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威派格:拥抱AI与机器人,智慧水务的战略突围
Zhong Jin Zai Xian· 2025-04-27 03:56
数据来源:头豹研究所 这一增长趋势的背后是政策引导、技术进步等多方面因素的合力驱动。2024年3月,国务院发布《推动大规模设备 更新和消费品以旧换新行动方案》,方案中明确提到,推进各地自来水厂及加压调蓄供水设施设备升级改造,加 快推进城镇生活污水垃圾处理设施设备补短板、强弱项,推动地下管网、桥梁隧道、窨井盖等城市生命线工程配 套物联智能感知设备建设。在2024年4月发布的《智慧水务技术标准》中,系统规定了智慧水务总体架构、关键模 块、信息安全、运维管理等多个技术层面的要求,为行业奠定基础标准。 政策的密集颁布为智慧水务企业打开了广阔的市场空间。老旧管网等项目的改造与完善不仅需要更换硬件设施, 更需要引入智能化的监测和管理系统,智慧水务的发展需要快速迭代的前沿技术作为支撑。 2024年,威派格研发投入1.15亿元,占营收比例9.28%,其中发明专利117项,为业务发展提供了坚实的技术基 础。2020-2024年,威派格累计投入约10亿元,持续聚焦智慧水务和智慧水厂等核心方向的技术研发与并购,推动 相关产品逐步成熟落地。在持续加大研发投入以提升产品标准化和实现技术迭代的同时,威派格进一步加强智慧 水务类产品的市场 ...
黑龙江国中水务股份有限公司股票交易异常波动公告
Shang Hai Zheng Quan Bao· 2025-04-26 08:50
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:600187证券简称:国中水务 编号:临2025-013 黑龙江国中水务股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证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个别及连带责任。 重大风险提示: ● 黑龙江国中水务股份有限公司(以下简称"公司")股票于2025年4月23日、4月24日、4月25日连续三 个交易日内收盘价格跌幅偏离值累计超过20%,根据《上海证券交易所交易规则》相关规定,属于股票 交易异常波动。公司基本面没有重大变化,也不存在应披露未披露的重大信息,敬请广大投资者注意二 级市场交易风险,理性决策,审慎投资。 ● 经公司自查,并向公司控股股东及其一致行动人和实际控制人核实,截至本公告披露日,公司不存在 应披露而未披露的重大事项。 一、股票交易异常波动的具体情况 公司股票于2025年4月23日、4月24日、4月25日连续三个交易日内收盘价格跌幅偏离值累计超过20%, 根据《上海证券交易所交易规则》相关规定,属于股票交易异常波动。 二、公司关注并核实的相关情况 针对公司股票交易异 ...
联合水务(603291):海内外业务推进顺利 布局绿色低碳新兴产业
Xin Lang Cai Jing· 2025-04-26 08:26
Core Viewpoint - The company reported a slight increase in revenue but a decrease in net profit, indicating challenges in core operations and ongoing upgrades in wastewater treatment facilities [2][4]. Financial Performance - In 2024, the company achieved operating revenue of 1.14 billion yuan, a year-on-year increase of 1% - The net profit attributable to shareholders was 150 million yuan, a year-on-year decrease of 6% - For Q1 2025, the company reported operating revenue of 253 million yuan, a year-on-year increase of 7% - The net profit attributable to shareholders for Q1 2025 was 13 million yuan, a significant year-on-year decrease of 63% [1][2]. Business Segments - Water supply and related businesses generated revenue of 595 million yuan, a year-on-year decrease of 4%, with a gross margin of 36.82%, down 2.44 percentage points - Wastewater treatment and resource utilization businesses achieved revenue of 313 million yuan, a year-on-year increase of 5%, with a gross margin of 38.14%, down 0.97 percentage points - EPC and BOT construction businesses combined generated revenue of 217 million yuan, a year-on-year increase of 49% [2]. Project Development - Domestic projects are progressing steadily, including the "Second Water Plant Phase V Project" in Suqian and the "Wangying Reservoir Water Supply Phase II Project" in Xianning, which will enhance regional water