内容概况：作为工业生产中的关键环保设备，除尘滤袋在工业除尘领域中展现出多种显著优势。首先， 除尘滤袋采用的耐高温且耐腐蚀的纤维材质，确保了它在恶劣的工作环境中仍能保持优异的性能。其 次，除尘滤袋的设计精巧，专门用于捕捉和过滤工业生产中的粉尘颗粒，有效截留空气中的粉尘，实现 空气的深度净化。此外，除尘滤袋还具有使用寿命长的特点，能够在长时间的使用过程中保持高效的除 尘效果。近年来，在工业污染治理、空气质量改善等政策的推动下，中国除尘滤袋市场规模呈现出稳步 增长的态势。据统计，中国除尘滤袋行业市场规模从2015年的39.86亿元增长至2024年的118.65亿元，年 复合增长率为12.88%。未来，随着钢铁、水泥、电力等重点行业的超低排放改造持续推进，以及非电 行业环保治理需求的释放，除尘滤袋市场仍将保持增长态势，预计2025年中国除尘滤袋行业市场规模将 达到126亿元。 相关上市企业：严牌股份（301081）、中创环保（300056）、东华能源（002221）、卫星化学 （002648）、中国石化（600028）、宝丰能源（600989）、恒力石化（600346）、上海石化 （600688）、鞍钢股份（0008 ...

Group 1 - The core viewpoint of the article highlights that China Petroleum & Chemical Corporation (Sinopec) Chuanwei Chemical has been recognized as a "Green Factory" by Chongqing City for its outstanding performance in energy conservation, green low-carbon initiatives, and environmental governance [1][2] Group 2 - In terms of energy conservation, Chuanwei Chemical has eliminated high-energy consumption and inefficient production capacity, optimized process parameters, and promoted high-efficiency energy-saving equipment, significantly reducing energy consumption per unit of product [1] - The company has established a refined energy management system for real-time monitoring and dynamic adjustment of energy consumption, enhancing energy utilization through technologies such as energy cascading utilization and waste heat recovery [1] Group 3 - Regarding green low-carbon initiatives, Chuanwei Chemical has released a "Carbon Peak Action Plan before 2030," outlining key tasks and forming a carbon emission management expert team to ensure a continuous decline in total carbon emissions and intensity [1] - The company actively participates in national and Chongqing carbon market trading and has launched the "Ten Thousand Stations Sunlight" initiative, constructing distributed photovoltaic power generation projects [1] Group 4 - In environmental governance, Chuanwei Chemical has established a professional environmental management team, focusing on both "source prevention + end treatment" and continuously promoting the construction of "waste-free factories" and "odor-free factories" [2] - The company has upgraded its wastewater treatment facilities and completed ultra-low emission transformations for coal-fired boilers, while also building a 110,000 cubic meter water risk prevention system [2] - Chuanwei Chemical has implemented the recycling of waste sulfuric acid to reduce high-concentration methanol wastewater at the source and has constructed the Sinopec Southwest hazardous waste disposal center to enhance its green supply chain [2]

蓝天白云下的渭南市城区。 蓝天，不仅是气象指标，更是城市治理水平和发展理念的真实映照。在陕西省渭南市，这份"蓝天之约"不是一句口号，而是一项项实打实的攻坚行动。从治 理"看得见的烟"，到盯紧"看不见的气"，从清理地头一把火，到拦截路上超标车，每一个决策的背后是"见微知著"的技术逻辑，更是"咬定青山不放松"的城 市决心。 数据印证了这一事实：2024年，渭南市中心城区环境空气质量综合指数为4.541，空气质量综合指数、优良天数、PM2.5浓度均创有监测记录以来最佳；截至 今年6月30日，渭南市优良天数118天，同比增加9天；六项污染物浓度"五降一升"。 科技赋能从人工到智能的跨越 7月4日上午10时许，渭南科顺新型材料有限公司门口，一辆大货车驶来，门口上方的高清摄像头精准识别，挡车杆随即自动抬起，一旁的运输监管屏即时显 示出车牌号码、排放阶段、通行时间、通行数量、通行提示、管控状态等信息。 "这就是我们企业升级后的环保门禁系统，能自动拦截国三以下货车，既提升效率，又降低人工误差，还能形成环保数据闭环。"公司安环部主管高子华说， 大货车进出厂区，门口摄像头抓拍车牌，系统比对排放数据库，达标秒放，不达标报警，并生成 ...

Financial Performance - In the first half of 2025, the company reported operating revenue of 1.032 billion yuan, a year-on-year decrease of 10.44% [1] - The net profit attributable to shareholders was 191 million yuan, an increase of 50.03% year-on-year [1] - The net profit after deducting non-recurring gains and losses was 184 million yuan, reflecting a year-on-year growth of 56.29% [1] - Basic earnings per share were 0.23 yuan [1] Profitability Metrics - The gross profit margin for the first half of 2025 was 30.32%, up by 6.74 percentage points year-on-year [1] - The net profit margin was 18.55%, an increase of 7.73 percentage points compared to the same period last year [1] Expense Management - Total operating expenses for the first half of the year were 102 million yuan, a decrease of 21.23 million yuan compared to the previous year [1] - The expense ratio was 9.90%, down by 0.81 percentage points year-on-year [1] - Sales expenses decreased by 2.90%, management expenses decreased by 4.31%, R&D expenses decreased by 26.05%, and financial expenses decreased by 69.51% [1] Executive Compensation - The chairman, Xu Yuansheng, received a salary of 980,000 yuan in 2024, while the president, Xu Ran, earned 1.38 million yuan [3] - Xu Yuansheng has a background in various leadership roles within the company and related entities [3] Company Overview - The company achieved operating revenue of 2.789 billion yuan in 2024, a slight decrease of 0.23% year-on-year [5] - The net profit attributable to shareholders was 377 million yuan, reflecting a year-on-year increase of 10.86% [5] - The company specializes in manufacturing industrial waste heat boilers, large and special material pressure vessels, and nuclear safety equipment, as well as environmental remediation services [5]

