证券代码：000967 公告编号：2025-051 号 盈峰环境科技集团股份有限公司 关于控股股东部分股份质押的公告 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。 盈峰环境科技集团股份有限公司（以下简称"公司"）近日接到控股股东宁 波盈峰资产管理有限公司（以下简称"宁波盈峰"）的函告，获悉宁波盈峰所持 有本公司的部分股份办理了质押业务，具体事项如下： 二、控股股东及其一致行动人股份累计质押的基本情况 | 已 | 质 | 押 | 股 | 份 | 未 | 质 | 押 | 股 | 份 | 情况 | 情况 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 占 | 其 | 占 | 公 | 已质押 | 持 | 股 | 本次质押前 | 本次质押后 | 所 | 持 | 司 | 总 | 占 | 已 | 未质押 | 占 | 未 | | | | 股东 ...

Group 1 - The latest stock price of Yingfeng Environment is 7.20 yuan, with an increase of 0.16 yuan, representing a rise of 2.27% compared to the previous trading day [1] - The stock reached a maximum of 7.27 yuan and a minimum of 6.98 yuan during the trading session, with a trading volume of 511,800 shares and a total transaction amount of 364 million yuan [1] - Yingfeng Environment operates in the environmental protection industry, focusing on areas such as sanitation equipment manufacturing, sanitation service operations, and waste classification [1] Group 2 - Yingfeng Environment has recently established a new environmental technology company in Hainan, with a registered capital of 10 million yuan, which will engage in the sale of environmental protection equipment and new energy vehicles [1] - On August 15, Yingfeng Environment experienced a net inflow of main funds amounting to 12.6044 million yuan, while there was a net outflow of 15.2116 million yuan over the past five days [2]

（原标题：盈峰环境在海南成立环境科技公司，含汽车销售业务） 企查查APP显示，近日，海南大美盈合环境科技有限公司成立，法定代表人为符驱，注册资本为1000万 元，经营范围包含：环境保护专用设备销售；生活垃圾处理装备销售；汽车销售；新能源汽车整车销售 等。企查查股权穿透显示，该公司由盈峰环境（000967）间接全资持股。 ...

Group 1 - Hainan Demei Yinghe Environmental Technology Co., Ltd. has been established with a registered capital of 10 million yuan [1] - The legal representative of the company is Fu Qu [1] - The business scope includes sales of environmental protection equipment, waste treatment equipment, automobile sales, and new energy vehicle sales [1] Group 2 - The company is wholly owned by Yingfeng Environment through indirect shareholding [1]

从资金流向上来看，当日环保设备板块主力资金净流出3800.48万元，游资资金净流出2773.64万元，散户 资金净流入6574.13万元。环保设备板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 603126 | 中材节能 | | 1.04亿 | 16.26% | -3119.63万 | -4.86% | -7323.55万 | -11.40% | | 000967 | 盈峰环境 | | 4022.54万 | 9.66% | -1154.12万 | -2.77% | -2868.42万 | -6.89% | | 300210 | 森远股份 | | 2356.31万 | 10.83% | 952.04万 | 4.38% | -3308.35万 | -15.21% | | 600388 龙净环保 | | | 1500.16万 | 6.97% | -1428.66万 | -6.64% ...

Group 1 - The core viewpoint is that humanoid robots are accelerating towards terminal application implementation, with industrial manufacturing scenarios expected to achieve large-scale adoption first [2] - The 2025 World Robot Conference successfully sold 19,000 robots and related products, generating over 200 million yuan in sales [1] - The National Robot Industry Index (980022) reflects the price changes of listed companies related to the robot industry in the Shanghai and Shenzhen stock exchanges [2] Group 2 - As of July 31, 2025, the top ten weighted stocks in the National Robot Industry Index accounted for 40.09% of the index, with notable companies including Stone Technology and Ecovacs [3] - The highest application scenario for humanoid robots at the conference was commercial services (including medical), accounting for 41%, followed by industrial manufacturing at 22% [2] - The pricing gradient for humanoid robots is structured as "industrial > commercial > research," indicating a strong market for high-end industrial products [2]

