证券代码：688466 证券简称：金科环境 公告编号：2026-004 金科环境股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的提 示性公告 公司股东 Victorious Joy Water Services Limited 保证向本公司提供的信 息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 其他 | | --- | --- | | | 5%以上大股东及其一致行动人 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | □其他______________（请注明） | 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息 一致。 注：公司于 2026 年 1 月 28 日完成了回购股份注销，公司总股本由 123,119,025 股变为 122,154,152 股 ， 具 体 内 容 详 见 公 司 于 2026 年 1 月 28 日 在 上 海 证 券 交 易 所 网 站 （www.sse ...

Core Viewpoint - The release of the "Industrial Water Conservation Management Measures (Draft for Comments)" establishes a comprehensive framework for industrial water management, encouraging companies like Jinke Environment Co., Ltd. to leverage AI and advanced technologies for water conservation and resource recycling [1][2]. Group 1: Policy Direction and Technological Integration - The new policy emphasizes the importance of smart management in water usage, promoting the integration of AI, 5G, big data, and IoT technologies for remote control and optimization of water equipment [2]. - Jinke Environment has developed the "Water Radish AI Intelligent System," which enhances the entire lifecycle management of water plants through AI algorithms, achieving industry-leading accuracy in leak detection and maintenance [2][5]. Group 2: Innovative Water Conservation Solutions - The policy encourages the adoption of advanced water-saving technologies and equipment, guiding the innovation of industrial water conservation technologies [3]. - Jinke Environment's "New Water Island" water treatment robot exemplifies advanced water-saving equipment, significantly reducing construction time by 90% and operational costs by 50% compared to traditional methods [3][4]. Group 3: Resource Recycling Strategy - The policy mandates a comprehensive approach to regulate industrial water usage, pushing companies to enhance efficiency and expand the use of unconventional water sources [4]. - Jinke Environment's resource recycling strategy aims to achieve approximately 70% water reuse within systems, drastically reducing the need for fresh water from 100% to about 30% [4]. Group 4: Market Validation and Future Prospects - The introduction of AI in water treatment is transforming the industry from traditional engineering models to standardized, scalable solutions, addressing key industry challenges [5][6]. - Jinke Environment's "AI + Product" model is positioned to help industrial enterprises meet stringent water conservation requirements, contributing to the high-quality development of the industrial water conservation sector [6].

Core Viewpoint - The recently released "Industrial Water Conservation Management Measures (Draft for Comments)" establishes a comprehensive framework for industrial water management, encouraging companies like Jinke Environment Co., Ltd. to leverage AI and advanced technologies for efficient water use and resource recycling [1][6]. Group 1: Policy Guidance and Smart Control - The new policy emphasizes the need for smart water management, urging industrial enterprises to adopt intelligent water use systems utilizing technologies such as 5G, AI, big data, and IoT for remote control and optimization of water equipment [2]. - Jinke Environment has integrated AI with water-saving technologies, developing the "Water Radish® AI Intelligent System" to enhance the entire lifecycle management of water plants, achieving industry-leading precision in leak detection and maintenance [2][5]. Group 2: Innovative Water-Saving Technologies - The policy promotes the adoption of advanced water-saving technologies and equipment, guiding industrial enterprises to improve water resource efficiency [3]. - Jinke Environment's "New Water Island® Water Treatment Robot" exemplifies this innovation, significantly reducing construction time and land use while enabling a 90% reduction in operational personnel and a 50% decrease in lifecycle costs [3]. Group 3: Comprehensive Water Use Regulation - The policy establishes strict regulations for industrial water use, mandating technological and managerial improvements to enhance water efficiency and expand the use of unconventional water sources [4]. - Jinke Environment's resource recycling strategy aims to achieve approximately 70% water reuse within systems, drastically reducing the need for fresh water from 100% to about 30% [4]. Group 4: Market Opportunities and Growth - Following the implementation of the new water conservation policy, industrial enterprises will face stringent water quota management, making water-saving technology upgrades essential [6]. - Jinke Environment's "AI + Product" model for efficient water plant operations is expected to drive significant growth in the industrial water conservation sector, contributing to high-quality development in the industry [6].

