证券代码：600979 证券简称：广安爱众 公告编号：2025-031 四川广安爱众股份有限公司 2025 年 1-3 月生产经营数据公告 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、准确性和完整性承担法律责任。 根据《上海证券交易所上市公司行业信息披露指引》的相关规定，现将四川 广安爱众股份有限公司（以下简称"公司"）2025 年 1-3 月生产经营数据公告如 下： | 一、水务板块 | | --- | | 项 目 | 2024 年 1-3 月 | 2025 年 1-3 月 | 增减变动幅度（%） | | --- | --- | --- | --- | | 购水量（万立方米） | 640.83 | 617.03 | -3.71 | | 制水量（万立方米） | 2007.08 | 2216.29 | 10.42 | | 售水量（万立方米） | 2215.22 | 2307.56 | 4.54 | | 其中：广安水务 | 754.03 | 808.28 | 7.19 | | 前锋水务 | 174.41 | 173.24 | -0.67 | | 岳池水务 ...

四川广安爱众股份有限公司 2024 年 1-12 月生产经营数据公告 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、准确性和完整性承担法律责任。 根据《上海证券交易所上市公司行业信息披露指引》的相关规定，现将四川 广安爱众股份有限公司 2024 年 1-12 月生产经营数据公告如下： | 项 目 | 2023 年 1-12 月 | 2024 年 1-12 月 | 增减变动幅度（%） | | --- | --- | --- | --- | | 购水量（万立方米） | 6654.59 | 6919.30 | 3.98 | | 制水量（万立方米） | 4017.28 | 4372.04 | 8.83 | | 售水量（万立方米） | 8936.01 | 9949.41 | 11.34 | | 其中：广安水务 | 3145.28 | 3576.39 | 13.71 | | 前锋水务 | 654.39 | 739.21 | 12.96 | | 岳池水务 | 1620.96 | 1777.19 | 9.64 | | 华蓥水务 | 919.95 | 939.62 | 2 ...

Investment Highlights - The report highlights the recovery of revenue growth for Yuyue Medical, with a significant increase in overseas sales, achieving a revenue of 7.57 billion yuan in 2024, down 5.1% year-on-year, and a net profit of 1.81 billion yuan, down 24.6% year-on-year [3][8] - Guotai Group's performance shows resilience in its civil explosives business, with a non-net profit growth of 17.09% year-on-year in Q1 2025, despite a slight revenue decline of 1.26% [12][13] - China Merchants Highway reported a revenue of approximately 2.803 billion yuan in Q1 2025, down 7.24% year-on-year, but net profit improved by 2.74% due to cost control and increased investment income [16][17] - Shenzhen Gas's main business in urban gas sales showed growth, with a revenue of 28.348 billion yuan in 2024, down 8.34% year-on-year, but a net profit increase of 1.19% [21][22] - New Industry's overseas business continued to grow rapidly, with a revenue of 4.535 billion yuan in 2024, up 15.41% year-on-year, and a net profit of 1.828 billion yuan, up 10.57% [25][26] - Huali Group's revenue in Q1 2025 grew by 12% year-on-year, driven by new brand collaborations and strong sales of sports shoes [30][31] - Bohai Leasing, a leading aircraft leasing company, reported a significant increase in aircraft sales revenue, reaching 12.7 billion yuan in 2024, up 61.08% year-on-year, driven by a strong aircraft market [35][36] - Weimao Electronics, an industrial intelligent connection control solution manufacturer, achieved a revenue of 260 million yuan in 2024, up 13.69% year-on-year, with a focus on expanding into emerging fields [39][40] Company-Specific Summaries Yuyue Medical (002223.SZ) - The company experienced a revenue decline in 2024 due to high base effects from the previous year, but Q1 2025 showed a recovery with a 9.2% year-on-year increase in revenue [3][9] - The product mix has led to a slight decrease in gross margin, with a 50.1% gross margin in 2024, down 1.2 percentage points year-on-year [10] - The company maintains a strong financial position with 7.08 billion yuan in cash and no short-term or long-term loans [10] Guotai Group (603977.SH) - The civil explosives business showed growth, with a revenue of 327 million yuan in Q1 2025, up 1.4% year-on-year [13][14] - The company faced a decline in electronic detonator sales but saw an increase in explosive engineering revenue [14][15] - The gross margin for Q1 2025 was 32.72%, down 0.5 percentage points year-on-year, but the non-net profit remained stable [15] China Merchants Highway (001965.SZ) - The company is actively pursuing expansion projects, including the ongoing reconstruction of key highways [17][18] - The net profit forecast for 2025-2027 is expected to grow steadily, with projected profits of 5.74 billion yuan in 2025 [18] Shenzhen Gas (601139.SH) - The urban gas sales volume increased by 2.78% in 2024, with significant growth in the Greater Bay Area [22] - The company is expected to benefit from lower upstream gas prices and increased sales volume [22][24] New Industry (300832.SZ) - The company reported a strong performance in overseas markets, with a 27.67% increase in overseas revenue [27] - The gross margin for 2024 was 72.26%, with a focus on expanding the product lineup in the chemical luminescence sector [28] Huali Group (300979.SZ) - The company maintained a strong partnership with major brands, resulting in a 12.34% revenue increase in Q1 2025 [30][31] - The company is expanding production capacity to meet growing demand, with a workforce increase of 17% [31] Bohai Leasing (000415.SZ) - The company is positioned as a global leader in aircraft leasing, with a fleet size of 1,158 aircraft [36] - The net profit forecast for 2025-2027 is expected to grow significantly, with a projected profit of 1.913 billion yuan in 2025 [37] Weimao Electronics (833346.BJ) - The company is focusing on the automotive and industrial automation sectors, with a projected growth in the vehicle wiring harness market [40][41] - The company is expanding its production capabilities to meet increasing demand in emerging markets [41]

