证券之星消息，12月1日环境治理板块较上一交易日下跌0.23%，惠城环保领跌。当日上证指数报收于 3914.01，上涨0.65%。深证成指报收于13146.72，上涨1.25%。环境治理板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301148 | 嘉戎技术 | 39.64 | 20.01% | 9614.45 | | 3811.17万 | | 002778 | 中晟高科 | 24.09 | 10.00% | 3.86万 | | 9214.86万 | | 300437 | 清水源 | 21.60 | 6.40% | 69.14万 | | 15.30 Z | | 301109 | 軍信股份 | 15.11 | 5.59% | - 30.31万 | | 4.63亿 | | 605081 | *ST太和 | 10.48 | 5.01% | 4.86万 | | 4987.54万 | | 688701 | 車锦股份 | 10.64 | 4.83% | 5.04万 | ...

沪指12月1日上涨0.65%，申万所属行业中，今日上涨的有28个，涨幅居前的行业为有色金属、通信， 涨幅分别为2.85%、2.81%。跌幅居前的行业为农林牧渔、环保、房地产，跌幅分别为0.43%、0.23%、 0.06%。环保行业位居今日跌幅榜第二。 环保行业今日下跌0.23%，全天主力资金净流出3.89亿元，该行业所属的个股共133只，今日上涨的有60 只，涨停的有3只；下跌的有61只。以资金流向数据进行统计，该行业资金净流入的个股有65只，其 中，净流入资金超千万元的有10只，净流入资金居首的是中晟高科，今日净流入资金3694.64万元，紧 随其后的是清水源、首创环保，净流入资金分别为2870.32万元、2273.80万元。环保行业资金净流出个 股中，资金净流出超3000万元的有7只，净流出资金居前的有惠城环保、福龙马、ST新动力，净流出资 金分别为1.99亿元、6821.09万元、4342.80万元。（数据宝） 环保行业资金流出榜 环保行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- ...

Core Viewpoint - The convertible bond market showed mixed performance with the Zhongzheng Convertible Bond Index rising by 0.1% to 482.09, and a total trading volume of 53.624 billion yuan [1] Convertible Bonds Performance - A total of 395 convertible bonds were traded today, with 215 rising, 0 unchanged, and 180 declining [1] - 21 convertible bonds saw gains exceeding 2%, with notable performers including: - Furong Convertible Bond (113672) up 7.71% - Fuxin Convertible Bond (111012) up 7.14% - Guanzhong Convertible Bond (123207) up 6.54% [2] - Conversely, 12 convertible bonds experienced declines over 2%, with: - Huicheng Convertible Bond (123118) down 9.78% - Yingbo Convertible Bond (123249) down 6.45% - Dazhong Convertible Bond (127070) down 4.73% [2] Corresponding Stocks Performance - Among the stocks corresponding to the traded convertible bonds, 241 rose, 12 remained unchanged, and 142 fell [1] - 12 stocks had gains exceeding 5%, including: - Asia Pacific Technology (002540) up 10.06% - Hebang Bio (603077) up 10.05% - Furong Technology (603327) up 10.01% [1] - 2 stocks saw declines over 5%, with: - Huitong Group (603176) down 9.94% - Corresponding Huicheng Convertible Bond (113665) down 3.46% [1]

格隆汇12月1日丨惠城环保(300779.SZ)在投资者互动平台表示，近期网络上出现关于我司产品、设备存 在问题的不实传言，该信息未经正规渠道核实，缺乏事实依据，已对公司声誉及市场秩序造成不良影 响。经内部核查，公司20万吨/年混合废塑料资源化综合利用项目产品规划未发生任何调整，产出的产 品仍以液化塑料裂解气及塑料裂解轻油为主。液化塑料裂解气主要成分为丙烯等低碳烯烃，塑料裂解轻 油的主要成分是混合芳烃。为保障装置标定及后续高效稳定运行的工作，2025 年11 月 20日装置进入停 工技改阶段，技改相关工作进度符合预期规划，正常推进。公司配套建设的加氢装置核心目的是为提升 裂解装置产出产品品质提升，目前按照既定进度表正常推进。公司在此提醒广大投资者及社会公众，不 信谣、不传谣，共同维护良好的市场环境。 ...

