证券代码：300664 证券简称：鹏鹞环保 公告编号：2025-042 鹏鹞环保股份有限公司 关于公司拟注册发行科技创新债券的公告 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。 鹏鹞环保股份有限公司（以下简称"公司"）于 2025 年 12 月 15 日召开的第五 届董事会第四次会议审议通过了《关于公司拟注册发行科技创新债券的议案》，为 积极响应国家科技创新政策导向，加大科技创新投入力度，同时满足公司经营发展 资金需求，进一步拓宽融资渠道，优化债务结构，降低财务费用，公司拟向中国银 行间市场交易商协会申请注册发行科技创新债券。具体如下： 一、本次拟注册发行科技创新债券的基本情况 1、注册规模及发行安排 公司本次拟申请注册总额不超过人民币 20 亿元（含 20 亿元）的科技创新债， 并将根据公司实际资金需求以及市场环境在注册额度和有效期内择机一次或分次发 行，最终注册额度将以中国银行间市场交易商协会注册通知书中载明的额度为准。 2、发行期限 本次拟注册发行科技创新债券的期限为不超过 10 年（含 10 年）。 3、发行利率 本次拟注册发行科技创新债券的利率将根 ...

证券代码：300664 证券简称：鹏鹞环保 公告编号：2025-041 鹏鹞环保股份有限公司 风险提示：本次审议担保事项涉及的部分子公司资产负债率较高，短期偿债能 力一般，相关担保具有一定的风险。公司将通过健全合作方风险共担机制、完善日 常担保管理、加强财务内部控制、监控担保合同履行、及时跟踪被担保人经营状况 等必要措施，积极有效防范和降低担保风险。 鹏鹞环保股份有限公司（以下简称"公司"）于 2025 年 12 月 15 日召开的第五 届董事会第四次会议审议通过了《关于新增对子公司担保额度的议案》，根据公司控 股子公司业务发展及日常经营需要，在公司 2024 年年度股东大会审议通过的担保额 度基础上，公司拟对全资和控股子公司新增提供不超过 50,000.00 万元人民币的担 保额度。现将有关事项公告如下： 一、担保情况概述 关于新增对子公司担保额度的公告 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。 （一）前次审议及披露情况 公司于 2025 年 4 月 28 日召开的第四届董事会第二十一次会议、于 2025 年 6 月 18 日召开 2024 年年度股东 ...

证券代码：300664 证券简称：鹏鹞环保 公告编号：2025-043 鹏鹞环保股份有限公司 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。 关于召开 2025 年第一次临时股东会的通知 鹏鹞环保股份有限公司（以下简称"公司"）于 2025 年 12 月 15 日召开公司 第五届董事会第四次会议，会议审议通过了《关于召开 2025 年第一次临时股东 会的议案》。现就公司 2025 年第一次临时股东会的有关事项通知如下： 一、召开会议的基本情况 1、股东会届次：2025 年第一次临时股东会。 2、股东会的召集人：公司董事会。 3、会议召开的合法、合规性：本次股东会的召开符合有关法律法规、深圳 证券交易所业务规则和《公司章程》等的规定。 4、会议召开的日期、时间： （1）现场会议召开时间：2025 年 12 月 31 日（星期三），14:30。 （2）网络投票时间： 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 2025 年 12 月 31 日上午 9:15-9:25，9:30-11:30 和下午 13:00-15:00； 通过深圳证券交易所互联网投票系统投 ...

证券代码：300664 证券简称：鹏鹞环保 公告编号：2025-040 鹏鹞环保股份有限公司 第五届董事会第四次会议决议公告 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。 鹏鹞环保股份有限公司（以下简称"公司"）于 2025 年 12 月 8 日以专人送达 及即时通讯方式向公司全体 5 名董事发出了关于召开公司第五届董事会第四次会议 的通知，会议于 2025 年 12 月 15 日在宜兴市高塍镇工业集中区公司 1101 会议室以 现场方式召开。 本次董事会应出席董事 5 名，实际出席会议董事 5 名。会议由公司董事长王鹏 鹞先生主持，公司高级管理人员列席了本次会议。 本次董事会会议的召开符合有关法律、行政法规、部门规章、规范性文件和公 司章程的规定。 二、审议通过《关于公司拟注册发行科技创新债券的议案》 具体内容详见披露于中国证监会指定的创业板信息披露网站巨潮资讯网的公司 《关于公司拟注册发行科技创新债券的公告》。 本议案需提交公司 2025 年第一次临时股东会审议。 表决结果：5 票同意、0 票弃权、0 票反对。 三、审议通过《关于制定公司〈非金融企业债务 ...

