证券日报网讯津膜科技（300334）8月12日在互动平台回答投资者提问时表示，根据中国证券登记结算 有限责任公司最新提供的合并普通账户和融资融券信用账户前N名明细数据表，截至2025年8月8日，公 司的股东人数为16663户。 ...

一、强势个股 截至8月12日收盘，上证综指上涨0.5%，收于3665.92点，深证成指上涨0.53%，收于11351.63点，创业 板指上涨1.24%，收于2409.4点。今日沪深两市A股共计60只涨停，综合当前连板数以及当日龙虎榜数 据，其中较为强势的前三只个股分别为：北纬科技（002148）、福日电子（600203）与吉视传媒 （601929）。今日强势个股前10位具体数据见下表： | 代码 | 隋称 | 造板数 | 换手率(%) | 成交额 | 龙虎特净买入额 | 最高价是否创一年来新高 | 所属行业 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002148 | 北纬科技 | 7天6板 | 60.81 | 30.78亿元 | -1.01亿元 | 是 | 通信 | | 600203 | 橘日电子 | 7天5板 | 48.75 | 48.79亿元 | 2.38亿元 | 是 | 电子 | | 601929 | 吉镜传媒 | 7天5板 | 15.8 | 17.46亿元 | -506.6万元 | 是 | 传媒 | | 600581 | 八一钢铁 | ...

Core Viewpoint - Shanghai Industrial Environment (00807.HK) reported a net profit attributable to shareholders of RMB 344.3 million for the first half of 2025, reflecting a year-on-year increase of 7.1% [1] Financial Performance - The group's total revenue decreased by 4.4% year-on-year to RMB 3.1771 billion [1] - Gross profit also saw a decline of 1.6% year-on-year, amounting to RMB 1.2572 billion [1] - As of June 30, 2025, the company's cash and cash equivalents stood at RMB 4.01 billion, indicating a healthy financial position [1]

与此同时，仍有部分上市公司并购重组宣告失败。据记者初步统计，年内宣告并购重组失败的上市公司 共有鸿博股份、城发环境等35家。原因方面，多家上市公司表示，因市场环境较交易筹划之初发生较大 变化、交易各项工作进度不及预期等。此外，部分以"借壳"为目的的并购重组案例也并未成功实施。7 月10日晚间，爱司凯发布公告称，公司决定终止购买鹏城金云科技有限公司（以下简称"金云科技"） 100%股权并募集配套资金事项。 环保企业积极布局新能源 从行业来看，年内并购案例主要集中在医药生物、机械设备、基础化工、电子等领域，相关行业企业并 购重组案例均超过200个。此外，电力设备、计算机、汽车等行业的并购案例数量也较多。从并购案例 交易金额来看，交通运输、有色金属、公共事业等并购重组交易总价值金额最为突出。 川财证券首席经济学家、研究所所长陈雳表示，推动企业并购重组在当前市场环境下具有"抗风 险"与"促发展"的双重意义。一方面，通过并购重组来打通上下游，甚至实现跨行业发展，有助于企业 分摊风险；另一方面，当前市场估值水平处于历史相对低位，对于企业来说，是开拓业务新版图的良 机，特别是传统制造业用并购重组的方式掌握新业务、新技术，可 ...

Investment Rating - The report maintains a "Buy" rating for the company [7][5] Core Views - The company reported a revenue of 3.216 billion RMB for H1 2025, representing a year-over-year increase of 11.25%, and a net profit attributable to shareholders of 589 million RMB, up 20.15% year-over-year [2] - The company is actively optimizing its business structure through acquisitions and divestitures, which is expected to enhance operational efficiency and cash flow [4][3] - The report anticipates continued growth in revenue and profit, with a target price set at 19.46 RMB, reflecting a potential upside from the current market price [5] Revenue and Profit Growth - For H1 2025, the company achieved a revenue of 3.216 billion RMB, with a net profit of 589 million RMB, indicating strong growth in both revenue and profit [2] - The solid waste management segment generated 1.869 billion RMB in revenue, a year-over-year increase of 16.13% [3] - Operating cash flow for H1 2025 was 977 million RMB, up 53.91% year-over-year, indicating improved cash generation capabilities [3] Business Segmentation - The solid waste management business is the largest contributor, followed by highway operations and integrated environmental solutions [3] - The company has seen a 9% increase in electricity generated from waste and an 8% increase in heating supply, reflecting operational improvements [4] - Recent acquisitions include 100% of Dunhua Zhongneng and 85% of Aolande, aimed at enhancing the company's waste-to-energy capabilities [4] Financial Projections - The report projects net profits for 2025, 2026, and 2027 to be 1.214 billion RMB, 1.289 billion RMB, and 1.346 billion RMB respectively, with corresponding EPS of 1.89 RMB, 2.01 RMB, and 2.10 RMB [5][11] - The target price of 19.46 RMB is based on a PE ratio of 9.2 for 2025, reflecting the company's growth potential in the environmental and highway sectors [5][11]

