股票简称：惠城环保 股票代码：300779 债券简称：惠城转债 债券代码：123118 青岛惠城环保科技集团股份有限公司 Qingdao Huicheng Environmental Technology Group Co., Ltd. （山东省青岛市黄岛区泊里镇港旺大道 395 号） 2024 年度向特定对象发行 A 股股票之 募集说明书 （申报稿） 保荐机构（主承销商） （北京市朝阳区建国路 81 号华贸中心 1 号写字楼 22 层） 二〇二五年七月 青岛惠城环保科技集团股份有限公司 2024 年度向特定对象发行 A 股股票 募集说明书 声 明 公司及控股股东、实际控制人、董事、监事、高级管理人员承诺本募集说明 书及其他信息披露资料不存在任何虚假记载、误导性陈述或重大遗漏，并对其真 实性、准确性及完整性承担相应的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人保证募集说明书中财务 会计资料真实、完整。 中国证券监督管理委员会、深圳证券交易所对本次发行所作的任何决定或意 见，均不表明其对申请文件及所披露信息的真实性、准确性、完整性作出保证， 也不表明其对发行人的盈利能力、投资价值或者对投资者的收益 ...

关于青岛惠城环保科技集团股份有限公司 申请向特定对象发行股票的审核问询函的回复 保荐机构（主承销商） （北京市朝阳区建国路 81 号华贸中心 1 号写字楼 22 层） 二〇二五年七月 关于青岛惠城环保科技集团股份有限公司 申请向特定对象发行股票的审核问询函的回复 深圳证券交易所： 贵所《关于青岛惠城环保科技集团股份有限公司申请向特定对象发行股票的 审核问询函》（审核函〔2025〕020010 号）（以下简称"问询函"）已收悉。青岛 惠城环保科技集团股份有限公司（以下简称"惠城环保"、"发行人"、"申请人" 或"公司"）会同中德证券有限责任公司（以下简称"中德证券"、"保荐机构" 或"保荐人"）、发行人律师北京市中伦律师事务所（以下简称"发行人律师"）、 申报会计师立信会计师事务所（特殊普通合伙）（以下简称"申报会计师"）就问 询函所提问题逐条进行了认真分析及讨论，针对问询函中的问题进行核查，对问 询函中所有提到的问题逐项予以落实并进行了书面说明，同时按照要求对《青岛 惠城环保科技集团股份有限公司 2024 年度向特定对象发行 A 股股票之募集说明 书（申报稿）》（以下简称"募集说明书"）进行了修订和补充，现回 ...

青岛惠城环保科技集团股份有限公司 审计报告及财务报表 二〇二四年度 信会师报字[2025]第 ZG11433 号 6-1-1 青岛惠城环保科技集团股份有限公司 审计报告及财务报表 （2024 年 01 月 01 日至 2024 年 12 月 31 日止） | | 目录 | 页次 | | --- | --- | --- | | 一、 | 审计报告 | 1-6 | | 二、 | 财务报表 | | | | 合并资产负债表和母公司资产负债表 | 1-4 | | | 合并利润表和母公司利润表 | 5-6 | | | 合并现金流量表和母公司现金流量表 | 7-8 | | | 合并所有者权益变动表和母公司所有者权益变动表 | 9-12 | | | 财务报表附注 | 1-157 | 6-1-2 审计报告 信会师报字[2025]第 ZG11433 号 青岛惠城环保科技集团股份有限公司全体股东： 一、 审计意见 我们审计了青岛惠城环保科技集团股份有限公司（以下简称惠城环保） 财务报表，包括 2024 年 12 月 31 日的合并及母公司资产负债表，2024 年 度的合并及母公司利润表、合并及母公司现金流量表、合并及母公司所有 者 ...

| 证券代码：300779 | 证券简称：惠城环保 | 公告编号：2025-063 | | --- | --- | --- | | 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 关于控股股东的一致行动人部分股份解除质押的公告 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。 近日，青岛惠城环保科技集团股份有限公司（以下简称"公司"）接到控股 股东的一致行动人青岛惠城信德投资有限公司（以下简称"惠城信德"）的通知， 获悉惠城信德持有本公司部分股份解除质押，具体内容如下： | 股东名 | 是否为控股股 东或第一大股 | 本次解除 质押股数 | 占其所持股 | 占公司总股 | 起始日 | | 解除日期 | | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 称 | 东及其一致行 | （股） | 份比例 | 本比例 | | | | | | | | 动人 | | | | | | | | | | 惠城 信德 | 是 | 2,390,000 ...

