证券日报网讯 12月16日，飞南资源（301500）在互动平台回答投资者提问时表示，公司在多金属资源 综合利用过程中，涉及使用铜萃取剂、镍萃取剂等。 ...

Core Insights - The report emphasizes the investment themes for 2026 in the environmental sector, focusing on overseas expansion, carbon reduction, and pollution control as key strategies under the "14th Five-Year Plan" [3][6] - The environmental industry is experiencing a transition as domestic infrastructure peaks, with a projected 4.9% year-on-year growth in sector performance for the first three quarters of 2025 [6][28] Policy Guidance - The "14th Five-Year Plan" has not yet met carbon reduction targets, indicating a need for continued efforts in this area, while other environmental goals have been largely achieved [22][24] - The "15th Five-Year Plan" aims to synergize carbon peak and neutrality goals with pollution reduction and green growth initiatives [6][24] Overseas Expansion - The report identifies significant market opportunities in Southeast Asia and Central Asia for waste incineration, with a potential market size in the hundreds of billions [7] - Indonesia's upcoming waste incineration projects are highlighted, with expectations for rapid development starting in Q1 2026, supported by sovereign fund investments [7] - Key companies positioned for overseas expansion include Weiming Environmental, China Everbright, and others [7] Carbon Reduction - The carbon market is evolving, with ongoing improvements in the carbon emission control system and an expected rise in carbon prices [8] - Non-electric green energy sectors, such as renewable energy heating and biofuels, are anticipated to benefit from policy support and growing domestic demand [8] - Companies like Zhuoyue New Energy are noted for their potential in the biofuel sector, particularly in the context of EU anti-dumping influences subsiding [8] Pollution Control - The water and air sectors are expected to see continued investment in pollution control, with companies like Xingrong Environment and Aofu Technology highlighted for their growth potential [9] - The report notes that the implementation of the National VI emissions standards will create opportunities in the automotive emissions control market [9] Diverse Investment Opportunities - The report outlines various investment opportunities arising from new production capabilities, cyclical trends, and debt management strategies within the environmental sector [10] - Companies involved in smart technologies and battery materials are identified as potential beneficiaries of these trends [10]

Group 1 - The company will hold its second extraordinary general meeting of shareholders in 2025 on December 23, 2025, at 15:30 [3][4] - The meeting will combine on-site voting and online voting, with specific voting times outlined for both methods [4][20] - Shareholders must register to attend the meeting, with registration details provided, including required documentation [9][10] Group 2 - The company plans to increase its registered capital and amend its articles of association, which will be discussed at the upcoming shareholder meeting [26][28] - The total share capital will change from 402,100,778 shares to 561,952,003 shares due to a capital reserve transfer and stock buyback [26][27][28] Group 3 - The company has extended the repayment period for interest-free loans provided to local government entities from December 31, 2025, to December 31, 2026 [33][35] - The total amount of interest-free loans provided by the company and its subsidiary to local governments is 2,925.09 million yuan, which is 0.65% of the company's audited net assets as of December 31, 2024 [43] Group 4 - The company has approved a guarantee for its subsidiary, Jiangxi Barton, with a maximum principal limit of 200 million yuan [47][49] - The guarantee is part of a broader approval for a total guarantee limit of 5 billion yuan for the year 2025 [45] Group 5 - The company anticipates engaging in daily related transactions with its associate company, Guangdong Zhongyao Environmental Technology Co., Ltd., with an estimated transaction amount not exceeding 30 million yuan for 2026 [60][61] - The company has previously engaged in related transactions with Guangdong Zhongyao, with actual transactions amounting to 15.10 million yuan as of October 2025 [60] Group 6 - The company plans to implement a futures hedging plan for 2026, with an expected margin balance not exceeding 300 million yuan to manage price risks associated with metals [72][73] - The hedging will involve trading standard futures contracts for metals such as copper, nickel, tin, gold, and silver [72][76]

Core Viewpoint - Feinan Resources (301500) announced plans to increase its registered capital from 402,100,778 yuan to 561,952,003 yuan, along with amending its articles of association and authorizing management to handle the business registration changes [1] Group 1 - The company intends to raise its registered capital by approximately 159,851,225 yuan [1] - The amendment of the articles of association is part of the capital increase process [1] - Management has been authorized to carry out the necessary business registration changes [1]

证券日报网讯 12月5日晚间，飞南资源（301500）发布公告称，公司及控股子公司无逾期对外担保、无 涉及诉讼的对外担保及因担保被判决败诉而应承担损失的情形。 ...

