证券代码：002310 证券简称：东方园林 公告编号：2025-101 北京东方园林环境股份有限公司 关于全资子企业对外投资的进展公告 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、误导性陈述或者重大遗漏。 一、对外投资概述 近日，合资公司已完成登记注册手续，并取得了由北京市朝阳区市场监督管 理局核发的《营业执照》，具体信息如下： 1、公司名称：东方日新（北京）新能源产业发展有限公司 2、统一社会信用代码：91110105MAK0JFGG0P 3、住所：北京市朝阳区酒仙桥北路甲10号院104号楼-1至7层101七层721 4、类型：其他有限责任公司 5、法定代表人：朱军 6、注册资本：40,000万元 7、成立日期：2025年11月20日 北京东方园林环境股份有限公司（以下简称"公司"）于2025年11月5日召开 第九届董事会第十一次会议，审议通过了《关于审议全资子企业对外投资的议案》， 同意全资子企业东方新能（北京）企业管理中心（有限合伙）与国能日新科技股 份有限公司签署《投资合作协议》，共同发起成立合资公司。具体内容详见公司 在指定信息披露媒体《中国证券报》《证券时报》《证券日 ...

Group 1 - The core issue involves a legal dispute regarding false statements made by Beijing Oriental Garden Environment Co., Ltd. prior to its judicial reorganization, which has now been accepted by the court [2] - The company will participate in the litigation process in accordance with legal regulations and aims to respond actively and prudently [2] - Legal experts indicate that the facts involved in this case are historical issues from before the reorganization, and any claims based on the court's effective judgment will be settled according to the reorganization plan, without direct impact on the operations of the "new Oriental Garden" [2] Group 2 - After emerging from reorganization, the company is gradually advancing a strategic adjustment of its business structure, shifting its core business from traditional landscaping to renewable energy sectors such as photovoltaics, wind power, and energy storage [2] - The market is particularly focused on the strategic layout and development capabilities of the company post-transformation, assessing its ability to establish a foothold in the new sector and achieve sustainable growth [2]

Core Viewpoint - Oriental Garden's stock has experienced fluctuations, with a year-to-date increase of 35.11% but a recent decline in the last five and twenty trading days, indicating potential volatility in investor sentiment [1]. Group 1: Stock Performance - As of November 12, Oriental Garden's stock price was 2.54 CNY per share, with a market capitalization of 15.238 billion CNY [1]. - The stock has seen a net outflow of 7.8016 million CNY in principal funds, with significant selling pressure observed [1]. - Year-to-date, the stock has increased by 35.11%, but it has decreased by 0.39% in the last five trading days and 6.62% in the last twenty trading days [1]. Group 2: Financial Performance - For the period from January to September 2025, Oriental Garden reported an operating income of 156 million CNY, a year-on-year decrease of 77.18% [2]. - The company recorded a net profit attributable to shareholders of -2.0659 million CNY, which represents a year-on-year increase of 99.91% [2]. Group 3: Shareholder Information - As of September 30, the number of shareholders for Oriental Garden was 77,400, an increase of 3.69% from the previous period [2]. - The average number of circulating shares per shareholder was 54,283, a decrease of 3.56% from the previous period [2]. Group 4: Dividend Information - Since its A-share listing, Oriental Garden has distributed a total of 813 million CNY in dividends, with no dividends paid in the last three years [3].

Core Insights - The infrastructure sector saw a slight increase of 0.24% on November 11, with Guosheng Technology leading the gains [1] - The Shanghai Composite Index closed at 4002.76, down 0.39%, while the Shenzhen Component Index closed at 13289.0, down 1.03% [1] Infrastructure Sector Performance - Guosheng Technology (603778) closed at 6.39, up 9.98% with a trading volume of 111,200 shares and a transaction value of 71.08 million [1] - China Nuclear Engineering (601611) closed at 13.94, up 6.98% with a trading volume of 2.24 million shares and a transaction value of 3.048 billion [1] - Garden Holdings (605303) closed at 20.22, up 4.71% with a trading volume of 128,000 shares and a transaction value of 261 million [1] - Dongzhu Ecology (6553209) closed at 8.81, up 3.28% with a trading volume of 335,100 shares and a transaction value of 294 million [1] - Other notable performers include Dongfang Landscape (002310) up 3.17% and ST Jiaotou (002200) up 3.02% [1] Capital Flow Analysis - The infrastructure sector experienced a net inflow of 156 million from institutional investors, while retail investors saw a net inflow of 42.43 million [2] - However, speculative funds recorded a net outflow of 199 million [2] Individual Stock Capital Flow - China Nuclear Engineering (601611) had a net inflow of 472 million from institutional investors, representing 15.48% of its trading volume [3] - Garden Holdings (605303) saw a net inflow of 21.17 million from institutional investors, but a net outflow of 12.26 million from speculative funds [3] - Dongzhu Ecology (603359) had a net inflow of 20.10 million from institutional investors, with a net outflow of 4.55 million from speculative funds [3]