| 证券代码：300779 | 证券简称：惠城环保 | 公告编号：2025-062 | | --- | --- | --- | | 债券代码：123118 | 债券简称：惠城转债 | | 关于控股股东的一致行动人部分股份延期购回及解除质押的公告 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。 近日，青岛惠城环保科技集团股份有限公司（以下简称"公司"）接到控股 股东的一致行动人青岛惠城信德投资有限公司（以下简称"惠城信德"）的通知， 获悉惠城信德持有本公司部分股份办理了质押延期购回及解除质押，具体内容如 下： | 股东 名称 | 是否为控 股股东或 第一大股 | 本次延期 购回质押 股数 | 占其所 持股份 | 占公司 总股本 | 是否 为限 | 是否 为补 | 质押起 | | 原质押 到期日 | 延期后 到期日 | | 质权 人 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 东及其一 | | 比例 | 比例 | 售股 | ...

Market Performance - A-shares steadily advanced this week, with the ChiNext Index reaching a new high for the year and the Shenzhen Component Index hitting a four-month high, approaching its highest point of the year [1] - Weekly trading volume increased to 7.73 trillion yuan, marking the largest weekly trading volume in three months [1] Fund Inflows - Leverage funds actively entered the market, with most industries under the Shenwan first-level industry classification seeing net buying, particularly the computer industry with over 4.4 billion yuan and the electronics industry with over 3 billion yuan [2] - The electronic, biopharmaceutical, and automotive sectors each received over 20 billion yuan in net inflows, while the non-bank financial sector saw a net outflow of over 8.3 billion yuan [2] Rare Earth Demand - The rare earth sector performed strongly, with the rare earth permanent magnet index reaching a three-and-a-half-year high [3] - Demand for rare earths is expected to grow rapidly due to advancements in humanoid robots and electric vehicles, with estimates suggesting a demand of at least 70,000 tons of neodymium-iron-boron by 2025 [3] Energy Metals - The energy metals sector, including lithium and cobalt, reached a two-year high, with lithium carbonate futures breaking 70,000 yuan/ton, marking a 20% increase from recent lows [4] - Short-term lithium salt supply may decline due to reduced exports from Chile and domestic production halts, leading to a potential price stabilization [4] Biopharmaceutical Sector - The biopharmaceutical sector saw significant gains, with the innovative drug index hitting record highs multiple times this week [6] - Notable stocks in the sector, such as Lianhuan Pharmaceutical and Aosaikang, experienced consecutive trading halts, with some stocks showing year-to-date gains exceeding 200% [6][7] Earnings Forecasts - Several pharmaceutical companies have recently forecasted substantial profit increases for the first half of 2025, with estimates suggesting net profit growth exceeding 19 times for some firms [7]

特此公告。 青岛惠城环保科技集团股份有限公司 特别提示： 1、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（以下简称"公司"）因实施 2024 年 度权益分派，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》及相关规定，"惠城转债"自 2025 年 7 月 14 日至 2024 年 度权益分派股权登记日（2025 年 7 月 21 日）止暂停转股，2024 年度权益分派股 权登记日后的第一个交易日起恢复转股。 "惠城转债"将于 2024 年度权益分派股权登记日后的第一个交易日（2025 年 7 月 22 日）起恢复转股。敬请公司可转换公司债券持有人注意。 证券代码：300779 证券简称：惠城环保 公告编号：2025-061 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 关于惠城转债恢复转股的提示性公告 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。 董事会 2025 年 7 月 18 日 2、转股期限：2022 年 1 月 13 日至 2027 年 7 月 6 日止 ...