supply capacity - The "Tongxiang Shenhe Wastewater Treatment Plant Upgrade Project" has completed acceptance and registration, while price adjustments for wastewater treatment in Jingzhou and Tongxiang are actively being pursued - The company is also focusing on cost reduction and efficiency improvement through technological innovation, including the implementation of solar projects and a precision dosing system [3]. International Expansion - The company is deepening its "Belt and Road" initiative, with ongoing operations in the Purbachal New City Water Supply and Distribution Facilities Development PPP Project in Dhaka, Bangladesh - Future international business efforts will focus on South Asia, Southeast Asia, and the Middle East, with increased investment in overseas project development [3]. Emerging Industries and Green Development - The company is exploring industrial layouts in carbon neutrality, energy conservation, and high-tech sectors - Investments include acquiring a 50% stake in Unitedearth4Earth Holding for CCUS development and establishing a venture capital partnership focused on environmental and ESG technology [4]. Profit Forecast - The company forecasts operating revenues of 1.29 billion yuan, 1.46 billion yuan, and 1.66 billion yuan for 2025-2027, with year-on-year growth rates of 13.18%, 13.24%, and 13.29% - Net profits attributable to shareholders are projected to be 172 million yuan, 198 million yuan, and 229 million yuan for the same period, with growth rates of 14.52%, 15.56%, and 15.26% respectively [4].
江南水务:2025年一季度盈利增长但成本控制面临挑战
Zheng Quan Zhi Xing· 2025-04-25 22:39
综合评价 从单季度数据来看,第一季度营业总收入为2.94亿元,同比下降0.43%;归母净利润为9516.32万元,同 比上升13.13%;扣非净利润为9402.08万元,同比上升9.48%。 成本与费用 本报告期江南水务的三费(财务费用、销售费用和管理费用)占比上升明显,总和占总营收的比例同比增 幅达30.65%,达到14.84%。这表明公司在成本控制方面面临一定压力。 主要财务指标 资产状况 近期江南水务(601199)发布2025年一季报,证券之星财报模型分析如下: 财务概况 近期江南水务发布了2025年一季报。报告显示,截至本季度末,公司营业总收入为2.94亿元,较去年同 期下降0.43%;归母净利润为9516.32万元,同比增长13.13%;扣非净利润为9402.08万元,同比增长 9.48%。 单季度数据分析 毛利率:38.27%,同比增加0.07%。 净利率:32.35%,同比增加13.62%。 每股净资产:4.79元,同比增加17.47%。 每股经营性现金流:0.05元,同比减少26.86%。 每股收益:0.1元,同比增加13.24%。 货币资金:8.22亿元,同比增加17.77%。 应收账款: ...
威派格:2024年报净利润-2.12亿 同比下降1021.74%
Tong Hua Shun Cai Bao· 2025-04-25 09:16
一、主要会计数据和财务指标 ,较上期变化:-1959.01万股 。 | 名称 持有数量(万股) | | 占总股本比 | 增减情况 | | --- | --- | --- | --- | | | | 例(%) | (万股) | | 李纪玺 | 21672.70 | 43.26 | 不变 | | 孙海玲 | 2587.50 | 5.16 | 不变 | | 上海国盛资本管理有限公司-上海国盛海通股权投资基金 | 2550.00 | 5.09 | 不变 | | 合伙企业(有限合伙) | | | | | 上海威忉智能科技合伙企业(有限合伙) | 1560.86 | 3.12 | 不变 | | 宁波丰北汇泰投资中心(有限合伙) | 724.38 | 1.45 | -189.77 | | 徐志康 | 635.00 | 1.27 | 不变 | | 梁兴禄 | 485.50 | 0.97 | -55.50 | | 上海碧水云天企业咨询管理有限公司 | 433.01 | 0.86 | 不变 | | 上海常春藤投资控股有限公司-珠海金藤股权投资基金合 | 425.17 | 0.85 | 不变 | | 伙企业(有限合伙) | | | ...
