公司目前暂不申请高新技术企业资格，不会对日常生产经营及整体业绩产生重大影响，主要原因是公司 营业总收入主要来源于控股子公司，并且公司目前尚未享受高新技术企业的所得税税收优惠政策。 格隆汇10月13日丨军信股份(301109.SZ)公布，于2022年10月18日取得湖南省科学技术厅、湖南省财政 厅、国家税务总局湖南省税务局联合颁发的《高新技术企业证书》，有效期三年。 根据《高新技术企业认定管理办法》第十一条高新技术企业认定条件之第六款规定："近一年高新技术 产品收入占企业同期总收入的比例不低于60%"。结合公司实际情况，公司近一年高新技术产品收入占 企业同期总收入的比例不满足上述规定。因此，公司决定暂不申请高新技术企业资格。 ...

证券代码：301109 证券简称：军信股份 公告编号：2025-129 湖南军信环保股份有限公司 关于暂不申请高新技术企业资格的公告 公司目前暂不申请高新技术企业资格，不会对日常生产经营及整体业绩产生重大影响， 主要原因是公司营业总收入主要来源于控股子公司，并且公司目前尚未享受高新技术企业的所 得税税收优惠政策。 特此公告。 企业名称：湖南军信环保股份有限公司 证书编号：GR202243001270 发证时间：2022年10月18日 有效期：三年 根据《高新技术企业认定管理办法》（国科发火〔2016〕32 号）第十一条高新技术企业 认定条件之第六款规定："近一年高新技术产品（服务）收入占企业同期总收入的比例不低 于60%"。结合公司实际情况，公司近一年高新技术产品（服务）收入占企业同期总收入的比 例不满足上述规定。因此，公司决定暂不申请高新技术企业资格。 二、暂不申请高新技术企业资格对公司的影响 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、高新技术企业资格基本情况 湖南军信环保股份有限公司(以下简称"公司")于2022年10月18日取得湖南省科学技术 ...

关于使用闲置自有资金进行现金管理到期赎回 并使用自有资金继续进行现金管理的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 湖南军信环保股份有限公司（以下简称"公司"）于 2025 年 4 月 18 日召开了第三届董事 会第二次会议和第三届监事会第二次会议，审议通过了《关于公司及子公司使用部分闲置募集 资金及自有资金进行现金管理的议案》，同意公司及子公司使用不超过人民币 1.20 亿元（含 本数）闲置募集资金及不超过人民币 30.00 亿元（含本数）的自有资金进行现金管理，用于购 买安全性高、流动性好、保本型的理财产品或存款类产品（包括但不限于结构性存款、大额存 单、定期存款、通知存款等），上述额度自董事会审议通过之日起 12 个月内有效，在前述额 度和期限范围内可循环滚动使用。具体内容详见公司于 2025 年 4 月 22 日刊登在巨潮资讯网 （www.cninfo.com.cn）上的《关于公司及子公司使用部分闲置募集资金及自有资金进行现金管 理的公告》（公告编号：2025-042）。 近日，公司及公司控股子公司浏阳市道吾山天湖旅游开发有限责任公司使用闲 ...

Investment Rating - The report rates the environmental protection industry as "Overweight," indicating that the industry is expected to outperform the overall market [9]. Core Insights - The municipal water sector shows stable operations, with some companies benefiting from strategic expansions and adjustments in sewage treatment prices. However, the engineering business is expected to decline due to decreased demand [3]. - The waste incineration sector remains stable, with operational improvements despite a slowdown in new project construction and bidding. Different companies exhibit varied performance due to factors like historical revenue recognition and depreciation from new capacity [3]. - The sanitation market is stable, with an increase in orders for unmanned sanitation services, indicating a digital transformation in urban services [3]. - Equipment performance varies significantly across different sectors, with conventional equipment facing margin pressure due to intense competition, while power environmental equipment benefits from increased demand [3]. Summary by Category Municipal Water - Overall stable operations with some companies like Tianyuan Environmental and Zhongshan Public Utilities showing significant year-on-year net profit growth of 18% and 32% respectively for Q1-3 2025 [4]. Waste Incineration - The sector is experiencing steady operational improvements, with companies like Huanlan Environment and Green Power expected to see net profit growth of 16% and 15% respectively for Q1-3 2025 [4]. Sanitation - The sanitation market is stable, with companies like Yingfeng Environment and Yuhua Tian expected to see net profit growth of 3% and 5% respectively for Q1-3 2025 [4]. Equipment - Conventional equipment companies are expected to see a decline in net profit growth, with Jingjin Equipment projected to drop by 25% for Q1-3 2025. In contrast, Qingda Environmental is expected to see a significant increase of 255% [4]. Investment Recommendations - The report recommends investing in companies with stable profitability and improving cash flows in the municipal environmental sector, including Zhongshan Public Utilities, Junxin Co., and Huanlan Environment [3]. - For unmanned sanitation, companies like Yingfeng Environment and Yuhua Tian are highlighted as key players in the digital transformation of urban services [3]. - The report also suggests focusing on SAF suppliers and green methanol producers as EU policies begin to take effect, with companies like Haineng Energy and Pengyao Environmental being potential beneficiaries [3].

