| 证券代码：603568 | 证券简称：伟明环保 | | 公告编号：临 | 2025-051 | | --- | --- | --- | --- | --- | | 转债代码：113652 | 转债简称：伟 22 | 转债 | | | | 转债代码：113683 | 转债简称：伟 24 转债 | | | | | 浙江省内 | 发电量（万度） | | 54,806.59 | 106,751.78 | | --- | --- | --- | --- | --- | | | 上网电量（万度） | | 44,494.76 | 87,157.68 | | 区域 | 项目 平均上网电价（元/度） | 2025 | 年第二季度 0.611 | 2025 年上半年累计 0.608 | 相关经营数据分区域统计如下： 浙江伟明环保股份有限公司 2025 年度第二季度主要经营数据公告 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《上海证券交易所上市公司自律监管指引第 3 号——行 业信息披露》，浙江伟明环保股份有限公司（以下 ...

伟明环保（603568）公告，公司2025年第二季度合计发电量11.35亿度，上网电量9.31亿度，平均上网电 价0.576元/度，垃圾入库量356.73万吨；2025年上半年累计发电量22.62亿度，同比增长7.54%，累计上 网电量18.63亿度，同比增长7.65%，平均上网电价0.569元/度，已结算电量14.97亿度，累计垃圾入库量 689.32万吨，同比增长8.71%。 ...

Core Viewpoint - The strategic adjustment of Zhongsheng High-Tech has made significant progress with the planned acquisition of 22.35% of its shares by Fuzhou Qianjing Investment, leading to a change in the controlling shareholder and actual controller, which is expected to create new opportunities for the company's future development [1][2][5] Group 1: Share Transfer and New Control - On July 22, Zhongsheng High-Tech announced that Fuzhou Qianjing Investment intends to acquire 22.35% of the company's shares from Tian Kai Hui Da, resulting in a change of controlling shareholder from Wu Zhong Jin Kong to Fuzhou Qianjing [1][2] - The new actual controllers, Mr. Weng Shengjin and Mrs. He Cong, have significant resources in the petrochemical industry, which can synergize with Zhongsheng High-Tech's existing environmental business [1][2][4] Group 2: Business Synergy and Future Growth - The synergy between the petrochemical business and the environmental business is expected to lower costs and enhance environmental benefits, while the environmental technology can support the green development of the petrochemical sector [1][4] - Zhongsheng High-Tech's focus on environmental and petroleum-related businesses aligns well with the strengths of the new controlling entity, which can provide substantial resources for business expansion and technological development [4][5] Group 3: Market Reaction and Future Outlook - Following the announcement, Zhongsheng High-Tech's stock price hit the daily limit, increasing by 9.98% to 21.05 yuan, with a total market capitalization of 2.626 billion yuan [1][5] - The transaction is seen as a milestone in the company's development, with expectations for stable operations during the transition period and a focus on core business areas [3][5]

近期，全国多地发生持续强降雨，一些地方还出现了洪涝灾害，在给广大人民群众带来重大生命财产损 失的同时，也给生态环境带来了影响。目前正值汛期，各地应高度重视防范极端天气条件下的环境污染 风险。 一方面，要从面上认真查找，做好防范和加固工作。比如，针对河流沿岸、山体周边、道路两侧、化工 园区等区域，要准确识别潜在的环境风险并及时整改。另一方面，要从点上精准查找，扎实开展防治工 作，并完善应急预案，做好应急准备。比如，聚焦重点化工企业、尾矿库、危险废物集中场所、煤矸石 与粉煤灰堆场、污水处理厂、规模化畜禽养殖场，以及集中式饮用水水源地等，要邀请有经验的专家集 中诊断生态环境风险，开出治理药方，压实各方责任，督促整改到位。 防范极端天气条件下的环境污染风险是件大事情，容不得有半点松懈，必须抓紧抓实抓好。陕西每年在 汛期来临之前和主汛期间，都要开展上下贯通、覆盖全面的生态环境风险隐患大排查行动。在此基础 上，省内各市还会根据本地区极端天气致害类型与自身环境风险特征，组织开展针对性更强的专项排查 整治。 例如，陕北地区针对油气生产、煤炭开采、大型化工企业，开展暴雨、强风状态下的环境风险排查。而 陕南地区则重点围绕暴雨和持 ...