Core Viewpoint - The report outlines the ongoing public offering of shares by China Shipbuilding (Handan) Peric Special Gas Co., Ltd., detailing the issuance of 79,411,765 shares at a price of 36.15 RMB per share, raising a total of approximately 2.87 billion RMB. The report also emphasizes the continuous supervision and compliance measures undertaken by the sponsor, CITIC Securities, during the listing process [1]. Continuous Supervision Work - The sponsor has established and effectively implemented a continuous supervision work system, ensuring compliance with regulations [3]. - A continuous supervision agreement was signed between the sponsor and the company, clarifying rights and obligations during the supervision period [3]. - The sponsor conducts ongoing supervision through regular communication, site visits, and due diligence [3][4]. Financial Performance - For the first half of 2024, the company reported operating revenue of approximately 1.04 billion RMB, a 12.60% increase compared to the previous year [10]. - The net profit attributable to shareholders was approximately 196.18 million RMB, reflecting a decrease of 4.77% [10]. - The company's total assets reached approximately 6.57 billion RMB, an increase of 3.93% [10]. Core Competitiveness - The company focuses on technological innovation and has established a strong R&D team, with 138 dedicated R&D personnel, accounting for over 16% of the workforce [11]. - The company holds 174 invention patents and 161 utility model patents, showcasing its commitment to innovation [11]. - The company has developed advanced core technologies in various processes, with seven technologies at an international leading level [11]. Risk Factors - The company faces core competitiveness risks due to the rapid technological advancements in the semiconductor industry, necessitating continuous R&D investment [6]. - Operational risks are present as the company’s products are critical to high-end manufacturing, and any quality issues could lead to significant customer complaints and financial liabilities [6]. - Financial risks are highlighted due to the capital-intensive nature of the industry, with fixed assets accounting for 37.83% of total assets [7]. Compliance and Governance - The company has maintained compliance with relevant regulations and has not encountered any major violations during the supervision period [4][8]. - The governance structure has been refined to ensure clear responsibilities among the board and management, aligning with modern corporate governance practices [12]. Market Position and Client Base - The company has established a diverse client base, including major players in the semiconductor and display panel industries, enhancing its market position [13]. - The company has entered the supply chain for advanced 3nm process nodes, indicating its capability to meet high industry standards [13]. Use of Raised Funds - As of June 30, 2025, the company has maintained compliance in the use of raised funds, with a balance of approximately 2.15 billion RMB in the dedicated account [17].

Core Viewpoint - Recent advertisements by certain environmental service companies on short video platforms claiming to achieve compliance with environmental inspections in "three seconds" have raised concerns about the industry's promotional chaos and the lack of legal awareness among some companies [1] Group 1: Industry Issues - The advertisements promote a misleading notion of environmental compliance, turning pollution control into a "performance-based achievement," which may lead companies to neglect daily environmental management [1] - Such advertising practices could encourage data falsification and a sense of impunity among companies, ultimately exacerbating environmental pollution [1] - There is an urgent need to rectify these harmful advertisements to purify the environmental service market [1] Group 2: Regulatory Recommendations - Regulatory bodies should collaborate to address these issues, with short video platforms establishing strict review mechanisms to promptly remove illegal content [1] - Market regulatory departments should impose severe penalties on environmental service companies that publish false or misleading advertisements to create a deterrent effect [1] - Environmental departments must enhance enforcement against companies that falsify data and hold them accountable for their actions [1] Group 3: Corporate Responsibility - Companies must strengthen their sense of responsibility in environmental management, abandoning the mindset of "just passing inspections" and viewing compliance as essential for long-term development [2] - It is crucial for companies to collaborate with professional and responsible environmental service providers [2]

Group 1: Production and Operational Performance - The complete cost of pig farming in April 2025 was approximately 12.4 CNY/kg, with a survival rate of around 83% and a PSY of about 28 [4] - About 30% of the farms had a complete cost below 12 CNY/kg, with some excellent farms managing to keep costs under 11 CNY/kg [4] - The average daily weight gain for fattening pigs was around 830g, and the feed-to-meat ratio during the fattening phase was approximately 2.8 [4] Group 2: Slaughter and Meat Business Performance - The capacity utilization rate for the slaughter and meat business exceeded 70%, showing significant year-on-year improvement [5] - The improvement is attributed to the expansion of sales channels and enhanced internal operational capabilities [5] - Future efforts will focus on improving operational efficiency, enhancing product segmentation, and better understanding consumer demands to boost profitability [5] Group 3: Hong Kong Stock Issuance Considerations - The Hong Kong stock issuance is a key step in the company's global strategy, aiming to leverage technical advantages and cost control capabilities [6] - The funds raised will be used for global expansion, R&D investments, and to supplement working capital [6] - The company aims to attract more international and long-term investors to optimize its shareholder structure [6] Group 4: Issuance Timeline and Planning - The company submitted its application for H-share listing on May 27, 2025, and is awaiting approvals from relevant regulatory bodies [7] - The issuance timing and scale will be determined based on market conditions and investor acceptance [7] - The project is progressing smoothly, with updates to be provided in accordance with legal requirements [8] Group 5: Future Development Plans - From 2018 to 2020, the company experienced rapid growth, transitioning to high-quality development in 2021 [9] - Future plans include focusing on core business, exploring growth opportunities through industry connections, and advancing international strategies [9] - The company aims to enhance production performance and utilize existing capacity effectively [9]