（文章来源：证券日报） 证券日报网讯 12月12日，鹏鹞环保在互动平台回答投资者提问时表示，公司2025年12月10日合并普通 账户和融资融券信用账户持有人数为33008户。 ...

Investment Rating - The report maintains a positive outlook on the power and gas sectors, recommending various companies within these industries based on their performance and market conditions [2]. Core Insights - The report highlights a significant increase in electricity consumption in October, with a year-on-year growth of 10.4%, driven primarily by the tertiary sector and residential usage [5][10]. - Natural gas prices exhibit mixed trends globally, with U.S. prices rising while European prices are stabilizing [22][30]. - The report provides specific investment recommendations across various segments, including hydropower, green energy, nuclear power, thermal power, and gas [20][21]. Summary by Sections 1. Electricity Sector - In October, total electricity consumption reached 857.2 billion kWh, marking a 10.4% increase year-on-year. The first, second, and third industries, along with residential consumption, saw growth rates of 13.2%, 6.2%, 17.1%, and 23.9%, respectively [12][10]. - The tertiary sector's electricity consumption grew the fastest, particularly in internet data services related to big data and AI, which surged by 46% [11]. - The report notes that the second industry contributes over 60% of total electricity consumption, with high-tech and equipment manufacturing showing significant growth [11][12]. 2. Gas Sector - As of November 21, U.S. Henry Hub spot prices were $4.13/mmBtu, reflecting an 18.33% weekly increase, while European gas prices showed slight declines [22][30]. - The report indicates that U.S. natural gas supply remains robust, with a notable increase in LNG demand, contributing to rising prices [24][25]. - Recommendations include focusing on integrated gas companies and those benefiting from cost reductions and increased sales, such as Kunlun Energy and New Hope Energy [44]. 3. Weekly Market Review - The report notes that the public utility, gas, and power equipment sectors underperformed compared to the Shanghai and Shenzhen 300 index during the week of November 17 to November 21 [47]. 4. Company and Industry Dynamics - The report discusses the commissioning of China's highest-altitude wind power project in Tibet, which is expected to provide significant clean energy and economic benefits to the local community [50][53]. - It also highlights various local government initiatives aimed at promoting green electricity and renewable energy projects, including direct connections for green electricity [54][55].

Group 1 - The report highlights a significant increase in SAF (Sustainable Aviation Fuel) prices, with EU and China prices reaching $2,500 and $2,960 per ton respectively, marking increases of 39% and 60% since the beginning of 2025 [1][2] - The profit margin for SAF in China is calculated to exceed 4,000 yuan per ton, indicating strong profitability in the sector [1] - The tightening supply of SAF is driven by the upcoming EU and UK verification of a 2% SAF blending ratio, alongside maintenance shutdowns at major production facilities like NESTE [2] Group 2 - The implementation of the RED III legislation in the EU starting in 2026 will raise carbon reduction targets and eliminate the double carbon credit policy for biodiesel produced from used cooking oil (UCO), leading to increased demand for biodiesel and UCO [3] - The projected demand for biodiesel produced from UCO in the EU is expected to rise significantly, with estimates suggesting an increase from 3.74 million tons in 2025 to an additional 4 million tons in 2026 [3] - The maritime sector is also expected to see increased demand for biodiesel, with new regulations requiring a shift towards electric or 100% biofuel-powered vessels by 2030 [3]

证券日报网讯鹏鹞环保11月19日在互动平台回答投资者提问时表示，目前公司正与化工方面的研究机构 与设计单位研究SAF装置与技术的更新升级，后续将基于对供需与价格的研判，审慎规划产能投放与业 务拓展，稳步推进业务布局。 （文章来源：证券日报） ...

