证券代码：301175 证券简称：中科环保 北京中科润宇环保科技股份有限公司 投资者关系活动记录表 编号：2026-001 投资者关 系活动类 别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 ☑ 其他（方正证券上市公司交流会） 参与单位 名称及人 员姓名 新华基金管理股份有限公司；财信证券股份有限公司；深圳创华投 资咨询有限公司；方正证券股份有限公司以及参加本次交流会的线 下投资者 时间 2026 年 1 月 29 日（星期四）9:00-10:00 地点 方正证券上市公司交流会举办地（深圳） 上市公司 接待人员 姓名 证券事务部副总经理：王波 证券事务部投资者关系高级专员：冯爽 投资者关 系活动主 要内容介 绍 一、公司业绩情况介绍 公司参会人员对 2025 年经营情况及绿色热能高效利用等业务 亮点进行了简要介绍。介绍完整体情况后，参会人员与投资者开展 了深入的沟通交流。 二、互动交流 问：请问公司在供热业务中，未来是否有更大的增长空间或发 展规划？ 答：公司坚定贯彻"短期靠绿能做优"的核心战略，以规模化 +多场景应用模式，持续扩大工业供热领先优势，并向移动供 ...

1月26日，中科环保涨0.31%，成交额2.54亿元。两融数据显示，当日中科环保获融资买入额4185.92万 元，融资偿还2699.77万元，融资净买入1486.15万元。截至1月26日，中科环保融资融券余额合计2.94亿 元。 融资方面，中科环保当日融资买入4185.92万元。当前融资余额2.94亿元，占流通市值的7.41%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，中科环保1月26日融券偿还1900.00股，融券卖出2300.00股，按当日收盘价计算，卖出金额 1.47万元；融券余量2.69万股，融券余额17.16万元，低于近一年20%分位水平，处于低位。 资料显示，北京中科润宇环保科技股份有限公司位于北京市海淀区苏州街3号9层901，成立日期2012年5 月24日，上市日期2022年7月8日，公司主营业务涉及专注于为政府和社会提供废弃物处理处置综合服 务。主营业务收入构成为：生活类垃圾处理业务81.44%，项目建造业务15.73%，环保装备销售及技术 服务1.57%，危废处理处置业务0.71%，其他业务0.55%。 截至9月30日，中科环保股东户数3.99万，较上期减少8.84%；人均流 ...

Core Viewpoint - The project by Inner Mongolia Dongjing Zhongke Technology New Materials Development Co., Ltd. focuses on the production of biodegradable modified materials and products, with a total investment of 147.62 million yuan [1] Group 1: Project Overview - The project includes an annual production capacity of 200,000 tons of biodegradable modified materials and 100,000 tons of biodegradable products [1] - The facility will occupy approximately 8,976 square meters of leased building space [1] Group 2: Industry Impact - This project aims to support the establishment of a complete industrial chain involving coal, electricity, limestone, calcium carbide, BDO, biodegradable plastics, and biodegradable polyester products [1]

Group 1 - The core point of the article is that Zhongke Environmental (301175.SZ) confirmed that the collaboration project with Star Glory regarding liquid methane has not yet officially commenced production [1] - According to the agreement, once production starts, Zhongke will provide Star Glory with green methane, green electricity, green thermal energy, reclaimed water, and desalinated water, supporting the low-carbon production of aerospace propulsion [1]

Group 1 - The core point of the article is that Zhongke Environmental Protection announced on January 14 that the project of Star Glory in Mianyang, Sichuan has not yet officially commenced production [1] - According to the agreement, after production starts, Mianyang Zhongke will provide Star Glory with green methane, green electricity, green thermal energy, reclaimed water, and desalinated water, offering comprehensive low-carbon support for Star Glory's aerospace propulsion production [1]

