证券代码：688485 证券简称：九州一轨 公告编号：2025-057 北京九州一轨环境科技股份有限公司 关于注销部分募集资金理财产品专用结算账户的公告 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。 北京九州一轨环境科技股份有限公司（以下简称"公司"或"九州一轨"）首次公开发行股票募集资金已按 照相关法律、法规和规范性文件的规定在银行开立了募集资金专户及募集资金理财产品专用结算账户。 近日，公司已办理完成部分募集资金理财产品专用结算账户的注销手续，具体情况如下： 一、募集资金基本情况 根据中国证券监督管理委员会《关于同意北京九州一轨环境科技股份有限公司首次公开发行股票注册的 批复》(证监许可〔2022〕3102号)，公司实际已向社会公开发行人民币普通股（A股）股票37,573,016 股，每股面值1元，每股发行价格17.47元，募集资金总额为656,400,589.52元。扣除发行费用 75,181,923.56元后的募集资金净额为581,218,665.96元。上述款项已于2023年1月13日全部到位。天健会 计师事务 ...

Group 1 - The core viewpoint of the articles highlights the significant progress made in the treatment of rural black and odorous water bodies in Anhui Province, with a total of 4,942 water bodies treated, covering an area of approximately 2,391 million square meters, leading to improved living conditions and increased happiness among residents [1] - Anhui Province has implemented a three-year action plan for rural black and odorous water body treatment from 2024 to 2026, establishing a provincial work team and a structured mechanism for governance [1] - The province employs a comprehensive approach to treatment, utilizing remote sensing and on-site verification to develop tailored solutions for each of the 5,692 identified rural black and odorous water bodies [1] Group 2 - In the treatment of rural domestic sewage, Anhui adheres to a principle of localized and resource-oriented utilization, promoting practical treatment models such as "black and gray co-treatment + land infiltration" and "three pools and one land" [2] - The sewage treatment rate has increased from 13.6% at the end of the 13th Five-Year Plan to 47% currently, exceeding the target set for the 14th Five-Year Plan by 17 percentage points [2] - Cities in Anhui have established lists of problematic facilities and developed rectification plans to enhance the operational efficiency of sewage treatment facilities [2]

Core Insights - Anhui Province has completed the treatment of 4,942 rural black and odorous water bodies, covering an area of approximately 2,391 million square meters [1][3]. Summary by Sections Treatment Progress - The province has identified 5,692 rural black and odorous water bodies through remote sensing monitoring and on-site verification [3]. - The rural domestic sewage treatment rate has increased from 13.6% at the end of the 13th Five-Year Plan to the current 47% [3]. Governance Strategy - The treatment strategy includes "three treatments" (treatment of rural domestic sewage, agricultural non-point source pollution, and industrial and service industry sewage), "one cleaning" (cleaning up internal pollution and garbage), and "one restoration" (restoring water body ecology) [3]. - The approach encourages localities to utilize idle rural water bodies for agricultural and aquaculture purposes, transforming pollutants into agricultural production resources [3]. Environmental Management - The lack of effective management is identified as a primary reason for the pollution of rural water bodies [3]. - The province promotes the idea of villagers and social capital engaging in the management of rural water bodies through methods such as contracting and operating [3].

Core Viewpoint - A significant environmental pollution incident in Qianxi City, Guizhou, has raised public concern after being exposed by a netizen, highlighting the need for effective regulatory mechanisms and accountability for polluters [1][4][8] Group 1: Incident Details - A video posted by a netizen shows a natural cave in Qianxi City filled with garbage and sewage, posing a severe threat to the environment [1][3] - The garbage is reported to be "at least ten stories high," with harmful waste such as medicine packaging visible, indicating long-term neglect and pollution [3][4] - The local government confirmed the issue and announced a multi-department investigation and cleanup plan [1][7] Group 2: Regulatory and Legal Implications - Current laws prohibit the use of caves and underground rivers for waste disposal, emphasizing the need for strict enforcement and accountability for violators [7][8] - The incident reveals gaps in environmental oversight, particularly in hidden areas like caves, necessitating regular inspections and a collaborative approach among various regulatory bodies [7][8] Group 3: Public and Institutional Response - The public expects not only immediate cleanup but also thorough investigations to identify and penalize those responsible for the pollution [4][8] - Transparency in the cleanup process is crucial, with calls for clear timelines and progress reports to maintain public trust and ensure effective oversight [7][8]

