侨银城市管理股份有限公司 关于预计触发可转债转股价格修正条件的 提示性公告 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。 特别提示： 1．债券代码：128138 | 证券代码：002973 | 证券简称：侨银股份 | 公告编号：2025-100 | | --- | --- | --- | | 债券代码：128138 | 债券简称：侨银转债 | | 2．债券简称：侨银转债 3．转股价格：17.90 元/股 4．转股期限：2021 年 5 月 24 日至 2026 年 11 月 16 日 5．公司于 2025 年 4 月 28 日召开第三届董事会第三十次会议，审议通过了 《关于不向下修正"侨银转债"转股价格的议案》，公司董事会决定本次不向下 修正"侨银转债"的转股价格，且在 2025 年 4 月 29 日至 2025 年 8 月 6 日期间， 如再次触发"侨银转债"转股价格向下修正条款，亦不提出向下修正方案。 本次触发转股价格修正条件的期间从 2025 年 8 月 7 日起算，截至 2025 年 8 月 20 日，公司股票已有 10 个交易日的收盘价低于当期转股 ...

"当下创业型物企非常有机会，这种机会来源于新模式、新服务。"李长江表示，当前物业公司讲回归本 原、回归服务，但很多时候没有因为客观的环境变化而改变，如对每个人的考核指标，并没有发生显著 的结构性变化。 在他看来，"当下不好，当下又很好。物业公司的决策者们，能够依照政策的变化、市场的变化，去做 未必那么炫的服务，成本或许不一定那么高"。 一个值得注意的现象是，近段时间以来，包括龙湖物业、金科服务、中海物业等在内的品牌物企均发布 了主动撤场公告。据中指研究院观察，2025年以来，物业企业主动退出管理项目的案例数量较过往有所 增加，背后是企业策略转变、业主诉求觉醒与行业持续承压等因素共同作用的结果，而物业费收缴困难 导致运营亏损是主要原因。 在当天的演讲中，李长江也明确指出，当前物企的困境在于收缴率，不停地催费，不停地提出不满，越 不满越催费。不过，物业公司退了以后去拿别的项目，可能也是别的公司退出来的。 "（物业）行业仍然是有希望的，只不过到了要改变模式的时候。" 8月14日，侨银股份高级副总裁兼物业公司董事长李长江在2025博鳌物业暨城市服务大会上表示，无论 是包干制、酬金制还是托管模式（信托制），以哪种模式服 ...

大家好欢迎参加东移环保公用环卫无人系列深度一小墩位环卫无人设备经济性渐进订单成散点放量趋势目前所有参会者均处于静音状态下面开始播报声明播报完毕后主持人可直接开始发言谢谢 动物证券研究所提醒您本次电话会议即面向机构投资者或受邀客户第三方专家发言内容仅代表其个人观点所有信息或所表述的意见均不构成对具体证券在具体价位具体时点具体市场表现的判断或投资建议未经合法授权严禁录音转发及相关解读涉嫌违反上述情形的 也就是说如果替代掉他们的话可能会对保就业形成一定的压力关于这一点我们认为可能是要区分短期和长期的一个问题虽然说短期是有这样的一个就业刚需的一个情况但是从长期来看不得不明确的一个点或者说我相信大家也都认同的一个点就是长期的老龄化的趋势会使得环卫服务这个行业会越来越缺人的 就是并不是一个淘汰人的概念而是这个行业的发展随着时间的推移里老龄化的这个矛盾就会越来越突出那么老龄化之后只会产生两个结果因为我们知道现在很多的青少的工作人员他确实年纪都是在这个比较大的状况上的所以老龄化之后要么就是这个行业无人可用了年轻人不来做这份工作 或者是这份工作的报酬会显著的上升因为是由供需关系决定的那公司水平上升对环卫服务企业会造成很大的压力 ...

