盈峰环境（000967）公告，2024年营业收入131.18亿元，同比增长3.85%。归属于上市公司股东的净利 润5.14亿元，同比增长3.04%。公司经本次董事会审议通过的利润分配预案为：以实施2024年度利润分 配方案股权登记日的总股本(扣除公司回购账户持有的公司股份)为基数，向全体股东每10股派发现金红 利1.89元(含税)，送红股0股(含税)，不以公积金转增股本。 ...

Group 1 - The sanitation vehicle market ended a four-year decline in Q1 2025, with a year-on-year sales increase of 3.5%, marking the first positive growth in recent years [1] - Sales of new energy sanitation vehicles surged to 2,384 units, a remarkable increase of 64% year-on-year, with a penetration rate of 15%, up by 5.7 percentage points compared to the same period last year [1] - Yingfeng Environment (000967) saw a year-on-year sales increase of 117% in Q1 2025, maintaining a 35% market share, which is 2.5 times that of the second-place competitor, solidifying its leading position in the industry [1] Group 2 - Yingfeng Environment has been the top seller of sanitation equipment for 24 consecutive years and is the largest manufacturer of single-brand sanitation equipment globally [1] - From 2022 to 2024, Yingfeng Environment ranked first in global production and sales of new energy sanitation vehicles for three consecutive years, maintaining the highest market share in new energy sanitation equipment [1] - The company leads in sales across eight categories of sanitation vehicles, including street sweepers, high-pressure cleaning vehicles, and dust suppression vehicles, showcasing its comprehensive product line leadership [1] Group 3 - Yingfeng Environment's performance is attributed to its comprehensive development of new energy equipment for cleaning, washing, and waste transfer since 2012, along with the deep integration of "technology + scenarios" [2] - Each product is designed to meet the specific needs of urban sanitation operations, providing efficient and low-carbon lifecycle solutions [2] - The company aims to capitalize on the critical window for the large-scale replacement of traditional fuel vehicles with new energy sanitation vehicles, aligning with the "3060 dual carbon" goals [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 1、回购公司股份方案的主要内容 （1）回购股份的方式和种类：以集中竞价交易方式回购公司已发行的人民币普通股（A股）股票； （2）回购用途：将全部用于实施公司股权激励或员工持股计划； （3）回购金额：不低于人民币2亿元（含）且不超过人民币3亿元（含）； 证券代码：000967 公告编号：2025-011号 盈峰环境科技集团股份有限公司 关于回购公司股份的报告书 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 特别提示： （4）回购价格：不超过9.25元/股（含）； （5）回购资金来源：公司自有资金和银行股票回购专项贷款资金； （6）回购数量：按照回购资金总额上限、回购价格上限进行测算，预计回购股份数量约为32,432,432 股，约占目前公司总股本的1.02%；按照回购资金总额下限、回购价格上限进行测算，预计回购股份数 量约为21,621,622股，约占目前公司总股本的0.68%，具体回购股份的数量以回购期满时实际回购的股 份数量为准； （7）回购期限：自董事会审议通过回购股份方案之日起12个月内。 2、相关股东 ...

证券代码：000967 公告编号：2025-011 号 盈峰环境科技集团股份有限公司 关于回购公司股份的报告书 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、回购公司股份方案的主要内容 （1）回购股份的方式和种类：以集中竞价交易方式回购公司已发行的人民 币普通股（A 股）股票； （2）回购用途：将全部用于实施公司股权激励或员工持股计划； （3）回购金额：不低于人民币 2 亿元（含）且不超过人民币 3 亿元（含）； （4）回购价格：不超过 9.25 元/股（含）； （5）回购资金来源：公司自有资金和银行股票回购专项贷款资金； （6）回购数量：按照回购资金总额上限、回购价格上限进行测算，预计回 购股份数量约为 32,432,432 股，约占目前公司总股本的 1.02%；按照回购资金 总额下限、回购价格上限进行测算，预计回购股份数量约为 21,621,622 股，约 占目前公司总股本的 0.68%，具体回购股份的数量以回购期满时实际回购的股份 数量为准； （7）回购期限：自董事会审议通过回购股份方案之日起 12 个月内。 2、相关股东增减持计划 截 ...