证券代码：600956 证券简称：新天绿能 公告编号：2025-024 新天绿色能源股份有限公司 2025 年第一季度主要经营数据公告 | 地区 | | 上网电量 | | | | --- | --- | --- | --- | --- | | | 2025 年一季度 | 同比变动 | 2025 年累计 | 同比变动 | | | （兆瓦时） | （%） | （兆瓦时） | （%） | | 风电业务 | 4,364,568.40 | 9.55% | 4,364,568.40 | 9.55% | | 河北 | 3,233,205.42 | 12.17% | 3,233,205.42 | 12.17% | | 山西 | 157,873.30 | 20.25% | 157,873.30 | 20.25% | | 新疆 | 64,530.62 | -16.63% | 64,530.62 | -16.63% | | 云南 | 174,437.56 | -17.16% | 174,437.56 | -17.16% | | 山东 | 21,691.63 | -16.27% | 21,691.63 | -16.27% | | 内 ...

Investment Rating - The report assigns a "Buy" rating to the company, New Energy (2688 HK), with a target price of HKD 74.60, indicating a potential upside of 21.4% from the current price of HKD 61.45 [4][9]. Core Insights - The first quarter of 2025 saw gas sales remain stable, influenced by a warm winter, with retail gas volume showing a year-on-year increase of 0.3%, outperforming the mainland's natural gas apparent consumption decline of 2.2% [2][7]. - The management indicated that the warm winter impacted gas sales by approximately 2-3 percentage points, with residential gas sales increasing by 1.1% year-on-year [2][7]. - The privatization plan is progressing steadily, with expectations to seek shareholder approval in the fourth quarter of this year [7][8]. Financial Overview - Revenue projections for the company are as follows: - 2023: RMB 113,858 million - 2024: RMB 109,853 million - 2025E: RMB 116,552 million (6.1% YoY growth) - 2026E: RMB 122,701 million - 2027E: RMB 129,239 million [3][11]. - Net profit estimates are: - 2023: RMB 6,816 million - 2024: RMB 5,987 million - 2025E: RMB 7,174 million (3.2% YoY growth) - 2026E: RMB 7,782 million - 2027E: RMB 8,098 million [3][11]. - The company is expected to maintain moderate profit growth over the next three years, with a compound annual growth rate of approximately 5% from 2024 to 2027 [7][8]. Operational Performance - The company’s retail gas sales volume is projected to grow as follows: - 2023: 25,145 million cubic meters - 2024: 26,200 million cubic meters - 2025E: 26,782 million cubic meters (2.2% growth) - 2026E: 27,588 million cubic meters - 2027E: 28,421 million cubic meters [8]. - The company has also seen a 9.9% year-on-year increase in its diversified energy sales volume, reaching 100 billion kWh in the first quarter [7][8]. Market Position - The company’s market capitalization is approximately HKD 68,286.31 million, with a 52-week high of HKD 79.30 and a low of HKD 45.25 [6][9]. - The stock has shown a year-to-date change of 10.03% [6].

