倍杰特8月4日披露，截至7月31日公司股东户数为13285户，较上期（7月20日）减少1177户，环比降幅 为8.14%。 证券时报·数据宝统计，截至发稿，倍杰特收盘价为9.14元，上涨0.11%，本期筹码集中以来股价累计下 跌1.51%。具体到各交易日，6次上涨，5次下跌。 公司发布的一季报数据显示，一季度公司共实现营业收入1.78亿元，同比增长24.62%，实现净利润 1629.14万元，同比下降36.98%，基本每股收益为0.0399元，加权平均净资产收益率1.09%。（数据宝） （文章来源：证券时报网） ...

Group 1 - The core viewpoint of the article highlights that the Yarlung Tsangpo River downstream hydropower project is a key national energy strategy project [1] - The company, Fida Environmental Protection (600526.SH), has not yet participated in the Yarlung Tsangpo River downstream hydropower project [1] - The company will closely monitor the construction demand of the project [1]

Investment Rating - The report maintains an "Accumulate" rating for the environmental protection industry [1] Core Views - The report emphasizes the importance of the recent price law revision, which is expected to enhance ROE and cash flow, particularly in the water pricing sector. The marketization of water prices is seen as a potential turning point for cash flow, similar to the previous developments in waste incineration [1][11] - The report identifies a cash flow turning point in water operations, suggesting that companies like Xingrong and Shou Chuang will see significant reductions in capital expenditures starting in 2025, leading to substantial increases in free cash flow [1][22] - The report highlights the strengthening of environmental inspections as a driving force for the industry, indicating a shift from policy-driven to governance-driven demand for environmental services [10] Summary by Sections Industry Trends - The environmental protection industry is transitioning towards a governance-driven model, with a focus on long-term, systematic management rather than temporary fixes [10] - The report notes a significant increase in the sales of new energy sanitation vehicles, with a year-on-year growth of 90.56% in the first half of 2025, indicating a growing market for environmentally friendly equipment [31] Water Operations - The report predicts that the water operations sector will experience a cash flow turning point, with companies like Xingrong and Shou Chuang expected to reduce capital expenditures significantly starting in 2025, leading to increased free cash flow [1][22] - The report recommends companies such as Xingrong Environment, Yuehai Investment, and Hongcheng Environment for their strong dividend potential and market positioning [23][24] Waste Incineration - The report discusses the expected decline in capital expenditures for waste incineration, which will enhance free cash flow and dividend payouts. Companies like Junxin and Green Power are highlighted for their strong dividend performance [18][20] - The report identifies new trends in waste incineration, including partnerships with data centers to enhance profitability and ROE [21] Policy Developments - The report outlines the implications of the price law revision, which aims to enhance market pricing mechanisms and improve cash flow for public utilities, particularly in water and waste management sectors [11][14] - The report emphasizes the importance of environmental inspections in driving industry growth and ensuring compliance with new regulations [9][10] Recommendations - The report recommends a focus on companies with strong operational capabilities and cash flow potential, such as Xingrong Environment, Yuehai Investment, and Hongcheng Environment, while suggesting attention to emerging players in the waste management and renewable energy sectors [23][24][25]

应该说，"造假1年就判刑"在A股市场确实是较为少见的一件事情。毕竟国人强调的是"事不过三"。比 如，以造假退市为例，要求的是连续三年财务造假才会被退市。财务造假要达到一年退市、两年退市的 标准，那还需要对财务造假的金额有着严格的考核，只有财务造假的金额达标了，相关公司才能因为财 务造假而一年或两年退市，否则，不连续三年财务造假，相关公司是很难退市的。正因为有着"事不过 三"的说法，所以，"造假1年就判刑"的案例确实很少见。 当然，"造假1年就判刑"之所以较为少见，这其中也有一个很重要的原因，那就是上市公司财务造假， 很少有造假1年就停手的，少则2年、3年，多则4年、5年甚至更长时间。上市公司造假，仿佛需要一个 完整的造假周期似的。正因为很少见到只造假1年的公司，"造假1年就判刑"的事情自然也就很少出现 了。 力源科技2021年的这次财务造假，仅仅只持续了一年的时间。但这并不代表该公司的思想觉悟有多高， 仿佛从财务造假中醒悟过来了，因此不再造假了。而是因为其财务造假的问题被监管部门及时发现了。 从力源科技2022年4月第一次披露存在虚假记载的2021年年报到浙江证监局向其下发警示函，只有5个月 的时间。而202 ...

