Group 1 - The core viewpoint is that the increase in rhenium prices will enhance the profitability of the business, given that unit recovery costs remain relatively stable [2] - The company has made progress in the research and development of key technologies for the recovery of certain rare metals, including molybdenum, indium, germanium, and cesium [2] - Various projects related to the recovery of these rare metals are progressing in an orderly manner, and the company will disclose relevant updates in accordance with regulations [2]

证券日报网2月10日讯 ，赛恩斯在接受调研者提问时表示，金属铼的价格由供需关系、市场周期、技术 创新等多种因素共同作用。 （文章来源：证券日报） ...

Group 1: AI and Power Equipment - Alphabet plans to raise $20 billion through bond issuance, exceeding previous expectations, to invest heavily in data centers crucial for its AI strategy [1] - The global demand for high-power, stable electricity supply for AI computing is increasing, leading to a supply-demand gap in high-voltage power equipment [1] - TBEA is a leading private transformer manufacturer in China, capable of integrated services in high-voltage cables and accessories [2] Group 2: AI and Security - The integration of AI into cybersecurity is creating new opportunities, with safety and trust becoming core themes in the industry [3] - The implementation of new cybersecurity regulations in China marks a shift towards more detailed governance in the sector [3] - Anheng Information has launched China's first AI security agent, enhancing its capabilities in various security scenarios [4] Group 3: Metal Prices - The price of indium has surged to its highest level in over a decade, with a significant increase of 88% from 2500 RMB/KG to 4700 RMB/KG [5] - China accounts for 70% of global indium production, and the supply growth has been limited, indicating potential for further price increases [5] - Xiyang Co. holds the largest indium resource reserves globally, producing 101.62 tons of indium [5] Group 4: Tourism Industry - The domestic tourism market is expected to see a 300% increase in planned trips during the upcoming Spring Festival, indicating a strong recovery [6] - Companies like Sanxia Tourism are expanding their offerings to meet diverse consumer demands, including high-end cruise services [7] Group 5: AI Content Creation - Reading Group is focusing on AI-driven content creation, aiming to enhance the efficiency and value of IP development [8] - Daily Interactive provides data intelligence services, catering to the short video and short drama sectors [9] Group 6: Automotive Industry - The Ministry of Commerce is implementing measures to boost automotive consumption, including trade reforms and policies to support vehicle replacement [11] - Companies like Feilong Co. and Xingyu Co. are positioned to benefit from the anticipated growth in the automotive sector [11]

证券代码：688480 证券简称：赛恩斯 赛恩斯环保股份有限公司 2026 年第二次临时股东会会议资料 2026 年 2 月 1 目录 | 2026 | 年第二次临时股东会会议须知 3 | | | --- | --- | --- | | 2026 | 年第二次临时股东会议程 | 5 | | 2026 | 年第二次临时股东会会议议案 7 | | | 议案一、关于新增 | 2026 年度日常关联交易预计的议案 | 7 | 2 赛恩斯环保股份有限公司 2026 年第二次临时股东会会议须知 为维护全体股东的合法权益，确保本次股东会的正常秩序和议事效率，保 证会议的顺利召开，根据《中华人民共和国公司法》《上市公司股东会规则》 《公司章程》和公司《股东会议事规则》等规定，特制定会议须知如下： 五、本次会议审议议案，采取现场记名投票结合网络投票的方式进行表决。 股东和授权代理人办理签到手续后，因特殊情况需要在表决前离开会场的，须 填好表决票交会议工作人员后离场，以免影响表决结果统计。未填、错填、字 3 迹无法辨认的表决票或未投的表决票均视为投票人放弃表决权利,其所持股份数 的表决结果计为"弃权"。 六、为保证股东会的严肃性 ...

