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中环环保:实际控制人拟变更为刘杨
Mei Ri Jing Ji Xin Wen· 2025-10-09 10:00
截至发稿,中环环保市值为38亿元。 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%。 (记者 曾健辉) 每经AI快讯,中环环保(SZ 300692,收盘价:8.86元)10月9日晚间发布公告称,2025年10月9日,安 徽中环环保科技股份有限公司(以下简称"公司""上市公司""目标公司")控股股东、实际控制人张伯中 先生及其一致行动人安徽中辰投资控股有限公司(以下简称"中辰投资")与北京鼎垣企业管理咨询合伙 企业(有限合伙)(以下简称"北京鼎垣")、嘉兴鼎康企业管理合伙企业(有限合伙)(以下简称"嘉 兴鼎康")签署了《股份转让协议》,张伯中先生将其持有的16,391,359股公司股票(占公司总股本的比 例为3.8612%1)转让给嘉兴鼎康,中辰投资将其持有的4,936,196股公司股票(占公司总股本的比例为 1.1628%)转让给嘉兴鼎康,中辰投资将其持有的49,213,804股公司股票(占公司总股本的比例为 11.5931%)转让给北京鼎垣,转让股份合计为70,541,359股(占公司总股 ...
中环环保:公司股票自2025年10月10日(星期五)开市起复牌
Mei Ri Jing Ji Xin Wen· 2025-10-09 09:18
每经AI快讯,中环环保(SZ 300692,收盘价:8.86元)10月9日晚间发布公告称,经公司向深圳证券交 易所申请,公司股票(股票简称:中环环保,股票代码:300692)及可转换公司债券自2025年10月10日 (星期五)开市起复牌,公司可转换公司债券"中环转2"恢复转股。 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%。 (记者 曾健辉) 截至发稿,中环环保市值为38亿元。 每经头条(nbdtoutiao)——与美元脱钩后,暴涨102倍,揭秘黄金疯涨背后神秘的"无形之手"!专家: 推动金价上涨的逻辑没有变 ...
中企亮相中东能源环保展会
Xin Hua She· 2025-10-02 09:49
新华社迪拜10月2日电 为期3天的第27届水、能源、技术和环境展览会2日在阿联酋迪拜世贸中心闭幕。 来自中国的210余家企业集体亮相,成为本次展会亮点之一。 作为中东地区能源与环保领域最具影响力的展会之一,来自65个国家和地区的约2800个品牌参加了今年 展会。展会期间举办了约130场专业会议,超过6800次相关活动,为全球企业和专业人士提供了合作与 交流平台。 展会期间,面积近3000平方米的中国展区人气十足,展示内容涵盖光伏、风能、储能、绿色建材、水处 理等领域,充分展现了中国在新能源与环保技术领域的整体实力与国际竞争力。一批知名企业带来最新 产品与解决方案,从材料到设备、从系统到整体方案,展示了中国绿色产业链的成熟与前沿水平。 中国参展商普遍表示,迪拜作为中东的金融和能源中心,政策环境开放,市场潜力巨大,是中国新能源 与环保企业走向国际的重要窗口。 据介绍,由迪拜水电局主办的此次展会为企业提供多方面机遇,包括与能源、水务、油气等领域的高层 决策者面对面交流,集中展示最新前沿技术,深入对接重点项目与政策资源等。 (文章来源:新华社) ...
开能健康半年营收8.89亿增7.23% 拟投1亿设全资子公司布局细胞产业
Chang Jiang Shang Bao· 2025-09-28 23:06
Core Viewpoint - The company, Kaineng Health, is entering the cell industry by establishing a wholly-owned subsidiary, Kaineng Cell Medical Group, with an investment of 100 million yuan, aiming to create a second growth curve through this strategic move [1][2]. Group 1: Business Expansion - Kaineng Health plans to focus on the cell and biotechnology sectors, covering areas such as medical aesthetics, medical research, drug clinical trials, and cosmetics production and sales [1][2]. - The establishment of the new subsidiary is part of the company's "dual energy drive" development strategy, aimed at strengthening its position in the cell industry and expanding its business footprint [2]. Group 2: Financial Performance - In the first half of 2025, Kaineng Health reported a revenue of 889 million yuan, a year-on-year increase of 7.23%, and a net profit attributable to shareholders of 70.15 million yuan, up 22.99% [1][2]. - The company's gross profit margin reached 41.12%, an increase of 0.62 percentage points compared to the same period last year, driven by improved production efficiency [2]. Group 3: Global Strategy - Kaineng Health is actively pursuing a "going global" strategy, establishing a comprehensive ecosystem and global layout across key markets in North America, Europe, and Asia-Pacific [3]. - The company has successfully expanded its water treatment products into over 100 countries and regions, with its Canadian subsidiary, Canature N.A.Inc., achieving a net profit of 23.97 million yuan in the reporting period [3]. Group 4: Industry Potential - The global cell therapy market is projected to exceed 30 billion USD by 2025, with a compound annual growth rate of over 20%, indicating significant growth potential for the company [4]. - Kaineng Health aims to leverage its existing water treatment business and the advantages of its partner, Yuaneng Group, in the cell industry to achieve synergistic development [5].
