从基金十大重仓股角度 数据显示，交银施罗德基金旗下1只基金重仓飞马国际。交银中证环境治理指数(LOF)A（164908）二季 度持有股数114.96万股，占基金净值比例为2.09%，位居第三大重仓股。根据测算，今日浮亏损失约 24.14万元。 10月9日，飞马国际跌5.17%，截至发稿，报3.85元/股，成交8.14亿元，换手率7.77%，总市值102.46亿 元。 资料显示，深圳市飞马国际供应链股份有限公司位于广东省深圳市南山区粤海街道海珠社区文心五路11 号汇通大厦11B，成立日期1998年7月9日，上市日期2008年1月30日，公司主营业务涉及应链管理服务 和环保新能源业务。主营业务收入构成为：环保新能源行业81.71%，综合物流服务11.34%，PPP项目建 造服务6.47%，贸易执行服务0.47%。 截至发稿，邵文婷累计任职时间4年164天，现任基金资产总规模126.23亿元，任职期间最佳基金回报 52.75%， 任职期间最差基金回报-25.53%。 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） ...

汇添富中证环境治理指数(LOF)A（501030）基金经理为罗昊。 截至发稿，罗昊累计任职时间1年2天，现任基金资产总规模30.98亿元，任职期间最佳基金回报 73.47%， 任职期间最差基金回报-3.09%。 9月12日，飞马国际涨5.06%，截至发稿，报3.53元/股，成交4.58亿元，换手率5.00%，总市值93.94亿 元。 资料显示，深圳市飞马国际供应链股份有限公司位于广东省深圳市南山区粤海街道海珠社区文心五路11 号汇通大厦11B，成立日期1998年7月9日，上市日期2008年1月30日，公司主营业务涉及应链管理服务 和环保新能源业务。主营业务收入构成为：环保新能源行业81.71%，综合物流服务11.34%，PPP项目建 造服务6.47%，贸易执行服务0.47%。 从基金十大重仓股角度 数据显示，汇添富基金旗下1只基金重仓飞马国际。汇添富中证环境治理指数(LOF)A（501030）二季度 持有股数239.29万股，占基金净值比例为2.11%，位居第三大重仓股。根据测算，今日浮盈赚取约40.68 万元。 汇添富中证环境治理指数(LOF)A（501030）成立日期2016年12月29日，最新规模2.0 ...

Core Viewpoint - The stock of Feima International (002210) experienced an abnormal trading fluctuation, with a cumulative price deviation of 20% over three consecutive trading days, prompting the company to issue a notice regarding this situation [2] Group 1: Stock Trading and Market Response - Feima International's stock price closed at 3.84 yuan per share as of September 2, with a market capitalization of 10.2 billion yuan [2] - The company stated that there were no undisclosed significant events affecting the stock price and that its operational environment had not changed significantly [2] - The company is currently in discussions regarding a potential change in control, but no undisclosed major matters exist at this time [2] Group 2: Shareholder Changes and Investment Agreements - On June 23, Feima International received a notice from its indirect controlling shareholder, New Hope Investment Group, regarding an investment intention agreement with several parties, which may involve the transfer of 532 million shares (approximately 20% of total shares) [3] - The investment agreement is still in negotiation, and the final terms and pricing have not been established yet [4] - New Hope Investment Group, through its subsidiary, holds a significant stake in Feima International, having acquired approximately 29.9% of the company’s shares post-restructuring [4] Group 3: Financial Performance - In the first half of 2025, Feima International reported revenue of 109 million yuan, a year-on-year decrease of 6.46% [5] - The net profit attributable to shareholders was 2.61 million yuan, down 92.18% year-on-year, while the non-recurring net profit was 1.47 million yuan, a decline of 14.22% [5]

Group 1 - The core viewpoint of the news is that Feima International has seen a significant increase in its stock price, with a rise of 5.41% to 4.09 CNY per share, and a trading volume of 1.999 billion CNY, indicating strong market interest [1] - Feima International, established on July 9, 1998, and listed on January 30, 2008, is primarily engaged in supply chain management services and environmental new energy business, with 88.19% of its revenue coming from the environmental new energy sector and 11.81% from logistics supply chain services [1] - The company has a total market capitalization of 10.884 billion CNY [1] Group 2 - From the perspective of fund holdings, one fund under Huatai PineBridge has a significant position in Feima International, with 2.3929 million shares held, representing 2.11% of the fund's net value, making it the third-largest holding [2] - The Huatai PineBridge Environmental Governance Index (LOF) A fund has a total size of 208 million CNY and has achieved a year-to-date return of 17.23%, ranking 2815 out of 4222 in its category [2] - The fund manager, Luo Hao, has been in position for 357 days, with the best fund return during his tenure being 91.78% and the worst being 2.28% [2]

Company Overview - Feima International closed at 3.1 yuan, down 2.21%, with a rolling PE ratio of 384.38 times and a total market value of 8.25 billion yuan [1] - The company operates in the supply chain management and environmental new energy sectors, primarily focusing on waste-to-energy projects [1] Financial Performance - For Q1 2025, the company reported revenue of 54.66 million yuan, a year-on-year decrease of 12.13%, and a net loss of approximately 768,248 yuan, a year-on-year decline of 112.24% [1] - The sales gross margin stood at 29.66% [1] Shareholder Information - As of March 31, 2025, Feima International had 65,433 shareholders, a decrease of 21,962 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] Industry Comparison - The average PE ratio for the environmental industry is 58.87 times, with a median of 33.55 times, positioning Feima International at 115th place within the industry [1][2] - Other companies in the industry have significantly lower PE ratios, with the lowest being 7.71 times for Chengfa Environment [2]