一、公司董事会公告回购股份决议的前一个交易日（即 2025 年 4 月 10 日） 前十名股东持股情况： | 序号 | 股东名称 | 持股数量 | 占总股本比例 | | --- | --- | --- | --- | | | | （股） | （%） | | 1 | 宁波盈峰资产管理有限公司 | 1,017,997,382 | 32.14 | | 2 | 中联重科股份有限公司 | 399,214,659 | 12.61 | | 3 | 盈峰集团有限公司 | 359,609,756 | 11.36 | | 4 | 弘创（深圳）投资中心（有限合伙） | 310,423,813 | 9.80 | | 5 | 何剑锋 | 63,514,690 | 2.01 | | 6 | 香港中央结算有限公司 | 61,259,506 | 1.93 | | 7 | 广东恒则健产业投资有限公司 | 28,059,147 | 0.89 | | 8 | 中国建设银行股份有限公司－广发科技 | 27,762,600 | 0.88 | | | 创新混合型证券投资基金 | | | | 9 | 兴业银行股份有限公司－华夏中证机器 | 25,592, ...

【项目投资】 海鸥住工(002084.SZ)：出口美国业务占整体营收约为30% 可立克(002782.SZ)：本轮美国加征关税对公司收入利润的影响较小 | | | 4月10日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点追踪 | 蜀道装备 | 本轮美国加征关税政策不会对公司海外销售及整体经营业绩造成影响 | | | 可立克 | 本轮美国加征关税对公司收入利润的影响较小 | | 项目投资 | 华东重机 | 拟投资10亿元建设"华东重机智能制造基地项目" | | 合同中标 | 中铝国际 | 中标约20.33亿元几内亚西芒杜项目Simfer矿区采矿运维项目 | | 业绩披露 | 长安汽车 | 2024年度净利润73.21亿元 拟10派2.95元 | | | 中金公司 | 一季度净利同比预增50%至70% | | 股权转让 | ST汇金 | 拟收购控股子公司中科拓达30%股权 | | 回购 | 歌尔股份 | 拟斥资5亿元-10亿元回购股份 | | 增减持 | 浪潮信息 | 浪潮集团拟增持1亿元-2亿元公司股份 | | | 新风鸣 | 控股股东拟增持2亿元-3亿 ...

Investment Rating - The report maintains a "Positive" investment rating for the waste incineration industry [9]. Core Insights - Recent attention has been drawn to waste incineration projects supplying power to IDC (Internet Data Centers), highlighting the potential for these projects to effectively reduce energy consumption and improve cash flow for B-end enterprises [3][16]. - The transition from energy consumption dual control to carbon emission dual control is expected to enhance the demand for renewable energy, particularly from industrial enterprises, benefiting the waste incineration sector [7][36]. - The report emphasizes the feasibility of direct power supply from waste incineration projects to B-end enterprises, which could lead to valuation recovery for the industry [3][8]. Summary by Sections Energy Consumption Control and Approval Process - The tightening of energy consumption policies necessitates energy efficiency assessments for fixed asset investment projects, with significant variations in approval timelines across different regions [5][22]. - IDC projects are specifically required to undergo energy efficiency assessments due to their high energy consumption levels, which often exceed 10,000 tons of standard coal annually [6][25]. Expansion of Green Energy Applications - The application of green energy from waste incineration is anticipated to expand beyond IDC to B-end enterprises, driven by increasing renewable energy demands and regulatory shifts towards mandatory green electricity consumption [7][38]. - The report notes that the carbon market's expansion, now covering over 60% of national CO2 emissions, will further enhance the demand for green certificates from waste incineration companies [7][8]. Challenges and Opportunities in Direct Power Supply - The current limitations on direct power supply to B-end enterprises stem from unresolved pricing mechanisms, but pilot projects in certain regions are beginning to explore direct green electricity supply [8][36]. - The report suggests that overcoming these challenges could lead to a new trend in direct green electricity supply for industrial enterprises, benefiting all stakeholders involved [8][36]. Investment Recommendations - The report recommends focusing on leading companies in the waste incineration sector, including Hanlan Environment, Weiming Environmental, and others, as they are well-positioned to benefit from the anticipated cash flow improvements and valuation recovery [8].

