Core Insights - Yuhua Tian Environment Development Group Co., Ltd. is transitioning from a traditional sanitation service provider to a smart city comprehensive service provider, marking a significant milestone in its 29th anniversary strategic transformation conference [1][2] - The conference showcased the integration of smart technology with sanitation services, highlighting the company's strategic shift towards a technology and management-intensive enterprise [1][2] Group 1: Strategic Transformation - The event featured the launch of the "Smart Brain" as the core engine of the transformation, which includes a computing base, multiple intelligent engines, and an empowerment platform, achieving autonomous data control with 30P computing power and over 20 intelligent models [2] - The CIM platform utilizes a digital twin map to create a "digital command center," demonstrating AI and human operational management capabilities in a closed-loop system [2] Group 2: Equipment Innovation - The Sunshine S300 cleaning robot has a cleaning width of 2.2 meters and supports dual driving modes, with a long-lasting version capable of operating for 8 to 10 hours [2] - The company introduced the L3000 unmanned garbage collection robot equipped with an L4-level autonomous driving system, and a methanol range-extended sanitation vehicle that reduces fuel costs by 32%-40% and doubles the operational efficiency compared to pure electric vehicles [2] Group 3: Future Vision - The chairman, Zhou Ping, presented a blueprint for embracing a new era of human-machine coexistence, emphasizing the company's evolution from "city beautician" to "smart city steward" based on accurate industry trend judgments [2] - The company aims to leverage its core advantages in scenario data and industrial strength to fulfill its mission of "empowering a better life through technology" [2]

Group 1 - The company, Yuhua Tian (300815), has integrated various sizes of Qianwen models, including 235B, 72B, and 8B, along with multimodal image and voice recognition models [1] - The company has also deployed a knowledge base to enhance its capabilities [1]

Group 1 - The company, Yuhua Tian (300815), is exploring the integration of low-altitude economy with traditional sanitation services to enhance operational efficiency and urban environmental hygiene standards [1] - The company is committed to continuously monitoring development opportunities in this field [1]

证券代码：300815 证券简称：玉禾田 公告编号：2026-004 玉禾田环境发展集团股份有限公司 股东询价转让结果报告书暨持股 5%以上股东 权益变动触及 5%整数倍的提示性公告 股东西藏天之润投资管理有限公司、深圳市鑫宏泰投资管理有限公司、周聪保证向 本公司提供的信息内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其真实性、 准确性和完整性依法承担法律责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 1、本次权益变动主体为西藏天之润投资管理有限公司（以下简称"出让方"、 "西藏天之润"）及一致行动人深圳市鑫宏泰投资管理有限公司（以下简称"鑫 宏泰投资"）、周聪，合计持有玉禾田环境发展集团股份有限公司（以下简称 "公 司"）5%以上股份。本次权益变动方式为股份减少（询价转让），本次权益变 动后，出让方及一致行动人拥有权益的股份占公司总股本的比例由 51.73%下降 至 46.73%（以下简称"本次权益变动"），权益变动触及 5%的整数倍。 2、出让方为公司控股股东，本次权益变动不会导致上市公司控股股东及实 际控制人发生变化，不会对公司治理结构及持续经营产生重大 ...

中信证券股份有限公司 关于玉禾田环境发展集团股份有限公司 股东向特定机构投资者询价转让股份的核查报告 中信证券股份有限公司（以下简称"中信证券"或"组织券商"）受委托担任西藏 天之润投资管理有限公司（以下简称"出让方"）以向特定机构投资者询价转让（以下 简称"询价转让"）方式减持所持有的玉禾田环境发展集团股份有限公司（以下简称"公 司"或"玉禾田"）首次公开发行前已发行股份的组织券商。 经核查，中信证券就本次询价转让的股东、出让方是否符合《深圳证券交易所上市 公司自律监管指引第 16 号——创业板上市公司股东询价和配售方式转让股份（2025 年 修订）》（以下简称"《询价转让和配售指引》"）要求，本次询价转让的询价、转让 过程与结果是否公平、公正，是否符合《询价转让和配售指引》的规定作出如下报告说 明。 一、本次询价转让概况 （一）本次询价转让出让方 截至 2026 年 1 月 15 日，出让方所持公司首发前股份的数量及占公司总股本比例情 况如下： | 序号 | 股东名称 | 持股数量（股） | 占公司总股本比例 | | --- | --- | --- | --- | | 1 | 西藏天之润投资管理有限公司 ...

