting a year-over-year decrease of 2923.31% [1]. Company Overview - DXST is a Cayman Islands-registered holding company primarily operating through its domestic subsidiary, Shandong DXST Environmental Co., Ltd., located in Yantai, Shandong [1]. - The company specializes in energy conservation and emission reduction, focusing on the treatment and resource utilization of the "four wastes" (wastewater, waste heat, waste gas, and waste residue) [1]. - Its business scope includes various environmental services such as protein wastewater treatment, river ecological governance, urban road dust suppression, and new energy technology development [1].

Core Viewpoint - DXST experienced a significant stock price increase of 8.51% on December 15, closing at $1.53 per share, with a total market capitalization of $45.26 million [1] Financial Performance - As of April 30, 2025, DXST reported total revenue of $5.4987 million, reflecting a year-on-year growth of 147.26% [1] - The company recorded a net profit attributable to shareholders of -$479,200, which represents a drastic year-on-year decrease of 2923.31% [1] Company Overview - DXST is a Cayman Islands-registered holding company primarily operating through its domestic subsidiary, Shandong DXST Environmental Co., Ltd., located in Yantai, Shandong [1] - The company specializes in energy conservation and emission reduction, focusing on the treatment and resource utilization of the "four wastes" (wastewater, waste heat, waste gas, and waste residue) [1] - Its business scope includes various environmental services such as protein wastewater treatment, river ecological governance, rural sewage treatment, urban dust suppression, and new energy technology development [1]

Investment Rating - The report maintains a "Positive" investment rating for the environmental sector, consistent with the previous rating [2]. Core Insights - The green liquid fuel market, particularly green ammonia and green methanol, is gaining traction due to supportive policies and market demand. The Ministry of Industry and Information Technology, along with other agencies, has emphasized the development of these fuels as part of the clean energy transition [18][19]. - As of the end of 2024, there are 119 green ammonia projects and 165 green methanol projects in China, with respective production capacities of 20.17 million tons/year and 52.57 million tons/year. Most projects are in early stages, indicating potential for capacity release [22][28]. - The report highlights the significant role of green ammonia in the energy system, particularly in coal power plant modifications, with a target of 10% co-firing by 2024 [19]. - The report suggests that the environmental sector will maintain high growth due to increasing demands for energy efficiency and resource recycling, with a focus on water and waste incineration sectors as stable revenue generators [53]. Summary by Sections Market Performance - The environmental sector underperformed the broader market, with a decline of 0.61% as of December 12, 2025, compared to a 0.34% drop in the Shanghai Composite Index [10][13]. Industry Dynamics - Recent policies include a notification from the Ministry of Industry and Information Technology and the People's Bank of China to support green factory construction through green finance [33]. - The ecological environment ministry is seeking public opinion on emergency control standards for water pollution, aiming to enhance environmental emergency response capabilities [35]. Investment Recommendations - The report recommends focusing on companies like Huanlan Environment, Xingrong Environment, and Hongcheng Environment, which are expected to benefit from the ongoing market reforms and stable cash flows [53].

Core Viewpoint - The 2025 Green Home Industry (Guangyuan) Development Conference will focus on promoting green home materials, smart manufacturing, and energy-saving technologies, aiming to enhance the quality of the local green home industry [1] Group 1: Conference Details - The conference will take place from December 21 to 22, 2025, under the theme "Smart Manufacturing for a Beautiful and Carbon-Friendly Future" [1] - The establishment of the "Guangyuan Green Smart Home Collaborative Innovation Center" will be announced, focusing on key areas of technology research and application [1] Group 2: Project Signings - During the conference, it is expected that over 30 manufacturing projects and more than 10 trade projects will be signed, with a total signing amount of approximately 10 billion [1] Group 3: Industry Development - Guangyuan has positioned the building materials and home furnishing industry as a leading sector, aiming to develop into a prominent green home industry city in Western China [1] - The output value of Guangyuan's green home industry reached 5.285 billion in 2024, reflecting a year-on-year growth of 10.58%, with expectations to exceed 6 billion in 2025 [1]

