证券代码：300815 证券简称：玉禾田 公告编号：2025-042 玉禾田环境发展集团股份有限公司 股票交易异常波动公告 本公司及其董事、监事、高级管理人员保证信息披露内容的真实、准确和完 整，没有虚假记载、误导性陈述或重大遗漏。 3、公司目前经营情况及内外部经营环境未发生重大变化； 4、经核查，公司控股股东、实际控制人不存在关于公司应披露而未披露的 重大事项，或处于筹划阶段的重大事项；公司控股股东、实际控制人在公司股票 异常波动期间不存在买卖公司股票的行为； 5、经核查，公司不存在违反信息公平披露的情形。 一、股票交易异常波动的情况介绍 玉禾田环境发展集团股份有限公司（证券简称：玉禾田，证券代码：300815， 以下简称"公司"）于 2025 年 5 月 27 日、5 月 28 日连续两个交易日收盘价格涨 幅偏离值累计 31.00%，根据《深圳证券交易所交易规则》的规定，属于股票交易 异常波动的情况。 二、公司关注并核实相关情况说明 针对公司股票异常波动，公司董事会对公司控股股东及实际控制人就相关问 题进行了核实，确认公司及公司控股股东、实际控制人均不存在应披露而未披露 的重大信息，现将有关情况说明如下： ...

Group 1 - The waste classification concept sector rose by 1.39%, ranking 6th among concept sectors, with 56 stocks increasing, including Boschke and Yuhua Tian reaching a 20% limit up [1] - Notable gainers included New Anjie, Yutong Heavy Industry, and Jike Co., which rose by 12.42%, 5.92%, and 5.86% respectively [1] - The sector saw a net inflow of 297 million yuan from main funds, with 47 stocks receiving net inflows, and 7 stocks exceeding 30 million yuan in net inflow [2] Group 2 - The top net inflow stock was Yuhua Tian, with a net inflow of 90.35 million yuan, followed by Boschke and Yueda Investment with net inflows of 79.18 million yuan and 58.25 million yuan respectively [2][3] - The highest net inflow ratios were observed in Qiaoyin Co. at 57.01%, followed by Jintour Environment at 55.35% and Qidi Environment at 39.09% [3] - The waste classification concept sector had a total of 56 stocks increasing, with significant contributions from stocks like Yuhua Tian and Boschke [1][2]

Group 1 - The medical waste treatment sector saw a rise of 2.66%, leading the concept sectors in growth, with 28 stocks increasing in value [1][2] - Notable stocks that reached the daily limit include Boschke and Yuhua Tian, both up by 20%, while Qidi Environment and Qiaoyin Co. also hit the limit [1][2] - The top gainers in the sector included Wanbangda, China General Nuclear Power Technology, and Jike Co., with increases of 7.30%, 7.08%, and 5.86% respectively [1] Group 2 - The medical waste treatment sector attracted a net inflow of 375 million yuan, with 21 stocks receiving net inflows, and 5 stocks exceeding 30 million yuan [2][3] - Yuhua Tian led the net inflow with 90.35 million yuan, followed by Boschke, China General Nuclear Power Technology, and Qiaoyin Co. with net inflows of 79.18 million yuan, 76.26 million yuan, and 49.54 million yuan respectively [2][3] - The net inflow ratios for Qiaoyin Co., Qidi Environment, and Yongxing Co. were 57.01%, 39.09%, and 20.01% respectively, indicating strong investor interest [3] Group 3 - The medical waste treatment sector's performance was contrasted by declines in other sectors, such as epoxy propylene and genetically modified organisms, which fell by 1.90% and 1.75% respectively [2] - Stocks like *ST Huifeng, Guolin Technology, and Qidi Design experienced the largest declines, with decreases of 2.48%, 2.24%, and 1.55% respectively [1][5] - The overall market sentiment showed a clear preference for medical waste treatment stocks, as evidenced by their strong performance compared to other sectors [2][3]

