据证券之星公开数据整理，近期飞南资源(301500)发布2025年中报。根据财报显示，飞南资源营收净利 润同比双双增长。截至本报告期末，公司营业总收入65.43亿元，同比上升18.14%，归母净利润1.59亿 元，同比上升90.39%。按单季度数据看，第二季度营业总收入35.0亿元，同比上升7.6%，第二季度归母 净利润1.54亿元，同比下降2.8%。 本次财报公布的各项数据指标表现一般。其中，毛利率7.54%，同比减12.17%，净利率2.7%，同比增 64.91%，销售费用、管理费用、财务费用总计2.29亿元，三费占营收比3.5%，同比增4.26%，每股净资 产11.54元，同比增3.28%，每股经营性现金流0.06元，同比减93.62%，每股收益0.4元，同比增90.1% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 55.38 Z | 65.43 乙 | 18.14% | | 归母净利润(元) | 8364.56万 | 1.59亿 | 90.39% | | 扣非净利润(元) | 1.94亿 | 1.92 ...

证券研究报告 赛恩斯 (688480 CH) 铼酸铵等新业务拓展持续推进 2025 年 8 月 21 日│中国内地 专用设备 公司公布 25H1 业绩：收入 4.23 亿元，同比+18.81%；归母净利润 0.49 亿 元，同比-57.50%；扣非归母净利 0.47 亿元，同比-12.70%，归母净利下降 速度快于扣非，主要系 24H1 公司收购产生的投资收益较高。25Q2 收入 2.53 亿元，同比/环比+0.34%/+48.37%；归母净利 0.31 亿元，同比/环比 -12.91%/+76.60%；扣非归母净利 0.30 亿元，同比/环比-21.84%/+76.67%。 我们看好公司在主业稳健增长的背景下，铜萃取剂、硫化钠、浮选药剂和铼 酸铵等新业务进一步打开公司收入成长空间，维持"买入"评级。 运营与产品推动收入 25H1 增长，三大业务结构持续优化 运营服务与药剂销售业务增长带动公司收入增长，业务结构持续优化。25H1 公司运营服务/药剂销售/解决方案收入为 2.01/1.66/0.53 亿元，同比 +53.02%/41.84%/-49.80%；收入占比为 47.50%/39.25%/12.42%， ...

Group 1 - The core viewpoint of the articles emphasizes the successful implementation of rural revitalization and the creation of civilized villages in Liaoning Province, showcasing improvements in both the environment and community spirit [1][6][7] - The environmental governance initiatives have led to significant transformations in rural areas, with communities actively participating in maintaining cleanliness and enhancing their living conditions [2][3] - The integration of cultural and economic development is highlighted, with examples of villages leveraging local resources and tourism to boost income and foster a sense of community pride [6][7] Group 2 - The establishment of community norms and regulations has played a crucial role in promoting civilized behavior and enhancing the quality of life in rural areas [4][5] - Innovative governance methods, such as the "points supermarket" system, have encouraged community involvement and ownership in local affairs, leading to a more engaged citizenry [5][6] - The articles illustrate how the combination of ecological, cultural, and economic strategies is creating sustainable growth and revitalization in rural communities, making them attractive for both residents and visitors [6][7]

企业名称博兴县澈净环境技术有限公司法定代表人倪德会注册资本1000万人民币国标行业水利、环境和 公共设施管理业>生态保护和环境治理业>环境治理业地址山东省滨州市博兴县乔庄镇刘王村村东950米 处（一址多照）企业类型有限责任公司(自然人投资或控股的法人独资)营业期限2025-5-29至无固定期限 登记机关滨州市博兴县市场监督管理局 来源：金融界 序号股东名称持股比例1福建澈净水环境有限公司100% 经营范围含技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；资源循环利用服务技术 咨询；水环境污染防治服务；大气污染监测及检测仪器仪表制造；生态环境材料销售；环保咨询服务； 自然科学研究和试验发展；工程和技术研究和试验发展；环境保护专用设备制造；环境保护监测；水污 染治理；防洪除涝设施管理；生态恢复及生态保护服务；土壤污染治理与修复服务；环境应急治理服 务；自然生态系统保护管理；土壤及场地修复装备销售；土地整治服务；信息技术咨询服务；土壤环境 污染防治服务；生态资源监测；园林绿化工程施工；工程管理服务；城乡市容管理；水利相关咨询服 务；水资源管理；海洋环境监测与探测装备销售；非常规水源利用技术研发；专业设计 ...

