11月24日，舜禹股份涨5.04%，截至发稿，报14.38元/股，成交2931.00万元，换手率2.69%，总市值 23.61亿元。 资料显示，安徽舜禹水务股份有限公司位于安徽省合肥市长丰县双凤开发区淮南北路8号，成立日期 2011年9月8日，上市日期2023年7月27日，公司主营业务涉及主营业务包括二次供水和污水处理业务。 主营业务收入构成为：污水处理50.28%，二次供水48.99%，其他(补充)0.72%。 从舜禹股份十大流通股东角度 截至发稿，王颖累计任职时间8年284天，现任基金资产总规模49.04亿元，任职期间最佳基金回报 45.53%， 任职期间最差基金回报-8.42%。 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，中信保诚基金旗下1只基金位居舜禹股份十大流通股东。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64.42万股，占流通股的比例为0.83%。根据测算，今日 浮盈赚取约44.45万 ...

每经头条（nbdtoutiao）——段睿：我与蔡磊是 "找钥匙的人"，纵使生前寻不到，也要为其他渐冻症患 者铺就近路 （记者 曾健辉） 每经AI快讯，舜禹股份（SZ 301519，收盘价：15.3元）11月18日晚间发布公告称，基于公司战略规划 及未来经营发展的需要，公司拟使用自有资金2000万元人民币，在海南设立全资子公司"海南舜禹水务 智算低碳有限公司"；公司拟使用自有资金1100万港元，在香港设立全资子公司"舜禹水务（香港）智算 有限公司"。 2025年1至6月份，舜禹股份的营业收入构成为：污水处理占比50.28%，二次供水占比48.99%，其他业 务占比0.72%。 截至发稿，舜禹股份市值为25亿元。 ...

Core Viewpoint - Shunyu Co., Ltd. is a national high-tech enterprise in the water industry, focusing on secondary water supply and wastewater treatment, while also developing smart management platforms [1] Company Overview - The company specializes in urban smart water supply and drainage, as well as wastewater treatment [1] - Currently, Shunyu Co., Ltd. does not engage in liquid cooling-related businesses [1]

Core Viewpoint - Shunyu Co., Ltd. has experienced a decline in stock price recently, with a year-to-date increase of 7.88% and a significant drop in net profit for the first nine months of 2025 [1][2]. Company Overview - Shunyu Co., Ltd. is located in Hefei, Anhui Province, established on September 8, 2011, and listed on July 27, 2023. The company primarily engages in secondary water supply and wastewater treatment [1]. - The revenue composition of Shunyu Co. includes 50.28% from wastewater treatment, 48.99% from secondary water supply, and 0.72% from other sources [1]. Financial Performance - For the period from January to September 2025, Shunyu Co. reported an operating income of 431 million yuan, a year-on-year decrease of 2.52%. The net profit attributable to the parent company was -19.33 million yuan, reflecting a significant year-on-year decline of 242.09% [1]. - As of September 30, 2025, the company had a total market capitalization of 2.375 billion yuan, with a trading volume of 6.2223 million yuan and a turnover rate of 0.54% [1]. Shareholder Information - As of September 30, 2025, the number of shareholders for Shunyu Co. was 11,500, a decrease of 0.92% from the previous period. The average circulating shares per person increased by 0.91% to 6,799 shares [1]. - The company has distributed a total of 48.7446 million yuan in dividends since its A-share listing [2]. - Notable institutional shareholders include CITIC Prudential Multi-Strategy Mixed Fund and Jianxin Flexible Allocation Mixed Fund, both of which are new entrants among the top ten circulating shareholders [2].

