工信部通过规范条件管理引导企业提升技术创新、质量管控和安全生产能力，旨在引导企业向绿色 化、数字化、智能化、高端化转型，推动行业高质量发展。2025年版名单包含416家企业，其中新申报 通过评审企业66家，复核通过企业350家，覆盖大气治理、污水治理、环境监测仪器、固废处理装备四 大细分领域。该名单替代了2024年版，由工信部经地方推荐、专家评审和公示程序后发布。 记者8月22日从省工信厅获悉，在工信部公示的《符合环保装备制造业规范条件企业名单（2025年 版）》中，江苏东方滤袋股份有限公司等17家新申报的江苏企业通过评审，包括大气治理领域企业5 家、污水治理领域企业10家、环境监测仪器领域2家，新增数量全国第一，占全国比重25.8%。江苏共 有90家企业进入《符合环保装备制造业规范条件企业名单（2025年版）》，数量居全国第一，占全国比 重21.6%。 ...

当天，来自全国专精特新企业考察团的52位企业家、20余位企业高管，以及多省市专精特新商协会 代表齐聚广西，共商合作。这些掌握关键核心技术、专注细分领域的创新企业，将深入对接广西产业资 源，共同开拓东盟市场。当前，广西正全力构建"北上广研发＋广西集成＋东盟应用"人工智能发展路 径，期待更多企业携独门技术参与其中，共同开拓AI产业蓝海，加快打造面向东盟的人工智能合作新 高地，让广西成为东盟国家与中国开展人工智能合作的"第一站"。此举受到全国专精特新企业的青 睐。"此次全国专精特新企业广西行活动，就是希望通过'广西渠道'精准对接东盟市场与西部资源，探 索'技术嫁接＋资源互补'模式，在发展企业的同时，构建以广西为出海口的抱团出海机制。"北京专精 特新企业商会一名负责人表示。 会场气氛热烈，合作需求务实多元。企业代表听取广西各设区市推介后，表达了进一步合作意愿。 有环保装备企业计划投资5亿—10亿元建设面向东盟的制造基地；有智慧医疗企业拟布局1500个基层站 点，投入超3亿元；有生态环保企业看好广西沿海港口资源，希望在此打造"液体出海"中转站……当天 下午还举办了绿色低碳经济产业生态、AI＋智能制造产业生态、新一代信息 ...

恒誉环保凭借其卓越的实力与优势，以及国内外众多成熟的工业连续化运行项目案例，赢得了客户的高 度认可与信赖，最终斩获该1.98亿元的英国大单。公司相关人士表示，客户考察并评估了由国际化工巨 头巴斯夫投资的采用恒誉生产线的废塑料项目以及在欧洲和国内的众多项目后，对比了国内外同行业企 业，综合评估了技术装备的先进性、成熟性和稳定性后，最终选择了恒誉环保，这一选择绝非偶然。 欧美市场是全球最高端的热裂解市场之一，而恒誉环保在欧洲拥有极具代表性的项目。公开资料显示， 2017年12月，公司同挪威Quantafuel公司签订4台/套废塑料热裂解生产线合同，用于丹麦废塑料热裂解 处理工厂项目，该项目得到巴斯夫的投资和高度认可。 ● 本报记者 张鹏飞 8月20日晚，恒誉环保发布关于签订日常经营重大合同的公告。公司近日与英国某客户签订了产品销售 合同，合同标的物为6万吨/年工业连续化废塑料热裂解生产线，合同总金额约为1.98亿元人民币。目 前，公司已收到客户第一笔款项。 恒誉环保表示，本合同的履行预计可能会对公司2025年-2026年业绩产生积极影响，将持续提升公司在 欧美市场废塑料热裂解技术输出与装备销售能力，进一步巩固公司 ...

Group 1 - The stock price of Fulongma as of August 14, 2025, is 17.92 yuan, down 2.18% from the previous trading day [1] - The opening price on the same day was 18.50 yuan, with an intraday high of 19.20 yuan and a low of 17.90 yuan, resulting in a volatility of 7.10% and a trading volume of 1.348 billion yuan [1] - Fulongma's main business includes the manufacturing of sanitation equipment, sanitation service operations, and waste classification, with products such as sanitation cleaning equipment and waste collection equipment, covering multiple provinces and cities across the country [1] Group 2 - On the morning of August 14, Fulongma's stock price experienced a rapid rebound, increasing over 2% within 5 minutes, reaching a price of 18.64 yuan at 9:48 AM, with a trading volume of 193 million yuan [1] - In terms of capital flow, on August 14, the net inflow of main funds was 68.811 million yuan, accounting for 0.92% of the circulating market value; over the past five days, the cumulative net outflow of main funds was 25.6364 million yuan, accounting for 0.34% of the circulating market value [1]