Investment Rating - The report rates the environmental protection industry as "Overweight" for the third quarter of 2025, indicating an expectation for the industry to outperform the overall market [2][9]. Core Insights - Municipal water services are operating steadily, with some companies benefiting from strategic expansions and adjustments in sewage treatment pricing. However, the overall demand for sewage engineering is declining, leading to a forecasted slight decrease in engineering business [3]. - The waste incineration sector is stable, with operational improvements despite a slowdown in new project construction and bidding. Different companies are experiencing varied profit growth due to factors like historical electricity revenue recognition and depreciation from new capacity [3]. - The sanitation market remains stable, with an increase in orders for unmanned sanitation services, indicating a shift towards digital transformation in urban services [3]. - Equipment performance is diverging based on downstream influences, with conventional equipment facing margin pressure while power environmental equipment and water treatment equipment are expected to see significant profit growth [3]. Summary by Category Municipal Water Services - Overall operations are stable, with projected net profit growth for major companies: Tianyuan Environmental +18%, Xingrong Environment +5%, Hongcheng Environment +3%, and Zhongshan Public +32% for Q1-3 2025 [3][4]. Waste Incineration - The sector is expected to see varied profit growth among major companies: Hanlan Environment +16%, Green Power +15%, Junxin Co. +47%, Chengfa Environment +13%, and Yongxing Co. +8% for Q1-3 2025 [3][4]. Sanitation - Major companies are projected to have stable net profit growth: Yingfeng Environment +3% and Yuhua Tian +5% for Q1-3 2025 [3][4]. Equipment Products - Conventional equipment is expected to see a slight decline in net profit growth, with Jingjin Equipment projected at -25%. In contrast, power environmental equipment like Qingda Environmental is expected to grow by +255% [3][4]. Investment Recommendations - The report recommends focusing on municipal environmental companies such as Zhongshan Public, Junxin Co., Hanlan Environment, and others due to stable profitability and improving cash flow [3]. - For unmanned sanitation, companies like Yingfeng Environment and Yuhua Tian are highlighted for their potential in the digital transformation of urban services [3]. - The report also suggests monitoring suppliers of bio-aviation fuel and green methanol, as well as companies involved in reverse osmosis membrane technology due to ongoing market trends [3].

Economic Indicators - The National Bureau of Statistics will release the CPI and PPI data for September on October 15, with expectations of a year-on-year CPI growth rate remaining flat and a month-on-month increase of 0.2% [1] - The PPI is anticipated to show a year-on-year decline of 2.4% and a month-on-month decrease of 0.3% [1] Financial Data - Additional financial data for September, including new loans, M2, and social financing, is expected to be released next week [2] Oil Price Adjustment - The next round of fuel price adjustments will occur on October 13 at 24:00, with a projected decrease of 20 yuan per ton for gasoline and diesel based on a reference crude oil price of $64.97 per barrel, reflecting a change rate of -0.34% [3] Trade Events - The 138th Canton Fair will be held from October 15 to November 4, featuring a record exhibition area of 1.55 million square meters and over 32,000 participating companies [4] - The 2025 Bay Area Semiconductor Industry Ecosystem Expo will take place from October 15 to 17 in Shenzhen, attracting over 600 leading companies and institutions from more than 20 countries [4] - The 2025 World Intelligent Connected Vehicles Conference will be held in Beijing from October 16 to 18, focusing on innovations in AI, communication, data utilization, and chip technology within the automotive industry [4] Stock Market Developments - A total of 41 stocks will face lock-up expiration next week, with significant unlocks including 577 million shares of China Merchants Port valued at 11.967 billion yuan and 412 million shares of Meihua Medical valued at 9.804 billion yuan [5][6] - Notable stocks with high unlock ratios include Meihua Medical, Andar Intelligent, and Kecuan Technology, all exceeding 50% [5] New Stock Opportunities - Five new stocks are set to be issued next week, including Marco Polo on October 13, He Yuan Bio on October 14, Chao Ying Electronics on October 15, Xi'an Yicai on October 16, and Bi Bei Te on October 17 [9][10]

