证券日报网讯 8月5日晚间，严牌股份发布公告称，公司第四届监事会第十六次会议审议通过了《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》。 （文章来源：证券日报） ...

证券日报网讯8月5日晚间，严牌股份（301081）发布公告称，公司将于2025年8月22日召开2025年第三 次临时股东大会。本次股东大会将审议《关于为全资子公司向银行申请授信额度提供担保的议案》。 ...

证券之星消息，8月5日环保设备板块较上一交易日上涨1.65%，聚光科技领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。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) | | --- | --- | --- | --- | --- | --- | --- | | 832145 | 恒合股份 | 20.80 | -2.80% | | 9132.59 | 1923.50万 | | 300631 | 久吾高科 | 30.24 | -1.98% | | 8.26万 | 2.51亿 | | 688376 | 美埃科技 | 47.53 | -1.70% | | 2.60万 | 1.23亿 | | 002645 | 华宏科技 | 13.79 | -1.50% | P | 39.08万 | 5.41亿 | | 002658 | 雪迪龙 | 7.98 | -0.37% | | 15.58万 | 1.24亿 | | 688309 | 恒营环保 | 24.57 | -0.36% | | 4.30万 | 1.04亿 ...

Core Viewpoint - The report highlights Shijin Technology's (301030) dual-driven strategy of expanding its photovoltaic and manufacturing business segments, aiming to reduce reliance on a single revenue source and enhance overall growth potential [1]. Business Diversification - The company is actively diversifying its business segments to mitigate risks associated with dependence on a single revenue stream. In 2024, the revenue from process pollution control equipment is projected to be 1.115 billion yuan, accounting for 54.31% of total revenue, a significant decrease from 94.42% in the previous year. Meanwhile, revenue from end pollution control equipment is expected to reach 219 million yuan, a year-on-year increase of 47.49%. Additionally, revenue from photovoltaic products is anticipated to be 644 million yuan, representing 31.35% of total revenue, marking a rapid rise in importance [1]. Market Position and Order Growth - The company has solidified its leading position in the market for process pollution control equipment, benefiting from new technology routes and integrated product expansions. It holds 262 patents, including 60 invention patents and 202 utility model patents, with a 95% denitrification efficiency. The company has a diverse customer base across various industries, which helps mitigate risks associated with high customer concentration [2]. Advanced Battery Production Capacity - The company is establishing a high-efficiency solar cell production base in Ningguo, utilizing the most advanced automated production equipment. The projected battery conversion efficiency is ≥26.5%, with a bifacial rate of ≥80%. The adoption of the mainstream TOPCon technology is expected to enhance efficiency and reduce non-silicon manufacturing costs [3]. Carbon Resource Utilization - The company is innovating a carbon capture business model by utilizing steel slag to capture CO2 from flue gas, converting it into solid carbon materials for low-carbon cement and concrete production. This approach enhances the utilization of industrial waste and reduces carbon emissions in cement and concrete production [4]. Profit Forecast and Investment Rating - The company anticipates a recovery in equipment orders by 2025, with expected net profits of 22 million yuan, 153 million yuan, and 255 million yuan for 2025-2027. The corresponding price-to-earnings ratios are projected to be 166, 24, and 15 times, respectively. Given its leadership in photovoltaic equipment and diversified customer base, the company is rated as "Buy" [4].

Core Viewpoint - The announcement details the completion of the first vesting period for the 2023 restricted stock incentive plan of Qingdao Danuo Environmental Equipment Co., Ltd, with 1,155,000 shares set to be listed on August 8, 2025 [1][2][11]. Summary by Sections Stock Listing and Vesting Details - The total number of shares listed for circulation is 1,155,000 [2]. - The shares will be available for trading starting from August 8, 2025 [2]. - The decision-making process for the stock vesting was approved during the board meeting on October 31, 2023 [2][3]. Decision-Making Process - The board and supervisory committee approved the incentive plan and its related proposals during meetings held on October 31, 2023, and November 20, 2023 [3][6]. - The independent directors provided their consent for the proposals related to the incentive plan [3][6]. Vesting Conditions and Shareholder Approval - The plan was publicly disclosed, and no objections were raised during the internal announcement period [4]. - The shareholders approved the incentive plan during the extraordinary general meeting on November 16, 2023 [4]. Stock Source and Distribution - The shares for the incentive plan were issued as ordinary A-shares to the incentive recipients [7]. - A total of 45 individuals are included in the list of recipients for the stock vesting [7]. Impact on Share Capital and Financials - Following the vesting, the total share capital of the company increased from 123,071,000 shares to 124,226,000 shares [10]. - The newly vested shares represent approximately 0.94% of the total shares before the vesting, which is not expected to significantly impact the company's financial performance [12]. Verification and Registration - The company received a verification report confirming the completion of the share registration process for the incentive plan [11]. - The total funds received from the incentive recipients amounted to RMB 10,672,200, contributing to an increase in registered capital [10].

