Workflow
环保设备
icon
Search documents
龙净环保涨2.03%,成交额9684.54万元,主力资金净流入36.45万元
Xin Lang Cai Jing· 2025-09-19 03:42
Core Viewpoint - Longking Environmental has shown a positive stock performance with a year-to-date increase of 9.94% and a market capitalization of 17.273 billion yuan as of September 19 [1] Financial Performance - For the first half of 2025, Longking Environmental reported a revenue of 4.683 billion yuan, reflecting a year-on-year growth of 0.24%, and a net profit attributable to shareholders of 445 million yuan, which is a 3.27% increase compared to the previous year [2] - Cumulatively, the company has distributed 3.184 billion yuan in dividends since its A-share listing, with 763 million yuan distributed over the last three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders for Longking Environmental was 44,300, a decrease of 0.52% from the previous period, with an average of 28,642 circulating shares per shareholder, an increase of 0.53% [2] - The top ten circulating shareholders include Guangfa Multi-Factor Mixed Fund, holding 40.223 million shares, and Southern CSI 1000 ETF, which is a new entrant holding 9.387 million shares [3] Stock Performance - On September 19, the stock price of Longking Environmental reached 13.60 yuan per share, with a trading volume of 96.845 million yuan and a turnover rate of 0.57% [1] - The stock has experienced a 3.58% increase over the last five trading days, a 9.41% increase over the last 20 days, and a 14.38% increase over the last 60 days [1] Business Overview - Longking Environmental, established on February 23, 1998, and listed on December 29, 2000, is primarily engaged in the manufacturing of environmental protection equipment, which accounts for 64.93% of its revenue, followed by new energy business at 24.59% [1] - The company operates in various sectors including ecological forestry, energy storage, soil remediation, hydrogen energy, and offshore wind power [1]
楚环科技:关于部分募投项目延期的公告
Zheng Quan Ri Bao· 2025-09-18 12:13
(文章来源:证券日报) 证券日报网讯 9月18日晚间,楚环科技发布公告称,公司于2025年9月18日召开第三届董事会第四次会 议,审议通过了《关于部分募投项目延期的议案》,同意在项目实施主体、募集资金投资用途及募集资 金投资规模均不发生变更的情况下,将公司首次公开发行股票募集资金投资项目"废气治理设备系列产 品生产线项目"(简称"废气治理项目")达到预定可使用状态的时间由2025年9月20日延期至2026年9月 20日,"技术研发中心及信息协同平台建设项目"达到预定可使用状态的时间由2025年10月12日延期至 2026年10月12日。 ...
环保设备板块9月18日跌1.63%,ST先河领跌,主力资金净流出2.15亿元
Market Overview - On September 18, the environmental equipment sector declined by 1.63%, with ST Xianhe leading the drop [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Stock Performance - Notable gainers in the environmental equipment sector included: - Falunsheng (Code: 000890) with a closing price of 4.35, up 2.35% [1] - Wanyi Technology (Code: 688600) with a closing price of 21.97, up 1.34% [1] - Shengjian Technology (Code: 603324) with a closing price of 26.11, up 1.12% [1] - Major decliners included: - ST Xianhe (Code: 300137) with a closing price of 6.58, down 6.67% [2] - Yanpai Co. (Code: 301081) with a closing price of 10.41, down 3.43% [2] - Suanyuan Co. (Code: 300210) with a closing price of 10.33, down 3.00% [2] Capital Flow - The environmental equipment sector experienced a net outflow of 215 million yuan from institutional investors, while retail investors saw a net inflow of 180 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment among different investor types [2] Individual Stock Capital Flow - Key stocks and their capital flow include: - Juguang Technology (Code: 300203) with a net inflow of 19.56 million yuan from institutional investors [3] - Chuangyuan Technology (Code: 000551) with a net inflow of 9.75 million yuan from institutional investors [3] - Huahong Technology (Code: 002645) with a net inflow of 5.44 million yuan from institutional investors [3]
环保设备板块9月17日涨0.93%,国林科技领涨,主力资金净流出1603.92万元
Market Overview - On September 17, the environmental equipment sector rose by 0.93% compared to the previous trading day, with Guolin Technology leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Stock Performance - Guolin Technology (300786) closed at 16.35, with a gain of 5.28% and a trading volume of 297,300 shares, amounting to a transaction value of 488 million yuan [1] - Other notable performers included: - Jilong Environment (000967) at 7.38, up 3.80% with a transaction value of 571 million yuan [1] - Henghe Co., Ltd. (832145) at 23.75, up 2.86% with a transaction value of 46.22 million yuan [1] - Huahong Technology (002645) at 15.05, up 2.52% with a transaction value of 458 million yuan [1] Fund Flow Analysis - The environmental equipment sector experienced a net outflow of 16.04 million yuan from institutional investors, while retail investors saw a net outflow of 2.71 million yuan [2] - Conversely, speculative funds recorded a net inflow of 18.75 million yuan [2] Individual Stock Fund Flow - Guolin Technology had a net outflow of 25.64 million yuan from institutional investors, while it attracted a net inflow of 22.96 million yuan from speculative funds [3] - Huahong Technology saw a net inflow of 19.46 million yuan from institutional investors, but a net outflow of 30.09 million yuan from retail investors [3] - Other stocks like Jilong Environment and 聚光科技 also showed mixed fund flows, indicating varied investor sentiment across the sector [3]
