长青集团（002616.SZ）1月21日在投资者互动平台表示，公司已投产的14个生物质热电项目全部满足热 电联产的条件，截至2025年末已有12个项目产生供热收入，其下游供热客户主要为食品加工、造纸、医 药企业等。未来公司将针对用热需求大的项目增加供热配套方面的投入。 每经AI快讯，有投资者在投资者互动平台提问：贵司今年的供热项目，比去年如何？请详细介绍一下 现状以及未来的规划。 （记者 王晓波） ...

Core Viewpoint - The company held its first extraordinary general meeting of shareholders in 2026, where several key resolutions were passed, including the approval of credit limits and guarantees for the year [1][15]. Meeting Details - The meeting was held on January 20, 2026, with both on-site and online voting options available [4][5]. - The record date for shareholding was January 13, 2026 [5]. - A total of 193 shareholders and their proxies attended the meeting, representing 467,369,903 shares, which is 54.3949% of the total voting shares [7]. Voting Participation - Out of the attendees, 8 shareholders participated in person, representing 451,239,800 shares (52.5176% of voting shares), while 185 shareholders voted online, representing 16,130,103 shares (1.8773% of voting shares) [8]. - A total of 190 small investors participated, representing 16,255,103 shares (1.8919% of voting shares) [8]. Resolutions Passed - The first resolution approved was to apply for a comprehensive credit limit from financial institutions for 2026, with 99.8619% of the votes in favor [9]. - The second resolution regarding external guarantee limits for 2026 was also approved, with 99.8034% in favor [10]. - The third resolution concerning related party transaction limits for 2026 received 95.6918% approval [12]. Legal Compliance - The meeting was conducted in accordance with relevant laws and regulations, and the legal opinions provided confirmed the validity of the meeting and its resolutions [13].

关于广东长青（集团）股份有限公司 2026 年第一次临时股东会的 法律意见书 致：广东长青（集团）股份有限公司 北京市中伦（广州）律师事务所 北京市中伦（广州）律师事务所（以下简称"本所"）受广东长青（集团）股份 有限公司（以下简称"公司"）委托，指派本所律师邵芳、黎婷婷（以下简称"本所 律师"）出席公司 2026 年第一次临时股东会（以下简称"本次股东会"）。本所律师 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《上市公司股东会规 则》等有关法律、法规、规范性文件及《广东长青（集团）股份有限公司章程》 （以下简称"《公司章程》"）的规定，对公司本次股东会进行见证并出具法律意见。 为出具本法律意见书，本所律师审查了公司本次股东会的有关文件和材料。 本所律师得到公司如下保证，即其已提供了本所律师认为作为出具本法律意见书 所必需的材料，所提供的原始材料、副本、复印件等材料、口头证言均符合真实、 准确、完整的要求，有关副本、复印件等材料与原始材料一致。 在本法律意见书中，本所律师仅对本次股东会的召集、召开程序、出席本次 股东会人员和召集人的资格、会议表决程序及表决结果是否符合《公司法》《上 市公司股东会 ...

证券代码：002616 证券简称：长青集团 公告编号：2026-004 广东长青（集团）股份有限公司 2026 年第一次临时股东会决议公告 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： 1、本次股东会未出现增加、变更、否决议案的情形。 2、本次股东会采取现场投票与网络投票相结合的方式进行。 3、为尊重中小投资者利益，提高中小投资者对公司股东会决议的参与度，公 司将对中小投资者的投票表决情况单独统计，中小投资者是指以下股东以外的其 他股东：（1）上市公司的董事、高级管理人员；（2）单独或者合计持有上市 公司5%以上股份的股东。 一、会议召开情况 1、会议召开时间： 1）现场会议召开时间：2026 年 1 月 20 日（星期二）下午 15：00 2）网络投票时间：2026 年 1 月 20 日 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：2026 年 1 月 20 日上午 9：15-9：25，9：30-11：30，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：2026 年 1 月 20 日 上午 9：1 ...

Core Viewpoint - Changqing Group plans to increase investment in pipeline networks and heating equipment to enhance heating revenue, while also focusing on attracting new users in collaboration with local governments [1] Group 1: Investment Strategy - The company will increase investments in projects with high heating demand by enhancing pipeline networks and heating equipment [1] - There is a focus on strengthening investment attraction efforts to assist local governments in bringing in new users [1] Group 2: Biomass Utilization - The company aims to promote the comprehensive utilization of biomass materials and explore suitable industrial development directions [1]

Group 1: Company Overview and Operations - The company has established biomass energy projects primarily operating under a combined heat and power model, with stable demand from downstream heating customers in food processing, paper, and pharmaceuticals [2] - The company is monitoring carbon emission trading policies, with an estimated potential of 150,000 tons of voluntary carbon reduction per year for a 35MW biomass project, based on pure power generation [2] Group 2: Future Plans and Investments - The company plans to increase investments in heating infrastructure for projects with high heating demand, aiming to boost heating revenue once projects stabilize [2] - There is a focus on attracting new users through targeted investment rules and collaboration with local governments, as well as exploring the industrialization of biomass material utilization [2] Group 3: Carbon Market Expectations - The company anticipates growth in the carbon reduction market as more high-energy and high-pollution industries are included, which will likely increase demand for carbon reduction [3] - The trading prices in the carbon reduction market are expected to fluctuate based on supply and demand dynamics, indicating significant development potential [3] Group 4: Risk Disclaimer - The information provided does not constitute a commitment or guarantee from the company or its management regarding industry forecasts or company development strategies, urging investors to make rational decisions and be aware of investment risks [3]

