证券代码：603588 证券简称：高能环境 公告编号：2025-085 北京高能时代环境技术股份有限公司 关于股份回购进展公告 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。 重要内容提示： | 回购方案首次披露日 | 2025/7/25，由公司控股股东、实际控制人李卫国 | | | | | --- | --- | --- | --- | --- | | | 先生提议 | | | | | 回购方案实施期限 | 2025 年 月 年 7 月 23 日 | 7 | 24 | 日~2026 | | 预计回购金额 | 10,000万元~15,000万元 | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | | | | □用于转换公司可转债 | | | | | | □为维护公司价值及股东权益 | | | | | 累计已回购股数 | 1,679.6456万股 | | | | | 累计已回购股数占总股本比例 | 1.10% | | | | | 累计已回购金额 | 13,020.6659万元 | | | ...

证券代码：603588 证券简称：高能环境 公告编号：2025-086 北京高能时代环境技术股份有限公司 关于入选印度尼西亚废物转化能源项目选定供应商 名单的公告 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 风险提示： 本次为北京高能时代环境技术股份有限公司（以下简称"公司"）入选印度 尼西亚环境友好型废物转化能源项目选定供应商名单，后续公司还需参加具体项 目的合作伙伴选择程序，最终合作投资资格取得及后续合同签署执行存在不确定 性。公司将根据相关事项后续进展情况履行相应的信息披露义务，敬请广大投资 者注意投资风险。 本次为公司入选印度尼西亚环境友好型废物转化能源项目选定供应商名单， 后续公司还需参加具体项目的合作伙伴选择程序，最终合作投资资格取得及后续 合同签署执行存在不确定性。公司将根据相关事项后续进展情况履行相应的信息 披露义务，敬请广大投资者注意投资风险。 特此公告。 北京高能时代环境技术股份有限公司董事会 2025 年 11 月 3 日 公 司 近 日 收 到 印 度 尼 西 亚 主 权 投 资 基 金 PT Danantara Investment Management 发来的通 ...

Core Viewpoint - High Energy Environment has been selected as a supplier for Indonesia's environmentally friendly waste-to-energy project by PT Danantara Investment Management, although the final investment qualification and contract execution remain uncertain [1] Group 1 - The company received a notification from PT Danantara Investment Management confirming its inclusion in the supplier list for the waste-to-energy project in Indonesia [1] - The company will need to participate in the partner selection process for the specific project, indicating further steps before finalizing any agreements [1] - The selection as a supplier will not have a direct impact on the company's financial status or operational results for the year 2025 [1]

Core Points - The company, GaoNeng Environment (603588.SH), announced a share buyback program that will last until October 31, 2025 [1] - A total of 16,796,456 shares have been repurchased, representing approximately 1.10% of the company's total share capital [1] - The highest price paid for the repurchased shares was 8.27 CNY per share, while the lowest price was 6.46 CNY per share [1] - The total amount spent on the buyback is approximately 130.21 million CNY, excluding stamp duty and transaction commissions [1]

格隆汇11月3日丨高能环境(603588.SH)公布，截至2025年10月31日，公司通过上海证券交易所系统以集 中竞价交易方式累计回购公司股份1,679.6456万股，已回购股份占公司总股本的比例约为1.10%，回购 成交的最高价为8.27元/股，最低价为6.46元/股，已支付的总金额为人民币13,020.6659万元（不含印花 税、交易佣金等费用）。 ...

Core Viewpoint - The company, GaoNeng Environment (603588.SH), has been selected as a supplier for Indonesia's environmentally friendly waste-to-energy project by the sovereign wealth fund PT Danantara Investment Management, indicating recognition of its technical capabilities and management skills [1] Group 1: Company Recognition - The selection as a supplier reflects the Indonesian sovereign fund's acknowledgment of the company's strengths in technology development, financial management, project investment, construction, and operational management [1] - This opportunity is expected to help the company expand its waste-to-energy business in Belt and Road Initiative countries, facilitating growth in the overseas waste-to-energy market [1] Group 2: Financial Impact - The inclusion in the supplier list will not have a direct impact on the company's financial status or operational results for the year 2025 [1]

高能环境公告称，公司近日收到印尼主权投资基金通知，正式入选印尼环境友好型废物转化能源项目选 定供应商名单。这显示出对方对公司技术、财务和管理水平的认可，有助于公司拓展"一带一路"国家及 海外垃圾焚烧发电市场，但对2025年财务及经营成果无直接影响。后续公司需参加具体项目的合作伙伴 选择程序，合作投资资格取得及合同签署执行存在不确定性。 ...

