证券日报网讯2月5日，惠城环保（300779）在互动平台回答投资者提问时表示，关于公司的股东人数， 可查询公司发布的定期报告。 ...

中德证券有限责任公司 关于青岛惠城环保科技集团股份有限公司 不提前赎回"惠城转债"的核查意见 经中国证券监督管理委员会《关于同意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注册的批复》（证监许可[2021]1178 号）核准，公 司于 2021 年 7 月 7 日公开发行 320 万张可转债，每张面值 100 元，发行总额 32,000.00 万元。经深圳证券交易所（以下简称"深交所"）同意，公司可转债 于 2021 年 7 月 26 日起在深交所挂牌交易，债券简称"惠城转债"，债券代码 "123118"。 根据《深圳证券交易所创业板股票上市规则》等相关规定和《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》"）的约定，公司本次发行可转债的转股期自可转债发行结束 之日满六个月后的第一个交易日起至可转债到期日止，即 2022 年 1 月 13 日至 2027 年 7 月 6 日。 2022 年 6 月 21 日，因公司实施完成了 2021 年度权益分派，"惠城转债" 的转股价格由 17.11 元/股调整为 17.06 元/股，调整后的转股价格自 ...

证券代码：300779 证券简称：惠城环保 公告编号： 2026-008 债券代码：123118 债券简称：惠城转债 保荐机构对本项议案出具了核查意见。 具体内容详见公司披露于巨潮资讯网（http://www.cninfo.com.cn）的相关公 告。 青岛惠城环保科技集团股份有限公司 第四届董事会第二次会议决议的公告 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、董事会会议召开情况 青岛惠城环保科技集团股份有限公司（以下简称"公司"）第四届董事会第 二次会议于 2026 年 2 月 5 日下午 3:30 以现场方式在青岛市黄岛区萧山路 7 号惠 城广场 417 会议室召开，会议通知于 2026 年 2 月 2 日通过电子邮件方式送达各 位董事。本次会议应出席董事 9 人，实际出席董事 9 人。会议由董事长史惠芳女 士主持。公司高级管理人员列席会议。本次会议召集及召开程序符合《公司法》 和《公司章程》的有关规定，所作决议合法有效。 二、董事会会议审议情况 审议通过《关于不提前赎回"惠城转债"的议案》 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 ...

| 证券代码：300779 | 证券简称：惠城环保 | 公告编号：2026-009 | | --- | --- | --- | | 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 关于不提前赎回"惠城转债"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： "《募集说明书》"）的约定，公司本次发行可转债的转股期自可转债发行结束 之日满六个月后的第一个交易日起至可转债到期日止，即 2022 年 1 月 13 日至 2027 年 7 月 6 日。 2022 年 6 月 21 日，因公司实施完成了 2021 年度权益分派，"惠城转债" 的转股价格由 17.11 元/股调整为 17.06 元/股，调整后的转股价格自 2022 年 6 月 21 日起生效，具体内容详见公司披露在巨潮资讯网上的《关于可转换公司债券 转股价格调整的公告》（公告编号：2022-041）。 公司 2022 年度权益分派方案为不派发现金红利，不送红股，不以公积金转 增股本。"惠城转债"的转股价格无需调整。 2023 年 7 月 24 日，因 ...

Group 1 - The rare earth market shows a slight increase in mainstream product prices, with praseodymium and neodymium oxide averaging 742,400 CNY/ton, up 1,900 CNY/ton, and praseodymium and neodymium metal averaging 904,600 CNY/ton, up 7,800 CNY/ton [1] - Dysprosium oxide remains stable at 1,384,300 CNY/ton, while terbium oxide also holds steady at 6,116,200 CNY/ton [1] - Supply of upstream raw materials remains tight, and metal enterprises are reluctant to sell, keeping praseodymium and neodymium metal prices high [1] Group 2 - The A-share market shows performance of some rare earth permanent magnet concept stocks, with Yingweiting (002334) at 10.07 CNY, up 10.05%, and Yujing Co. (002943) at 85.21 CNY, up 5.05% [2] - Other notable stocks include Wolong New Energy (600173) at 8.29 CNY, up 2.61%, and China Aluminum (601600) at 13.44 CNY, up 2.28% [2] - The trading volume for these stocks varies, with Yingweiting achieving a transaction amount of 867 million CNY and Yujing Co. reaching 1.549 billion CNY [2]

证券日报网讯2月4日，惠城环保（300779）在互动平台回答投资者提问时表示，投资者的鼓励是对公司 最大的鞭策，公司将继续脚踏实地，推动业务稳健发展。 ...

格隆汇2月4日丨惠城环保(300779.SZ)在投资者互动平台表示，公司目前没有在太空回收垃圾的计划。 ...

