格隆汇9月29日丨侨银股份(002973.SZ)公布，公司入选涞水县城区环卫一体化合作运营项目（二次）的 第一中标候选人，预估中标总金额：512,452,500.00元/25年。招标范围：涞水县城区道路环卫清扫、街 头广告、绿化等垃圾巡回保洁、厕所保洁维护、果皮箱及垃圾箱的投放、垃圾收集及外运。 ...

Group 1 - The company, Qiaoyin Co., Ltd. (002973.SZ), has been selected as the first candidate for the Lai County urban sanitation integrated operation project (second phase) [1] - The estimated total bid amount for the project is approximately 512 million yuan [1]

Group 1 - The company, Qiaoyin Co., Ltd. (002973.SZ), has been selected as the first candidate for the integrated sanitation operation project in Laishui County, with an estimated total bid amount of approximately 512 million yuan [1]

Group 1 - The company, Qiaoyin Co., has been selected as the first candidate for the integrated sanitation operation project in Laishui County, with a bid price of 20.4981 million yuan per year [1] - The service duration for the project is set for 25 years, with an estimated total bid amount of approximately 512 million yuan over the 25-year period [1]

Core Viewpoint - The company has been selected as the first candidate for the integrated sanitation operation project in Laishui County, with a bid price of 20.4981 million yuan per year and a total estimated bid amount of 512 million yuan over 25 years [1] Group 1 - The project includes various sanitation services such as road cleaning, street advertising, green waste management, toilet maintenance, and garbage collection and transportation [1] - The service duration for the project is set for 25 years, indicating a long-term commitment and potential revenue stability for the company [1] - The company has not yet officially won the bid, and the specific implementation details will be determined by the formal contract [1]

| 证券代码：002973 | 证券简称：侨银股份 | 公告编号：2025-122 | | --- | --- | --- | | 债券代码：128138 | 债券简称：侨银转债 | | 侨银城市管理股份有限公司 关于被确定为约 5.12 亿元河北省保定市涞水县城区 环卫一体化合作运营项目（二次） 第一中标候选人的公告 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。 1．截至目前，公司尚未正式中标涞水县城区环卫一体化合作运营项目（二 次），公司能否中标该项目仍存在一定的不确定性。 2．项目总金额、具体实施内容等均以正式合同为准。公司将根据项目进展 情况及时履行信息披露义务，敬请广大投资者谨慎决策，注意投资风险。 一、项目的基本情况 7．招标范围：涞水县城区道路环卫清扫、街头广告、绿化等垃圾巡回保洁、 厕所保洁维护、果皮箱及垃圾箱的投放、垃圾收集及外运。 二、项目公示的内容 详见河北省招标投标公共服务平台（http://szj.hebei.gov.cn/）的《涞水县城 区环卫一体化合作运营项目二次中标候选人公示》。 1．项目名称：涞水县城区环卫一体化合作运营项目 ...

Investment Rating - The report assigns a "Buy-A" investment rating to the company, with a target price of 17.15 yuan for the next 6 months [7][16]. Core Insights - The company reported a total revenue of 1.871 billion yuan in H1 2025, a decrease of 3.90% year-on-year, and a net profit of 125 million yuan, down 27.61% year-on-year, with a gross margin of 27.60%, an increase of 1.37% year-on-year [1][9]. - The company is actively enhancing its AI and humanoid robot capabilities to empower urban management services, collaborating with various organizations to integrate these technologies into its operations [2][11]. - The company has secured new contracts, including a 291 million yuan project in Putian and a 195 million yuan project in Beihai, contributing positively to its performance [3][11]. - The company has significantly improved its cash flow, achieving a net cash flow from operating activities of 421 million yuan, a year-on-year increase of 2640.88% [4][11]. Financial Performance - The company expects revenues of 4.12 billion yuan, 4.35 billion yuan, and 4.6 billion yuan for 2025, 2026, and 2027, respectively, with growth rates of 5.26%, 5.59%, and 5.73% [9][11]. - The projected net profits for the same years are 318 million yuan, 340 million yuan, and 370 million yuan, with growth rates of 9.9%, 7.0%, and 8.7% [9][11]. - The gross margin is expected to improve gradually, reaching 27.63% by 2027 [11][15]. Market Position and Strategy - The company is positioned as a leading urban management service provider in China, focusing on enhancing its service offerings through technology integration [2][11]. - The company is restructuring its performance evaluation system and enhancing project management to optimize operational efficiency [3][11]. - The company plans to raise 900 million yuan through a private placement to support its "Urban Steward" equipment and digital management projects, strengthening its competitive edge [4][11].

Core Points - Qiaoyin Co., Ltd. announced the resignation of its board secretary, Zhou Yuequn, due to personal reasons [2] - Following his resignation, Zhou will no longer hold any positions within the company or its subsidiaries [2]

Core Viewpoint - Qiaoyin Co., Ltd. has signed a strategic cooperation agreement with Charoen Pokphand Group in Bangkok, focusing on environmental sustainability in the Mekong River region [1][2] Group 1: Strategic Cooperation - The agreement aims to explore environmental governance, restoration, and sustainable management in the Mekong River basin, utilizing smart monitoring technology and pollution control solutions [1] - This collaboration aligns with the Lancang-Mekong cooperation mechanism, promoting regional environmental protection [1] Group 2: Technological Innovation - Qiaoyin Co., Ltd. will collaborate with leading global technology companies such as Huawei, IBM, Yushu Technology, and Galaxy Aerospace in various fields [1] Group 3: Company Background - Charoen Pokphand Group, founded in 1921, operates in over 100 countries with more than 460,000 employees and is projected to achieve global sales of $102.2 billion in 2024 [1] - Qiaoyin Co., Ltd. is the first A-share listed urban public utility service company in China, with a comprehensive service system and AI-enabled management capabilities covering over 100 cities nationwide [1]

| 证券代码：002973 | 证券简称：侨银股份 | 公告编号：2025-121 | | --- | --- | --- | | 债券代码：128138 | 债券简称：侨银转债 | | 侨银城市管理股份有限公司 关于董事会秘书辞职的公告 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。 侨银城市管理股份有限公司（以下简称"公司"）董事会于近日收到公司董 事会秘书周越群先生的书面辞职报告。周越群先生因个人原因辞去公司董事会秘 书职务。周越群先生辞去上述职务后，不再担任公司及子公司任何职务。周越群 先生上述职务的原定任期至公司第四届董事会任期届满之日止，根据《公司法》 《公司章程》等规定，其辞职报告自送达公司董事会之日起生效。 联系地址：广州市荔湾区白鹤沙路 9 号侨银总部大厦 特此公告。 侨银城市管理股份有限公司 董事会 2025 年 9 月 23 日 为保证董事会工作的正常进行，根据《深圳证券交易所股票上市规则》等 有关规定，公司在聘任新的董事会秘书之前，董事会指定公司董事、总经理夏冠 明先生代为履行董事会秘书职责，公司将按照相关规定尽快完成董事会秘书的聘 任 ...