Core Viewpoint - The recently released "Industrial Water Conservation Management Measures (Draft for Comments)" establishes a comprehensive framework for industrial water management, encouraging companies like Jinke Environment Co., Ltd. to leverage AI and advanced technologies for efficient water use and resource recycling [2][8]. Group 1: Policy Guidance and Technological Innovation - The new policy emphasizes the importance of smart management in water conservation, urging industrial enterprises to adopt intelligent water management systems utilizing technologies such as 5G, AI, big data, and IoT [3]. - Jinke Environment has proactively integrated AI with water-saving technologies, developing the "Water Radish® AI Intelligent System" to enhance the operational efficiency of water plants throughout their lifecycle [3][7]. Group 2: Advanced Water Treatment Solutions - Jinke Environment has introduced the "New Water Island® Water Treatment Robot," which exemplifies advanced water-saving equipment as advocated by the new policy, significantly reducing construction time and operational costs compared to traditional water treatment facilities [4][7]. - The New Water Island® system can be assembled and operational within 15 days, saving 90% in land use and reducing lifecycle costs by 50% through a 24/7 unmanned operation model [4]. Group 3: Resource Recycling Strategy - The policy mandates strict water usage regulations for industrial enterprises, pushing for enhanced water efficiency and the use of unconventional water sources [6]. - Jinke Environment's resource recycling strategy aims to achieve approximately 70% water reuse within systems, drastically reducing the need for fresh water from 100% to about 30% [6]. Group 4: Market Opportunities and Growth Potential - Following the implementation of the new water conservation policy, industrial enterprises will face stringent water quota management, making water-saving technology upgrades essential [8]. - Jinke Environment's AI-driven operational model is expected to facilitate significant water resource savings for industrial enterprises, contributing to the high-quality development of the industrial water conservation sector and creating substantial market growth opportunities [8].

证券日报网讯2月13日，金科环境在互动平台回答投资者提问时表示，利欣水务减持计划系其根据自身 需要进行的减持，不涉及第一大股东减持，与第一大股东无关联交易。利欣水务最近一次减持计划公告 已于2026年1月19日披露，具体细节请参阅相关公告。 ...

Core Viewpoint - The termination of the "Xidong Industrial Wastewater Treatment Project" franchise agreement is due to the inability of the company to collect wastewater treatment fees sufficient to ensure normal operation and investment returns, leading to a buyback agreement with the designated entity [2][4][27]. Group 1: Overview of Franchise Agreement and Termination - The franchise agreement was signed in September 2023, with a 30-year term, allowing the company to manage the wastewater treatment project [3]. - The agreement stipulated that if the project could not operate normally for three consecutive months due to insufficient fee collection, the designated entity would have the right to buy back the project [3][4]. Group 2: Buyback Agreement Details - The buyback agreement was signed in December 2025, with a total transaction price of RMB 158.1871 million [2][8]. - As of the announcement date, the company has received the first payment of RMB 116.2 million [2][5]. Group 3: Financial and Asset Transfer Information - The total asset value of the project company as of March 31, 2025, was RMB 194.9142 million, with a net asset value of RMB 56.6192 million [7]. - The buyback payment structure includes three installments, with specific conditions for each payment [9][11][12]. Group 4: Impact on the Company - The termination of the franchise agreement is not expected to have a significant impact on the company's operating performance or financial status, and it will help optimize the asset structure and reduce financial risks [27].

证券代码：688466 证券简称：金科环境 公告编号：2026-003 金科环境股份有限公司 关于《锡东工业污水处理项目特许经营协议》终止的进展公告 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、准确性和完整性依法承担法律责任。 重点内容提示： 金科环境股份有限公司（以下简称"公司"）实施的锡东工业污水处理 项目因公司向园区排污企业收取的污水处理费未能保证项目连续三个月正常运 转和投资收益要求，触发各方于 2023 年签署的《锡东工业污水处理项目特许经 营协议》（以下简称"《特许经营协议》"）中项目回购约定情形。相关方于 2025 年 12 月签订《锡东工业污水处理项目特许经营终止协议》（以下简称"《终 止协议》"），特许经营权终止日为 2025 年 3 月 31 日。近日，公司控股子公司 无锡市锡山荷泰污水处理有限公司（以下简称"项目公司"或"锡山荷泰"）与 锡山经济技术开发区管理委员会（以下简称"锡山经开区管委会"）指定主体无 锡云隆园区建设发展有限公司（以下简称"无锡云隆"）签订《锡东工业污水处 理厂项目回购协议》（以下简称"《回购协议》"），由无 ...

