交建股份（603815）公告，预计2025年半年度实现归属于母公司所有者的净利润1.09亿元至1.23亿元， 与上年同期相比，将增加3300万元至4730万元，同比增加43.98%至62.47%。预计2025年半年度实现归 属于母公司所有者的扣除非经常性损益的净利润1.09亿元至1.24亿元，与上年同期相比，将增加3280万 元至4680万元，同比增加42.76%至60.90%。 ...

Investment Rating - The report maintains a "Buy" rating for the company, with a target price not specified [4]. Core Viewpoints - The company expects a year-on-year increase of no less than 30% in net profit attributable to shareholders for the first half of 2025, driven by strong sales growth of high refractive index and functional products, leading to an increase in average selling prices [1]. - The company is one of the few manufacturers capable of producing resin lenses with a refractive index of 1.74, and its C2M model effectively ensures the delivery efficiency of customized glasses [1]. - The company plans to invest approximately $4 million to build an automated resin lens production line in Japan, aimed at enhancing its production capacity for high-end customized lenses and improving supply chain resilience [2]. - The new production line is expected to increase annual production capacity by 20% compared to existing facilities and will help mitigate risks associated with trade tensions between China and the U.S. [2]. - The company is actively engaging with leading global technology and consumer electronics firms in its XR (Extended Reality) business, preparing for potential mass production of AR and AI glasses [3]. - The establishment of a national-level R&D center will further strengthen the company's innovation capabilities and project management [3]. Summary by Sections Financial Performance - The company forecasts a net profit of no less than 271 million yuan for the first half of 2025, reflecting a robust growth trajectory [1]. - Revised profit forecasts for 2025-2027 are 560 million, 670 million, and 790 million yuan, respectively, with corresponding P/E ratios of 31X, 26X, and 22X [4]. Production and Supply Chain - The new Japanese production line is expected to enhance the company's ability to respond to customer needs in the Asia-Pacific region and improve overall production cost efficiency [2]. - The diversified production base is anticipated to strengthen the company's resilience against geopolitical uncertainties and currency fluctuations [2]. Research and Development - The company is committed to continuous investment in R&D, focusing on innovative products with varying refractive indices and functionalities [3]. - The establishment of an XR R&D center is part of the company's strategy to enhance its technological capabilities and foster collaboration with industry leaders [3].

项目自2024年7月项目开工以来，工期紧、任务重、雨季长与土建交叉事项多，项目部统筹协调人员， 各专业人才队伍，机械、电气、通风、控制各司其职，以高标准、严要求、铸精品项目，以"一刻也不 松懈"的劲头。施工过程中，严格执行设计图纸、施工规范，对工程质量和安全生产实施全方位严格管 控，获业主单位肯定。科学分解施工节点，建立"日跟踪、周考核、月总结"动态管理，通过优化节点工 序、BIM技术应用等方式，实现项目建设全生命周期管控。 作为江苏省贯彻落实长江大保护国家战略的重大项目，建成后可接靠进口粮食、内贸粮食的主力船型， 投运后将大幅缓解区域粮食储运压力，增强粮食应急保障能力，进一步畅通国内国际"双循环"物流通 道，为长三角一体化发展和国家粮食安全战略注入新动能。 近日，中交一航局承建的南通港天生港区横港沙作业区10万吨级粮油泊位工程装卸工艺设备系统交钥匙 总承包项目7个单位工程竣工验收。 本次竣工验收包括输送设备系统、供电及照明系统、控制及通信系统、辅助设备系统和3台门机共7个单 位工程。该项目位于江苏省南通市，设计年通过能力1183万吨，配置门机3台、卸船机2台、装船机2 台，各类输送设备127台以及配套供电系 ...

