格隆汇12月30日丨荣晟环保(603165.SH)公布，公司及子公司拟使用单日最高余额额度不超过人民币30 亿元（含）的闲置自有资金进行现金管理，在上述额度范围内，资金可由公司及全资子公司、控股子公 司共同循环滚动使用。 ...

公司拟向全体股东每10股派发现金红利3.80元（含税）。截至2025年11月30日，公司总股本263,928,065 股扣减公司回购账户7,716,600股后的股本数为256,211,465股，以此计算合计拟派发现金红利9736.04万 元（含税），占公司2025年三季度报告合并报表归属上市公司股东净利润56.96%。 格隆汇12月30日丨荣晟环保(603165.SH)公布2025年前三季度利润分配方案，公司2025年前三季度拟以 实施权益分派股权登记日登记的总股本扣除公司回购专用账户的股份余额为基数分配利润。本次利润分 配方案如下： ...

南财智讯12月30日电，荣晟环保公告，公司于2025年12月30日召开第八届董事会审计委员会第十一次会 议、第八届董事会第二十二次会议，审议通过了《关于使用部分闲置募集资金进行现金管理的议案》。 本次拟使用额度不超过2.20亿元的暂时闲置募集资金进行现金管理，投资方向为安全性高、流动性好、 收益稳定的保本型投资产品，包括但不限于结构性存款、定期存款、大额存单等。使用期限为自股东会 审议通过之日起12个月内有效，资金在额度范围内可滚动使用。公司强调，该事项不会影响募集资金投 资项目进度和公司正常生产经营。 ...

Investment Rating - The report maintains an "Accumulate" rating for the environmental protection industry [1]. Core Insights - The release of the CCER methodology for renewable energy electrolysis hydrogen is expected to reshape the economic viability of green hydrogen projects [10][12]. - The environmental protection industry strategy for 2026 emphasizes a dual focus on value and growth, driven by carbon neutrality initiatives [15]. - The report highlights significant growth in the sales of new energy sanitation vehicles, with a year-on-year increase of 64.01% and a penetration rate increase of 6.68 percentage points to 18.6% [22]. - The price of biodiesel remains stable, with slight improvements in profit margins [34]. - The lithium battery recycling sector is experiencing a decline in profitability despite rising metal prices [35]. Summary by Sections CCER Methodology and Green Hydrogen - The CCER methodology for renewable energy electrolysis hydrogen was officially released, enhancing the regulatory framework for green hydrogen projects [10]. - The methodology specifies that it applies only to new projects and emphasizes the use of self-generated renewable energy [11]. - The economic benefits of green hydrogen projects are projected to improve, with investment recovery periods decreasing from 9.21 years to 8.77 years due to CCER revenue [12][13]. Environmental Protection Industry Strategy - The 2026 strategy focuses on the dual themes of value and growth, with an emphasis on market-oriented improvements and operational efficiency [15]. - Key recommendations include focusing on companies with strong cash flow and growth potential, such as Huanlan Environment and Longjing Environmental Protection [15][16]. Sanitation Equipment Market - The sanitation vehicle market saw a total sales volume of 66,563 units in the first eleven months of 2025, with new energy vehicles accounting for 12,383 units sold [22]. - The penetration rate of new energy sanitation vehicles reached 18.6%, indicating a growing trend towards electrification in this sector [22]. Biodiesel Market - The average price of biodiesel remained stable at 8,200 yuan per ton, with a slight improvement in profit margins [34]. - The price difference between UCOME and waste oil is approximately 2,172 yuan per ton, indicating a competitive market environment [34]. Lithium Battery Recycling - The profitability of lithium battery recycling projects has decreased, with average unit profits for lithium carbonate and waste materials showing negative margins [35]. - Despite this, metal prices for lithium, cobalt, and nickel have increased, suggesting potential for future profitability improvements [35][37].

Core Viewpoint - Rongsheng Environmental Protection's subsidiary, Anhui Rongsheng Packaging New Materials Technology Co., Ltd., has received three decisions from the local government to reclaim approximately 130,000 square meters of industrial land due to it being classified as "idle land" [1][2]. Group 1: Land Reclamation Details - The reclaimed land consists of three plots acquired in June 2022, with areas of 40,955 m², 42,935 m², and 45,994 m², totaling approximately 130,000 m² [2]. - The local government has determined these plots to be idle as they have not commenced construction within the contractually agreed timeframe, exceeding two years [2][7]. Group 2: Company Response and Actions - The company asserts that the idle time for the three plots "has not yet reached two years" and plans to engage with the local government to resolve the issue [8]. - An administrative review has been formally requested by Anhui Rongsheng Packaging, which has been accepted by the local government [9]. - The company emphasizes that the reclamation will not adversely affect its operations, and it will assess potential losses if the land rights are ultimately revoked [9].