Market Performance - The environmental governance sector increased by 1.66% on February 3, with Sains leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Top Gainers in Environmental Governance Sector - The top-performing stocks included: - Sains (688480) with a closing price of 81.99, up 13.25% and a trading volume of 39,500 shares, totaling 313 million yuan [1] - Zhonglan Environmental (300854) at 23.62, up 7.46% with 63,300 shares traded, amounting to 148 million yuan [1] - Shanghai Xianba (603200) at 81.85, up 6.28% with 70,000 shares traded, totaling 560 million yuan [1] Decliners in Environmental Governance Sector - Notable decliners included: - Xuelang Environment (300385) at 11.34, down 1.99% with a trading volume of 250,700 shares, totaling 278 million yuan [2] - Guozhong Water (600187) at 2.12, down 1.85% with 973,700 shares traded, amounting to 206 million yuan [2] - Delinhai (688069) at 23.98, down 1.07% with 20,800 shares traded, totaling 50.4 million yuan [2] Capital Flow in Environmental Governance Sector - The environmental governance sector saw a net inflow of 130 million yuan from institutional investors, while retail investors experienced a net outflow of 54.53 million yuan [2] - The main stocks with significant capital inflow included: - Fuzhijie Technology (688335) with a net inflow of 52.43 million yuan, accounting for 13.68% of the total [3] - Huicheng Environmental (300779) with a net inflow of 36.99 million yuan, representing 7.20% [3] - Gaon Environment (603588) with a net inflow of 35.59 million yuan, making up 7.46% [3]

2月2日，惠城环保跌1.05%，成交额4.47亿元。两融数据显示，当日惠城环保获融资买入额3382.66万 元，融资偿还3503.23万元，融资净买入-120.57万元。截至2月2日，惠城环保融资融券余额合计11.95亿 元。 融资方面，惠城环保当日融资买入3382.66万元。当前融资余额11.94亿元，占流通市值的7.57%。 融券方面，惠城环保2月2日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量3300.00股，融券余额31.90万元。 资料显示，青岛惠城环保科技集团股份有限公司位于山东省青岛市黄岛区泊里镇港旺大道395号，成立 日期2006年2月27日，上市日期2019年5月22日，公司主营业务涉及为炼油企业提供废催化剂处理处置服 务,研发、生产、销售FCC催化剂(新剂)、复活催化剂、再生平衡剂等资源化综合利用产品。主营业务收 入构成为：危险废物处理处置服务62.93%，资源化综合利用产品30.15%，其他产品3.97%，三废治理 2.43%，其他(补充)0.53%。 截至9月30日，惠城环保股东户数2.30万，较上期增加105.96%；人均流通股6847股， ...

Investment Rating - The report maintains a "Buy" rating for key companies in the environmental sector, specifically recommending Huicheng Environmental, Gaoneng Environment, and Hongcheng Environment [3][12][15]. Core Insights - The report highlights the dual policy drive for solid waste recycling, emphasizing the benefits for leading companies in the sector due to new regulations aimed at promoting green and low-carbon development in industrial parks [1][8]. - It notes the recent decline in carbon trading prices, with the national carbon market closing at 82.00 CNY/ton, reflecting a 2.47% decrease from the previous week [1]. - The macroeconomic environment is characterized by historically low interest rates, which is expected to favor high-dividend and growth-oriented assets in the environmental sector [1][12]. Summary by Sections Investment Views - The report discusses the issuance of the "Management Measures for Ecological Civilization Construction Demonstration Zones (Ecological Industrial Parks)" by the Ministry of Ecology and Environment, which emphasizes "pollution reduction and carbon reduction synergy" as a core assessment criterion for parks [8][9]. - It also covers the implementation of the "Energy Saving Review and Carbon Emission Evaluation Implementation Measures" in Sichuan Province, which mandates carbon emission evaluations for fixed asset investment projects [11][12]. - The report suggests that the current low valuation and institutional holdings in the environmental sector indicate a potential for sustained rebounds [13]. Market Performance Review - During the week of January 26-30, the environmental sector underperformed the broader market, with a decline of 4.33%, compared to a -0.44% drop in the Shanghai Composite Index [16][25]. - Specific sub-sectors such as monitoring and water treatment experienced significant declines, with monitoring down by 6.33% [16]. Key Companies - Huicheng Environmental is noted for its strong growth potential, particularly in hazardous waste management and plastic recycling projects, with a projected EPS growth from 0.22 CNY in 2024 to 4.05 CNY in 2027 [3][15]. - Gaoneng Environment is recognized for its comprehensive environmental system solutions and is expected to benefit from increased project orders [15]. - Hongcheng Environment is highlighted for its consistent dividend payouts and robust management, with a projected EPS growth from 0.93 CNY in 2024 to 1.07 CNY in 2027 [3][15].