7月10日，截至港股收盘，恒生指数上涨0.57%，报24028.37点。大同机械（00118.HK）收报0.23港元/ 股，上涨23.66%，成交量1.6万股，成交额3984港元，振幅10.22%。 资料显示，大同机械企业有限公司(大同机械企业,股份代号:118)於1958年以经销国产工业机床创业。经 过半个世纪的不断成长,大同机械企业已发展为一多元业务集团,现时主要业务包括机械制造、塑料加工 及制品、销售机械和工业用之消耗品等。大同机械企业於1988年在香港联合交易所上市,此举为集团奠 定快速成长之重要里程。大同机械企业在「以人为本.立足工业.务实进取.持续学习」的核心价值观下经 营,以为持份者体现及创造最大价值为目标,从而建立信誉优良的集团形象。大同机械企业将继续向前迈 进,致力提升其植根於国内的核心业务,并为世界各地的客户供应最优质的产品和服务。 （以上内容为金融界基于公开消息，由程序或算法智能生成，不作为投资建议或交易依据。） 本文源自：金融界 最近一个月来，大同机械累计跌幅1.06%，今年来累计涨幅0.54%，跑输恒生指数19.1%的涨幅。 财务数据显示，截至2024年12月31日，大同机械实现营业 ...

园林股份（605303）公告，预计2025年半年度实现归属于母公司所有者的净利润为-9200万元到-6800万 元，归属于母公司所有者的扣除非经常性损益的净利润为-9500万元到-7000万元。公司2025年半年度预 亏损的主要原因为工程施工量少，营业收入未达到预期目标及工程回款进度缓慢。 ...

根据报料人提供的位置，南都记者近日进行两次实地走访。从无人机拍摄的现场视频和照片可以看到， 该场地位于一条小河旁，离江门水道也不远，场地上有大型的机械，露天堆积大量的砂渣，大型车辆在 忙碌运输。报料人向南都记者介绍，场地上的大型设备作用就是洗砂，废水没有进行有效处理，对周边 环境造成污染。 此外，回复提到，2025年2月14日，江门市生态环保局新会分局工作人员根据群众投诉对广东华隧建设 集团股份有限公司进行现场检查，发现该单位向外排放生产废水，该局现场委托有废水检测资质的单位 对该单位外排废水进行采样检测。检测报告显示该单位外排废水的部分指标超标。江门市生态环保局新 会分局已对华隧公司超标排污的环境违法行为进行立案查处，并要求该单位严格按照环评报告及批复要 求，不得外排生产废水。2025年5月12日、5月15日及6月25日，该局工作人员先后三次对广东华隧集团 股份有限公司进行检查。其中，5月12日、15 日（夜间）检查时均未见废水外排；6月25日检查时，该 单位此前排放生产废水的管道已拆除，生产废水全部回用，无外排情况。 为核实报料人反映的情况，南都记者向新会区委宣传部发送了《采访函》，提出以下采访问题：最近 ...

Group 1 - The total sales of excavators in China reached 120,500 units in the first half of the year, representing a year-on-year increase of 16.8% [1] - The domestic demand for earthmoving equipment is expected to maintain steady positive growth in the second half of the year, driven by mining, water conservancy projects, and equipment renewal policies, with an annual growth rate likely to remain above double digits [1] - The overall overseas demand is expected to decline, but there are regional differences in demand trends [1] Group 2 - The recovery trend in the industry has begun to transmit from excavators to non-excavator segments, with domestic sales expected to enter a growth track under the macro background of strengthening domestic demand [1] - The mining segment's production capacity has tripled compared to the beginning of the year, and the company is optimistic about the growth potential in emerging industries such as agricultural machinery and mining machinery in overseas markets [1]

证券代码：002255 证券简称：海陆重工 苏州海陆重工股份有限公司 投资者关系活动记录表 编号：2025-005 | 投资者关系活动类 | √特定对象调研 □分析师会议 | | --- | --- | | 别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及人 员姓名 | 中信建投：汪正鑫； | | | 东北证券：王浩然； | | | 甬兴证券：赵莉莉 | | 2025 时间 | 年 7 月 10 日 10:00-11:30 | | 地点 | 公司会议室 | | 上市公司接待人员 | 董事会秘书张郭一 | | 姓名 | | | 投资者关系活动主 | 一、公司主营业务简单介绍 | | | 公司目前主营业务未发生变化，为工业余热锅炉、 | | | 大型及特种材质压力容器及核安全设备的制造销售；固 | | | 废、废水等污染物处理及回收利用的环境综合治理服 | | | 务；光伏电站运营。 | | | 二、核电业务介绍 | | 要内容介绍 | 公司从 1998 年起开始核电设备的制造，经过 20 多 | ...