江苏联合水务科技股份有限公司2024年度“提质增效重回报”行动方案评估报告暨2025年度“提质增效重回报”行动方案
Zheng Quan Ri Bao· 2025-04-24 23:35
Core Viewpoint - The company is committed to enhancing quality and efficiency while ensuring investor returns through its 2024 "Quality Improvement and Efficiency Enhancement" action plan, which has been approved by the board of directors [1][3]. Group 1: Business Focus and Performance - The company focuses on its core business in water services, including water supply, sewage treatment, and environmental management, with a processing capacity of approximately 2.7 million cubic meters per day [2]. - In 2024, the company achieved a revenue of 1,140.40 million yuan, a year-on-year increase of 1.12%, driven by increased water sales and sewage treatment [3]. - The company's EBITDA for 2024 was 446.57 million yuan, reflecting a growth of 5.50% compared to the previous year [3]. - The net profit attributable to shareholders was 149.93 million yuan, a decrease of 5.89% year-on-year, primarily due to increased capital expenditures for sewage treatment plant upgrades [3]. Group 2: Technological Innovation - The company emphasizes technological innovation as a core driver of development, with its subsidiary focusing on R&D in water treatment and environmental management technologies [5][6]. - In 2024, the subsidiary obtained 6 new patents, bringing the total to 18, and also received recognition as a high-tech enterprise [6]. - The company successfully launched a multifunctional water environment management unmanned vessel, enhancing its capabilities in water quality monitoring and management [7]. Group 3: Investor Returns - The company has a strong commitment to cash dividends, distributing 1.50 yuan per 10 shares for the 2023 fiscal year, totaling approximately 63.48 million yuan [9][10]. - The company plans to continue its dividend policy, proposing a similar distribution for the 2024 fiscal year, pending shareholder approval [10]. Group 4: Corporate Governance - The company has revised over 20 governance documents to enhance compliance and internal management, ensuring a higher level of governance [12]. - The board has established an ESG committee to integrate environmental, social, and governance considerations into its strategic planning [12][19]. Group 5: Market Engagement and Value Management - The company actively engages with investors, conducting roadshows and strategy meetings to enhance communication and transparency [14][15]. - The company has implemented a comprehensive market value management strategy, focusing on sustainable growth and shareholder returns [14]. Group 6: Sustainable Development and ESG Performance - The company is committed to sustainable development, achieving significant reductions in pollution and enhancing water resource efficiency [17]. - The company has received multiple awards for its ESG performance, reflecting its commitment to responsible business practices [20].
渤海股份:2024年报净利润0.16亿 同比下降20%
Tong Hua Shun Cai Bao· 2025-04-24 14:55
| 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益(元) | 0.0456 | 0.0571 | -20.14 | 0.0464 | | 每股净资产(元) | 6.02 | 6 | 0.33 | 5.96 | | 每股公积金(元) | 3.09 | 3.09 | 0 | 3.09 | | 每股未分配利润(元) | 1.73 | 1.71 | 1.17 | 1.68 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 17.61 | 18.45 | -4.55 | 17.53 | | 净利润(亿元) | 0.16 | 0.2 | -20 | 0.16 | | 净资产收益率(%) | 0.76 | 0.95 | -20 | 0.74 | 一、主要会计数据和财务指标 10派0.2元(含税) 数据四舍五入,查看更多财务数据>> | 名称 持有数量(万股) | | 占总股本比例 | 增减情况(万 | | --- | --- | --- | --- ...