Investment Rating - The report maintains an "Outperform" rating for the public utility and environmental sectors [1][5][8]. Core Insights - The report emphasizes the importance of the "environment + resource" investment logic, highlighting that many environmental companies possess resource attributes, which can lead to stable profit models through the extraction of valuable materials from waste [2][16][18]. - The report notes a decline in the utilization rates of photovoltaic and wind power generation in 2025, with photovoltaic utilization at 94.8% and wind power at 94.3% for the year-to-date [1][14]. Summary by Sections Investment Strategy - Public Utilities: Recommendations include major thermal power companies like Huadian International and Shanghai Electric, as well as leading renewable energy firms such as Longyuan Power and Three Gorges Energy [3][22]. - Environmental Sector: Focus on mature sectors like water and waste incineration, with recommendations for companies like China Everbright Environment and Shanghai Industrial Holdings [3][23]. Market Performance - The report indicates that the Shanghai Composite Index rose by 2.79%, with the public utility index increasing by 2.54% and the environmental index by 3.88% [1][24]. - In the power sector, thermal power saw a 2.40% increase, while renewable energy generation rose by 3.74% [1][25]. Key Data Overview - In November, the national electricity generation reached 779.2 billion kWh, with a year-on-year growth of 2.7% [45]. - The report highlights that the total electricity consumption for the year-to-date is 9,460.2 billion kWh, reflecting a 5.2% increase year-on-year [58]. Company Profit Forecasts and Ratings - Specific companies are highlighted with their respective ratings and financial metrics, such as Huadian International with a PE ratio of 10.2 for 2024 and 8.1 for 2025 [8]. - Other recommended companies include Longyuan Power, Three Gorges Energy, and China Nuclear Power, all rated as "Outperform" [8][22]. Special Research - The report discusses the shift from viewing environmental companies as cost centers to recognizing their potential for value creation through resource recovery and recycling [2][16]. - It also outlines the significant price increases in metals due to geopolitical tensions and supply chain concerns, which could benefit resource-oriented environmental companies [2][21].

Investment Rating - The report maintains an "Outperform" rating for the public utility and environmental sectors [1][8]. Core Insights - The report emphasizes the importance of the "environment + resource products" investment logic, highlighting that many environmental companies possess resource attributes and can extract valuable materials from waste [2][16]. - The report notes a decline in the utilization rates of photovoltaic and wind power generation in 2025, with a focus on the implications for investment strategies in the sector [1][14]. Summary by Sections Market Review - The Shanghai Composite Index rose by 2.79%, while the public utility index increased by 2.54% and the environmental index by 3.88% [1][24]. - In the power sector, coal and electricity prices are expected to decline, but profitability for thermal power is anticipated to remain reasonable [22]. Important Events - From January to November 2025, the national photovoltaic and wind power generation utilization rates were 94.8% and 94.3%, respectively, showing a year-on-year decline [1][14]. - The report discusses the implementation of the "Renewable Energy Green Power Certificate Management Implementation Rules," which will affect the issuance of green certificates for renewable energy [15]. Investment Strategy - Recommendations include major thermal power companies like Huadian International and Shanghai Electric, as well as leading renewable energy firms such as Longyuan Power and Three Gorges Energy [22]. - The report suggests focusing on environmental companies with stable cash flows and growth potential, such as China Everbright Environment and Shanghai Industrial Holdings [23]. Key Company Profit Forecasts and Investment Ratings - Huadian International (600027.SH) is rated "Outperform" with an expected EPS of 0.46 for 2024 and a PE ratio of 10.2 [8]. - Longyuan Power (001289.SZ) is also rated "Outperform," with an expected EPS of 0.75 for 2024 and a PE ratio of 20.4 [8]. - China Nuclear Power (601985.SH) is rated "Outperform" with an expected EPS of 0.46 for 2024 and a PE ratio of 21.2 [8].

（文章来源：证券日报） 证券日报网讯 1月12日，长青集团发布公告称，公司第六届董事会第三十六次会议审议通过《关于生物 质项目计提资产减值准备的议案》。 ...

每经AI快讯，长青集团1月12日晚间发布公告称，本次计提资产减值准备金额约为1.45亿元，预计将相 应减少公司2025年度归属于上市公司股东的净利润约1.42亿元，相应减少2025年末归属于上市公司股东 的所有者权益，不会导致公司业绩发生重大变化。具体财务数据以经会计师事务所审计的2025年度财务 报告为准。 每经头条（nbdtoutiao）——年产量是传统大田120倍以上，1个人管理1栋楼！实探中国"植物工厂"：水 稻生产期从120天减到60天，没有虫害不用打农药 （记者 曾健辉） ...