此外，我们关注到网上有关"全市停水"的不实信息，在此郑重声明，该消息纯属谣言。请广大用户以我 司官方发布为准，勿轻信和传播未经证实的消息。 感谢您的理解与配合。如有用水问题，请拨打湛江粤海水务服务热线：952525 或 2222229。 湛江市粤海水务投资集团有限公司 2025年10月5日 10月6日8时，台风"麦德姆"已远离广东，对广东的影响明显减弱，根据《广东省防汛防旱防风防冻应急 预案》和省防总有关规定，省防总已将防风Ⅰ级应急响应调整为防风Ⅳ级应急响应。省防总要求，各地 各部门要继续加强值班值守和风险研判，做好强降雨及可能引发的次生灾害防御工作。同时，抓紧开展 救灾复产，组织修复受损交通、电力、通信等基础设施，尽快恢复灾区正常生产生活秩序。要严格落实 渔业安全生产"六个100%"要求，做到"不安全、不出海"。 （原标题：湛江辟谣："全市停水"的信息不实） 10月6日，《辟谣财知道》注意到，昨日晚间，湛江市粤海水务投资集团有限公司通过"网信湛江"公众 号发布郑重声明称，此前网络上有关"全市停水"的信息不实，纯属谣言。 除个别小区、部分用户的用水受影响，全市供水系统运行总体平稳。且将在天气与道路条件允许后立 ...

公告称，收入增加主要由于本集团的自来水供应业务收入及本集团于中国的商用物业的租金收入增加所 致。 环球实业科技(01026)发布截至2025年6月30日止18个月全年业绩，该集团取得收入4.51亿港元，公司股 东应占亏损1.61亿港元，每股亏损2.93港仙。 ...

公告称，收入增加主要由于本集团的自来水供应业务收入及本集团于中国的商用物业的租金收入增加所 致。 智通财经APP讯，环球实业科技(01026)发布截至2025年6月30日止18个月全年业绩，该集团取得收入 4.51亿港元，公司股东应占亏损1.61亿港元，每股亏损2.93港仙。 ...

瀚蓝环境所属申万行业为：环保-环境治理-固废治理。所属概念板块包括：粤港澳、垃圾发电、节能环 保、碳中和、天然气等。 9月25日，瀚蓝环境盘中下跌2.02%，截至10:21，报27.11元/股，成交4712.90万元，换手率0.21%，总市 值221.04亿元。 资金流向方面，主力资金净流出130.74万元，大单买入191.58万元，占比4.07%，卖出322.32万元，占比 6.84%。 瀚蓝环境今年以来股价涨18.80%，近5个交易日涨3.79%，近20日涨4.11%，近60日涨15.12%。 资料显示，瀚蓝环境股份有限公司位于广东省佛山市南海区桂城融和路23号瀚蓝广场，成立日期1992年 12月17日，上市日期2000年12月25日，公司主营业务涉及自来水供应、污水处理、固废处理、燃气供 应。主营业务收入构成为：固废业务37.71%，能源供应业务32.36%，环卫业务9.14%，供水业务 8.48%，排水业务5.11%，PPP项目合同产生的利息收入3.46%，PPP项目合同产生的建设收入2.22%，其 他业务1.52%。 分红方面，瀚蓝环境A股上市后累计派现29.99亿元。近三年，累计派现12.23亿元 ...

Group 1 - The company, Xingrong Environment, held its 29th meeting of the 10th Board of Directors on September 24, 2025, via telecommunication voting, discussing the proposal to supplement members of the special committee of the board [1] - For the first half of 2025, the revenue composition of Xingrong Environment was as follows: wastewater treatment accounted for 44.64%, the water supply industry for 34.04%, leachate treatment for 18.98%, and other industries for 2.34% [1] - As of the report date, the market capitalization of Xingrong Environment was 20 billion yuan [1]

Company Overview - Huanlan Environment's stock price increased by 2.02% on September 22, reaching 26.80 CNY per share with a market capitalization of 21.851 billion CNY [1] - The company has seen a year-to-date stock price increase of 17.44%, with a recent decline of 1.76% over the last five trading days [2] Financial Performance - For the first half of 2025, Huanlan Environment reported a revenue of 5.763 billion CNY, a year-on-year decrease of 1.05%, while net profit attributable to shareholders increased by 8.99% to 967 million CNY [2] - Cumulative cash dividends since the company's A-share listing amount to 2.999 billion CNY, with 1.223 billion CNY distributed over the last three years [3] Business Segments - The company's main business segments include solid waste management (37.71%), energy supply (32.36%), sanitation (9.14%), water supply (8.48%), drainage (5.11%), and income from PPP projects [2] - Huanlan Environment operates in the environmental protection sector, specifically in waste management and treatment [2] Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 11.23% to 21,100, while the average number of circulating shares per person increased by 12.65% to 38,719 shares [2] - Among the top ten circulating shareholders, ICBC Hong Kong has exited the list, while ICBC Dividend Preferred Mixed A has entered as the ninth largest shareholder with 7.0034 million shares [3]

