Core Viewpoint - The company, Jinglv Environment (001230.SZ), announced a board meeting scheduled for June 25, 2025, to review a proposal for changing its business scope and amending its articles of association, which will be submitted for shareholder approval [1] Business Scope Changes - The proposed changes to the business scope include the addition of research and development of intelligent robots, sales of intelligent robots, manufacturing of industrial robots, and installation and maintenance of industrial robots [1]

国元证券股份有限公司 关于劲旅环境科技股份有限公司 部分募集资金投资项目延期暨部分募集资金投资项目结项 并将节余资金永久补充流动资金的核查意见 劲旅环境科技股份有限公司（以下简称"劲旅环境"或"公司"）于 2025 年 6 月 25 日召开第二届董事会第二十次会议和第二届监事会第十六次会议，审 议通过了《关于部分募集资金投资项目延期暨部分募集资金投资项目结项并将节 余资金永久补充流动资金的议案》，同意将"城乡环卫项目配套资金项目"延期 至 2026 年 12 月 31 日，将"装备制造能力提升项目（包含环卫车辆和垃圾压缩 设备生产线智能化升级改造项目、技术中心建设项目）"、"智慧环卫信息化系 统升级改造项目"结项并将节余资金永久补充流动资金。 根据《证券发行上市保荐业务管理办法》《上市公司募集资金监管规则》《深 圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规范运作》等有关 规定的要求，国元证券股份有限公司（以下简称"国元证券"或"保荐机构"） 作为劲旅环境首次公开发行股票的保荐机构，对劲旅环境部分募集资金投资项目 延期暨部分募集资金投资项目结项并将节余资金永久补充流动资金进行了专项 核查，具体情 ...

证券代码：001230 证券简称：劲旅环境 公告编号：2025-027 劲旅环境科技股份有限公司 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：2024 年度 2．分配方案：分配比例固定 3．股权登记日：2025 年 6 月 12 日；除权除息日为：2025 年 6 月 13 日 4．A 股除权前总股本：133,496,097 股；回购专户上已回购的股份数量： 1,000,040 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）：3.20 元；现金分红总额（含税）：42,398,738.24 元；A 股除权后总股本：133,496,097 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）：3.176028 元 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 1,000,040 股不参与本次权益分派。本次权益分派将以公司现有 总股本 133,496,097 股剔除已回购股份 1,000,040 股 ...

劲旅环境今日下跌2.35%，全天换手率56.71%，成交额8.38亿元，振幅13.94%。龙虎榜数据显示，营业 部席位合计净卖出856.32万元。 深交所公开信息显示，当日该股因日换手率达56.71%上榜，营业部席位合计净卖出856.32万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.96亿元，其中，买入成交额为9391.66 万元，卖出成交额为1.02亿元，合计净卖出856.32万元。 具体来看，今日上榜营业部中，第一大买入营业部为东方证券股份有限公司张家港东环路证券营业部， 买入金额为2461.12万元，第一大卖出营业部为联储证券股份有限公司上海中山西路证券营业部，卖出 金额为2547.65万元。 资金流向方面，今日该股主力资金净流出6358.55万元，其中，特大单净流出4357.42万元，大单资金净 流出2001.12万元。近5日主力资金净流入5220.10万元。（数据宝） 劲旅环境5月30日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 东方证券股份有限公司张家港东环路证 ...

Group 1: Market Performance - Major indices experienced a strong rebound, with the Shanghai Composite Index rising by 0.7%, Shenzhen Component Index by 1.24%, and ChiNext Index by 1.37% [2] - Over 4,200 stocks in the two markets saw gains, with a total trading volume of approximately 1.19 trillion yuan [2] Group 2: Digital Currency and Software Sector - The digital currency and software sectors led the market rally, with notable stocks like Lakala (300773.SZ) and Sifang Jingchuang (300468.SZ) hitting the daily limit with a 20% surge [2] - New Guodu (300130.SZ) rose over 14%, while Feitian Chengxin (300386.SZ) and Shenzhou Information (000555.SZ) also saw significant increases of 12.84% and 10%, respectively [2] Group 3: Autonomous Driving and Intelligent Connected Vehicles - Stocks related to autonomous driving and intelligent connected vehicles surged, with companies like Fulongma (603686.SH) and Jintour Environment (001230.SZ) hitting the daily limit [3] - A strategic cooperation agreement was signed between Xiaoma Zhixing and Guangzhou Public Transport Group, focusing on autonomous vehicle services [3] Group 4: Innovative Pharmaceuticals - The innovative pharmaceutical sector remains active, with companies like Sanofi Guojian (688336.SH) rising over 12% [4][3] - The sector is supported by policy backing, global competitiveness, and improving fundamentals, with a focus on "innovation + internationalization" [4] Group 5: Automotive Sector - The automotive sector showed strong performance, with Jinlong Automobile (600686.SH) and Dongfeng Co. (600006.SH) both increasing by 10% [5] - The launch of new models by XPeng and supportive government policies in Fujian province are contributing factors to the sector's growth [5] Group 6: Weak Sectors - The precious metals and food processing sectors experienced declines, with companies like Western Gold (601069.SH) and Laiyifen (603777.SH) seeing significant drops [5]

