每经头条（nbdtoutiao）——地方国资开始"抄底"法拍房！单价六七千元"扫货"广州南沙区超60套房 源，同小区二手房挂牌均价逾2万元 每经AI快讯，高能环境1月23日晚间发布公告称，截至本公告披露日，北京高能时代环境技术股份有限 公司控股股东、实际控制人李卫国先生持有公司股份约2.49亿股，约占公司总股本比例为16.33%。本次 办理部分股份解除质押后，李卫国先生累计质押股份数量为8941万股，约占其个人持有公司股份比例为 35.95%。 （记者 曾健辉） ...

证券代码：603588 证券简称：高能环境 公告编号：2026-006 北京高能时代环境技术股份有限公司 关于控股股东、实际控制人部分股份解除质押的公告 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。 重要内容提示： 截至本公告披露日，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股份 248,714,649 股，约占公 司总股本比例为 16.33%。本次办理部分股份解除质押后，李卫国先生累计质押 股份数量为 89,410,000 股，约占其个人持有公司股份比例为 35.95%。 | 持股比例 | 16.33% | | --- | --- | | 剩余被质押股份数量 | 89,410,000 股 | | 剩余被质押股份数量占其所持股份比例 | 35.95% | | 剩余被质押股份数量占公司总股本比例 | 5.87% | 本次解除质押股份暂无后续质押计划。李卫国先生后续将根据资金需求确定 是否继续质押其所持有的公司股份，并根据后续质押情况及时履行告知义务，公 司将及时予以披露。 二、 ...

南财智讯1月23日电，高能环境公告，公司控股股东、实际控制人李卫国先生于2026年1月22日将其质押 给国泰海通证券股份有限公司的3500.00万股无限售条件流通股解除质押。 ...

资料显示，北京高能时代环境技术股份有限公司位于北京市海淀区秋枫路36号院1号楼高能环境大厦， 成立日期1992年8月28日，上市日期2014年12月29日，公司主营业务涉及从事固体废物污染防治技术研 究和应用,在垃圾处理、矿山能源、煤化工、石油化工、水利生态和环境修复等领域提供固体废物污染 防治系统解决方案和工程承包服务。主营业务收入构成为：固废危废资源化利用77.68%，环保运营服 务13.49%，环保工程8.83%。 高能环境所属申万行业为：环保-环境治理-固废治理。所属概念板块包括：节能环保、小金属、固废处 理、沪股通、一带一路等。 截至9月30日，高能环境股东户数4.08万，较上期减少16.76%；人均流通股37370股，较上期增加 20.14%。2025年1月-9月，高能环境实现营业收入101.60亿元，同比减少11.28%；归母净利润6.46亿元， 同比增长15.18%。 1月22日，高能环境盘中下跌2.06%，截至10:15，报9.49元/股，成交1.63亿元，换手率1.11%，总市值 144.55亿元。 资金流向方面，主力资金净流出253.96万元，特大单买入368.69万元，占比2.27%， ...

Core Perspective - The transformation of waste management in Beijing, exemplified by the Liulitun landfill turning into a recreational park, reflects China's shift from "end-of-pipe treatment" to "value creation" in the environmental industry, driven by dual goals of carbon neutrality and waste-free cities [1] Group 1: Technological Upgrades - Continuous technological breakthroughs are the core driver for realizing the potential value of waste, particularly in solid waste management [2] - Advanced technologies like waste incineration for energy generation allow for economic benefits, with valuable metals being recovered from incineration ash, maximizing the industrial value of household waste [2] - The integration of smart tools and lean management in waste processing facilities enhances operational efficiency and maximizes the economic benefits of individual power plants [3] Group 2: Industry Collaboration - Full industry chain collaboration is essential for maximizing value, with companies emphasizing the importance of synergy and intelligent systems in their operations [3] - The implementation of integrated urban sanitation and smart waste classification systems can lead to efficient waste collection and precise source classification, contributing to energy efficiency and reduced carbon emissions [4] Group 3: Policy Support - The transformation of waste into wealth is supported by government policies, such as the State Council's action plan for solid waste management, which aims for significant improvements by 2030 [5] - The environmental industry is undergoing a profound change from end-of-pipe treatment to value extraction throughout the entire process, driven by technological advancements and policy incentives [5] Group 4: Market Expansion - The overseas market is emerging as a new growth area for the industry, with companies adapting domestic waste management models to fit local regulations and cultural contexts [6] - Successful localization strategies involve precise adjustments of core technologies to meet the specific needs of target markets, ensuring effective performance in diverse environments [6] - The practice of transforming waste into valuable resources is reshaping the value logic of the environmental industry, aiming for a harmonious coexistence between humans and nature [6]