证券代码：301175 证券简称：中科环保 公告编号：2026-004 近日，公司收到富诚海富通出具的《关于股份减持计划实施结果的告知函》，截至 本公告披露之日，富诚海富通上述减持计划时间已届满，现将减持计划实施情况公告如 下： 一、股东减持情况 | 股东名称 | 减持方式 | 减持期间 | 减持均价 | 减持股数 | 减持比例 | | --- | --- | --- | --- | --- | --- | | | | | （元/股） | （股） | | | 富诚海富通 | 大宗交易 | 2025/11/12 | 5.52 | 2,250,000 | 0.15% | | | 合计 | | — | 2,250,000 | 0.15% | 1.股东减持股份情况 2.股份来源：公司首次公开发行股票。 3.股东本次减持前后持股情况 | 股东名称 | 股份性质 | | 本次减持前所持股份 | | 本次减持后所持股份 | | --- | --- | --- | --- | --- | --- | | | | 股数（股） | 占总股本比例 | 股数（股） | 占总股本比例 | | 富诚海富通 | 合计持有股份 | 5,91 ...

Investment Rating - The report assigns an "Accumulate-A" investment rating for the company [5][19]. Core Insights - The company, a leading solid waste treatment platform under the Chinese Academy of Sciences, has shown steady growth in performance over the years, with revenue expected to grow from 690 million yuan in 2020 to 1.66 billion yuan in 2024, representing a compound annual growth rate (CAGR) of 24.5% [1][11]. - The company has a strong technological advantage in waste incineration, with proprietary technologies that enhance operational efficiency and reduce environmental costs [2][11]. - The company is actively expanding its business through mergers and acquisitions, with a total capacity expected to reach 20,900 tons per day, enhancing its operational synergies [3][11]. - The report anticipates significant revenue growth in the coming years, with projected revenues of 1.86 billion yuan in 2025 and 2.16 billion yuan in 2026, alongside a net profit of 394 million yuan and 476 million yuan respectively [11][14]. Summary by Sections Company Overview - The company was established in 2012 and is controlled by the Chinese Academy of Sciences, focusing on solid waste treatment and expanding into heating and sludge disposal [1]. Financial Performance - Revenue is projected to grow from 1.40 billion yuan in 2023 to 2.16 billion yuan in 2026, with a net profit increase from 270 million yuan to 476 million yuan during the same period [12][22]. - The company plans to maintain a dividend payout ratio of at least 60% of net profit, reflecting confidence in its cash flow [10][11]. Business Segments - The main business segment, waste incineration power generation, is expected to generate revenues of 14.09 billion yuan in 2025, with a gross margin of 51% [17]. - The project construction segment is anticipated to decline, with revenues projected at 2.13 billion yuan in 2025 [17]. - The environmental equipment sales and technical services segment is expected to grow significantly, with revenues projected at 2.16 billion yuan in 2025 [17]. Market Position and Strategy - The company is expanding its international presence, particularly in Southeast Asia and along the Belt and Road Initiative, which is expected to provide new growth momentum [3][11]. - The report highlights the company's competitive edge in technology and operational efficiency, positioning it well for future growth in the solid waste treatment industry [2][11].

Group 1 - The core viewpoint of the article is that Zhongke Environmental has clarified the composition of its intangible assets, which include land use rights, patent rights, franchise rights, PPP projects under construction, pollution discharge rights, and software [1] - The proportion of franchise rights in the intangible assets is approximately 88% [1] - According to accounting standards, assets related to BOT projects should be classified as intangible assets [1] Group 2 - Detailed information regarding the specific composition of intangible assets can be found in the company's disclosed semi-annual report for 2025 [1]

Group 1 - The company, Zhongke Environmental Protection, announced that the board of directors' re-election process will be appropriately postponed [2] - The terms of the board's specialized committees and the senior management personnel appointed by the board will also be extended accordingly [2]

Group 1 - The core point of the article is that Zhongke Environmental Protection announced the approval of the proposal regarding the resignation of independent directors and the election of new independent directors during the first temporary shareholders' meeting of 2026 [2] Group 2 - The announcement indicates a significant governance change within the company, reflecting its commitment to maintaining an effective board structure [2] - The decision to elect new independent directors may influence the company's strategic direction and oversight [2] - This move is part of the company's ongoing efforts to enhance corporate governance and align with best practices in the industry [2]