2025.10. 09 本文字数：2448，阅读时长大约4分钟 作者 | 第一财经 章轲 自然资源部表示，将研究推进在沿海地区谋划布局大型"平急两用"海水淡化工程，纳入国家水网并加 强水资源统一配置。配合国家发展改革委研究论证将海水、苦咸水淡化纳入国家"十五五"规划部署。 在日前对十四届全国人大三次会议第6909号建议的答复中，自然资源部表示，水资源是事关国计民 生的基础性自然资源和战略性经济资源，海水、苦咸水淡化是增加水资源供给、优化供水结构的重要 手段，对缓解区域水资源瓶颈制约、保障经济社会可持续发展具有重要意义。 今年全国两会上，全国人大代表郭洪泉提出《关于推进海水苦咸水淡化技术创新与产业发展的建 议》。自然资源部表示，经商国家发展改革委、工业和信息化部、财政部、水利部、国家能源局，将 提升海水淡化战略地位，推进科技创新与产业创新深度融合，强化政策保障。 "十四五"期间，工业和信息化部、水利部、国家能源局等分别依托相关国家重点研发计划，部署了系 列项目支持海水淡化关键材料与技术攻关，推动海水淡化和可再生能源耦合利用装备研制和示范验 证。目前，我国海水淡化工程建设能力全球领先，国内企业设计采购施工（EPC ...

杜邦 是该领域的世界龙头，通过广泛的膜、树脂和完整的系统组合，解决水处理市政当局、海水淡化厂和工业用水用户（包括微电子工业）面临的各种 挑战。其他包括 日东电工、东丽、陶氏化学、GE、LG化学 等都是该领域的重要玩家，国内包括 沃顿科技、杭州水处理、唯赛勃、碧水源、久吾高科、 三达膜 等。 资料显示， 中化(宁波)润沃膜 成立于2019年1月8日，注册资本67500万元人民币，位于 浙江省宁波市象山县， 是 中化国际（控股）股份有限公司 控股 的国有企业（持股 77.7778%， 象山经济开发区投资有限公司持有 剩余 22.2222% ）。 【DT新材料】 获悉，9月29日， 杜邦公司 宣布已签署协议，收购 中化(宁波)润沃膜科技有限公司 ，以扩大其反渗透（RO）制造业务版图至中国和亚太 地区，更好地服务这些地区 日益增长的工业水净化和再利用 对FilmTec™产品日益增长的需求，支持公司 生产本地化、更贴近终端客户的战略， 增强物 流可靠性及供应链风险管理，减少碳足迹。 交易预计将在2025年第四季度完成。 据悉，该生产设施位将是 杜邦 在美国明尼苏达州伊迪纳和沙特阿拉伯王国朱拜勒最先进的生产设施基础上的 ...

将通过中央预算内投资、超长期特别国债等支持符合条件的海水淡化、苦咸水利用等项目建设。 自然资源部表示，将研究推进在沿海地区谋划布局大型"平急两用"海水淡化工程，纳入国家水网并加强 水资源统一配置。配合国家发展改革委研究论证将海水、苦咸水淡化纳入国家"十五五"规划部署。 在日前对十四届全国人大三次会议第6909号建议的答复中，自然资源部表示，水资源是事关国计民生的 基础性自然资源和战略性经济资源，海水、苦咸水淡化是增加水资源供给、优化供水结构的重要手段， 对缓解区域水资源瓶颈制约、保障经济社会可持续发展具有重要意义。 今年全国两会上，全国人大代表郭洪泉提出《关于推进海水苦咸水淡化技术创新与产业发展的建议》。 自然资源部表示，经商国家发展改革委、工业和信息化部、财政部、水利部、国家能源局，将提升海水 淡化战略地位，推进科技创新与产业创新深度融合，强化政策保障。 《中华人民共和国国民经济和社会发展第十四个五年规划和2035年远景目标纲要》作出"推进海水淡化 和海洋能规模化利用"的重大部署。2024年5月，《节约用水条例》公布施行，从法制层面保障海水淡化 水等非常规水源利用。 截至2024年年底，全国海水淡化工程分布 ...

2025国际先进膜材料与分离技术研讨会 2025年10月10-11日 浙江·宁波 Conference Introduction To deepen global exchanges on cutting-edge membrane science technologies, thoroughly explore the latest scientific breakthroughs and application advanceme nts in separation membrane technologies, foster the co-prosperity of membrane material innovation and membrane process applications, promote sustainable d evelopment in strategic industries such as environmental governance, clean energy, and biomedicine, and build a high-level platform for e ...

