证券代码：603797 证券简称：联泰环保 公告编号：2026-006 广东联泰环保股份有限公司 关于控股股东部分股份解除质押及再质押的公告 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： ● 广东联泰环保股份有限公司（以下简称"公司"）控股股东—广东省联泰 集团有限公司（以下简称"联泰集团"）持有公司股份 260,517,371 股，占公司总 股本 45.18%；本次联泰集团解除质押公司股票 17,690,000 股，占其所持股份比 例为 6.79%，占公司总股本比例为 3.07%；本次联泰集团再质押公司股票 12,500,000 股，占其所持股份比例为 4.80%，占公司总股本比例为 2.17%；联泰 集团本次解除质押及再质押后，累计质押公司股票 196,200,000 股，占其持股数 量的比例为 75.31%，占公司总股本比例为 34.03%。 2026 年 3 月 26 日，公司收到联泰集团函告，其质押的公司部分流通股股份 办理了部分解除质押及再质押，并在中国证券登记结算有限责任公司办理了解除 质押及再 ...

证券代码：603797 证券简称：联泰环保 公告编号：2026-005 广东联泰环保股份有限公司 关于持股 5%以上股东质押部分股票及解除质押的 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： 1 | | | (二) 本次被质押股份不涉及用作重大资产重组业绩补偿等事项的担保或其 他保障用途的情况。 (三) 公司股份解除质押情况 | 股东名称 | 深圳市联泰投资集团有限公司 | | | --- | --- | --- | | 本次解除质押股份 | 33,000,000 | 股 | | 占其所持股份比例 | | 46.17% | | 占公司总股本比例 | | 5.72% | | 解除质押时间 | 2026 年 3 月 | 23 日 | | 持股数量 | 71,469,440 | 股 | | 持股比例 | | 12.39% | | 剩余被质押股份数量 | 24,000,000 | 股 | | 剩余被质押股份数量占其所持股份比例 | | 33.58% | | 剩余被质押股份数量占公司总股本比例 | | 4.16% ...

Investment Rating - The report maintains an "Accumulate" rating for the environmental protection industry [1]. Core Views - The environmental protection industry is experiencing significant growth, with companies like Longjing Environmental and Guangda Environment showing substantial increases in revenue and profit [1][6]. - The report emphasizes the importance of cash flow and green value in the waste-to-energy sector, highlighting the potential for growth in overseas markets [1][6]. - The report outlines a strategic focus on energy-saving equipment and industrial green transformation, driven by government policies and market dynamics [9][10]. Industry Trends - The report notes a 34% increase in Longjing Environmental's profit, with a revenue of 11.1 billion yuan, reflecting a strong performance despite impairment losses [1][6]. - Guangda Environment's revenue structure is shifting, with operational income increasing to 72% of total revenue, while construction income has decreased significantly [1][6]. - The report highlights the rising prices of biofuels, particularly bio-jet fuel, which has seen a 24.4% increase in Europe and a 4.7% increase in China [19][20]. Company Performance - Longjing Environmental's revenue for 2025 is reported at 11.9 billion yuan, a 43% increase after accounting for impairment [1][6]. - Guangda Environment's financial expenses have decreased, contributing to a net profit increase of 16% [1][6]. - The report recommends several companies for investment, including Longjing Environmental, Guangda Environment, and others, based on their growth potential and market positioning [1][6]. Policy Tracking - The report discusses the "High-Quality Development Implementation Plan for Energy-Saving Equipment," which focuses on six key types of energy-saving equipment to support industrial green transformation [9][10]. - It emphasizes the need for optimizing energy systems and integrating artificial intelligence into energy-saving equipment to enhance efficiency and reduce carbon emissions [9][10]. Market Dynamics - The report indicates a significant increase in the sales of new energy sanitation vehicles, with a 70.9% year-on-year growth, reflecting a growing trend towards electrification in the sanitation sector [34][42]. - The report also notes a decline in lithium and cobalt prices, impacting profitability in the lithium battery recycling sector [48][49].

