资金流向方面，主力资金净流入136.11万元，大单买入743.63万元，占比23.38%，卖出607.52万元，占 比19.10%。 9月25日，佳华科技盘中上涨2.01%，截至11:28，报45.23元/股，成交3180.44万元，换手率0.92%，总市 值34.98亿元。 佳华科技今年以来股价涨117.24%，近5个交易日涨2.45%，近20日涨20.55%，近60日涨85.29%。 截至6月30日，佳华科技股东户数5075.00，较上期增加11.22%；人均流通股15238股，较上期减少 10.09%。2025年1月-6月，佳华科技实现营业收入1.09亿元，同比减少38.91%；归母净利润-4088.17万 元，同比减少38.55%。 分红方面，佳华科技A股上市后累计派现8885.68万元。近三年，累计派现0.00元。 责任编辑：小浪快报 资料显示，罗克佳华科技集团股份有限公司位于北京市通州区观音庵南街2号院保利·大都汇T3栋14层， 成立日期2007年9月14日，上市日期2020年3月20日，公司主营业务涉及建筑智能化、智能脱硫运营、智 慧环保、智慧城市、环保监控与信息化。主营业务收入构成为：智慧环保 ...

Core Viewpoint - Rongsheng Environmental Protection's stock price has experienced fluctuations, with a recent decline of 2.05% and a year-to-date increase of 14.04% [1] Financial Performance - For the first half of 2025, Rongsheng Environmental Protection reported revenue of 1.061 billion yuan, a year-on-year decrease of 5.53% [2] - The net profit attributable to shareholders for the same period was 115 million yuan, down 34.57% year-on-year [2] Shareholder Information - As of June 30, 2025, the number of shareholders for Rongsheng Environmental Protection was 14,600, a decrease of 3.75% from the previous period [2] - The average number of circulating shares per shareholder increased by 3.89% to 18,610 shares [2] Dividend Distribution - Since its A-share listing, Rongsheng Environmental Protection has distributed a total of 922 million yuan in dividends, with 388 million yuan distributed over the past three years [3] Institutional Holdings - As of June 30, 2025, two new institutional shareholders entered the top ten circulating shareholders: Huaxia Zhuoxin One-Year Open Bond Fund (holding 900,000 shares) and Huaxia Hope Bond A (holding 750,100 shares) [3]

Group 1 - The core viewpoint of the news is that Weili's stock has experienced fluctuations, with a current price of 4.59 yuan per share and a market capitalization of 3.615 billion yuan, despite a year-to-date increase of 30.77% [1] - As of August 20, the number of Weili's shareholders decreased by 1.03% to 19,200, while the average circulating shares per person increased by 1.04% to 40,425 shares [2] - In the first half of 2025, Weili reported a revenue of 795 million yuan, a year-on-year decrease of 20.84%, and a net profit attributable to shareholders of -36.84 million yuan, a year-on-year decrease of 187.28% [2] Group 2 - Weili has distributed a total of 498 million yuan in dividends since its A-share listing, with 46.038 million yuan distributed in the last three years [3] - The company's main business includes waste leachate treatment, sewage treatment, kitchen waste treatment, flue gas purification, energy-saving services, and the production and sales of industrial VOC recovery equipment [1] - The revenue composition of Weili's main business is as follows: BOT operation services 31.03%, operation services 27.58%, environmental equipment 20.31%, environmental engineering 17.69%, energy-saving services 1.76%, and others 1.63% [1]

