2．分配方案：分配比例固定 3．股权登记日：2025年10月23日；除权除息日为：2025年10月24日 4．A股除权前总股本：134,226,057股；回购专户上已回购的股份数量：0股；除回购股份外不存在其他 不参与分红的股份 5．每10股派息（含税）：1.10元；现金分红总额（含税）：14,764,866.27元；A股除权后总股本： 134,226,057股 6．按A股除权前总股本（含回购股份及其他不参与分红的股份）计算的每10股派息（含税）：1.10元 登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 特别提示： 1．分红年度：2025年半年度 劲旅环境科技股份有限公司（以下简称"公司"或"本公司"）回购专用证券账户中的股份数量为0股。本 次权益分派将以公司现有总股本剔除已回购股份0股后的134,226,057股为基数，向全体股东每10股派发 现金股利人民币1.10元（含税），实际派发现金分红总额=134,226,057股×1.10元/10股=14,764,866.27元 （含税）。 按公司总股本折算每股现 ...

（文章来源：证券日报） 证券日报网讯 10月16日晚间，劲旅环境发布公告称，2025年半年度权益分派方案为向全体股东每10股 派1.1元人民币现金（含税）。股权登记日为2025年10月23日，除权除息日为2025年10月24日。 ...

3．股权登记日：2025 年 10 月 23 日；除权除息日为：2025 年 10 月 24 日 证券代码：001230 证券简称：劲旅环境 公告编号：2025-058 劲旅环境科技股份有限公司 2025年半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内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1．分红年度：2025 年半年度 2．分配方案：分配比例固定 1．2025 年 5 月 15 日，公司召开 2024 年年度股东大会，审议通过了《关于 提请股东大会授权董事会制定 2025 年中期分红方案的议案》，同意授权董事会 制定 2025 年中期分红方案，分红条件为公司在当期盈利、累计未分配利润为正； 公司现金流可以满足正常经营和持续发展的要求。在满足前述分红条件下，分红 金额不超过当期归属于上市公司股东的净利润。本次股东大会决议公告已于 2025 年 5 月 16 日刊登在《证券时报》《中国证券报》《上海证券报》《证券日 报》《经济参考报》和巨潮资讯网（www.cninfo.com.cn）上。 2．2025 年 8 月 25 日，公司召开第二届董事会第二十二次会议，以 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 6、授予价格：11.18元/股 7、授予后股份性质：有限售条件流通股 8、股份授予方名称：劲旅环境科技股份有限公司回购专用证券账户 根据《上市公司股权激励管理办法》《深圳证券交易所上市公司自律监管指南第1号一一业务办理》及 中国证券登记结算有限责任公司深圳分公司有关规则的规定，劲旅环境科技股份有限公司(以下简称"公 司"或"本公司")完成了2025年限制性股票激励计划(以下简称"本次激励计划")的授予登记工作，现将相 关内容公告如下： 一、本次激励计划已履行的相关审批程序 （一）2025年7月11日，公司召开第二届董事会第二十一次会议，审议通过了《关于劲旅环境科技股份 有限公司2025年限制性股票激励计划（草案）及其摘要的议案》《关于劲旅环境科技股份有限公司2025 年限制性股票激励计划实施考核管理办法的议案》《关于提请股东大会授权董事会办理公司2025年限制 性股票激励计划相关事宜的议案》等相关议案。公司拟向22名激励对象授予限制性股票总计不超过173 万股，约占本激励计划草案公告时公司股本总额13,349.61万股的1.30%。股票来源为公司从二级市场回 ...

