Group 1: Company Labels and Environmental Commitment - The company emphasizes two key labels: circular economy and low carbon, focusing on maximizing resource value and minimizing environmental impact [2] - Circular economy involves the continuous cycle of resources from products to regeneration, significantly reducing the need for raw material extraction [2] - The company has developed physical and chemical recycling technology for waste polyester, which won a national science and technology progress award in 2018 [2] Group 2: Health and Environmental Benefits - The use of low-melting-point polyester short fibers eliminates volatile organic compounds (VOCs) from traditional adhesives, improving air quality and health [3] - The company’s practices contribute to a resource-saving society and align with national policies promoting low-carbon and green development [3] Group 3: Investment Strategy in Tibet - The investment in Tibet aligns with the national strategy for western development, aiming to reduce transportation costs and enhance regional efficiency [4] - Local production is expected to support infrastructure projects like the Yarlung Tsangpo River project, providing significant economic benefits [4] Group 4: Measures to Improve Product Profitability - The company collaborates with Donghua to innovate the "physical and chemical method," allowing the use of multi-component recycled materials, thus reducing raw material costs [5] - New materials are being developed to replace traditional ones, focusing on customization and differentiation in niche markets [5] - The production line's flexibility and ongoing improvements in automation and AI technology enhance production efficiency and competitiveness [5]

Core Viewpoint - Youcai Resources (002998) is implementing two formal projects, one of which is an organic heat carrier boiler carbon reduction and enhancement transformation project that uses biomass fuel instead of natural gas for heating, aligning with national development plans and industry policies, contributing to energy structure optimization and reduction of emissions and consumption, thereby enhancing the company's competitiveness [1] Group 1 - The organic heat carrier boiler project is expected to save fuel costs of 23.549 million yuan annually, reduce total cost expenses by 19.8547 million yuan, and generate an additional net profit of 14.9939 million yuan, demonstrating significant cost-saving economic benefits [1] - The project has a total construction period of one year and is progressing according to the expected schedule [1] - The initiative is in line with industry trends and supports the company's strategic goals for sustainable development [1]

Core Viewpoint - The company emphasizes its commitment to technological innovation and automation to enhance production efficiency and maintain its competitive edge in the industry [1] Group 1: Technological Development - The company is closely monitoring industry technology trends and has introduced advanced automated production equipment through convertible bond fundraising projects [1] - The company plans to continuously improve automation and intelligence in key processes such as equipment maintenance, quality control, and new product development [1] - The company has obtained over 190 patents, highlighting its focus on continuous technological innovation [1] Group 2: Research and Development - The company engages in both applied research and forward-looking studies, emphasizing the importance of combining technology with market and production needs [1] - The collaboration with Donghua University strengthens the integration of industry, academia, and research, laying a foundation for the company's development and knowledge protection [1] - The company aims to explore new directions through ongoing product and technology innovation to solidify and enhance its leading position in the industry [1]

Core Viewpoint - The company, Youcai Resources (002998), is focusing on internationalization as a key development direction, significantly increasing its overseas sales efforts and projecting substantial growth in foreign trade sales revenue for the coming years [1] Group 1: International Expansion - The company has announced that its foreign trade sales revenue for 2024 is expected to double compared to 2023 [1] - For the first half of 2025, the company anticipates a nearly 60% increase in sales revenue compared to the same period in 2024 [1] Group 2: Customer Base and Industry Focus - Major overseas customers include those in the automotive interior sector, covering brands such as Volkswagen, as well as industries like home textiles, acoustic materials, and sanitary materials [1] - The company is committed to maintaining an environmentally friendly and green approach in its overseas sales efforts [1]

Company Overview - Youcai Resources (SZ 002998) announced an investor meeting scheduled for November 11, 2025, from 15:00 to 16:30, where company representatives will address investor inquiries [1] - The company reported that for the first half of 2025, its revenue composition was 99.22% from the textile chemical fiber industry and 0.78% from other businesses [1]

