证券代码：603588 证券简称：高能环境 公告编号：2026-007 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 | 担保对象 | 被担保人名称 本次担保金额 实际为其提供 的担保余额 | 珠海市新虹环保 开发有限公司（以 下简称"珠海新 虹"） 7,000 35,584.98 | 万元 万元 | 江西鑫科环保高新 技术有限公司（以 下 简 称 " 江 西 鑫 科"） 本次保理业务累计 使用 10,000 万元 额度，本次以占用 江西鑫科担保预计 额度计算 182,327.41 | 金昌高能环境技 术有限公司（以下 简称"金昌高能"） 万元 23,833.23 万元 | | | --- | --- | --- | --- | --- | --- | --- | | | | | | | 6,000 □否 □否 | | | | 是否在前期预 | | | | | | | | 有反担保 | 适用：_________ ...

Market Performance - The environmental governance sector increased by 1.66% on February 3, with Sains leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Top Gainers in Environmental Governance Sector - The top-performing stocks included: - Sains (688480) with a closing price of 81.99, up 13.25% and a trading volume of 39,500 shares, totaling 313 million yuan [1] - Zhonglan Environmental (300854) at 23.62, up 7.46% with 63,300 shares traded, amounting to 148 million yuan [1] - Shanghai Xianba (603200) at 81.85, up 6.28% with 70,000 shares traded, totaling 560 million yuan [1] Decliners in Environmental Governance Sector - Notable decliners included: - Xuelang Environment (300385) at 11.34, down 1.99% with a trading volume of 250,700 shares, totaling 278 million yuan [2] - Guozhong Water (600187) at 2.12, down 1.85% with 973,700 shares traded, amounting to 206 million yuan [2] - Delinhai (688069) at 23.98, down 1.07% with 20,800 shares traded, totaling 50.4 million yuan [2] Capital Flow in Environmental Governance Sector - The environmental governance sector saw a net inflow of 130 million yuan from institutional investors, while retail investors experienced a net outflow of 54.53 million yuan [2] - The main stocks with significant capital inflow included: - Fuzhijie Technology (688335) with a net inflow of 52.43 million yuan, accounting for 13.68% of the total [3] - Huicheng Environmental (300779) with a net inflow of 36.99 million yuan, representing 7.20% [3] - Gaon Environment (603588) with a net inflow of 35.59 million yuan, making up 7.46% [3]

Investment Rating - The report maintains a "Buy" rating for key companies in the environmental sector, specifically recommending Huicheng Environmental, Gaoneng Environment, and Hongcheng Environment [3][12][15]. Core Insights - The report highlights the dual policy drive for solid waste recycling, emphasizing the benefits for leading companies in the sector due to new regulations aimed at promoting green and low-carbon development in industrial parks [1][8]. - It notes the recent decline in carbon trading prices, with the national carbon market closing at 82.00 CNY/ton, reflecting a 2.47% decrease from the previous week [1]. - The macroeconomic environment is characterized by historically low interest rates, which is expected to favor high-dividend and growth-oriented assets in the environmental sector [1][12]. Summary by Sections Investment Views - The report discusses the issuance of the "Management Measures for Ecological Civilization Construction Demonstration Zones (Ecological Industrial Parks)" by the Ministry of Ecology and Environment, which emphasizes "pollution reduction and carbon reduction synergy" as a core assessment criterion for parks [8][9]. - It also covers the implementation of the "Energy Saving Review and Carbon Emission Evaluation Implementation Measures" in Sichuan Province, which mandates carbon emission evaluations for fixed asset investment projects [11][12]. - The report suggests that the current low valuation and institutional holdings in the environmental sector indicate a potential for sustained rebounds [13]. Market Performance Review - During the week of January 26-30, the environmental sector underperformed the broader market, with a decline of 4.33%, compared to a -0.44% drop in the Shanghai Composite Index [16][25]. - Specific sub-sectors such as monitoring and water treatment experienced significant declines, with monitoring down by 6.33% [16]. Key Companies - Huicheng Environmental is noted for its strong growth potential, particularly in hazardous waste management and plastic recycling projects, with a projected EPS growth from 0.22 CNY in 2024 to 4.05 CNY in 2027 [3][15]. - Gaoneng Environment is recognized for its comprehensive environmental system solutions and is expected to benefit from increased project orders [15]. - Hongcheng Environment is highlighted for its consistent dividend payouts and robust management, with a projected EPS growth from 0.93 CNY in 2024 to 1.07 CNY in 2027 [3][15].