小吨位环卫无人设备经济性渐近，订单呈散点放量趋势 20250812 摘要 环卫行业面临老龄化和用工成本上升的挑战，无人化技术成为长期发展 的迫切需求，预计环卫设备市场规模可达 2000 亿元。 2025 年上半年，全国环卫无人化装备应用项目数量已超 90 个，较 2024 年翻倍增长，预计全年行业增速达 130%，政策驱动是主要因素。 无人化技术通过降本增效显著提升企业业绩，部分公司业绩弹性可达 70%以上，福龙马、劲旅环境、侨银股份和玉禾田等公司将受益。 小吨位智能环卫设备（3 吨以下）适用于封闭或半封闭场景，单台设备 可替代 2-3 人，初期售价 30 万元时，3-4 年可实现经济性打平，降至 20 万元则更快。 大吨位 L4 级别无人驾驶环卫车（6 吨以上）适用于开放市政道路，初期 购置成本较高（约 100 万元），经济性短期内不明显，需降至 60 万元 左右才能在 2-3 年内实现经济性。 保守估计，现有场景下无人设备作业比例达 20%，小型设备市场空间约 575 亿元，大型设备约 761 亿元，合计超 1,000 亿元；中性乐观情境 下，市场空间可达 2000-2,500 亿元。 2025 年环卫无 ...

证券研究报告·行业深度报告·环保 环保行业深度报告 环卫无人化系列深度 1：小吨位环卫无人设 备经济性渐近，订单呈散点放量趋势 增持（维持） [Table_Tag] [Table_Summary] 投资要点 2025 年 08 月 08 日 证券分析师 袁理 执业证书：S0600511080001 021-60199782 yuanl@dwzq.com.cn -8% -4% 0% 4% 8% 12% 16% 20% 24% 28% 32% 36% 2024/8/8 2024/12/7 2025/4/7 2025/8/6 环保 沪深300 相关研究 ◼ 环卫无人设备实现城市环卫作业的自动化和智能化。主要分为 1）小吨 位无人设备：载重能力较小的智能清扫设备（3 吨及以下），主要服务于 广场、公园、学校等半封闭场景。 2）大吨位无人设备：载重能力较大 的全自动作业车辆（3 吨以上），应用于市政道路、景区园林等开放场 景。 3）环卫人形机器人：助力无人化场景闭环。 ◼ 经济性分析：小吨位环卫无人设备更具经济性，有望率先放量。1）小 吨位： 1 台+1 人可以替代 3～4 人（5 万/人/年），同时规避安全生产的 问 ...

Market Performance - The environmental governance sector increased by 0.34% on August 6, with Qiaoyin Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3633.99, up 0.45%, while the Shenzhen Component Index closed at 11177.78, up 0.64% [1] Top Gainers in Environmental Governance Sector - Qiaoyin Co., Ltd. (002973) closed at 14.44, up 5.63% with a trading volume of 206,300 shares and a transaction value of 297 million [1] - Yuhua Tian (300815) closed at 21.76, up 5.38% with a trading volume of 261,000 shares and a transaction value of 557 million [1] - Zhonglan Environmental Protection (300854) closed at 17.84, up 3.60% with a trading volume of 438,100 shares and a transaction value of 66.81 million [1] Other Notable Performers - Feima International (002210) closed at 3.13, up 2.96% with a trading volume of 2,645,800 shares and a transaction value of 818 million [1] - Jingyuan Environmental Protection (688096) closed at 10.17, up 2.94% with a trading volume of 106,100 shares and a transaction value of 107 million [1] Decliners in Environmental Governance Sector - KJY (301372) closed at 26.91, down 2.78% with a trading volume of 54,400 shares and a transaction value of 148 million [2] - Yihai Hongyan (603200) closed at 70.43, down 2.72% with a trading volume of 122,800 shares and a transaction value of 880 million [2] - Haixia Environmental Protection (603817) closed at 5.97, down 1.32% with a trading volume of 96,100 shares and a transaction value of 57.60 million [2] Capital Flow in Environmental Governance Sector - The environmental governance sector saw a net inflow of 39.34 million from main funds, while retail funds experienced a net outflow of 32.17 million [2]

证券日报网讯侨银股份（002973）8月1日在互动平台回答投资者提问时表示，公司于2025年1月与德荣 医疗达成战略合作，双方将在包括环卫一体化管理服务、环卫基础设施投资建设、医共体建设、医院后 勤管理、医院医废固废处理等在内的多个领域展开深度合作，携手构建更加开放、高效的城市服务平 台，打造智能化的城市医疗服务解决方案。 ...

