龙净环保所属申万行业为：环保-环保设备Ⅱ-环保设备Ⅲ。所属概念板块包括：固废处理、土壤修复、 光伏玻璃、PM2.5、节能环保等。 截至9月30日，龙净环保股东户数4.44万，较上期增加0.04%；人均流通股28630股，较上期减少0.04%。 2025年1月-9月，龙净环保实现营业收入78.58亿元，同比增长18.09%；归母净利润7.80亿元，同比增长 20.53%。 责任编辑：小浪快报 机构持仓方面，截止2025年9月30日，龙净环保十大流通股东中，广发多因子混合（002943）位居第六 大流通股东，持股2847.03万股，相比上期减少1175.26万股。香港中央结算有限公司位居第九大流通股 东，持股1085.06万股，为新进股东。南方中证1000ETF（512100）退出十大流通股东之列。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 分红方面，龙净环保A股上市后累计派现31.84亿元。近三年，累计派现7.63亿元。 2月5日 ...

来源：新浪证券-红岸工作室 2月4日，优利德跌1.99%，成交额4942.22万元，换手率1.19%，总市值41.39亿元。 异动分析 人民币贬值受益+光伏概念+芯片概念+核污染防治+PM2.5 1、根据2024年年报，公司海外营收占比为54.72%，受益于人民币贬值。 2、2023年年报，公司已推出专业光伏钳形表，光伏组件最大功率测试仪产品，并计划在 2024 年推出最 大测试功率 15kW 的多功能光伏 I-V 曲线测试仪。 3、2023年年报：针对数字示波器前端的专用芯片，公司采取合作研发模式，目前已成功研发并发布多 款芯片产品，拥有自主知识产权，实现关键零部件自主可控。报告期内，公司完成了 VG500、FG10、 FD10三款示波器前端芯片的设计、流片及验证。 公司计划从 2024 年开始陆续将上述专用芯片应用到 公司生产的新一代示波器产品中。 4、2023年8月25日互动易回复：公司现有UT334A辐射剂量检测仪，是一款小型高灵敏度的辐射剂量报 警仪，主要用来监测X射线、β射线、γ射线，可实时测量剂量率，其测量范围为0.05uSv-50mSv,测量精 度为-17%~+25%基于137CSγ。 5、2 ...

Core Viewpoint - Longking Environmental Protection Co., Ltd. has shown a positive stock performance with a year-to-date increase of 9.38% and a recent 5-day increase of 11.78% [1] Financial Performance - For the period from January to September 2025, Longking achieved an operating revenue of 7.858 billion yuan, representing a year-on-year growth of 18.09% [2] - The net profit attributable to shareholders for the same period was 780 million yuan, reflecting a year-on-year increase of 20.53% [2] Stock and Market Activity - As of January 26, the stock price was 17.84 yuan per share, with a market capitalization of 22.658 billion yuan [1] - The stock experienced a net inflow of main funds amounting to 7.9305 million yuan, with significant buying activity from large orders [1] Shareholder Information - As of September 30, 2025, the number of shareholders increased to 44,400, with an average of 28,630 circulating shares per person [2] - The company has distributed a total of 3.184 billion yuan in dividends since its A-share listing, with 763 million yuan distributed in the last three years [3] Major Shareholders - Among the top ten circulating shareholders, Guangfa Multi-Factor Mixed Fund holds 28.4703 million shares, a decrease of 11.7526 million shares from the previous period [3] - Hong Kong Central Clearing Limited is a new entrant among the top shareholders, holding 10.8506 million shares [3]