湖南军信环保股份有限公司（以下简称"公司"）于 2025 年 4 月 18 日召开了第三届董事 会第二次会议和第三届监事会第二次会议，审议通过了《关于公司及子公司使用部分闲置募集 资金及自有资金进行现金管理的议案》，同意公司及子公司使用不超过人民币 1.20 亿元（含 本数）闲置募集资金及不超过人民币 30.00 亿元（含本数）的自有资金进行现金管理，用于购 买安全性高、流动性好、保本型的理财产品或存款类产品（包括但不限于结构性存款、大额存 单、定期存款、通知存款等），上述额度自董事会审议通过之日起 12 个月内有效，在前述额 度和期限范围内可循环滚动使用。具体内容详见公司于 2025 年 4 月 22 日刊登在巨潮资讯网 （www.cninfo.com.cn）上的《关于公司及子公司使用部分闲置募集资金及自有资金进行现金管 理的公告》（公告编号：2025-042）。 近日，公司使用闲置自有资金进行现金管理的产品已到期赎回，现将有关情况公告如下： 二、本次使用闲置自有资金购买现金管理产品的基本情况 近日，公司使用10,000万元、2,000万元的自有资金分别向渤海银行股份有限公司长沙分 行、兴业银行股份有限公司 ...

格隆汇10月9日丨军信股份(301109.SZ)公布，截至2025年9月30日，公司通过股份回购专用证券账户以 集中竞价交易方式实施回购股份数量为3,603,180股，占公司目前总股本（未扣除公司回购专用证券账户 中的股份）的比例为0.46%，最高成交价为14.29元/股，最低成交价为13.86元/股，已支付的资金总额为 人民币50,992,125.26元（不含交易费用）。本次回购符合公司回购股份方案、回购股份报告书及相关法 律法规的要求。 ...

格隆汇10月9日丨军信股份(301109.SZ)公布，截至2025年9月30日，公司通过股份回购专用证券账户以 集中竞价交易方式实施回购股份数量为3,603,180股，占公司目前总股本（未扣除公司回购专用证券账户 中的股份）的比例为0.46%，最高成交价为14.29元/股，最低成交价为13.86元/股，已支付的资金总额为 人民币50,992,125.26元（不含交易费用）。本次回购符合公司回购股份方案、回购股份报告书及相关法 律法规的要求。 ...

湖南军信环保股份有限公司 关于回购公司股份的进展公告 本公司及董事会全体成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。 湖南军信环保股份有限公司（以下简称"公司"）于 2025 年 4 月 18 日召开第三届董事 会第二次会议，审议通过了《关于回购公司股份方案的议案》，同意公司使用不低于人民币 20,000 万元且不超过人民币 30,000 万元（均包含本数）的自有资金及其他自筹资金，以集 中竞价交易方式回购公司部分社会公众股份（以下简称"本次回购"）。本次回购的股份将 用于实施员工持股计划或股权激励，回购股份的价格不超过人民币 30.57 元/股，具体内容详 见公司 2025 年 4 月 22 日、2025 年 4 月 30 日和 2025 年 5 月 6 日分别披露于巨潮资讯网 （www.cninfo.com.cn）的《关于回购公司股份方案的公告》（公告编号：2025-048）、《关 于取得金融机构股票回购专项贷款承诺函的公告》（公告编号：2025-053）和《回购股份报 告书》（公告编号：2025-054）。 证券代码：301109 证券简称：军信股份 公告编号：2025 ...