Core Viewpoint - Wangneng Environment (002034) is actively progressing with the "Zero Carbon Intelligent Computing Center" project in Huzhou, with recent developments including share buybacks and capital reduction [1][3][4]. Trading Information Summary - On May 23, 2025, Wangneng Environment's main funds experienced a net outflow of 19.89 million yuan, while speculative and retail investors saw net inflows of 6.36 million yuan and 13.54 million yuan, respectively [1][3]. Company Announcement Summary - Wangneng Environment completed the buyback and cancellation of 3,289,951 shares, reducing its registered capital and total share capital to 426,206,214 yuan [3][4]. - The company has notified creditors that they can claim debts or provide guarantees within 45 days following the announcement of the capital reduction [4].

旺能环境股份有限公司完成了股份回购计划，并进行了注册资本的相应调整。根据公告，公司累计回购 股份3,289,951股，占注销前公司总股本的0.77%。注销完成后，公司注册资本由429,496,165元人民币减 少至426,206,214元人民币；总股本由429,496,165股减少至426,206,214股。此外，公司还通过了关于变更 公司注册资本、修改公司章程和办理工商变更登记的议案。公司特此通知债权人，自2025年5月24日起 45日内，债权人均有权要求公司清偿债务或者提供相应担保。债权申报时间为2025年5月24日至2025年7 月7日，申报地址为浙江省湖州市吴兴区龙溪街道环山路899号F座三楼证券部。联系人：邱燕燕，联系 电话：0572—2026371。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 公司公告汇总：旺能环境完成回购并注销3,289,951股，注册资本减少至426,206,214元人民币 公司公告汇总 截至2025年5月23日收盘，旺能环境（002034）报收于17.14元，较上周的17.62元下跌2.72% ...

| 证券代码：002034 | 证券简称：旺能环境 | 公告编号：2025-45 | | --- | --- | --- | | 债券代码：128141 | 债券简称：旺能转债 | | 旺能环境股份有限公司 公司于 2025 年 4 月 16 日召开第九届董事会第九次会议、2025 年 5 月 23 日 召开 2024 年度股东大会，审议通过《关于变更公司注册资本、修改公司章程和 办理工商变更登记的议案》，同意公司减少注册资本并修改《公司章程》。具体 内容详见公司在巨潮资讯网(www.cninfo.com.cn)上披露的相关公告。 二、需债权人知晓的相关信息 本次回购股份注销将导致公司注册资本减少，根据《中华人民共和国公司法》 等相关法律法规的规定，公司特此通知债权人，自本公告之日起 45 日内，均有 关于注销回购股份减少注册资本暨通知债权人的公告 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。 一、通知债权人的原由 旺能环境股份有限公司（以下简称"公司"）于 2024 年 2 月 6 日召开第九 届董事会第二次会议、2024 年 2 月 23 日召开 202 ...

| 证券代码：002034 | 证券简称：旺能环境 | 公告编号：2025-44 | | --- | --- | --- | | 债券代码：128141 | 债券简称：旺能转债 | | 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、本次股东大会没有出现否决议案的情形。 2、本次股东大会没有涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 旺能环境股份有限公司 2024年度股东大会决议公告 （一）会议召开情况 1、会议召开时间： 现场会议时间：2025 年 5 月 23 日（星期五）下午 14：30，会期半天。 网络投票时间：2025 年 5 月 23 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 23 日上午 9:15-9:25，9:30-11:30，下午 13:00 -15:00；通过深圳证券交易所互联网投票系统进行网络投票的具体时间为 2025 年 5 月 23 日 9:15-15:00 的任意时间。 2、现场会议召开地点：浙江省湖州市吴兴区龙溪街道环山路 899 号 F 座三楼会 议室 ...

国浩律师（杭州）事务所 法律意见书 地址：杭州市上城区老复兴路白塔公园 B 区 2 号、15 号国浩律师楼 邮编：310008 Grandall Building, No.2＆No.15, Block B, Baita Park, Old Fuxing Road, Hangzhou, Zhejiang 310008, China 电话/Tel: (+86)(571) 8577 5888 传真/Fax: (+86)(571) 8577 5643 电子邮箱/Mail：grandallhz@grandall.com.cn 网址/Website：http://www.grandall.com.cn 关 于 旺能环境股份有限公司 2024 年年度股东大会 法律意见书 致：旺能环境股份有限公司 国浩律师（杭州）事务所（以下简称"本所"）接受旺能环境股份有限公司 （以下简称"公司"）委托，指派律师出席公司 2024 年年度股东大会（以下简称 "本次股东大会"），并依据《中华人民共和国公司法》（以下简称"《公司法》"）、 《中华人民共和国证券法》（以下简称"《证券法》"）、《上市公司股东会规则》（以 下简称"《股东会规则》" ...