Group 1 - The core viewpoint of the news is that Longking Environmental Protection Co., Ltd. has experienced a decline in stock price and trading activity, with a current market capitalization of 19.838 billion yuan and a year-to-date stock price drop of 4.23% [1] - As of September 30, 2025, Longking Environmental achieved a revenue of 7.858 billion yuan, representing a year-on-year growth of 18.09%, and a net profit attributable to shareholders of 780 million yuan, reflecting a growth of 20.53% [2] - The company has distributed a total of 3.184 billion yuan in dividends since its A-share listing, with 763 million yuan distributed in the last three years [3] Group 2 - The main business segments of Longking Environmental include environmental equipment manufacturing (64.93%), new energy business (24.59%), project operation revenue (7.34%), and others (2.27%) [1] - The company is categorized under the environmental protection industry, specifically in the environmental equipment sector, and is associated with concepts such as ecological forestry, PM2.5, new materials, hydrogen energy, and share buybacks [1] - As of September 30, 2025, the number of shareholders increased to 44,400, with an average of 28,630 circulating shares per person, a slight decrease of 0.04% from the previous period [2]

Core Viewpoint - The stock of 聚光科技 (Juguang Technology) has experienced fluctuations, with a recent decline of 2.04% and a total market value of 73.28 billion yuan, indicating potential investor concerns amid a decrease in revenue and profit [1][2]. Financial Performance - For the period from January to September 2025, 聚光科技 reported a revenue of 2.05 billion yuan, reflecting a year-on-year decrease of 11.10% [2]. - The company recorded a net profit attributable to shareholders of -62.34 million yuan, marking a significant year-on-year decline of 152.98% [2]. Stock and Shareholder Information - As of September 30, 2025, the number of shareholders increased to 23,000, up by 13.30%, while the average circulating shares per person decreased by 11.74% to 19,483 shares [2]. - Since its A-share listing, 聚光科技 has distributed a total of 630 million yuan in dividends, with 112 million yuan distributed over the past three years [3]. Major Shareholders - The third-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 13.82 million shares, which is a decrease of 5.19 million shares from the previous period [3]. - The fifth-largest circulating shareholder, Ruiyuan Growth Value Mixed A, increased its holdings by 2.42 million shares to 10.86 million shares [3].

Group 1 - The core viewpoint of the news is that Xianhe Environmental Technology Co., Ltd. has experienced fluctuations in its stock price and trading volume, with a recent decline of 2.03% in its share price [1] - As of January 14, the stock price is reported at 10.63 yuan per share, with a total market capitalization of 5.704 billion yuan [1] - The company has seen a year-to-date stock price increase of 2.61%, but a decline of 3.71% over the last five trading days [1] Group 2 - Xianhe Environmental reported a revenue of 628 million yuan for the period from January to September 2025, reflecting a year-on-year growth of 4.71% [2] - The net profit attributable to the parent company for the same period was 5.5342 million yuan, showing a year-on-year increase of 2.68% [2] - The company has distributed a total of 259 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]

Core Viewpoint - The company Meiyai (China) Environmental Technology Co., Ltd. is a leading domestic brand in the air purification and environmental governance sector, focusing on the development, production, and sales of air purification products and atmospheric environment governance products. Group 1: Company Overview - Meiyai specializes in air purification products, atmospheric environment governance products, and has been recognized as a national-level "specialized, refined, and innovative" small giant enterprise, establishing itself as a leader in cleanroom equipment for the semiconductor industry [3]. - The company was founded on June 21, 2001, and went public on November 18, 2022. Its main business revenue composition includes 90.18% from cleanroom air filtration and clean wall and ceiling systems [7]. - As of September 30, 2025, Meiyai achieved operating revenue of 1.486 billion yuan, representing a year-on-year growth of 23.64%, while the net profit attributable to the parent company was 141 million yuan, a decrease of 5.17% year-on-year [7][8]. Group 2: Market Position and Products - The company has developed the first domestic 28nm lithography equipment and provides products that meet the highest international cleanliness standards (ISO Class 1) for the semiconductor industry, positioning itself as a competitive player alongside international brands [2]. - Meiyai has long supplied products such as FFUs, high-efficiency/ultra-high-efficiency filters, and chemical filters to SMIC, ensuring the air cleanliness requirements for SMIC's advanced product lines, including the latest 14nm and 28nm processes [2]. - The company's air purification equipment is capable of efficiently removing PM2.5 and microorganisms, as well as decomposing formaldehyde and VOCs [2]. Group 3: Financial and Stock Performance - On January 13, the company's stock price fell by 1.98%, with a trading volume of 191 million yuan and a turnover rate of 2.36%, resulting in a total market capitalization of 7.969 billion yuan [1]. - The main capital inflow for the day was 5.3422 million yuan, accounting for 0.03% of the total, with the industry ranking at 4 out of 28 [4]. - The average trading cost of the stock is 57.08 yuan, with the stock price currently near a support level of 57.19 yuan, indicating potential for a rebound if this support holds [6].