Core Viewpoint - Guoneng Rixin plans to establish a joint venture with Dongfang Yuanglin's subsidiary to develop a storage-related company, aiming to expand market opportunities and create new profit growth points [1][2][3]. Joint Venture Details - Guoneng Rixin and Dongfang Xinneng will jointly invest in establishing Dongfang Xinneng (Beijing) Energy Storage Industry Development Co., Ltd. with a registered capital of 400 million yuan, where Guoneng Rixin will contribute 160 million yuan, accounting for 40% [2]. - Dongfang Xinneng will manage the financing and operations of the joint venture and its project companies, while Guoneng Rixin will provide feasibility and economic assessments for renewable energy projects [2][3]. Strategic Focus - The investment aligns with Guoneng Rixin's strategic development plans, leveraging Dongfang Xinneng's advantages in renewable asset development and Guoneng Rixin's expertise in asset operation services to explore new business models [3]. Performance Growth - In the first half of 2025, Guoneng Rixin's service scale increased significantly, with a net addition of 1,116 power stations, surpassing historical levels [1][4]. - The company reported a revenue of 205 million yuan from its renewable energy power forecasting products, accounting for 63.96% of total revenue, indicating strong downstream demand [4]. Financial Results - For the first three quarters of 2025, Guoneng Rixin achieved a revenue of 500 million yuan, a year-on-year increase of 36.97%, and a net profit of approximately 75.43 million yuan, up 41.75% [5]. - The company improved cost management, with reductions in sales, management, and R&D expense ratios compared to the previous year [5].

Market Overview - The infrastructure sector increased by 0.77% on November 6, with Hui Lv Ecology leading the gains [1] - The Shanghai Composite Index closed at 4007.76, up 0.97%, while the Shenzhen Component Index closed at 13452.42, up 1.73% [1] Top Performers - Hui Lv Ecology (001267) closed at 18.93, rising by 9.99% with a trading volume of 779,500 shares [1] - Dongfang Landscape (002310) closed at 2.65, up 3.92% with a trading volume of 2,636,800 shares [1] - China Power Construction (699109) closed at 5.89, increasing by 3.70% with a trading volume of 5,675,400 shares [1] Underperformers - ST Yuancheng (603388) closed at 0.64, down 4.48% with a trading volume of 15,900 shares [2] - Xinjiang Jiaojian (002941) closed at 17.36, decreasing by 3.77% with a trading volume of 518,900 shares [2] - Pubang Co. (002663) closed at 2.40, down 3.23% with a trading volume of 453,500 shares [2] Capital Flow - The infrastructure sector saw a net inflow of 431 million yuan from main funds, while retail funds experienced a net outflow of 157 million yuan [2] - Major stocks like China Power Construction and Hui Lv Ecology attracted significant net inflows from main funds [3] Detailed Capital Flow - China Power Construction had a net inflow of 406 million yuan, accounting for 12.10% of its trading volume [3] - Hui Lv Ecology experienced a net inflow of 268 million yuan, representing 18.91% of its trading volume [3] - China Energy Engineering (601868) saw a net inflow of 109 million yuan, making up 9.56% of its trading volume [3]

Core Viewpoint - The company Oriental Garden (002310) is facing a significant lawsuit regarding alleged false securities statements, with the amount involved reaching 170 million yuan [1][3]. Group 1: Legal Issues - The company received a notice from the Beijing Financial Court regarding a lawsuit filed by investor Zhao, claiming losses due to the company's alleged false statements [1][3]. - The total compensation sought by the plaintiff amounts to 170.0221 million yuan, covering investment losses, commission losses, stamp duty losses, and interest losses [3]. - As of now, the case has not yet gone to trial, and the company stated that the facts and legal determinations are pending [3]. Group 2: Financial Performance - For the first three quarters of 2023, the company reported total revenue of 156 million yuan, a year-on-year decrease of 77.18% [3]. - The net profit attributable to shareholders was a loss of 2.0659 million yuan, compared to a loss of 2.28 billion yuan in the same period last year [3]. - The company's net profit excluding non-recurring items was a loss of 6.65 million yuan, compared to a loss of 1.953 billion yuan in the previous year [3]. Group 3: Ongoing Litigation - As of October 21, the company disclosed that it has been involved in litigation and arbitration cases totaling 317 million yuan, which accounts for over 20% of its net assets [4]. - The company has also been a plaintiff in cases amounting to 135 million yuan, representing approximately 8.79% of its net assets [4].