登录新浪财经APP 搜索【信披】查看更多考评等级 债券代码：128141 债券简称：旺能转债 旺能环境股份有限公司关于向全资子公司提供贷款担保的进展公告 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。 一、对外担保概述 2024年12月24日，旺能环境股份有限公司(以下简称"公司")和攀枝花农村商业银行股份有限公司仁和支 行(以下简称"农村商业银行")签署了《保证合同》，为公司的全资子公司攀枝花旺能环保能源有限公司 (以下简称"攀枝花旺能")向农村商业银行申请的2亿元人民币的固定资产借款提供连带责任保证，借款 期限为144个月。保证期间为主债权债务合同约定的债务履行期届满之日起三年。详细信息见公司刊登 于2024年12月26日《证券时报》《证券日报》及巨潮资讯网上的《关于向全资子公司提供贷款担保的进 展公告》(2024-102)。 二、担保进展情况 2025年5月12日，攀枝花旺能与农村商业银行签署《固定资产借款合同补充协议》，此协议是基于双方 在2024年12月24日签署的《固定资产借款合同》（原合同编号：1318012024008851）上进行调整：其中 ...

Investment Rating - The investment rating for the environmental engineering and services sector is "Positive" [2] Core Viewpoints - The environmental industry is gradually returning to rationality after experiencing a decline in national subsidies, PPP projects, and mixed ownership reforms. Companies are focusing on core business development while exploring new growth areas such as renewable energy and AI+environmental solutions [24] - In 2024, the environmental sector achieved a total revenue of CNY 395.986 billion, a year-on-year decrease of 1.2%, and a net profit attributable to shareholders of CNY 26.289 billion, a decrease of 10.7%. However, in Q1 2025, the sector's revenue increased by 1.5% year-on-year to CNY 87.873 billion, and net profit rose by 1.3% to CNY 8.723 billion, indicating a steady improvement in performance [24] Summary by Relevant Sections Water Sector - In 2024, the water sector generated revenue of CNY 75.376 billion, a decrease of 1% year-on-year, while net profit increased by 24.1% to CNY 11.822 billion. In Q1 2025, revenue remained flat at CNY 16.785 billion, with net profit growing by 7.6% to CNY 2.663 billion. Recent policy changes are expected to catalyze market-oriented water price reforms, benefiting efficient water companies [3][35] Solid Waste Sector - The solid waste treatment sector achieved revenue of CNY 174.722 billion in 2024, a year-on-year increase of 10.6%, with net profit rising by 10.2% to CNY 14.248 billion. In Q1 2025, revenue grew by 8.6% to CNY 41.34 billion, and net profit increased by 7.9% to CNY 4.3 billion. The new paradigm of waste incineration combined with data centers is expected to enhance profitability and cash flow [4][30] Environmental Monitoring/Testing Sector - The environmental monitoring/testing sector reported revenue of CNY 11.146 billion in 2024, a year-on-year increase of 1.5%, with net profit rising significantly by 46.2% to CNY 0.733 billion. In Q1 2025, revenue decreased by 6.3% to CNY 1.788 billion, while net profit remained stable with a slight increase of 0.4% [4] Environmental Equipment Sector - The environmental equipment sector generated revenue of CNY 61.497 billion in 2024, a decrease of 10.27%, with net profit falling by 33% to CNY 2.873 billion. In Q1 2025, revenue decreased by 6.42% to CNY 13.822 billion, and net profit decreased by 4.6% to CNY 0.986 billion. The demand for energy-saving equipment is expected to rise as the government promotes energy efficiency [5][6] Investment Recommendations - Three main investment lines are highlighted: 1. Water and waste incineration operations, which are expected to benefit from market reforms and stable cash flows. Recommended companies include Xirong Environment and Hongcheng Environment. 2. Environmental equipment, which is anticipated to see increased demand due to ongoing energy-saving initiatives. Suggested companies include Zhongtai Co. and Ice Wheel Environment. 3. Circular economy initiatives, with significant growth potential as outlined in the "14th Five-Year Plan" for circular economy development. Recommended companies include Inke Recycling and High Energy Environment [6][30]

