截至2025年4月7日收盘，卓越新能(688196)报收于35.94元，下跌18.04%，换手率2.11%，成交量2.53万 手，成交额9543.98万元。 当日关注点 交易信息汇总：4月7日卓越新能（688196）收盘报35.94元，跌18.04%，当日成交252.71万元，已 连续2日下跌。 交易信息汇总 4月7日卓越新能（688196）收盘报35.94元，跌18.04%，当日成交252.71万元。根据收盘数据统计，该 股已连续2日下跌。前10个交易日资金流向情况显示，主力资金累计净流出4178.58万元，股价累计下跌 13.38%；融资余额累计增加1042.86万元，融券余量累计增加0股。该股最近90天内共有8家机构给出评 级，其中买入评级7家，增持评级1家。 资金流向 当日主力资金净流出1871.83万元，占总成交额19.61%；游资资金净流入306.01万元，占总成交额 3.21%；散户资金净流入1565.82万元，占总成交额16.41%。 董秘最新回复 投资者： 请问美国关税对公司业务利弊两方面有什么影响？公司怎么应对其他国家或地区潜在的关税 或者反倾销税？ 以上内容为证券之星据公开信息整理，由智 ...

Investment Rating - The report maintains an "Overweight" rating for the environmental protection industry [1]. Core Insights - The national carbon market has expanded to include the steel, cement, and aluminum smelting industries, with a gradual tightening of quotas expected [8]. - There is a focus on garbage incineration to support ultra-low PUE zero-carbon projects, highlighting collaboration opportunities with IDC [9]. - The report emphasizes the importance of cash flow asset value reassessment in a low-interest-rate environment [17]. Summary by Sections Industry Trends - The carbon market expansion will cover over 60% of national carbon emissions, adding approximately 1,500 new enterprises and increasing carbon emissions coverage by about 3 billion tons [8]. - The distribution of quotas will be based on verified actual emissions, ensuring no shortfall for enterprises in 2024, with a balanced quota system for 2025 and 2026 [8]. Company Tracking - Green Power's dividend payout ratio for 2024 is raised to 71.45%, with a projected revenue of 3.399 billion yuan, a 14% decrease year-on-year [4]. - Yongxing Co. is expected to see a revenue increase of 65% to 3.765 billion yuan in 2024, with a significant rise in free cash flow [4]. Collaboration Opportunities - The report discusses three collaboration models for garbage incineration and IDC, highlighting the economic advantages and potential return on equity (ROE) increases [12]. - The collaboration is expected to enhance profitability and cash flow for garbage incineration companies, shifting their business model from government to business [15]. Market Performance - The environmental protection and public utilities index fell by 2.12%, underperforming the broader market [47]. - The report lists top-performing stocks in the environmental sector, with notable gains for companies like Huanhong Technology and Hanlan Environment [51].

Investment Rating - The industry investment rating is "Outperform the Market" (maintained) [2] Core Viewpoints - The recent surge in policies supporting the biodiesel industry is expected to accelerate domestic commercialization and clarify export guidelines, enhancing the industry's profitability outlook [5] - The EU's anti-dumping investigation conclusion has reduced market uncertainty, indicating that the industry's "darkest hour" has passed, and companies with established overseas sales channels may benefit [5] - The rising price of glycerin, a byproduct of biodiesel production, is projected to significantly boost the profits of related manufacturers [5] Summary by Sections Market Performance - The basic chemical sector has shown a market performance fluctuation of -17% to +26% from March 2024 to November 2024 [3] Policy Developments - Multiple policies have been introduced to promote biodiesel, including pilot programs and guidelines for renewable energy alternatives, indicating a strong governmental push towards the industry [5][13] Company Developments - The report highlights that Zhuoyue New Energy's 50,000-ton biodiesel capacity could yield approximately 40,000 tons of glycerin, potentially adding 96 million yuan to after-tax profits at current glycerin prices [5] - Zhuoyue New Energy's upcoming production of fatty alcohol from biodiesel is expected to leverage cost advantages due to internal raw material supply, enhancing profitability [7] Price Trends - Glycerin prices have surged to 7,400 yuan/ton, reflecting a month-on-month increase of 14.3% and a year-on-year increase of 85% [5] - Fatty alcohol prices reached 20,800 yuan/ton, with a year-on-year increase of 77.8% [7] Recommended Stocks - Suggested stocks to watch include Zhuoyue New Energy, Jiaao Environmental Protection, Haineng Technology, Pengyao Environmental Protection, Langkun Environment, and Shangaohuan Energy [7]