Group 1 - Brother Technology expects a net profit of 60 million to 75 million yuan for the first half of 2025, representing a year-on-year increase of 325% to 431.25% [1] - Zhonggang Luonai's shareholder plans to reduce its stake by 0.5%, amounting to no more than 562,500 shares [1] - Hesheng Silicon Industry's controlling shareholder intends to exchange up to 1% of its shares for ETF units, totaling no more than 11,822,100 shares [1][2] Group 2 - Suotong Development's actual controller plans to reduce its stake by up to 2.21%, equating to no more than 1,098,720 shares [2] - Funeng Technology's shareholder plans to reduce its stake by no more than 1%, totaling up to 12,221,000 shares [2][3] - Yuhua Development expects a net profit of 175 million to 225 million yuan for the first half of 2025, a year-on-year increase of 632% to 784% [4][5] Group 3 - Dingsheng Co. plans to reduce its stake by no more than 1.71%, equating to up to 726,430 shares [5] - Renle's stock has been terminated from listing, officially delisted on July 4, 2025 [6] - Weitang Industrial's controlling shareholder plans to reduce its stake by no more than 1.95%, totaling up to 340,000 shares [7] Group 4 - Yingfeng Environment's convertible bond may trigger a downward adjustment of the conversion price due to stock prices falling below 85% of the conversion price [8] - Jingye Da's actual controller plans to reduce its stake by no more than 3%, equating to up to 694,150 shares [10] - Yongtai Technology and its subsidiary are suing for 57.5193 million yuan in damages [11] Group 5 - *ST Meigu's subsidiary has been applied for bankruptcy liquidation [12] - Daoshi Technology plans to invest up to 165 million USD in a copper wet smelting project in the Democratic Republic of Congo [13] - Xinbo Co.'s actual controller plans to reduce its stake by no more than 1.54%, totaling up to 372,440 shares [14] Group 6 - Yunnan Energy Investment has obtained the development rights for a photovoltaic power generation project with a capacity of 20 MW [15] - Qinglong Pipe Industry's controlling shareholder plans to reduce its stake by no more than 3%, equating to up to 990,970 shares [15] - Yangjie Technology has terminated the share issuance and cash acquisition of Beite Electronics, opting for cash acquisition instead [16] Group 7 - Taijia Co.'s controlling shareholder plans to reduce its stake by no more than 3%, totaling up to 755,210 shares [17] - Songyang Resources has terminated the planning of a control change and will resume trading on July 4, 2025 [19]

证券代码：000967 公告编号：2025-041 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： | 1、股票代码：000967 | 股票简称：盈峰环境 | | --- | --- | | 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 22 日起至 2025 年 7 月 3 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、若触发转股价格修正条款，公司将根据《深圳证券交易所上市公司自律 监管指引第 15 号——可转换公司债券》等相关规定及《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》（以下简称《募集说明书》）的 约定及 ...

Group 1 - The company announced the results of the convertible bond conversion for the second quarter of 2025, indicating that a total of RMB 154,900 has been converted into 18,974 shares, representing 0.0006% of the total shares before conversion [2][9] - As of June 30, 2025, the remaining amount of unconverted "Yingfeng Convertible Bonds" is RMB 1,476,033,700, accounting for 99.9894% of the total issuance [2][9] - The company issued a total of 14,761,896 convertible bonds with a total value of RMB 147,618.96 million, with an initial conversion price set at RMB 8.31 per share [2][3] Group 2 - The conversion period for the convertible bonds is from May 10, 2021, to November 3, 2026 [4] - The conversion price has been adjusted multiple times due to dividend distributions, with the latest adjustment reducing the price from RMB 8.09 to RMB 7.98 per share effective from July 18, 2023 [5][7] - The company has not yet repurchased any shares as of June 30, 2025, despite announcing a buyback plan with a total amount between RMB 200 million and RMB 300 million [12][13]

盈峰环境科技集团股份有限公司（以下简称"公司"）于 2025 年 4 月 10 日 召开第十届董事会第九次临时会议审议并通过了《关于回购公司股份方案暨取得 回购专项贷款承诺书的议案》，同意公司使用自有资金和银行股票回购专项贷款 资金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，回购的 公司股份将全部用于实施公司股权激励或员工持股计划。本次回购总金额不低于 人民币 2 亿元（含）且不超过人民币 3 亿元（含），回购价格不超过 9.25 元/股 （含），回购期限为自董事会审议通过回购股份方案之日起 12 个月内。具体内 容详见公司于 2025 年 4 月 11 日、2025 年 4 月 15 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《关于回购公司股份方案暨取得回购专项贷款承诺书 的公告》《关于回购公司股份的报告书》等相关公告。 证券代码：000967 公告编号：2025-040 号 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等相关规定，公司在回购期间应当在每 ...