Investment Rating - The report maintains a "Buy" rating for key companies in the environmental sector, including Huicheng Environmental, Gaoneng Environment, and Hongcheng Environment [6]. Core Insights - The establishment of local carbon accounting systems is accelerating, driving high demand in the environmental monitoring industry. Policies in Shandong and Hubei provinces are expected to create clear incremental demand for carbon management and environmental monitoring services [1][28]. - The macroeconomic environment is characterized by historically low interest rates, making high-dividend assets and growth-oriented companies attractive. The report highlights companies benefiting from carbon neutrality, such as high-energy waste management leaders and strong dividend-paying state-owned enterprises [2][29]. Summary by Sections Investment Views - Shandong Province has released a carbon accounting methodology for public institutions, mandating energy-saving renovations and renewable energy adoption, which will directly benefit environmental monitoring companies like Juguang Technology and Xuedilong [1][21]. - Hubei Province has implemented a stringent energy-saving review and carbon emission evaluation for fixed asset investment projects, enhancing the green threshold for investments and favoring environmental monitoring sectors [28]. Market Performance - The environmental sector performed moderately, outperforming the Shanghai Composite Index but underperforming the ChiNext Index. The environmental sector index rose by 1.78%, while the Shanghai Composite Index increased by 1.40% and the ChiNext Index by 4.54% [34]. Industry News - New standards for air pollutant emissions from municipal waste incineration have been released in Shanghai, setting comprehensive requirements for existing and new facilities [40]. - Hubei's new regulations require simultaneous energy-saving reviews and carbon emission evaluations for all new, renovated, and expanded projects, significantly raising the bar for fixed asset investments [28]. Key Companies - Huicheng Environmental is noted for its strong growth potential and high dividend yield, with a projected revenue compound annual growth rate of 13.0% from 2016 to 2024 [30][33]. - Gaoneng Environment aims to become a leading global environmental service provider, focusing on hazardous waste resource utilization and environmental engineering [32].

证券日报网讯 11月28日晚间，惠城环保发布公告称，公司于2025年4月16日召开的第三届董事会第四十 二次会议、第三届监事会第三十三次会议分别审议通过《关于受让控股子公司少数股权暨关联交易的议 案》。公司将受让控股子公司九江惠城环保科技有限公司（以下简称"九江惠城"）股东张新功先生持有 的九江惠城4.4586%股权，并于同日与张新功先生签订了《股权转让协议》。鉴于张新功先生尚未出资 实缴，故本次股权转让金额为人民币0元。本次交易完成后，九江惠城将成为公司的全资子公司，本次 交易不会导致公司合并范围发生变更。近日，九江惠城已完成工商变更登记手续，并取得由瑞昌市行政 审批局换发的营业执照。 （文章来源：证券日报） ...

一、关联交易的概述 青岛惠城环保科技集团股份有限公司（以下简称"公司"）于 2025 年 4 月 16 日召开的第三届董事会第四十二次会议、第三届监事会第三十三次会议分别 审议通过《关于受让控股子公司少数股权暨关联交易的议案》。公司将受让控股 子公司九江惠城环保科技有限公司（以下简称"九江惠城"）股东张新功先生持 有的九江惠城 4.4586%股权，并于同日与张新功先生签订了《股权转让协议》。 鉴于张新功先生尚未出资实缴，故本次股权转让金额为人民币 0 元。本次交易完 成后，九江惠城将成为公司的全资子公司，本次交易不会导致公司合并范围发生 变更。具体内容详见公司于 2025 年 4 月 18 日在巨潮资讯网披露的《关于受让控 股子公司少数股权暨关联交易的公告》（公告编号：2025-028）。 二、关联交易的进展情况 近日，九江惠城已完成工商变更登记手续，并取得由瑞昌市行政审批局换发 的营业执照，具体登记信息如下： 青岛惠城环保科技集团股份有限公司 关于受让控股子公司少数股权暨关联交易的进展公告 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。 证券代码：30077 ...

Group 1 - The stock of Huicheng Environmental Protection fell by 2.24%, closing at 142.15 yuan, with a significant block trade occurring, totaling 180,000 shares and a transaction amount of 21.6 million yuan [1] - The first transaction price was 120.00 yuan for 180,000 shares, amounting to 21.6 million yuan, with a premium rate of -15.58%. The buyer was from China Merchants Securities Co., Ltd., and the seller was from Changjiang Securities Co., Ltd. [1] - In the last three months, the stock has recorded two block trades with a total transaction amount of 28.85 million yuan. Over the past five trading days, the stock has declined by 9.61%, with a net outflow of 308 million yuan from main funds [1]

Group 1 - The core transaction involved Huicheng Environmental Protection, with a total of 180,000 shares traded, amounting to 21.6 million yuan, which represented 4.06% of the total trading volume for the day [1][2] - The transaction price was set at 120 yuan per share, reflecting a discount of 15.58% compared to the market closing price of 142.15 yuan [1][2] - The buyer was Q商证券股份有限公司, while the seller was 长江证券股份有限公司, indicating a significant institutional interest in the transaction [2]

每经AI快讯，有投资者在投资者互动平台提问：公司原计划春节技改，现在提前到了11月份技改，具 体是什么考量？加氢装置/PSA 装置还需要停机吗，还是不需要停机？ 1个月后，按照目前情况看，等 技改结束，是否可以比较快的进入到满产状态？公司的20万吨，等到技改结束/加氢装置/PSA 装置结 束，是否具备负荷开到120%的能力？ （文章来源：每日经济新闻） 惠城环保（300779.SZ）11月25日在投资者互动平台表示，公司20万吨/年混合废塑料资源化综合利用示 范项目已顺利完成第三阶段长周期稳定运行测试，整体运行情况符合预期目标。此次技改，将为后续装 置标定及高效稳定运行奠定基础，为推动废塑料循环经济产业绿色、高质量发展提供重要示范经验。现 阶段，加氢装置的建设按计划稳步推进，预计2026年年初进行调试。 ...