Core Viewpoint - The Ministry of Industry and Information Technology has announced the list of enterprises that meet the normative conditions for the environmental protection equipment manufacturing industry for 2025, totaling 416 companies, including 66 new applicants and 350 re-evaluated companies [2][4]. Group 1: New Applicants - Among the 66 new applicants that passed the evaluation, there are 21 companies in air pollution control, 28 in wastewater treatment, 8 in environmental monitoring instruments, and 9 in solid waste treatment devices [4]. Group 2: Re-evaluated Companies - The 350 re-evaluated companies include 70 in air pollution control, 165 in wastewater treatment, 56 in environmental monitoring instruments, and 59 in solid waste treatment devices [5]. Group 3: Environmental Monitoring Instrument Manufacturers - The new applicants for environmental monitoring instruments include companies such as Beijing Wanwei Yingchuang Technology Development Co., Ltd., Shanghai Anzhouyuan (Shanghai) Environmental Technology Co., Ltd., and others [6]. - The re-evaluated companies in this category include Beijing Xuedilong Technology Co., Ltd., Tianjin Tongyang Technology Development Co., Ltd., and several others [7].

Core Viewpoint - The company has completed the investment project "Guangdong Qingyan High-end Environmental Equipment R&D and Manufacturing Base" and plans to permanently supplement its working capital with the remaining funds from the fundraising [1][4][8]. Fundraising Basic Information - The company raised a total of RMB 516.21 million by issuing 27.01 million shares at a price of RMB 19.09 per share, with a net amount of RMB 443.49 million after deducting issuance costs [1][2]. Fundraising Usage - The raised funds were planned for investment in specific projects, including RMB 100 million for working capital and a total project investment of RMB 388 million [2][3]. Fundraising Management - As of June 30, 2025, the remaining balance of the raised funds was RMB 32.02 million, which includes interest and investment income after deducting bank fees [3][4]. Project Completion and Surplus Funds - The project has been completed and accepted, meeting the conditions for closure, with a surplus of RMB 70.19 million in raised funds after accounting for payments due [5][6]. Reasons for Surplus Funds - The surplus was primarily due to effective cost control and management during the project, as well as a slowdown in equipment procurement, which will now be funded by the company's own resources [6][7]. Plan for Surplus Funds - The company intends to use the surplus funds of RMB 70.19 million to permanently supplement its working capital, which will enhance the efficiency of fund usage [6][7]. Impact of Surplus Funds on the Company - The decision to use surplus funds for working capital is based on operational needs and is expected to improve fund efficiency without adversely affecting normal operations or shareholder interests [7][8]. Review Procedures and Opinions - The board of directors and the supervisory board have approved the closure of the project and the use of surplus funds, confirming compliance with relevant laws and regulations [7][8].

Core Viewpoint - The company has approved the conclusion of the "Guangdong Qingyan High-end Environmental Protection Equipment R&D and Manufacturing Base Project" and will permanently supplement the remaining raised funds into working capital, which aligns with the company's future operational development plans and benefits all shareholders [1][2]. Group 1: Supervisory Board Meeting - The second supervisory board's twelfth meeting was held on July 22, 2025, with all three supervisors present, and the meeting procedures complied with relevant laws and regulations [1]. - The supervisory board unanimously agreed to the proposal regarding the conclusion of the fundraising investment project and the permanent supplementation of remaining funds into working capital, with a vote of 3 in favor, 0 against, and 0 abstentions [2]. Group 2: Use of Surplus Funds - The supervisory board approved the use of part of the surplus funds for the construction of the "Southwest Shale Gas Drilling Wastewater Treatment Project (Phase I)," which is deemed a prudent decision in line with the company's development [2][3]. - This proposal also received unanimous approval with a vote of 3 in favor, 0 against, and 0 abstentions, and it will be submitted to the shareholders' meeting for review [2]. Group 3: Stock Incentive Plan - The supervisory board reviewed and approved the "2025 Restricted Stock Incentive Plan (Draft)" and its summary, which aims to establish a long-term incentive mechanism to attract and retain talent, benefiting the company's sustainable development [3][4]. - The plan's implementation will ensure a balanced value distribution system and create a mechanism for shared interests between shareholders and core talents [4]. - The proposal regarding the list of initial incentive objects was also approved, confirming that the incentive objects meet the qualifications set forth in relevant laws and regulations [4][5].