内容概要：城市道路监控系统是智能交通系统中负责信息采集和基础功能实现的核心子系统，它不仅包 括视频监控，还集成了多种传感器和智能分析技术，实现对道路交通状况的全方位、实时、动态监控。 近年来，随着我国城市化进程的加速和智慧城市建设的全面推进，城市道路监控系统市场规模持续扩 大。数据显示，2015年中国城市道路监控系统行业市场规模达到83亿元，到了2024年行业市场规模增长 至209.4亿元，年复合增长率为10.8%。预计未来中国城市道路监控系统行业市场规模将继续保持增长态 势。一方面，政策扶持与新基建推进构建了良好发展环境，为行业扩张提供明确方向与资金保障，另一 方面技术革新与应用场景拓展持续拓宽行业边界，催生多元需求与增量市场。 相关上市企业：海康威视（002415）、中威电子（300270）、佳都科技（600728）、大华股份 （002236）、苏州科达（603660）、汉邦高科（300449）、萤石网络（688475）等。 相关企业：浙江宇视科技有限公司、深圳市宏天视科技有限公司、北京伊神华虹系统工程技术有限公 司、北京朗观视觉科技有限公司等。 关键词：城市道路监控系统行业产业链、城市道路监控系统行业市 ...

来源：新浪证券-红岸工作室 异动分析 12月11日，美新科技跌4.05%，成交额4044.12万元，换手率3.01%，总市值21.41亿元。 粤港澳大湾区+人民币贬值受益 技术面：筹码平均交易成本为20.14元 该股筹码平均交易成本为20.14元，近期筹码减仓，但减仓程度减缓；目前股价靠近支撑位17.96，注意 支撑位处反弹，若跌破支撑位则可能会开启一波下跌行情。 1、公司位于广东省惠州市惠东县大岭镇十二托乌塘地段。 2、根据2024年年报，公司海外营收占比为97.08%，受益于人民币贬值。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-354.13万，占比0.09%，行业排名40/76，连续2日被主力资金减仓；所属行业主力净流 入-3.07亿，当前无连续增减仓现象，主力趋势不明显。 区间今日近3日近5日近10日近20日主力净流入-354.13万-474.15万-853.20万-1169.11万-3516.77万 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额1057.34万，占总成交额的4.4%。 公司简介 资料显示，美新科技股份有限公司位 ...

来源：新浪证券-红岸工作室 12月11日，美埃科技涨2.20%，成交额8793.79万元，换手率1.35%，总市值65.31亿元。 异动分析 光刻机+中芯国际概念+芯片概念+PM2.5 1、公司上市保荐书：公司为上海微电子装备（集团）股份有限公司开发国内首台 28 纳米光刻设备工艺 制程所需的机台内国际最高洁净等级标准（ISO Class 1 级）洁净环境提供 EFU （超薄型设备端自带风 机过滤机组）及 ULPA（超高效过滤器）等产品，亦已验收合格，助力国内光刻机事业突破卡脖子技术 难题。此外，在海外市场，公司系Intel、 ST Microelectronics 等国际半导体厂商的合格供应商，为其提 供空气净化产品。公司在前述产品核心技术指标、客户信赖度等方面，可与国际品牌平行竞争，处于国 内品牌领先的地位。 2、据招股说明书：公司长期为中芯国际供应 FFU、高效/超高效过滤器、化学过滤器等产品，用于保障 中芯国际系的历代产品线（包括中芯国际最先进的 14nm和 28nm 制程）对空气洁净度的要求。 3、美埃(中国)环境科技股份有限公司主营业务系空气净化产品、大气环境治理产品的研发、生产及销 售。公司主要 ...

Group 1 - The company operates in the industrial anti-corrosion and wear-resistant industry, with applications in various sectors including energy conservation, environmental protection, electricity, energy, chemicals, metallurgy, and papermaking [1] - As of September 30, 2025, the company's products are primarily used in the waste incineration power generation industry, accounting for 58.99% of its application [1] - Other significant sectors contributing to the company's revenue include chemicals, papermaking, coal-fired power generation, and gas turbines [1]