11月27日，清水源涨5.16%，截至发稿，报19.97元/股，成交8.87亿元，换手率26.20%，总市值50.41亿 元。 数据显示，中信保诚基金旗下1只基金位居清水源十大流通股东。中信保诚多策略混合(LOF)A （165531）三季度新进十大流通股东，持有股数103.69万股，占流通股的比例为0.59%。根据测算，今 日浮盈赚取约101.62万元。 中信保诚多策略混合(LOF)A（165531）成立日期2017年6月16日，最新规模11.33亿。今年以来收益 43.8%，同类排名1081/8130；近一年收益41.82%，同类排名1343/8054；成立以来收益143.49%。 资料显示，河南清水源科技股份有限公司位于河南省济源市虎岭高新区科工路与文博路交叉口西100 米，成立日期1995年6月8日，上市日期2015年4月23日，公司主营业务涉及水处理剂及衍生品生产、研 发、销售;市政与工业水处理服务及环保工程建设施工服务。主营业务收入构成为：水处理剂及衍生产 品84.19%，运营服务14.30%，其他(补充)1.51%。 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 ...

11月25日，清水源涨5.34%，截至发稿，报16.38元/股，成交3.58亿元，换手率13.03%，总市值41.35亿 元。 截至发稿，缪玮彬累计任职时间8年347天，现任基金资产总规模14.32亿元，任职期间最佳基金回报 556.33%， 任职期间最差基金回报-28.79%。 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，金元顺安基金旗下1只基金位居清水源十大流通股东。金元顺安元启灵活配置混合 （004685）三季度新进十大流通股东，持有股数149.83万股，占流通股的比例为0.85%。根据测算，今 日浮盈赚取约124.36万元。 金元顺安元启灵活配置混合（004685）成立日期2017年11月14日，最新规模14.32亿。今年以来收益 42.05%，同类排名928/8136；近一年收益47.06%，同类排名698/8058；成立以来收益563.38%。 金元顺安元启灵活配置混合（004685）基金经理为缪玮彬。 资料显示，河南清水源科 ...

本次交易完成后，倍杰特新材料将持有大豪矿业55%股权，大豪矿业纳入倍杰特合并报表范围。 江商报奔腾新闻记者 徐佳 水处理领域上市公司倍杰特（300774.SZ）将借收购向产业链上游延伸。 11月19日晚间，倍杰特披露对外收购计划。公司全资子公司倍杰特（北京）新材料科技有限公司（以下 简称"倍杰特新材料"）拟以自有资金或自筹资金2.248亿元收购文山州大豪矿业开发有限公司（以下简 称"大豪矿业"）55%股权。 二级市场上，披露收购方案之后，11月20日倍杰特股价涨停，报收20.8元/股，涨幅20.02%，年内累计 已上涨141.3%。 长江商报奔腾新闻记者注意到，此次收购是倍杰特向上游产业链延伸的重要举措。大豪矿业主营业务为 矿产资源勘探与开发，登记持有且尚在有效期的矿业权有9宗，其中包括2宗采矿权及7宗探矿权，主要 矿种为锑矿、钨矿以及铅锌矿等。 不过，由于其所属矿山尚未完成建设开发，大豪矿业尚未开始经营，目前也尚未盈利。 数据显示，2024年和2025年前七月，大豪矿业均无营业收入，净利润分别为-1651.85万元、-1285.56万 元。 截至2025年7月末，大豪矿业资产总额1.55亿元，净资产-323 ...

Group 1 - The core viewpoint of the news is that Qingshuiyuan's stock price increased by 5.65% to 19.44 CNY per share, with a trading volume of 443 million CNY and a turnover rate of 13.74%, resulting in a total market capitalization of 4.907 billion CNY [1] - Qingshuiyuan Technology Co., Ltd. is located in Jiyuan City, Henan Province, and was established on June 8, 1995, with its listing date on April 23, 2015. The company's main business involves the production, research and development, and sales of water treatment agents and derivatives, as well as municipal and industrial water treatment services and environmental engineering construction services [1] - The revenue composition of Qingshuiyuan's main business includes 84.19% from water treatment agents and derivatives, 14.30% from operational services, and 1.51% from other supplementary sources [1] Group 2 - From the perspective of Qingshuiyuan's top ten circulating shareholders, a fund under CITIC Prudential, specifically the CITIC Prudential Multi-Strategy Mixed (LOF) A (165531), entered the top ten circulating shareholders in the third quarter, holding 1.0369 million shares, which accounts for 0.59% of the circulating shares. The estimated floating profit today is approximately 1.0784 million CNY [2] - The CITIC Prudential Multi-Strategy Mixed (LOF) A (165531) was established on June 16, 2017, with a latest scale of 1.133 billion CNY. Year-to-date returns are 46.17%, ranking 956 out of 8136 in its category; the one-year return is 44.63%, ranking 835 out of 8056; and since inception, the return is 147.52% [2]