证券代码：603797 证券简称：联泰环保 公告编号：2026-004 广东联泰环保股份有限公司 关于持股 5%以上股东质押部分股票的公告 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： ● 广东联泰环保股份有限公司（以下简称"公司"）持股 5%以上股东—深圳 市联泰投资集团有限公司（以下简称"联泰投资"）持有公司股份 71,469,440 股， 占公司总股本 12.39%；本次联泰投资质押 14,000,000 股，占其所持股份比例为 19.59%，占公司总股本比例 2.43%。截至本公告日，联泰投资累计质押公司股票 47,000,000股（含本次），占其持股数量的比例为65.76%，占公司总股本比例8.15%。 一、 公司股份质押 2026 年 3 月 19 日，公司收到联泰投资函告，其持有的公司部分流通股股份 被质押，并在中国证券登记结算有限责任公司办理了质押登记手续。具体事项如 下： (二) 本次被质押股份不涉及用作重大资产重组业绩补偿等事项的担保或其 他保障用途的情况。 1 (三) 股东累计质押股份情 ...

Investment Rating - The report maintains a rating of "Add" for the environmental protection industry [1]. Core Insights - The 2026 government work report emphasizes accelerating the comprehensive green transformation and constructing a new energy system, with a target of reducing carbon emissions per unit of GDP by 3.8% [9][10]. - Companies such as Weiming and Wangneng have successfully won contracts for waste incineration projects in Indonesia, marking a significant step for solid waste management overseas [16][17]. - The report highlights the growth potential in the environmental protection sector driven by policy support and economic validation, particularly in areas like waste incineration and electric sanitation vehicles [25][30]. Summary by Sections Government Policy Insights - The 2026 government work report outlines a shift from energy consumption control to carbon emission control, with specific targets for reducing carbon emissions per unit of GDP [9][10]. - The report also introduces a national low-carbon transition fund to foster new growth points in hydrogen and green fuels, marking a significant policy shift [11][12]. Company Developments - Weiming Environmental has been awarded a contract for a 1500 tons/day waste incineration project in Bali, Indonesia, with a 30-year operational period [16][17]. - Wangneng Environmental has also secured a similar project in Indonesia, indicating a growing trend of Chinese companies expanding into international waste management markets [18][19]. Industry Trends - The report notes a significant increase in the sales of electric sanitation vehicles, with a year-on-year growth of 70.9% and a penetration rate of 21.11% in 2025 [30][31]. - The prices of biofuels, including biojet fuel and biodiesel, have remained stable, indicating a steady market environment for these products [41][42]. Investment Recommendations - The report recommends focusing on companies with strong growth potential in the environmental sector, such as Longjing Environmental, Green Power, and others involved in waste management and renewable energy [25][26].

Investment Rating - The report maintains a "Buy" rating for the environmental protection industry [1]. Core Insights - The 2026 government work report emphasizes accelerating the comprehensive green transformation and constructing a new energy system, with a target of reducing carbon emissions per unit of GDP by 3.8% [9][10]. - Companies like Weiming and Wangneng have successfully won contracts for waste incineration projects in Indonesia, marking a significant step for Chinese firms in the overseas waste management market [16][17]. - The report highlights the increasing demand for low-emission transformations in key industries such as cement and coking, with specific targets set for 2026 [21][22]. Summary by Sections Government Policy and Industry Trends - The government aims to transition from energy consumption control to carbon emission control, with a target of reducing carbon emissions per unit of GDP by 3.8% in 2026 [9]. - The establishment of a national low-carbon transition fund is intended to foster new growth points in hydrogen and green fuels, with green fuels being included in the government work report for the first time [11][12]. Company Developments - Weiming Environmental has been awarded a contract for a 1500 tons/day waste incineration project in Bali, Indonesia, with a 30-year operational period [16]. - Wangneng Environment has also secured a similar project in Indonesia, indicating a robust market potential for waste-to-energy solutions in the region [17][18]. Market Performance and Recommendations - The report recommends focusing on companies such as Longjing Environmental, High Energy Environment, and Saince, which are expected to benefit from the ongoing green transformation and policy support [4]. - The environmental sanitation equipment sector is projected to see significant growth, with a 70.9% increase in sales of new energy sanitation vehicles in 2025 [30][31]. Biofuels and Recycling - Biofuel prices remain stable, with European biojet fuel averaging $2250 per ton and Chinese biojet fuel at $2150 per ton [41]. - The report notes a decrease in lithium and cobalt prices, which may enhance profitability in the lithium battery recycling sector [42].