Core Viewpoint - The stock of Jinglv Environment has experienced a significant surge, achieving three consecutive daily limit-ups, with a total increase of 33.07% during this period [2] Recent Stock Performance - As of 9:26 AM, the stock price reached 25.55 yuan, with a turnover rate of 1.19% and a trading volume of 641,600 shares, amounting to a transaction value of 16.39 million yuan [2] - The stock's limit-up order amount reached 409 million yuan, indicating strong buying interest [2] - The stock has been listed on the Dragon and Tiger list due to a cumulative deviation of 20% in its price over three consecutive trading days, with a net buying amount of 18.90 million yuan from leading brokerage firms [2] Financial Performance - In the first quarter, the company reported total operating revenue of 380 million yuan, reflecting a year-on-year growth of 0.58% [2] - The net profit for the same period was 39 million yuan, showing a year-on-year increase of 21.26% [2] Trading Data Summary - Recent trading data shows significant fluctuations in daily price changes and turnover rates, with notable net inflows of capital on certain days [2] - The highest daily increase recorded was 10.00% on May 27, 2025, with a net inflow of 44.56 million yuan [2]

Summary of the Conference Call on Jinlv Environment Industry Overview - The market potential for unmanned sanitation equipment is significant, with an estimated market space of approximately 40 to 50 billion by 2030 based on pure shipment volume. If considering the replacement of existing sanitation workers, the market space could be even larger. However, the current industry penetration rate is still below 3% [2][9] - Governments in first-tier cities like Shenzhen, Suzhou, and Guangzhou are actively promoting unmanned sanitation policies, gradually expanding to provincial capitals and second- and third-tier cities. Improvements in communication infrastructure and roadside license issuance are providing more scenarios for unmanned sanitation robots [2][3] Key Points and Arguments - Jinlv Environment's calculations in Hefei High-tech Zone indicate that unmanned operations can reduce personnel by 10-20% compared to mechanical operations, although equipment operating costs slightly increase. Over five years, this could save approximately 100,000 yuan annually in a 1 million square meter area [2][4] - The sanitation industry faces challenges such as labor shortages and difficulties in managing an aging workforce. Unmanned sanitation equipment can help reduce labor costs and improve operational efficiency, especially in 24-hour continuous operations and large-scale cleaning [2][6] - Jinlv Environment is advancing from mechanical replacement of labor to unmanned operations through a dual-track strategy, collaborating with external autonomous driving teams while also developing an internal autonomous driving R&D team [2][14] Future Developments - The company plans to launch an optimized 2.0 version of its unmanned sanitation product in Q3 2025, with a robot for litter collection expected by the end of 2025 or early 2026 [3][17] - Jinlv Environment is investing 1 billion yuan in Changzhou to expand production capacity to meet new market demands and reserve capacity for overseas markets [3][15] Market Trends - The future of the unmanned sanitation equipment market looks promising, with ongoing policy support from governments and improvements in infrastructure. As technology advances and applications expand, penetration rates are expected to increase, driving industry development and transformation [5][9] Challenges and Solutions - The industry faces significant pain points, including recruitment difficulties and the management of an aging workforce. Unmanned sanitation equipment is seen as a necessary trend to address these issues [6][18] - The current unmanned sanitation vehicles cannot fully replace human labor but emphasize human-machine collaboration. Future developments may include robots designed for specific tasks like litter collection [7][8] Company Strategy and Capabilities - Jinlv Environment has a strong foundation in the sanitation equipment industry, having started with waste transfer equipment and gradually transitioning to electric and automated vehicles since 2015. The company employs a dual-track strategy in autonomous driving, ensuring compatibility with industry needs [14][13] - The company is also developing a cloud platform to support the management of unmanned equipment, which will include data collection and remote control functionalities [19] Conclusion - Jinlv Environment is well-positioned to capitalize on the growing unmanned sanitation market through strategic investments, technological advancements, and a focus on addressing industry challenges. The company's plans for product development, capacity expansion, and cloud platform integration indicate a comprehensive approach to enhancing operational efficiency and market presence [10][12][15]

