Core Viewpoint - The concept of unmanned logistics and sanitation vehicles is experiencing a resurgence, leading to significant stock price increases for several companies in this sector [1] Group 1: Market Activity - The unmanned logistics vehicle concept has been active, driving a surge in the unmanned sanitation vehicle sector [1] - Companies such as Yunnei Power, Tongda Electric, Jintui Environment, Fulongma, and Debon Logistics have reached their daily price limit [1] - Other companies like Dadi Electric, Yuhua Tian, Kejie Intelligent, and Tongxingbao have seen stock price increases of over 10% [1] Group 2: Financing and Growth - Several autonomous driving companies focused on logistics have completed financing this year, indicating strong investor interest [1] - Baixiniu received a joint investment of 200 million yuan from SF Express, planning to deploy 2,000 unmanned vehicles across 50 cities [1] - Jiusi Intelligent has raised over 430 million USD, with plans to deliver more than 3,000 vehicles next year [1]

Group 1 - The solid waste management sector has seen a short-term surge, with companies such as Fulongma (603686), Qiaoyin Co., Ltd. (002973), and Jinlv Environment (001230) hitting the daily limit up [1] - Yuhua Tian (300815) and Xin'an Clean (300815) have increased by over 10%, indicating strong market interest [1] - Other companies like Jinyuan Co., Ltd. (000546), Shengyuan Environmental Protection (300867), Wangneng Environment (002034), Zhonglan Environmental Protection (300854), and Dongjiang Environmental Protection (002672) have also experienced upward movement [1]

Group 1 - The A-share solid waste management sector experienced a short-term surge, with Fulongma hitting the daily limit, indicating strong investor interest [1] - Jinjun Environment previously reached the daily limit, showcasing significant market activity in the sector [1] - Yuhua Tian saw an increase of over 10%, reflecting positive sentiment towards companies in the solid waste management industry [1] Group 2 - Other companies such as Shanggao Environmental, Xin'an Clean, Tongyuan Environment, Jinyuan Shares, and Huaxin Environmental also experienced gains, indicating a broader trend in the sector [1]

Group 1 - Company signed an investment cooperation agreement for the construction of a new energy special vehicle and intelligent equipment industrial base with a total investment of 1 billion yuan [1][2] - The project is located in the Jiangsu Province Zhonglou High-tech Industrial Development Zone, with an expected construction period of 24 months and a total building area of 80,000 square meters [2][3] - The project is expected to start construction by the end of December 2025 [2][3] Group 2 - The agreement was approved by the company's board and the annual general meeting, and it does not constitute a related party transaction or a major asset restructuring [2] - The local government will provide support in terms of environmental, fire safety, and tax matters to facilitate the project [3][4] - The company is required to pay all land transfer fees and related taxes, and to meet specific tax revenue targets during the project's operation [3][4] Group 3 - The agreement includes provisions for breach of contract, with penalties for both parties in case of non-compliance [4] - The project is expected to have a positive impact on the company's future operating performance and market expansion [4]

证券代码：001230 证券简称：劲旅环境 公告编号：2025-025 劲旅环境科技股份有限公司 关于对外投资签署投资合作协议书的进展公告 2、协议履行将增强公司在新能源特种车辆及智能环卫装备领域的核心竞争 力，对公司本年度财务状况、经营成果不会产生重大影响。 3、本次投资涉及项目立项、环评、能评、用地等报批事项尚需政府有关主 管部门后续进行审批或备案，存在不确定性；本次投资金额较大、建设期较长， 存在资金无法及时到位从而影响项目建设进度、规模的可能性；本次投资项目建 设周期较长，在后续实施过程中可能存在因公司实际发展情况或市场环境变化等 因素而调整项目规划内容等风险；如未来行业政策、市场环境、价格波动、产品 技术迭代等情况发生较大变化，存在项目的实际经营状况及盈利能力不及预期等 风险。敬请广大投资者注意投资风险。 一、协议签署情况 劲旅环境科技股份有限公司（以下简称"劲旅环境"、"公司"、"乙方"） 因战略发展需要于江苏省钟楼高新技术产业开发区选址建设新能源特种车辆及 智能装备产业基地，总投资 10 亿元。近日，公司与江苏省钟楼高新技术产业开 发区（常州市钟楼区邹区镇人民政府）（以下简称"甲方"）签订了《新 ...

