Core Viewpoint - The company announced that its stock price has met the conditions for the potential redemption of its convertible bonds, indicating a significant market performance and potential strategic financial moves ahead [1] Group 1: Stock Performance - From September 17 to September 30, 2025, the company's stock price has closed at or above 130% of the current conversion price of the convertible bonds, which is 14.45 yuan per share [1] - The stock price condition must be met for at least 15 out of 30 consecutive trading days to trigger the conditional redemption clause [1] Group 2: Convertible Bonds - The company has the right to redeem all or part of the unconverted convertible bonds at face value plus accrued interest if the redemption conditions are met [1] - The announcement refers to the specific terms outlined in the prospectus for the issuance of the convertible bonds [1]

Core Insights - The environmental governance sector experienced a decline of 1.03% on September 30, with Huicheng Environmental leading the drop [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Environmental Governance Sector Performance - Notable gainers included: - Jiarong Technology (code: 301148) with a closing price of 31.61, up 6.07% and a trading volume of 53,100 shares, totaling 163 million yuan [1] - Beijiete (code: 300774) closed at 13.01, up 5.43% with a trading volume of 299,900 shares, totaling 385 million yuan [1] - Feinan Resources (code: 301500) closed at 17.91, up 5.35% with a trading volume of 254,100 shares, totaling 455 million yuan [1] - Major decliners included: - Huicheng Environmental (code: 300779) closed at 175.00, down 11.71% with a trading volume of 155,800 shares, totaling 2.684 billion yuan [2] - Fuzhi Environmental (code: 688335) closed at 30.40, down 8.87% with a trading volume of 192,000 shares, totaling 610 million yuan [2] - Zhonglan Environmental (code: 300854) closed at 20.35, down 5.92% with a trading volume of 86,100 shares, totaling 179 million yuan [2] Capital Flow Analysis - The environmental governance sector saw a net outflow of 1.09 billion yuan from institutional investors, while retail investors contributed a net inflow of 709 million yuan [2] - Specific stock capital flows included: - Jiarong Technology had a net inflow of 11.70 million yuan from institutional investors, while retail investors had a net outflow of 13.35 million yuan [3] - Beijiete experienced a net inflow of 16.52 million yuan from institutional investors, with a net outflow of 24.61 million yuan from retail investors [3] - Shengyuan Environmental had a net inflow of 13.47 million yuan from institutional investors, while retail investors had a net outflow of 20.69 million yuan [3]

| 证券代码：300779 | 证券简称：惠城环保 | 公告编号：2025-088 | | --- | --- | --- | | 债券代码：123118 | 债券简称：惠城转债 | | 青岛惠城环保科技集团股份有限公司 关于惠城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。 特别提示： 自 2025 年 9 月 17 日至 2025 年 9 月 30 日，青岛惠城环保科技集团股份有限 公司（以下简称"公司"）股票已有 10 个交易日的收盘价不低于"惠城转债" 当期转股价格（11.11 元/股）的 130%（含 130%，即 14.45 元/股）。若在未来触 发"惠城转债"的有条件赎回条款（即"在本次发行的可转债转股期内，如果公 司股票在任何连续三十个交易日中至少有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《青岛惠城环保科技股份有限公 司向不特定对象发行可转换公司债券募集说明书》（以下简称"《募集说明书》"） 中有条件赎回条款的相关约定，公司有权决定按照债券面值加当期应计利息的价 格赎 ...

Group 1 - The core point of the news is that Huicheng Environmental Protection's stock price has dropped by 5.43% to 187.45 CNY per share, with a trading volume of 254 million CNY and a turnover rate of 0.85%, resulting in a total market capitalization of 36.952 billion CNY [1] - Huicheng Environmental Protection, established on February 27, 2006, and listed on May 22, 2019, primarily provides waste catalyst treatment services for refining enterprises and develops, produces, and sells FCC catalysts and other resource utilization products [1] - The company's main business revenue composition includes hazardous waste treatment services (62.93%), resource utilization products (30.15%), other products (3.97%), three wastes governance (2.43%), and others (0.53%) [1] Group 2 - From the perspective of major fund holdings, one fund under Southern Fund has a significant position in Huicheng Environmental Protection, with the Southern CSI 1000 ETF holding 1.2685 million shares, accounting for 0.35% of the fund's net value, ranking as the third-largest holding [2] - The Southern CSI 1000 ETF has a total scale of 64.953 billion CNY, with a year-to-date return of 27.27% and a one-year return of 47.41% [2] - The fund manager of Southern CSI 1000 ETF, Cui Lei, has been in position for 6 years and 329 days, with the best fund return during the tenure being 145.53% [3]

证券日报网讯9月29日晚间，惠城环保（300779）发布公告称，公司无逾期担保、无涉及诉讼的担保、 无因担保被判决败诉而应承担损失的情形。 ...

