【导读】环保板块早盘强势拉升，大消费概念股持续走强 中国基金报记者 李智 一起来看下上午的市场情况及资讯。 5月28日上午，A股三大指数涨跌不一，截至午间收盘，沪指涨0.07%，深成指跌0.04%，创业板指涨0.02%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3342.93 | 10025.31 | 1395.69 | | +2.24 +0.07% | -3.81 -0.04% | -1.95 -0.14% | | 科创50 | 创业板指 | 万得全A | | 973.76 | 1992.13 | 5064.71 | | +0.84 +0.09% | +0.49 +0.02% | -2.73 -0.05% | 板块上来看，大消费概念股持续走强，饮料制造概念股领涨，环保、核电、CPO等板块表现活跃；而教育、宠物经济、生物医药等概念股震荡调整。 | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 光模块(CPO) | 光通信 | 饮 ...

Core Viewpoint - The article highlights the achievements and contributions of Sun Xujun, a skilled technician at Shandong Jinzhu Mining Group, emphasizing his role in driving technological innovation and efficiency improvements in the mining industry [2][5][9]. Group 1: Professional Development and Skills - Sun Xujun began his career as a mechanic in 1992 and quickly adopted a proactive approach to learning, focusing on practical experience to enhance his skills [3][4]. - He has continuously pursued knowledge through self-study and training, leading to significant advancements in his technical capabilities [4][6]. Group 2: Innovation and Technological Advancements - Sun Xujun led the development of a new processing system for high-quality gold ore, achieving a recovery rate increase from 96% to 100% and reducing processing costs by over 3 million yuan annually [5][6]. - His efforts in equipment upgrades and process optimization have resulted in a 3.44% increase in overall recovery rates, generating over 6.4 million yuan in annual benefits [6]. Group 3: Team Collaboration and Mentorship - Sun Xujun fosters a collaborative environment in his innovation studio, encouraging knowledge sharing and skill development among younger employees [8]. - His mentorship has led to the successful training of 22 apprentices, many of whom have achieved advanced technical certifications, contributing to the company's talent pool [8]. Group 4: Recognition and Impact - Sun Xujun has received multiple accolades, including national and provincial labor model awards, reflecting his dedication and impact on the mining industry [2][9]. - His commitment to quality and innovation exemplifies the essence of craftsmanship, emphasizing the importance of continuous improvement and knowledge transfer in the industry [9].

Investment Rating - The industry investment rating is "Positive" [2] Core Viewpoints - The report highlights that the environmental equipment sector is expected to recover driven by policy support, with specific focus on the integration of sewage treatment plants and networks [4][6] - The report indicates that the "14th Five-Year Plan" emphasizes the need for improved environmental quality and industrial green low-carbon development, which is likely to maintain high prosperity in energy-saving and environmental protection sectors [6][32] Summary by Sections Market Performance - As of May 16, the environmental sector remained flat compared to the previous week, underperforming the broader market; the Shanghai Composite Index rose by 0.76% to 3367.46 [5][8] - The water governance sector increased by 0.23%, while the water service sector decreased by 0.29%; air governance rose by 2.10% [10] Industry Dynamics - On May 15, the Central Committee and the State Council released opinions on promoting urban renewal, emphasizing the acceleration of underground pipeline construction and the establishment of a unified operation and maintenance mechanism for sewage treatment plants [23][25] - The report notes that the national carbon emissions trading market has expanded to include steel, cement, and aluminum industries, which is expected to boost the demand for carbon measurement and online monitoring systems [16][22] Investment Recommendations - The report suggests that water and waste incineration sectors, as operational assets, are expected to see stable profit growth and improved cash flow, benefiting from market reforms in public utilities [6][32] - Key recommendations include companies such as Huanlan Environment, Xingrong Environment, and Hongcheng Environment, with additional attention to Wangneng Environment and Junxin Co. [6][32]

Core Viewpoint - Suzhou Hanzexin Recycling Resources Co., Ltd. has been established with a registered capital of 2 million RMB, fully owned by Jiangsu Jiaocheng New Materials Technology Development Co., Ltd. [1] Company Summary - Company Name: Suzhou Hanzexin Recycling Resources Co., Ltd. [1] - Legal Representative: Lu Xin [1] - Registered Capital: 2 million RMB [1] - Shareholder: Jiangsu Jiaocheng New Materials Technology Development Co., Ltd. (100% ownership) [1] - Business Scope: Includes recycling of renewable resources (excluding production waste metals), sales of renewable resources, technical consulting, and research and development in resource recycling technology [1] Industry Summary - Industry Classification: Manufacturing > Comprehensive Utilization of Waste Resources > Processing of Metal Waste and Scraps [1] - Address: 129 Wuqufang, Jinchang Street, Gusu District, Suzhou, Jiangsu Province [1] - Company Type: Limited liability company (wholly owned by a natural person) [1] - Business Duration: Until May 16, 2025, with no fixed term [1]

