截至9月30日，浙富控股股东户数13.46万，较上期增加3.45%；人均流通股36389股，较上期减少 3.34%。2025年1月-9月，浙富控股实现营业收入161.55亿元，同比增长5.88%；归母净利润7.39亿元，同 比减少4.76%。 资金流向方面，主力资金净流出2027.62万元，特大单买入477.49万元，占比2.39%，卖出1598.66万元， 占比8.00%；大单买入3007.75万元，占比15.06%，卖出3914.19万元，占比19.60%。 浙富控股今年以来股价涨50.44%，近5个交易日跌1.70%，近20日涨5.24%，近60日涨28.33%。 今年以来浙富控股已经4次登上龙虎榜，最近一次登上龙虎榜为7月25日，当日龙虎榜净买入-1.12亿 元；买入总计2.66亿元 ，占总成交额比9.42%；卖出总计3.78亿元 ，占总成交额比13.40%。 资料显示，浙富控股集团股份有限公司位于浙江省杭州市余杭区绿汀路21号浙富控股大厦，成立日期 2004年3月26日，上市日期2008年8月6日，公司主营业务涉及清洁能源装备的研发及制造,危险废物无害 化处理及再生资源回收利用。主营业务收入构成为： ...

11月12日，浙富控股跌5.07%，截至发稿，报4.49元/股，成交6.40亿元，换手率2.84%，总市值234.35亿 元。 资料显示，浙富控股集团股份有限公司位于浙江省杭州市余杭区绿汀路21号浙富控股大厦，成立日期 2004年3月26日，上市日期2008年8月6日，公司主营业务涉及清洁能源装备的研发及制造,危险废物无害 化处理及再生资源回收利用。主营业务收入构成为：危险废物处置及资源化产品93.96%，清洁能源设 备5.78%，其他0.22%，石油采掘0.05%。 从浙富控股十大流通股东角度 南方中证500ETF（510500）基金经理为罗文杰。 截至发稿，罗文杰累计任职时间12年208天，现任基金资产总规模1704.45亿元，任职期间最佳基金回报 151.94%， 任职期间最差基金回报-47.6%。 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，南方基金旗下1只基金位居浙富控股十大流通股东。南方中证500ETF（510500）三季度减 ...

Group 1 - Zhejiang Fu Holding Co., Ltd. experienced a decline of 5.05% on October 14, with a stock price of 4.51 yuan per share and a trading volume of 1.405 billion yuan, resulting in a total market capitalization of 23.539 billion yuan [1] - The company, established on March 26, 2004, and listed on August 6, 2008, focuses on the research and manufacturing of clean energy equipment, hazardous waste harmless treatment, and recycling of renewable resources [1] - The revenue composition of the company is as follows: hazardous waste disposal and resource products account for 93.96%, clean energy equipment 5.78%, other 0.22%, and oil extraction 0.05% [1] Group 2 - Southern Fund's Southern CSI 500 ETF (510500) is among the top ten circulating shareholders of Zhejiang Fu Holding, having increased its holdings by 5.3288 million shares in the second quarter, totaling 38.6755 million shares, which represents 0.79% of the circulating shares [2] - The estimated floating loss for the ETF today is approximately 9.2821 million yuan [2] - The Southern CSI 500 ETF was established on February 6, 2013, with a current scale of 113.438 billion yuan, yielding a return of 30.65% year-to-date, ranking 1692 out of 4220 in its category [2]

Investment Rating - The report maintains a "Buy" rating for the company with a target price of RMB 4.50 [5][4]. Core Insights - The company achieved a revenue of RMB 106.42 billion in H1 2025, representing a year-over-year increase of 3.22%, and a net profit of RMB 5.66 billion, up 16.80% year-over-year, driven primarily by strong performance in the clean energy equipment segment [1][4]. - The clean energy equipment business saw a revenue increase of 37.11% year-over-year in H1 2025, contributing significantly to the overall profitability of the company [2]. - The hazardous waste treatment and resource recovery segment remains a leader in the industry, although it experienced a slight decline in gross margin due to industry pressures [3]. Summary by Sections Financial Performance - In Q2 2025, the company reported revenue of RMB 57.05 billion, a decrease of 2.59% year-over-year but an increase of 15.55% quarter-over-quarter, with a net profit of RMB 2.95 billion, reflecting a year-over-year increase of 69.87% [1]. - The clean energy equipment segment's revenue for H1 2025 was RMB 6.15 billion, accounting for 6% of total revenue, with a gross margin of 44.67%, up 7.31 percentage points year-over-year [2]. Business Segments - The hazardous waste treatment and resource recovery business generated RMB 99.99 billion in revenue in H1 2025, making up 94% of total revenue, but faced a slight gross margin decline to 9.54% [3]. - The company has maintained effective cost control, with R&D and financial expenses decreasing by 3.48% and 37.40% year-over-year, respectively [3]. Profit Forecast and Valuation - The forecast for net profit for 2025-2027 has been adjusted to RMB 11.48 billion, RMB 11.82 billion, and RMB 12.65 billion, respectively, with corresponding EPS estimates of RMB 0.22, RMB 0.23, and RMB 0.24 [4]. - The report suggests a target price based on a 20.5x PE ratio for 2025, reflecting confidence in the clean energy equipment segment's future profitability [4].