一、关于"盈峰转债"转股价格调整的相关规定 盈峰环境科技集团股份有限公司（以下简称"公司"）于 2020 年 11 月 4 日 公开发行了 1,476.1896 万张可转换公司债券（债券简称：盈峰转债，债券代码： 127024），根据《盈峰环境科技集团股份有限公司公开发行可转换公司债券募集 说明书》发行条款以及中国证监会关于可转换债券发行的有关规定，盈峰转债在 发行之后，若公司发生派送红股、转增股本、增发新股（不包括因本次发行的可 转换公司债券转股而增加的股本）、配股以及派发现金股利等情况，将按下述公 式进行转股价格的调整（保留小数点后两位，最后一位四舍五入）： 派送红股或转增股本：P1＝P0/（1+n）； 证券代码：000967 公告编号：2025-047 号 盈峰环境科技集团股份有限公司 关于调整"盈峰转债"转股价格的公告 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。 特别提示： （如需）。当转股价格调整日为可转债持有人转股申请日或之后、转换股票登记 日之前，则该持有人的转股申请按公司调整后的转股价格执行。 增发新股或配股：P1＝（P0+A×k）/（1+ ...

盈峰环境科技集团股份有限公司 2024年年度权益分派实施公告 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。 特别提示： 盈峰环境科技集团股份有限公司（以下简称"公司"）2024 年年度权益分 派方案已获 2025 年 6 月 23 日召开的公司 2024 年年度股东大会审议通过，现将 权益分派事宜公告如下： 一、股东大会审议通过利润分配情况 1、公司 2024 年年度股东大会审议通过的权益分派方案具体内容：公司以实 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 证券代码：000967 公告编号：2025-046 号 （含税），不以公积金转增股本。分配方案公布后至实施前，公司总股本由于可 转债转股、股份回购、股权激励行权、再融资新增股份上市等原因而发生变化的， 按照每股派发现金红利 0.189 元（含税）不变的原则对分配总额进行调整。 2、本次实施的利润分配方案与 2024 年年度股东大会审议通过的分配方案及 其调整原则是一致的。 3、本次实 ...

Core Viewpoint - The article highlights the successful deployment of hydrogen-powered sanitation vehicles in Anhui Province, marking a significant advancement in the use of hydrogen energy for public services [2][8]. Group 1: Deployment and Impact - On July 15, 8 hydrogen-powered sanitation vehicles were delivered in Liu'an City, creating a new precedent for the mass operation of hydrogen energy sanitation vehicles in Anhui Province [2]. - The operational vehicles are 18-ton fuel cell street sweepers developed by Tianming Hydrogen Energy in collaboration with Zhonglian Heavy Industry and Yingfeng Environment, featuring a high-performance fuel cell system with a hydrogen consumption of less than 0.8 kg per 100 km and a range of up to 500 km [4]. - As of now, a total of 11 hydrogen sanitation vehicles are operational in Liu'an City, which has become a key demonstration site for hydrogen energy applications in the province [8]. Group 2: Environmental Benefits - Since the launch of the first hydrogen energy sanitation demonstration in April 2023, over 40,000 km have been traveled, resulting in a carbon reduction of over 100 tons, equivalent to creating 100 acres of forest [6]. - Hydrogen-powered sanitation vehicles offer advantages over traditional fuel and pure electric vehicles, including higher energy conversion efficiency, quick refueling, long range, strong environmental adaptability, and zero carbon emissions during operation, leading to improved operational efficiency and lower lifecycle costs [6].

Core Viewpoint - The company has decided not to adjust the conversion price of the "Yingfeng Convertible Bonds" despite meeting the conditions for downward adjustment, citing confidence in its long-term development and intrinsic value [1][7]. Group 1: Convertible Bond Issuance and Terms - The company issued convertible bonds totaling 1,476.1896 million yuan with an initial conversion price of 8.31 yuan per share, approved by the China Securities Regulatory Commission [2]. - The conversion price of the "Yingfeng Convertible Bonds" is subject to downward adjustment if the stock price falls below 85% of the current conversion price for at least 15 out of 30 consecutive trading days [5]. - The next monitoring period for potential adjustment will start on October 11, 2025, if the conditions are triggered again [4][5]. Group 2: Current Situation and Future Considerations - As of July 11, 2025, the company's stock price has been below 6.681 yuan per share (85% of the current conversion price of 7.86 yuan) for the required number of trading days, triggering the adjustment condition [6]. - The board of directors has resolved not to propose a downward adjustment for the next three months, even if the conditions are met again during this period [7]. - If the adjustment conditions are triggered again after October 11, 2025, the company will follow the necessary procedures to decide on the adjustment [7].