Core Viewpoint - Zhongce Rubber Group Co., Ltd. officially enters the A-share market, aiming to enhance its capital base and expand its operations in the tire industry [1] Group 1: Company Overview - Zhongce Rubber specializes in the research, production, and sales of various tire products, including all-steel tires, semi-steel tires, and bias tires, under well-known brands such as "Chaoyang" and "Goodride" [1] - The company plans to issue 87.44856 million shares, with pricing scheduled for May 20, 2025, and subscription starting on May 23, 2025 [1] Group 2: Technological Innovation - The company emphasizes technological innovation, investing in R&D, talent development, and equipment upgrades to enhance product performance and sustainability [2] - Key technologies applied include optimizing rolling resistance, improving handling and comfort, enhancing safety, and increasing tire lifespan while reducing noise [2] - Recent high-tech products developed include low-noise tires and ultra-low rolling resistance tires, showcasing the company's commitment to advanced manufacturing processes [2] Group 3: Global Market Expansion - Zhongce Rubber ranks first in the "2024 China Tire Enterprise Ranking" and is among the top ten global tire manufacturers according to "Tire Business" magazine [3] - The company has established a comprehensive marketing network, with products sold across China and exported to various regions including Europe, America, and Southeast Asia [3] - Financial performance shows revenue growth from 31.889 billion yuan in 2022 to 39.255 billion yuan in 2024, with net profits increasing from 1.225 billion yuan to 3.787 billion yuan during the same period [3] - The company’s Indonesian factory is set to contribute approximately 5.2 billion yuan in annual sales upon reaching full production capacity [3]

Company Overview - Zhongyunlian (Liaoning) Resource Recycling Technology Co., Ltd. has been established with a registered capital of 68.88 million RMB [1] - The legal representative of the company is Quan Changshun, and it is wholly owned by Zhongyu (Liaoning) Intelligent Technology Co., Ltd. [1] Business Scope - The company's business scope includes internet information services, urban household waste management services, and road cargo transportation (excluding hazardous goods) [2] - Additional services include resource recycling technology consulting, energy recovery system research and development, environmental protection equipment sales, and waste treatment equipment sales [2] - The company is also involved in software development, technical services, supply chain management, and various sales activities including electronic products and daily necessities [2] Industry Classification - Zhongyunlian is classified under the national standard industry of water, environment, and public facility management, specifically in ecological protection and environmental governance [2] - The company is registered in Shenyang, Liaoning Province, with an operational period until May 14, 2025, and has no fixed term thereafter [2]

日前，在江苏省农业面源污染治理培训会上，南通如皋市分享的农田排灌系统生态化改造"农田退水治 理"项目经验成为全场焦点。如皋依据2023年度断面水质状况和水系特征，将汛期水质不能稳定达标的 重点国考省考断面及敏感水体周边农田作为试点，启动2024年度农田排灌系统生态化改造。项目覆盖8 个镇区，涉及两万余亩农田，已实现农田退水的高效治理与循环利用，为面源污染治理提供了可复制的 样板。 如皋经验的核心，在于精准把握"退水不直排、肥水不下河、养分再利用" 的治理原则。这一理念并非 简单的污染拦截，而是将农田退水视为可循环利用的资源。当地依托地形特点，将低洼地改造为肥水收 集调蓄池，构建起"雨季储水防污染、旱季灌溉再利用"的闭环系统。同时，在高标准农田建设中融入生 态化改造，通过生态塘对汛期过量退水进行分级净化，既减少污染物排放，又实现水资源的高效利用， 真正做到变废为宝。 两大关键举措直击农田退水治理要害。在秸秆处理上，如皋市以"四离一集中"原则划定秸秆离田区域， 通过建立秸秆收储运体系和综合利用产业链，将田间废弃物转化为生物质燃料、有机肥原料，从源头上 阻断秸秆腐烂对水体的污染。针对肥料使用，联合科研机构探索化肥减 ...

