郑州龙湖湿地公园里，晨跑爱好者王潇感受真切："这几年空气质量明显好转，我们都从健身房来到了 户外。" 清晨，新乡市牧野区环宇立交桥已是车流涌动，一旁路边的电子屏正实时跳动着过往重型柴油货车的污 染物数据。 该市生态环境综合行政执法支队移动源大队队长吴亚楠站在监测设备前，目光专注："这是我们最新投 用的机动车尾气遥感监测设备，0.7秒就能完成一辆车的排放检测。目前，这样的电子哨兵已覆盖全市7 个主要入市口。" 移动源污染，曾是环境监管的一大难点。为了守护群众身边的澄澈蓝天，今年以来，新乡市生态环境局 创新运用科技手段，依托重型柴油车OBD远程在线监控平台、遥感监测系统与企业环保门禁监控系 统，构建起"三位一体"的精准溯源治污模式。 在OBD远程在线监控平台上，重型柴油货车的污染物排放数值以绿、黄、红三色清晰标识。"绿色代表 合格，红色表示超标。"工作人员介绍，目前全市已有1.5万辆柴油货车安装了OBD系统，可实时监测其 污染物排放动态。 鹤壁市的转型之路同样引人注目。这座因煤而兴的城市，一度面临移动源污染的严峻挑战。PM2.5源解 析显示，在秋冬季，移动源对该市空气质量的影响最高达53%。 面对困局，当地筹集6 ...

证券日报网讯 11月21日晚间，碧兴物联发布公告称，因公司本次注销的募集资金专户仅剩少量前期结 存的利息收入和现金管理产生的收益余额，为了便于对募集资金专户进行管理，减少管理成本，公司对 上海浦东发展银行深圳分行宝安支行的募集资金账户（银行账号：79060078801000002575）进行了注销 处理，本次注销的募集资金专户用于超募资金存储，上述募集资金专户中结存的余额已转入公司在中国 光大银行深圳华强支行的募集资金账户（银行账号：78150188000239034）。截至本公告披露日，上述 账户注销手续已办理完成。 （编辑 姚尧） ...

"咱们企业的氮氧化物浓度相对较高，在这一块儿要注意……"在西安西电高压电瓷有限责任公司，空气 质量走航监测车对厂区进行巡回监测后，执法人员将发现的问题反馈给企业相关负责人，并叮嘱企业进 一步加强管理。 莲湖分局四级调研员张华介绍，莲湖分局通过一系列创新举措加强对企业的帮扶，实现监管与服务并 重。一方面，运用高技术装备等科技手段，从"硬件"上提升监管效能，实现精准监管；另一方面，加强 执法监测与帮扶相结合，建立企业环保信用评价体系，推动企业环保信息公开，在"软件"加大帮扶力 度，助力企业实现绿色发展。 据悉，莲湖区加强工地扬尘污染治理，通过"白加黑"强化执法检查，确保工地严格落实要求，各项污染 防治措施到位。对辖区工业企业做好帮扶，指导他们优化工艺路径，提升精细化管理水平，帮助企业实 现环保绩效升级。下一步，莲湖分局将加强日常巡查和执法监管，确保各项管控措施不折不扣地落实到 位，全力以赴打好2025年冬季大气污染综合治理攻坚战。 11月13日，陕西省西安市生态环境局莲湖分局安排部署冬季大气污染综合治理攻坚行动，执法人员驾驶 着空气质量走航监测车犹如"移动哨兵"，在辖区重点区域进行巡回监测开展帮扶，确保大气污染治 ...

为高效支撑十五运会和残特奥会空气质量精准预报预警，广东省深圳生态环境监测中心站于近日正式上 线AI预报员"阿蓝"。作为基于大语言模型和数字人智能语音播报技术的空气质量预报智能体，"阿蓝"深 度融合多源空气质量监测数据及多模式预报数据，为大气污染应急会商提供智能化支撑，标志着深圳市 空气质量预测预报迈入"AI+"时代。据介绍，"阿蓝"以大语言模型为核心引擎，通过数字人智能语音交 互，实现了空气质量数据的多源采集、智能分析、自动播报及报告生成。该智能体融合了深圳及周边地 市空气质量监测网络的海量数据，构建起全方位的空气质量分析体系。 ...

