资金分析 来源：新浪证券-红岸工作室 9月26日，美新科技跌1.20%，成交额2534.52万元，换手率1.72%，总市值23.56亿元。 异动分析 人民币贬值受益+粤港澳大湾区 1、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。 2、公司位于广东省惠州市惠东县大岭镇十二托乌塘地段。 (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13日，公司主营业务涉及主要从事塑木复合材料及其制品的研发、生产和 销售。主营业务收入构成为：墙板55.37%，户外地板44.17%，其他(补充)0.46%。 美新科技所属申万行业为：轻工制造-家居用品-瓷砖地板。所属概念板块包括：出海概念、微盘股、节 能环保、融资融券、一带一路等。 截至9月19日，美新科技股东户数7158.00，较上期减少8.45%；人均流通股10248股，较上期增加 9.23%。2025年1月-6月，美新科技实现营业收入4.46亿元，同比增长2.36%；归母净利润2234.89 ...

Core Viewpoint - The company Meai Technology has experienced a decline in stock price and trading volume, indicating potential market challenges while maintaining a leading position in the domestic semiconductor cleanroom equipment sector [1][4]. Company Overview - Meai Technology specializes in the research, production, and sales of air purification products and atmospheric environmental governance products, with a significant focus on cleanroom air filtration systems [2][7]. - The company was recognized as a national-level "specialized and innovative" small giant by the end of 2021, establishing itself as a leader in the domestic semiconductor cleanroom equipment market [2]. Financial Performance - For the first half of 2025, Meai Technology reported a revenue of 935 million yuan, representing a year-on-year growth of 23.51%, and a net profit attributable to shareholders of 98.01 million yuan, which is a 5.53% increase compared to the previous year [7][8]. - The company has distributed a total of 80.64 million yuan in dividends since its A-share listing [9]. Market Position and Competition - Meai Technology has developed the first domestic 28nm lithography equipment and is a qualified supplier for major international semiconductor manufacturers such as Intel and ST Microelectronics, indicating its competitive standing in both domestic and international markets [2][3]. - The company’s air purification devices are capable of efficiently removing PM2.5 and harmful gases, positioning it well within the environmental technology sector [3]. Stock Market Activity - On September 26, the stock price of Meai Technology fell by 5.04%, with a trading volume of 161 million yuan and a turnover rate of 6.17%, leading to a total market capitalization of 6.74 billion yuan [1]. - The stock has seen a net outflow of funds, with a significant reduction in main capital over the past few days, indicating a cautious sentiment among investors [4][5].

【大河财立方 记者 司高妍 吴海舒 实习生 刘程 文 李博 摄影】"投洽会是一个很好的交流平台。"活动现 场，永道控股集团股份有限公司董事长钟立钊在接受大河财立方记者采访时表示，这次在投洽会现场他 注意到有很多的外国友人，这为企业向外拓展海外市场提供了良好的机会。 谈及此次来到河南的感受，钟立钊表示，近年来河南不断地发生新变化，特别在数字智造领域、电子信 息领域上取得了显著进步。这与他们企业在现代农业、节能环保和现代教育方面的发展高度契合。 责编:李文玉 | 审校:陈筱娟 | 审核:李震 | 监审:古筝 "此前我们与河南已经开展了很多在节能环保装备贸易和农业科技发展方面的合作。后续我们将继续加 大企业在现代农业文旅、节能环保以及现代教育领域的投资。"钟立钊说，今天他们将与郑州航空港区 签订落地项目，投资40亿元建设节能环保装备制造产业集群项目。 据他介绍，该项目定位于空气净化、固废处置、噪音防治、节能降耗、环境监测、环保材料、环保仪器 仪表等节能环保全产业链环保设备的研发、生产、销售。目标市场是国内国外环保装备制造的下游企 业。另外，还将在此建设河南总部和4个装备园区制造基地，包括净水装备、危废装备制造以及节 ...