Investment Recommendations - Key companies recommended for investment include Longjing Environmental Protection, High Energy Environment, Sains, Hanlan Environment, Green Power Environmental Protection, and others [1] Companies to Watch - Companies suggested for attention include Dayu Water Saving, Lian Tai Environmental Protection, Wang Neng Environment, and others [2] Company Tracking - Jingjin Equipment is a leader in filter press with a market share of over 40%, and its new energy revenue is expected to grow as the lithium battery market recovers [3] - Longjing Environmental Protection has begun delivering pure electric mining trucks, with a projected domestic sales volume of 2,500 units in 2024 [3] - Sains is benefiting from rising rhenium prices driven by aerospace demand, with a rhenium price of 39.26 million yuan/ton expected by January 2026 [3] - High Energy Environment's performance exceeded expectations, driven by improvements in resource recycling profitability and strategic expansion into upstream mining [3] Event Tracking - The Shanghai Old Port Eco-Environmental Base has launched green methanol, marking a significant advancement in carbon utilization technology [4] Strategic Outlook for 2026 - The strategy emphasizes value and growth resonance, focusing on marketization and efficiency improvements in the solid waste sector [5] - Key recommendations include Hanlan Environment, Green Power, and others for their potential in dividend growth and operational efficiency [5] Industry Tracking - The sanitation equipment sector is seeing significant growth, with a 150% increase in unmanned sanitation project bids and a 71% increase in sales of new energy sanitation vehicles [7] - The market for biofuels remains stable, with prices for kitchen waste oil increasing by 100 yuan/ton [8] - Lithium battery recycling is experiencing price fluctuations, with carbonated lithium prices down by 6.2% as of January 30, 2026 [8]

Investment Rating - The report maintains an "Outperform" rating for the environmental protection industry [2] Core Insights - The environmental protection industry is entering a significant performance period, with expectations for intensified carbon reduction efforts [1] - The year 2026 marks the transition from energy consumption control to carbon emission control, with substantial progress anticipated in carbon reduction initiatives [5] - The report highlights the importance of companies focusing on performance and increased dividends, with 61 environmental companies expected to release their 2025 performance forecasts [5] Summary by Sections 2025 Performance Forecast - 61 environmental companies have released performance forecasts, with 14 companies expecting significant positive growth, 4 companies experiencing declines, 8 companies turning losses into profits, and 35 companies reporting losses [12] - Notable performers include: - Anhui Instrument Technology: Expected net profit of 42-62 million CNY, a year-on-year increase of 191.52%-330.34% [12] - GaoNeng Environment: Expected net profit of 750-900 million CNY, a year-on-year increase of 55.66%-86.79% [12] - Yuehai Investment: Expected net profit growth of 43%, reaching nearly 4.5 billion HKD [13] Biodiesel and UCO Market - The average export price of UCO is expected to reach 7,742 CNY/ton in 2025, a year-on-year increase of 21.6% [19] - UCO export volume remains high, with a total of 2.7558 million tons exported in 2025, despite a 17% decline in biodiesel exports [19] - The price of UCO has shown a consistent upward trend, with the latest price reaching 1,075 USD/ton, a 9.1% increase from early 2025 [29] Policy and Market Tracking - The report tracks significant developments in carbon reduction policies, including the establishment of a dual control system for carbon emissions and energy consumption [33] - The carbon trading market has seen a total transaction volume of 862,100 tons, with a closing price of 79.00 CNY/ton as of January 30, 2026 [36] - Recent policies emphasize energy efficiency and carbon reduction in public institutions, aligning with the "14th Five-Year Plan" goals [38]

高能环境 20260129 摘要 高能环境通过收购湖南三家矿业公司获得金矿探矿权，标志着其业务从 再生资源向原生资源的重要拓展，预示着新的增长点。 2025 年业绩预告显示，高能环境归母净利润预计达 7.5 至 9 亿元，同 比增长显著，主要受益于金属价格上涨、新产能投产（如珠海新宏项 目）以及技改和产品升级。 受益于贵金属价格上涨，高能环境通过再生资源业务的价差收益和存货 增值，显著提升了运营利润，独特的商业模式使其充分受益于市场行情。 高能环境收购的四个金矿项目已探明储量约 4.5 吨黄金，品位为 3-6 克/ 吨，预计每吨净利可达 7 亿元以上，预计 2028 年开始产生实际收益。 未来，高能环境将侧重现有项目的精细化管理，扩展前端初始资源化和 加强中后端深度资源化，形成江西新科、金昌高能等核心企业联动的发 展模式。 公司正推进港股上市，积极拓展海外资源和环保业务，国际化是其长期 发展的重要战略方向，有望通过再融资布局国际市场。 金矿投产后，预计每年利润大致为 1.5 亿至 3 亿元，对应市值空间为 22.5 亿至 45 亿，加之未探明新矿的增长潜力，公司投资价值显著。 Q&A 高能环境在再生资源和矿产 ...