Core Insights - As of July 22, the latest market financing balance reached 1,919.613 billion yuan, an increase of 15.048 billion yuan compared to the previous trading day [1] - Among the 23 primary industries under Shenwan, the electronic industry saw the largest increase in financing balance, rising by 2.381 billion yuan [1] - The industries with notable increases in financing balance also include pharmaceuticals, electric equipment, and machinery, with increases of 1.413 billion yuan, 1.359 billion yuan, and 1.126 billion yuan respectively [1] - Conversely, eight industries experienced a decrease in financing balance, with the computer, home appliance, and retail industries seeing the largest declines of 0.114 billion yuan, 0.095595 billion yuan, and 0.090656 billion yuan respectively [2] Industry Financing Balance Changes - The coal industry had the highest growth rate in financing balance, with a latest balance of 15.839 billion yuan, reflecting a 2.48% increase [1] - Other industries with significant increases include construction decoration, banking, and building materials, with growth rates of 2.25%, 1.70%, and 1.65% respectively [1] - The steel, retail, and home appliance industries reported the largest declines in financing balance, with latest balances of 14.479 billion yuan, 21.545 billion yuan, and 26.662 billion yuan, showing decreases of 0.48%, 0.42%, and 0.36% respectively [2]

Group 1 - In the first half of 2025, the Jiangsu Province Unicorn and Gazelle Enterprise Alliance had 5 member companies successfully listed, with over 10 companies entering the IPO review process and 2 companies successfully passing the review [1] - Notable listings include Yaojie Ankang (Nanjing) Technology Co., Ltd. and Jiangsu Zhengli New Energy Battery Technology Co., Ltd. on the Hong Kong Stock Exchange, and Nanjing Sikaiqi Automotive Technology Co., Ltd. on NASDAQ [1] - As of mid-2025, over 450 companies within the alliance have completed share reform, and approximately 100 companies have entered the listing guidance period, forming a significant reserve force in the capital market [1] Group 2 - The alliance's achievements are driven by a core strategy of "chain collaboration, AI empowerment, and international expansion," conducting various industrial collaboration meetings and training activities across the province [2] - During the "New Energy Industry Co-construction Special Session" held on March 31 in Changzhou, 7 out of 15 ecological partners reached cooperation intentions [2] - The alliance has deepened the integration mechanism of "patient capital + hard technology," signing a strategic cooperation agreement with Jiangsu Province's strategic emerging industry mother fund to provide long-term capital support for alliance enterprises [2] Group 3 - The alliance aims to enhance industrial collaboration and strengthen connections with the Yangtze River Delta region, focusing on the environmental protection industry and low-altitude economy [3] - A multi-level capital network will be constructed to match the equity needs of alliance enterprises with specialized sub-funds from the new strategic mother fund [3] - The alliance plans to upgrade its international service capabilities by integrating resources to create an "outbound toolbox" and optimizing the "Unicorn Cloud" digital platform for full-chain intelligent support for member enterprises [3]

Core Viewpoint - The insurance sector is actively engaging in stock purchases, particularly in the banking sector, driven by various market factors and supportive policies [1][2][3] Group 1: Insurance Investment Activity - China Post Insurance recently acquired 726,000 shares of Green Power Environmental H-shares, triggering a stake increase [1] - As of July 22, insurance companies have made 21 stake increases in 2023, surpassing the total for 2021-2023 and reaching a five-year high [1][2] - In July alone, insurance companies have made four stake increases involving four different insurers [2] Group 2: Sector Focus and Trends - The banking sector has been the most targeted for stake increases, with 12 out of 17 stocks involved being H-shares [2] - China Ping An has been particularly active, making seven stake increases in banking stocks this year, including multiple purchases of Postal Savings Bank and Agricultural Bank H-shares [2] - The trend of insurance companies increasing stakes is influenced by a combination of factors, including a favorable long-term outlook for equity markets and declining interest rates [2][3] Group 3: Strategic Implications - Insurance companies face rigid liability cost constraints, prompting a shift towards equity investments to enhance returns [3] - The implementation of new financial instruments and supportive policies for long-term capital market entry is expected to boost insurance companies' willingness to invest [3] - Increasing stock asset allocation aligns with the long-term value investment philosophy and helps match long-term liabilities, contributing to stable capital market development [3]