证券代码：000967 公告编号：2025-039 号 盈峰环境科技集团股份有限公司 关于2025年第二季度可转债转股结果暨股份变动公告 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： 可转债转股情况：盈峰环境科技集团股份有限公司（以下简称"公司"）发 行的"盈峰转债"自 2021 年 5 月 10 日起可转换为本公司股份。截至 2025 年 6 月 30 日，累计已有人民币 154,900 元"盈峰转债"转为公司 A 股普通股，累计 转股股数为 18,974 股，占"盈峰转债"转股前公司已发行普通股股份总额的 0.0006%。其中 2025 年 4 月 1 日到 2025 年 6 月 30 日期间，共有 0 元"盈峰转 债"已转换成公司股票，转股数为 0 股。 1、可转债发行情况 经中国证券监督管理委员会"证监许可[2020]2219 号文"核准，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，每张面值 100 元，发 行总额 147,618.96 万元，初始转股价格为 8.31 元/股。 2、可转债上 ...

Investment Rating - The report maintains a "Positive" investment rating for the environmental protection and testing sector [9] Core Insights - As of June 28, 2025, there are 23 convertible bonds listed in the environmental protection and testing sector, with a total issuance scale of approximately 233.9 billion yuan and a latest balance of 192.0 billion yuan. The sector features several low-price and low-premium convertible bonds, suggesting potential investment opportunities driven by profitability and conversion [2][4][20] - The report recommends focusing on convertible bonds such as Wei 22, Wei 24, Green Power, Yingfeng, Hongcheng, Wangneng, and Guojian, highlighting their potential for price appreciation due to underlying stock performance [6][30] Summary by Sections Convertible Bonds Overview - The environmental protection and testing sector has 23 convertible bonds currently trading, with a total remaining scale of 192 billion yuan. Among these, 1 bond is from a central enterprise, 3 from local state-owned enterprises, and 19 from private enterprises [4][20] - There is 1 convertible bond currently in the issuance application stage, with a scale of 4.93 billion yuan from Shengjian Technology [24] Issued and Delisted Convertible Bonds - As of June 28, 2025, 21 convertible bonds have been delisted from the environmental protection and testing sector, with a total issuance scale of 152.9 billion yuan. Five bonds were delisted in 2024, with an average time to maturity of 1.08 years [5][26] Investment Strategy - The report emphasizes two main drivers for investment: profitability and conversion. Profitability can be enhanced through capacity expansion and exploring new growth avenues, which may lead to stock price increases and higher conversion values. If the premium rate of convertible bonds remains stable or decreases slightly, their prices are expected to rise [30][32] - Conversion may be driven by increased capital expenditures for new projects or weakened cash flow from existing projects, potentially leading to adjustments in conversion prices and indirectly boosting bond prices [30][32] Financial Projections - The report includes financial forecasts for several companies in the sector, indicating expected growth in net profits and corresponding price-to-earnings (PE) ratios for the years 2024 to 2027 [31]

盈峰环境科技集团股份有限公司 2025 年度跟踪评级报告 声 明 盈峰环境科技集团股份有限公司 2025 年度跟踪评级报告 编号：信评委函字[2025]跟踪 0818 号 中诚信国际信用评级有限责任公司 2025 年 6 月 23 日 2 盈峰环境科技集团股份有限公司 2025 年度跟踪评级报告 | 本次跟踪发行人及评级结果 | 盈峰环境科技集团股份有限公司 AA+ /稳定 | | --- | --- | | 本次跟踪债项及评级结果 | + "盈峰转债" AA | | 跟踪评级原因 | 根据国际惯例和主管部门要求，中诚信国际需对公司存续期内的债券进行 | | | 跟踪评级，对其风险程度进行跟踪监测。本次评级为定期跟踪评级。 | | | 本次跟踪维持主体及债项上次评级结论，主要基于盈峰环境科技集团股份有 限公司（以下简称"盈峰环境"或"公司"）所处环保产业前景良好，环保 | | 评级观点 | 板块保持行业优势地位，2024 年新能源环保装备产销量大幅增长，资本结构 | | | 稳健及融资渠道畅通等方面的优势对公司整体信用实力提供的有力支持。同 | | | 时，中诚信国际也关注到控股股东股权质押比例较高，存在经营 ...

