南财智讯12月30日电，高能环境公告，公司拟为控股子公司天津高能环保能源有限公司向天津银行股份 有限公司绍兴道支行申请综合授信提供不超过1000.00万元的连带责任保证担保。截至2025年12月30 日，相关担保协议尚未签订。本次担保包含在公司2025年度对外担保预计额度内，无需另行召开董事会 或股东大会审议。 ...

北京高能时代环境技术股份有限公司 2026 年第一次临时股东会 会议资料 二○二五年十二月二十九日 | | | | 一、会议议程 | | --- | | 二、会议须知 … | | 三、会议审议事项 … | | 议案 1:《关于 2026 年日常关联交易预计的议案》 . | | 议案 2:《关于 2026 年公司董事薪酬及独立董事津贴方案的议案》 | | 议案 3:《关于新增 2025 年度对外担保预计额度的议案》 | 北京市海淀区秋枫路 36 号院 1 号楼会议室 3. 会议召集人： 北京高能时代环境技术股份有限公司 2026 年第一次临时股东会会议资料 一、会议议程 1. 会议时间： 现场股东会：2026 年 1 月 7 日（星期三）下午 14：30，会期半天； 网络投票起止时间：自 2026 年 1 月 7 日至 2026 年 1 月 7 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东会召开当日的交易时间段，即 9:15-9:25,9:30-11:30，13:00-15:00；通过互 联网投票平台的投票时间为股东会召开当日的 9:15-15:00。 2. 会议地点： 北京高能时 ...

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].

Group 1 - The core viewpoint of the news is that GaoNeng Environment has shown significant stock performance, with a year-to-date increase of 49.32% and a recent trading volume indicating active market interest [1] - As of December 29, the stock price reached 7.72 yuan per share, with a market capitalization of 11.759 billion yuan [1] - The company has experienced net outflows of main funds amounting to 9.0131 million yuan, with large orders showing mixed buying and selling activity [1] Group 2 - GaoNeng Environment, established on August 28, 1992, specializes in solid waste pollution prevention technology and provides solutions in various sectors including waste treatment and environmental restoration [2] - The company's revenue composition includes 77.68% from hazardous waste resource utilization, 13.49% from environmental operation services, and 8.83% from environmental engineering [2] - As of September 30, the company reported a revenue of 10.16 billion yuan for the first nine months of 2025, a year-on-year decrease of 11.28%, while net profit attributable to shareholders increased by 15.18% to 646 million yuan [2] Group 3 - Since its A-share listing, GaoNeng Environment has distributed a total of 1.125 billion yuan in dividends, with 839 million yuan distributed over the past three years [3] - As of September 30, 2025, the number of shareholders decreased by 16.76% to 40,800, while the average circulating shares per person increased by 20.14% to 37,370 shares [2][3] - The third-largest circulating shareholder is Hong Kong Central Clearing Limited, which increased its holdings by 17.8169 million shares [3]

证券代码：603588 证券简称：高能环境 公告编号：2025-108 北京高能时代环境技术股份有限公司 股东减持股份计划期限届满暨减持股份结果公告 本公司董事会、全体董事及相关股东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。 本次减持计划实施前，北京高能时代环境技术股份有限公司（以下简称"公 司"）控股股东、实际控制人李卫国先生持有公司 263,452,149 股，约占公司总 股本 1,523,234,457 股的 17.30%。 减持计划的实施结果情况 2025 年 12 月 22 日，公司收到控股股东、实际控制人李卫国先生出具的《关 于股份减持计划实施结果的告知函》，本次减持计划披露的减持时间区间已届满。 在此期间，李卫国先生合计减持公司 14,737,500 股，约占公司总股本的 0.97%。 | 一、减持主体减持前基本情况 | | --- | 股东名称 李卫国 股东身份 控股股东、实控人及一致行动人 √是 □否 直接持股 5%以上股东 √是 □否 董事、监事和高级管理人员 √是 □否 其他： 持股数量 263,452,149股 持股比例 ...