证券之星消息，1月29日环境治理板块较上一交易日下跌0.59%，倍杰特领跌。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。环境治理板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300774 | 倍杰特 | 24.80 | -6.94% | 19.14万 | 5.07亿 | | 688480 | 塞恩斯 | 79.88 | -6.57% | 3.30万 | 2.70亿 | | 603588 | 高能环境 | 10.36 | -5.39% | 97.03万 | 10.27亿 | | 301127 | 武汉天源 | 17.53 | -4.62% | 21.03万 | 3.76亿 | | 688370 | 人麟科技 | 28.69 | -4.53% | 2.25万 | 6619.13万 | | 301305 | 朗坤科技 | 26.34 | -4.11% | 8.20万 | 2.20亿 | | 301148 | 嘉戎技术 | 5 ...

从基金十大重仓股角度 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%。 1月29日，高能环境跌5.02%，截至发稿，报10.40元/股，成交8.52亿元，换手率5.26%，总市值158.42亿 元。 截至发稿，左金保累计任职时间10年326天，现任基金资产总规模21.02亿元，任职期间最佳基金回报 174.09%， 任职期间最差基金回报-52.72%。 责任编辑：小浪快报 数据显示，长信基金旗下1只基金重仓高能环境。长信量化中小盘股票A（519975）四季度持有股数 47.33万股，占基金净值比例为1.54%，位居第十大重仓股。根据测算，今日浮亏损失约26.03万元。 长信量化中小盘股票A（519975）成立日期2015年2月4日，最新规模 ...

Market Overview - The environmental governance sector saw a slight increase of 0.02% on January 28, with Feinan Resources leading the gains [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Stock Performance - Feinan Resources (301500) closed at 21.11, with a significant increase of 20.01%, trading volume of 516,300 shares, and a transaction value of 1.02 billion [1] - Other notable performers included: - Gaon Environment (603588) at 10.95, up 6.10%, with a transaction value of 0.876 billion [1] - ST Jinglan (000711) at 1.98, up 4.76%, with a transaction value of 0.339 billion [1] - Huaxin Environmental (301265) at 15.35, up 4.49%, with a transaction value of 0.357 billion [1] Capital Flow - The environmental governance sector experienced a net inflow of 4.9944 million from institutional investors, while retail investors saw a net outflow of 32.647 million [2] - The sector's capital flow indicates that while institutional investors are buying into the sector, retail investors are selling off their positions [2] Individual Stock Capital Flow - Notable capital flows for specific stocks include: - Zhejiang Fu Holdings (002266) with a net inflow of 11.7 million from institutional investors [3] - Gaon Environment (603588) had a net inflow of 85.3198 million from institutional investors but a net outflow of 67.7321 million from retail investors [3] - Donghu Gaoxin (600133) saw a net inflow of 66.2960 million from institutional investors, with retail investors also selling off [3]

证券之星消息，1月27日环境治理板块较上一交易日下跌0.82%，顺控发展领跌。当日上证指数报收于 4139.9，上涨0.18%。深证成指报收于14329.91，上涨0.09%。环境治理板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688679 | 通線坏境 | 59.05 | 9.88% | 6.87万 | | 3.88亿 | | 300854 | 中兰环保 | 21.32 | 6.87% | 7.96万 | | 1.66亿 | | 688370 | 从蔚枝 | 29.04 | 4.54% | 4.21万 | | 1.21亿 | | 000711 | ST京蓝 | 1.89 | 3.85% | 231.01万 | | 4.35亿 | | 688701 | 草锦股份 | 11.50 | 3.32% | 6.52万 | | 7359.08万 | | 300385 | 雪浪环境 | 9.98 | 2.89% | 31.71万 | | 3.06亿 | | 6035 ...