Group 1 - The core point of the news is that a major shareholder of Feima International has pledged a total of 796 million shares, accounting for 29.9% of the total share capital, to two companies, New Hope Group and Hainan Baojingli Technology [1] - The details of the share pledge include 634.05 million shares (79.69% of the pledged shares) to New Hope Group, and 161.62 million shares (20.31% of the pledged shares) to Hainan Baojingli Technology, both starting from August 8, 2025 [1] - As of the announcement date, the major shareholder has pledged 100% of its total shareholding, indicating a significant financial maneuver [1] Group 2 - Feima International's Q1 2025 financial report shows a main revenue of 54.66 million yuan, a year-on-year decrease of 12.13% [3] - The company reported a net profit attributable to shareholders of -0.7682 million yuan, a year-on-year decline of 112.24%, and a non-recurring net profit of -0.8356 million yuan, down 113.88% year-on-year [3] - The company's debt ratio stands at 63.67%, with investment income of 0.3962 million yuan, financial expenses of 6.387 million yuan, and a gross profit margin of 29.66% [3]

Core Viewpoint - The article highlights the significant share pledge by shareholders of Feima International, indicating potential liquidity concerns while also showcasing the company's strong performance in the waste management sector and its recognition in environmental contributions [1][2]. Group 1: Shareholder Pledge - As of the last trading day on August 8, the pledge ratio of Feima International's shareholders stands at 29.9% of the total share capital, ranking 119th in the market [1]. - Shareholders have pledged a total of 796 million shares, with a total market value of 2.562 billion yuan [1]. Group 2: Company Overview - Feima International Supply Chain Co., Ltd. specializes in supply chain management services and environmental new energy, with its main product being waste-to-energy [1]. - The company has established a strong reputation in the solid waste disposal industry, particularly in northern China, and has received over 30 awards for its contributions to environmental protection [1]. Group 3: Stock Performance - Over the past year, Feima International's stock has increased by 110.46% [2].

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Feima International, which has a current PE ratio of 388.10, marking a new low in 804 days, with a total market value of 8.33 billion yuan [1][2] - Feima International operates in the supply chain management and environmental new energy sectors, primarily focusing on waste-to-energy projects, and has received over 30 awards for its contributions to environmental protection [1] - As of the first quarter of 2025, Feima International reported a revenue of 54.66 million yuan, a year-on-year decrease of 12.13%, and a net profit of -768,247.93 yuan, reflecting a significant decline of 112.24% [1] Group 2 - In comparison to the industry, Feima International's PE ratio is significantly higher than the average of 60.21 and the median of 34.06, ranking it 115th among its peers [1][2] - The company has three institutional investors holding a total of 3.57 million shares, with a combined market value of 1 million yuan [1] - The industry average PE ratio is 60.21, while the median is 34.06, indicating that Feima International is underperforming relative to its sector [2]

Core Viewpoint - The company, Feima International, has a high rolling price-to-earnings (PE) ratio of 367.03, significantly above the industry average of 57.11, indicating potential overvaluation in the market [1][2]. Company Summary - Feima International's stock closed at 2.96 yuan, with an increase of 3.86%, and a total market capitalization of 7.877 billion yuan [1]. - The company specializes in supply chain management services and environmental new energy, primarily focusing on waste-to-energy projects [1]. - As of the first quarter of 2025, three institutions held a total of 3.5706 million shares, valued at 0.10 million yuan [1]. Industry Summary - The average PE ratio for the environmental industry is 57.11, with a median of 31.93, positioning Feima International at the 115th rank within the sector [1][2]. - The latest performance report for the first quarter of 2025 shows a revenue of 54.6639 million yuan, a year-on-year decrease of 12.13%, and a net profit loss of approximately 768,248 yuan, reflecting a year-on-year decline of 112.24% [1]. - The company's gross profit margin stands at 29.66% [1].

Core Viewpoint - The company Feima International is facing significant financial challenges, with a high PE ratio compared to industry averages, indicating potential overvaluation in the context of declining revenues and profits [1][2]. Company Overview - Feima International's main business focuses on supply chain management services and environmental new energy, particularly in waste-to-energy projects [1]. - The company has established a strong reputation in the solid waste disposal sector, especially in northern China, receiving over 30 awards for its contributions to environmental protection [1]. Financial Performance - As of the first quarter of 2025, Feima International reported a revenue of 54.66 million yuan, a year-on-year decrease of 12.13% [1]. - The net profit for the same period was a loss of approximately 768,248 yuan, reflecting a significant decline of 112.24% year-on-year [1]. - The company's gross profit margin stood at 29.66% [1]. Market Position - The current PE ratio for Feima International is 368.26, which is substantially higher than the industry average of 56.27 and the median of 33.84 [2]. - The total market capitalization of Feima International is approximately 7.904 billion yuan [1][2]. - As of the latest report, three institutions hold shares in Feima International, with a total of 3.5706 million shares valued at 1 million yuan [1].