Core Points - Qingda Environmental Protection (688501.SH) announced the receipt of the Shanghai Stock Exchange's review opinion regarding its application for a specific issuance of A-shares for the year 2024 [1] - The total amount of funds to be raised from this issuance will not exceed 150 million yuan, which will be used entirely to supplement working capital after deducting issuance costs [1] - The issuance is directed towards Wang Yong, the controlling shareholder and actual controller of Qingda Environmental Protection, constituting a related party transaction [1] Summary by Sections - **Issuance Approval**: The Shanghai Stock Exchange confirmed that Qingda Environmental Protection's application for a specific issuance of shares meets the issuance conditions, listing conditions, and information disclosure requirements [1] - **Regulatory Approval**: The issuance is subject to approval from the China Securities Regulatory Commission (CSRC), and there is uncertainty regarding the timing and outcome of this approval [1] - **Pricing and Shares**: The pricing benchmark date for the issuance is the date of the announcement of the third meeting of the fifth board of directors, with a price set at 10.29 yuan per share, not lower than 80% of the average trading price over the previous 20 trading days [2] - **Share Quantity**: The number of shares to be issued will not exceed 14.577259 million shares, which is less than 30% of the total share capital prior to the issuance [2] - **Underwriter Information**: The lead underwriter for this issuance is Minsheng Securities Co., Ltd., now known as Guolian Minsheng Securities Co., Ltd., with designated representatives for the underwriting process [2]

Group 1 - The core point of the article is that Anhui Wanyi Technology Co., Ltd. (皖仪科技) has received a government subsidy of RMB 12.613 million, which will be accounted for according to relevant accounting standards [1] - As of August 8, 2025, the company's stock price closed at 23.53 yuan, reflecting a 0.34% increase from the previous week [1] - The company's total market capitalization is currently 3.17 billion yuan, ranking 18th out of 28 in the environmental equipment sector and 4359th out of 5151 in the A-share market [1] Group 2 - The highest stock price during the week was 24.5 yuan on August 7, while the lowest was 23.26 yuan on August 4 [1] - The government subsidy received is related to the company's revenue and will be subject to audit confirmation for its impact on the company's financial results in 2025 and beyond [1]

Core Viewpoint - The environmental equipment sector experienced a slight increase of 0.36% on August 8, with Longyuan Technology leading the gains, while the overall market indices showed a decline [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 3635.13, down 0.12%, and the Shenzhen Component Index closed at 11128.67, down 0.26% [1]. - Longyuan Technology's stock price rose by 2.07% to 7.90, with a trading volume of 176,800 shares and a transaction value of 139 million yuan [1]. - Other notable performers included Huahong Technology, which increased by 1.98% to 13.94, and Chuangyuan Technology, which rose by 1.97% to 11.91 [1]. Group 2: Stock Performance Summary - The environmental equipment sector saw mixed performances among individual stocks, with some stocks like ST Xianhe and Faer Sheng showing gains of 1.75% and 1.37%, respectively [1]. - Conversely, the sector also had underperformers, such as Guolin Technology, which fell by 4.89% to 15.96, and Meai Technology, which decreased by 2.54% to 46.47 [2]. Group 3: Capital Flow Analysis - The environmental equipment sector experienced a net outflow of 121 million yuan from main funds, while retail investors contributed a net inflow of 112 million yuan [2]. - The sector's capital flow indicates a divergence in investment behavior, with institutional investors pulling back while retail investors increased their participation [2].

Core Viewpoint - Huaguang Huaneng (600475) has experienced a significant stock price increase, with a cumulative rise of 46.44% over four consecutive trading days since August 5, 2025 [1] Group 1: Company Overview - The company operates in two main sectors: environmental protection and energy, providing integrated services including design consulting, equipment manufacturing, engineering construction, operation management, and investment [1] - The company's production and operational activities are reported to be normal, with no significant changes in the internal production order [1] Group 2: Business Stability - There have been no major changes in the company's fundamental business structure or external operating environment [1]

Core Viewpoint - The significant shareholding increase plans announced by major shareholders often send positive signals to the market, but the recent plan by Yanpai Co., Ltd. reveals discrepancies between the announced increase percentage and the actual monetary limits, leading to potential investor confusion [1][2]. Group 1: Shareholding Increase Plans - Yanpai Co., Ltd. announced on July 9 that its major shareholder, Youfeng Investment, plans to increase its holdings by an amount not less than RMB 17 million and not exceeding RMB 34 million, with a maximum increase of 5% of the total share capital [2]. - Following the announcement, Yanpai's stock price reached new highs in the subsequent trading days, indicating initial investor confidence [2]. Group 2: Discrepancies in Increase Plans - The maximum increase amount of RMB 34 million represents only 1.5% of Yanpai's market capitalization of RMB 2.269 billion on the announcement date, highlighting a significant gap between the stated percentage and the actual monetary limit [2]. - To achieve the 5% increase, Yanpai's market capitalization would need to drop to approximately RMB 680 million, implying a decline of at least 70% in its market value [2]. Group 3: Investor Perception and Company Response - The disparity between the announced increase percentage and the monetary limit may lead to investor confusion, creating a perception of "high percentage but low actual amount" [3]. - Attempts to contact Yanpai Co., Ltd. for clarification on the rationale behind the increase plan were unsuccessful, as the provided contact information was unavailable [3]. - Yanpai Co., Ltd. specializes in providing industrial filtration components and materials, with a reported revenue of RMB 200 million in Q1 2025, reflecting a year-on-year growth of 16.49%, while net profit decreased by 15.59% to RMB 12.2288 million [3].