环保设备板块9月16日涨0.76%,森远股份领涨,主力资金净流出2.18亿元
Market Overview - On September 16, the environmental equipment sector rose by 0.76% compared to the previous trading day, with Senyuan Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Stock Performance - Senyuan Co., Ltd. (300210) closed at 10.67, with a gain of 5.43% and a trading volume of 241,700 shares, amounting to a transaction value of 258 million yuan [1] - Other notable performers included: - Jilong Environment (000967) at 7.11, up 4.87% with a volume of 613,400 shares [1] - Farsen (000890) at 4.25, up 3.16% with a volume of 273,100 shares [1] - ST Qingyan (301288) at 17.76, up 3.14% with a volume of 10,300 shares [1] Capital Flow - The environmental equipment sector experienced a net outflow of 218 million yuan from institutional investors, while retail investors saw a net inflow of 274 million yuan [2] - The capital flow for specific stocks showed: - Jilong Environment had a net outflow of 33.78 million yuan from institutional investors [3] - Senyuan Co., Ltd. had a net inflow of 26.84 million yuan from institutional investors [3] - ST Jieneng (000820) had a significant net inflow of 4.44 million yuan from institutional investors [3]
环保设备板块9月15日涨0.58%,龙净环保领涨,主力资金净流出1.13亿元
Group 1 - The environmental equipment sector increased by 0.58% on September 15, with Longjing Environmental leading the gains [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] - Longjing Environmental's stock price rose by 7.39% to 14.10, with a trading volume of 506,900 shares and a transaction value of 709 million yuan [1] Group 2 - The environmental equipment sector experienced a net outflow of 113 million yuan from institutional investors, while retail investors saw a net inflow of 64.21 million yuan [2] - The top gainers in the environmental equipment sector included Longjing Environmental and Juguang Technology, with respective increases of 7.39% and 2.64% [1][2] - The overall trading activity in the sector showed mixed results, with some stocks like Hengying Environmental and Qinda Huibao experiencing declines of 2.76% and 2.21% respectively [2] Group 3 - The net inflow from retail investors in Juguang Technology was 2.6 million yuan, while institutional investors had a net outflow of 25.96 million yuan [3] - The data indicates that while some stocks attracted retail interest, others faced significant selling pressure from institutional investors [3] - The overall sentiment in the environmental equipment sector appears cautious, with varying performances among individual stocks [3]
信达证券:环保板块估值持续修复 三大主线值得关注
智通财经网· 2025-09-15 03:29
Core Insights - The environmental protection industry is gradually returning to rational investment, focusing on the sustainable development of core businesses and cost reduction while actively exploring new sectors such as renewable energy, AI + environmental protection, and robotics to achieve steady growth amid market policy adjustments and industrial changes [1][2] Water Sector - In H1 2025, the water sector (16 listed companies) achieved revenue of 34.35 billion, a decrease of 0.9% year-on-year, while net profit increased by 4.6% to 5.42 billion. Recent policy changes are expected to catalyze market-oriented water price reforms, providing growth opportunities for efficient water service companies [3] Solid Waste Sector - In H1 2025, the solid waste treatment sector (38 listed companies) generated revenue of 86.53 billion, an increase of 3.4%, but net profit decreased by 3.4% to 8.47 billion. Enhanced dividends from waste incineration and international expansion are anticipated to lead to valuation re-evaluation [4] Environmental Monitoring/Testing Sector - In H1 2025, the environmental monitoring/testing sector (9 listed companies) reported revenue of 4.31 billion, down 4.4%, with net profit dropping 41% to 0.162 billion. New carbon market policies are expected to expand industry participation and drive demand for carbon monitoring as China continues to pursue its dual carbon goals [5] Environmental Equipment Sector - In H1 2025, the environmental equipment sector (26 listed companies) achieved revenue of 30.00 billion, a decrease of 3.69%, and net profit fell by 15% to 1.92 billion. The year 2025 marks the end of the 14th Five-Year Plan, with government initiatives expected to boost demand for energy-saving cooling equipment [6]
板块估值持续修复,水务运营稳健,垃圾焚烧分红提升 | 投研报告
信达证券近日发布环保板块2025年半年报总结:2025H1信达能源环保细分领域环保设备 板块(共26家上市公司)实现收入300.04亿元,同比减少3.69%;归母净利润合计19.17亿 元,同比减少15%。2025年是"十四五"收官之年,此前国务院印发的《2024—2025年节能降 碳行动方案》的通知中提出推动重点用能设备更新升级,加快数据中心节能降碳改造。 以下为研究报告摘要: 本期内容提要: 板块估值持续修复,水务运营稳健,垃圾焚烧分红提升。环保行业投资逐步回归理性, 重视自身核心业务的持续发展及降本增效的同时,也在积极跨界,布局新能源、AI+环保、 机器人等热门赛道,以求在市场政策调整和产业激荡中稳步发展。根据wind数据,信达能源 环保板块146家上市公司(其中水务16家、水处理36家、大气治理8家、固废处理38家、环境 监测/检测9家、综合环境治理13家、环保设备26家)2025H1共实现营业收入1870.37亿元, 同比增长0.2%;归母净利润169.53亿元,同比减少6.0%,主要系清新环境、博世科、维尔 利、太和水、仕净科技归母净利润大幅减少所致。 细分板块: 水务板块:2025H1信达能源环 ...