关于为子公司提供担保的进展公告 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。 特别风险提示： 本次担保生效后，青岛惠城环保科技集团股份有限公司（以下简称"公司"） 及控股子公司提供担保总额超过公司最近一期经审计净资产 100%，前述担保风 险处于公司可控范围内，敬请投资者充分关注担保风险。 一、担保情况概述 公司于 2025 年 7 月 28 日召开第三届董事会第四十六次会议、第三届监事会 第三十六次会议，于 2025 年 8 月 19 日召开 2025 年第二次临时股东大会审议通 过了《关于为子公司新增担保额度的议案》，同意公司为控股子公司广东东粤化 学科技有限公司（以下简称"东粤化学"）新增总额不超过 40,000 万元人民币 的融资本金担保额度。上述具体内容详见公司于 2025 年 7 月 29 日在巨潮资讯网 证券代码：300779 证券简称：惠城环保 公告编号：2025-087 债券代码：123118 债券简称：惠城转债 青岛惠城环保科技集团股份有限公司 1.担保金额：1.2 亿元 2.担保范围：华兴汕分综字第 20250922003 号《综合授信 ...

Group 1 - The rare earth permanent magnet sector experienced a significant upward trend on September 29, with notable stock performances [1] - Wolong New Energy reached the daily limit increase, while Hengdian East Magnetic surged over 8% [1] - Other companies such as Galaxy Magnet, Huicheng Environmental Protection, Lingyi Zhizao, and Greeenmei also saw increases in their stock prices [1]

Core Viewpoint - The rare earth permanent magnet sector is experiencing a significant upward trend, with notable stock price increases among key companies in the industry [1] Group 1: Company Performance - Wolong New Energy has reached its daily limit increase in stock price [1] - Hengdian East Magnetic has seen a stock price increase of over 8% [1] - Other companies such as Galaxy Magnetic, Huicheng Environmental Protection, Lingyi Zhizao, and Greeenmei have also experienced stock price increases [1]

Core Insights - Huicheng Environmental Protection's stock price increased by 5.21% on September 26, reaching 202.00 CNY per share, with a trading volume of 682 million CNY and a turnover rate of 2.22%, resulting in a total market capitalization of 39.821 billion CNY. The stock has risen for three consecutive days, with a cumulative increase of 9.53% during this period [1] Company Overview - Qingdao Huicheng Environmental Protection Technology Group Co., Ltd. is located in Huangdao District, Qingdao, Shandong Province, and was established on February 27, 2006. The company went public on May 22, 2019. Its main business involves providing waste catalyst treatment services for refining enterprises and developing, producing, and selling FCC catalysts, rejuvenated catalysts, and regenerated balancing agents [1] - The revenue composition of the main business includes: hazardous waste treatment services (62.93%), resource recycling products (30.15%), other products (3.97%), three waste governance (2.43%), and others (0.53%) [1] Fund Holdings - Tianhong Fund has one fund heavily invested in Huicheng Environmental Protection. Tianhong New Emerging Industries Mixed Fund A (021623) held 1,500 shares in the second quarter, accounting for 2.24% of the fund's net value, making it the seventh-largest holding. The estimated floating profit today is approximately 15,000 CNY, with a total floating profit of 25,100 CNY during the three-day increase [2] - Tianhong New Emerging Industries Mixed Fund A (021623) was established on July 2, 2024, with a latest scale of 6.3593 million CNY. Year-to-date returns are 40.97%, ranking 1957 out of 8171 in its category; the one-year return is 47.08%, ranking 3214 out of 8004; and since inception, the return is 46.86% [2]

9月19日，惠城环保大宗交易成交4万股，成交额725.36万元，占当日总成交额的1.02%，成交价181.34 元，较市场收盘价181.34元持平。 | 权益类证券大宗交易(协议交易) | | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 买方营业部 (万元) | | 卖方营业部 | | | 2025-09-19 | 300779 | 惠城环保 | 181.34 | 4.00 | 725.36 中国中金财富证券 | | 机构专用 | | | | | | | | | 有限公司福州五四 | | | | | | | | | | 路证券营业部 | | | ...