Market Overview - The three major stock indices collectively declined, with the Shanghai Composite Index closing at 3339.93 points, down 0.02%, the Shenzhen Component Index at 10003.27 points, down 0.26%, and the ChiNext Index at 1985.38 points, down 0.31% [1]. Sector Performance - Strong sectors included medical waste treatment (+2.66%), combustible ice (+2.50%), beverage manufacturing (+2.30%), controllable nuclear fusion (+2.02%), and textile and apparel (+1.48%) [4]. - The internet e-commerce sector led the decline, with a drop of -2.01%, followed by medical services at -1.81% [4]. Individual Stock Highlights - In the medical waste treatment sector, notable performers included Yuhua Tian and Boschke, both hitting the 20% daily limit up, while Qiaoyin Co. also reached the limit up [4]. - The combustible ice sector saw ShenKai Co. hitting the limit up, with potential gains for QianNeng HengXin (+8%) and other companies like HaiMo Technology and Sinopec following suit [4]. Fund Flow Analysis - Major funds saw net inflows in sectors such as machinery, power equipment, and communications, while experiencing net outflows in banking, media, and public utilities [5]. - Specific stocks with significant net inflows included XueRen Co. (5.06 billion), GongXiao DaJi (3.37 billion), and GuoFang Group (3.36 billion) [6]. - Conversely, companies like BYD, Great Wall Motors, and Seres faced substantial sell-offs, with net outflows of 8.33 billion, 7.51 billion, and 6.21 billion respectively [7]. Institutional Insights - Dongfang Securities noted that liquidity disturbances are expected to continue, with long-term bond yields likely to remain high, indicating a tight overall market liquidity [8]. - The report emphasized that sectors with better performance visibility, such as consumption and pharmaceuticals, may offer relatively better short-term elasticity [8]. - Galaxy Securities advised caution in chasing high valuations in the fast-rotating new consumption sector [9]. - Guotai Haitong expressed a mid-term positive outlook on beverage manufacturing but recommended against chasing high prices in the short term [10].

Market Overview - The three major stock indices experienced fluctuations, with the Shanghai Composite Index slightly up by 0.07% to 3342.93 points, while the Shenzhen Component Index fell by 0.04% to 10025.31 points, and the ChiNext Index rose by 0.02% to 1992.13 points. The total trading volume in the Shanghai and Shenzhen markets reached 667.9 billion yuan [1]. Industry Highlights Unmanned Driving Concept - The unmanned logistics vehicle and sanitation vehicle concepts saw strong performance, with stocks like Yuhua Tian rising over 19% and hitting the daily limit. Other notable performers included Bosch Technology and Yunnei Power, both achieving significant gains [3][4]. - The market for unmanned logistics vehicles is projected to grow rapidly, with an estimated 2.85 million commercial vehicles potentially being replaced. The market size could exceed 100 billion yuan if the penetration rate of unmanned vehicles in last-mile delivery reaches over 17% [5]. New Consumption Trend - The "new consumption" sector remains robust, with stocks like Kuaijishan hitting the daily limit and achieving a cumulative increase of approximately 75% over the past eight trading days [7][9]. - Other companies in the new consumption space, such as Huanlejia and Junyao Health, also saw significant stock price increases, with Huanlejia hitting a 20% limit up [10]. Nuclear Power Sector - The nuclear power sector experienced renewed interest, with stocks like Tianli Composite and Jiusheng Electric seeing gains of over 18% and 13%, respectively. Several companies, including Rongfa Nuclear Power, achieved consecutive daily limits [12][13]. - The demand for natural uranium is expected to rise due to the expansion of nuclear energy in the U.S. and the promotion of Small Modular Reactors (SMRs). This could lead to a tightening supply-demand balance, driving up uranium prices in the long term [14].

Group 1: Market Performance - The environmental protection sector has shown localized strength, with several stocks hitting the daily limit up, including Jinjing Environment, Qiaoyin Co., and Boschke [1][2] - Notable stock performances include Qiaoyin Co. at 13.45 with a +9.98% increase, and Yuhua Tian at 21.31 with a +14.57% increase [2] Group 2: Industry Trends - The application of autonomous driving technology in sanitation services is rapidly advancing, driven by rising labor costs and recruitment challenges due to an aging population [3][4] - The integration of AI in waste incineration systems is being highlighted, with the first AI+ waste incineration power generation system launched in China [3] - The collaboration between waste incineration power generation and data centers is becoming a key solution for green transformation in eastern regions, achieving over 70% green electricity supply [5] Group 3: Future Projections - By 2024, the projected sales of new energy sanitation equipment in 19 first-tier and new first-tier cities is expected to reach 5,599 units, with a penetration rate of 24.4% [4] - The direct supply of electricity from waste incineration projects significantly reduces energy loss compared to conventional power grids, enhancing energy efficiency and cost control [5]