Investment Rating - The report maintains a "Positive" investment rating for the environmental protection industry [2] Core Insights - The operational environmental companies are showing strong performance, with increasing dividend potential and capability [3] - The report highlights that the waste incineration sector is entering a mature development phase, with steady profit growth and significant improvements in free cash flow [19] - The water industry is also experiencing stable operations and upward trends in performance, with improved free cash flow [28] Market Performance - As of May 9, the environmental protection sector has outperformed the market, with a weekly increase of 2.9% compared to the Shanghai Composite Index's 1.9% [10] - Specific sub-sectors such as waste management and water treatment have shown notable increases, with waste management up 8.48% and water treatment up 3.75% [4][13] Industry Dynamics - The report discusses the operational commencement of the second waste incineration power plant in Hanoi, which has a processing capacity of 2,250 tons per day [43] - The Guangxi Zhuang Autonomous Region has issued a plan for air pollution prevention, focusing on ultra-low emissions in key industries [42] Financial Performance - In 2024, the waste incineration sector is projected to achieve a net profit of 9.486 billion yuan, a year-on-year increase of 12% [19] - The water industry is expected to reach a net profit of 7.648 billion yuan in 2024, reflecting a 9.3% growth from the previous year [28] Dividend Trends - The average dividend payout ratio for the waste incineration sector has increased by 10 percentage points to 44.7%, with a forecasted average dividend yield of 3.52% for 2025 [26] - The water sector's average dividend payout ratio for 2024 is projected to be 28.61%, with a forecasted yield of 2.81% for 2025 [39] Investment Recommendations - The report recommends focusing on high-quality operational assets in the water and waste incineration sectors, which are expected to benefit from ongoing market reforms and stable cash flows [50] - Key companies highlighted for investment include Hanlan Environment, Xingrong Environment, and Hongcheng Environment, with additional attention suggested for companies like Wangneng Environment and Junxin Co [50]

Group 1 - The core viewpoint of the articles emphasizes the importance of waste liquid reduction for resource recycling in Dalian's initiative to build a "waste-free city" [1][2] - Dalian has established the only national group standard for "waste liquid reduction service," which includes comprehensive guidelines from equipment leasing to after-sales service, ensuring service quality and safety [1][2] - The implementation of this standard aims to help companies reduce costs and enhance efficiency while promoting green production [1][2] Group 2 - Manufacturing enterprises generate various types of industrial waste liquids, which are classified as hazardous waste, leading to significant disposal costs, especially for small and medium-sized enterprises [2] - The market price for disposing of hazardous waste liquids ranges from 3000 to 4000 yuan per ton, creating a financial burden for waste-producing companies [2] - The introduction of "mobile industrial waste liquid reduction services" is a response to the need for cost-effective waste management solutions [2] Group 3 - The equipment developed by Qitai Environmental Technology Company is compact yet advanced, featuring over 40 patents and offering customized services at half the price of similar foreign products [2] - Since its establishment in 2018, the company has provided waste reduction services to nearly 100 enterprises, saving them close to 100 million yuan in waste disposal costs [2] - The introduction of the group standard is expected to address issues of inconsistent technology and unregulated services in the waste liquid treatment market, fostering healthy competition within the industry [2]

相关企业：浙江新时代中能科技股份有限公司、广东邦普循环科技有限公司 关键词：动力电池回收行业产业链、动力电池回收行业发展现状、动力电池回收行业发展趋势 一、动力电池回收行业定义及分类 内容概况：近年来，我国动力电池回收行业市场规模处于不断增长的态势。2023年，我国动力电池回收 行业市场规模达397亿元。2024年，我国动力电池回收行业市场规模约为485亿元。随着新能源汽车产业 的快速发展，退役动力电池数量增多，为回收行业带来了更多的资源，推动市场规模逐步扩大。在梯次 利用方面，技术研发取得了重要进展。企业能够对退役电池进行全面的检测、分类和重组，将性能较好 的退役电池应用于储能系统（如分布式储能、通信基站备用电源等）、低速电动车等领域。 相关上市企业：宁德时代（300750）、光华科技（002741）、格林美（002340）、豪鹏科技 （001283）、比亚迪（002594）、超越科技（301049）、中创新航（HK.03931）、亿纬锂能 （300014） 动力电池回收是指对使用过的动力电池（如锂离子电池、镍氢电池等）进行收集、拆解、处理和再利用 的一系列活动。其主要目的是减少环境污染、节约资源、降低对原 ...