Group 1 - The core viewpoint is that artificial intelligence is revolutionizing the traditional water treatment industry, transforming water resources from a constraint on urban development to a sustainable and affordable element [1] - The traditional model of water treatment facilities is characterized by customized engineering, which involves long construction periods, high costs, and significant land use. AI is enabling a shift towards standardized and scalable solutions [1] - The introduction of AI has led to the development of intelligent water treatment robots, allowing for modular and standardized design, significantly reducing construction time to 15 days and costs by at least 50% [1] Group 2 - The company views treated wastewater as a resource, producing high-quality recycled water that meets or exceeds industrial pure water standards, thus providing a cheaper and more stable water supply for industries [2] - This water recycling system can achieve approximately 70% water reuse in industrial parks, effectively increasing environmental capacity and enabling more industrial projects [2] - The intelligent water treatment robots have been deployed globally, with 13 units installed, demonstrating both social and ecological benefits alongside economic returns [2] Group 3 - Water is seen not just as an industry sector but as a foundation for health, environment, and sustainable development, with aspirations to create a complete ecosystem around water resources [3]

Core Insights - The Chinese urban water supply industry is entering a mature phase, with total water supply expected to reach 704.88 billion tons in 2024, a year-on-year increase of 2.52% [1][13]. Industry Overview - Urban water supply is a vital municipal infrastructure system consisting of water source extraction facilities, water treatment plants, and distribution networks, adhering to principles of water source development and conservation [3]. - The industry is closely linked to urbanization, with the urbanization rate in China increasing from 58.52% in 2017 to 67% in 2024, driving demand for both domestic and industrial water [8]. Supply Scale - The total length of urban water supply pipelines in China has grown from 710,200 kilometers in 2015 to 1,199,500 kilometers in 2024, with a compound annual growth rate of 6% [9][10]. - The comprehensive production capacity of urban water supply is projected to be 34.418 million cubic meters per day in 2024, with a utilization rate of 56.11%, an increase of 0.08 percentage points year-on-year [11][12]. Demand Scale - The urban water user population in China increased from 451 million in 2015 to 564 million in 2023, with a compound annual growth rate of 2.85%. However, it is expected to slightly decline to 564 million in 2024 [15]. Competitive Landscape - The urban water supply industry features a diversified competitive landscape characterized by state-owned dominance, the rise of private enterprises, and foreign investment penetration. Major players include Beijing Enterprises Water Group, Beijing Capital Eco-Environmental Protection Group, and others [16][17]. Development Trends - The industry is shifting from a focus on quantity expansion to ensuring quality and safety in water supply, emphasizing comprehensive water quality monitoring and risk management [18]. - Business models are evolving from traditional water supply to integrated water service providers, offering a range of value-added services [19]. - Value creation is transitioning from cost control to leveraging data assets and smart operations, utilizing IoT and AI for enhanced efficiency and decision-making [20].

Core Viewpoint - Jinko Environment Co., Ltd. plans to cancel 964,873 repurchased shares, which represents 0.78% of the company's total share capital before cancellation, reducing the total share capital from 123,119,025 shares to 122,154,152 shares [2][5]. Group 1: Share Repurchase and Cancellation Details - The cancellation of repurchased shares is scheduled for January 28, 2026 [3]. - The company held meetings on November 24, 2025, and December 10, 2025, to approve the change in the purpose of the repurchased shares from employee stock ownership plans to cancellation and capital reduction [3][5]. - The repurchase was initially approved on August 23, 2022, with a maximum price of RMB 24.61 per share and a total repurchase fund between RMB 15 million and RMB 30 million [3][4]. Group 2: Approval Process for Share Cancellation - The approval process for the cancellation involved multiple meetings and was disclosed on December 11, 2025, with no creditor objections received within 45 days [5][7]. - The company will submit the cancellation application to the Shanghai Stock Exchange and will proceed with the necessary business registration changes [7]. Group 3: Impact of Share Cancellation - The cancellation of shares will not significantly impact the company's financial status, operational results, or debt repayment capabilities, nor will it affect shareholder rights or the company's listing status [8].