Group 1: Company Overview and Projects - The company has two officially implemented projects: the organic heat carrier boiler carbon reduction upgrade project and the Qu Shui You Cai engineering composite new materials production base project [2][3] - The boiler project aims to replace natural gas with biomass fuel for heating, aligning with national development plans and industry policies, and is expected to save fuel costs of 20 million yuan annually, with a net profit increase of approximately 354.90 million yuan [2][3] - The composite materials project is expected to invest 1.5 billion yuan and aims to produce 3 million tons of geotextiles, responding to the national strategy for western development [3] Group 2: Recycling Technologies - Physical recycling has lower pollution emissions and costs but cannot achieve complete closed-loop recycling, leading to a loss of specific viscosity [4][5] - Chemical recycling can enhance product functionality but has higher energy consumption and production costs, with limited large-scale application in China [4][5] - Biological recycling is still in the early stages of commercialization, with high costs for enzyme preparation and purification [5] Group 3: Technological Innovations - The company is integrating AI technology to enhance production efficiency, including automated color injection and drying systems, and plans to improve automation in maintenance and quality control [4][6] - The company has obtained over 190 patents and emphasizes continuous technological innovation and collaboration with educational institutions to strengthen its market position [6] Group 4: International Sales Performance - The company's foreign trade sales revenue doubled in 2024 compared to the previous year, with a nearly 60% increase in the first half of 2025 [7] - Major overseas clients include automotive interior brands and industries such as home textiles and acoustic materials, with a commitment to sustainable and green practices in international sales [7]

| 证券代码：002998 | 证券简称：优彩资源 | 公告编号：2025-069 | | --- | --- | --- | | 债券代码：127078 | 债券简称：优彩转债 | | 优彩环保资源科技股份有限公司 关于优彩转债可能满足赎回条件的提示性公告 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。 自 2025 年 9 月 29 日至 2025 年 11 月 11 日，优彩环保资源科技股份有限公 司（以下简称"公司"）股票已有 13 个交易日的收盘价格不低于"优彩转债"当 期转股价格的 130%。（公司于 2025 年 10 月 13 日实施 2025 半年度权益分派， 实施权益分派前"优彩转债"转股价格的 130%为 8.58 元/股，实施权益分派后 "优彩转债"转股价格的 130%为 8.424 元/股）。 若未来触发"优彩转债"的有条件赎回条款："在转股期内，如果公司股票 在连续三十个交易日中至少十五个交易日的收盘价格不低于当期转股价格的 130%（含 130%）"。届时根据《优彩环保资源科技股份有限公司募集说明书》 （以下简称"募集说明书"）中 ...

Core Points - The announcement from Youcai Resources indicates that from October 24, 2025, to November 6, 2025, a total of 3,757,913 shares were converted from "Youcai Convertible Bonds" [1] - As a result, the total share capital of the company increased from 340,794,450 shares on October 23, 2025, to 344,552,363 shares [1] - The shareholding ratio of the controlling shareholder Dai Zexin and his concerted parties, including Wang Xueping and Jiangyin Qunying Investment Enterprise (Limited Partnership), was diluted to touch the 1% integer multiple, decreasing from 51.17% to 50.61% while the total number of shares held remained unchanged [1]

关于控股股东及其一致行动人因可转债转股持股比例被动稀释触及 | 证券代码：002998 | 证券简称：优彩资源 | 公告编号：2025-068 | | --- | --- | --- | | 债券代码：127078 | 债券简称：优彩转债 | | 优彩环保资源科技股份有限公司 1%整数倍的公告 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。 特别提示： 1、本次权益变动系优彩环保资源科技股份有限公司（以下简称"公司"）可 转换公司债券转股使公司总股本增加，导致公司控股股东戴泽新及其一致行动人 王雪萍、江阴市群英投资企业（有限合伙）（以下简称"群英投资"）合计持有的 股份比例被动稀释触及 1%整数倍； 2、本次权益变动不涉及股东股份增持或减持，不涉及要约收购，不会导致 公司控股股东及实际控制人发生变化，不会影响公司的治理结构和持续经营。 一、本次权益变动的基本情况 经中国证券监督管理委员会《关于核准优彩环保资源科技股份有限公司公开 发行可转换公司债券的批复》（证监许可[2022]2957 号）核准，公司于 2022 年 12 月 14 日向社会公开发行了面值总额 ...

Core Viewpoint - The company has established a subsidiary in Tibet to leverage regional industrial layout and resource allocation, aiming to capitalize on infrastructure development opportunities in the western region [1] Group 1: Strategic Focus - The company intends to actively monitor market opportunities in sectors such as hydropower, transportation, and infrastructure [1] - The establishment of the subsidiary is based on the advantages of local geography and market conditions [1] Group 2: Compliance and Disclosure - The company will participate in relevant project bidding or cooperation in accordance with laws and regulations [1] - Any substantial progress will be disclosed in a timely manner as per regulatory requirements [1]