Core Viewpoint - Guangzhou has successfully improved air quality for the 15th National Games, showcasing significant achievements in air pollution control and environmental management [1][3]. Group 1: Air Quality Monitoring and Achievements - On November 9, the air quality in Guangzhou was rated as excellent, with a daily average PM2.5 concentration of 15 micrograms per cubic meter, dropping to 8 micrograms per cubic meter during the opening ceremony [1]. - The "All Games Blue" initiative reflects Guangzhou's commitment to long-term air quality improvement, marking a successful start for the air quality assurance efforts for the 15th National Games [3]. Group 2: Strategic Planning and Implementation - The Guangzhou municipal government has prioritized air quality management as a key opportunity to elevate the city's environmental standards, with comprehensive planning and deployment ahead of the event [3]. - A detailed air quality assurance plan was developed, outlining seven major actions before the event and five supporting measures during the event, integrating these tasks with the city's broader air pollution control efforts [3]. Group 3: Technological Integration and Monitoring - Guangzhou has implemented advanced technologies for precise pollution control, including hyperspectral remote sensing and online monitoring of volatile organic compounds (VOCs), creating a comprehensive monitoring network [4]. - The city has established 20 national control points, 13 provincial control points, and 84 local monitoring stations, along with mobile monitoring stations to ensure thorough coverage around event venues [4][5]. Group 4: Regional Collaboration - A regional collaborative mechanism has been established involving the Guangdong Provincial Environmental Protection Department and cities in the Pearl River Delta, including Hong Kong and Macau, to enhance air quality management [5]. - The collaboration includes real-time information sharing and coordinated responses to air quality issues, fostering a unified approach to environmental protection [5].

为切实帮助企业打消顾虑，高效推进重点排污单位自动监控安装工作，笔者提出以下建议。 建立风险提示以及监督帮扶工作机制。各地在启动下一年度重点排污单位筛选工作前，可针对拟新纳入 重点排污单位名录的企业提前发放"重点监管风险提示函"，讲清楚将其新列入的原因，听取企业意见、 争得企业理解。正式列入名录后，要及时通知企业并做好监督帮扶工作，一方面，要向企业普及自动监 测设备安装方面的法律法规，让企业明白设备安装势在必行。另一方面，在企业设备选型、安装方面提 供业务指导、技术帮扶，同时告知企业安装自动监测设备给企业带来的优惠政策，如优先将主动安装自 动监测设备并联网的企业纳入生态环境监督执法正面清单等，以提升企业安装自动监测设备的积极性。 针对新列入本年度重点排污单位名录的企业，各地还可探索"分步式安装"制度。根据相关技术要求，企 业安装的自动监测设备可能包含多种仪器、需要测试多种污染因子。各地可根据企业的实际经营情况， 按"基础达标先行、全面完善跟进、优化提升收尾"的方式，分步推进企业的自动监测设备安装工作。这 样既守住了法律法规的底线，又能为企业合理分摊安装成本，实现工作推进与成本可控的平衡。 针对退出重点排污单位名 ...

Core Insights - The environmental industry is being reshaped by three driving forces: "debt resolution," "marketization," and "green dual carbon" initiatives [1] Group 1: Investment Opportunities - Environmental investment is focusing on three main lines: systematic green transformation driven by dual carbon goals, marketization reforms in resource pricing, and debt resolution policies improving financial health of environmental companies [1] - The non-electric utilization of renewable energy, particularly hydrogen and ammonia, is becoming a significant avenue for green electricity consumption, with European regulations boosting demand for sustainable aviation fuel [2] - The dual drivers of "soil remediation" and "capacity replacement" are creating new opportunities in environmental monitoring and soil restoration sectors [3] Group 2: Asset Valuation and Market Trends - Water and waste incineration operational assets are expected to experience a "Davis double hit" due to increasing environmental quality demands and improved cash flows from debt resolution policies [4] - The market for solid waste management and wastewater treatment is anticipated to grow, with a focus on companies that can provide comprehensive solutions and have stable cash flows [5]