Core Insights - The environmental governance sector experienced a decline of 1.03% on September 30, with Huicheng Environmental leading the drop [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Environmental Governance Sector Performance - Notable gainers included: - Jiarong Technology (code: 301148) with a closing price of 31.61, up 6.07% and a trading volume of 53,100 shares, totaling 163 million yuan [1] - Beijiete (code: 300774) closed at 13.01, up 5.43% with a trading volume of 299,900 shares, totaling 385 million yuan [1] - Feinan Resources (code: 301500) closed at 17.91, up 5.35% with a trading volume of 254,100 shares, totaling 455 million yuan [1] - Major decliners included: - Huicheng Environmental (code: 300779) closed at 175.00, down 11.71% with a trading volume of 155,800 shares, totaling 2.684 billion yuan [2] - Fuzhi Environmental (code: 688335) closed at 30.40, down 8.87% with a trading volume of 192,000 shares, totaling 610 million yuan [2] - Zhonglan Environmental (code: 300854) closed at 20.35, down 5.92% with a trading volume of 86,100 shares, totaling 179 million yuan [2] Capital Flow Analysis - The environmental governance sector saw a net outflow of 1.09 billion yuan from institutional investors, while retail investors contributed a net inflow of 709 million yuan [2] - Specific stock capital flows included: - Jiarong Technology had a net inflow of 11.70 million yuan from institutional investors, while retail investors had a net outflow of 13.35 million yuan [3] - Beijiete experienced a net inflow of 16.52 million yuan from institutional investors, with a net outflow of 24.61 million yuan from retail investors [3] - Shengyuan Environmental had a net inflow of 13.47 million yuan from institutional investors, while retail investors had a net outflow of 20.69 million yuan [3]

Market Overview - The environmental governance sector increased by 1.25% on September 29, with Fuke Environmental leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Top Gainers in Environmental Governance Sector - Fuke Environmental (688335) closed at 33.36, up 20.00% with a trading volume of 233,600 shares and a turnover of 749 million [1] - Chengfa Environment (000885) closed at 15.94, up 10.01% with a trading volume of 152,600 shares and a turnover of 236 million [1] - Zhongsheng High-Tech (002778) closed at 21.70, up 9.98% with a trading volume of 94,800 shares and a turnover of 198 million [1] - China Tianying (000035) closed at 5.38, up 7.82% with a trading volume of 1,585,200 shares and a turnover of 854 million [1] - Zhongshan Public Utilities (000685) closed at 12.27, up 5.32% with a trading volume of 1,010,700 shares and a turnover of 1.231 billion [1] Top Losers in Environmental Governance Sector - Tongyuan Environment (688679) closed at 19.85, down 7.24% with a trading volume of 58,700 shares and a turnover of 118 million [2] - Xianglong Electric (600769) closed at 13.05, down 3.33% with a trading volume of 569,500 shares and a turnover of 75.3 million [2] - Wenbululu (301259) closed at 39.01, down 2.72% with a trading volume of 45,200 shares and a turnover of 177 million [2] Capital Flow Analysis - The environmental governance sector experienced a net outflow of 94.92 million from institutional investors and 127 million from retail investors, while retail investors saw a net inflow of 222 million [2][3] - Major stocks like China Tianying and Chengfa Environment had significant net inflows from retail investors, despite overall outflows from institutional and speculative funds [3]

Group 1: Control Change Announcements - Multiple A-share companies, including Duori Pharmaceutical, Asia-Pacific Pharmaceutical, and Zhonghuan Environmental Protection, announced plans for control changes on September 28 [1][3][4] - Duori Pharmaceutical's controlling shareholder, Tibet Jiakang Times Technology Development Co., Ltd., is planning a control change, leading to a potential change in the actual controller [1] - Asia-Pacific Pharmaceutical's controlling shareholder, Ningbo Fubang Holding Group Co., Ltd., is also planning a control change, with no formal agreement signed yet [3] - Zhonghuan Environmental Protection's controlling shareholder, Zhang Bozhong, is in the process of planning a control change, which may affect the actual controller [4] Group 2: Company Profiles and Operations - Duori Pharmaceutical specializes in the R&D, production, and sales of chemical drug formulations and intermediates, with leading market share in products like Acetate Sodium Ringer Injection [1] - Asia-Pacific Pharmaceutical focuses on pharmaceutical manufacturing, including the R&D and sales of chemical formulations, with a portfolio of 114 approved formulations [3] - Zhonghuan Environmental Protection is a national high-tech enterprise engaged in water environment governance and waste treatment, providing comprehensive solutions in various segments [5] - Guanzhong Ecology is undergoing a control change with a share transfer agreement to Deep Blue Whale, which will result in a new controlling shareholder [7]