Group 1 - The stock price of Yingfeng Environment (000967) closed at 6.82 yuan on August 1, 2025, with an increase of 3.02% and a trading volume of 522,600 shares, resulting in a total transaction amount of 354 million yuan [1] - On August 1, the net inflow of main funds was 35.03 million yuan, accounting for 9.9% of the total transaction amount, while retail investors had a net outflow of 52.44 million yuan, representing 14.82% of the total transaction amount [1][3] - The company announced a share repurchase plan on April 10, 2025, with a total amount not less than 200 million yuan and not exceeding 300 million yuan, with a repurchase price cap adjusted to 9.06 yuan per share effective from July 28, 2025 [1][3] Group 2 - As of July 31, 2025, the company had not yet repurchased any shares through the designated securities account [1][3] - The repurchase will be funded by the company's own funds and a special loan from a bank, aimed at implementing employee stock ownership plans [1]

中国经济网北京8月2日讯 北交所网站昨日公布关于终止对成都锐思环保技术股份有限公司（以下简 称"锐思环保"）公开发行股票并在北京证券交易所上市审核的决定。 锐思环保原拟募集资金20,871.78万元，分别用于研发中心改建项目、补充项目营运资金。 锐思环保的保荐机构是国信证券股份有限公司，保荐代表人是李龙侠、唐永兵。 （责任编辑：华青剑） 北交所于2023年9月27日受理了锐思环保提交的公开发行相关申请文件，并按照规定进行了审核。 2025年7月15日，锐思环保向北交所提交了《成都锐思环保技术股份有限公司关于撤回向不特定合格投 资者公开发行股票并在北京证券交易所上市申请文件的申请》，申请撤回申请文件。根据《北京证券交 易所向不特定合格投资者公开发行股票并上市审核规则》第五十五条的有关规定，北交所决定终止锐思 环保公开发行股票并在北京证券交易所上市的审核。 锐思环保主营业务为向电力行业客户提供以定制化设备为核心、以自研核心技术为支撑的脱硝还原剂制 备系统以及脱硫废水处理系统的整体解决方案。 ...

Group 1 - The company has approved a share repurchase plan using its own funds and special loan funds, with a maximum repurchase price of RMB 22.00 per share and a total amount between RMB 100 million and RMB 200 million [1] - The maximum repurchase price has been adjusted to RMB 21.71 per share effective from July 11, 2025, due to the implementation of the 2024 equity distribution [2] - As of July 31, 2025, the company has repurchased a total of 9,366,000 shares, accounting for 2.16% of the total share capital, with a total transaction amount of RMB 149,979,140 [2] Group 2 - The company will continue to implement the share repurchase plan according to market conditions and relevant regulations, ensuring compliance with the Shenzhen Stock Exchange's guidelines [3]

Core Points - The company Shanghai Industrial Environment (00807) has received a registration notice from the China Interbank Market Dealers Association for the issuance of medium-term notes [1] - The registered amount for the medium-term notes is set at 3 billion yuan, valid for two years from the date of the notice, which is July 24, 2025 [1] - The company is allowed to issue the medium-term notes in tranches during the validity period [1] - The raised funds must be used strictly according to the disclosed purposes in the fundraising prospectus [1] - Any significant issues during the issuance, redemption, or existence of the medium-term notes must be reported to the Dealers Association in a timely manner [1]

金融界8月1日消息，有投资者在互动平台向碧水源提问：你好董秘，请问截止7月31日，公司股东人数 是多少？ 公司回答表示：您好，截至2025年7月31日公司股东人数为79,347人，感谢您的关注。 ...

中国经济网北京8月1日讯科净源（301372）(301372.SZ)今日收报27.50元，跌幅9.54%，总市值18.86亿 元。 科净源于2023年8月11日在深交所创业板上市，公开发行17,142,858股，约占发行后公司股份总数的比例 为25.00%，全部为发行新股，发行价格为45.00元/股。科净源发行的保荐机构为民生证券股份有限公司 (现为国联民生（601456）证券股份有限公司)，保荐代表人为谢国敏、崔增英。 上市首日，科净源股价盘中创下上市最高价128.00元。目前该股处于破发状态。 科净源公开发行募集资金总额为人民币77,142.86万元，扣除发行费用后募集资金净额为62,879.12万元。 公司募集资金净额比原计划少25,896.13万元。科净源2023年8月7日披露的招股说明书显示，公司拟募集 资金88,775.25万元，用于北京科净源总部基地项目、深州生态环保产业基地建设项目、昆明市科净源生 产水处理专业设备项目、补充流动资金。 科净源发行费用总额为14,263.74万元，其中保荐费及辅导费103.77万元，承销费用11,262.86万元。 ...