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上海洗霸股价跌超4% 上半年净利润同比增156.56%
Jin Rong Jie· 2025-08-27 16:16
公司最新披露的半年报显示,上半年实现营业收入2.25亿元,同比下降15.85%;归属于上市公司股东的 净利润1.07亿元,同比增长156.56%。 风险提示:股市有风险,投资需谨慎。(本内容由AI生成,仅供参考,不构成投资建议。) 上海洗霸股价报71.41元,较前一交易日下跌4.01%。盘中最高触及75.50元,最低下探至71.16元,成交 金额达6.47亿元。 上海洗霸主营业务为水处理化学品及设备的研发、生产和销售。公司产品广泛应用于电力、石化、冶金 等行业的水处理领域。 ...
力源科技上半年营收增长26% 氢能技术突破打造新增长极
Quan Jing Wang· 2025-08-27 12:34
公开数据显示,2025年1-6月全国火电新增发电装机容量2578万千瓦,同比增长41.26%,火电领域水处 理市场需求加速释放,为公司业务增长提供有力支撑。截至2025年上半年,力源科技已为中核、中广 核、国电投等众多大型能源集团提供数百套水处理项目服务,客户资源丰富,品牌影响力持续提升。 在深耕火电、核电市场,巩固其领先地位之际,不断开发适用于非电力行业的水处理技术,积极进入冶 金、化工等其他工业水处理细分领域,形成较为全面的产品体系和综合竞争力。报告期内,工业水处理 行业实现营收1217万元,随着工业市场需求的规模不断扩大,公司未来将拥抱更多的机遇,市场价值有 望进一步释放。 氢能技术突破,加速商业化进程 氢能业务方面,力源科技持续加大研发投入,构建完整产品矩阵,并积极向上游制氢端延伸。6月,在 2025国际氢能与燃料电池汽车大会暨展览会上,公司重磅发布了其在制氢端取得的关键突破——力源自 主研发生产的第一代碱性电解槽及其核心PPS复合隔膜产品。 8月27日晚,力源科技(688565.SH)发布2025年半年度报告,报告期内,公司实现营业收入1.34亿元, 同比增长26.42%;实现归母于上市公司股东的净 ...
艺康收购Ovivo超纯水业务
Zhong Guo Hua Gong Bao· 2025-08-26 02:28
艺康董事长兼CEO克里斯托夫·贝克指出,此次收购将使公司全球高科技水处理业务规模扩大一倍以 上。包含该收购在内,公司高科技业务年营收将达约8亿美元,保持强劲的两位数增长率。据透露,艺 康目前向半导体晶圆厂供应的水处理产品年销售额约为3亿美元,此次交易将提升高科技业务利润率。 中化新网讯 近日,艺康公司同意以18亿美元收购总部位于蒙特利尔的Ovivo公司电子业务部,该部门是 半导体行业超纯水产品和服务的供应商。被收购业务预计在2025年实现5亿美元销售额,员工规模为900 人。 艺康表示,该业务将与现有高科技业务整合,为微电子客户提供循环水管理解决方案,旨在显著减少制 造过程中的淡水使用量,同时使芯片产量最大化。 ...
Aquatech China 2025亚洲水技术展览会创新赋能技术 水启万业未来
Cai Fu Zai Xian· 2025-08-25 09:28
1.新产品新技术 中外名企云集分享智慧 此外,2025年荷兰阿姆斯特丹国际水处理展览会·中国展继续提供国内配对服务的同时,与荷兰母展 Aquatech Amsterdam深度联动,倾情打造国际商贸配对服务专区,预计吸引超过1500位海外观众。为了 提高观众的参观体验,2025年展会还特设TAP特邀贵宾买家服务,便于观众一键捕捉水处理行业新动 向,拓展产业商贸网络。 荷兰阿姆斯特丹国际水处理展览会·中国展暨Aquatech China 2025亚洲水技术展览会将于2025年11月5-7 日在上海新国际博览中心(E6、E7馆)盛大举办。展会打造30,000㎡超级展览盛宴,展会观众遍布全球75 处国家或地区,汇聚超500家参展品牌其展品覆盖水处理全产业链,包含净水、水与污水处理、给排水 管网及泵管阀、过程控制与自动化管理领域。本届展会同期举办前沿高峰论坛将结合健康水家电、饮用 水健康、市政供排水、膜与海水淡化、化工水环境、AI+智慧水务、水与污水处理等热门话题,探讨水 处理前沿行业动态及发展趋势在工业脱色/去离子、应急净水、医疗/食品级水杀菌、家用净水及其二次 消毒等应用场景的运用。 为了更好地促进行业交流沟通,共 ...
中环环保:8月21日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-08-21 14:42
2024年1至12月份,中环环保的营业收入构成为:水处理行业占比50.27%,环境综合治理业务占比 30.75%,工程建造行业占比18.93%,其他业务占比0.05%。 中环环保(SZ 300692,收盘价:6.59元)8月21日晚间发布公告称,公司第四届第八次董事会会议于 2025年8月21日以现场表决的方式召开。会议审议了《2025年半年度报告及其摘要》等文件。 (文章来源:每日经济新闻) ...