Core Viewpoint - The implementation of equity incentives has significantly boosted the performance of many companies in the A-share market, with an average increase of over 64% in the equity incentive sector, outperforming major indices like the Shanghai Composite Index and the ChiNext Index [1][2]. Group 1: Performance of Companies - The equity incentive sector has seen 27 stocks more than double in value this year, with New Yisheng leading at a 354.85% increase [1]. - Companies like Nanya New Materials and Zhongji Xuchuang have also shown impressive growth, with revenue increases of over 43% and net profit increases of nearly 58% [1]. - The majority of companies that implemented equity incentives have experienced significant performance improvements, with 88% reporting revenue growth and 76.88% reporting net profit growth [2]. Group 2: Impact of Equity Incentives - Equity incentives align the interests of employees with those of the company, enhancing motivation and innovation, which in turn drives company performance in various areas [2]. - The market perceives companies that implement equity incentives as more confident in their future growth, leading to higher stock valuations [2]. Group 3: Future Growth Potential - Recent data indicates that 63 stocks have implemented equity incentives since September, with many expected to achieve high growth rates in net profit, exceeding 15% in the coming years [3]. - Shaoneng Co., with a low price-to-book ratio of 1.32, is highlighted as a company with significant growth potential in the clean energy sector [3]. - The company has set ambitious performance targets for its equity incentive plan, aiming for a net profit growth rate of at least 30% in 2025 and 97% by 2027 [4][5]. Group 4: Market Trends - The slow bull market in A-shares is creating favorable conditions for investment in the equity incentive sector, with expectations of more quality companies emerging [6]. - The increasing recognition of the importance of equity incentives among companies is likely to lead to more opportunities for investors [6].

证券代码：001230 证券简称：劲旅环境 公告编号：2025-057 重要内容提示： 8、股份授予方名称：劲旅环境科技股份有限公司回购专用证券账户 根据《上市公司股权激励管理办法》《深圳证券交易所上市公司自律监管指 南第 1 号——业务办理》及中国证券登记结算有限责任公司深圳分公司有关规则 的规定，劲旅环境科技股份有限公司(以下简称"公司"或"本公司")完成了 2025 年限制性股票激励计划(以下简称"本次激励计划")的授予登记工作，现 将相关内容公告如下： 一、本次激励计划已履行的相关审批程序 （一）2025 年 7 月 11 日，公司召开第二届董事会第二十一次会议，审议通 过了《关于劲旅环境科技股份有限公司 2025 年限制性股票激励计划（草案）及 其摘要的议案》《关于劲旅环境科技股份有限公司 2025 年限制性股票激励计划 1、本次激励计划授予股份数量：1,000,040 股 2、占授予前上市公司总股本的比例：0.75% 3、本次授予限制性股票股份来源：回购 4、本次授予限制性股票总人数：9 人（其中 1 人与新增股份重复） 5、限制性股票授予完成日：2025 年 9 月 26 日 6、授予价格：11 ...

截至9月25日收盘，垃圾分类概念下跌1.43%，位居概念板块跌幅榜前列，板块内，福龙马跌停，启迪 环境、维尔利、劲旅环境等跌幅居前，股价上涨的有15只，涨幅居前的有华自科技、格林美、中创环保 等，分别上涨8.58%、2.90%、2.87%。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 603686 | 福龙马 | -10.00 | 33.98 | -39345.02 | | 002246 | 北化股份 | 0.19 | 11.42 | -13707.70 | | 002272 | 川润股份 | -3.09 | 17.32 | -11208.16 | | 000826 | 启迪环境 | -8.43 | 22.34 | -10098.54 | | 600375 | 汉马科技 | 2.00 | 9.92 | -9018.28 | | 000680 | 山推股份 | -2.33 | 4.04 | -4537.09 | | 300403 | 汉宇集团 | -1.77 | 6.91 | -4148.99 ...

Group 1 - The stock of Jintour Environment (001230.SZ) closed at 23.72 yuan, with a decline of 6.13%, currently in a state of breaking issue [1] - Jintour Environment was listed on the Shenzhen Stock Exchange on July 15, 2022, with an issuance price of 34.51 yuan per share and a total of 27,848,337 shares issued [1] - The highest stock price recorded on the first day of listing was 49.69 yuan, which remains the highest price since its listing [1] Group 2 - The total amount raised from the issuance was 961.0461 million yuan, with a net amount of 820.2627 million yuan after expenses [1] - The funds raised are intended for urban and rural sanitation project funding, equipment manufacturing capacity enhancement, and smart sanitation information system upgrades [1] - The total issuance costs amounted to 140.7834 million yuan, with the underwriting fees to Guoyuan Securities totaling 98.9348 million yuan [1] Group 3 - Jintour Environment announced its 2023 annual equity distribution plan, proposing a cash dividend of 3.50 yuan for every 10 shares and a capital reserve increase of 2 shares for every 10 shares [2] - The record date for the distribution is set for June 5, 2024, and the ex-dividend date is June 6, 2024 [2]