Core Viewpoint - The company, Qiaoyin Co., Ltd. (002973), is actively developing and launching unmanned urban service intelligent equipment, including road cleaning and delivery robots, aimed at enhancing urban management and services [1] Group 1: Product Development - The company has successfully rolled out unmanned driving urban service intelligent equipment, including road and park cleaning equipment, municipal patrol, and delivery robots [1] - The primary applications of these products are in municipal road cleaning, public space patrol, indoor commercial management, and other urban comprehensive service scenarios [1] Group 2: Future Plans - The company plans to promote the orderly deployment of unmanned driving urban service intelligent equipment in project scenarios [1] - There is a collaboration with the National Local Human-shaped Robot Innovation Center focusing on resource integration and technical synergy in urban service scenarios and embodied intelligent robots [1] Group 3: Collaboration Focus - The collaboration will emphasize deep cooperation in the fields of humanoid robots and algorithm computing power, particularly under the theme of urban service management [1] - The initial focus will be on three application types of humanoid robot products for sanitation, property management, and home scenarios, which are currently in the joint development stage [1] Group 4: Current Status - As of now, the humanoid robots developed in collaboration with the innovation center are still in the research and development phase [1] - The company has not yet established a partnership with Yushu [1]

Group 1 - The company is exploring opportunities in the medical field through a strategic partnership with Derong Medical, which was established in January 2025 [1] - The collaboration will focus on multiple areas including integrated sanitation management services, infrastructure investment, medical community construction, hospital logistics management, and medical waste treatment [1] - The goal is to create a more open and efficient urban service platform, developing intelligent urban medical service solutions [1]

Summary of Key Points Core Viewpoint - The company, Qiaoyin City Management Co., Ltd., has approved a financing leasing business plan to expand financing channels, optimize debt structure, and improve capital efficiency to meet operational development needs [1][2]. Financing Leasing Matters Overview - The company and its subsidiaries plan to engage in financing leasing with Huatong Financial Leasing Co., Ltd. for a maximum amount of RMB 80 million, with a term not exceeding 36 months [1][2]. - The company will provide accounts receivable from Jiangmen Qiaoyin City Environment Management Co., Ltd. as collateral for the financing leasing business [1][2]. Financing Leasing Business Plans - The company and its subsidiaries intend to engage in financing leasing with Huibin Financial Leasing Co., Ltd. for a total amount not exceeding RMB 65 million, also with a term not exceeding 36 months [2][3]. - The subsidiaries will use their sanitation vehicles and equipment as collateral for the financing leasing business [2][3]. Transaction Counterparty Basic Information - Huatong Financial Leasing Co., Ltd. is a limited liability company with a registered capital of RMB 2 billion, established on October 12, 2015 [3][4]. - Huibin Financial Leasing Co., Ltd. is another limited liability company with a registered capital of RMB 3 billion, established on April 29, 2015 [15][16]. Financial Situation - The company's total assets were RMB 825,990.96 million, with total liabilities of RMB 558,143.96 million, resulting in net assets of RMB 267,847 million [7][8]. - The company's operating income was RMB 391,441.96 million, with a net profit of RMB 28,921.86 million [7][8]. Impact of Financing Leasing on the Company - The financing leasing business will help activate existing assets, broaden financing channels, and optimize the capital structure without affecting the company's daily operations [28][29]. - The company will provide joint liability guarantees for its subsidiaries' financing leasing matters to meet their operational needs [29]. Board of Directors' Opinion - The board of directors approved the financing leasing business plan, emphasizing that it will not adversely affect the company's operations or the interests of shareholders, especially minority shareholders [29][30]. Independent Directors' Agreement - The independent directors unanimously agreed that the financing leasing business is necessary for the company's daily operations and will not harm the interests of shareholders [30][31].