分红方面，三房巷A股上市后累计派现18.60亿元。近三年，累计派现5.84亿元。 机构持仓方面，截止2025年9月30日，三房巷十大流通股东中，香港中央结算有限公司位居第七大流通 股东，持股988.44万股，为新进股东。 责任编辑：小浪快报 今年以来三房巷已经2次登上龙虎榜，最近一次登上龙虎榜为1月6日，当日龙虎榜净买入-827.21万元； 买入总计6747.93万元 ，占总成交额比12.55%；卖出总计7575.15万元 ，占总成交额比14.08%。 资料显示，江苏三房巷聚材股份有限公司位于江苏省江阴市周庄镇三房巷村，成立日期1994年6月13 日，上市日期2003年3月6日，公司主营业务涉及瓶级聚酯切片、PTA的生产、销售,同时还从事PBT工程 塑料、热电的生产与销售等业务。主营业务收入构成为：瓶级聚酯切片79.87%，PTA17.60%，电、蒸汽 1.12%，工程塑料0.78%，其他产品及服务0.62%。 三房巷所属申万行业为：基础化工-化学纤维-涤纶。所属概念板块包括：小盘、低价、节能环保、机器 人概念、长三角一体化等。 截至9月30日，三房巷股东户数3.52万，较上期减少4.11%；人均流通股110 ...

Group 1 - Company Qianjiang Biochemical (SH 600796) announced on December 12 that it signed a maximum guarantee contract with Zhejiang Haining Rural Commercial Bank for a credit facility requested by Guangyao Thermal Power, providing a joint liability guarantee of up to 19.64285 million yuan based on its shareholding ratio [1] - The revenue composition of Qianjiang Biochemical for the year 2024 is as follows: wastewater treatment and recycling 28.2%, engineering installation and material sales 22.76%, waste transportation and disposal 18.53%, biological products 14.5%, thermal power industry 9.85%, and water treatment and supply 5.43% [1] - As of the report date, the market capitalization of Qianjiang Biochemical is 5.2 billion yuan [1]

Core Viewpoint - Lutai A (000726.SZ) emphasizes that energy costs constitute a significantly lower proportion of total product costs compared to raw material costs, and the company is leveraging rooftop solar power to supplement electricity consumption [1] Group 1: Cost Structure - Energy costs are a smaller portion of the overall product costs compared to raw material costs [1] - The company utilizes rooftop solar power as a means of resource reuse for electricity generation [1] Group 2: Operational Efficiency - The thermal power project ensures a stable supply of steam for the company [1] - The company reported a comprehensive gross margin of 23.17% for the first three quarters [1] Group 3: Future Strategy - The company plans to continue enhancing cost management and expanding market reach [1] - There is a focus on continuously improving profitability [1]

Core Viewpoint - The company announced its Q3 2025 performance, highlighting revenue growth in coal circulation but a decline in thermal power generation revenue, while also emphasizing its commitment to innovation and shareholder returns [1] Financial Performance - For the first three quarters of 2025, the company achieved a revenue of 26.979 billion yuan and a net profit of 0.575 billion yuan [1] - Coal circulation business generated revenue of 24.627 billion yuan with a physical sales volume of 47.1728 million tons, reflecting a year-on-year increase of 7.20% [1] - Thermal power generation business revenue was 2.14 billion yuan, showing a year-on-year decline of 8.27%, while net profit increased by 10.09% to 0.365 billion yuan [1] - The renewable energy business reported revenue of 0.212 billion yuan [1] Innovation and Development - From January to September, the company was granted 7 national invention patents [1] - The molten salt energy storage demonstration project is expected to be operational by 2025 [1] - The tire cracking technology is currently under contract performance [1] Shareholder Returns - The company plans to distribute cash dividends of no less than 40% of the net profit excluding non-recurring gains and losses for the years 2025-2026 [1]

Core Viewpoint - The company is preparing for the construction of the Wensheng project, aiming to start in 2026 and become operational in 2027 or 2028 [1] Group 1 - The Wensheng project is currently in the pre-construction preparation phase [1] - The associated wind power project is undergoing preliminary feasibility studies and environmental assessments [1]

Group 1 - The company Qianjiang Biochemical (SH 600796) held its 10th Board of Directors' temporary meeting on October 31, 2025, to review various proposals, including the confirmation of the Audit Committee members and the convener [1] - For the fiscal year 2024, the revenue composition of Qianjiang Biochemical is as follows: wastewater treatment and recycling at 28.2%, engineering installation and material sales at 22.76%, waste clearance and disposal at 18.53%, biological products at 14.5%, thermal power at 9.85%, and water treatment and supply at 5.43% [1] - As of the report date, Qianjiang Biochemical has a market capitalization of 5.5 billion yuan [1]

Group 1 - The stock price of Sanfangxiang increased by 2.45% on October 21, reaching 2.09 CNY per share, with a total market capitalization of 8.144 billion CNY [1] - Year-to-date, Sanfangxiang's stock price has risen by 13.59%, with a recent performance showing no change over the last 5 trading days, a decline of 1.88% over the last 20 days, and an increase of 7.73% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" six times this year, with the most recent appearance on May 14, where it recorded a net purchase of 27.4849 million CNY [1] Group 2 - Jiangsu Sanfangxiang Ju Cai Co., Ltd. was established on June 13, 1994, and listed on March 6, 2003, primarily engaged in the production and sales of bottle-grade polyester chips and PTA [2] - The main business revenue composition includes bottle-grade polyester chips (79.87%), PTA (17.60%), electricity and steam (1.12%), engineering plastics (0.78%), and other products and services (0.62%) [2] - As of June 30, the number of shareholders decreased by 22.17% to 36,700, while the average circulating shares per person increased by 28.48% to 106,172 shares [2] Group 3 - Sanfangxiang has distributed a total of 1.86 billion CNY in dividends since its A-share listing, with 584 million CNY distributed over the last three years [3]