上海建工等在新疆投资成立水处理科技公司
Group 1 - Xinjiang Herun Yiyuan Water Treatment Technology Co., Ltd. has been established with a registered capital of 498.6932 million yuan [1] - The company is involved in various activities including natural water collection and distribution, tap water production and supply, water resource management, water pollution control, and environmental pollution prevention services [1] - The company is jointly held by Xinjiang Herun Technology Co., Ltd. and Shanghai Municipal Engineering Design Research Institute (Group) Co., Ltd., a wholly-owned subsidiary of Shanghai Construction [1]
科净源:8月8日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-08-08 15:14
Group 1 - The company, KJY, announced the convening of its 19th meeting of the 5th Board of Directors on August 8, 2025, which was held in a hybrid format combining in-person and communication methods [2] - For the fiscal year 2024, KJY's revenue composition indicates that the water treatment industry accounted for 98.92% of total revenue, while other businesses contributed 1.08% [2]
Western Midstream(WES.US)将以15亿美元收购Aris(ARIS.US) 以拓展二叠纪废水处理业务
Zhi Tong Cai Jing· 2025-08-07 06:32
此次交易使Western Midstream得以收购该页岩区最大的水资源承包商之一。Western Midstream的最大股 东是西方石油(OXY.US)。根据Western Midstream的投资者简报,Aris控制着北美产量最大的石油产区二 叠纪盆地约790英里的废水管道,每天能够处理180万桶废水。 Western Midstream周三在一份声明中表示,根据该交易,股东们每持有1股Aris股票,可获得0.625股 Western Midstream普通股或25美元现金,这一价格较周二收盘价高出23%。Western Midstream还称,现 金选择权可能会根据比例进行调整,最高现金支付额为4.15亿美元。 页岩管道运营商Western Midstream(WES.US)同意以约15亿美元的现金和股票形式收购Aris Water Solutions(ARIS.US),此举旨在将其业务拓展至二叠纪盆地蓬勃发展的水处理领域。 由于二叠纪盆地每生产一桶原油就会产生约五桶废水,废水处理业务正成为石油生产中日益重要的组成 部分。处理废水的主要方式是通过管道将其输送出去,然后注入地下的处置井。据行业咨询公司 ...
上海洗霸(603200):洗尽尘沙,鳞爪已现,霸业共襄
Soochow Securities· 2025-08-06 01:03
Investment Rating - The report assigns a "Buy" rating for the company, marking its first coverage [1]. Core Views - The company is positioned to leverage its foundation in water treatment specialty chemicals to create a second growth curve in the new energy sector, with a focus on advanced materials and solutions for data center cooling systems [8][13]. - The company has demonstrated strong growth potential, with significant increases in net profit projected for 2025-2027, driven by new business lines in silicon-carbon and solid-state battery materials [8][10]. Summary by Sections 1. Water Treatment Specialty Chemicals - The company is a leading provider in the domestic water treatment sector, serving over 3,500 clients, including more than 150 Fortune 500 companies [13][16]. - The business model encompasses three core areas: specialty chemicals and customized equipment for water treatment, cooling systems for data centers, and advanced materials for solid-state batteries [13][16]. 2. Silicon-Carbon Materials - The company collaborates with top research teams to develop leading silicon-carbon anode materials, achieving stable mass production and validation from major battery manufacturers [8][10]. - The silicon-carbon materials are expected to open new market opportunities due to their energy density advantages and technological breakthroughs [8][10]. 3. Solid-State Batteries - The company has made significant advancements in solid-state battery materials, including the industrial-scale production of oxide and halide electrolytes [8][10]. - Partnerships with research institutions have strengthened the company's competitive edge in solid-state battery technology [8][10]. 4. Financial Projections - The company forecasts net profits of 1.42 billion, 2.03 billion, and 6.29 billion yuan for 2025, 2026, and 2027 respectively, reflecting year-on-year growth rates of 229.5%, 43.6%, and 209.3% [1][8]. - The projected price-to-earnings ratios for the same years are 85.24, 59.36, and 19.19, indicating a favorable valuation outlook as the company expands its new energy business [1][8]. 5. Market Data - The company's closing price is reported at 72.40 yuan, with a market capitalization of approximately 12.7 billion yuan [5][6]. - The company maintains a stable financial structure with a debt-to-asset ratio of 34.49% and a net asset value per share of 5.53 yuan [6][5].
上海洗霸科技股份有限公司第五届董事会第二十一次会议决议公告
Meeting Overview - The fifth board meeting of Shanghai Xiba Technology Co., Ltd. was held on August 4, 2025, in a combination of on-site and communication formats, with all 9 directors present [2][3] - The meeting was chaired by Dr. Wang Wei, and all relevant matters were notified to the directors in advance [2] Resolutions Passed - The board approved the proposal for external investment to establish a holding subsidiary, with all 9 votes in favor [4][5] - The board also approved the appointment of Mr. Dai Fan as Vice President, effective from the date of the board's approval until the end of the current board's term, with all 9 votes in favor [6][7] External Investment Details - The company will jointly establish a limited company with Yuyuan Rare Earth New Materials Co., Ltd., with a registered capital of RMB 200 million [11] - Shanghai Xiba will contribute RMB 165 million, accounting for 82.5% of the registered capital, while Yuyuan Rare Earth will contribute RMB 35 million, accounting for 17.5% [11][12] - The investment aims to enhance the company's capabilities in the lithium-ion solid-state battery advanced materials sector [30] New Subsidiary Information - The new subsidiary will focus on new material technology research and development, electronic materials manufacturing, and related services [19] - The governance structure will include a shareholders' meeting and a board of directors, with specific representation from both parent companies [17][25] Appointment of Vice President - Mr. Dai Fan, a master's degree holder and current director of strategic development, has been appointed as Vice President [33][35] - His term will last until the current board's term ends, and he has no prior connections with major shareholders [35]