格隆汇11月24日丨华立股份(603038.SH)公布，为进一步开拓新疆地区智慧水务业务，实现超滤水处理 装备及智慧水务软件平台打入新疆市场。公司膜滤事业部下属公司江苏诺莱智慧水务装备有限公司(以 下简称"江苏诺莱")拟采取"参股+膜滤装备销售"模式，与其联营公司新疆河润忆源水处理科技有限公司 (以下简称"新疆河润忆源")签署设备采购安装合同，新疆河润忆源拟向江苏诺莱采购合同设备、技术服 务和质保期服务，合同总金额暂定为5,928.47万元。 ...

Core Viewpoint - Puhua Technology's stock has shown a mixed performance with a year-to-date increase of 24.78%, but a recent decline of 2.41% over the last five trading days, indicating volatility in its market position [1]. Financial Performance - For the period from January to September 2025, Puhua Technology reported a revenue of 3.152 billion yuan, reflecting a year-on-year decrease of 7.82%. The net profit attributable to shareholders was 17.5567 million yuan, down 3.80% compared to the previous year [2]. - Cumulative cash dividends since the company's A-share listing amount to 490 million yuan, with 130 million yuan distributed over the last three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Puhua Technology decreased by 7.01% to 28,800, while the average circulating shares per person increased by 7.54% to 23,639 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 20.1067 million shares, an increase of 4.9016 million shares from the previous period. Changcheng Jiujia Innovation Growth Mixed A (004666) is a new entrant among the top shareholders with 7.7 million shares [3]. Market Activity - On November 20, Puhua Technology's stock price rose by 2.02% to 26.73 yuan per share, with a trading volume of 221 million yuan and a turnover rate of 1.22%. The total market capitalization reached 18.191 billion yuan [1]. - The net outflow of main funds was 18.0658 million yuan, with large orders showing a buy of 51.1494 million yuan and a sell of 62.5638 million yuan, indicating significant trading activity [1].

华经产业研究院为助力企业、科研、投资机构等单位了解水务工程行业发展态势及未来趋势，特重磅推出《2026-2032年中国水务工程行业发展潜力预测及 投资战略咨询报告》，本报告由华经产业研究院研究团队对水务工程行业进行多年跟踪研究，使用桌面研究与定量调查、定性分析相结合的方式，全面解读 水务工程行业市场，深度挖掘行业潜在商机；科学运用研究模型，多维度对行业投资风险进行评估后精心研究编制。 水务工程是指为解决水资源开发利用、优化配置、节约保护以及水灾害防治等问题，所开展的一系列工程建设与管理活动的总称。其核心涵盖两大领域，一 是水资源开发与利用工程，包括水库、引水渠、取水构筑物等蓄水、输水设施，以及自来水厂、供水管网等城镇和工业供水系统；二是水环境保护与水灾害 防治工程，包含污水处理厂、污水管网、再生水利用设施等水污染治理项目，还有防洪堤、排涝泵站、河道整治等防洪排涝工程。 由于管网维护、水质提升以及生态环保等方面的成本持续上涨，我国不少水务企业陷入了 "成本倒挂" 的困境。而供水量的变化也会影响水价的调整，2024 年以来，全国各地的水价调整工作明显加快，而且上调幅度较大。2024年中国供水总量约为5928亿立方 ...

Core Viewpoint - The stock of Weipage has shown a significant increase in price and trading activity, indicating potential investor interest and market confidence in the company's performance [1][2]. Group 1: Stock Performance - On November 19, Weipage's stock rose by 2.03%, reaching 7.03 CNY per share, with a trading volume of 1.05 billion CNY and a turnover rate of 2.65%, resulting in a total market capitalization of 40.06 billion CNY [1]. - Year-to-date, Weipage's stock price has increased by 32.64%, with a 6.03% rise over the last five trading days and an 8.49% increase over the last 20 days, although it has seen a slight decline of 1.13% over the past 60 days [1]. - Weipage has appeared on the "Dragon and Tiger List" 12 times this year, with the most recent appearance on September 19, where it recorded a net purchase of 46.03 million CNY [1]. Group 2: Company Overview - Shanghai Weipage Smart Water Co., Ltd. was established on July 29, 2011, and went public on February 22, 2019. The company specializes in the research, production, sales, and service of water supply equipment, as well as the development and operation of smart water management platforms [2]. - The company's revenue composition includes smart water supply (46.77%), smart water management (21.72%), smart water plants (11.64%), other services (8.79%), smart metering (7.91%), and spatial computing (3.17%) [2]. - As of September 30, the number of Weipage shareholders was 48,700, a decrease of 11.99% from the previous period, with an average of 11,694 circulating shares per person, an increase of 13.63% [2]. Group 3: Financial Performance - For the period from January to September 2025, Weipage reported a revenue of 591 million CNY, a year-on-year decrease of 21.47%, while the net profit attributable to shareholders was -73.66 million CNY, reflecting a year-on-year increase of 52.82% [2]. - Since its A-share listing, Weipage has distributed a total of 363 million CNY in dividends, with cumulative distributions of 99.56 million CNY over the past three years [2].