Core Viewpoint - The Inner Mongolia Energy Group is actively engaged in major construction projects during the holiday season, demonstrating a commitment to maintaining progress and meeting deadlines, particularly for the Jinshan Third Thermal Power Company project, which is crucial for energy supply and heating in the region [1]. Group 1: Project Progress and Achievements - The Jinshan Third Thermal Power Company is a significant national construction project, with over 3,000 personnel working tirelessly to achieve the ignition goal during the holiday period [1]. - As of now, the main plant enclosure for Unit 1 is 90% complete, and for Unit 2, it is 80% complete. The installation of turbine equipment for Unit 1 is 70% complete, while for Unit 2, it is 45% complete [19]. - The construction of the coal supply system is progressing, with 80% of the main engineering completed [19]. Group 2: Operational Challenges and Solutions - The operational team faced challenges with the vacuum system, which was stuck at 35 kPa. A leak detection team was formed to address the issue, successfully identifying and correcting two minor leak points [4][5]. - The vibration levels of the condensate pump motor exceeded the standard, prompting a dedicated team to stabilize the readings through testing and adjustments [8][9]. Group 3: Safety and Quality Control Measures - The safety and environmental department emphasized the importance of maintaining safety standards during holiday construction, implementing enhanced monitoring systems and real-time oversight [16]. - A comprehensive safety management system was established, including video surveillance and mobile inspection terminals to ensure quick reporting and resolution of hazards [16]. Group 4: Future Outlook and Strategic Planning - The company has initiated a "National Day Offensive Special Plan" to tackle progress challenges, focusing on the critical closure of the boiler, which is essential for subsequent operations [13]. - The company is also expanding its project portfolio, with new contracts for major power transmission and transformation projects, indicating a robust growth trajectory in the energy sector [27].

Core Viewpoint - Hangzhou Thermal Power's stock increased by 1.07% on October 9, with a trading volume of 72.39 million yuan, indicating positive market sentiment towards the company [1]. Financing Summary - On October 9, Hangzhou Thermal Power had a financing buy-in amount of 9.41 million yuan and a financing repayment of 7.09 million yuan, resulting in a net financing buy of 2.31 million yuan [1]. - As of October 9, the total financing and securities lending balance for Hangzhou Thermal Power was 80.53 million yuan, with the financing balance of 80.16 million yuan accounting for 0.92% of the circulating market value, which is above the 60th percentile level over the past year [1]. - The company had no shares repaid in securities lending on October 9, with 400 shares sold, amounting to 8,716 yuan at the closing price, and a securities lending balance of 366,100 yuan, exceeding the 80th percentile level over the past year [1]. Business Performance - As of June 30, the number of shareholders for Hangzhou Thermal Power was 27,500, a decrease of 7.49% from the previous period, while the average circulating shares per person increased by 8.09% to 14,562 shares [2]. - For the first half of 2025, Hangzhou Thermal Power reported operating revenue of 1.515 billion yuan, a year-on-year decrease of 9.69%, and a net profit attributable to shareholders of 110 million yuan, down 5.52% year-on-year [2]. - Since its A-share listing, Hangzhou Thermal Power has distributed a total of 336 million yuan in dividends, with 192 million yuan distributed over the past three years [2]. Shareholding Structure - As of June 30, 2025, among the top ten circulating shareholders of Hangzhou Thermal Power, the Southern CSI 1000 ETF (512100) was the eighth largest shareholder with 738,200 shares, marking a new entry, while the Huaxia CSI 1000 ETF (159845) was the ninth largest with 433,600 shares, also a new entry [2]. - Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders [2].

Core Viewpoint - The company held a half-year performance briefing on September 24, 2025, to communicate with investors and address their concerns regarding business expansion and financial performance [1][2]. Group 1: Performance Overview - In the first half of 2025, the company achieved operating revenue of 463.43 million yuan, representing a year-on-year increase of 17.22% [3]. - The net profit attributable to shareholders was 68.76 million yuan, up 32.72% compared to the same period last year [3]. - The basic earnings per share reached 0.25 yuan, reflecting a growth of 31.58% year-on-year [3]. Group 2: Business Strategy and Development - The company aims to focus on "green energy supply" and "ultra-hard materials manufacturing," leveraging its thermal power generation business while developing its CVD diamond segment [3]. - The company is committed to strengthening its core advantages in thermal power generation and accelerating the layout of its CVD diamond business to cultivate a second growth curve [3]. Group 3: Diamond Business Insights - The company’s subsidiary, Zhejiang Huamao Technology Co., Ltd., is focused on the research and industrialization of diamond growth technology, establishing a comprehensive industrial chain [3]. - The company has achieved a good foundation for large-scale production, with a good yield rate of over 80% for cultivated diamond products and 90% for functional diamond materials, positioning it as a leader in the industry [3]. Group 4: Market Applications and Future Prospects - Diamond materials are recognized for their excellent thermal conductivity, making them suitable for heat management applications [4]. - The company is exploring the potential applications of diamond materials in extreme deep-sea environments, which aligns with national marine strategies and presents significant market opportunities [4].