Group 1 - The company, Jinglv Environment (001230.SZ), has signed an investment cooperation agreement with the Jiangsu Zhonglou High-tech Industrial Development Zone [1] - The total planned investment for the project is 1 billion yuan, aimed at establishing a new energy special vehicle and intelligent equipment industrial base [1] - The project will be executed in two phases, with the first phase involving an investment of 500 million yuan [1] Group 2 - The project is expected to commence construction by the end of December 2025, with a construction period of 24 months [1] - The total building area for the project will be 80,000 square meters [1] - The investment aims to enhance the company's core competitiveness in the fields of new energy special vehicles and intelligent environmental sanitation equipment [1]

Core Viewpoint - The company has signed an investment cooperation agreement for a new energy special vehicle and intelligent equipment industrial base project with a total planned investment of 1 billion yuan [1] Group 1: Project Details - The project will be executed in two phases, with the first phase involving an investment of 500 million yuan [1] - The project site is located on the southern side of the En Dufa area, with a total construction area of 80,000 square meters [1] - The expected construction period is 24 months, with plans to commence by the end of December 2025 [1] Group 2: Compliance and Regulations - The project company will adhere to relevant laws and regulations for project planning, design, and construction [1] - The project will comply with environmental protection, safety production, fire safety, civil defense, energy consumption, earthquake, meteorology, and traffic requirements [1]

证券代码：001230 证券简称：劲旅环境 公告编号：2025-024 劲旅环境科技股份有限公司 3、召开方式：现场投票及网络投票相结合的方式。 1、本次股东大会未出现否决、修改、增加议案的情形。 2、本次股东大会未涉及变更前次股东大会决议。 一、会议召开和出席情况 1、会议召开的时间： （1）现场会议召开时间：2025 年 5 月 15 日（星期四）下午 14:30； （2）网络投票时间为：2025 年 5 月 15 日。其中，通过深圳证券交易所交易 系统进行网络投票的具体时间为：2025 年 5 月 15 日上午 9:15 至 9:25，9:30 至 11:30，下午 13:00 至 15:00；通过深圳证券交易所互联网投票系统投票的具体时 间为：2025 年 5 月 15 日上午 9:15 至下午 15:00 期间任意时间。 2、会议召开地点：安徽省合肥市新站区沱河路 517 号。 2024 年年度股东大会决议公告 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： 4、会议召集人：本次股东大会由公司董事会召集。 5、现场会议主持人：于晓霞女士 ...

安徽天禾律师事务所 关于劲旅环境科技股份有限公司 2024 年年度股东大会的 法律意见书 安徽天禾律师事务所 ANHUI TIANHE LAW OFFICE 地址：安徽省合肥市怀宁路 288 号置地广场 A 座 34-35F 电话：（0551）62642792 传真：（0551）62620450 天禾律师事务所 股东大会法律意见书 安徽天禾律师事务所 关于劲旅环境科技股份有限公司 2024 年年度股东大会的法律意见书 天律意 2025 第 1136 号 致：劲旅环境科技股份有限公司 根据《中华人民共和国公司法》（下称"《公司法》"）、《中华人民共和国 证券法》（下称"《证券法》"）、《上市公司股东会规则》（下称"《股东会规则》"） 以及《劲旅环境科技股份有限公司章程》（下称"《公司章程》"）的有关规定， 安徽天禾律师事务所接受劲旅环境科技股份有限公司（下称"公司"）委托，指派 黄孝伟、盛建平律师（下称"天禾律师"）出席公司 2024 年年度股东大会（下称 "本次股东大会"），并对本次股东大会相关事项进行见证，出具法律意见。 本法律意见书是天禾律师根据对本次股东大会事实的了解及对我国现行法 律、法规和规范性文件 ...

Group 1: Financial Performance - The company's gross profit margin increased to 26.53% in 2024, up by 1.80 percentage points from the previous year, primarily due to strict project quality control and enhanced operational efficiency [1] - The operating service gross profit margin reached 26.94%, an increase of 2.73 percentage points year-on-year [1] - R&D expenses for 2024 amounted to 24.97 million, focusing on autonomous cleaning machines, new energy sanitation vehicles, and smart sanitation systems [2] Group 2: Order and Revenue Insights - As of December 31, 2024, the company had a backlog of orders worth 9.38 billion, with 2.13 billion in contracts under 5 years, 3.96 billion between 5-10 years, and 3.3 billion over 10 years [2] - New contracts signed in 2024 totaled 1.73 billion, with an annualized amount of 290 million [2] Group 3: Accounts Receivable Management - The accounts receivable balance as of the end of 2024 was 1.117 billion, a 35% increase from the beginning of the year, attributed to increased sanitation revenue and macroeconomic factors affecting government payments [3] - The company is implementing measures to enhance accounts receivable management and optimize cash flow [3] Group 4: Market Strategy and Product Development - The company is focusing on low-cost operations and efficiency improvements to enhance profit margins in 2025 [2] - Plans to increase investment in product transformation and upgrades to improve competitiveness [4] - The company is actively developing overseas business, with ongoing research in Southeast Asia and the Middle East [5] Group 5: Technology and Automation - The cleaning efficiency of sanitation robots is significant, but challenges remain in areas like obstacle avoidance and edge cleaning in complex environments [4] - Current product planning includes vehicles ranging from 1.5 tons for sidewalks to 2.5 tons for larger areas, with potential savings of approximately 1.5 million in operational costs and a reduction of 10-12 sanitation workers per 100 square kilometers [4]