赛恩斯 20260204 巨龙铜矿伴生钼矿铼含量中等偏高，约 200 克/吨，潜在合作资源总铼 含量约 560 公斤。高浓度原料有助于降低回收成本，但具体成本需项目 实施后测算，目前废酸回收模式日处理成本约 200 万元（不含折旧）。 公司采用轻资产运营模式，通过采购钼精矿冶炼，对铼资源获取可控度 更强，冶炼环节利润完全归属公司。与供应商按市场原则推进业务，通 过深度绑定冶炼过程确保铼回收稳定性，未来将继续通过源头采购和战 略合作确保供应链安全。 巨龙铜矿年产铜约 3-4 万吨，现有铼赛尔产能四五千吨，未来扩展空间 巨大，但需评估风险和收益。与吉林紫金和黑龙江紫金开展铜冶炼合作， 年产铼约 3 吨。多宝山小型冶炼厂年产量超过 2 吨，具备从钼、钼、铀 等不同来源回收钼酸铵的能力。 公司在钼酸铵回收工艺上拥有十年以上经验，与中南大学紧密合作，具 备材料回收、工艺优化及经济性优势。计划通过 EPC+O、BOT 等模式 拓展业务，与紫金集团深化合作，确保原料供应稳定，推动产业链向下 游延伸。 Q&A 公司在最新的钼冶炼模式中，采购金额所对应的钼精矿量和含铼量分别是多少？ 未来紫金矿业潜在合作的资源规模如何？ 根据公 ...

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]

赛恩斯(688480.SH)公告，公司开展钼加工及销售业务，主要目的为控制铼资源源头，为公司铼综合回 收提供持续、稳定的资源保障。目前上游为生产钼精矿的有色金属矿业企业，下游为钼粉、钼铁、钼合 金、催化剂等生产加工企业。 ...

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]

Mergers and Acquisitions - Changling Hydraulic plans to acquire 12% of the company's shares at an offer price of 35.82 yuan per share [1] - Chip导科技 intends to purchase 100% equity of Jishun Technology for 403 million yuan and 17.15% equity of Shunlei Technology [2] Share Buybacks - Lexin Technology plans to repurchase shares worth between 50 million to 100 million yuan for employee stock ownership or equity incentives [3] - XGIMI Technology intends to repurchase shares worth between 50 million to 100 million yuan [3] - Lingyun Optical plans to change the purpose of 348.08 million shares for repurchase and cancel them [3] - Midea Group has spent 1.998 billion yuan to repurchase 0.35% of its shares [4] - GoerTek has spent 1.108 billion yuan to repurchase 1.14% of its shares [4] External Investments and Daily Operations - Weiyuan Co. has launched a 250,000 tons/year electrolyte solvent project [5] - Far East Co. signed contracts worth 3.075 billion yuan in January through its subsidiary [6] - Changchun Gaoxin's subsidiary GS3-007a has received approval for clinical trial application for a drug [7] - Aorui De plans to invest approximately 145 million yuan in purchasing computing power equipment to provide services to clients [7] - Electric Power Water Power intends to raise funds not exceeding 3.604 billion yuan through acquisition loans [7] - Guoneng Rixin plans to increase investment of 17.625 million yuan in controlling Sanas Zhihui to enhance new energy asset operation service capabilities [7] - Science plans to engage in molybdenum processing and sales to secure a stable resource supply for rhenium recycling [7] - Panlong Pharmaceutical has received approval for clinical trials of the drug Fluorobiphenyl Patch [8] - Hongxiang Co. plans to transfer 100% equity of Nantong Hanlan New Energy for 120 million yuan [9] - Daon Co. intends to acquire equity in a Vietnamese company for a total purchase price of approximately 15.737 million USD [10] Performance Changes - Shanghai Yizhong expects a net profit of 64.132 million yuan in 2025, a year-on-year increase of 819.42%, with its core product, injectable paclitaxel polymer micelles, included in the national medical insurance directory [11] - Lianyun Technology anticipates a 20.36% year-on-year increase in net profit in 2025, driven by growth in data storage main control chips [12]

格隆汇2月2日丨赛恩斯(688480.SH)公布，公司开展钼加工及销售业务，主要目的为控制铼资源源头， 为公司铼综合回收提供持续、稳定的资源保障。本次公司开展新业务为开展钼加工及销售业务，通过钼 加工综合回收铼。目前上游为生产钼精矿的有色金属矿业企业，下游为钼粉、钼铁、钼合金、催化剂等 生产加工企业。 公司拟通过利用钼精矿加工企业（简称"合作方"）生产线加工钼精矿，同步投入铼综合回收设备，对其 加工过程产生的铼资源进行有效回收。目前公司已与合作方就该业务合作事项达成一致意向，钼精矿加 工过程由合作方全面负责生产管理，公司负责该加工生产过程的监督以及铼综合回收设备投入、运营等 事项。公司开展新业务将配备相应专属生产、管理团队，不会对公司现有主营业务的稳健性构成不利影 响。开展新业务后，公司实际控制人对公司的控制情况也不会发生变化。 ...