Revenue and Growth - In 2024, the revenue from kitchen waste treatment reached CNY 462 million, a year-on-year increase of 27.29%, primarily driven by projects in Huzhou, Suzhou, Luoyang, and Bengbu [1] - The revenue from municipal solid waste treatment was CNY 2.296 billion, accounting for 72.3% of total revenue, with an oil extraction rate of 3.84% [4] - The overseas business revenue amounted to CNY 394 million, representing a year-on-year growth of 120% [4] Cost Management and Efficiency - The company's expense ratio decreased by 1.8 percentage points in 2024, attributed to a 19.51% reduction in sales expenses, a 2.43% decrease in management expenses, and a 9.84% decline in financial expenses [1] - The South Taihu Phase V project increased power generation from 350 kWh to a theoretical value of 700 kWh per ton of waste, effectively doubling efficiency [3] Debt and Financial Management - The company has CNY 1.15766 billion of its CNY 1.4 billion convertible bonds remaining unconverted, with over a year until maturity, and is focused on balancing debt management with shareholder interests [2] - A shareholder return plan for 2024-2026 was announced, ensuring a minimum dividend payout ratio of 30% while allowing flexibility based on cash flow and capital expenditure [3] Research and Development - In 2024, the company invested CNY 135 million in R&D, a year-on-year increase of 31.39%, focusing on waste leachate treatment technologies [5] - The proportion of R&D personnel reached 18.7%, with a dedicated team for carbon neutrality technology [4] Accounts Receivable and Client Base - Accounts receivable stood at CNY 1.217 billion, a 10.2% increase from the previous year, with government projects constituting the majority of the client base [4] - The company indicated that the risk of default on government payments is low, as most projects are secured by contractual agreements [4] Patent and Innovation - In 2024, the company obtained 15 new patents, with ongoing research in anaerobic ammonia oxidation technology [5] - The company has not yet developed a "waste incineration carbon emission accounting system" [5]

| 证券代码：002034 | 证券简称：旺能环境 | 公告编号：2025-43 | | --- | --- | --- | | 债券代码：128141 | 债券简称：旺能转债 | | 旺能环境股份有限公司 关于向全资子公司提供贷款担保的进展公告 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。 一、对外担保概述 2024年12月24日，旺能环境股份有限公司(以下简称"公司")和攀枝花农村商业 银行股份有限公司仁和支行(以下简称"农村商业银行")签署了《保证合同》，为公 司的全资子公司攀枝花旺能环保能源有限公司(以下简称"攀枝花旺能")向农村商业 银行申请的2亿元人民币的固定资产借款提供连带责任保证，借款期限为144个月。保 证期间为主债权债务合同约定的债务履行期届满之日起三年。详细信息见公司刊登于 2024年12月26日《证券时报》《证券日报》及巨潮资讯网上的《关于向全资子公司提 供贷款担保的进展公告》(2024-102)。 同日，公司与农村商业银行签署《保证合同补充协议》，此协议是基于双方在2024 年12月24日签署的《保证合同》（原合同编号：131820 ...

Core Viewpoint - Wangneng Environment reported a slight decline in revenue but improved cash flow, indicating resilience in its core waste management business while expanding into new areas [3][4]. Financial Performance - As of December 31, 2024, total assets were 14.48 billion yuan, with equity attributable to shareholders at 6.68 billion yuan and a weighted average return on equity of 8.47% [1]. - The company achieved an annual revenue of 3.173 billion yuan, a year-on-year decrease of 0.17%, while net profit attributable to shareholders was 561 million yuan, down 6.90% [3]. - Operating cash flow improved significantly, reaching 1.596 billion yuan, a year-on-year increase of 26.75% [3]. Business Development - Wangneng Environment focuses on comprehensive urban solid waste management, operating 21 waste-to-energy plants with a total processing capacity of 21,820 tons per day [4]. - The company has expanded its service capabilities into various sectors, including kitchen waste treatment and sewage treatment, with notable growth in kitchen waste processing revenue, which increased by 27.29% to 462 million yuan [3][4]. Technological Innovation - The company has implemented advanced technologies, such as the high-efficiency waste-to-energy project in South Taihu, which improved thermal efficiency from 22% to 30% and doubled the electricity generated per ton of waste [4]. - Continuous optimization in kitchen waste processing has led to an increase in oil extraction rates and a reduction in residue rates, enhancing profitability [4]. International Expansion - Wangneng Environment has made significant strides in its international strategy, signing contracts worth approximately 393.5 million yuan for waste-to-energy projects in Thailand and establishing its first overseas office in Vietnam [5][6]. ESG Practices - The company has developed a sustainable framework focusing on environmental, social, and governance (ESG) aspects, processing 9.2836 million tons of waste annually and generating approximately 3.036 billion kWh of clean energy [7]. - The company aims to leverage its technological advantages to enhance its competitive edge in the waste management sector while contributing to ecological civilization [7].