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。 | 证券代码：603568 | 证券简称：伟明环保 | 公告编号：临2025-062 | | --- | --- | --- | | 转债代码：113652 | 转债简称：伟22转债 | | | 转债代码：113683 | 转债简称：伟24转债 | | 浙江伟明环保股份有限公司 关于大股东及一致行动人权益变动触及5%刻度的提 示性公告的更正公告 浙江伟明环保股份有限公司（以下简称"公司"）于2025年9月19日在上海 证券交易所（www.sse.com.cn）披露了《浙江伟明环保股份有限公司关于大股东 及一致行动人权益变动触及5%刻度的提示性公告》（公告编号：临2025-060）和 《浙江伟明环保股份有限公司简式权益变动报告书》，现将有关情况更正补充如 下： 一、《浙江伟明环保股份有限公司关于大股东及一致行动人权益变动触及5% 刻度的提示性公告》之"二、权益变动触及5%刻度的基本情况"中权益变动起始 日期进行更正，由"2022年5月9日"更正为"2020年5月9日"，具体如下： ...

浙江伟明环保股份有限公司 简式权益变动报告书 （修订稿） 上市公司名称：浙江伟明环保股份有限公司 股票简称：伟明环保 股票代码：603568 股票上市地点：上海证券交易所 1 信息披露义务人之六：朱善银 住所：浙江省温州市龙湾区 通讯地址：浙江省温州市龙湾区 信息披露义务人之七：章锦福 住所：浙江省温州市鹿城区 通讯地址：浙江省温州市鹿城区 信息披露义务人之八：章小建 住所：浙江省温州市鹿城区 通讯地址：浙江省温州市鹿城区 信息披露义务人之一：伟明集团有限公司 注册地址：浙江省温州市瓯海区娄桥街道娄桥工业园中汇路81号B2幢 通讯地址：浙江省温州市瓯海区娄桥街道娄桥工业园中汇路81号B2幢 信息披露义务人之二：项光明 住所：浙江省温州市鹿城区 通讯地址：浙江省温州市鹿城区 信息披露义务人之三：温州市嘉伟实业有限公司 注册地址：浙江省温州市瓯海区娄桥街道娄桥工业园中汇路81号B2幢四楼南首 通讯地址：浙江省温州市瓯海区娄桥街道娄桥工业园中汇路81号B2幢四楼南首 信息披露义务人之四：王素勤 住所：浙江省温州市鹿城区 通讯地址：浙江省温州市鹿城区 信息披露义务人之五：朱善玉 住所：浙江省温州市龙湾区 通讯地址：浙 ...

浙江伟明环保股份有限公司 关于延长公司2021年员工持股计划存续期的公告 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。 浙江伟明环保股份有限公司（以下简称"公司"）于2025年9月19日召开了 第七届董事会第十九次会议，审议通过了《关于延长公司2021年员工持股计划存 续期的议案》，关联董事回避表决。董事会同意将公司2021年员工持股计划存续 期再延长24个月，存续期延长至2027年12月5日。现将相关事项公告如下： 一、公司2021年员工持股计划基本情况 1、根据第六届董事会第十次会议和2021年第一次临时股东大会审议通过《关 于〈浙江伟明环保股份有限公司2021年员工持股计划（草案）〉及其摘要的议案》， 公司2021年员工持股计划的原存续期为24个月，自公司股东大会审议通过本计划 草案之日起计算，即2021年12月6日至2023年12月5日。 | 证券代码：603568 | 证券简称：伟明环保 | 公告编号：临2025-061 | | --- | --- | --- | | 转债代码：113652 | 转债简称：伟22转 ...

