证券代码：603686 证券简称：福龙马 公告编号：2025-074 福龙马集团股份有限公司 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 担个别及连带责任。 福龙马集团股份有限公司（以下简称"公司"）根据业 务开展的实际情况和《公司章程》规定，经总裁办公会审议 通过，同意注销子公司及在浙江省、贵州省设立子公司。上 述投资事项于近期完成相应的工商登记手续，相关事项进展 情况如下： 统一社会信用代码：91330109MAK1BCTW3C 类型：有限责任公司（非自然人投资或控股的法人独资） 一、对外投资事项一 近日，公司分别收到西安市莲湖区数据和行政审批服务 局、海南省市场监督管理局出具的准予注销登记的相关通知 文件，分别予以西安龙马金牌环境工程有限公司、福龙马国 际控股有限公司注销登记。 2025 年度对外投资事项进展公告（十） 上述子公司注销完成后将不再纳入公司合并财务报表 范围，对公司整体业务发展和盈利水平无重大影响，不存在 损害公司及全体股东利益的情形。 二、对外投资事项二 福龙马环境科技（杭州）有限责任公司于近期完成工商 注册登记 ...

证券代码：603686 证券简称：福龙马 公告编号：2025-073 福龙马集团股份有限公司 关于2025年11月环卫服务项目中标的提示性公告 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 担个别及连带责任。 福龙马集团股份有限公司（以下简称"公司"）本月预中 标了内蒙古自治区、天津市、重庆市、辽宁省的环卫服务项 目。公司以临时公告形式对主要中标的环卫服务情况进行自 愿性信息披露，具体内容如下： 一、主要中标项目概况 西青区中北镇生活垃圾转运站投资、建设、运营项目 1、项目编号：0747-2560SCCTJ267 2、项目采购人名称：天津市联盛物业服务有限公司 （1）服务内容：新建生活垃圾中转站，并为覆盖整个 中北镇辖区，包括所有居民区、商业区、工业区以及公共机 构等产生生活垃圾的区域提供垃圾收转运运营服务。 （2）服务期限：合作期为17年，包含1年建设期和16年 运营期 （3）项目年化金额：1,485.62万元 （4）项目总金额：23,769.92万元 4、付费方式：按季度支付 5、调价机制：由于项目合作期长，将根据人工费、材 料费等 ...

截至本公告披露日，公司在履行的环卫服务项目年化合同金额40.93亿元，合同总金额331.10亿元（含项 目顺延服务年限合同金额及已中标项目补充合同金额）。 格隆汇11月28日丨福龙马(603686.SH)公布，公司本月预中标的环卫服务项目数5个，合计首年服务费金 额为8,978.63万元（占公司2024年度经审计营业收入的1.78%），合同总金额为46,248.94万元。截至本 公告披露日，公司本年度环卫服务项目中标数33个，合计首年年度金额为51,206.41万元，合同总金额为 165,443.26万元，这将对公司2026年及以后的经营业绩产生积极影响。 ...

Core Viewpoint - 福龙马 has announced a pre-bid win for five sanitation service projects, which will positively impact its operating performance in 2026 and beyond [1] Group 1: Project Details - The total first-year service fee for the pre-bid projects is 89.7863 million yuan, accounting for 1.78% of the company's audited revenue for 2024 [1] - The total contract value for these projects is 462 million yuan [1] Group 2: Current Projects - As of the announcement date, 福龙马 has won 33 sanitation service projects this year, with a total first-year amount of 512 million yuan and a total contract value of 1.654 billion yuan [1] - The annualized contract amount for the projects currently being executed is 4.093 billion yuan, with a total contract value of 33.11 billion yuan, including extended service years and supplementary contracts for already won projects [1]

Group 1 - The company Fulongma (SH 603686) announced on November 28 that it has pre-qualified for five environmental sanitation service projects, with a total first-year service fee amounting to 89.7863 million yuan, which accounts for 1.78% of the company's audited revenue for 2024 [1] - The total contract value for these projects is approximately 462 million yuan [1] - For the year 2024, the company's revenue composition is as follows: environmental sanitation services account for 75.88%, environmental sanitation equipment manufacturing for 21.4%, other main businesses for 1.76%, and other businesses for 0.96% [1] Group 2 - As of the report, Fulongma's market capitalization is 11.5 billion yuan [1]

Core Viewpoint - The company, Fulongma (603686.SH), has announced the pre-winning of five sanitation service projects this month, which will positively impact its future operating performance [1] Group 1: Project Wins and Financial Impact - The total first-year service fee for the five pre-won projects amounts to 89.79 million yuan, representing 1.78% of the company's audited revenue for 2024 [1] - The total contract value for these projects is 462.49 million yuan [1] - As of the announcement date, the company has won 33 sanitation service projects this year, with a total first-year amount of 512.06 million yuan and a total contract value of 1.65 billion yuan, which is expected to positively influence the company's performance in 2026 and beyond [1] Group 2: Current Contractual Obligations - The annualized contract amount for the sanitation service projects currently being executed by the company is 4.093 billion yuan [1] - The total contract value, including extended service years and supplementary contracts for won projects, is 33.11 billion yuan [1]