上海洗霸20250928
2025-09-28 14:57
Summary of Shanghai Xiba's Conference Call Company Overview - Shanghai Xiba is primarily engaged in specialty chemicals and advanced materials in the new energy sector, with a stable market position in water treatment services across various industries including petrochemicals, automotive, steel, chips, and construction [4][8] Financial Performance - The company reported annual profits of approximately 100 million yuan, with revenue maintained at around 500-600 million yuan. The net profit attributable to shareholders reached about 40 million yuan, with a significant increase in the first half of 2025, showing a year-on-year growth of 351% [2][8] Strategic Transition to Solid-State Battery Sector - Shanghai Xiba is strategically transitioning into the solid-state battery sector, achieving progress in silicon-carbon anode materials and securing ATL as a strategic investor. The company is also developing three solid electrolyte technology routes: oxides, halides, and sulfides, in collaboration with top research institutions [2][5] Lithium Sulfide Asset Acquisition - The company successfully bid for lithium sulfide assets from Yuyuan Group, establishing a joint venture aimed at expanding production capacity to 100 tons by the end of this year and over 1,000 tons next year. Lithium sulfide is considered a highly valuable direction for solid-state batteries due to its high technical barriers and large market potential [2][6][20] Governance and Management - The governance structure is stable, with the chairman holding approximately 40% of shares. The management team has strong academic backgrounds and practical experience, collaborating with prestigious universities and multiple academic teams, enhancing the company's research and development capabilities [7] Profitability in Water Treatment Business - The gross profit margins for industrial and civil water treatment services are approximately 30% and 40-45%, respectively, with an overall gross margin above 30% and a net profit margin of about 7-8% [9] Future Profit Expectations - The company anticipates significant profit growth in the new materials and solid-state battery sectors over the next one to two years, particularly in silicon-carbon anodes, which are expected to outperform traditional graphite in capacity [10] Market Trends and Projections - The solid-state battery market is projected to reach 100 GWh by 2030, with a corresponding demand for approximately 40,000 tons of lithium sulfide, translating to a market size of over 20 billion yuan. Leading manufacturers could capture 30-40% of this market, potentially yielding profits of 1.5-2 billion yuan [6][21] Valuation and Market Potential - The conservative estimate for the company's market value is around 2 billion yuan for its traditional business, with total market value potentially reaching 5 billion yuan when considering growth from new materials and solid-state batteries. By 2030, the company could achieve over 10 billion yuan in net profit, corresponding to a market value expectation of 20 billion yuan. Overall, the future market value could exceed 40 billion yuan, with long-term potential reaching 50-100 billion yuan [22][23]
调研速递|碧水源接受上海证券等4家机构调研 竞争优势与业务要点披露
Xin Lang Zheng Quan· 2025-09-28 09:18
9月26日,北京碧水源科技股份有限公司(证券代码:300070,证券简称:碧水源)迎来上海证券、普 华永道等4家机构参与的分析师会议。此次调研围绕公司竞争优势、内部管控、研发成效及业务协同等 多方面展开,透露诸多关键信息。 据公告显示,本次投资者关系活动于2025年9月26日(周五)14:00 - 15:30,在北京碧水源大厦举行,上 市公司接待人员为公司证券事务代表。 碧水源积极响应"双碳"目标,专注膜产业链技术应用基础研究,加大研发投入实现高端膜产业原创技术 突破。在国产化应用替代方面,成功参与黄骅市海水综合利用一体化工程中标,创新性结合光伏和储能 系统,实现"绿电制绿水",落地自主开发的双膜海淡集成技术;为中电建舟山海淡厂提供高性能海水淡 化反渗透膜产品,实现国产化替代;产品在巴基斯坦瓜达尔港海水淡化项目获高度认可。在提升智能制 造水平方面,膜装备制造能力显著提升,自主研发的V - MBR装备升级,成本降低25%;推进膜生产线 智能化升级,建设全自动化膜元件生产线,常规反渗透膜生产速度提升至20米/分。 与中交集团协同发展 业务布局上,中交集团整合碧水源完善环保产业链,碧水源借助中交集团影响力实现协同效 ...
上海洗霸股价跌5.29%,中航基金旗下1只基金重仓,持有94.07万股浮亏损失478.83万元
Xin Lang Cai Jing· 2025-09-25 02:08
9月25日,上海洗霸跌5.29%,截至发稿,报91.16元/股,成交4.54亿元,换手率2.79%,总市值159.97亿 元。 资料显示,上海洗霸科技股份有限公司位于上海市中山北一路1230号柏树大厦B区5楼,成立日期1994 年7月4日,上市日期2017年6月1日,公司主营业务涉及水处理技术整体解决方案服务。主营业务收入构 成为:化学品销售与服务40.89%,水处理系统运行管理31.82%,设备销售与安装23.05%,其他产品服 务3.28%,风管清洗0.74%,水处理设备集成0.23%。 数据显示,中航基金旗下1只基金重仓上海洗霸。中航新起航灵活配置混合A(005537)二季度增持 66.07万股,持有股数94.07万股,占基金净值比例为9.6%,位居第一大重仓股。根据测算,今日浮亏损 失约478.83万元。 中航新起航灵活配置混合A(005537)成立日期2018年4月23日,最新规模1992.38万。今年以来收益 96.61%,同类排名94/8173;近一年收益118.85%,同类排名283/8003;成立以来亏损4.78%。 中航新起航灵活配置混合A(005537)基金经理为韩浩。 截至发稿,韩浩累 ...
