Group 1: Institutional Research Highlights - The top twenty companies with the most institutional research in the past 30 days include Ice Wheel Environment, Boshi Jie's, Jun Ding Da, Huichuan Technology, and Dazhu Laser[5] - In the last five days, the most researched companies include Hu Dian Co., Guilin Sanjin, Ice Wheel Environment, Mankalon, and Xingrong Environment[5] - Among the top twenty companies in the past 30 days, five had ten or more rating agencies, namely Ice Wheel Environment, Boshi Jie's, Jun Ding Da, Huichuan Technology, and Dazhu Laser[5] Group 2: Shareholder Increase and Buyback Situations - From June 30 to July 4, 2025, two companies announced significant shareholder increases, both having ten or more rating agencies: Renfu Pharmaceutical and Suzhou Bank[7] - From January 1 to July 4, 2025, 234 companies announced shareholder increases, with 64 having ten or more rating agencies[24] - In the same period, 288 companies announced buyback progress, with 78 having ten or more rating agencies, including Xiamen Xiangyu, Huafa Shares, Changhong Meiling, Pingmei Shares, and Mengbaihe[28] Group 3: Financial Metrics and Recommendations - The average expected buyback amount as a percentage of the market value on the announcement date exceeded 1% for companies like Xiamen Xiangyu (6.42%), Huafa Shares (3.21%), and Changhong Meiling (3.03%)[29] - For the year 2025, 1,573 companies announced buyback progress, with 345 having ten or more rating agencies, and 93 companies had a buyback amount exceeding 1% of their market value[30]

来源：金融界 联合资信评级报告认为，厦门市区位优势明显，产业基础良好，2024年厦门市经济水平和一般预算收入 保持增长，财政自给能力较强，人口持续净流入，公司外部发展环境良好。跟踪期内，厦门市政集团有 限公司（以下简称"公司"）控股股东由厦门市人民政府国有资产监督管理委员会（以下简称"厦门市国 资委"）变更为厦门国有资本运营有限责任公司，实际控制人仍为厦门市国资委。公司主要管理人员及 管理制度连续，管理运作正常。2024年10月，公司开展重大资产重组，重组后公司减少片区开发、安置 房销售及规划设计业务，导致公司资产及营收规模均大幅下降；但公司仍是厦门市重要的市政基础设施 建设和公用事业运营主体，未来将更加聚焦主业。2024年，公司营业总收入主要来自工程施工业务、水 务业务及垃圾焚烧发电业务，其中工程施工业务持续性强且政府代建项目建设资金均来源于厦门市财 政；供水业务在厦门市仍具有专营性，收入有所增长；垃圾焚烧发电业务在厦门市具备绝对领先优势， 收入规模有所提升。公司在建及拟建自营项目未来尚需投资规模大，存在一定的资金支出压力。财务方 面，公司资产以非流动资产为主，流动性一般；有息债务以长期债务为主，整体债务负 ...