Group 1 - The core viewpoint of the news is that Qingshuiyuan's stock performance and financial metrics indicate a mixed outlook, with significant changes in shareholder structure and financial results [1][2][3] Group 2 - As of November 20, Qingshuiyuan's stock price remained unchanged at 0.00%, with a trading volume of 1.033 billion yuan and a net financing purchase of 2.1294 million yuan [1] - The company's financing balance reached 124 million yuan, accounting for 2.72% of its market capitalization, indicating a high level compared to the past year [1] - Qingshuiyuan's main business revenue composition includes 84.19% from water treatment agents and derivatives, 14.30% from operational services, and 1.51% from other sources [1] Group 3 - As of November 10, the number of Qingshuiyuan shareholders increased by 72.76% to 38,300, while the average circulating shares per person decreased by 42.12% to 4,588 shares [2] - For the period from January to September 2025, Qingshuiyuan reported a revenue of 628 million yuan, a year-on-year decrease of 24.82%, and a net profit attributable to shareholders of -36.401 million yuan, an increase of 33.66% year-on-year [2] Group 4 - Since its A-share listing, Qingshuiyuan has distributed a total of 152 million yuan in dividends, with no dividends paid in the last three years [3] - As of September 30, 2025, new institutional shareholders include Jinyuan Shun'an Yuanqi Flexible Allocation Mixed Fund, holding 1.4983 million shares, and CITIC Prudential Multi-Strategy Mixed Fund A, holding 1.0369 million shares [3]

出品：新浪财经上市公司研究院 文/夏虫工作室 核心观点：上海洗霸自2022年切入固态业务后，其股价遭爆炒，固态电池业务成色到底高不高？一方面，公司尽管固态业务布局超过三年，但目前收入规模仍小，对公司业绩不构成重大影响； 固态概念牛股上海洗霸近期因高管短线交易被立案调查引发市场关注。 上海洗霸自搭上固态概念后，公司股价暴涨，仅今年公司股价涨幅超2倍。然而，近期公司呈现出下降趋势，截止11月18日，公司股价为78.9元/股，公司股价自高点回撤近30%。 公司股价暴涨后，实控人开始减持，高管违规短线交易，这背后究竟有何故事？上海洗霸的固态含金量究竟如何？ 花小钱办大事？固态概念引爆股价 上海洗霸成立于1994年，其主营业务为提供水处理特种化学品、过程化学品与新能源领域先进材料，数据中心空液冷系统装备、全自动智能控制在线加药保障系统整体解决方案服务的供应商。 然而，公司近年营收增势疲软，且呈现出萎缩态势。近年，公司营收持续下滑，23年至25年前三季度，公司营收增速分别下滑10.5%、5.8%、5.52%。今年三季报，公司净利润超1亿元，同比 然而，公司股价似乎与基本面背离。公司自2022年6月，股价涨幅超4倍，其中仅 ...

Core Insights - Shanghai consumer companies are leveraging innovation, quality, branding, and international expansion to drive growth and contribute to the city's goal of becoming an international consumption center [12][14]. Group 1: Innovation - Innovation is identified as the key to overcoming growth bottlenecks, with companies like Miaokelan Duo creating a diverse product matrix that appeals to all age groups, achieving a 38% market share in cheese [12][13]. - Long-established brands like Laofengxiang are successfully merging traditional craftsmanship with modern trends, utilizing collaborations with popular IPs to attract younger consumers [12][18]. Group 2: Quality - Quality is emphasized as the foundation of brand strength, with Longtou Co.'s "Fire Cotton" series achieving the highest market share in its category for 28 consecutive years [13]. - Kaien Health holds numerous patents and has received international recognition for its core products, reinforcing its position in the health and wellness sector [13]. Group 3: Branding - Branding is seen as a core asset for long-term development, with companies like Miaokelan Duo and Laofengxiang evolving their brand identities to resonate with modern consumers [13][14]. - Laofengxiang is expanding into the luxury market through strategic partnerships and product diversification, aiming to enhance its brand presence [16][21]. Group 4: International Expansion - Companies are increasingly looking to international markets for growth, with Longtou Co. and Kaien Health actively pursuing overseas opportunities [14][21]. - Laofengxiang is accelerating its global store openings and collaborations to promote Chinese aesthetics internationally [14][21]. Group 5: Financial Performance - Laofengxiang has maintained annual sales exceeding 50 billion yuan, with a target to surpass 100 billion yuan during the 14th Five-Year Plan [20][21]. - Miaokelan Duo reported a revenue of 3.957 billion yuan in the first three quarters of 2025, reflecting a 10.09% year-on-year growth [32].

Group 1 - A new company named Jiangshan Wanli Yang Water Treatment Technology Co., Ltd. has been established with a registered capital of 13 million yuan [1] - The legal representative of the company is Wang Feng, and its business scope includes wastewater treatment and its recycling, smart water system development, environmental protection monitoring, and municipal facility management [1] - The company is jointly owned by Wanli Yang's wholly-owned subsidiary Zhejiang Wanli Yang New Materials Co., Ltd. and Jiangshan Economic Development Zone Development Investment Co., Ltd. [1]

Group 1 - The company, Taihe Technology, announced the convening of its fourth board meeting on November 17, 2025, to discuss the revision of the senior management compensation management system [1] - For the year 2024, the revenue composition of Taihe Technology is as follows: water treatment industry accounts for 86.17%, chlor-alkali industry accounts for 13.42%, and others account for 0.41% [1] - As of the report date, Taihe Technology has a market capitalization of 8.3 billion yuan [1]

Group 1 - The company Zhonghuan Environmental Protection (SZ 300692) held its 11th meeting of the 4th board of directors on November 17, 2025, to review the proposal for amending the company's articles of association [1] - For the year 2024, the revenue composition of Zhonghuan Environmental Protection is as follows: water treatment industry accounts for 50.27%, environmental comprehensive governance business accounts for 30.75%, engineering construction industry accounts for 18.93%, and other businesses account for 0.05% [1] - As of the report date, the market capitalization of Zhonghuan Environmental Protection is 4 billion yuan [1]