Group 1 - The Robot ETF (562500) experienced a decline of 0.53% as of 1:45 PM, influenced by a market pullback, with a maximum intraday drop of 2% before recovering [1] - Major component stocks included Matrix Technology, which rose by 5.95%, and Yingfeng Environment and Robot, both increasing by over 3%. Conversely, Jingpin Special Equipment fell by 6.66%, with Huachen Equipment and Oat Technology also declining by over 3% [1] - Trading volume was significant, with a total transaction amount of 1.479 billion and a turnover rate of 9.05%, indicating active market participation [1] Group 2 - On August 14, Zhiyuan Robotics launched the industry's first open-source platform for robot world modeling, Genie Envisioner (GE), aimed at unifying robot control modes and innovating traditional workflows [1] - The 2025 World Robot Conference concluded successfully on August 12, showcasing 123 new products, highlighting the latest breakthroughs in the robotics field [1] - The first global humanoid robot sports event will be held in Beijing from August 14 to 17, with a recommendation to focus on humanoid robot developments and investment opportunities in the supply chain as production routes become clearer [1] Group 3 - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 100 billion, covering various segments such as humanoid robots, industrial robots, and service robots, facilitating investors' access to the entire robotics industry chain [2]

Summary of the Conference Call on Sanitation Automation Industry Industry Overview - The conference focused on the sanitation automation industry, particularly the adoption of unmanned sanitation equipment and its economic viability [1][2][3]. Key Points and Arguments 1. **Economic Viability of Small Tonnage Equipment**: - Small tonnage equipment is highlighted as having stronger economic feasibility and is approaching a high cost-performance stage [2]. - Companies such as Fulongma, Jinglv Environment, Qiaoyin Co., and Yuhua Tian are identified as having significant sanitation service revenue, which contributes to their performance elasticity [2]. 2. **Employment Impact**: - The transition to automation in sanitation may create short-term employment pressures, particularly for low-income labor groups [3]. - Long-term trends indicate that aging populations will lead to a labor shortage in the sanitation sector, necessitating automation [4]. 3. **Market Size and Growth**: - The total market size for sanitation equipment is estimated to be around 200 billion, with significant growth potential as automation adoption increases [5]. - The industry is expected to see a 130% growth rate in the coming year, driven by policy support in major cities like Guangzhou and Shenzhen [6]. 4. **Types of Unmanned Equipment**: - Three categories of unmanned sanitation equipment are discussed: small tonnage cleaning devices, L4 level unmanned sanitation vehicles, and humanoid robots for sanitation tasks [10][11][12]. - The economic analysis indicates that small tonnage devices can replace 2-3 workers, achieving cost parity within 3-4 years [12][24]. 5. **Market Dynamics**: - The market is characterized by a fragmented landscape with significant participation from sanitation service companies, equipment manufacturers, and technology firms [18][19]. - Government-led initiatives are prevalent, with many cities implementing policies to promote the use of unmanned sanitation equipment [16][17]. 6. **Future Projections**: - The market for small tonnage unmanned devices is projected to reach approximately 575 billion, while L4 level vehicles could reach 761 billion, indicating a combined market potential exceeding 1 trillion [15]. - The report anticipates that small tonnage equipment will lead the market in the next 1-2 years due to its economic advantages [28]. Additional Important Insights - The aging workforce in sanitation services is a critical factor driving the need for automation [4][5]. - The report emphasizes the importance of policy support in facilitating the adoption of unmanned sanitation technologies [16][17]. - Companies are encouraged to leverage technological advancements to enhance operational efficiency and reduce costs [27][28]. This summary encapsulates the key insights from the conference call regarding the sanitation automation industry, highlighting its economic potential, market dynamics, and the implications of workforce changes due to automation.