截至2025年12月5日收盘，飞南资源（301500）报收于15.29元，较前一交易日上涨3.66%，最新总市值 为85.92亿元。该股当日开盘14.75元，最高15.29元，最低14.73元，成交额达7386.04万元，换手率为 3.4%。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 《公司章程（2025年12月）》 《关于增加公司注册资本、修订公司章程并办理工商登记的公告》 《湘财证券股份有限公司关于广东飞南资源利用股份有限公司2026年度日常关联交易预计的核查 意见》 《关于2026年度日常关联交易预计的公告》 《关于为控股子公司江西巴顿提供担保的公告》 《关于2026年度开展期货套期保值业务的可行性分析报告》 《湘财证券股份有限公司关于广东飞南资源利用股份有限公司2026年度期货套期保值计划的核查 意见》 《关于2026年度期货套期保值计划的公告》 《湘财证券股份有限公司关于广东飞南资源利用股份有限公司延长对外提供征地借款期限的核查 意见》 《关于延长对外提供征地借款期限的公告》 《关于召开2025年第二次临时股东会的通 ...

每经AI快讯，飞南资源（SZ 301500，收盘价：15.29元）12月5日晚间发布公告称，公司第三届第四次 董事会会议于2025年12月5日在公司会议室以现场结合通讯方式召开。会议审议了《关于修订公司章程 的议案》等文件。 截至发稿，飞南资源市值为86亿元。 每经头条（nbdtoutiao）——秒光、售罄！银行大额存单成稀缺资源，2%以上产品很难抢，有的门槛高 达1000万元！专家：存款利率或长期下行 （记者 王晓波） 2024年1至12月份，飞南资源的营业收入构成为：废弃资源综合利用业占比100.0%。 ...

飞南资源公告称，公司此前审议通过议案，同意2025年度为子公司提供不超50亿元担保额度。近日，公 司与兴业银行南昌分行签订《最高额保证合同》，为控股子公司江西巴顿向该行申请的最高本金限额2 亿元债权提供连带责任保证担保，保证期间为债务履行期限届满之日起三年。公司持有江西巴顿81%股 份，截至2025年9月30日，江西巴顿资产负债率79.29%。截至公告披露时，公司及其控股子公司对外担 保总余额为17.52亿元，无逾期对外担保等情形。 ...

湘财证券股份有限公司 （三）风险防范措施及对公司的影响 上述财务资助对象为地方政府机构，具备良好的履约能力，双方将就延长借 款期限事宜签署补充协议，明确还款责任，风险可控。 关于广东飞南资源利用股份有限公司 延长对外提供征地借款期限的核查意见 湘财证券股份有限公司（以下简称保荐人）作为广东飞南资源利用股份有限 公司（以下简称飞南资源、公司）首次公开发行股票并在创业板上市持续督导保 荐人，根据《证券发行上市保荐业务管理办法》《深圳证券交易所创业板股票上 市规则》《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规 范运作》《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》等相关 规定，对飞南资源延长对外提供征地借款期限的事项进行了核查，核查的具体情 况如下： 一、财务资助事项概述 （一）财务资助基本情况 2020 年至 2022 年期间，因发展征地需要，公司分别向四会市罗源镇人民政 府（以下简称罗源镇政府）、四会市地豆镇人民政府（以下简称地豆镇政府）提 供无息借款 619.29 万元、662.69 万元，全资子公司肇庆飞南废旧电器资源再生 有限公司（曾用名肇庆晶南新材料有限公司，以下简 ...

湘财证券股份有限公司 关于广东飞南资源利用股份有限公司 2026 年度期货套期保值计划的核查意见 2、交易金额 公司预计在 2026 年度投入的保证金余额不超过 30,000 万元。授权期限内任 一时点的交易金额（含前述交易的收益进行再交易的相关金额）不超过已审议额 度。 3、交易方式 通过期货经纪公司在期货交易所买卖标准化的期货合约，交易品种包括铜、 镍、锡、金、银等与公司生产实际相关的金属期货标准合约，不进行场外交易。 4、交易期限 期限为自股东会审议通过之日起 12 个月，额度在审批期限内可循环滚动使 用。 5、资金来源 湘财证券股份有限公司（以下简称保荐人）作为广东飞南资源利用股份有限 公司（以下简称飞南资源、公司）首次公开发行股票并在创业板上市持续督导保 荐人，根据《证券发行上市保荐业务管理办法》《深圳证券交易所创业板股票上 市规则》《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规 范运作》《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》《深圳 证券交易所上市公司自律监管指引第 7 号——交易与关联交易》等相关规定，对 飞南资源 2026 年度期货套期保值计划进行了核 ...