Core Insights - The environmental governance sector saw a slight increase of 0.23% on September 26, with Zhonghuan Environmental leading the gains [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Environmental Governance Sector Performance - Zhonghuan Environmental (300692) closed at 8.86, up 11.31% with a trading volume of 470,900 shares and a transaction value of 411 million [1] - Beijiete (300774) closed at 12.61, up 10.52% with a trading volume of 455,100 shares [1] - Qidi Environment (000826) closed at 2.51, up 10.09% with a trading volume of 1,581,800 shares and a transaction value of 387 million [1] - Xianglong Electric (600769) closed at 13.50, up 10.02% with a trading volume of 480,500 shares and a transaction value of 639 million [1] - Fuzhijie Environmental (688335) closed at 27.80, up 10.01% with a trading volume of 190,400 shares and a transaction value of 541 million [1] - Other notable performers include Zhonglan Environmental (300854) up 5.22%, Shanggai Huaineng (000803) up 4.17%, and Zhongshan Public Utilities (000685) up 3.93% [1] Capital Flow Analysis - The environmental governance sector experienced a net outflow of 562 million from institutional investors, while retail investors saw a net inflow of 618 million [2] - The overall capital flow indicates a mixed sentiment within the sector, with institutional investors pulling back while retail investors increased their positions [2]

Group 1 - The core business of the company includes anaerobic treatment of high-concentration organic wastewater, deep treatment of difficult-to-degrade wastewater, heavy metal pollution control, and clean bleaching of pulp and paper using chlorine dioxide [2] - As of June 30, the company had 21,000 shareholders, a decrease of 1.00% from the previous period, with an average of 24,323 circulating shares per shareholder, an increase of 0.02% [2] - The company achieved an operating income of 1.252 billion yuan in the first half of 2025, a year-on-year increase of 21.82%, while the net profit attributable to the parent company was -47.2044 million yuan, a year-on-year decrease of 279.54% [2] Group 2 - The company's stock price increased by 14.94% year-to-date, but has seen a decline of 0.99% over the last five trading days, 2.91% over the last twenty days, and 0.60% over the last sixty days [1] - The company has been on the trading leaderboard twice this year, with the most recent appearance on May 28, where it recorded a net buy of -7.1249 million yuan [1] - The company has a total market capitalization of 2.669 billion yuan, with a trading volume of 21.6993 million yuan and a turnover rate of 0.86% as of September 26 [1]

Core Viewpoint - Xianglong Electric (sh600769) experienced a trading halt with a price of 12.27 yuan, marking a 10.02% increase, attributed to significant profit growth, stable water supply operations, and corporate governance reforms [1] Financial Performance - The company's net profit surged by 83.32% year-on-year, reaching 14.31 million yuan, primarily due to a reversal of credit impairment losses amounting to 9.95 million yuan and the recovery of historical debts totaling 11.50 million yuan [1] - Water supply business maintained stable operations with a "zero interruption" performance, contributing 61.69% to the revenue from January to March 2025 [1] Corporate Governance - The company successfully passed governance reforms with a high approval rate of 93.7% for the cancellation of the supervisory board and other proposals, indicating strong shareholder support [1] - A clear dividend policy was established, detailing differentiated cash dividend ratios to protect minority investors' rights, enhancing market confidence in the company [1] Market Activity - On September 25, 2025, the company was included in the "Dragon and Tiger List" with a trading volume of 281 million yuan, indicating significant market interest and activity [1] - The total buying amounted to 66.78 million yuan while total selling was 40.22 million yuan, suggesting that speculative funds are driving the stock price increase [1]