前十大流通股东累计持有： 15697.36万股，累计占流通股比： 40.93%，较上期变化： 426.04万股。 | 名称 | 持有数量(万股) | 占总股本比例(%) | 增减情况(万股) | | --- | --- | --- | --- | | 水发集团有限公司 | 11176.89 | 29.14 | 新进 | | 大连派思投资有限公司 | 1427.34 | 3.72 | 不变 | | 水发燃气（603318）集团有限公司 | 918.14 | 2.39 | 新进 | | Energas Ltd. | 554.49 | 1.45 | 不变 | | 王亚军 | 428.39 | 1.12 | 新进 | | 金益鸣 | 290.01 | 0.76 | 2.01 | | 马骏伟 | 268.96 | 0.70 | 新进 | | 王九生 | 258.18 | 0.67 | 96.21 | | 遇文芳 | 199.00 | 0.52 | 1.63 | | 刘银莉 | 175.96 | 0.46 | 新进 | | 较上个报告期退出前十大股东有 | | | | | 水发众兴集团有限公司 | 12095.04 | ...

证券研究报告 公用事业 | 燃气Ⅱ 非金融|公司点评报告 hyzqdatemark 2025 年 04 月 29 日 证券分析师 查浩 SAC：S1350524060004 zhahao@huayuanstock.com 刘晓宁 SAC：S1350523120003 liuxiaoning@huayuanstock.com 市场表现： | 基本数据 | 年 | 04 | 月 28 | 日 | | 2025 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 收盘价（元） | | | 6.43 | | | | | | 内 高 | | | 8.30/6.15 | | / | | | | （元） | | | | | | | | | 总市值（百万元） | | | 18,497.44 | | | | | | 流通市值（百万元） | | | 18,497.44 | | | | | | 总股本（百万股） | | | 2,876.74 | | | | | | 资产负债率（%） | | | 58.76 | | | | | | 每股净资产（元/股） | | | 5.41 ...

一、主要会计数据和财务指标 数据四舍五入，查看更多财务数据>> 二、前10名无限售条件股东持股情况 | 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | 2023年一季报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | 0.8900 | 0.7800 | 14.1 | 0.3500 | | 每股净资产（元） | 20.12 | 18.06 | 11.41 | 12.64 | | 每股公积金(元) | 8.24 | 8.21 | 0.37 | 5 | | 每股未分配利润(元) | 10.60 | 8.59 | 23.4 | 6.37 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 10.64 | 11.31 | -5.92 | 10.18 | | 净利润(亿元) | 3.77 | 3.32 | 13.55 | 1.46 | | 净资产收益率(%) | 4.53 | 4.43 | 2.26 | 2.77 | | 名称 持有数量(万股) | | 占总股本比例(%) | 增减情况(万股) | ...

南京公用发展股份有限公司 投资者关系活动记录表 编号：2025-01 投资者关系活动类别 □特定对象调研 □媒体采访 □分析师会议 业绩说明会 □新闻发布会 □现场参观 □其他 请文字说 明其他 □路演活动 活动内容） 活动参与人员 董事长 王巍 董事、总经理 周伟 独立董事 叶邦银 副总经理、总会计师 孙彬 副总经理、董事会秘书 徐宁 时间 2025 年 4 月 29 日 星期二）15:00-16:00 地点 价值在线 www.ir-online.cn） 形式 网络互动方式 交流内容及具体问答记 录 1.未来在光储充换检业务板块有怎样的市场拓展计划，预计在哪 些区域重点布局？ 答:尊敬的投资者您好，新能源产业聚焦"城市级智慧新能源系 统解决方案服务商"定位，围绕"光、储、充、换、检"等业务板 块，持续提升市场占有率。在分布式光伏领域，将继续深挖光伏资 源，重点拓展江浙沪皖及周边分布式光伏项目，积极开发集中式光伏 电站，同时强化政策研判与合规管理，探索异地项目公司设立和并购 路径，在风险可控前提下推动业务规模化发展；在充电业务领域，运 用大数据分析优化场站选址布局，加强设备巡检维护标准化体系建 设，确保运营效 ...

蓝天燃气（605368）公告，2025年第一季度营业收入13.96亿元，同比下降11.73%。净利润1.32亿元， 同比下降34.86%。 ...