Core Points - The company Oriental Garden announced the establishment of a new entity, the Oriental New Energy (Beijing) Enterprise Management Center, which has completed its business registration and is now operational [1] - The new entity plans to sign an investment cooperation agreement with Guoneng Rixin to jointly establish a target company, Oriental New Energy (Beijing) Energy Storage Industry Development Co., Ltd. [1] - The Oriental New Energy Enterprise Management Center intends to contribute 240 million yuan, holding a 60% stake, while Guoneng Rixin will contribute 160 million yuan for a 40% stake [1] - This investment aims to integrate the strengths of both parties and seize opportunities in the energy storage industry, enhancing the company's new energy business layout [1]

Group 1: Overseas News - US economic data exceeded expectations, contributing to a rebound in the stock market, with the S&P 500 up 0.37%, Dow Jones up 0.48%, and Nasdaq up 0.65% [1] - Tesla shares rose by 4% ahead of the shareholder meeting, while Google increased by over 2%, reaching a new high; semiconductor index rebounded by 3% with AMD up 2.5%, but Nvidia fell nearly 2% [1] - Storage companies saw significant gains, with Seagate up 10% and Micron up 9%; SK Hynix indicated that the supply price of HBM4 will be over 50% higher than HBM3E [1] - Spot gold rebounded by over 1%, and copper prices halted a four-day decline, temporarily recovering from a two-week low [1] Group 2: Domestic Major Events - China and the US have recently adjusted multiple tariff and non-tariff measures, beginning to implement the consensus reached during the Kuala Lumpur economic and trade consultations [4] - The Ministry of Commerce announced the cessation of anti-circumvention measures on imports of single-mode optical fibers originating from the US [6] - The Deputy Minister of Commerce met with a US agricultural trade delegation to discuss trade matters [7] - The Central Financial Office emphasized accelerating the construction of a financial powerhouse to support China's modernization [8] Group 3: Market Strategies and Trends - Financial analysts suggest focusing on three short-term directions: energy export sectors (electricity, power generation, solar energy, storage), low-position sectors with price increase logic or performance support (coal, lithium battery, paper), and technology sectors that have fully adjusted and present rebound opportunities (storage chips, robotics) [11] - The Beijing-Tianjin-Hebei region aims to promote the application of over 800,000 new types of Beidou independent positioning terminal products by 2027, targeting a total scale of 5 million applications [12] - Nissan plans to cut production of its best-selling SUV model Rogue in Japan due to a shortage of chips from Nexperia [13] - The market price of thionyl chloride has increased significantly by 8.61% to 1552 yuan/ton, with a cumulative increase of 19.38% since August [14] Group 4: Company Announcements - Kweichow Moutai plans to repurchase shares worth between 1.5 billion to 3 billion yuan, with a maximum repurchase price of 1,887.63 yuan per share [15] - Jia Yuan Technology signed a cooperation framework agreement with CATL to collaborate on new battery anode materials [17] - Kaibei plans to invest 100 million yuan to establish a wholly-owned subsidiary focused on humanoid robot components [17]

Group 1 - China will stop implementing additional tariffs on certain imported goods from the United States starting from November 10, 2025, at 13:01, as part of the consensus reached during the China-U.S. economic and trade consultations [2] - The additional tariff rate of 24% on U.S. imports will be suspended for one year, while a 10% tariff will remain in place [2] - The Ministry of Commerce will stop related measures for 15 U.S. entities listed in the export control list starting from November 10, 2025, while continuing to suspend measures for 16 other entities for one year [3] Group 2 - The Ministry of Commerce will continue to suspend measures related to the unreliable entity list for one year starting from November 10, 2025, allowing domestic companies to apply for transactions with these entities [4] - The Ministry of Commerce has proposed to stop the anti-dumping tax rate applicable to certain U.S. imports of optical fibers starting from November 10, 2025, due to changes in the trade environment [5] Group 3 - Guizhou Moutai plans to repurchase shares worth between 1.5 billion to 3 billion yuan and subsequently cancel them [8] - The stock price of Cheung Fat China has significantly deviated from its fundamentals, posing a risk of rapid decline [9] - Zhangzhou Development reports normal production and operational conditions without significant changes in the internal or external business environment [10]