每经AI快讯，高能环境（SH 603588，收盘价：7.44元）12月22日晚间发布公告称，2025年12月22日， 公司收到控股股东、实际控制人李卫国先生出具的《关于股份减持计划实施结果的告知函》，本次减持 计划披露的减持时间区间已届满。在此期间，李卫国先生合计减持公司约1474万股，约占公司总股本的 0.97%。本次减持计划实施完毕。 （记者 曾健辉） 每经头条（nbdtoutiao）——新能源重卡爆单了，11月销量同比增长178%！两班倒都供不应求，客户直 接进厂催单，这情景十年难遇 截至发稿，高能环境市值为113亿元。 ...

南财智讯12月22日电，高能环境公告，公司控股股东、实际控制人李卫国在2025年9月23日至12月22日 期间，通过集中竞价交易方式合计减持公司14,737,500股，占公司总股本的0.97%。本次减持计划披露 的减持时间区间已届满，减持后李卫国持股比例由17.30%降至16.33%。减持价格区间为6.75至7.48元/ 股，减持总金额为1.05亿元。本次减持已实施，且与此前披露的减持计划一致，未违反相关承诺。 ...

格隆汇12月22日丨高能环境(603588.SH)公布，2025年12月22日，公司收到控股股东、实际控制人李卫 国先生出具的《关于股份减持计划实施结果的告知函》，本次减持计划披露的减持时间区间已届满。在 此期间，李卫国先生合计减持公司1473.75万股，约占公司总股本的0.97%。 ...

格隆汇12月22日丨高能环境(603588.SH)公布，2025年12月22日，公司收到控股股东、实际控制人李卫 国先生出具的《关于股份减持计划实施结果的告知函》，本次减持计划披露的减持时间区间已届满。在 此期间，李卫国先生合计减持公司1473.75万股，约占公司总股本的0.97%。 ...

Investment Rating - The report maintains a "Buy" rating for key companies in the environmental sector, specifically for Huicheng Environmental, Gaoneng Environment, and Hongcheng Environment [4][7]. Core Insights - The report emphasizes the dual drivers of policy and technology in promoting solid waste recycling and carbon reduction in the industrial sector. It highlights the recent State Council meeting's focus on establishing a comprehensive governance system for solid waste management, aiming for reduction, resource utilization, and harmless disposal [1][11]. - The "National Energy Conservation and Carbon Reduction Technology Equipment Recommendation Directory (2025 Edition)" aims to enhance carbon reduction effectiveness through the promotion of advanced technology across the industrial chain, directly driving down carbon emissions [12][16]. - The report suggests focusing on companies benefiting from carbon neutrality, particularly those with technological advantages and project implementation capabilities, such as Huicheng Environmental and Gaoneng Environment [1][16]. Summary by Sections Investment Outlook - The macroeconomic environment is characterized by historically low interest rates, making high-dividend assets and growth-oriented companies attractive. The report recommends focusing on companies with strong cash flow and low valuations, particularly in the resource recycling sector [2][17]. Industry News - Recent regulatory measures include the issuance of guidelines for urban construction waste management in Hunan Province and an action plan for air pollution control in Xi'an [3][31]. - The environmental sector's performance was mixed, with the sector underperforming the broader market but outperforming the ChiNext index. Notable stock movements included significant gains for Xianhe Environmental and Guozhong Water, while Zhongdong Public Utilities and Yishida saw substantial declines [20][31]. Key Companies - **Huicheng Environmental**: Focuses on hazardous waste resource utilization and has a strong project pipeline, including breakthroughs in waste plastic recycling technology [18][19]. - **Gaoneng Environment**: Aims to become a leading environmental service provider with a robust project portfolio in hazardous waste management [18]. - **Hongcheng Environment**: Demonstrates steady growth with a diversified business model covering water treatment and solid waste disposal, alongside a strong dividend payout [19]. Market Performance - The environmental sector's performance was generally weak, with a decline of 0.84% compared to the Shanghai Composite Index's slight increase of 0.03%. The solid waste sub-sector showed a positive trend with a 1.96% increase [20][31].