高能环境（603588）(603588.SH)发布公告，为深入推进全球化战略布局，打造国际化资本运作平台， 提高公司在国际市场的核心竞争力，公司拟申请首次公开发行境外上市股份(H股)并在香港联交所主板 上市。 ...

Group 1 - Huakang Clean has won a bid for the Keqiao Future Medical Center purification system project with a contract value of 176 million yuan, accounting for 10.29% of the company's expected revenue for 2024 [1] - Pulike plans to acquire a 4.04% stake in Zhongpu Biological for 17.5143 million yuan, which will increase its ownership to 51.01% and grant control over Zhongpu Biological, which is currently operating at a loss [1] - Guangzhou Port expects a 14.7% year-on-year increase in container throughput for November, reaching 2.399 million TEUs [2] Group 2 - Heng Rui Medicine's application for the marketing authorization of injectable remimazolam has been accepted by the National Medical Products Administration [3] - TBEA has established an asset-backed special plan for accounts receivable with a total subscription amount of 1.7215 billion yuan, which will officially commence on December 2, 2025 [3] - Guomai Culture reported an estimated loss of approximately 40 million yuan from its investment in the film "The Stars of the Three Kingdoms," which is expected to exceed 10% of the company's audited net profit for 2024 [4] Group 3 - Binhai Group has successfully acquired a residential land use right for 1.361 billion yuan, with a construction area of 26,000 square meters [4] - Weichip Bio has received approval from the China Securities Regulatory Commission for a specific stock issuance [5] - China Electric Research plans to sell its entire stake in Guoji Capital for 11.2505 million yuan [6] Group 4 - Sanyou Medical has signed a strategic cooperation and distribution agreement with CGBio of South Korea, obtaining exclusive distribution rights for a product used in spinal fusion and trauma repair [7] - Shengbang Security has received a government subsidy of 1.5 million yuan, accounting for 35.92% of the company's audited net profit for the most recent fiscal year [8] - Design Institute has won 17 projects with a total bid amount of approximately 278 million yuan [9] Group 5 - Xinyu Guokai has appointed Zhang Deyuan as the new deputy general manager [10] - Wanfu Bio has obtained a medical device registration certificate for a combined test kit for respiratory viruses [11] - Guomint Technology has received approval from the CSRC for its H-share issuance [12] Group 6 - Lianlong has been approved to issue up to 2 billion yuan in medium-term notes for technological innovation [14] - ST Zhongqing has announced the resignation of its deputy general manager due to personal reasons [16] - Weisheng Information has won contracts totaling 65.3271 million yuan for projects with the State Grid and Southern Grid [17] Group 7 - Yikang Pharmaceutical has received approval for clinical trials of its aerosol inhalation agent YKYY018 [18] - Suneng Co. has received approval from the CSRC for a public bond issuance of up to 2 billion yuan [20] - Yutong Bus reported an 8.62% year-on-year increase in sales for November, totaling 4,058 units [21] Group 8 - Furan De plans to reduce its shareholding by up to 3% through various trading methods [23] - Beiqi Blue Valley's subsidiary reported a 112.71% year-on-year increase in vehicle sales for November [24] - Yonggui Electric has won a logistics procurement project worth 17.8992 million yuan [25] Group 9 - Aihua Group plans to acquire 100% of Aihua New Power for 20.356 million yuan [26] - Chip Origin has announced plans for a combined reduction of up to 1.15% of its shares by four shareholders [27] - China Electric Environmental Protection has signed a contract worth 125.7 million yuan for a water treatment project [27] Group 10 - Meiyang Jixiang has reported uncertainty regarding the evaluation results of its mineral resource reserve application [28] - Tanshan plans to acquire 51% stakes in Beitelai and Shanghai Tongtu for a total of 6.78 billion yuan [29] - Northern International has received approval for a specific stock issuance from the CSRC [30] Group 11 - China Mobile has received approval for the transfer of state-owned shares to China National Petroleum Corporation [31] - Wolong New Energy plans to invest 804 million yuan in an independent energy storage demonstration project [33] - CATL plans to invest 500 million yuan in a private equity fund focusing on technology and healthcare sectors [34]

证券之星消息，12月2日环境治理板块较上一交易日下跌0.29%，中晟高科领跌。当日上证指数报收于 3897.71，下跌0.42%。深证成指报收于13056.7，下跌0.68%。环境治理板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301148 | 嘉戎技术 | 47.57 | 20.01% | 10.64万 | | 4.90亿 | | 300437 | 清水源 | 24.08 | 11.48% | 78.63万 | | 17.26亿 | | 301265 | 华新环保 | 12.91 | 6.78% | 22.02万 | | 2.85 乙 | | 002210 | 飞马国际 | 3.98 | 6.13% | 234.27万 | | 9.02亿 | | 688701 | 草锦股份 | 11.08 | 4.14% | 7.55万 | | 8266.47万 | | 603817 | 海峡环保 | 7.72 | 3.76% | 42.56万 | | 3.24亿 | ...