Core Viewpoint - Shanghai is actively exploring innovations in the green low-carbon sector, focusing on optimizing the business environment for green low-carbon industries to build a competitive industrial system and a green economic growth hub [1] Group 1: Clean Energy Innovations - The company Shanghai Fuzhijie Technology Co., Ltd. is implementing innovative practices in clean energy, proposing three main pathways: utilizing waste heat from sewage and sludge, producing and storing green hydrogen from sewage and sludge, and converting urban organic solid waste into green fuel [1][2] - The energy structure in China is rapidly transitioning towards non-fossil energy, with expectations that by 2050, non-fossil energy will account for over 70% of the energy mix [1] Group 2: Heat Pump Technology - Heat pump technology is highlighted for its potential in utilizing low-grade heat, capable of converting low-temperature heat into high-quality energy, particularly effective in applications below 200°C [2] - A case study of a sewage treatment plant with a daily capacity of 200,000 tons shows that extracting a temperature difference of just 5°C can yield over 1.16 million kWh of thermal energy, significantly reducing carbon emissions from fossil fuels [2] Group 3: Hydrogen Production and Storage - The company has developed a full-chain solution for hydrogen production and storage from urban sewage, utilizing solid-state hydrogen storage technology to safely store and release hydrogen at ambient temperature and low pressure [2][3] - The world's first full industrial chain application project for hydrogen production from sewage and sludge has been established at the Shanghai Bailong Port sewage treatment plant, receiving recognition from the United Nations Industrial Development Organization and local authorities [3] Group 4: Green Fuel Production - The company emphasizes the potential of sludge and waste as green fuel materials, aligning with international goals for near-zero emissions in shipping and increasing sustainable aviation fuel (SAF) in aviation [4] - Shanghai generates over 10,000 tons of wet waste daily, which could produce over 300 million tons of biogas annually through anaerobic fermentation, potentially yielding over 400,000 tons of green methanol if fully converted [4] - The proposed technology route for biogas conversion to green methanol aims to reduce costs by over 30% compared to mainstream international technologies, with plans to establish a pilot project in Shanghai [4] Group 5: Future Energy Landscape - The company aims to integrate urban environmental infrastructure with the hydrogen industry, expanding applications such as hydrogen refueling stations and combined heat and power systems [4][5] - The company plans to promote the transformation of urban sewage and waste treatment plants into energy factories through a triad of pollution control, energy conservation, and circular economy initiatives [4]

+0.03(+0.52%) +0.09(+0.74%) -0.05(-0.57%) 光大银行 2623.40亿市值 9.22亿成交额 4.44 +0.01(+0.23%) 得經 中国平安 中国太保 中国人保 明 3798.84亿市值 3619.17亿市值 10403.51亿市值 47.27亿成交额 8.03亿成交额 15.55亿成交额 57.13 8.59 37.62 +0.52(+1.40%) +1.23(+2.20%) +0.07(+0.82%) 酿酒行业 贵州茅台 山西汾酒 五粮液 17919.66亿市值 2178.12亿市值 4758.08亿市值 55.03亿成交额 19.84亿成交额 12.73亿成交额 1426.50 178.54 122.58 +7.62(+0.54%) +0.26(+0.15%) +0.98(+0.81%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2380.06亿市值 2190.06亿市值 3140.41亿市值 15.03亿成交额 45.22亿成交额 14.81亿成交额 135.11 523.50 329.83 -1.32(-0.40%) -11.50(-2.15% ...