Group 1 - The core viewpoint of the news is that Wanrun Co., Ltd. has shown a positive stock performance with a year-to-date increase of 7.61% and significant recent gains over various trading periods [1] - As of January 12, the stock price reached 16.13 yuan per share, with a market capitalization of 14.887 billion yuan and a trading volume of 4.89 billion yuan [1] - The company operates in three main business areas: electronic information materials, environmental protection materials, and health products, with functional materials accounting for 78.58% of revenue [1] Group 2 - As of September 30, the number of shareholders decreased by 13.28% to 42,100, while the average circulating shares per person increased by 15.31% to 21,575 shares [2] - For the period from January to September 2025, Wanrun Co., Ltd. reported a revenue of 2.826 billion yuan, reflecting a year-on-year growth of 2.31%, and a net profit attributable to shareholders of 306 million yuan, up 3.27% year-on-year [2] - The company has distributed a total of 2.005 billion yuan in dividends since its A-share listing, with 646 million yuan distributed over the past three years [3]

Group 1 - The core viewpoint of the news is that Wanrun Co., Ltd. has experienced fluctuations in its stock price and trading volume, with a recent decline of 2.01% and a total market capitalization of 14.417 billion yuan [1] - As of January 8, the stock price of Wanrun Co., Ltd. was reported at 15.62 yuan per share, with a trading volume of 672 million yuan and a turnover rate of 4.67% [1] - The company has seen a year-to-date stock price increase of 4.20%, with a 10.62% increase over the past 20 days and a 16.13% increase over the past 60 days [1] Group 2 - Wanrun Co., Ltd. reported a revenue of 2.826 billion yuan for the period from January to September 2025, representing a year-on-year growth of 2.31%, and a net profit attributable to shareholders of 306 million yuan, up 3.27% year-on-year [2] - The company has distributed a total of 2.005 billion yuan in dividends since its A-share listing, with 646 million yuan distributed over the past three years [3] - As of September 30, 2025, the number of shareholders for Wanrun Co., Ltd. was 42,100, a decrease of 13.28% from the previous period, while the average circulating shares per person increased by 15.31% to 21,575 shares [2]

Group 1 - The core viewpoint of the news is that Jinhai High-Tech's stock has experienced fluctuations, with a recent decline of 2.04% and a year-to-date drop of 5.50% [1] - As of January 8, the stock price is reported at 14.44 yuan per share, with a total market capitalization of 3.406 billion yuan [1] - The company has seen a net outflow of main funds amounting to 12.02 million yuan, with significant selling pressure from large orders [1] Group 2 - For the period from January to September 2025, Jinhai High-Tech achieved an operating income of 669 million yuan, representing a year-on-year growth of 10.49% [2] - The net profit attributable to the parent company for the same period was 76.56 million yuan, reflecting a substantial increase of 50.49% year-on-year [2] - The number of shareholders decreased by 5.68% to 14,700, while the average circulating shares per person increased by 6.02% to 15,997 shares [2] Group 3 - Since its A-share listing, Jinhai High-Tech has distributed a total of 279 million yuan in dividends, with 75.48 million yuan distributed over the past three years [3] - As of September 30, 2025, major shareholders include Dazhong Zhongzheng 360 Internet + Index A, which increased its holdings by 117,700 shares, and Nuoan Multi-Strategy Mixed A, which is a new shareholder with 1.4253 million shares [3]