Core Viewpoint - The concept of unmanned logistics and sanitation vehicles is experiencing a resurgence, leading to significant stock price increases for several companies in this sector [1] Group 1: Market Activity - The unmanned logistics vehicle concept has been active, driving a surge in the unmanned sanitation vehicle sector [1] - Companies such as Yunnei Power, Tongda Electric, Jintui Environment, Fulongma, and Debon Logistics have reached their daily price limit [1] - Other companies like Dadi Electric, Yuhua Tian, Kejie Intelligent, and Tongxingbao have seen stock price increases of over 10% [1] Group 2: Financing and Growth - Several autonomous driving companies focused on logistics have completed financing this year, indicating strong investor interest [1] - Baixiniu received a joint investment of 200 million yuan from SF Express, planning to deploy 2,000 unmanned vehicles across 50 cities [1] - Jiusi Intelligent has raised over 430 million USD, with plans to deliver more than 3,000 vehicles next year [1]

Group 1 - The solid waste management sector has seen a short-term surge, with companies such as Fulongma (603686), Qiaoyin Co., Ltd. (002973), and Jinlv Environment (001230) hitting the daily limit up [1] - Yuhua Tian (300815) and Xin'an Clean (300815) have increased by over 10%, indicating strong market interest [1] - Other companies like Jinyuan Co., Ltd. (000546), Shengyuan Environmental Protection (300867), Wangneng Environment (002034), Zhonglan Environmental Protection (300854), and Dongjiang Environmental Protection (002672) have also experienced upward movement [1]

Group 1: Banking and Financial Services - Multiple bank wealth management subsidiaries are applying for membership in the China Insurance Asset Management Association, with plans for all to join, potentially leading to a name change for the association to encompass the entire banking insurance asset management industry [1] - City commercial banks are gradually lowering deposit rates to align with national banks, reducing their competitive advantage in attracting savings [1] - Industrial and Commercial Bank of China has adjusted its deposit rates for various terms, now aligning with several joint-stock banks [1] Group 2: Automotive Industry - A price war in the Chinese automotive market, initiated by companies like BYD and Geely, is putting significant pressure on suppliers, with profit margins dropping to around 10% and extended payment terms of up to 120 days [2] - Industry experts warn that this price war could lead to supplier losses and potential safety issues in automotive quality [2] Group 3: Technology and Semiconductor - BOE Technology Group has commenced full-scale production of its 6th generation new semiconductor display device production line in Beijing, representing a significant advancement in China's high-end display sector with a total investment of 29 billion yuan and a designed monthly capacity of 50,000 pieces [1] Group 4: Corporate Financial Performance - Xiaomi Group reported a net profit of 10.676 billion yuan for Q1 2025, a year-on-year increase of 64.5%, with total revenue reaching 111.293 billion yuan, up 47.4% [2] - Zhihu reported a net loss of 10.1 million yuan for Q1 2025, a significant reduction of 93.9% compared to the previous year, with total revenue of 730 million yuan [3] Group 5: Legal and Regulatory Issues - Shaanxi Construction Group is involved in 76 litigation and arbitration cases, with a total amount in dispute of 3.02 billion yuan, affecting the company's current and future profits [3] - Sunac Real Estate Group has been executed for a total of 2.52 billion yuan across multiple cases, with over 416 billion yuan in total execution information [5] Group 6: Corporate Governance - Xu Ruizhe has been appointed as the new chairman of LQ Group, taking over from his father, who significantly expanded the company's operations across various sectors [5] Group 7: Market Activity - The Shanghai Composite Index experienced a slight decline of 0.18% amid a trading volume of 998.9 billion yuan, with mixed performance across sectors [10]

Core Viewpoint - The company has announced its profit distribution plan for the fiscal year 2024, which includes a cash dividend of 3.75 RMB per 10 shares, totaling 149,472,000 RMB to be distributed to shareholders [1][2]. Summary by Sections Shareholder Meeting and Profit Distribution Plan - The company held its annual shareholder meeting on May 19, 2025, where the profit distribution proposal was approved [1]. - The distribution plan is based on a total share capital of 398,592,000 shares, with a cash dividend of 3.75 RMB per 10 shares, amounting to a total cash dividend of 149,472,000 RMB (tax included) [1]. Dividend Distribution Details - The cash dividend will be distributed without issuing new shares or increasing capital from reserves [1]. - For shareholders holding shares through the Hong Kong market, the cash dividend will be 3.375 RMB per 10 shares due to tax considerations [1]. - Different tax rates apply for various categories of shareholders, with specific provisions for individual and institutional investors [1][2]. Key Dates - The record date for the dividend distribution is set for June 5, 2025, and the ex-dividend date is June 6, 2025 [2]. Distribution Method - Cash dividends will be directly credited to the shareholders' accounts through their securities companies or other custodians [2]. Consultation Information - The company has provided contact details for inquiries regarding the dividend distribution process [2].