Core Viewpoint - The government emphasizes the development of new quality productivity and the construction of a modern industrial system, highlighting that green development is fundamental to high-quality growth and that new quality productivity is inherently green productivity [1] Group 1: Efficiency Improvement - Digital intelligence technology significantly enhances the efficiency of energy and resource utilization, addressing the challenge of limited natural resources against infinite human demands [2] - AI plays a crucial role in digital intelligence technology, enabling self-learning and adaptive capabilities to respond effectively to complex production scenarios [2] - Data-driven decision-making mechanisms transform traditional management into dynamic optimization, improving energy conversion efficiency and resource recycling levels [2] Group 2: Green Low-Carbon Industrial Transformation - Digital intelligence technology serves as a transformative tool for traditional industries, facilitating a paradigm shift through a process of deconstruction, reorganization, and regeneration [3] - The integration of green development theories into every aspect of traditional industries promotes their transition to low-carbon practices while supporting the advancement of emerging industries [3] - Emphasis on innovation in key areas and the application of advanced technologies is essential for accelerating the green low-carbon optimization of industrial structures [3] Group 3: Precision and Transparency in Environmental Governance - Traditional environmental governance faces challenges due to fragmented data and delayed responses, while digital intelligence technology enables comprehensive monitoring systems [4] - The integration of satellite, drone, and ground-based monitoring enhances the precision and transparency of environmental governance, allowing for real-time data collection and pollution tracking [4] - Establishing a data-sharing system through digital intelligence technology fosters collaboration among government, enterprises, and the public, significantly improving environmental governance [4]

Market Overview - In the week from May 6 to May 9, 2025, oil prices surged, domestic equity market indices generally rose, while US stocks experienced a pullback [3] - All primary industries in the Shenwan classification saw an increase, with defense, military industry, telecommunications, and electric equipment sectors leading the gains [3] Fund Issuance - A total of 15 new funds were established in the domestic market this week, with a combined issuance of 6.345 billion units. This included 13 equity funds, 1 bond fund, and 1 mixed fund [4] - Overall, 27 new funds were issued across the market, comprising 18 equity funds, 6 bond funds, and 3 mixed funds [4] Fund Performance Tracking - The defense and military industry theme fund performed notably well, rising by 4.46%, while the pharmaceutical theme fund saw a decline [5] - As of May 9, 2025, the weekly performance of various theme funds was as follows: defense and military (4.46%), financial real estate (2.54%), new energy (2.27%), cyclical (1.30%), industry rotation (1.25%), consumption (1.23%), industry balance (1.20%), TMT (-0.28%), and pharmaceuticals (-1.45%) [5] ETF Market Tracking - This week, equity ETFs experienced a net outflow of 8.514 billion yuan, with broad-based ETFs being the primary direction of outflow. In contrast, commodity ETFs, represented by gold ETFs, saw continued inflows [6] - The median return for equity ETFs was 1.86%, while Hong Kong stock ETFs had a median return of 2.19% with a net outflow of 1.683 billion yuan [6] - The median return for cross-border ETFs was 2.12%, with a net outflow of 1.009 billion yuan, while commodity ETFs had a median return of 0.67% and a net inflow of 2.025 billion yuan [6] Fund Positioning - The estimated position of actively managed equity funds decreased by 0.50 percentage points compared to the previous week (as of April 30, 2025) [8] - In terms of industry allocation, sectors such as electronics, computers, and pharmaceuticals received increased funding, while telecommunications, defense, military, and electric equipment sectors faced reductions [8] ESG Financial Products Tracking - The green bond market saw a slowdown this week, with 6 new green bonds issued, totaling 6.641 billion yuan. Cumulatively, the green bond market has issued 4.43 trillion yuan across 3,822 bonds as of May 9, 2025 [9] - In terms of fund performance, the median return for actively managed equity, passive equity index, and bond ESG funds was 1.54%, 2.04%, and 0.14%, respectively, with low-carbon, sustainable development, and environmental governance themes performing particularly well [9] - As of May 9, 2025, there were 287 existing bank ESG wealth management products, with 2 new fixed-income ESG products launched this week, characterized by lower risk levels [9]