| 证券代码：603165 | 证券简称：荣晟环保 | | 公告编号：2025-094 | | --- | --- | --- | --- | | 转债代码：113676 | 转债简称：荣 23 | 转债 | | 浙江荣晟环保纸业股份有限公司 关于完成工商变更登记的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 浙江荣晟环保纸业股份有限公司（以下简称"公司"）于 2025 年 7 月 7 日、 2025 年 7 月 23 日分别召开第八届董事会第十六次会议、2025 年第三次临时股东 大会，审议通过了《关于取消监事会、变更注册资本并修订〈公司章程〉的议案》； 于 2025 年 11 月 28 日召开第八届董事会第二十一次会议，审议通过了《关于变 更代表公司执行公司事务的董事兼法定代表人的议案》。具体内容详见公司于 2025 年 7 月 8 日、2025 年 7 月 24 日、2025 年 11 月 29 日在上海证券交易所网 站（www.sse.com.cn）以及《上海证券报》上披露的《浙江荣晟环保纸业股份有 限公司关于 ...

| 证券代码：603165 | 证券简称：荣晟环保 | | | 公告编号：2025-093 | | --- | --- | --- | --- | --- | | 转债代码：113676 | 转债简称：荣 | 23 | 转债 | | 近日，浙江荣晟环保纸业股份有限公司（以下简称"公司"）全资子公司安 徽荣晟包装新材料科技有限公司（以下简称"安徽荣晟包装"）收到全椒县自然 资源和规划局下发的《收回 2022-A-19 地块国有建设用地使用权决定书》（全自 然资规函〔2025〕92 号）、《收回 2022-A-20 地块国有建设用地使用权决定书》 （全自然资规函〔2025〕93 号）、《收回 2022-A-21 地块国有建设用地使用权 决定书》（全自然资规函〔2025〕94 号）（以下简称"《决定书》"）。现将 有关情况公告如下： 一、有关《决定书》的主要内容 2022 年 6 月 25 日，安徽荣晟包装通过挂牌方式取得全椒县经济开发区滁州 大道以西、纬二路以北、纬三路以南编号 2022-A-19、2022-A-20、2022-A-21 三 宗地块（以下简称"三宗地块"）土地使用权，与全椒县自然资源和规划局签订 ...

| 证券代码：603165 | 证券简称：荣晟环保 | | | 公告编号：2025-093 | | --- | --- | --- | --- | --- | | 转债代码：113676 | 转债简称：荣 | 23 | 转债 | | 经公司核实，根据 2021 年 10 月 22 日公司与安徽全椒经济开发区管理委员 会签订的《年产 5 亿平方绿色智能包装产业园项目投资协议》及《投资补充协议》， 安徽全椒经济开发区管理委员会同意公司根据产业项目投资计划实行一次性规 划、分期建设，项目土地分 4-5 宗挂牌，其中 2023 年 12 月底启动二期厂房及配 套仓储建设，2027 年 3 月底完成整体厂区建设。安徽荣晟包装为项目实施主体， 于 2022 年 6 月取得全椒县经济开发区滁州大道以西、纬二路以北、纬三路以南 编号 2022-A-18、2022-A-19、2022-A-20、2022-A-21、2022-A-22 五宗地块土地 使用权，其中 2022-A-18 及 2022-A-22 两宗地块为可转债募投项目之"年产 5 亿 平方绿色智能包装产业园项目（一期）"项目土地，该项目已基本完成主要部分 建设并投产 ...

3、类型：股份有限公司（上市、自然人投资或控股） | 证券代码：603165 | 证券简称：荣晟环保 | | 公告编号：2025-094 | | --- | --- | --- | --- | | 转债代码：113676 | 转债简称：荣 23 | 转债 | | 浙江荣晟环保纸业股份有限公司 关于完成工商变更登记的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 浙江荣晟环保纸业股份有限公司（以下简称"公司"）于 2025 年 7 月 7 日、 2025 年 7 月 23 日分别召开第八届董事会第十六次会议、2025 年第三次临时股东 大会，审议通过了《关于取消监事会、变更注册资本并修订〈公司章程〉的议案》； 于 2025 年 11 月 28 日召开第八届董事会第二十一次会议，审议通过了《关于变 更代表公司执行公司事务的董事兼法定代表人的议案》。具体内容详见公司于 2025 年 7 月 8 日、2025 年 7 月 24 日、2025 年 11 月 29 日在上海证券交易所网 站（www.sse.com.cn）以及《上海证 ...

Group 1 - The core viewpoint of the article highlights the growth in the number of enterprises in the paper and paper products industry, which increased by 143 companies year-on-year, representing a growth rate of 1.79% as of January to October 2025 [1] - The total number of enterprises in the paper and paper products industry reached 8,142, accounting for 1.56% of the total industrial enterprises [1] - The data indicates a shift in the threshold for large-scale industrial enterprises, which was raised from an annual main business income of 5 million yuan to 20 million yuan starting in 2011 [1] Group 2 - The report referenced is titled "Analysis of Development Models and Market Operation Potential of China's Paper Industry from 2026 to 2032" published by Zhiyan Consulting [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in deep industry research and providing comprehensive consulting services [2]