会长话封关:“迎来产业升级与国际化布局的重要机遇”
Zhong Guo Xin Wen Wang· 2025-09-12 11:43
Core Viewpoint - The upcoming full island closure operation of Hainan Free Trade Port presents significant opportunities for industrial upgrading and international expansion for businesses, particularly for those from Chongqing [1][3]. Group 1: Industrial Opportunities - Over 19,000 Chongqing enterprises are currently registered in Hainan, with the Hainan Chongqing Chamber of Commerce actively guiding these businesses towards high-tech, green manufacturing, and modern service industries [1]. - Major projects facilitated by the Hainan Chongqing Chamber of Commerce include investments exceeding 5 billion yuan in areas such as photovoltaic integration and zero-carbon new material industries [1][3]. Group 2: Policy Benefits - The implementation of the "one line open, one line controlled" import and export management policy has improved logistics between Hainan and overseas markets, reducing trade costs for Chongqing enterprises [3]. - Tax incentives such as a 15% corporate income tax and personal income tax, along with duty-free processing for value-added products, are key advantages attracting businesses to Hainan [3][4]. Group 3: Digital and Training Initiatives - The Hainan Chongqing Chamber of Commerce is utilizing the "Shanghui Tong" digital service platform to provide policy interpretation and practical training, enhancing member companies' understanding of policies and benefits [4]. - Recent regulations aimed at optimizing the business environment in Hainan have significantly reduced the burden on enterprises, boosting their confidence in entrepreneurship [4]. Group 4: International Market Expansion - The Hainan Chongqing Chamber of Commerce is focusing on leveraging overseas Chinese resources to expand into Southeast Asian markets, promoting Chongqing-made products internationally [6]. - Future plans include supporting qualified enterprises in exploring global markets and providing systematic services for cross-border connections [6]. Group 5: Future Development Plans - The Hainan Chongqing Chamber of Commerce aims to facilitate more high-quality projects and cultivate internationally competitive Chongqing brands, enhancing industrial collaboration between Chongqing and Hainan [8]. - Initiatives such as investment activities and the establishment of enterprise service centers are planned to promote industrial synergy and project implementation [8].
环保设备板块9月12日跌0.62%,青达环保领跌,主力资金净流入1336.43万元
Market Overview - On September 12, the environmental equipment sector declined by 0.62%, with Qingda Environmental leading the drop [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] Stock Performance - Notable gainers in the environmental equipment sector included Jiuwu Gaoke, which rose by 2.78% to a closing price of 36.58, and Huahong Technology, which increased by 0.93% to 15.21 [1] - Qingda Environmental saw a significant decline of 2.96%, closing at 29.18, while Hengyan Environmental fell by 2.88% to 25.64 [2] Trading Volume and Capital Flow - The environmental equipment sector experienced a net inflow of 13.36 million yuan from institutional investors, while retail investors saw a net outflow of 95.04 million yuan [2] - Jiuwu Gaoke had the highest net inflow from institutional investors at 49.84 million yuan, while retail investors had a net outflow of 71.24 million yuan [3] Individual Stock Analysis - Jiuwu Gaoke's trading volume was 130,700 hands with a transaction value of 471 million yuan [1] - Huahong Technology had a trading volume of 222,500 hands and a transaction value of 336 million yuan [1] - Qingda Environmental's trading volume was 13,300 hands with a transaction value of 39.42 million yuan [2]