研报掘金丨东吴证券：维持龙净环保“买入”评级，成长性有望加速体现

格隆汇资讯2025-12-08

东吴证券研报指出，2026年环保专项资金预算提前下达，大气治理同比增长占比提高，大气龙头受益。专项资金预算528亿元，大气污染防治资金支持充足。龙净环保作为全球最大的大气环保装备研发制造商，将持续受益于市场释放。2025年前三季度公司新增环保设备工程合同76.26亿元（电力占61.51%，非电占38.49%），同比增长1.1%，第三季度新增环保设备工程合同22.56亿元，单季度同比增长12%。...

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