11月27日，中山公用涨5.39%，截至发稿，报12.71元/股，成交6.07亿元，换手率3.88%，总市值187.49 亿元。 资料显示，中山公用事业集团股份有限公司位于广东省中山市兴中道18号财兴大厦北座，成立日期1992 年12月26日，上市日期1997年1月23日，公司主营业务涉及环保水务、固废处理、环卫服务、工程建 设、市场运营、港口客运、金融服务与股权投资等领域。主营业务收入构成为：供水及污水处理 37.07%，工程安装34.53%，环卫及垃圾发电18.79%，其他(补充)9.32%，新能源板块0.28%。 从中山公用十大流通股东角度 截至发稿，焦巍累计任职时间13年347天，现任基金资产总规模114.81亿元，任职期间最佳基金回报 103.34%， 任职期间最差基金回报-43.67%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，银华基金旗下1只基金位居中山公用十大流通股东。银华富裕主题混合A（180012）三季度 减持50 ...

Investment Rating - The investment rating for the environmental sector is "Positive" [2] Core Viewpoints - The new energy storage action plan has been implemented, with expectations for demand to improve significantly. By 2027, the new energy storage capacity is projected to exceed 180 million kilowatts, driving direct project investments of approximately 250 billion yuan [3][15][21]. - The new energy storage market is experiencing rapid growth, with installed capacity reaching 78.3 GW in 2024, a year-on-year increase of 126.9%. This marks the first time that the cumulative installed capacity of new energy storage has surpassed that of pumped storage [21][24]. - The shift from "policy-driven" to "market-driven" energy storage is underway, with the cancellation of mandatory storage requirements for new energy projects, which is expected to foster long-term market development [16][17]. Summary by Sections Market Performance - As of September 19, the environmental sector has underperformed the broader market, with a decline of 1.42% compared to a 1.30% drop in the Shanghai Composite Index [3][8]. Industry Dynamics - The Ministry of Transport released standards for hydrogen transportation, enhancing safety and promoting the development of the hydrogen transport sector [37]. - A significant milestone was achieved with the delivery of a solid-state hydrogen emergency power supply, marking progress in solid hydrogen storage technology [38]. Investment Recommendations - The report emphasizes the high growth potential in energy conservation, environmental protection, and resource recycling sectors. It recommends focusing on companies like Hanlan Environment, Xingrong Environment, and Hongcheng Environment, while also suggesting attention to companies such as Wangneng Environment and Junxin Co [55].

Group 1 - The core viewpoint of the article is that Zhongshan Public Utility (SZ 000685) has provided insights into its revenue composition during an investor meeting held on July 30, 2025 [2] - The revenue breakdown for Zhongshan Public Utility for the year 2024 is as follows: engineering revenue accounts for 52.97%, water services account for 25.32%, solid waste management accounts for 13.43%, auxiliary services account for 8.09%, and renewable energy accounts for 0.18% [2]