Core Insights - Shunyu Co., Ltd. reported a decline in revenue and net profit for the first three quarters of 2025, with total revenue at 431 million yuan, down 2.52% year-on-year, and a net loss of 19.33 million yuan, a decrease of 242.09% compared to the previous year [1][2] Financial Performance - The basic earnings per share for the reporting period was -0.12 yuan, with a weighted average return on equity of -1.31% [2] - The company's gross margin for the first three quarters was 33.76%, an increase of 0.93 percentage points year-on-year, while the net margin was -3.90%, a decrease of 6.82 percentage points [2] - In Q3 2025, the gross margin improved to 39.04%, up 8.61 percentage points year-on-year and 5.90 percentage points quarter-on-quarter, while the net margin was -7.26%, down 1.99 percentage points year-on-year and 10.74 percentage points quarter-on-quarter [2] Expense Analysis - Total operating expenses for Q3 2025 were 139 million yuan, an increase of 9.75 million yuan year-on-year, with an expense ratio of 32.14%, up 3.01 percentage points from the previous year [2] - Sales expenses decreased by 1.27% year-on-year, while management expenses increased by 2.51%, R&D expenses decreased by 1.33%, and financial expenses rose by 52.10% [2] Shareholder Information - As of the end of Q3 2025, the total number of shareholders was 11,500, a decrease of 106 from the end of the previous half-year, representing a decline of 0.92% [2] - The average market value per shareholder increased from 194,800 yuan at the end of the previous half-year to 201,900 yuan, an increase of 3.64% [2] Company Overview - Anhui Shunyu Water Co., Ltd. is located in Hefei, Anhui Province, and was established on September 8, 2011, with its IPO on July 27, 2023 [3] - The company's main business includes secondary water supply and wastewater treatment, with revenue composition of 50.28% from wastewater treatment, 48.99% from secondary water supply, and 0.72% from other sources [3] - Shunyu Co. is classified under the environmental protection industry, specifically in water management and treatment [3]

Group 1 - Shunyu Co., Ltd. announced the convening of its fourth board meeting on September 29, 2025, to discuss the proposal for accounts receivable factoring business [1] - For the first half of 2025, Shunyu's revenue composition was as follows: wastewater treatment accounted for 50.28%, secondary water supply for 48.99%, and other businesses for 0.72% [1] - As of the report date, Shunyu's market capitalization was 2.3 billion yuan [1] Group 2 - The competition between Farmer and Yibao has intensified, with Farmer's green bottle launch leading to a nearly 5 percentage point drop in Yibao's market share [1]

Core Viewpoint - Shunyu Co., Ltd. has experienced a decline in stock price and trading volume, with significant changes in financing and shareholder structure, indicating potential challenges in its financial performance and market position [1][2]. Financing Summary - On September 23, Shunyu Co., Ltd. saw a financing buy-in of 3.69 million yuan, while financing repayment amounted to 4.30 million yuan, resulting in a net financing outflow of 619,400 yuan [1]. - The total financing and securities balance for Shunyu Co., Ltd. reached 42.05 million yuan, accounting for 4.03% of its market capitalization, which is below the 30th percentile level over the past year, indicating a low financing balance [1]. - The company had no shares sold short on September 23, with a short balance of 1,333 yuan, which is above the 50th percentile level over the past year, suggesting a relatively high short position [1]. Business Performance Summary - As of June 30, Shunyu Co., Ltd. reported a total revenue of 326 million yuan for the first half of 2025, reflecting a year-on-year growth of 6.36% [2]. - The company recorded a net profit attributable to shareholders of -10.53 million yuan, representing a year-on-year decrease of 151.25% [2]. - The main business revenue composition includes wastewater treatment at 50.28%, secondary water supply at 48.99%, and other services at 0.72% [1]. Shareholder Structure Summary - As of June 30, 2025, the number of shareholders for Shunyu Co., Ltd. was 11,600, a decrease of 2.01% from the previous period [2]. - The average number of circulating shares per shareholder increased by 2.04% to 6,737 shares [2]. - After its A-share listing, Shunyu Co., Ltd. has distributed a total of 48.74 million yuan in dividends [3].

Group 1 - The company Shunyu Co., Ltd. announced a share buyback program, having repurchased approximately 5.03 million shares, which accounts for 3.07% of its total share capital, with a total transaction amount of approximately 64.97 million RMB [2] - The highest transaction price during the buyback was 13.9 RMB per share, while the lowest was 11.86 RMB per share [2] Group 2 - For the fiscal year 2024, the company's revenue composition is as follows: 54.65% from secondary water supply, 44.42% from wastewater treatment, and 0.93% from other businesses [2]

Core Viewpoint - Shunyu Co., Ltd. is a national high-tech enterprise in the water industry, focusing on secondary water supply and wastewater treatment, while also developing smart management platforms [1] Group 1: Business Overview - The main business areas of the company include urban smart water supply and drainage, as well as wastewater treatment [1] - The company has established a subsidiary in Tibet, named Tibet Menyu Water Co., Ltd., which is currently operational and focuses on local secondary water supply and wastewater treatment [1] Group 2: Future Prospects - The subsidiary's business is steadily progressing, and with further expansion and deepening of operations, it is expected to positively contribute to the company's performance in the future [1]