Summary of the Conference Call on the Sanitation Industry Industry Overview - The sanitation industry is facing challenges such as aging workforce and rising labor costs, making automation technology a pressing need for long-term development. The market size for sanitation equipment is expected to reach 200 billion yuan [1][5][15]. Key Insights and Arguments - In the first half of 2025, the number of projects applying for unmanned sanitation equipment exceeded 90, doubling from 2024, with an expected industry growth rate of 130% for the year, primarily driven by policy support [1][6]. - Unmanned technology significantly enhances corporate performance, with some companies experiencing performance elasticity exceeding 70%. Beneficiaries include companies like Fulongma, Jinjing Environment, Qiaoyin Co., and Yuhua Tian [1][7]. - Small-tonnage intelligent sanitation equipment (under 3 tons) is suitable for closed or semi-closed environments, capable of replacing 2-3 workers. Initial pricing at 300,000 yuan can achieve economic parity in 3-4 years, while a reduction to 200,000 yuan accelerates this to 2-3 years [1][13]. - Large-tonnage L4 unmanned sanitation vehicles (over 6 tons) are designed for open municipal roads, with initial costs around 1 million yuan. Economic viability is not apparent in the short term and requires a price drop to around 600,000 yuan to achieve economic parity in 2-3 years [1][13]. Market Potential - The current operational ratio of unmanned equipment is estimated at 20%, with the small equipment market space around 57.5 billion yuan and large equipment around 76.1 billion yuan, totaling over 100 billion yuan. In a neutral optimistic scenario, the market could reach 200-250 billion yuan [1][15]. - The sanitation unmanned equipment market is expected to approach 10 billion yuan by 2025, with major players including Fulongma, Jingyu, Qiaoyin, Yuhua Tian, Yufeng, and Yutong [2][15]. Current Application Status - By 2024, 82 projects were mandated to apply unmanned sanitation equipment, with over 90 projects in the first half of 2025, indicating a doubling growth rate. Key cities like Guangzhou and Shenzhen have policies requiring smart equipment in environmental service contracts [6][9]. Economic Impact on Companies - The introduction of small-tonnage unmanned equipment significantly impacts operational profitability. For instance, Fulongma shows a 177% elasticity in operational profit contribution, followed by Yuhua Tian at 85% and Qiaoyin at 72% [19]. Development Trends - The sanitation industry is undergoing a necessary upgrade from electrification to automation and unmanned technology. The aging workforce and rising labor costs necessitate this shift, with policies driving the adoption of unmanned orders [8][25]. - The market space is substantial, and the industry is at a critical juncture for adopting unmanned technology, with significant policy support from major cities [15][25]. Company Progress - Companies like Yinfeng Environment and Yutong Heavy Industry have made significant advancements in unmanned sanitation technology, with product launches and pilot applications in major cities [17][18]. Conclusion - The sanitation unmanned equipment market is poised for significant growth, driven by policy support and technological advancements. Companies that adapt to this trend are likely to benefit from enhanced operational efficiency and reduced costs, making it a crucial area for investment and development in the coming years [27].

Group 1 - The total salary scale of CFOs in A-share listed companies for 2024 reaches 4.27 billion yuan, with an average salary of approximately 675,800 yuan in the environmental equipment II industry [1] - The highest salary among CFOs is 1.55 million yuan for Qiu Shucai from Longjing Environmental Protection, while the lowest is 461,800 yuan for Zhou Xianyun from Wanyi Technology [1] - The average age of CFOs is 46.9 years, with the oldest being 54 years old and the youngest at 37 years old [1] Group 2 - There is a reverse correlation between salary and education level among CFOs, with average salaries of 488,700 yuan for PhDs, 710,800 yuan for Masters, 758,100 yuan for Bachelors, and 452,800 yuan for those with associate degrees [1] - Some CFOs' salaries are not aligned with company performance, indicating a disconnect between compensation and company profitability [1] - Two CFOs received warnings or public notifications for violations in 2024-2025 [1] Group 3 - Wang Qingbo from Yingfeng Environment received two warnings but has a salary of 1.1998 million yuan for 2024, an increase of 398,800 yuan or 50% from 2023 [2] - Wang Jin from Bixing Wulian received one warning, with a salary of 574,100 yuan, due to failure to update semi-annual performance forecasts and timely disclose significant contracts [2]