Investment Rating - The report maintains a "Buy" rating for key companies in the environmental sector, including High Energy Environment, Huicheng Environmental, and Hongcheng Environment [5][36]. Core Insights - The environmental remediation sector is expected to benefit significantly from new policies aimed at promoting green transformation and enhancing land value through soil remediation and capacity replacement [1][19]. - The Ministry of Industry and Information Technology has introduced new regulations for capacity replacement in the steel industry, which will directly benefit sub-sectors such as industrial solid waste treatment and environmental monitoring [1][19]. - The report highlights the strong performance of the environmental sector, which has outperformed the broader market indices, indicating a potential for continued growth [39]. Summary by Sections Investment Views - The Ministry of Ecology and Environment has issued a notice to standardize the "environmental remediation + development" model, which aims to enhance the technical threshold and project scale in the environmental remediation industry [10][18]. - The new steel industry capacity replacement regulations emphasize strict replacement ratios and comprehensive supervision, which are expected to drive quality improvements and green transformation in the industry [19][35]. - The current macroeconomic environment, characterized by historically low interest rates, favors investments in high-dividend and growth-oriented assets, particularly in the environmental sector [2][36]. Market Performance - The environmental sector has shown strong performance, with a weekly increase of 1.16%, outperforming both the Shanghai Composite Index and the ChiNext Index [39]. - Key sub-sectors within the environmental industry, such as air quality and solid waste management, have also demonstrated positive growth, with notable individual stock performances [39]. Industry News - Recent legislative changes, including amendments to the Environmental Protection Tax and new energy-saving regulations in Guangdong, are expected to further support the environmental sector's growth [47][48]. - The introduction of "Industrial Green Effect Loans" in Chongqing aims to facilitate the green transformation of the manufacturing sector, indicating a broader trend towards sustainable financing [48].

Core Viewpoint - The company plans to issue H shares and list on the Hong Kong Stock Exchange to enhance its international business development and improve its global brand image while diversifying financing channels [2] Group 1: IPO and Financial Performance - The company is advancing its IPO process, which is expected to catalyze the revaluation of its A-share stock if successful [2] - As of Q3 2025, the company achieved a net profit attributable to shareholders of 646 million yuan, a year-on-year increase of 15.18%, with a non-recurring net profit of 600 million yuan, up 29.03% [2] - The core project, Jinchang High-Energy Production Process, has shown promising results, with a net profit of 104 million yuan in H1 2025, marking a turnaround [2] Group 2: International Expansion and Resource Strategy - The company is actively expanding its overseas market presence in various sectors, including hazardous waste resource utilization and traditional environmental protection projects, focusing on Southeast Asia, Latin America, and Africa [3] - The company has established stable raw material supply channels in multiple regions and is extending its operations into the upstream mining sector [3] - Successful issuance of H shares is expected to support the company's overseas and mining resource business expansion [3] Group 3: Profit Forecast - Revenue projections for 2025-2027 are estimated at 150.02 billion yuan, 176.49 billion yuan, and 207.90 billion yuan, with year-on-year growth rates of 3.46%, 17.65%, and 17.80% respectively [3] - Net profit attributable to shareholders is forecasted to be 730 million yuan, 883 million yuan, and 1.021 billion yuan for the same period, with growth rates of 51.46%, 20.93%, and 15.64% respectively [3] - The corresponding price-to-earnings ratios based on the closing price on October 29, 2025, are projected to be 16.01, 13.24, and 11.45 [3]

Group 1 - The QFII system has become a significant channel for foreign capital to enter the A-share market since its introduction in 2002, with distinct stock selection preferences and investment styles compared to domestic funds [1][8] - In the third quarter, at least 121 stocks were increased in holdings by QFII, with the most significant increases not in the semiconductor sector but in electrical equipment, machinery, hardware, and chemicals [2][3] - Major QFII institutions like Morgan Stanley and Abu Dhabi Investment Authority have continued to increase their positions in A-shares, with a focus on a diversified portfolio of stocks [1][2] Group 2 - The top five industries with the most significant QFII increases in holdings in the third quarter were machinery, hardware equipment, electrical equipment, semiconductors, and chemicals [2] - Notably, only one stock from the banking sector, Nanjing Bank, was among the top 20 stocks increased by QFII, with a significant increase of 124 million shares by BNP Paribas [4] - Abu Dhabi Investment Authority has a concentrated investment style, holding only 22 stocks, and has made selective increases and decreases in its holdings, including a notable reduction in its stake in Zijin Mining [5][6] Group 3 - The GATES FOUNDATION TRUST has a concentrated portfolio with a preference for small-cap stocks, holding only two stocks at the end of the third quarter [6] - The Macau Monetary Authority has been active in increasing its holdings, particularly in the non-ferrous metals, food and beverage, and automotive sectors [7] - The QFII system is expected to expand further, with over 900 qualified foreign investors and ongoing reforms aimed at making it easier for foreign investors to participate in the Chinese market [8]