证券代码：001230 证券简称：劲旅环境 公告编号：2025-026 劲旅环境科技股份有限公司 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。 一、股票交易异常波动情况 劲旅环境科技股份有限公司（以下简称"公司"或"本公司"）股票（证券 简称：劲旅环境，证券代码：001230）于 2025 年 5 月 27 日、5 月 28 日连续二 个交易日收盘价格涨幅偏离值累计达到 21.56%，根据《深圳证券交易所交易规 则》，属于股票异常波动情况。 二、公司关注并核实情况的说明 决策、理性投资。 《证券时报》 《证券日报》 《中国 较大影响的未公开重大信息； 披露的重大事项，或处于筹划阶段的重大事项； 票的行为； 三、是否存在应披露而未披露信息的说明 本公司董事会确认，本公司目前没有任何根据《深圳证券交易所股票上市规 则》等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、 协议等；董事会也未获悉本公司有根据《深圳证券交易所股票上市规则》等有关 规定应予以披露而未披露的、对本公司股票及其衍生品种交易价格产生较大影响 的信息；公司前期披露的信息不存在需 ...

劲旅环境科技股份有限公司 证券代码：001230 证券简称：劲旅环境 公告编号：2025-026 股票交易异常波动公告 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。 一、股票交易异常波动情况 劲旅环境科技股份有限公司（以下简称"公司"或"本公司"）股票（证券 简称：劲旅环境，证券代码：001230）于 2025 年 5 月 27 日、5 月 28 日连续二 个交易日收盘价格涨幅偏离值累计达到 21.56%，根据《深圳证券交易所交易规 则》，属于股票异常波动情况。 二、公司关注并核实情况的说明 针对公司股票异常波动的情况，公司董事会通过书面方式向控股股东、实际 控制人及一致行动人进行了核查，现将有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生 较大影响的未公开重大信息； 3、近期公司经营情况及内外部经营环境未发生重大变化； 4、经核查，公司、控股股东和实际控制人不存在关于本公司的应披露而未 披露的重大事项，或处于筹划阶段的重大事项； 5、经核查，公司控股股东、实际控制人在股 ...

Market Overview - The market experienced fluctuations with all three major indices slightly declining. The new consumption concept surged, with stocks like Shuiyang Co., Mingpai Jewelry, Zhou Dashing, and Junyao Health hitting the daily limit. The unmanned logistics vehicle concept remained active, with stocks such as Tongda Electric, Yunnei Power, and Jinlv Environment also reaching the daily limit. Nuclear power and controllable nuclear fusion concepts continued to show strength, with companies like Hezhan Intelligent, Rongfa Nuclear Power, and Xue Ren Co. hitting the daily limit. In contrast, pharmaceutical stocks experienced volatility, with Haichen Pharmaceutical dropping over 10%. Overall, more than 3,400 stocks declined, with a total transaction volume of 1.03 trillion yuan [1]. Hot Topics Unmanned Logistics Vehicles - Unmanned logistics vehicles saw significant gains, with stocks like Tongda Electric, Yunnei Power, Jinlv Environment, and Debang Co. reaching the daily limit. The launch of the E-series unmanned logistics vehicle by Jiu Shi Intelligent on May 27 was reported by Hubei Daily [4]. - According to Longjiang Securities, the domestic low-speed unmanned logistics vehicle market is expected to experience explosive growth, with leading logistics technology companies projected to see a multiple increase in order volume by 2025. The reduction in core component costs and improved algorithm efficiency provide significant economic benefits compared to manual operations [5][6]. Nuclear Fusion - The nuclear fusion sector remained active, with companies like Shangwei Co. and Rongfa Nuclear Power achieving consecutive daily limits. A report from FIA indicated that 26 out of 37 surveyed commercial nuclear fusion companies believe the first nuclear fusion unit will be connected to the grid by 2035 [7]. - Huayuan Securities highlighted that nuclear fusion offers unmatched advantages over other energy sources, making it a potential solution to global energy challenges. The competition in the fusion sector is accelerating, with countries updating their fusion development strategies. The number of global fusion devices has exceeded 100, and China's participation in international ITER projects is forming a preliminary fusion equipment industry chain [9]. Consumer Sector - The consumer sector remained active, with companies like Kuaijishan experiencing over a 60% increase in stock price over the past week. Junyao Health and other companies also hit the daily limit [10]. - Pacific Securities noted that emotional consumption, cost-performance ratio, and health trends are becoming key factors for successful products in the consumer market. Companies with "new consumption" attributes continue to attract attention, particularly in the snack and beverage sectors [11][12].