南方中证1000ETF（512100）成立日期2016年9月29日，最新规模649.53亿。今年以来收益28.58%，同 类排名2093/4221；近一年收益34.04%，同类排名1521/3848；成立以来收益13.79%。 南方中证1000ETF（512100）基金经理为崔蕾。 从基金十大重仓股角度 数据显示，南方基金旗下1只基金重仓惠城环保。南方中证1000ETF（512100）二季度持有股数126.85 万股，占基金净值比例为0.35%，位居第三大重仓股。根据测算，今日浮亏损失约1116.3万元。 截至发稿，崔蕾累计任职时间6年338天，现任基金资产总规模949.76亿元，任职期间最佳基金回报 164.18%， 任职期间最差基金回报-15.93%。 10月9日，惠城环保跌5.03%，截至发稿，报166.20元/股，成交10.90亿元，换手率3.97%，总市值327.63 亿元。 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。 资料显示，青岛惠城环保科技集团股份有限 ...

Group 1 - The core point of the news is that Huicheng Environmental Protection's stock price has dropped by 5.43% to 187.45 CNY per share, with a trading volume of 254 million CNY and a turnover rate of 0.85%, resulting in a total market capitalization of 36.952 billion CNY [1] - Huicheng Environmental Protection, established on February 27, 2006, and listed on May 22, 2019, primarily provides waste catalyst treatment services for refining enterprises and develops, produces, and sells FCC catalysts and other resource utilization products [1] - The company's main business revenue composition includes hazardous waste treatment services (62.93%), resource utilization products (30.15%), other products (3.97%), three wastes governance (2.43%), and others (0.53%) [1] Group 2 - From the perspective of major fund holdings, one fund under Southern Fund has a significant position in Huicheng Environmental Protection, with the Southern CSI 1000 ETF holding 1.2685 million shares, accounting for 0.35% of the fund's net value, ranking as the third-largest holding [2] - The Southern CSI 1000 ETF has a total scale of 64.953 billion CNY, with a year-to-date return of 27.27% and a one-year return of 47.41% [2] - The fund manager of Southern CSI 1000 ETF, Cui Lei, has been in position for 6 years and 329 days, with the best fund return during the tenure being 145.53% [3]

从基金十大重仓股角度 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。 数据显示，天弘基金旗下1只基金重仓惠城环保。天弘新兴产业混合发起A（021623）二季度持有股数 1500股，占基金净值比例为2.24%，位居第七大重仓股。根据测算，今日浮盈赚取约1.5万元。连续3天 上涨期间浮盈赚取2.51万元。 责任编辑：小浪快报 9月26日，惠城环保涨5.21%，截至发稿，报202.00元/股，成交6.82亿元，换手率2.22%，总市值398.21 亿元。惠城环保股价已经连续3天上涨，区间累计涨幅9.53%。 截至发稿，邢少雄累计任职时间1年87天，现任基金资产总规模1194.14万元，任职期间最佳基金回报 44.21%， 任职期间最差基金回报43.15%。 资料显示，青岛惠城环保科技集团股份有限公司位于山东省青岛市黄岛区泊里镇港旺大道395号，成立 日期2006年2月27日，上市日期2019年5月22日，公司主营业务涉及为炼油企业提供废催化剂处理处置服 务,研发、生产、销售FC ...

Group 1 - The core viewpoint of the news is the decline in the stock price of Huicheng Environmental Protection, which fell by 5.12% to 175.05 CNY per share, with a trading volume of 247 million CNY and a turnover rate of 0.88%, resulting in a total market capitalization of 34.508 billion CNY [1] - Huicheng Environmental Protection specializes in providing waste catalyst treatment services for refining enterprises and the research, production, and sales of FCC catalysts, rejuvenated catalysts, and regenerated balancing agents, with the main business revenue composition being: hazardous waste treatment services 62.93%, resource utilization products 30.15%, other products 3.97%, three wastes governance 2.43%, and others 0.53% [1] Group 2 - From the perspective of fund holdings, Southern Fund has a significant position in Huicheng Environmental Protection, with the Southern CSI 1000 ETF holding 1.2685 million shares, accounting for 0.35% of the fund's net value, ranking as the third-largest holding [2] - The Southern CSI 1000 ETF has a total scale of 64.953 billion CNY and has achieved a year-to-date return of 22.64%, ranking 1895 out of 4222 in its category, with a one-year return of 62.7%, ranking 1305 out of 3798 [2]

Core Viewpoint - The announcement discusses the potential dilution of immediate returns due to the issuance of A-shares to specific investors in 2024, along with measures to mitigate this impact on the company's financial performance [1][4][12]. Financial Impact Analysis - The company anticipates that the issuance will increase the total share capital to 254,242,922 shares, affecting key financial metrics such as earnings per share (EPS) [1][4]. - Under various scenarios, the projected net profit for 2025 is estimated at 42.60 million yuan, with a potential 10% decline from 2024, leading to a diluted EPS of 0.17 yuan [2][3]. Necessity and Rationality of the Issuance - The funds raised will be used to optimize the business structure, enhance industry position, and improve core competitiveness and profitability, aligning with national industrial policies and market trends [4][5]. - The projects funded by this issuance are expected to significantly contribute to the company's growth and sustainability [6][7]. Company’s Business and Technological Capabilities - The company specializes in hazardous waste treatment for the petrochemical industry, with proprietary technologies for resource recovery from waste catalysts and high-sulfur petroleum coke [6][9]. - The company has developed a strong market presence and technical capabilities, particularly in the Dannan Sea Industrial Park, which generates substantial waste [6][11]. Commitment to Protecting Investor Interests - The company has outlined specific measures to manage the raised funds effectively, ensuring compliance with legal requirements and enhancing operational efficiency [12][13]. - Commitments from major stakeholders, including the controlling shareholder and management, have been made to uphold the measures aimed at mitigating the dilution of immediate returns [14].