Investment Rating - The report maintains an "Buy" rating for the environmental protection industry [2] Core Insights - The government work report for 2026 emphasizes the need for a 17% reduction in carbon emissions per unit of GDP and a 3.8% reduction in total carbon emissions, marking a shift towards dual control of carbon emissions [12][14] - The report highlights the increasing demand for green energy and biofuels, particularly biodiesel, driven by rising oil prices and geopolitical tensions [5][21] - The report suggests focusing on companies involved in the recycling and green energy sectors, such as biofuels and green methanol, as potential investment opportunities [5][13] Summary by Sections Government Work Report - The 2026 government work report sets higher targets for carbon emissions reduction and introduces a national low-carbon transition fund to support hydrogen and green fuel development [12][15] - The report indicates that 2026 will be the first year of formal carbon assessments for local governments [12][14] Biodiesel Market - The average export price of UCO (Used Cooking Oil) in 2025 was 7,742 CNY/ton, a year-on-year increase of 21.6% [21] - UCO export volume for 2025 was 2.7558 million tons, with a 6.6% decrease compared to the previous year [21] - The report notes that the price of UCO has been on an upward trend, reaching 8,125.54 CNY/ton by December 2025 [21] Carbon Market and Policies - The report tracks developments in the carbon market, noting a recent trading volume of 56.05 million tons and a closing price of 81.85 CNY/ton [36][39] - It highlights the establishment of a comprehensive recycling system for retired solar panels, aiming for a cumulative utilization of 250,000 tons by 2027 [34] Key Companies to Watch - The report recommends monitoring companies such as Langkun Technology, Shanhai Environment, and Huanxin Co., which are positioned to benefit from the growing demand for biofuels and recycling [5][33]

广东联泰环保股份有限公司 关于子公司向广东绿金融资的公告 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： ● 广东联泰环保股份有限公司（以下简称"公司"）全资子公司长沙市联泰 水质净化有限公司（以下简称"长沙联泰"）和邵阳联泰江北水务有限公司（以 下简称"邵阳江北"）向广东绿金融资租赁有限公司申请办理融资租赁业务，融 资本金金额人民币不超过 7,000.00 万元。 一、本次融资租赁概述 公司为满足经营资金需求，公司第五届董事会第十二次会议审议通过了《广 东联泰环保股份有限公司关于公司及子公司邵阳联泰为公司全资子公司长沙联 泰和邵阳江北融资租赁业务提供担保的议案》，同意邵阳联泰水质净化有限公司 为本次融资租赁业务提供连带责任保证担保；同意公司以持有的邵阳联泰 100% 股权和邵阳江北 100%股权为本次融资租赁业务提供质押担保；同意公司为本次 融资租赁业务提供连带责任保证担保；上述担保融资金额合计不超过 3 亿元；并 授权公司管理层负责办理本次担保的相关事宜及签署必要的法律文件。现长沙联 泰和邵阳江北拟与广东绿 ...

Group 1 - The core point of the article is that LianTai Environmental Protection has reported its shareholder count as of February 10, 2026, which stands at 17,148 households [2]

Group 1 - The core viewpoint of the article is that LianTai Environmental has disclosed its shareholder data, indicating a total of 17,163 shareholders as of January 31, 2026 [2] Group 2 - The information was provided in response to investor inquiries on the company's interactive platform [2] - The data was sourced from the Shanghai branch of China Securities Depository and Clearing Corporation Limited [2]