Core Viewpoint - The company is facing challenges with declining net profits due to foreign exchange losses and increased bad debt provisions, while it aims to expand its market presence through key water supply projects and improved operational efficiency [2][4]. Shareholder Changes - As of September 10, 2025, the number of shareholders decreased to 26,000, a reduction of 1,000 or 3.7% from the previous period, with an average shareholding of 34,000 shares and an average market value of 170,500 yuan [1][4]. Financial Performance - In the first half of 2025, the company's total assets reached 23.855 billion yuan, a 1.91% increase from the beginning of the period, while net assets rose to 4.784 billion yuan. Despite pressures on net profit from exchange rate fluctuations and bad debt provisions, the core business remains solid [5]. Strategic Initiatives - The company is advancing key projects such as the Shibu Water Plant and Wuxiang Water Plant to extend its service area and is actively participating in water service concessions both within and outside the province [2][4]. - The company is focusing on internal management improvements to reduce costs and enhance efficiency [2]. Market and Stock Performance - The company's stock price has fluctuated around 5 yuan since 2019, with a modest increase of approximately 6% this year, lagging behind the Shanghai Composite Index. The stock price is influenced by macroeconomic conditions, industry policies, and market sentiment rather than solely by fundamentals [3][4]. Impact of External Factors - A potential decrease in USD interest rates could lower the financing costs of some foreign currency borrowings for the company [3][4]. Technological Advancements - The company is promoting the construction of smart water plants and exploring the application of artificial intelligence in production, management, and services to enhance operational efficiency [4].

Group 1: Project Progress - The company has made significant progress on its ongoing projects, with the Chengdu Water Supply Plant No. 7 (Phase III) entering trial operation, and several other projects expected to be operational within 1-2 years [1] - Projects such as the Chengdu Sixth Reclaimed Water Plant Phase II, Eighth Reclaimed Water Plant Phase II, Fifth Reclaimed Water Plant Phase II, Chengdu Wanxing Environmental Power Plant Phase III, and the Chengdu Central Urban Kitchen Waste Treatment Project Phase III are advancing steadily [1] Group 2: Accounts Receivable and Market Value Management - As the company expands its market and business scale, accounts receivable management has become a focal point, with the company actively managing its receivables while pursuing business growth [2] - The company emphasizes market value management, focusing on enhancing intrinsic value and improving operational efficiency through strategic layout and excellent performance [2] Group 3: Cost Reduction and Efficiency Improvement - The company implements cost reduction and efficiency improvement through refined management practices, including the standardization and upgrading of plant-level operations across multiple subsidiaries [3] - A smart cloud control center is being developed to integrate cloud computing and storage technologies, enhancing unified management and efficient scheduling [3] - The company is advancing its "Digital Strong Enterprise" initiative, establishing five centers to unlock data value and enhance operational development [3] Group 4: Capital Expenditure and Dividend Planning - The company has experienced significant capital expenditures due to various water supply and solid waste projects, but these expenditures are expected to decrease as projects become operational in the next 1-2 years [4] - The company prioritizes shareholder returns, anticipating more stable earnings for shareholders as ongoing projects are completed [4]

Core Viewpoint - The stock price of Huanlan Environment has shown a positive trend, with a year-to-date increase of 20.51% and a recent uptick in trading activity, indicating potential investor interest and market confidence [2]. Company Overview - Huanlan Environment, established on December 17, 1992, and listed on December 25, 2000, is located in Nanhai District, Foshan, Guangdong Province. The company specializes in water supply, wastewater treatment, solid waste management, and gas supply [2]. - The revenue composition of Huanlan Environment includes solid waste business (37.71%), energy supply (32.36%), sanitation (9.14%), water supply (8.48%), drainage (5.11%), interest income from PPP projects (3.46%), construction income from PPP projects (2.22%), and other businesses (1.52%) [2]. Financial Performance - For the first half of 2025, Huanlan Environment reported a revenue of 5.763 billion yuan, a year-on-year decrease of 1.05%, while the net profit attributable to shareholders was 967 million yuan, reflecting an increase of 8.99% [2]. - The company has distributed a total of 2.999 billion yuan in dividends since its A-share listing, with 1.223 billion yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Huanlan Environment was 21,100, a decrease of 11.23% from the previous period, with an average of 38,719 circulating shares per shareholder, an increase of 12.65% [2]. - Among the top ten circulating shareholders, ICBC Hong Kong Dividend Preferred Mixed Fund (005833) is a new entrant, holding 7.0034 million shares, while Hong Kong Central Clearing Limited has exited the top ten list [3].

Core Viewpoint - Wuhan Holdings (600168.SH) reported strong performance in its 2025 semi-annual report, showcasing significant growth in revenue and net profit, indicating a robust position in the regional water services industry [1][2]. Financial Performance - The company achieved operating revenue of 2.076 billion yuan, a year-on-year increase of 14.76% [1]. - The net profit attributable to shareholders reached 88.769 million yuan, up 9.22% year-on-year [1]. - The non-recurring net profit was 74.276 million yuan, reflecting a growth of 21.08% compared to the previous year [1]. - The gross margin stood at 20.86%, an increase of 0.26 percentage points year-on-year, while the net margin was 4.26%, a decrease of 0.20 percentage points from the same period last year [1]. Business Segments - The wastewater treatment segment expanded, generating revenue of 1 billion yuan, an increase of 664.35 thousand yuan year-on-year [2]. - The water supply business showed steady growth, with revenue of 832.004 million yuan, up 289.89 thousand yuan from the previous year [2]. - The tunnel operation segment achieved a breakthrough in external markets, winning a contract worth 630.733 million yuan for the "Gulf Tunnel Operation and Management Service Project," with a service period of three years [2]. - The water engineering segment accelerated its transition towards water ecological environment technology construction, achieving revenue of 911 million yuan, a significant increase of 260 million yuan year-on-year [2]. Strategic Initiatives - Wuhan Holdings initiated the construction of a water environment innovation space in Huangpi District, aiming to create a technology research and development base that integrates achievement transformation and industry cultivation [2]. - The company plans to focus on four major business segments, enhancing integrated factory-network operations and smart water services, leveraging technological innovation, management optimization, and market expansion for high-quality and green low-carbon development [3].