【导读】ST天瑞实际控制人正筹划公司控制权变更事项 中国基金报记者 卢鸰 连续四年亏损的ST天瑞又要"卖壳"了。 制作：小茉 不过，2024年5月下旬，ST天瑞公告，鉴于公司融资环境发生变化，决定终止公司控制权变更事项。 ST天瑞的主要业务是分析检测仪器、环境治理等。2021年—2024年，公司连续四年亏损，2022年— 2024年营收持续下滑。 11月28日，ST天瑞股价以4.64元/股报收，最新市值为22.99亿元。 校对：纪元 ST天瑞11月30日下午公告，公司当日收到控股股东、实际控制人、董事长刘召贵出具的《关于筹划公 司控制权变更事项的告知函》，获悉刘召贵正在筹划公司控制权变更相关事宜，目前各方尚未签署相关 协议，拟就具体交易方案、协议等相关事项进行论证和磋商，具体情况以各方签订的相关协议为准。 鉴于上述事项尚存在重大不确定性，根据《深圳证券交易所上市公司自律监管指引第6号——停复牌》 相关规定，经ST天瑞向深圳证券交易所申请，公司股票（股票简称：ST天瑞，股票代码：300165）自 2025年12月1日（星期一）开市起停牌，预计停牌时间不超过2个交易日。 2023年5月12日，ST天瑞控股股东、实 ...

山西还实施农用地分类管理，加强受污染农用地溯源整治，巩固提升安全利用成效。严格建设用地准入 管理，完成263个关闭搬迁企业遗留地块的土壤污染管控，严格土壤污染风险管控和修复名录管理，有 效保障重点建设用地的安全利用。 地下水污染防治方面，山西完成3183个地下水型饮用水水源和污染源地下水环境状况调查评估，推动25 个化工园区开展地下水污染专项整治，圆满完成国家地下水污染防治试验区建设任务，地下水污染逐步 得到管控。 山西已建立地下水型饮用水水源优先防控名单，完成地下水污染防治重点区和地下水型饮用水水源补给 区划定，地下水环境分区管理、分级防治取得初步成效。强化地下水监测点位达标管理，国控区域点位 Ⅰ—Ⅳ类水比例稳定在98%以上，地下水污染防治体系初步构建。 "全省农村生活污水治理率达到51.2%，较'十三五'提升了42.4个百分点。"11月27日，山西省召开"高质 量完成'十四五'规划"系列主题新闻发布会，山西省生态环境厅副厅长吴丽玲介绍了"十四五"以来山西省 生态环境保护工作成效。 "山西将农村黑臭水体治理纳入省政府民生实事强力攻坚，全省累计完成508个农村黑臭水体治理，消除 黑臭水体面积约190万平方米， ...

Company Announcement - Liu Na has resigned from her position as the securities affairs representative of Lude Technology due to personal reasons. After her resignation, she will no longer hold any position within the company, and her responsibilities have been successfully handed over. The resignation will not affect the normal operations of the company [1] Financial Performance - For the fiscal year 2024, Lude Technology's revenue composition is as follows: environmental governance accounts for 93.72% and other businesses account for 6.28% [1] Market Capitalization - As of the report, Lude Technology has a market capitalization of 1.7 billion yuan [1]

Core Points - The company has approved a loan of RMB 64.26 million to its subsidiary, Hebei Xiong'an Chuangxin Environmental Governance Co., Ltd, to repay interest-bearing debts and supplement operating funds [10][11][12] - The loan will have a term of one year with an interest rate of 4.55% per annum [10][11] - The decision was made during the 10th temporary meeting of the 9th Board of Directors held on November 27, 2025, with unanimous approval from all 11 directors present [2][12][16] Financial Assistance Overview - The financial assistance is aimed at supporting the subsidiary's business development and meeting its financial obligations [11][13] - The subsidiary has a debt ratio exceeding 70%, indicating a need for financial support [12] - The company holds a 51% stake in the subsidiary, allowing it to effectively manage risks associated with the financial assistance [10][13] Decision-Making Process - The board meeting was conducted in accordance with the Company Law and the company's articles of association [1] - The proposal for the loan will be submitted for approval at the upcoming shareholders' meeting [3][5] Loan Agreement Details - The loan agreement will specify the amount, term, interest rate, and intended use of funds [15] - In case of default, a penalty of 0.05% per day on the overdue amount will be applied [15] Risk Management - The company has established a robust governance structure to manage the subsidiary's operations and finances [14][16] - The financial assistance is deemed to be within a controllable risk range and will not adversely affect the company's normal operations [10][16]