信息披露义务人之一：伟明集团有限公司 注册地址：浙江省温州市瓯海区娄桥街道娄桥工业园中汇路81号B2幢 通讯地址：浙江省温州市瓯海区娄桥街道娄桥工业园中汇路81号B2幢 浙江伟明环保股份有限公司 简式权益变动报告书 上市公司名称：浙江伟明环保股份有限公司 股票简称：伟明环保 股票代码：603568 股票上市地点：上海证券交易所 信息披露义务人之二：项光明 住所：浙江省温州市鹿城区 通讯地址：浙江省温州市鹿城区 信息披露义务人之三：温州市嘉伟实业有限公司 注册地址：浙江省温州市瓯海区娄桥街道娄桥工业园中汇路81号B2幢四楼南首 通讯地址：浙江省温州市瓯海区娄桥街道娄桥工业园中汇路81号B2幢四楼南首 信息披露义务人之四：王素勤 住所：浙江省温州市鹿城区 通讯地址：浙江省温州市鹿城区 信息披露义务人之五：朱善玉 住所：浙江省温州市龙湾区 通讯地址：浙江省温州市龙湾区 信息披露义务人之六：朱善银 1 住所：浙江省温州市龙湾区 通讯地址：浙江省温州市龙湾区 信息披露义务人之七：章锦福 住所：浙江省温州市鹿城区 通讯地址：浙江省温州市鹿城区 信息披露义务人之八：章小建 住所：浙江省温州市鹿城区 通讯地址：浙江省温州市鹿 ...

| 证券代码：603568 | 证券简称：伟明环保 | | | 公告编号：临 | 2025-060 | | --- | --- | --- | --- | --- | --- | | 证券代码：113652 | 证券简称：伟 | 22 | 转债 | | | | 证券代码：113683 | 证券简称：伟 | 24 | 转债 | | | 浙江伟明环保股份有限公司 关于大股东及一致行动人权益变动触及 5%刻度的 提示性公告 大股东伟明集团有限公司、项光明、温州市嘉伟实业有限公司及其一 致行动人朱善玉、朱善银等保证向本公司提供的信息真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息 一致。 | 伟明集团有限公司 |  □ | 控股股东/实控人 控股股东/实控人的一致 | | | --- | --- | --- | --- | | | | | 91330304723622727G  | | | 行动人 | | □ 不适用 | | | □ | 其他直接持股股东 | | | 温州市嘉伟实业有限 | □ | 控股股东/实控人 | 913303047707 ...

Group 1 - The stock of Weiming Environmental experienced a decline of 2.57%, closing at 18.98 yuan, with two block trades totaling 1.5 million shares and a transaction amount of 26.445 million yuan [1] - The first block trade occurred at a price of 17.63 yuan for 500,000 shares, amounting to 8.815 million yuan, with a discount rate of -7.11% [1] - The second block trade also occurred at 17.63 yuan for 1 million shares, totaling 17.63 million yuan, with the same discount rate of -7.11% [1] Group 2 - Over the past three months, Weiming Environmental has recorded a total of four block trades, with a cumulative transaction amount of 93.6823 million yuan [1] - In the last five trading days, the stock has seen a cumulative decline of 5.48%, with a net outflow of 48.0038 million yuan in principal funds [1]