Summary of the Conference Call for Jinglv Environment Industry Overview - Jinglv Environment is transitioning from early equipment manufacturing to urban operation services, with service revenue now accounting for 60% and equipment revenue for 40% [2][6][5] - The market for unmanned sanitation vehicles is expected to open significantly, with project totals estimated to exceed 100 billion yuan in the first half of 2025 and an annual market size projected to surpass 300 billion yuan [2][12] Key Points and Arguments Business Structure and Revenue Composition - The company’s main business segments include equipment, urban operation services, and smart sanitation operations [3] - The revenue composition has shifted from primarily equipment manufacturing to a more balanced approach, with a significant increase in service revenue since 2015 [6] - The company has approximately 270 million yuan in hand orders and expects revenue to double in 2025 due to adjustments in fiscal spending [2][6] Unmanned Sanitation Vehicle Development - The company plans to deploy around 50 unmanned sanitation vehicles in 2025, with 60% for internal projects and 40% for external sales [2][7][8] - The cost of unmanned sanitation vehicles has significantly decreased, with prices dropping from over 800,000 yuan to around 100,000-200,000 yuan [2][10] - Unmanned vehicles can replace 3-4 workers, saving approximately 120,000 yuan annually, with a payback period of 2-3 years [11] Market Dynamics and Growth Potential - The unmanned sanitation market is rapidly expanding, with over 100 projects opened in the first half of 2025, indicating a growing demand for automation in sanitation [9] - The market remains fragmented with no dominant players, leading to slower growth rates but significant potential for expansion [12] Cost Structure and Economic Efficiency - The hardware costs of unmanned vehicles account for 40%-50% of total costs, with the remaining costs attributed to smart driving algorithms [15] - The company utilizes NVIDIA's Orin chip for its rich ecosystem and ease of technology transfer [16] - The average labor cost is low due to the company's origins in rural sanitation projects, where wages are significantly lower [29][28] Long-term Contracts and Profitability - The company has long-term contracts ranging from 10 to 30 years, with an average order cycle of 10-15 years [31] - The bidding bottom line for new urban projects is set at a net profit margin of around 10% [33] - Opportunities for price adjustments exist in long-term contracts based on wage levels or fuel prices [34] Research and Development - The R&D team consists of approximately 30 members, focusing on software algorithms and hardware development [17] - The company does not anticipate needing significant additional funding for R&D as the unmanned technology matures [18] Challenges and Future Outlook - The equipment revenue has faced pressure due to seasonal order patterns, with significant order confirmations expected in the second half of 2025 [36] - The company is well-positioned to capitalize on the growing demand for unmanned sanitation solutions, with a focus on technological advancements and cost efficiencies [2][12][19] Additional Important Insights - The company has established a subsidiary, Shanghai Xunming, to independently operate and cater to B-end clients [14] - The operational costs are kept low through mechanization and technological empowerment, enhancing overall efficiency [29][30]

Core Viewpoint - The company, Jinglv Environment, has developed autonomous sanitation equipment for urban non-motorized road scenarios and closed or semi-closed environments, with plans to launch these products in the second half of 2025 [1] Product Development - The company has created a full range of small, medium, and large street sweepers, with capacities ranging from under 0.5 tons to over 2 tons, designed for various operational environments from narrow sidewalks to wider non-motorized lanes [1] - Future plans include accelerating product upgrades, reducing costs, and quickly launching the third generation of fully self-developed intelligent driving products [1] Technological Integration - The company is focusing on the development of a picking robot that combines robotic intelligence with autonomous driving technology, aimed at collecting scattered waste in outdoor and landscaping scenarios [1]