瀚蓝环境所属申万行业为：环保-环境治理-固废治理。所属概念板块包括：粤港澳、垃圾发电、节能环 保、碳中和、天然气等。 9月25日，瀚蓝环境盘中下跌2.02%，截至10:21，报27.11元/股，成交4712.90万元，换手率0.21%，总市 值221.04亿元。 资金流向方面，主力资金净流出130.74万元，大单买入191.58万元，占比4.07%，卖出322.32万元，占比 6.84%。 瀚蓝环境今年以来股价涨18.80%，近5个交易日涨3.79%，近20日涨4.11%，近60日涨15.12%。 资料显示，瀚蓝环境股份有限公司位于广东省佛山市南海区桂城融和路23号瀚蓝广场，成立日期1992年 12月17日，上市日期2000年12月25日，公司主营业务涉及自来水供应、污水处理、固废处理、燃气供 应。主营业务收入构成为：固废业务37.71%，能源供应业务32.36%，环卫业务9.14%，供水业务 8.48%，排水业务5.11%，PPP项目合同产生的利息收入3.46%，PPP项目合同产生的建设收入2.22%，其 他业务1.52%。 分红方面，瀚蓝环境A股上市后累计派现29.99亿元。近三年，累计派现12.23亿元 ...

Company Overview - Black Cat Holdings, established on July 12, 2001, and listed on September 15, 2006, is located in Jingdezhen, Jiangxi Province. The company primarily engages in the production and sales of carbon black, refined tar products, and white carbon black [1][2]. Financial Performance - For the first half of 2025, Black Cat Holdings reported a revenue of 4.296 billion yuan, a year-on-year decrease of 12.56%. The net profit attributable to shareholders was -115 million yuan, reflecting a significant year-on-year decline of 110.97% [2]. - The company has cumulatively distributed 753 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Stock Performance - As of September 25, Black Cat Holdings' stock price was 11.42 yuan per share, with a market capitalization of 8.398 billion yuan. The stock has increased by 7.33% year-to-date, with a 7.13% rise over the last five trading days [1]. - The stock has seen a net outflow of 17.6971 million yuan in principal funds, with significant selling pressure observed [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders increased by 10.60% to 38,900, with an average of 18,883 shares held per shareholder, a decrease of 9.51% [2]. - Notable institutional shareholders include Guotai Asset Management and South China Asset Management, with some new entrants in the top ten shareholders [3]. Industry Context - Black Cat Holdings operates within the basic chemical industry, specifically in the rubber and carbon black sectors. The company is associated with various concepts, including carbon black, small-cap stocks, coal chemical, tire manufacturing, and energy conservation and environmental protection [2].

9月25日，鲁阳节能盘中下跌2.01%，截至09:39，报13.14元/股，成交921.16万元，换手率0.14%，总市 值67.42亿元。 资金流向方面，主力资金净流出129.32万元，大单买入23.90万元，占比2.59%，卖出153.22万元，占比 16.63%。 鲁阳节能今年以来股价涨9.59%，近5个交易日涨3.30%，近20日涨13.08%，近60日涨21.33%。 资料显示，山东鲁阳节能材料股份有限公司位于山东省淄博市沂源县城沂河路11号，成立日期1992年10 月14日，上市日期2006年11月30日，公司主营业务涉及陶瓷纤维、可溶纤维、氧化铝纤维、轻质莫来石 砖等耐火保温产品的研发、生产、销售、施工业务,玄武岩纤维产品的研发、生产、销售业务。主营业 务收入构成为：陶瓷纤维产品87.65%，工业过滤制品6.47%，汽车衬垫产品5.54%，其他(补充)0.34%。 分红方面，鲁阳节能A股上市后累计派现27.72亿元。近三年，累计派现12.25亿元。 机构持仓方面，截止2025年6月30日，鲁阳节能十大流通股东中，易方达中证红利ETF（515180）位居 第五大流通股东，持股327.83万股，相比 ...

Group 1 - The core viewpoint of the news is that Baitong Energy's stock has experienced fluctuations, with a current price of 12.75 CNY per share and a year-to-date decline of 11.89% [1] - As of June 30, Baitong Energy had 31,600 shareholders, a decrease of 4.86% from the previous period, with an average of 6,765 circulating shares per shareholder, an increase of 6.32% [2] - The company reported a revenue of 5.26 billion CNY for the first half of 2025, a year-on-year decrease of 8.36%, and a net profit attributable to shareholders of 988.29 million CNY, down 7.32% year-on-year [2] Group 2 - Baitong Energy's main business involves centralized heating in industrial parks, with steam accounting for 89.46% of its revenue, electricity 10.12%, and other sources 0.42% [1] - Since its A-share listing, Baitong Energy has distributed a total of 184 million CNY in dividends [3] - The company operates within the public utility sector, specifically in electricity and heat services, and is associated with concepts such as energy conservation and environmental protection [2]