Group 1 - On July 21, a total of 13 companies were investigated by institutions, with 8 companies being surveyed by funds, highlighting a significant interest in Zhejiang Fu Holdings, which had 14 participating funds [1] - Other companies that attracted attention included Jieya Co., which had 9 funds participating, and Chutianlong, which had 6 funds involved in the survey [1] - Among the surveyed companies, 4 were from the Shenzhen main board and 4 from the ChiNext board, indicating a balanced interest across different market segments [2] Group 2 - The total market capitalization of the surveyed companies included 4 with a market cap of less than 10 billion yuan, specifically Jieya Co., Yuningwei, and Aidi Te [2] - In terms of market performance, 7 out of the surveyed stocks increased in value over the past 5 days, with North Chemical Co. leading at a rise of 32.77%, followed by Suzhou Tianmai at 23.93% and Zhejiang Fu Holdings at 11.48% [2] - Only one stock, Chutianlong, experienced a decline, with a drop of 6.85% [2] Group 3 - Among the surveyed companies, only 2 released half-year performance forecasts, with one company expecting an increase in net profit [2] - North Chemical Co. is projected to have the highest net profit growth, with an expected median net profit of 105 million yuan, representing a year-on-year increase of 201.48% [2]

Core Insights - The AI Fund Shangyin State-Owned Enterprise Dividend Mixed Initiation A (020186) reported a profit of 866,800 yuan for Q2 2025, with a weighted average profit per fund share of 0.0601 yuan [3] - The fund's net asset value (NAV) growth rate for the reporting period was 5.85%, and as of the end of Q2, the fund size was 16.8178 million yuan [3] - The fund focuses on equity mixed investments, particularly in cyclical stocks, and aims to create stable long-term returns for investors [3] Fund Performance - As of July 21, the unit NAV was 1.119 yuan, with the fund manager, Chen Bo, overseeing six funds that have all yielded positive returns over the past year [3] - The highest one-year cumulative growth rate among the funds managed is 37.55% for Shangyin Future Life Flexible Configuration Mixed A, while the lowest is 4.44% for Shangyin Huishang 6-Month Holding Period Mixed A [3] - The fund's performance over the last three months shows a cumulative growth rate of 7.49%, ranking 52 out of 82 comparable funds; over the last six months, the growth rate was 10.44%, ranking 38 out of 82; and over the last year, it was 10.78%, ranking 42 out of 77 [3] Risk and Return Metrics - As of June 27, the fund's Sharpe ratio since inception was 0.8025, indicating a favorable risk-adjusted return [7] - The maximum drawdown since inception was 8.58%, with the largest quarterly drawdown occurring in Q1 2025 at 4.41% [10] Investment Strategy - The fund has maintained an average stock position of 84.68% since inception, slightly below the industry average of 84.87% [14] - The fund reached its highest stock position of 91.1% by the end of 2024 and its lowest of 70.76% by mid-2024 [14] Top Holdings - As of the end of Q2 2025, the fund's top ten holdings included major companies such as Industrial and Commercial Bank of China, Agricultural Bank of China, Poly Property, China Pacific Insurance, and China Mobile [18]

7月21日沪指上涨0.72%，市场两融余额为19179.18亿元，较前一交易日增加155.82亿元。 证券时报·数据宝统计显示，截至7月21日，沪市两融余额9689.11亿元，较前一交易日增加75.49亿元； 深市两融余额9429.27亿元，较前一交易日增加78.76亿元；北交所两融余额60.81亿元，较前一交易日增 加1.58亿元；深沪北两融余额合计19179.18亿元，较前一交易日增加155.82亿元。 分行业看，申万所属行业中，融资余额增加的行业有25个，增加金额最多的行业是医药生物，融资余额 增加18.33亿元；其次是机械设备、电子行业，融资余额分别增加17.15亿元、16.39亿元。 具体到个股来看，融资余额出现增长的股票有2131只，占比57.44%，其中，529股融资余额增幅超过5% 。融资余额增幅最大的是菲利华，该股最新融资余额7.54亿元，较前一交易日增幅达105.62%；股价表 现上，该股当日上涨10.79%，表现强于沪指；融资余额增幅较多的还有恒立钻具、C华新，融资余额增 幅分别为92.92%、74.99%。 融资余额增幅前20只个股中，从市场表现来看，平均上涨6.54%，涨幅居前的有恒 ...