盈峰环境科技集团股份有限公司 关于实施权益分派期间"盈峰转债"暂停转股的公告 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。 特别提示： | 证券代码：000967 | | | | | 证券简称：盈峰环境 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 债券代码：127024 | | | | | 债券简称：盈峰转债 | | | | | | 转股起止时间：2021 | 年 | 5 | 月 | 10 | 日至 2026 年 | 11 | 月 | 3 | 日 | | 暂停转股时间：自 | 2025 | 年 | 7 | 月 | 17 日起至 2024 | | | | 年度权益分派股权登记日止 | | 恢复转股时间：公司 | 2024 | | | | | | 年度权益分派股权登记日后的第一个交易日 | | | 证券代码：000967 公告编号：2025-045 号 特此公告。 盈峰环境科技集团股份有限公司 董 事 会 2025 年 7 月 12 日 1 证券代码：0009 ...

证券代码：000967 公告编号：2025-044 号 盈峰环境科技集团股份有限公司 关于暂不向下修正"盈峰转债"转股价格的公告 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。 特别提示： 1、截至 2025 年 7 月 11 日，盈峰环境科技集团股份有限公司（以下简称"公 司"）股价已出现任意连续 30 个交易日中至少有 15 个交易日的收盘价低于当期 转股价格 7.86 元/股的 85%（即 6.681 元/股）情形，已触发"盈峰转债"转股 价格的向下修正条件。 2、2025 年 7 月 11 日，经公司第十届董事会第十一次临时会议审议通过， 公司董事会决定本次暂不向下修正"盈峰转债"转股价格，且自本次董事会审议 通过之日起未来三个月内（2025 年 7 月 11 日至 2025 年 10 月 10 日），如再次 触发"盈峰转债"转股价格向下修正条件，亦不提出向下修正方案。下一触发转 股价格修正条件的期间自 2025 年 10 月 11 日（如遇非交易日将顺延至下一个交 易日）开始重新起算，若再次触发"盈峰转债"转股价格的向下修正条件，届时 公司将按照相关 ...

证券代码：000967 公告编号：2025-043 号 盈峰环境科技集团股份有限公司 第十届董事会第十一次临时会议决议公告 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。 盈峰环境科技集团股份有限公司（以下简称"公司"）于 2025 年 7 月 7 日 以通讯方式向董事会全体成员发出了召开公司第十届董事会第十一次临时会议 的通知。会议于 2025 年 7 月 11 日下午 15:30 在公司总部会议室召开，会议由马 刚先生主持。本次会议应参与表决董事 7 名,实际参与表决董事 7 名，会议召开 及决策程序符合《中华人民共和国公司法》及《公司章程》的有关规定。 1 经各位董事认真审议，形成如下决议： 一、审议通过《关于暂不向下修正"盈峰转债"转股价格的议案》； 表决结果：7 票同意，0 票反对，0 票弃权，0 票回避。 本议案详见同日刊登于公司指定信息披露媒体《证券日报》、《证券时报》、 《中国证券报》、《上海证券报》和巨潮资讯网（www.cninfo.com.cn）的《关于 暂不向下修正"盈峰转债"转股价格的公告》。 特此公告。 盈峰环境科技集团股份有限公司 ...

Index Performance - The CSI A500 Index rose by 0.96% this week, closing at 4707.08 points on July 11, marking three consecutive weeks of gains [6] - The average daily trading volume for the week was 4067.87 billion yuan, with a week-on-week increase of 10.89% [6] Component Stocks Performance - The top ten gainers this week included: 1. Zhongyou Capital (000617.SZ) with a gain of 27.78% 2. Quzhou Development (600208.SH) with a gain of 23.67% 3. Northern Rare Earth (600111.SH) with a gain of 21.66% 4. Shenghe Resources (600392.SH) with a gain of 18.99% 5. Harbin Investment (600864.SH) with a gain of 16.36% 6. China Rare Earth (000831.SZ) with a gain of 16.31% 7. Baogang Group (600010.SH) with a gain of 15.47% 8. New Town Holdings (601155.SH) with a gain of 12.98% 9. JA Solar Technology (002459.SZ) with a gain of 12.56% 10. Sungrow Power Supply (300274.SZ) with a gain of 12.50% [4] - The top ten losers included: 1. Huahai Pharmaceutical (600521.SH) with a loss of 9.50% 2. Kelun Pharmaceutical (002422.SZ) with a loss of 8.61% 3. Baillie Gifford (688506.SH) with a loss of 8.43% 4. Junshi Biosciences (688180.SH) with a loss of 7.54% 5. Dongpeng Beverage (605499.SH) with a loss of 6.30% 6. Yingfeng Environment (000967.SZ) with a loss of 5.94% 7. Ziwen Mining (601899.SH) with a loss of 5.79% 8. Juhua Group (600160.SH) with a loss of 5.62% 9. Shandong Gold (600547.SH) with a loss of 5.41% 10. Pudong Development Bank (600000.SH) with a loss of 5.35% [4] Fund Performance - All 38 CSI A500 funds collectively rose this week, with the top performer being the Fortune Fund, which increased by 1.48% [7] - The total scale of these funds reached 1985.44 billion yuan, with the top three being Huatai-PineBridge (189.17 billion yuan), Guotai (178.43 billion yuan), and GF Fund (171.80 billion yuan) [7] Market Insights - Recent reports indicate that the A-share market has broken through key levels, moving away from a "full reduction" mindset, with structural expansion observed [8] - The bond market is experiencing low interest rates and volatility, facing strong resistance both upwards and downwards [8] - The report suggests that the second half of the year will see an influx of incremental capital, driving the market to a new level, with insurance capital leading the way [8] - The technology sector is highlighted as having high probability and return potential due to industry trends and supportive policies [8] - Consumer data shows signs of improvement, with macroeconomic indicators reflecting positive trends, particularly in discretionary consumption [9]