Group 1: Market Overview - The equity market experienced a volatile upward trend this week, with various fund net values showing an increase. The cyclical theme funds outperformed, with a net value increase of 4.42% [1] - Passive index funds saw significant inflows into financial real estate and cyclical themes, while there was a net outflow from large-cap, Sci-Tech Innovation Board, and TMT themes [1] Group 2: Engineering Machinery Industry - In July, both domestic and export sales of engineering machinery showed strong performance, with the commencement of the Yaxia hydropower project expected to further boost demand [2] - Recommended companies include SANY Heavy Industry, Zoomlion, XCMG, LiuGong, Shantui, and China Longgong, along with component manufacturers like Hengli Hydraulic [2] Group 3: High-end Manufacturing - Laoxiangji has established a comprehensive supply chain with three chicken farms, two central kitchens, and eight distribution centers, making it the only Chinese fast-food company with a fully traceable system [3] - The company aims to become a "family kitchen" for customers, with an average customer spending of around 30 yuan, capitalizing on the trend of freshly cooked meals [3] Group 4: Real Estate Market - As of August 10, 2025, new home transactions in 20 cities totaled 480,000 units, a decrease of 5.1%. In contrast, second-hand home transactions increased by 11.1% to 477,000 units [4] Group 5: Basic Chemicals Industry - The development of humanoid robots is expected to continuously boost the demand for lightweight materials. Key companies to watch include Zhongyan Co., Xinhan New Materials, and Jilin Chemical Fiber [5] Group 6: Nonferrous Metals - The price of lithium concentrate is expected to rise due to supply disruptions from the suspension of operations at the Jiangxia lithium mine and other mines. Companies with cost advantages in the lithium sector include Salt Lake Co., Cangge Mining, and Tianqi Lithium [7] Group 7: Steel Industry - The capacity utilization rate for electrolytic aluminum reached 98.4% in July, the highest level since 2012. The steel sector's profitability is expected to recover to historical average levels [8] Group 8: Company-Specific Insights - New Dazheng is actively exploring the application of cleaning robots and inspection drones in various scenarios, with a projected revenue of 2.98 billion yuan in 2024, reflecting an 8.2% year-on-year growth [9] - Changqing Technology is expected to see net profits of 125 million, 155 million, and 201 million yuan from 2025 to 2027, driven by technological innovation and capacity expansion [10] - Guoguang Co. anticipates steady revenue growth and a high cash dividend payout ratio, with projected net profits of 428 million, 526 million, and 634 million yuan from 2025 to 2027 [11] - Aishuxin's ABC module shipments reached 8.57 GW in the first half of 2025, with a significant increase in gross margin [12] - Huaming Equipment's revenue for the first half of 2025 was 1.121 billion yuan, with a net profit of 368 million yuan, reflecting a 17.17% year-on-year increase [13] - Yanjing Beer reported a 6.4% increase in revenue to 8.56 billion yuan in the first half of 2025, with a net profit increase of 45.4% [14] - Tongchen Beijian's revenue decreased by 23.4% to 3.53 billion yuan in the first half of 2025, but profit margins improved due to cost control [15]

国信证券近日发布公用环保行业202508第2期：本周沪深300指数上涨1.23%，公用事业 指数上涨1.61%，环保指数上涨2.58%，周相对收益率分别为0.38%和1.34%。申万31个一级 行业分类板块中，公用事业及环保涨幅处于第22和第8名。电力板块子板块中，火电上涨 2.88%；水电下跌0.56%，新能源发电上涨0.52%；水务板块上涨0.29%；燃气板块上涨 3.60%。 以下为研究报告摘要： 投资策略：公用事业：1.煤价电价同步下行，火电盈利有望维持合理水平，推荐全国大 型火电企业华电国际以及区域电价较为坚挺的上海电力；2.国家持续出台政策支持新能源发 展，新能源发电盈利有望逐步趋于稳健，推荐全国性新能源发电龙头企业龙源电力、三峡能 源，区域优质海上风电企业广西能源、福能股份、中闽能源，以及开展新能源与智算中心一 体化深化算电协同标的金开新能；3.装机和发电量增长对冲电价下行压力，预计核电公司盈 利仍将维持稳定，推荐核电运营标的中国核电、中国广核；国家电投整合核电资产，打造A 股第三家核电运营商，推荐重组标的电投产融；4.全球降息背景下高分红的水电股防御属性 凸显，推荐业绩稳健性和成长性兼具的水电 ...

人民财讯8月12日电，企查查APP显示，近日，重庆劲旅新脉环境科技有限公司成立，注册资本5200万 元，经营范围包含：汽车销售；汽车零配件零售；新能源汽车整车销售；专用设备修理等。企查查股权 穿透显示，该公司由劲旅环境（001230）等共同持股。 ...

ST华西（002630.SZ）8月12日在投资者互动平台表示，公司与中国能建签订战略合作框架协议，主要 合作意向方向包括新能源、环保产业、国际国内清洁能源项目等。 每经AI快讯，有投资者在投资者互动平台提问：请问公司与中国能建签署合作协议主要是哪些领域， 是能建从公司采购设备还是业务分包合作？ （记者 谭玉涵） ...

Core Viewpoint - Zhongyuan Environmental Protection Co., Ltd. successfully issued its second phase of technology innovation bonds for 2025, marking a significant milestone for AA+ rated entities in Henan province and nationwide [1][3]. Group 1: Bond Issuance Details - The bond issuance size is 500 million yuan, with a maturity of 10 years and a coupon rate of 2.70% [1]. - This issuance is the first 10-year bond for an AA+ rated entity in Henan and the first nationwide 10-year technology innovation bond for AA+ rated entities, indicating a breakthrough in long-term bond issuance for this rating category [1][3]. Group 2: Implications for the Company and Industry - The issuance expands the company's financing channels, providing long-term, stable, and low-cost funding to support its operations [3]. - The innovative approach of "exchanging time for space" aligns with the company's goals in the "dual carbon" field, helping it maintain a leading position [3]. - This issuance serves as a reference model for other AA+ rated enterprises in Henan to overcome maturity barriers and access long-term funding, injecting innovative vitality into the financial market of Henan province [3].