Core Viewpoint - Shandong Heda's stock price has shown fluctuations with a year-to-date increase of 4.83%, while recent trends indicate a slight decline over the past five and twenty trading days [1][2]. Financial Performance - For the first half of 2025, Shandong Heda reported revenue of 972 million yuan, representing a year-on-year growth of 3.91%. However, the net profit attributable to shareholders decreased by 8.71% to 113 million yuan [2]. - Cumulative cash dividends since the company's A-share listing amount to 411 million yuan, with 258 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Shandong Heda was 26,500, reflecting a decrease of 3.50% from the previous period. The average number of circulating shares per shareholder increased by 3.63% to 12,097 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 2.8865 million shares, down by 454,000 shares from the previous period, while Huashang Selected Return Mixed A (010761) is a new shareholder with 2.1353 million shares [3]. Business Overview - Shandong Heda, established on December 7, 1992, and listed on August 26, 2016, is located in Zibo, Shandong Province. The company specializes in the research, production, and sales of water-soluble polymer compounds and downstream chemical products [1]. - The main revenue sources for Shandong Heda include cellulose ether products (72.98%), plant hollow capsules (21.10%), other chemical products (3.86%), graphite products (1.90%), and other supplementary products (0.16%) [1].

Company Overview - Tianyu Biological Technology Co., Ltd. is located in Yangpu District, Shanghai, established on June 21, 2000, and listed on March 27, 2017. The company's main business includes landscape greening engineering design, construction, and maintenance; municipal public engineering construction; environmental comprehensive governance; river and lake pollution control; soil pollution control; and seedling planting and sales [1][2]. Financial Performance - As of June 30, Tianyu Biological reported a revenue of 412 million yuan for the first half of 2025, a year-on-year decrease of 2.62%. The net profit attributable to the parent company was 10.82 million yuan, showing a significant year-on-year increase of 73.68% [2]. - The company has cumulatively distributed 34.54 million yuan in dividends since its A-share listing, with no dividends distributed in the past three years [3]. Stock Performance - On September 26, Tianyu Biological's stock price increased by 2.06%, reaching 8.91 yuan per share, with a trading volume of 37.07 million yuan and a turnover rate of 1.46%. The total market capitalization is 2.585 billion yuan [1]. - Year-to-date, the stock price has risen by 10.68%, with a recent decline of 0.78% over the last five trading days, a 7.87% increase over the last 20 days, and a 21.06% increase over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on September 16, where it recorded a net purchase of 1.1632 million yuan [1]. Shareholder Information - As of June 30, the number of shareholders for Tianyu Biological was 20,200, a decrease of 2.00% from the previous period. The average circulating shares per person increased by 2.04% to 14,363 shares [2]. Business Segmentation - The main revenue composition of Tianyu Biological is as follows: pig farming accounts for 72.29%, landscape ecological engineering 19.78%, red yeast series products 3.89%, solar power generation 3.17%, and other supplementary sources 0.87% [1]. - The company operates within the agricultural, forestry, animal husbandry, and fishery industry, specifically in the pig farming sector, and is associated with concepts such as pork, characteristic towns, ecological landscaping, energy conservation and environmental protection, and solar energy [2].

Group 1 - The core viewpoint of the news is that Wandes has experienced a significant stock price increase of 129.78% year-to-date, despite a recent decline of 2.05% on September 26 [1] - As of September 26, Wandes' stock price is reported at 28.70 CNY per share, with a total market capitalization of 2.439 billion CNY [1] - The company has seen a net outflow of main funds amounting to 1.8142 million CNY, with large orders showing a mixed buying and selling activity [1] Group 2 - Wandes, established on August 14, 2007, and listed on January 14, 2020, focuses on organic waste and industrial wastewater management, with a revenue composition of 63.15% from overall environmental solutions and 36.17% from entrusted operations [2] - The company operates in the environmental governance sector, specifically in solid waste management, and is involved in concepts such as waste classification and wastewater treatment [2] - As of June 30, the number of shareholders decreased by 11.24% to 4,208, while the average circulating shares per person increased by 12.67% to 20,199 shares [2] Group 3 - Wandes has distributed a total of 59.5605 million CNY in dividends since its A-share listing, with 22.1614 million CNY distributed over the past three years [3]