Core Insights - The Shanghai Clearing House and Shanghai Environment and Energy Exchange held a seminar on the development of the Shanghai carbon market and forward carbon quota trading [1][2] - The Shanghai Municipal Ecology and Environment Bureau presented the "Action Plan for Comprehensive Deepening Reform of the Shanghai Carbon Market (2026-2030)", outlining the overall strategy, main goals, and key tasks for the next phase of market development [1] - The Shanghai Clearing House promoted the forward carbon quota central counterparty clearing business, emphasizing its business model, risk control measures, and service advantages to help market participants manage price volatility risks [1] Group 1 - The seminar included representatives from 76 institutions, including regulatory bodies, financial institutions, carbon asset management companies, and research institutions, with nearly a hundred experts in attendance [1] - The Shanghai Economic Information Center explained the core principles and methodologies of the carbon quota allocation scheme, enhancing market understanding of the allocation mechanism [1] - Financial institutions such as Guotai Junan Securities, Huatai Securities, and Dongfang Securities shared their experiences in participating in the Shanghai carbon market and forward trading [2] Group 2 - The forward carbon quota central counterparty clearing business has been operational since 2017, with a cumulative clearing amount of approximately 226 million yuan, serving as an important risk management tool [2] - The Shanghai Clearing House aims to continue optimizing clearing services and contribute to the construction of Shanghai as an international financial center and a hub for international green finance [2]

Market Overview - The environmental governance sector experienced a decline of 0.37% on November 26, with Tongyuan Environment leading the drop [1] - The Shanghai Composite Index closed at 3864.18, down 0.15%, while the Shenzhen Component Index closed at 12907.83, up 1.02% [1] Stock Performance - Notable gainers in the environmental governance sector included: - Yuhua Tian (300815) with a closing price of 23.19, up 4.22% on a trading volume of 149,600 shares and a transaction value of 346 million [1] - Fulongma (603686) closed at 27.23, up 3.14% with a trading volume of 873,700 shares and a transaction value of 2.354 billion [1] - Sandamembrane (688101) closed at 18.62, up 2.93% with a trading volume of 137,600 shares and a transaction value of 251 million [1] - Conversely, significant decliners included: - Tongyuan Environment (688679) closed at 22.60, down 8.94% with a trading volume of 75,100 shares and a transaction value of 176 million [2] - Beijiete (300774) closed at 19.30, down 8.49% with a trading volume of 456,200 shares and a transaction value of 888 million [2] - Zhongdian Environmental Protection (300172) closed at 5.65, down 6.30% with a trading volume of 658,700 shares and a transaction value of 380 million [2] Capital Flow - The environmental governance sector saw a net outflow of 466 million from institutional investors, while retail investors experienced a net inflow of 67 million [2] - Key stocks with significant capital flow included: - Fulongma had a net inflow of 103 million from institutional investors, representing 4.39% of its total [3] - Shengyuan Environmental Protection (300867) saw a net inflow of 59.83 million from institutional investors, accounting for 13.29% [3] - Yuhua Tian had a net inflow of 35.58 million from institutional investors, making up 10.28% [3]

Core Viewpoint - The company, Shunyu Co., Ltd. (301519.SZ), has been awarded a significant contract for the comprehensive management of the water environment in Changfeng County, with a total investment of approximately 1.022 billion yuan [1] Group 1: Project Details - The project is titled "Comprehensive Management of the Water Environment and Green Industry Enhancement in the Changfeng County Moat Area (Second Bid)" [1] - The total investment for the project is 1,022.59 million yuan, with engineering costs amounting to 807.44 million yuan [1] - The engineering costs are divided into two main components: 161.50 million yuan (20%) for water environment and surrounding environment management, and 645.93 million yuan (80%) for green industry enhancement [1] Group 2: Company Involvement - The company is part of a consortium that includes Hefei Minsheng Municipal Engineering Co., Ltd., China Railway Shanghai Engineering Bureau Group Co., Ltd., and Anhui Provincial Urban Construction Design and Research Institute Co., Ltd. [1] - The company's expected share of the project is approximately 409.04 million yuan, subject to final agreements in contracts [1]