证券日报网讯 9月29日晚间，雪浪环境发布公告称，公司于近日收到了中华人民共和国国家知识产权局 颁发的1项专利证书，专利名称为"烟气净化装置"。 （文章来源：证券日报） ...

此外，多瑞医药在营收上高度依赖一款大单品醋酸钠林格注射液，但该产品近年来由于集采、陆续从各 地方医保目录中调出等原因，销售收入下滑显著，进而拖累了公司业绩。 三家上市公司同日宣布停牌筹划控制权变更。 9月28日晚间，多瑞医药（301075）(SZ301075，前收盘价40.08元，市值32.06亿元)、亚太药业 （002370）(SZ002370，前收盘价5.67元，市值42.28亿元)、中环环保（300692）(SZ300692，前收盘价 8.86元，市值37.61亿元)三家A股上市公司发布公告，其各自的控股股东正在筹划上市公司控制权变更 相关事宜，该事项可能导致公司控股股东、实际控制人发生变更。 公告显示，9月29日(星期一)开市起，上述三家上市公司的股票停牌，预计停牌时间均不超过两个交易 日。此外，三家公司的公告均提示风险称，上述控制权变更事项尚在筹划中，存在不确定性。 《每日经济新闻》记者了解到，上述三家上市公司中，多瑞医药、亚太药业为医药企业。其中，多瑞医 药主要从事血浆代用品的生产、销售，亚太药业则是一家传统仿制药企业。财报显示，上述两家药企的 业绩已连续下滑多年，这或是控股股东筹划将其"易手"的 ...

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - In August, the electricity consumption growth rate in the secondary industry increased, contributing the largest increment to total electricity consumption, accounting for 59% of the total increase [3][7] - The total electricity consumption in August reached 10,154 billion kWh, a year-on-year increase of 5.0% [3][6] - The manufacturing sector saw a record monthly growth rate for the year, with high-tech and equipment manufacturing electricity consumption growing by 9.1%, surpassing the average manufacturing growth rate by approximately 4.6 percentage points [3][7] Summary by Sections 1. Electricity: August Secondary Industry Consumption Growth - The total electricity consumption in August was 10,154 billion kWh, with a year-on-year growth of 5.0% [3][6] - The first industry consumed 164 billion kWh (9.7% growth), the second industry consumed 5,981 billion kWh (5.0% growth), the third industry consumed 2,046 billion kWh (7.2% growth), and residential consumption was 1,963 billion kWh (2.4% growth) [3][8] - The secondary industry contributed the most to the total electricity consumption increase, with a significant growth in manufacturing, particularly in high-tech and equipment manufacturing [6][7] 2. Gas: Supply and Demand Stability - Global gas prices have shown narrow fluctuations, with the Henry Hub spot price at $2.90/mmBtu, a weekly increase of 0.17% [16][19] - The LNG national ex-factory price was 4,016 yuan/ton, with a slight weekly decrease of 0.07% [16][36] - The report suggests a positive outlook for city gas companies due to cost reductions and improved profitability [38] 3. Weekly Market Review - The public utility and environmental protection sectors underperformed compared to the CSI 300 index, while the electric equipment sector outperformed [40][42] 4. Company and Industry Dynamics - The report highlights recent government initiatives aimed at promoting high-quality development in energy equipment, focusing on enhancing the efficiency of energy conversion equipment and advancing renewable energy technologies [49] - Key announcements from companies include significant contract wins and strategic investments aimed at enhancing operational capabilities and market positioning [50]

Company Overview - Zhongke Environmental Protection (SZ 301175) announced on September 29 that its 22nd meeting of the second board of directors was held via teleconference, where it reviewed the proposal for granting reserved restricted stocks under the 2024 restricted stock incentive plan [1] Financial Performance - For the first half of 2025, Zhongke Environmental Protection's revenue composition was as follows: 81.44% from municipal waste treatment, 15.73% from PPP project construction period revenue, 1.57% from environmental equipment sales and technical services, 0.71% from hazardous waste treatment, and 0.55% from other business revenues [1] Market Position - As of the report date, Zhongke Environmental Protection had a market capitalization of 7.9 billion yuan [1]

格隆汇9月29日丨中科环保(301175.SZ)公布，综合考虑公司盈利状况、未来现金流状况、股东回报、上 市公司市值管理及公司可持续发展等因素，根据《公司法》《公司章程》及《未来五年（2024年-2028 年）股东分红回报规划》等相关规定，现提出2025年中期利润分配预案为：以公司目前总股本 1,471,880,000股为基数，向全体股东每10股派发现金股利人民币0.60元（含税），合计派发现金股利人 民币88,312,800.00元（含税）。本次不送红股，不转增股本，剩余未分配利润结转以后期间 ...