Core Insights - Wharton Technology (000920) reported a total revenue of 880 million yuan for the first half of 2025, representing a year-on-year increase of 18.95% [1] - The net profit attributable to shareholders reached 124 million yuan, up 27.81% year-on-year [1] - The company's gross margin improved to 38.91%, an increase of 3.12% compared to the previous year [1] Financial Performance - Total revenue for Q2 2025 was 517 million yuan, showing a year-on-year growth of 27.66% [1] - Q2 net profit attributable to shareholders was approximately 80 million yuan, reflecting a 26.44% increase year-on-year [1] - Accounts receivable rose significantly, with a year-on-year increase of 46.91%, reaching 333 million yuan [1] Key Financial Ratios - Gross margin for the reporting period was 38.91%, up from 37.73% in the previous year [1] - Net profit margin improved to 14.64%, compared to 13.55% a year earlier [1] - The ratio of selling, administrative, and financial expenses to revenue decreased to 15.44%, down 6.02% year-on-year [1] Cash Flow Analysis - Operating cash flow per share decreased by 82.84% to 0.05 yuan, attributed to increased cash payments for goods and services [3] - The net cash flow from investing activities increased by 47.15%, due to reduced cash payments for fixed assets and other long-term assets [3] - Net cash flow from financing activities saw a significant decline of 242.15%, primarily due to increased dividend payments [3] Business Model and Operations - The company operates primarily in three segments: core membrane business, membrane separation engineering, and plant fiber business [4] - The core membrane business includes the R&D, manufacturing, and sales of separation membrane products, which are sold in over 130 countries [4] - The membrane separation engineering segment leverages membrane technology to provide comprehensive services, including project operation and maintenance [4]

Group 1: Business Overview - The company operates in three main business segments: core membrane business, membrane separation engineering, and plant fiber business [1] - The core membrane business includes the R&D, manufacturing, and sales of separation membrane products, with applications in over 130 countries [1] - The plant fiber business focuses on the development and sales of eco-friendly furniture and bedding products [1] Group 2: Revenue Contribution - In 2024, revenue from membrane products reached CNY 1.033 billion, accounting for 59.23% of total revenue [2] - Plant fiber products contributed CNY 449.7 million, representing 25.79% of total revenue [2] - Membrane separation engineering generated CNY 156 million, making up 8.95% of total revenue [2] Group 3: Product Performance - Industrial membranes constitute approximately 70% of the membrane business revenue [2] - The impact of U.S.-China tariff adjustments on membrane business exports is minimal, as direct exports to the U.S. represent a small portion of total revenue [2] Group 4: Contract Performance - From January to March 2025, the company signed new contracts for membrane separation engineering worth CNY 62.76 million [2]

Group 1 - The core business of Walton Technology includes core membrane business, membrane separation engineering, and plant fiber business [1] - Membrane products are categorized into ultrafiltration membranes, nanofiltration membranes, and reverse osmosis membranes, with significant price differences between household and industrial membranes [1] - In 2024, the revenue share of household and industrial membranes is expected to be approximately 37% [1] - The growth in gross margin is attributed to increased production scale, production line upgrades, process improvements, and enhanced supply chain management [1] - The production base has reserved expansion space, enabling rapid initiation of new production line construction [1] - Nearly 30% of membrane product revenue comes from exports, with a small proportion of products exported to the United States, and overseas market growth is expected to exceed 20% in 2024 [1] - The membrane separation engineering business aims to explore broader application scenarios, transitioning the company into a comprehensive service provider [1] - The plant fiber business is developing steadily, consolidating its leading position in the palm fiber industry [1] Group 2 - Shanghai Dapu Asset Management Co., Ltd. was established in January 2012 and has a team with rich research and investment experience from well-known domestic securities research institutions and investment firms [2] - The investment team focuses on investment and research in the Chinese securities market, maintaining an active management and steady progress investment style [2] - The company adheres to the principles of standardized operation and professional investment, with a complete corporate governance structure that reflects sufficient incentives, investment independence, professional division of labor, and sustainable operation [2]

Group 1: Xianle Health - The company emphasizes its advantages in pharmaceutical DNA, innovation-driven approach, global supply chain, and comprehensive dosage forms, positioning itself as a leader in global nutrition and health solutions [1] - Xianle Health is facing dual opportunities from the evergreen market and new consumption market, with four competitive advantages: scale, ecosystem, internationalization, and technology [1] - The company expects to achieve a revenue of 4.211 billion yuan in 2024, representing a year-on-year growth of 17.56%, and plans to distribute a cash dividend of 6.5 yuan per 10 shares (tax included) [1] Group 2: Wharton Technology - Wharton Technology's business includes core membrane products, membrane separation engineering, and plant fiber business, with membrane products categorized into ultrafiltration, nanofiltration, and reverse osmosis membranes [2] - The revenue share of household membranes and industrial membranes is approximately 37%, with gross margin growth driven by increased production scale, production line upgrades, process improvements, and enhanced supply chain management [2] - The company anticipates over 20% growth in overseas markets in 2024, with nearly 30% of membrane product revenue coming from exports [2] Group 3: Borui Pharmaceutical - Borui Pharmaceutical has made progress in mylin target research, with BGM1812 showing potential for fat reduction with minimal muscle loss, and plans to submit IND applications in China and the U.S. [3] - The company believes that the mylin and dual-target combination has international competitiveness and plans to advance clinical trials in the U.S. [3] - Over half of the R&D investment is directed towards metabolic directions, with the remainder focused on high-barrier generics and innovative drugs, primarily in respiratory and inhalation formulations [3]