智通财经APP讯，招商轮船(601872.SH)发布公告，2025年9月25日，公司通过下属全资单船公司在扬州 仪征接收了1艘82,000载重吨级的卡姆萨型干散货船"明福"轮。该轮为公司2023年订造的4艘新型节能环 保卡姆萨型干散货船的第1艘，采用新一代节能环保设计，配置轴带式发电机等节能设备，能效和节能 环保指标大幅优于公司现有的6艘7.6万载重吨级巴拿马型散货船。 "明福"轮系列船具备灵活的多货种运输能力，专业的粮食运输能力是该系列船的突出特色，"明福"轮等 系列船陆续交付运营将有效扩充公司自有巴拿马型船队规模，强化粮食等主要货种的承运能力，进一步 增强客户服务能力。在全球干散货船队老龄化加剧的背景下，该系列船舶及后续其他新建船舶的入列， 将有效改善公司干散货船队船型结构、船龄结构，提升公司干散货船板块的市场竞争力、增加公司持续 盈利能力。 ...

招商轮船(601872.SH)公告称，公司于2025年9月25日通过下属全资单船公司在扬州仪征接收了1艘82,000 载重吨级的卡姆萨型干散货船"明福"轮。该轮为公司2023年订造的4艘新型节能环保卡姆萨型干散货船 的第1艘，具备灵活的多货种运输能力，尤其是专业的粮食运输能力，将有效扩充公司自有巴拿马型船 队规模，提升市场竞争力和持续盈利能力。截至公告发布之日，公司干散货船板块拥有和营运管理中的 船舶103艘，在手订单15艘。 ...

9月25日，中触媒盘中下跌2.01%，截至14:13，报27.82元/股，成交3932.19万元，换手率0.79%，总市值 49.02亿元。 截至6月30日，中触媒股东户数5707.00，较上期增加5.14%；人均流通股16261股，较上期减少4.89%。 2025年1月-6月，中触媒实现营业收入4.61亿元，同比增长16.46%；归母净利润1.27亿元，同比增长 31.52%。 分红方面，中触媒A股上市后累计派现1.82亿元。近三年，累计派现1.41亿元。 责任编辑：小浪快报 资料显示，中触媒新材料股份有限公司位于辽宁省大连普湾新区松木岛化工园区，成立日期2008年8月8 日，上市日期2022年2月16日，公司主营业务涉及特种分子筛及催化新材料产品的研发、生产、销售及 化工技术、化工工艺服务。主营业务收入构成为：特种分子筛及催化剂系列89.46%，非分子筛催化剂 系列6.28%，其他(补充)3.12%，技术收入1.14%。 中触媒所属申万行业为：基础化工-化学制品-其他化学制品。所属概念板块包括：小盘、环氧丙烷、国 六概念、专精特新、节能环保等。 资金流向方面，主力资金净流入48.48万元，大单买入950. ...

Core Viewpoint - The stock price of Debang Lighting has experienced fluctuations, with a recent decline despite an overall increase this year, indicating potential volatility in the market [1][2]. Group 1: Stock Performance - As of September 25, Debang Lighting's stock price was 13.19 CNY per share, down 2.01% during the trading session [1]. - Year-to-date, the stock has increased by 26.63%, but it has seen a decline of 3.03% over the last five trading days and 13.63% over the last twenty days [2]. - The stock has appreciated by 15.08% over the past sixty days [2]. Group 2: Financial Performance - For the first half of 2025, Debang Lighting reported a revenue of 2.152 billion CNY, reflecting a year-on-year growth of 0.40% [2]. - The net profit attributable to shareholders was 143 million CNY, which represents a year-on-year decrease of 19.66% [2]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders was 9,531, a decrease of 4.72% from the previous period [2]. - The average number of circulating shares per shareholder increased by 4.95% to 50,041 shares [2]. - The company has distributed a total of 1.579 billion CNY in dividends since its A-share listing, with 963 million CNY distributed over the past three years [3]. Group 4: Institutional Holdings - As of June 30, 2025, the fourth largest circulating shareholder was Huaxia Industry Prosperity Mixed Fund, holding 11.4637 million shares, a decrease of 2.4985 million shares from the previous period [3]. - Hong Kong Central Clearing Limited was the fifth largest circulating shareholder, holding 5.8028 million shares, down by 204,940 shares [3].