Core Points - Recently, Fulongma Environmental Technology (Yinjiang) Co., Ltd. was established with a registered capital of 5 million RMB, fully owned by Fulongma Environmental Technology (Suzhou) Co., Ltd. [1] Company Overview - The legal representative of Fulongma Environmental Technology (Yinjiang) Co., Ltd. is Huang Zongchang [1] - The company operates in the water, environment, and public facility management industry, specifically in ecological protection and environmental governance [1] - The registered address is located in Zhejiang Business City, E'ling Street, Yinjiang Tujia and Miao Autonomous County, Tongren City, Guizhou Province [1] Business Scope - The business scope includes various services such as kitchen waste treatment, urban household waste management services, rural household waste management services, and solid waste governance [1] - The company is also involved in the sale of environmental protection equipment, non-edible plant oil processing and sales, and recycling of renewable resources [1] - The company can independently choose its business operations unless specific projects require approval from relevant authorities [1]

Group 1 - The core viewpoint of the news is that Fulongma's stock has shown significant growth this year, with a year-to-date increase of 163.13% and a market capitalization of 11.196 billion yuan [1] - As of November 26, Fulongma's stock price reached 26.95 yuan per share, with a trading volume of 850 million yuan and a turnover rate of 7.78% [1] - The company has seen a net inflow of main funds amounting to 5.2821 million yuan, with large orders contributing significantly to both buying and selling activities [1] Group 2 - Fulongma's main business involves the research, production, and sales of environmental sanitation equipment, with a revenue composition of 77.01% from environmental industry ecological operations and 20.70% from intelligent equipment [1][2] - As of September 30, the number of shareholders increased by 33.02% to 100,000, while the average circulating shares per person decreased by 24.82% [2] - For the period from January to September 2025, Fulongma reported a revenue of 3.599 billion yuan, a year-on-year decrease of 5.07%, and a net profit attributable to shareholders of 113 million yuan, down 1.83% year-on-year [2] Group 3 - Since its A-share listing, Fulongma has distributed a total of 933 million yuan in dividends, with 273 million yuan distributed over the past three years [3]

Group 1 - The core point of the news is that Fulongma's stock price increased by 4.47% on November 20, with a trading volume of 3.009 billion yuan, indicating positive market sentiment towards the company [1] - On the same day, Fulongma had a financing buy-in amount of 281 million yuan, with a net financing buy of 54.73 million yuan, reflecting strong investor interest [2] - As of November 20, the total balance of margin trading for Fulongma was 784 million yuan, which accounts for 6.79% of its circulating market value [2] Group 2 - Fulongma's main business involves the research, production, and sales of environmental sanitation equipment, with revenue composition being 77.01% from environmental industry ecological operations, 20.70% from intelligent equipment, and 1.30% from other sources [2] - For the period from January to September 2025, Fulongma reported a revenue of 3.599 billion yuan, a year-on-year decrease of 5.07%, and a net profit attributable to shareholders of 113 million yuan, down 1.83% year-on-year [2] - Since its A-share listing, Fulongma has distributed a total of 933 million yuan in dividends, with 273 million yuan distributed over the past three years [3]

Core Insights - On November 20, several companies disclosed their share repurchase and reduction plans, indicating varying levels of confidence in their stock performance [1] Group 1: Share Repurchase Plans - Eddie Precision plans to repurchase A-shares worth between 100 million to 200 million yuan [2] - Aviation Materials plans to repurchase shares worth between 50 million to 100 million yuan [2] - Changshu Bank's executives plan to increase their holdings by no less than 550,000 shares [2] Group 2: Share Reduction Plans - New Hongze's major shareholder reduced their holdings during a period of abnormal stock fluctuations [2] - General Electric's Singapore company plans to reduce its holdings by no more than 3% in China Xidian [2] - Senior management of Lifespring Pharmaceutical plans to reduce their holdings by no more than 0.0044% [2] - Shareholder Zhoushan Ruihao of Wan Feng plans to reduce holdings by no more than 1.75% [2] - Shareholders of Dongxin plan to collectively reduce holdings by no more than 0.71% [2] - Haigang Group, a shareholder of Hainan Mining, plans to reduce holdings by no more than 0.75% [2] - Actual controller Zhang Guifeng of Fulongma reduced 3.7812 million shares from November 19 to November 20 [2] - Shareholder Dongguan Kechuang Investment Group of Shengyi Electronics plans to reduce holdings by no more than 1% [2] - Shareholder Qinyi Partnership of Yayi Technology plans to reduce holdings by no more than 0.25% [2] - Controlling shareholder Yuansi Industrial of New City plans to reduce holdings by no more than 3% [2] - Controlling shareholder of Kaishan plans to reduce holdings by no more than 1% [2] - The largest shareholder of Tuo Jing Technology, the National Fund, plans to reduce holdings by no more than 3% [2] - Controlling shareholder Li Zheng of Wajinjiao plans to reduce holdings by no more than 3% [2] - Shareholder Shanxi Huaxin Hai of Baose plans to reduce holdings by no more than 1% [2] - Shareholders of Huaya Intelligent plan to collectively reduce holdings by 399.21 million shares, accounting for 2.98% of total share capital [2] - Directors and executives of Changxin Bochuang plan to collectively reduce holdings by no more than 0.05% [2] - Shareholders of Longxun plan to collectively reduce holdings by no more than 2.63% [2] - Some directors and executives of Fulede plan to collectively reduce holdings by no more than 0.0104% [2]