证券代码：688501 证券简称：青达环保 公告编号：2025-035 青岛达能环保设备股份有限公司 关于 2023 年限制性股票激励计划第一个归属期 归属结果暨股票上市公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ? 本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为 本次股票上市流通总数为1,155,000股。 ? 本次股票上市流通日期为2025 年 8 月 8 日。 <2023 年限制性股票激励计划实施考核管理办法>的议案》 《关于提请股东大会授权 董事会办理公司 2023 年限制性股票激励计划相关事宜的议案》等议案。公司独立 董事对相关议案发表了同意的独立意见。 同日，公司召开第四届监事会第十五次会议，审议通过了《关于公司<2023 年 限制性股票激励计划（草案）>及其摘要的议案》 《关于公司<2023 年限制性股票激 励计划实施考核管理办法>的议案》和《关于核实公司<2023 年限制性股票激励计 划激励对象名单>的议案》，公司监事会对本激励计划的相关事项进行核实并出具 了相关核 ...

Investment Rating - The report assigns an "Accumulate" rating for the company for the first time [1] Core Views - The company is actively expanding its diversified business segments to reduce reliance on a single business, with significant growth in its photovoltaic products and end-of-pipe pollution control equipment [12][13] - The company is positioned as a leader in the process pollution control equipment sector, benefiting from strong technical barriers and a diverse customer base across multiple industries [28] - The company is enhancing its cost advantages through the establishment of advanced solar cell production capacity and innovative carbon capture technologies [30][29] - The financial forecast indicates a recovery in net profit from a loss in 2024 to positive figures in 2025-2027, with expected net profits of 0.22 billion, 1.53 billion, and 2.55 billion respectively [31][32] Summary by Sections Business Diversification - The company is reducing its dependence on process pollution control equipment, which accounted for 54.31% of revenue in 2024, down from 94.42% the previous year. The end-of-pipe pollution control equipment revenue grew by 47.49% year-on-year [12][13] - Revenue from photovoltaic products reached 6.44 billion in 2024, making up 31.35% of total revenue, indicating rapid growth in this segment [12][13] Technical Leadership and Market Position - The company holds 262 patents, including 60 invention patents, and has established itself as a leader in the process pollution control equipment market, particularly in the photovoltaic sector [28] - The diverse customer base across industries such as semiconductor, fine chemicals, automotive, metallurgy, and construction helps mitigate risks associated with industry concentration [28] Cost Management and Production Capacity - The company is building a high-efficiency solar cell production base with advanced automation, achieving a cell conversion efficiency of ≥26.5% and a bifacial rate of ≥80% [29] - The adoption of the TOPCon technology is expected to enhance efficiency and reduce production costs significantly [29] Financial Forecast - The company anticipates a recovery in profitability, with net profit projections of 0.22 billion in 2025, 1.53 billion in 2026, and 2.55 billion in 2027, reflecting a significant turnaround from a loss of 0.77 billion in 2024 [31][32]

Group 1 - The environmental equipment sector increased by 0.5% on August 4, with Meiyetech leading the gains [1] - The Shanghai Composite Index closed at 3583.31, up 0.66%, while the Shenzhen Component Index closed at 11041.56, up 0.46% [1] - Meiyetech's stock price rose by 11.41% to 48.35, with a trading volume of 44,600 shares and a transaction value of 208 million yuan [1] Group 2 - The environmental equipment sector saw a net outflow of 64.14 million yuan from institutional investors, while retail investors had a net inflow of 73.96 million yuan [2] - The trading data for various stocks in the environmental equipment sector showed mixed performance, with some stocks experiencing declines [2] - Meiyetech had a net inflow of 21.05 million yuan from institutional investors, while retail investors showed a net outflow of 18.22 million yuan [3]

Group 1 - The company has approved a share repurchase plan with a total amount not less than RMB 200 million and not exceeding RMB 300 million, with a repurchase price cap of RMB 9.25 per share [1] - The repurchase period is set for 12 months from the date of board approval [1] - The repurchased shares will be used for employee stock ownership plans or equity incentives [1] Group 2 - The maximum repurchase price has been adjusted to RMB 9.06 per share effective from July 28, 2025 [2] - As of July 31, 2025, the company has not yet repurchased any shares through the designated trading account [2] - The company has signed a loan agreement with China Construction Bank for the share repurchase [2]

证券之星消息，8月1日环保设备板块较上一交易日上涨1.33%，恒誉环保领涨。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 60338889 | 恒营环保 | 22.45 | 5.45% | 2.40万 | | 5310.18万 | | 688671 | 碧兴物联 | 23.32 | 5.38% | 1.23万 | | 2793.04万 | | 688501 | 青达环保 | 27.29 | 5.37% | 4.99万 | | 1.35亿 | | 000967 | 盈峰环境 | 6.82 | 3.02% | 1 52.26万 | | 3.54亿 | | 603282 | 亚米股份 | 18.98 | 2.93% | 10.56万 | | 266"T | | 001336 | 楚杯科技 | 23.01 | 2.68% | 1.44万 | | 3286.7 ...