Investment Rating - The report maintains a "Buy" rating for the environmental protection industry [1] Core Insights - The report emphasizes the importance of Sustainable Aviation Fuel (SAF) as the only viable solution for aviation decarbonization, highlighting the scarcity and value of waste oil resources during the SAF expansion cycle [14][15] - The environmental protection sector is expected to experience significant growth driven by policy support and market dynamics, particularly in waste management and renewable energy [20][21] Industry Trends - The 2026 ecological and environmental work conference set the tone for the industry's upgrade, focusing on source governance and modern monitoring systems [10][11] - The SAF market is projected to see a substantial increase in demand, with the EU mandating a gradual increase in SAF blending ratios from 2% in 2025 to 70% by 2050 [15][16] - The report notes a significant increase in the sales of new energy sanitation vehicles, with a projected growth rate of 70.9% in 2025 [26] Company Recommendations - Key companies recommended for investment include: - Hanlan Environment - Longjing Environmental Protection - Green Power - Everbright Environment - Weiming Environmental Protection - Yuhua Investment - Jinfeng Energy [4] - Companies to watch include: - Dayu Water Saving - Lian Tai Environmental Protection - Wangneng Environment [4] Market Dynamics - The report highlights the increasing value of waste oil resources, driven by the rising demand for SAF and the expansion of production capacity [18] - The report indicates that the price of SAF is expected to rise significantly due to supply constraints, with potential profitability for SAF producers [15][18] Strategic Focus - The report outlines three main strategic focuses for 2026: 1. Value and growth resonance driven by marketization and efficiency improvements in waste management [20] 2. Quality growth through second curve development and AI empowerment in sanitation [22] 3. Carbon neutrality initiatives, emphasizing the importance of renewable resources and waste resource utilization [24]

Investment Rating - The report maintains a "Buy" rating for key companies in the environmental sector, including 惠城环保 (Huicheng Environmental), 高能环境 (Gaoneng Environment), and 洪城环境 (Hongcheng Environment) [4]. Core Insights - The report highlights the release of multi-dimensional policy dividends that accelerate the expansion of solid waste recycling, benefiting leading companies in the energy-saving and environmental protection sectors [1]. - The introduction of the "Interim Measures for the Recycling and Comprehensive Utilization of Used Power Batteries for New Energy Vehicles" aims to enhance resource recycling efficiency and support the green, low-carbon development of the new energy vehicle industry [11]. - The "Hunan Province Zero Carbon Factory Construction Plan" focuses on low-carbon transformation across manufacturing processes, establishing a foundation for achieving carbon peak and carbon neutrality [17]. Summary by Sections Investment Views - The report emphasizes the favorable policies for solid waste management and the expected growth in demand for resource recycling, recommending attention to leading companies in solid waste management such as 格林美 (Greeenme) and environmental monitoring firms like 雪迪龙 (Xuedilong) [1][12]. - The current macroeconomic environment, characterized by historically low interest rates, presents opportunities for high-dividend assets and growth-oriented companies [2][19]. Market Performance - The environmental sector underperformed, with a weekly decline of 1.74%, lagging behind the broader market indices [3][22]. - The report notes that the solid waste sub-sector showed a positive growth of 1.53%, while other sub-sectors like air quality and energy-saving experienced declines [3][22]. Key Announcements - The report outlines significant policy developments, including the launch of the "Industrial Internet Platform High-Quality Development Action Plan" and the "Comprehensive Green Manufacturing System Action Plan" in Sichuan Province, aimed at enhancing industrial sustainability [33][34]. - The report also mentions the carbon emissions trading market, with a total transaction volume of 8.7 billion tons and a cumulative transaction value of 582 billion yuan as of January 16, 2026 [2]. Focused Companies - 惠城环保 (Huicheng Environmental) is recognized for its strong growth potential, particularly in hazardous waste projects and the recycling of waste plastics, with a projected EPS growth from 0.22 yuan in 2024 to 4.05 yuan in 2027 [4]. - 高能环境 (Gaoneng Environment) aims to become a leading global environmental service provider, with a focus on hazardous waste resource utilization and environmental engineering [21]. - 洪城环境 (Hongcheng Environment) is highlighted for its consistent performance and high dividend yield, with a projected EPS of 1.03 yuan in 2026 [4].