Investment Rating - The report rates the environmental industry as "Overweight," indicating that the industry is expected to outperform the overall market [2][10]. Core Insights - Municipal water services are operating steadily, with some companies benefiting from strategic expansion and adjustments in sewage treatment pricing. However, the overall demand for sewage engineering is declining, leading to a forecasted slight decrease in engineering business [3]. - The waste incineration sector is stable, but performance varies among companies due to factors such as historical electricity revenue recognition and increased depreciation from new capacity. Major companies are expected to show varied net profit growth in Q1-Q2 2025 [3]. - The sanitation market remains stable, with no significant profit contribution from automation technologies yet. Major companies are expected to see steady net profit growth [3]. - Equipment performance is diverging due to different downstream impacts. Conventional equipment companies may face margin pressure, while power environmental equipment is benefiting from increased demand [3]. Summary by Category Municipal Water Services - Overall operations are stable, with net profit growth expected for major companies: Tianyuan Environmental (+50%), Xingrong Environment (+8%), and Hongcheng Environment (+4%) in Q1-Q2 2025 [3][4]. Waste Incineration - The sector is stable, with varied net profit growth: Huanlan Environment (+1%), Junxin Co. (+42%), Green Power (+25%), Chengfa Environment (+10%), and Yongxing Co. (+7%) [3][4]. Sanitation - The sanitation market is stable, with expected net profit growth for major companies: Yingfeng Environment (+5%) and Yuhua Tian (+7%) [3][4]. Equipment - Conventional equipment companies are facing competitive pressure, with expected declines in net profit growth: Jingjin Equipment (-15%). In contrast, power environmental equipment companies are seeing significant growth: Qingda Environmental (+359%) and water treatment equipment companies like Wotton Technology (+23%) [3][4]. Investment Recommendations - Municipal environmental companies are recommended for their stable profitability and improving cash flow, including Junxin Co., Huanlan Environment, Xingrong Environment, Green Power, Hongcheng Environment, Yongxing Co., Yuehai Investment, and Guangda Environment [3]. - Companies in the unmanned sanitation sector, such as Yingfeng Environment and Yuhua Tian, are recommended for their potential in digital transformation [3]. - SAF suppliers and raw material providers are highlighted for their growth potential due to EU policies [3]. - Wotton Technology is recommended for its ongoing import substitution in reverse osmosis membranes [3].

证券代码：000967 公告编号：2025-042 号 盈峰环境科技集团股份有限公司 关于"盈峰转债"预计触发转股价格向下修正条件的提示性公告 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。 特别提示： | | | 2、债券代码：127024 债券简称：盈峰转债 3、转股价格：人民币 7.86 元/股 4、转股时间：2021 年 5 月 10 日至 2026 年 11 月 3 日 5、自 2025 年 5 月 23 日起至 2025 年 7 月 4 日，盈峰环境科技集团股份有限 公司（以下简称"公司"）股票已有 10 个交易日收盘价格低于当期转股价 7.86 元/股的 85%（即 6.681 元/股），预计后续可能触发"盈峰转债"转股价格向下 修正条款。 6、2025 年 7 月 4 日，公司股票收盘价格高于当期转股价 7.86 元/股的 85% （即 6.681 元/股），目前公司连续处于"任意连续 30 个交易日中已有 10 个交 易日收盘价格低于当期转股价 7.86 元/股的 85%（即 6.681 元/股）"的预计触 发状态。截至 2025 年 7 月 ...