Core Viewpoint - The Chinese environmental equipment manufacturing industry has transitioned from a phase of catching up to leading in certain areas, supported by robust industry scale and advanced technology, as highlighted by the recent release of the "Opinions on Promoting High-Quality Development of the Environmental Equipment Manufacturing Industry" by various government departments [1][2]. Policy Empowerment: Opening New Spaces for Industry Development - Since 2011, the Ministry of Industry and Information Technology has issued several plans that have provided stable expectations for the industry, with the total output value of the environmental equipment industry projected to grow from 270 billion yuan in 2011 to 920 billion yuan by 2024, reflecting an average annual growth rate of 10% [2][4]. Strategic Needs and Opportunities - The release of the "Opinions" addresses the industry's current challenges, including the gap between traditional processes and green low-carbon requirements, and aims to enhance innovation capabilities and promote carbon reduction in traditional equipment [3][4]. Standard Reconstruction: User Evaluation System Leading Quality Supply - The "Opinions" encourage the establishment of a user evaluation-based recommendation list for excellent environmental equipment, addressing the structural contradiction of "low-end crowding and high-end deficiency" in the market [5][6]. International Expansion: Policy Support for Global Market Development - The "Opinions" provide systematic policy support for companies to expand internationally, encouraging the establishment of overseas R&D centers and participation in international standard-setting, with China's share of the global environmental industry value reaching 23.8% in 2022 [7][8]. Layout Optimization: Collaborative Development to Address Regional Imbalance - The "Opinions" offer a policy opportunity for optimizing the industrial layout, with a focus on leveraging regional advantages to develop environmental equipment manufacturing in less developed areas, as evidenced by emerging industrial bases in regions like Sichuan and Jiangxi [9][10].

Group 1 - The core viewpoint of the news is that Daya Capital has conducted research on a listed company, Fuje Environmental, which is facing challenges in its 2024 performance due to macroeconomic slowdown and industry downturn [1] - Fuje Environmental plans to improve its performance in 2025 through deepening its main business, market expansion, innovation, and enhancing core functions [1] - The company has invested significantly in R&D, with expenses reaching 33.896 million yuan in 2024, and has obtained a total of 108 intellectual property rights [1] Group 2 - Fuje Environmental is actively involved in hydrogen energy and green fuel sectors, initiating multiple collaborative projects, including a pilot application research project for hydrogen production and storage in urban sewage treatment plants [1] - The company is transitioning from a traditional environmental equipment manufacturer to a provider of energy-saving, low-carbon high-end equipment and comprehensive solutions, expanding its business scope to include carbon reduction technology and advanced clean energy technology [1] - Fuje Environmental is promoting its products internationally, targeting regions such as Southeast Asia, the Middle East, Africa, South America, and Europe, transitioning from "product export" to "brand export" [1]

Core Viewpoint - The company is focusing on high-quality development in the environmental equipment manufacturing industry, driven by policy support, technological innovation, and market demand, aiming to enhance its competitive advantage and expand its market presence by 2030 [2][4]. Industry Development - The environmental equipment manufacturing industry is expected to grow significantly, with a target to create a trillion-level industry by 2027, improving market share of advanced technology equipment and addressing supply chain weaknesses [2]. - By 2030, the industry aims to upgrade from traditional pollution control to green, low-carbon, and circular development [2]. Company Performance - The company reported a significant decline in revenue for Q1 2025, with a main revenue of 260 million yuan, down 58.44% year-on-year, and a net profit loss of approximately 10.44 million yuan, a decrease of 115.64% [12]. - The company is actively optimizing its business structure and focusing on core industrial sectors to improve resource allocation efficiency and enhance performance [4]. Market Position and Orders - The company achieved an industrial segment revenue of approximately 992.88 million yuan, accounting for 62.38% of total revenue, with a year-on-year increase of 29.15% [10]. - The company has a backlog of industrial equipment orders worth about 1.741 billion yuan, including 1.158 billion yuan from overseas clients, primarily in the paper industry [10][11]. Strategic Initiatives - The company plans to strengthen cooperation with key clients in industrial wastewater and clean production sectors, while also exploring new market opportunities and expanding into new areas such as hazardous waste and smart environmental protection equipment [6]. - Following the acquisition of control by Nanhua Group, the company expects to benefit from enhanced technical and market resources, which will improve its competitive position and profitability [8][9].