来源：市场资讯 快查APP显示，国泰海通证券、中金公司相关公司无锡华光环保能源集团股份有限公司于2025年9月29 日发布一则招标信息，项目名称为华光环保能源2025-2026年度油漆劳务项目公开招标公告，预算金额 为118.86万元。 （来源：快查一企业中标了） 快查股权穿透数据显示，该公司由国泰海通证券、中金公司持股，出资比例为0.33%、0.26%。 ...

Group 1 - The core point of the article highlights that 首创环保 (Shouhua Environmental) held a temporary board meeting on September 29, 2025, to discuss the adjustment of senior management personnel [1] - For the first half of 2025, the revenue composition of 首创环保 is as follows: wastewater treatment accounted for 36.74%, waste treatment for 21.69%, water treatment for 19.26%, water supply services for 5.87%, and comprehensive water environment management for 5.59% [1] - As of the report, 首创环保 has a market capitalization of 23.4 billion yuan [1] Group 2 - The article also mentions a competitive scenario in the beverage industry where the launch of the Farmer Green Bottle has led to a significant decline in market share for 怡宝 (Yibao), dropping nearly 5 percentage points [1] - The competition between Farmer and Yibao indicates a shift in market dynamics, with宗馥莉 (Zong Fuli) benefiting from the situation [1]

Group 1 - Shunyu Co., Ltd. announced the convening of its fourth board meeting on September 29, 2025, to discuss the proposal for accounts receivable factoring business [1] - For the first half of 2025, Shunyu's revenue composition was as follows: wastewater treatment accounted for 50.28%, secondary water supply for 48.99%, and other businesses for 0.72% [1] - As of the report date, Shunyu's market capitalization was 2.3 billion yuan [1] Group 2 - The competition between Farmer and Yibao has intensified, with Farmer's green bottle launch leading to a nearly 5 percentage point drop in Yibao's market share [1]

2025年9月29日，首创环保发布2025年中期利润分配预案公告。公司拟以权益分派股权登记日登记的总 股本为基数，向全体股东每股派发现金红利0.4元（含税）。截至6月30日，公司总股本7,340,590,677 股，合计拟派现293,623,627.08元（含税），现金分红占2025年半年度归母净利润比例为31.60%。若总 股本变动，拟维持每股分配金额不变并调整总额。该方案已通过董事会审议，尚需股东会审议，且不会 对公司经营产生重大影响，提醒投资者注意风险。 ...

载41分分 音增双 高品 2025 年 09 月 29 日 审核节奏放缓,申购热度延续 -定增市场双周报 2025.09.14-2025.09.28 本期投资提示: 请务必仔细阅读正文之后的各项信息披露与声明 相关研究 证券分析师 彭文玉 A0230517080001 penawv@swsresearch.com 朱敏 A0230524050004 zhumin@swsresearch.com 任奕璇 A0230525050002 renyx2@swsresearch.com 联系人 朱敏 (8621)23297818× zhumin@swsresearch.com 申万宏源研究微信服务 新增节奏企稳，过会注册节奏放缓。截至 2025 年 9 月 28 日，上两周新增 17 宗定增项目 (其中竞价 11 宗) ，环比增加 1 宗;终止 10 宗(其中竞价 5 宗) ，环比增加 4 宗; 发审 委通过３宗（其中竞价２宗），环比减少８宗；证监会通过１１宗（其中竞价 ７宗），环比 减少 9 宗;处于正常待审阶段的定增项目共 628 个,其中已获发审委审核通过和证监会注 册的待发项目有 65 宗，环比减少 8 宗。 ...