Investment Rating - The report maintains a "Positive" outlook on the public utilities and environmental protection sectors [3] Core Insights - The report highlights a significant increase in electricity production in October, with total generation reaching 800.2 billion kWh, a year-on-year growth of 7.9% [4][11] - Hydropower and thermal power contributed the most to the increase in electricity generation, while wind power saw a decline of 11.9% compared to the previous year [4][10] - Natural gas prices showed mixed trends globally, with stable prices in Asia and fluctuations in Europe and North America [22][40] Summary by Sections 1. Electricity Production - In October, thermal power generation was 513.8 billion kWh, up 7.3% year-on-year, while hydropower generation reached 135.1 billion kWh, up 28.2% [4][11] - The total increase in electricity generation for October was approximately 58.6 billion kWh, with thermal power contributing 35 billion kWh and hydropower contributing 29.7 billion kWh [10][11] - The Three Gorges Reservoir achieved its water storage target of 175 meters, supporting future hydropower generation [10] 2. Natural Gas Market - As of November 14, the Henry Hub spot price in the U.S. was $3.49/mmBtu, a weekly decrease of 7.32% [22] - The TTF spot price in Europe was €30.80/MWh, showing a slight weekly change of 0.81% [22] - Northeast Asia's LNG spot price remained stable at $11.10/mmBtu, with domestic supply being sufficient [22][40] 3. Investment Recommendations - For hydropower, the report recommends companies like Guotou Power, Chuan Investment Energy, and Huaneng Hydropower due to favorable autumn water conditions [20] - In the green energy sector, companies such as Xintian Green Energy and Longyuan Power are suggested for their stable returns and high utilization hours [20] - For nuclear power, the report highlights China Nuclear Power and China General Nuclear Power as key players due to ongoing approvals for new units [20] - In the thermal power sector, companies like Guodian Power and Inner Mongolia Huadian are recommended due to decreasing fuel costs [20] - The report also suggests focusing on integrated natural gas companies like Kunlun Energy and New Hope Energy for their potential recovery in profitability [42][43]

Core Insights - The biodiesel sector experienced a decline of 4.59% on November 14, with Hai Xin Energy leading the drop [1] - The Shanghai Composite Index closed at 3990.49, down 0.97%, while the Shenzhen Component Index closed at 13216.03, down 1.93% [1] Stock Performance - International Industrial (000159) closed at 6.85, up 2.24% with a trading volume of 237,400 shares and a transaction value of 163 million [1] - Zhongliang Technology (000930) closed at 6.12, down 0.65% with a trading volume of 153,900 shares and a transaction value of 94.66 million [1] - Pengpeng Environmental (300664) closed at 6.12, down 1.92% with a trading volume of 331,800 shares and a transaction value of 205 million [1] - Excellent New Energy (688196) closed at 61.71, down 4.01% with a trading volume of 25,600 shares and a transaction value of 158 million [1] - Fengbei Biological (603334) closed at 48.30, down 4.03% with a trading volume of 79,100 shares and a transaction value of 38.8 million [1] - Jiaao Environmental (603822) closed at 109.69, down 4.42% with a trading volume of 26,700 shares and a transaction value of 296 million [1] - Shangaohuan Energy (000803) closed at 7.94, down 6.59% with a trading volume of 865,200 shares and a transaction value of 687 million [1] - Hai Xin Energy (300072) closed at 5.56, down 10.03% with a trading volume of 2,447,900 shares and a transaction value of 1.407 billion [1] Capital Flow - The biodiesel sector saw a net outflow of 390 million from main funds, while retail investors contributed a net inflow of 288 million [1] - The detailed capital flow for individual stocks shows varying trends, with International Industrial seeing a net inflow of 3.08 million from main funds, while Hai Xin Energy experienced a net outflow of 150 million [2]