Group 1 - Shanghai Construction Group Co., Ltd. experienced a stock price decline of 2.15% on September 25, with a trading price of 3.18 CNY per share and a total market capitalization of 28.257 billion CNY [1] - The company has seen a year-to-date stock price increase of 22.78%, but a recent decline of 18.04% over the last five trading days [1] - The company has appeared on the "Dragon and Tiger List" five times this year, with the most recent appearance on September 23, where it recorded a net buy of 236 million CNY [1] Group 2 - Shanghai Construction Group was established on June 15, 1998, and went public on June 23, 1998, with its main business activities including construction, civil engineering, real estate development, and infrastructure investment [2] - The revenue composition of the company shows that construction and contracting account for 89.37%, while real estate development contributes only 0.53% [2] - As of June 30, 2025, the company reported a revenue of 105.042 billion CNY, a year-on-year decrease of 28.04%, and a net profit of 710 million CNY, down 14.07% year-on-year [2] Group 3 - Since its A-share listing, Shanghai Construction Group has distributed a total of 12.889 billion CNY in dividends, with 1.511 billion CNY distributed over the last three years [3] - As of June 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 185 million shares, a decrease of 46.4298 million shares from the previous period [3] - The Southern CSI 500 ETF increased its holdings to 79.4849 million shares, up by 10.8582 million shares compared to the previous period [3]

来源：新浪证券-红岸工作室 9月24日，美新科技涨0.74%，成交额2734.44万元，换手率1.84%，总市值24.13亿元。 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) 资金分析 主力没有控盘，筹码分布非常分散，主力成交额1061.07万，占总成交额的4.45%。 技术面：筹码平均交易成本为20.54元 该股筹码平均交易成本为20.54元，近期筹码减仓，但减仓程度减缓；目前股价在压力位21.10和支撑位 19.15之间，可以做区间波段。 今日主力净流入-157.24万，占比0.06%，行业排名43/75，连续3日被主力资金减仓；所属行业主力净流 入-1.16亿，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-157.24万-389.10万-1061.07万-2075.60万-2678.01万 主力持仓 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 ...

Core Viewpoint - The company Meiyai (China) Environmental Technology Co., Ltd. is positioned as a leading domestic brand in the air purification and environmental governance sector, particularly in the semiconductor industry, with significant growth potential due to its advanced technology and strong market presence [2][3]. Company Overview - Meiyai specializes in the research, development, production, and sales of air purification products and atmospheric environmental governance products, with a primary focus on fan filter units, filter products, and air purification equipment [3][7]. - The company was awarded the national-level "specialized and innovative" title of "little giant" at the end of 2021, establishing itself as a leader in cleanroom equipment for the electronics semiconductor sector [3][7]. Financial Performance - For the first half of 2025, Meiyai achieved operating revenue of 935 million yuan, representing a year-on-year growth of 23.51%, and a net profit attributable to shareholders of 98.02 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 Supply Chain - Meiyai has developed the first domestic 28nm lithography equipment and provides essential air purification products to major semiconductor manufacturers, including Intel and ST Microelectronics, positioning itself competitively against international brands [2][3]. - The company has long-term supply agreements with SMIC, supplying various air purification products to meet stringent cleanliness standards for advanced semiconductor manufacturing processes [2][3]. Stock Performance and Investor Sentiment - On September 24, the stock price of Meiyai fell by 1.34%, with a trading volume of 191 million yuan and a turnover rate of 6.82%, resulting in a total market capitalization of 7.231 billion yuan [1]. - Recent trading data indicates a net outflow of 18.65 million yuan from main funds, with a lack of clear trends in main fund movements over the past few days [4][5].