上海洗霸股价涨5.05%,中航基金旗下1只基金重仓,持有94.07万股浮盈赚取440.26万元
Xin Lang Cai Jing· 2025-09-24 05:43
9月24日,上海洗霸涨5.05%,截至发稿,报97.38元/股,成交11.49亿元,换手率7.07%,总市值170.88 亿元。 资料显示,上海洗霸科技股份有限公司位于上海市中山北一路1230号柏树大厦B区5楼,成立日期1994 年7月4日,上市日期2017年6月1日,公司主营业务涉及水处理技术整体解决方案服务。主营业务收入构 成为:化学品销售与服务40.89%,水处理系统运行管理31.82%,设备销售与安装23.05%,其他产品服 务3.28%,风管清洗0.74%,水处理设备集成0.23%。 从基金十大重仓股角度 数据显示,中航基金旗下1只基金重仓上海洗霸。中航新起航灵活配置混合A(005537)二季度增持 66.07万股,持有股数94.07万股,占基金净值比例为9.6%,位居第一大重仓股。根据测算,今日浮盈赚 取约440.26万元。 中航新起航灵活配置混合A(005537)成立日期2018年4月23日,最新规模1992.38万。今年以来收益 88.6%,同类排名146/8173;近一年收益115.27%,同类排名374/7996;成立以来亏损8.66%。 责任编辑:小浪快报 中航新起航灵活配置混合A(00 ...
上海洗霸股价涨5.05%,汇添富基金旗下1只基金重仓,持有16.26万股浮盈赚取76.1万元
Xin Lang Cai Jing· 2025-09-24 05:43
资料显示,上海洗霸科技股份有限公司位于上海市中山北一路1230号柏树大厦B区5楼,成立日期1994 年7月4日,上市日期2017年6月1日,公司主营业务涉及水处理技术整体解决方案服务。主营业务收入构 成为:化学品销售与服务40.89%,水处理系统运行管理31.82%,设备销售与安装23.05%,其他产品服 务3.28%,风管清洗0.74%,水处理设备集成0.23%。 9月24日,上海洗霸涨5.05%,截至发稿,报97.38元/股,成交11.49亿元,换手率7.07%,总市值170.88 亿元。 汇添富中证环境治理指数(LOF)A(501030)基金经理为罗昊。 截至发稿,罗昊累计任职时间1年14天,现任基金资产总规模30.98亿元,任职期间最佳基金回报 86.79%, 任职期间最差基金回报-2.56%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 责任编辑:小浪快报 从基金十大重仓股角度 数据显示,汇添富基金旗下1只基金重仓上海洗霸。汇添富中证环境治理指数(LOF)A ...
金科环境首发“水萝卜AI智能体” 开辟工业节水增效新路径
Core Viewpoint - The launch of "Water Radish AI Intelligent Body 1.0" by Jinko Environment represents a significant advancement in the integration of AI technology within the water treatment industry, aiming to enhance operational efficiency and reduce costs [1][3][4]. Group 1: Product and Technology - "Water Radish AI Intelligent Body 1.0" is an autonomous AI system designed to optimize water treatment processes, utilizing self-developed forecasting and decision-making models alongside various AI perception models [1]. - In pilot projects in Wuxi, the implementation of this AI system has resulted in a 90% reduction in manpower, a 50% decrease in equipment failure rates, a 15% reduction in chemical consumption, a 30% decrease in energy consumption, and an overall operational cost reduction of 35% [1]. Group 2: Strategic Vision and Goals - The company emphasizes the mission of achieving "water freedom" through resource optimization, AI digitization, and productization, aiming for sustainable and reliable water supply while minimizing pollution [3]. - The chairman articulated a triangular theory for successful water plant operations, which includes high-quality equipment, standardized design, and AI-driven management, addressing the shortcomings of traditional water treatment facilities [3]. Group 3: Industry Impact and Collaboration - The introduction of AI in the water treatment sector is expected to drive innovation and enhance the efficiency of industrial water systems, promoting a shift towards intelligent and green solutions [4]. - Jinko Environment has established a strategic partnership with Wuhan University to create an "Artificial Intelligence Innovation Research Center," focusing on integrating AI capabilities with industrial water treatment needs [4]. Group 4: Strategic Partnerships - During the launch event, Jinko Environment signed strategic agreements with various organizations to promote the application of "Water Radish AI Intelligent Body" both domestically and internationally [5].