Core Viewpoint - Puhua Technology's stock has experienced fluctuations, with a recent decline of 2.05%, while the company has shown a year-to-date increase of 27.11% in stock price [1] Financial Performance - For the period from January to September 2025, Puhua Technology reported revenue of 3.152 billion yuan, a year-on-year decrease of 7.82%, and a net profit attributable to shareholders of 17.5567 million yuan, down 3.80% year-on-year [2] - Cumulative cash dividends since the company's A-share listing amount to 490 million yuan, with 130 million yuan distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders for Puhua Technology is 28,800, a decrease of 7.01% from the previous period, while the average circulating shares per person increased by 7.54% to 23,639 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 20.1067 million shares, an increase of 4.9016 million shares from the previous period [3] Business Overview - Puhua Technology, established in November 1994 and listed in January 2011, is based in Guangzhou and specializes in information network construction services, communication circuit board production, and various communication solutions [1] - The company's main business revenue composition includes public communication (36.06%), private communication and smart applications (35.41%), and intelligent manufacturing (28.53%) [1] Market Activity - As of November 19, 2023, Puhua Technology's stock price is 27.23 yuan per share, with a market capitalization of 18.531 billion yuan and a trading volume of 110 million yuan [1] - The stock has seen a recent net outflow of 9.1663 million yuan in principal funds, with significant selling pressure compared to buying [1]

Core Viewpoint - The "2025 Environmental Water Industry Technology Expo" was successfully held in Shenzhen, showcasing the advancements in smart water management and the role of Ningbo Water Meter Group as a leading enterprise in the water metering industry [1][3] Group 1: Event Overview - The expo was guided by Shenzhen's Technology Innovation Bureau and Water Affairs Bureau, focusing on "empowering innovation and the future of smart water" [1] - The event aimed to promote innovation and green transformation in the environmental water industry, fostering the development of AI in water management [1] Group 2: Company Highlights - Ningbo Water Meter Group showcased over 1,000 product models in water metering, serving more than 2,300 domestic water companies and exporting to over 80 countries [2] - The company's collaboration with Shenzhen Environmental Water Group on the NB-IoT wireless remote water meter attracted significant attention from attendees [2] - The demand for high-performance water meter products is expanding, particularly for ultrasonic water meters, as highlighted in a presentation on application pain points and solutions [2] Group 3: Future Directions - Ningbo Water Meter Group aims to continue leading the industry by addressing the practical needs of water management in the Guangdong-Hong Kong-Macao Greater Bay Area, injecting new vitality and momentum into regional development [3]

Core Points - Puhua Technology's stock price decreased by 2.01% on November 14, trading at 26.84 CNY per share with a market capitalization of 18.266 billion CNY [1] - The company has seen a year-to-date stock price increase of 25.29%, but a recent decline of 2.15% over the last five trading days [1] - As of September 30, 2025, Puhua Technology reported a revenue of 3.152 billion CNY, a year-on-year decrease of 7.82%, and a net profit of 17.557 million CNY, down 3.80% year-on-year [2] Financial Performance - The company has a total market capitalization of 18.266 billion CNY and a trading volume of 42.3759 million CNY on November 14 [1] - The main business revenue breakdown includes: public communication (36.06%), private network communication and smart applications (35.41%), and intelligent manufacturing (28.53%) [1] - Cumulative cash dividends since the A-share listing amount to 490 million CNY, with 130 million CNY distributed over the last three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 7.01% to 28,800, while the average number of circulating shares per person increased by 7.54% to 23,639 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 4.9016 million shares to 20.1067 million shares [3]

Core Viewpoint - Digital政通's wholly-owned subsidiary, Baoding Jindi, has won a bid for the "Smart Water Management Project" in Jinan, Shandong Province, with a total contract value of 109 million yuan [1] Group 1 - Baoding Jindi is part of a consortium with Hailu Environmental Protection and Shandong Urban Construction Institute for the project [1] - Baoding Jindi will undertake 70.8% of the total contract workload, corresponding to approximately 77 million yuan [1]

Core Points - Ningbo Water Meter (Group) Co., Ltd. has developed an electromagnetic water meter that has been recognized as an "Excellent Industrial Product" in Zhejiang Province for 2025, highlighting its technical performance and market application [1] - The electromagnetic water meter features a design without mechanical moving parts, offering high precision, low power consumption, wide measurement range, and reliability, with an IP68 protection rating [1] - The product addresses issues found in traditional water meters, such as high pressure loss, clogging, and inability to measure low flow rates, making it suitable for various applications including urban water supply and agricultural irrigation [1] - The recognition reflects the company's ongoing investment in research and development in the electromagnetic water meter field, with positive user feedback from multiple municipal water projects [1] - The company plans to continue focusing on water measurement, enhancing product reliability and technical services, and advancing smart water solutions for industry clients [2]

Core Points - Puhua Technology's stock price decreased by 2.07% on November 4, trading at 25.07 yuan per share with a market capitalization of 17.061 billion yuan [1] - The company experienced a net outflow of main funds amounting to 16.7857 million yuan, with significant selling pressure observed [1] - Year-to-date, the stock has increased by 17.03%, but it has seen a decline of 9.59% over the past 20 days [1] Financial Performance - For the period from January to September 2025, Puhua Technology reported a revenue of 3.152 billion yuan, a year-on-year decrease of 7.82%, and a net profit attributable to shareholders of 17.5567 million yuan, down 3.80% year-on-year [2] - Cumulative cash dividends since the company's A-share listing amount to 490 million yuan, with 130 million yuan distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 7.01% to 28,800, while the average number of circulating shares per person increased by 7.54% to 23,639 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 4.9016 million shares to 20.1067 million shares [3]