Core Viewpoint - The recent notification from the National Development and Reform Commission and the National Energy Administration aims to improve the pricing mechanism for nearby consumption of renewable energy, which is expected to create new opportunities for green electricity direct connection projects starting from October 1, 2025 [1][2][3]. Group 1: Policy and Mechanism - The notification clarifies the economic responsibilities between nearby consumption projects and the public grid, allowing renewable energy projects to pay for supply reliability based on their needs [3][4]. - The new pricing mechanism is designed to enhance the willingness of the grid to provide stable supply services, facilitating the implementation of projects like waste incineration and green electricity direct connections [4][5]. Group 2: Project Requirements - Projects must have a clear interface, with power sources, loads, and storage connected as a whole to the public grid, ensuring safety and responsibility [3][4]. - Projects are required to have a self-consumption ratio of at least 60% of total available generation and 30% of total consumption, with new projects starting from 2030 needing a minimum of 35% [4][5]. Group 3: Economic Advantages - The economic feasibility of projects increases with higher load rates and smaller capacities connected to the public grid, as projects not connected to the grid are exempt from certain fees [4][5]. - For example, in Guangdong Province, the average market transaction price in 2025 is projected to be 0.3910 yuan per kWh, while the costs associated with grid connection and operation total 0.2721 yuan per kWh, leading to a total of 0.6631 yuan per kWh. Direct supply from waste incineration can offer a price advantage of 0.05 to 0.08 yuan per kWh compared to using grid electricity [5]. Group 4: Recommended Companies - The notification is expected to benefit companies involved in green electricity direct supply projects, with specific recommendations including Huanlan Environment, Yongxing Co., Conch Venture, Green Power Environmental Protection, Junxin Co., and Weiming Environmental Protection, while also suggesting attention to Wangneng Environment [5].

Investment Rating - The report maintains a "Positive" investment rating for the industry [9] Core Insights - The report emphasizes the recovery of the silver-gold ratio and the simultaneous rise in copper and aluminum prices due to both domestic and international factors [5][6] - Weak employment data in the U.S. has led to increased expectations for a 50 basis point rate cut in September, which is expected to boost precious metals [5][6] - The report suggests that while gold remains a focus for investment, the recovery of the silver-gold ratio indicates potential for silver as well [5][6] Summary by Sections Precious Metals - The report highlights the weak performance of the U.S. labor market and its implications for precious metals, particularly gold and silver [5][6] - It suggests that gold stocks may experience a quarterly-level resonance in terms of price, valuation, and style due to anticipated rate cuts [5][6] - For silver, the report advises attention to its potential to converge with gold as inflation expectations rise [5][6] Industrial Metals - Industrial metals have seen a broad increase, with LME copper rising by 1.7% and aluminum by 3.8% [6][27] - The report notes that domestic policies aimed at stabilizing growth are expected to enhance demand outlook [6] - It indicates that while demand for copper and aluminum may decline in the second half of the year, supply constraints will limit the extent of this decline [6] Strategic and Minor Metals - The report discusses the strategic reassessment of rare earths and tungsten, with a focus on their long-term value due to government policies and market dynamics [7] - It highlights the upward price trend for cobalt and nickel, driven by supply constraints and increasing demand in the battery sector [7] - The report also mentions the bottoming out of lithium prices, with a cautious outlook on future price movements [7]

Core Viewpoint - Weiming Environmental has successfully restored and developed its business through restructuring and resource integration, achieving a new high in operating performance since its restructuring [2] Group 1: Business Performance - In the first half of 2025, Shengyun Environmental achieved a net profit attributable to shareholders of 68.2837 million yuan, marking a record high since the restructuring [2] - The company's waste treatment project operational efficiency continues to improve, and both transportation and environmental equipment businesses are recovering and developing [2] Group 2: Future Strategy - The company plans to deepen business integration, accelerate capacity release, and expand market reach [2] - There is a commitment to track the development of new productive forces and strive for long-term stable growth in company performance [2] - The company will actively monitor changes in capital market regulations to maximize shareholder value [2]

Core Viewpoint - The company, Weiming Environmental Protection, is developing a waste-to-energy project in Wenzhou Longwan that will generate over 300 million kilowatt-hours of green electricity annually, supporting the green energy needs of intelligent computing centers [1] Group 1 - The waste-to-energy project has initiated preliminary construction work and signed a strategic cooperation agreement with China Mobile Communications Group Zhejiang Co., Ltd. to explore a collaborative business model for the intelligent computing center [1] - The green electricity generated from the waste-to-energy project will provide high-quality renewable energy support for regional intelligent computing infrastructure, highlighting its environmental benefits and stable energy supply characteristics [1] - As the demand for intelligent computing grows, this business model has the potential to be replicated in other similar projects by the company [1]