玉禾田环境发展集团股份有限公司 住所及通讯地址：西藏自治区拉萨市达孜县德庆中路 12 号 信息披露义务人二：深圳市鑫宏泰投资管理有限公司 住所及通讯地址：深圳市福田区沙头街道天安社区泰然九路 11 号海松大厦 A 座 1803 信息披露义务人三：周聪 住所及通讯地址： 深圳市福田区保税区 股权变动性质：股份减少（询价转让） 签署日期：2026 年 1 月 22 日 简式权益变动报告书 上市公司名称：玉禾田环境发展集团股份有限公司 信息披露义务人一：西藏天之润投资管理有限公司 1 股票上市地点：深圳证券交易所创业板 股票简称：玉禾田 股票代码：300815 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》《上市公司收购管理办法》《公 开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》及相关法律、法 规和规范性文件编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》《公开发行证券的公 司信息披露内容与格式准则第 15 号——权益变动报告书》的规定，本报告书已全面披露 了信息披露义务人在玉禾田环境发展集 ...

Investment Rating - The report maintains an "Accumulate" rating for the environmental protection industry [1]. Core Insights - The report highlights a significant increase in the bidding amount for unmanned sanitation projects, which exceeded 12.6 billion yuan in 2025, marking a year-on-year growth of over 150% [4][14]. - Sales of new energy sanitation vehicles increased by 70.9% in 2025, with a penetration rate rising by 7.67 percentage points to 21.11% [31]. - The report anticipates accelerated growth in the unmanned and electric sanitation sectors driven by policy support and economic viability, with a focus on companies such as Jinjing Environment, Yutong Heavy Industry, and Fulongma [4][31]. Summary by Sections 1. Unmanned Sanitation - In 2025, the total bidding amount for unmanned sanitation projects surpassed 12.6 billion yuan, with Guangdong province leading in project numbers [4][14]. - The number of successful bids for unmanned sanitation equipment reached over 220 projects, covering 26 provinces [14]. - The report notes that unmanned sanitation equipment is entering a commercialization phase, with significant policy support from the government [10][24]. 2. New Energy Sanitation Vehicles - New energy sanitation vehicle sales reached 16,119 units in 2025, reflecting a year-on-year increase of 70.9% [31]. - The overall sales of sanitation vehicles amounted to 76,346 units, with a total growth of 8.82% [31]. - The report identifies that the highest sales growth for new energy sanitation vehicles occurred in Henan province, while Shanghai recorded the highest penetration rate at 69.5% [31]. 3. Policy Support - The report emphasizes the increasing frequency of policies promoting unmanned sanitation, which are accelerating market adoption [24]. - Key cities are implementing supportive measures, including funding subsidies and demonstration applications, to facilitate the deployment of unmanned sanitation vehicles [24][26]. 4. Economic Viability - The economic analysis indicates that small-tonnage unmanned sanitation vehicles can replace 3-4 workers, achieving cost-effectiveness within 2-5 years depending on the vehicle price [27]. - The report suggests that as the price of these vehicles decreases, their economic advantages will become more pronounced [27]. 5. Company Developments - Companies like Yingfeng Environment and Fulongma are actively deploying unmanned sanitation vehicles across various cities, with significant operational milestones achieved [12][30]. - The report highlights the competitive landscape, noting that the market is relatively fragmented with several players making strides in unmanned sanitation technology [22][30].

（文章来源：每日经济新闻） 玉禾田（300815.SZ）1月22日在投资者互动平台表示，公司旗下深圳永恒光智慧在城市光环境打造、夜 间场景营造等方面有所布局。 每经AI快讯，有投资者在投资者互动平台提问：公司旗下深圳永恒光智慧有涉及城市文旅相关业务板 块吗？ ...

Group 1 - The core viewpoint of the article is that Yuhuatian (300815.SZ) has announced a preliminary transfer price of 21.28 yuan per share after soliciting bids from institutional investors [1] - The shares to be transferred have been fully subscribed, with a total of 19,929,600 shares to be acquired by 26 institutional investors [1]

Core Viewpoint - The company Yuhe Tian announced the preliminary pricing for its share transfer at 21.28 yuan per share, based on the inquiry subscription situation as of January 16, 2026 [1] Group 1: Share Transfer Details - A total of 39 institutional investors participated in the bidding, including fund management companies, securities firms, private equity fund managers, and qualified foreign investors [1] - The total number of valid shares subscribed reached 35.76 million, resulting in a subscription multiple of 1.79 times [1] - The shares intended for transfer have been fully subscribed, with the preliminary determination of the transferees being 26 institutional investors, who will acquire a total of 19.92 million shares [1]