| 公司简称 | 回购或增持 | 公告内容 | | --- | --- | --- | | 中国中铁 | 回頃 | 董事长提议回购8亿元-16亿元公司A股股份 将用于该少注册资本 | | 歌尔股份 | 回收 | 拟回购5亿元至10亿元公司股份 | | 润泽科技 | 回收 | 董事长提议以5亿元-10亿元回购公司股份 | | 卫星化学 | 回收 | 拟2亿元-4亿元回购公司股份 | | 盈峰环境 | 回购 | 拟2亿元-3亿元回购公司股份 | | 天山铝业 | 回购 | 拟2亿元-3亿元回购公司股份 | | 上海电气 | 回购 | 拟1.5亿元-3亿元回购A股股份用于减少注册资本 | | 三环集团 | 回购 | 拟1.5亿至2亿元回购公司股份 | | 锡业股份 | 回购 | 股东提议1亿元-2亿元回购股份用于减少注册资本 | | 浪潮信息 | 回购+增持 | 董事长提议回购2亿元-3亿元公司股份 浪潮集团拟增持1亿元-2亿元公 司股份 | | 新凤鸣 | 壇持 | 控股股东拟2亿元-3亿元增持公司股份 | | 宝钛胶份 | 壇持 | 控股股东拟增持1.5亿元-3亿元 | | 安徽合力 | 壇持 | 控股股东拟增 ...

Group 1 - A batch of A-share listed companies announced share buybacks and increases in holdings, with companies accelerating their actions [1] - GoerTek's controlling shareholder completed the share increase plan, with a total expenditure of approximately 1 billion yuan [2] - Daqin Railway received a stake increase from CITIC Financial Assets, reaching a holding ratio of 5% [2] Group 2 - New Fengming plans to increase its shareholding by 200 million to 300 million yuan [1] - Baotai shares plans to increase its shareholding by 150 million to 300 million yuan [1] - Junsheng Electronics plans to increase its shareholding by 50 million to 100 million yuan [1] Group 3 - China Railway proposed a share buyback of 800 million to 1.6 billion yuan to reduce registered capital [1] - Sichuan Jiuzhou proposed a share buyback of 100 million to 200 million yuan for the same purpose [1] - Energy National Zhen proposed a share buyback of 50 million to 100 million yuan [1]

关于回购公司股份方案暨取得回购专项贷款承诺书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 重要内容提示： 1、拟回购证券代码：000967 证券简称：盈峰环境 2、回购金额：不低于人民币 2 亿元（含）且不超过人民币 3 亿元（含）； 3、回购资金来源：公司自有资金和银行股票回购专项贷款资金； 4、回购价格：不超过 9.25 元/股（含）； 5、回购方式：集中竞价交易方式； 6、回购用途：将全部用于实施公司股权激励或员工持股计划。公司如未能 在股份回购完成之后 36 个月内实施前述用途，未使用部分将履行相关程序予以 注销； 证券代码：000967 公告编号：2025-010 号 盈峰环境科技集团股份有限公司 7、回购数量：按照回购资金总额上限、回购价格上限进行测算，预计回购 股份数量约为 32,432,432 股，约占目前公司总股本的 1.02%；按照回购资金总 额下限、回购价格上限进行测算，预计回购股份数量约为 21,621,622 股，约占 目前公司总股本的 0.68%，具体回购股份的数量以回购期满时实际回购的股份数 量为准； 8、回购期限：自董 ...