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].

Core Viewpoint - A total of 13 A-share listed companies have announced share repurchase or increase plans amounting to 200 million yuan or more, with China Railway's chairman proposing the largest repurchase plan of 800 million to 1.6 billion yuan [1][2] Group 1: Company Announcements - China Railway plans to repurchase 800 million to 1.6 billion yuan of its A-shares to reduce registered capital [1][2] - GoerTek announced a repurchase plan of 500 million to 1 billion yuan [2] - Runze Technology's chairman proposed a repurchase of 500 million to 1 billion yuan [2] - Satellite Chemical intends to repurchase 200 million to 400 million yuan of its shares [2] - Yingfeng Environment plans to repurchase 200 million to 300 million yuan of its shares [2] - Tianshan Aluminum aims to repurchase 200 million to 300 million yuan of its shares [2] - Shanghai Electric plans to repurchase 150 million to 300 million yuan of A-shares for reducing registered capital [2] - Sanhuan Group intends to repurchase 150 million to 200 million yuan of its shares [2] - Xiyu Co. proposes a repurchase of 100 million to 200 million yuan for reducing registered capital [2] - Inspur Information's chairman proposed a repurchase of 200 million to 300 million yuan, while Inspur Group plans to increase its stake by 100 million to 200 million yuan [1][2] - New Fengming's controlling shareholder intends to increase its stake by 200 million to 300 million yuan [2] - BaoTi's controlling shareholder plans to increase its stake by 150 million to 300 million yuan [2] - Anhui Hefei's controlling shareholder intends to increase its stake with a total investment of 100 million to 200 million yuan [2]

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 ...

证券代码：000967 公告编号：2025-009 号 基于对公司未来发展前景的信心和对公司价值的高度认可，并结合公司经营 情况、主营业务发展前景、公司财务状况以及未来的盈利能力等基础上，公司拟 以自有资金和银行股票回购专项贷款资金回购公司股份，并将用于实施公司股权 激励或员工持股计划，以此进一步完善公司治理结构，有效构建由管理团队持股 的长期激励与约束机制，确保公司长期经营目标的实现，推动全体股东的利益一 致与收益共享，提升公司整体价值。 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 回购公司股份方案暨取得回购专项贷款承诺书的公告》。 二、备查文件 1、经与会董事签字并加盖董事会印章的第十届董事会第九次临时会议决议。 特此公告。 盈峰环境科技集团股份有限公司 第十届董事会第九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" ...

Group 1 - The company plans to repurchase shares worth 200 million to 300 million yuan, funded by its own capital and a special bank loan for stock repurchase [1] - The repurchase price will not exceed 9.25 yuan per share [1] - All repurchased shares will be used for implementing equity incentives or employee stock ownership plans; any unused shares after 36 months will be canceled following relevant procedures [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000967 公告编号：2025-007号 盈峰环境科技集团股份有限公司 关于2025年第一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。 可转债未转股情况：截至2025年3月31日，尚未转股的"盈峰转债"金额为人民币1,476,033,700元，占"盈 峰转债"发行总量的比例为99.9894%。 2、"盈峰转债"于2024年12月19日至2024年12月25日期间实施回售，根据中国证券登记结算有限责任公 司深圳分公司提供的数据，"盈峰转债" 因回售而减少的数量为10张，该变动结果在2025年第一季度可 转债持有人名册中反映。 根据《深圳证券交易所股票上市规则》、《深圳证券交易所上市公司自律监管指引第15号一一可转换公 司债券》的有关规定，公司现将2025年第一季度可转换公司债券转股及公司股份变动的情况公告如下： 一、"盈峰转债"发行上市基本概况 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 ...

证券代码：000967 公告编号：2025-007 号 盈峰环境科技集团股份有限公司 关于2025年第一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： 1、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 3 月 31 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 1 月 1 日到 2025 年 3 月 31 日期间，共有 12,000 元"盈 峰转债"已转换成公司股票，转股数为 1,526 股。 可转债未转股情况：截至 2025 年 3 月 31 日，尚未转股的"盈峰转债"金额 为人民币 1,476,033,700 元，占"盈峰转债"发行总量的比例为 99.9894%。 2、"盈峰转债"于 2024 年 12 月 19 日至 2024 年 12 月 25 日期 ...