Investment Rating - The report maintains a "Positive" investment rating for the environmental protection industry, consistent with the previous rating [2]. Core Insights - Environmental companies are actively expanding into upstream mining sectors to create a second growth curve, leveraging synergies between resource control and environmental services [3][18]. - The integration of environmental and mining operations is expected to enhance resource security, optimize costs, and improve compliance with environmental regulations [18]. - The report highlights specific companies such as GaoNeng Environment, BeiJieTe, and LongJing Environment as key players in this strategic shift towards mining [19][20][25]. Market Performance - As of January 16, the environmental sector saw a 0.3% increase, outperforming the broader market, which declined by 0.45% [10]. - Sub-sectors within the environmental industry showed varied performance, with water treatment and environmental equipment sectors performing well, while air treatment and resource recovery sectors faced declines [13][16]. Industry Dynamics - Recent regulatory developments include the issuance of guidelines for the recycling and utilization of used batteries from electric vehicles, aimed at establishing a comprehensive management system [29]. - The report discusses the importance of industrial green microgrid construction as a means to promote low-carbon transitions in industrial energy use [30]. Company Announcements - GaoNeng Environment announced the acquisition of a 45.2% stake in three mining companies, gaining exploration rights to several gold mines with a total proven gold content of 4,474 kg [19]. - BeiJieTe has secured mining rights for copper and lithium in Xinjiang, aligning with national policies promoting ecological restoration and green development [20][21]. - LongJing Environment is focusing on green mining and new energy equipment, leveraging its relationship with Zijin Mining to enhance its project capabilities [25]. Investment Recommendations - The report suggests that the "14th Five-Year Plan" will sustain high demand for energy conservation and environmental protection, with water and waste incineration sectors expected to see stable profitability [53]. - Key recommendations include companies like HanLan Environment, XingRong Environment, and HongCheng Environment, with additional attention on companies such as WangNeng Environment and JinYuan Co [53].

证券代码：603588 证券简称：高能环境 公告编号：2026-005 北京高能时代环境技术股份有限公司 关于为全资子公司及控股子公司提供担保的公告 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。 重要内容提示： 担保对象及基本情况 | | 被担保人名称 | 湖北高能鹏富环 保科技有限公司 （以下简称"高能 鹏富"） | | 江西鑫科环保高新 技术有限公司（以 下 简 称 西 鑫 科"） | " 江 | | 金昌高能环境技 术有限公司（以下 简称"金昌高能"） | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 本次担保金额 | 10,000 | 万元 | 万元 | 27,000 | | 19,000 | 万元 | | 担保对象 | 实际为其提供 的担保余额 | 59,315 | 万元 | 182,327.41 万元 | | | 23,833.23 | 万元 | | | 是否在前期预 计额度内 | 是 □否 适用：_________ | □不 |  ...

1月15日，高能环境涨0.79%，成交额3.66亿元。两融数据显示，当日高能环境获融资买入额3678.84万 元，融资偿还6065.81万元，融资净买入-2386.97万元。截至1月15日，高能环境融资融券余额合计7.68 亿元。 融资方面，高能环境当日融资买入3678.84万元。当前融资余额7.66亿元，占流通市值的5.66%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，高能环境1月15日融券偿还200.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量18.25万股，融券余额162.24万元，超过近一年70%分位水平，处于较高位。 机构持仓方面，截止2025年9月30日，高能环境十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股4694.56万股，相比上期增加1781.69万股。 责任编辑：小浪快报 资料显示，北京高能时代环境技术股份有限公司位于北京市海淀区秋枫路36号院1号楼高能环境大厦， 成立日期1992年8月28日，上市日期2014年12月29日，公司主营业务涉及从事固体废物污染防治技术研 究和应用,在垃圾处理、矿山能源、煤化工、石油化工、水利生态 ...