国中水务龙虎榜:营业部净卖出735.63万元
Zheng Quan Shi Bao Wang· 2025-04-24 14:39
具体来看,今日上榜营业部中,第一大买入营业部为中国银河证券股份有限公司上海杨浦区靖宇东路证 券营业部,买入金额为91.44万元,第一大卖出营业部为广发证券股份有限公司南通工农南路证券营业 部,卖出金额为248.57万元。 国中水务(600187)今日跌停,全天换手率0.53%,成交额2907.37万元。龙虎榜数据显示,营业部席位合 计净卖出735.63万元。 上交所公开信息显示,当日该股因日跌幅偏离值达-10.00%上榜,营业部席位合计净卖出735.63万元。 证券时报·数据宝统计显示,上榜的前五大买卖营业部合计成交1330.12万元,其中,买入成交额为 297.24万元,卖出成交额为1032.88万元,合计净卖出735.63万元。 资金流向方面,今日该股主力资金净流出1570.49万元,其中,特大单净流出886.38万元,大单资金净流 出684.11万元。近5日主力资金净流入1.40亿元。 融资融券数据显示,该股最新(4月23日)两融余额为2.58亿元,其中,融资余额为2.58亿元,融券余额 为381.00元。近5日融资余额合计增加2507.07万元,增幅为10.74%。融券余额合计增加19.00元,增幅 ...
江南水务2024年实现营收15.3亿元 同比上升12.4%
Zheng Quan Shi Bao Wang· 2025-04-24 13:23
Core Viewpoint - Jiangnan Water's 2024 annual report shows significant growth in revenue and net profit, highlighting the company's focus on smart water management and urban water quality improvement [1][2] Financial Performance - The company's operating revenue reached 1.53 billion yuan, a year-on-year increase of 12.4% - The net profit attributable to shareholders was 402 million yuan, up 24.3% year-on-year - The net profit excluding non-recurring items was 404 million yuan, reflecting a 35.4% year-on-year increase [1] Business Operations - Jiangnan Water's main business includes the production and sale of tap water, drainage, and related water treatment services, along with engineering and drainage operations [1] - The company is actively involved in the construction of "zero-carbon water plants," focusing on carbon management, energy efficiency, clean energy utilization, and smart operations [1] Industry Trends - The development of smart water management is increasingly recognized as a key indicator of urban management intelligence, driven by policies promoting digital infrastructure and environmental protection [1] - The company is implementing a "Smart Water 2.0" plan, integrating IoT, big data, and AI to enhance operational capabilities and decision-making [2] Infrastructure Improvement - The company has successfully won bids for integrated operation and management projects for rainwater and sewage systems, addressing issues related to aging water supply networks [2] - Upgrading old pipelines is expected to reduce leakage, improve water quality stability, and lower energy consumption in urban water supply [2]
联合水务:2024年报净利润1.5亿 同比下降5.66%
Tong Hua Shun Cai Bao· 2025-04-24 10:12
Financial Performance - The basic earnings per share for 2024 is 0.3543 yuan, a decrease of 8.24% compared to 0.3861 yuan in 2023 [1] - The net profit for 2024 is 1.5 billion yuan, down 5.66% from 1.59 billion yuan in 2023 [1] - The return on equity (ROE) for 2024 is 8.62%, a decline of 14.14% from 10.04% in 2023 [1] - The total revenue for 2024 is 11.4 billion yuan, showing a slight increase of 1.06% from 11.28 billion yuan in 2023 [1] - The net asset per share increased to 4.2 yuan, up 4.22% from 4.03 yuan in 2023 [1] Shareholder Structure - The top ten unrestricted shareholders hold a total of 7,444.79 million shares, accounting for 57.29% of the circulating shares, which is a decrease of 1,201.35 million shares from the previous period [1] - UW Holdings Limited remains the largest shareholder with 4,549.31 million shares, representing 35.01% of total share capital, down by 1,269.22 million shares [2] - Ningbo Henglian Enterprise Management Partnership holds 2,177.54 million shares, maintaining a 16.76% stake [2] - New entrants among the top shareholders include Liu Liwu with 104.36 million shares and Zhou Jun with 94.72 million shares [2] Dividend Distribution - The company has announced a dividend distribution plan of 1.5 yuan per share (including tax) [3]