法律意见书 浙江天册律师事务所 关于 盈峰环境科技集团股份有限公司 2024 年年度股东大会的 法律意见书 浙江省杭州市杭大路 1 号黄龙世纪广场 A 座 11 楼 310007 电话：0571-87901111 传真：0571-87901500 法律意见书 浙江天册律师事务所 关于 盈峰环境科技集团股份有限公司 2024 年年度股东大会的 法律意见书 编号：TCYJS2025H1011 号 致：盈峰环境科技集团股份有限公司 浙江天册律师事务所（以下简称"本所"）接受盈峰环境科技集团股份有限 公司（以下简称"盈峰环境"或"公司"）的委托，指派本所律师参加贵公司 2024 年年度股东大会，并根据《中华人民共和国证券法》（以下简称"《证券法》"）、 本法律意见书仅供 2024 年年度股东大会之目的使用。本所律师同意将本法 律意见书随盈峰环境本次股东大会其他信息披露资料一并公告，并依法对本所在 其中发表的法律意见承担法律责任。 本所律师按照律师行业公认的业务标准、道德规范和勤勉尽责的精神，对盈 峰环境本次股东大会所涉及的有关事项和相关文件进行了必要的核查和验证，同 时听取了公司就有关事实的陈述和说明。现出具法律意见 ...

（一）会议召开的情况 1、召开时间： 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： 在本次会议召开期间没有增加、否决或变更提案。 一、会议召开和出席的情况 证券代码：000967 公告编号：2025-038 号 盈峰环境科技集团股份有限公司 2024 年年度股东大会决议公告 （1）现场会议召开时间：2025 年 6 月 23 日下午 14:30。 （2）网络投票时间：2025 年 6 月 23 日。 其中，通过深圳证券交易所交易系统进行网络投票的时间为 2025 年 6 月 23 日 9:15- 9:25，9:30—11:30 和 13:00—15:00；通过深圳证券交易所互联网投票系统投票时间为 2025 年 6 月 23 日 9:15—15:00。 2、现场会议召开地点：盈峰环境科技集团股份有限公司（以下简称"盈峰环境"、 "公司"）总部会议室,广东省佛山市顺德区北滘镇新城区怡欣路 7-8 号盈峰中心 23 层； 3、召开方式：本次股东大会采取现场投票与网络投票相结合的方式； 4、召集人：公司董事会； 5、现场会议主持人：会议由董事长马刚先生 ...

Industry Overview - The urban environmental protection industry focuses on solving urban environmental issues and improving ecological quality through technology and management measures [1][9] - The industry has seen significant growth, with the market size projected to increase from 1.01 trillion yuan in 2019 to 1.49 trillion yuan in 2024 [7][9] Industry Environment - Urban areas are densely populated and face severe environmental challenges, making urban environmental protection a priority for national development [5] - As of the end of 2023, there are 694 cities in China, with an urbanization rate of 67%, indicating ongoing urbanization and a growing demand for environmental services [5] Industry Status - The urban environmental protection industry is categorized into four segments: energy conservation and emission reduction (35.81%), pollution control (29.96%), recycling (20.91%), and natural resource protection (13.32%) [9] - Major companies in the industry include China Everbright Environment, Beijing Enterprises Water Group, and China Tianying, which are part of the leading competitive tier [11] Future Trends - Technological innovation is driving the industry towards smart environmental solutions, with advancements in IoT, AI, and big data enhancing operational efficiency [17] - Continuous policy support is expected to facilitate market reforms, with initiatives aimed at improving resource and environmental market mechanisms [18] - The international market is becoming increasingly important, with Chinese environmental companies expanding their presence in Southeast Asia and the Middle East [19]