Market Overview - The net inflow of large orders in the two markets reached 16.628 billion yuan, with 44 stocks seeing net inflows exceeding 200 million yuan, led by Changshan Beiming with a net inflow of 2.333 billion yuan [1] - The Shanghai Composite Index closed up 0.37%, with a total of 2,101 stocks experiencing net inflows and 2,633 stocks seeing net outflows [1] Industry Analysis - Among the 19 industries with net inflows, the computer sector had the highest net inflow of 5.790 billion yuan, with an index increase of 1.33%. The electronics sector followed with a net inflow of 4.318 billion yuan and a rise of 2.18% [1] - The public utilities sector experienced the largest net outflow of 809 million yuan, followed by the banking sector with a net outflow of 741 million yuan [1] Individual Stock Performance - 44 stocks had net inflows exceeding 200 million yuan, with Changshan Beiming leading at 2.333 billion yuan, followed by Jianghuai Automobile at 1.193 billion yuan [2] - Stocks with significant net inflows saw an average increase of 7.58%, outperforming the Shanghai Composite Index, with 43 stocks closing higher, including Man Kun Technology and Jin Modern, which hit the daily limit [2] - The top sectors for net inflows among individual stocks were computer, electronics, and communication, with 10, 9, and 4 stocks respectively [2] Top Net Inflow Stocks - The top stocks by net inflow include: - Changshan Beiming: 2.333 billion yuan, 10.02% increase [2] - Jianghuai Automobile: 1.193 billion yuan, 10.01% increase [2] - Runhe Software: 903 million yuan, 9.68% increase [2] - Construction Industry: 771 million yuan, 10.01% increase [2] - AVIC Shenyang Aircraft: 745 million yuan, 10.00% increase [2] Top Net Outflow Stocks - The stocks with the largest net outflows include: - ST Huatuo: 398 million yuan, -4.77% decrease [4] - Sunshine Power: 329 million yuan, -0.55% decrease [4] - Zhongdian Port: 307 million yuan, -1.21% decrease [4] - Zijin Mining: 267 million yuan, -0.37% decrease [4] - C Huaxin: 240 million yuan, -9.19% decrease [4]

Market Overview - The Shanghai Composite Index rose by 0.37% on July 17, with 25 out of 28 sectors experiencing gains, led by defense and military industry (up 2.74%) and communication (up 2.41%) [2] - The banking and transportation sectors saw declines of 0.42% and 0.39%, respectively, with the environmental protection sector also among the top losers [2] Capital Flow Analysis - The net inflow of capital in the two markets reached 11.662 billion yuan, with 15 sectors experiencing net inflows [2] - The computer sector led with a net inflow of 5.202 billion yuan and a daily increase of 1.33%, followed by the electronics sector with a net inflow of 4.455 billion yuan and a daily increase of 2.18% [2] Environmental Protection Sector Performance - The environmental protection sector declined by 0.26%, with a net outflow of 631 million yuan, comprising 133 stocks, of which 59 rose and 67 fell [3] - Among the stocks with net inflows, Shijin Technology topped the list with a net inflow of 37.971 million yuan, followed by Shanghai Washba and Xingrong Environment with inflows of 35.862 million yuan and 23.160 million yuan, respectively [3] - The top stocks with net outflows included Huicheng Environmental (outflow of 218.1536 million yuan), Huahong Technology (outflow of 100.9985 million yuan), and Xuedilong (outflow of 63.9296 million yuan) [5] Environmental Protection Sector Capital Flow Rankings - **Top Inflow Stocks**: - Shijin Technology: +4.32%, 15.16% turnover, 37.971 million yuan inflow - Shanghai Washba: +4.93%, 7.20% turnover, 35.862 million yuan inflow - Xingrong Environment: -1.20%, 0.85% turnover, 23.160 million yuan inflow [4] - **Top Outflow Stocks**: - Huicheng Environmental: -1.75%, 3.59% turnover, -218.1536 million yuan outflow - Huahong Technology: -6.39%, 27.29% turnover, -100.9985 million yuan outflow - Xuedilong: -0.98%, 7.70% turnover, -63.9296 million yuan outflow [5]

Group 1 - The solid waste treatment sector experienced a decline of 0.03%, ranking among the top declines in concept sectors, with companies like Shanggao Environmental, Huahong Technology, and Huaxin Environmental showing significant drops [1][2] - Among the 58 stocks that rose, Seli Medical, Hainan Ruize, and Huaguang Environmental led with increases of 10.01%, 6.73%, and 4.51% respectively [1][6] - The solid waste treatment sector saw a net outflow of 6.97 billion yuan from major funds, with 94 stocks experiencing net outflows, and 7 stocks seeing outflows exceeding 50 million yuan [2][3] Group 2 - The top net outflow stocks in the solid waste treatment sector included Huicheng Environmental with a net outflow of 2.18 billion yuan, followed by Degute and Huahong Technology with outflows of 1.89 billion yuan and 1.01 billion yuan respectively [2][3] - The stocks with the highest net inflows included Seli Medical, Shanghai Electric, and Shijin Technology, with inflows of 2.22 billion yuan, 805.45 million yuan, and 379.71 million yuan respectively [2][6] - The solid waste treatment concept had a notable presence in the market, with various companies experiencing different levels of trading activity and fund flows [2][3]