证券之星消息，8月7日环保设备板块较上一交易日下跌0.1%，*ST节能领跌。当日上证指数报收于 3639.67，上涨0.16%。深证成指报收于11157.94，下跌0.18%。环保设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300631 | 久吾高科 | 32.68 | 7.85% | 24.30万 | 7.78亿 | | 300786 | 国林科技 | 16.78 | 3.84% | 23.23万 | 3.81亿 | | 002645 | 华宏科技 | 13.67 | 2.24% | 68.65万 | 9.33亿 | | 301030 | 仕浄科技 | 19.00 | 2.04% | 9.28万 | 1.74亿 | | 300137 | ST先河 | 6.86 | 1.78% | 18.27万 | 1.25亿 | | 688501 | 青达环保 | 29.15 | 1.25% | 2.92万 | 8514.08万 | | 002658 | 雪迪龙 | 8.02 | ...

中自科技股份有限公司董事会薪酬与考核委员会 关于公司2025年限制性股票激励计划（草案）的核查意见 （3）上市后最近 36 个月内出现过未按法律法规、公司章程、公开承诺进行 利润分配的情形； （4）法律法规规定不得实行股权激励的； （5）中国证监会认定的其他情形。 公司具备实施本次激励计划的主体资格。 （1）最近 12 个月内被证券交易所认定为不适当人选； （2）最近 12 个月内被中国证监会及其派出机构认定为不适当人选； （3）最近 12 个月内因重大违法违规行为被中国证监会及其派出机构行政处 罚或者采取市场禁入措施； 中自科技股份有限公司（以下简称"公司"）第四届董事会薪酬与考核委员会 （以下简称"薪酬与考核委员会"）根据《中华人民共和国公司法》（以下简称"《公 司法》"）、《中华人民共和国证券法》（以下简称"《证券 法》"）、《上市公司股权激励 管理办法》（以下简称"《管理办法》"）、《上海证券交易所科创板股票上市规则》（以 下简称"《上市规则》"）、《科创板上市公司自律监管指南第4 号——股权激励信息披 露》（以下简称"《自律监管指南》"）等相关法律、法规及规范性文件和《中自科 技股份有限公司章程》（ ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002645 | 华宏科技 | 13.37 | -3.05% | 48.24万 | 6.40 Z | | 688501 | 青达环保 | 28.79 | -2.04% | 2.96万 | 8537.50万 | | 688309 | 恒营环保 | 24.30 | -1.10% | 2.72万 | 6630.45万 | | 603282 | 亚米股份 | 19.26 | -0.87% | 1 5.52万 | 1.06亿 | | 300210 | 森远股份 | 11.19 | -0.53% | 10.39万 | 1.16亿 | | 001336 | 楚环科技 | 23.65 | -0.38% | 1.25万 | 2955.05万 | | 603126 | 中材节能 | 6.65 | -0.30% | 6.71万 | 4449.97万 | | 300203 | 聚光科技 | 20.33 | -0.25% | 15.86万 | 3.21亿 | | 83214 ...

长江证券承销保荐有限公司 关于浙江严牌过滤技术股份有限公司 使用部分暂时闲置募集资金 进行现金管理的核查意见 深圳证券交易所： 长江证券承销保荐有限公司（以下简称"长江保荐"、"保荐机构"）作为浙 江严牌过滤技术股份有限公司（以下简称"严牌股份"、"公司"）首次公开发行 股票并在创业板上市、向不特定对象发行可转换公司债券的保荐机构，根据 《证券发行上市保荐业务管理办法》、《上市公司募集资金监管规则》、《深圳证 券交易所创业板股票上市规则》、《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》等相关法律、法规和规范性文件的规定履行 持续督导职责，对严牌股份本次拟使用部分暂时闲置募集资金进行现金管理的 事项进行了审慎核查，核查情况及核查意见如下： 一、募集资金的基本情况 经中国证券监督管理委员会核发的《关于同意浙江严牌过滤技术股份有限 公司向不特定对象发行可转换公司债券注册的批复》（证监许可[2024]40 号）同 意注册，浙江严牌过滤技术股份有限公司向不特定对象发行 4,678,889 张可转换 公司债券，每张面值为人民币 100 元，募集资金总额人民币 467,888,900.00 元， ...

（文章来源：证券日报） 证券日报网讯 8月5日晚间，严牌股份发布公告称，公司第四届董事会第十九次会议审议通过了《关于 为全资子公司向银行申请授信额度提供担保的议案》《关于使用部分暂时闲置募集资金进行现金管理的 议案》《关于召开公司2025年第三次临时股东大会的议案》。 ...