Investment Rating - The report maintains a "Buy" rating for key companies in the environmental sector, including High Energy Environment, Huicheng Environmental, and Hongcheng Environment [5][36]. Core Insights - The environmental remediation sector is expected to benefit significantly from new policies aimed at promoting green transformation and enhancing land value through soil remediation and capacity replacement [1][19]. - The Ministry of Industry and Information Technology has introduced new regulations for capacity replacement in the steel industry, which will directly benefit sub-sectors such as industrial solid waste treatment and environmental monitoring [1][19]. - The report highlights the strong performance of the environmental sector, which has outperformed the broader market indices, indicating a potential for continued growth [39]. Summary by Sections Investment Views - The Ministry of Ecology and Environment has issued a notice to standardize the "environmental remediation + development" model, which aims to enhance the technical threshold and project scale in the environmental remediation industry [10][18]. - The new steel industry capacity replacement regulations emphasize strict replacement ratios and comprehensive supervision, which are expected to drive quality improvements and green transformation in the industry [19][35]. - The current macroeconomic environment, characterized by historically low interest rates, favors investments in high-dividend and growth-oriented assets, particularly in the environmental sector [2][36]. Market Performance - The environmental sector has shown strong performance, with a weekly increase of 1.16%, outperforming both the Shanghai Composite Index and the ChiNext Index [39]. - Key sub-sectors within the environmental industry, such as air quality and solid waste management, have also demonstrated positive growth, with notable individual stock performances [39]. Industry News - Recent legislative changes, including amendments to the Environmental Protection Tax and new energy-saving regulations in Guangdong, are expected to further support the environmental sector's growth [47][48]. - The introduction of "Industrial Green Effect Loans" in Chongqing aims to facilitate the green transformation of the manufacturing sector, indicating a broader trend towards sustainable financing [48].

Core Insights - The company reported a revenue of 185 million yuan for the first three quarters of 2025, representing a year-on-year growth of 13.11% [1] - The net profit attributable to shareholders was a loss of 40.32 million yuan, compared to a loss of 11.35 million yuan in the same period last year [1] - The company experienced a significant decline in cash flow from operating activities, with a net cash flow of -47.04 million yuan, down from 163 million yuan in the previous year [1] Financial Performance - In Q3, the company achieved a revenue of 73.62 million yuan, with a net profit loss of 16.40 million yuan and a non-recurring net profit loss of 19.29 million yuan [1] - The increase in credit impairment losses was 7.51 million yuan compared to the same period last year, and asset impairment losses increased by 0.97 million yuan [1] Operational Challenges - The decrease in high-margin orders and the return of equipment from the Shenzhen Water Environment Automatic Monitoring Station construction EPC project reduced net profit by 6.64 million yuan [1] - The company has increased its R&D and marketing expenditures, leading to a rise in R&D costs by 6.06 million yuan and sales expenses by 3.12 million yuan [1]

融券方面，碧兴物联10月30日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 10月30日，碧兴物联（维权）跌1.80%，成交额2024.49万元。两融数据显示，当日碧兴物联获融资买入 额61.60万元，融资偿还227.99万元，融资净买入-166.39万元。截至10月30日，碧兴物联融资融券余额 合计1872.38万元。 融资方面，碧兴物联当日融资买入61.60万元。当前融资余额1872.38万元，占流通市值的1.78%，融资 余额低于近一年10%分位水平，处于低位。 截至9月30日，碧兴物联股东户数4182.00，较上期增加5.87%；人均流通股11202股，较上期减少 3.53%。2025年1月-9月，碧兴物联实现营业收入1.85亿元，同比增长13.11%；归母净利润-4031.59万 元，同比减少255.27%。 分红方面，碧兴物联A股上市后累计派现706.67万元。 责任编辑：小浪快报 资料显示，碧兴物联科技(深圳)股份有限公司位于广东省深圳市宝安区西乡街道龙腾社区汇智研发中心 C座15-1 ...