根据《中华人民共和国企业所得税法》等相关规定，上述单位自本次获得高 新技术企业认定后连续三年可享受国家关于高新技术企业的税收优惠政策，即按 15%的税率缴纳企业所得税。 本次认定事项不会对公司当期经营业绩产生重大影响，敬请广大投资者注意 投资风险。 特此公告。 证券代码：603568 证券简称：伟明环保 公告编号：临 2026-003 转债代码：113652 转债简称：伟 22 转债 浙江伟明环保股份有限公司 关于子公司获得高新技术企业证书的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 近日，全国高新技术企业认定管理工作领导小组办公室发布了《对浙江省认 定机构 2025 年认定报备高新技术企业进行备案的公告》，浙江伟明环保股份有 限公司下属多家子公司被列入浙江省认定机构 2025 年认定报备的高新技术企业 备案名单。具体情况如下： | 序号 | 单位名称 | 证书编号 | | | 发证日期 | | | 备注 | | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

| 证券代码：603568 | 证券简称：伟明环保 | 公告编号：临 2026-002 | | --- | --- | --- | | 转债代码：113652 | 转债简称：伟 22 转债 | | 浙江伟明环保股份有限公司 关于为控股子公司提供担保的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 累计担保情况 | 对外担保逾期的累计金额（万元） | | 0.00 | | --- | --- | --- | | 截至 2026 年 1 月 8 日公司及其控 | | 1,137,994.12 | | 股子公司对外担保总额（万元） | | | | 对外担保总额占上市公司最近一 期经审计净资产的比例（%） | | 75.75 | | | 担保金额（含本次）超过上市公司最近一 | | | | 期经审计净资产 50% | | | | □对外担保总额（含本次）超过上市公司最 | | | | 近一期经审计净资产 100% | | | 特别风险提示（如有请勾选） | □对合并报表外单位担保总额（含本次）达 | | | | ...

Core Viewpoint - Weiming Environmental Protection (603568.SH) has been recognized as a high-tech enterprise by the Zhejiang provincial authority, allowing its subsidiaries to benefit from tax incentives for three years [1] Group 1: Company Recognition - Weiming Environmental Protection's subsidiaries have been included in the list of high-tech enterprises for the year 2025 as per the announcement from the national high-tech enterprise recognition management office [1] - The recognition allows these subsidiaries to enjoy a reduced corporate income tax rate of 15% for three consecutive years, in accordance with the relevant provisions of the Corporate Income Tax Law of the People's Republic of China [1]

河南绿色制造再提速。1月8日，记者从省工业和信息化厅获悉，2025年度河南省零碳工厂、超级能效工 厂名单公布，郑州煤矿机械集团、人民电缆集团等24家企业被确定为2025年度河南省零碳工厂，河南明 泰铝业股份有限公司、登封市嵩基水泥有限公司等14家企业被确定为2025年度河南省超级能效工厂。 近日印发的《河南省加快推动制造业绿色低碳发展的若干政策措施》提出，要持续培育绿色制造标杆， 发挥零碳工厂、超级能效工厂的示范引领作用。根据计划，今年我省将再培育零碳工厂10家、超级能效 工厂10家，争取绿色工厂产值占制造业总产值比重达30%以上。（记者 陈辉） 责任编辑： 何山 所谓零碳工厂，可视为绿色工厂的升级版，其通过节能减排技术应用、可再生能源替代及负碳技术，最 大程度实现"应减尽减"，企业在生产制造过程中温室气体排放通过碳减排与碳抵消等措施，达到碳排放 综合为零的状态。 此次入选我省零碳工厂、超级能效工厂的企业各有绝招，包括能源替代、工艺革新、碳捕集与封存以及 全生命周期碳管理等多种手段。比如河南卫华重型机械股份有限公司，其能源优先采用可再生能源，企 业构建的"绿色微电网"以6MWp屋顶光伏电站为核心电源，实现"光 ...

Group 1 - The core business of Weiming Environmental Protection (603568) focuses on the research, development, manufacturing, and sales of environmental protection and new material complete equipment [1] - The subsidiary equipment company of Shengyun Environmental Protection primarily has orders centered around conveying equipment [1]

Group 1 - The core point of the news is that Weiming Environmental experienced a stock price decline of 2.02% on January 8, with a trading price of 25.69 CNY per share and a total market capitalization of 439.33 billion CNY [1] - As of January 8, the stock has increased by 1.22% year-to-date, with a 2.15% increase over the last five trading days, a 17.36% increase over the last 20 days, and an 18.99% increase over the last 60 days [1] - The company primarily engages in urban household waste incineration power generation, with its main business revenue composition being 55.72% from equipment, EPC, and services, and 43.82% from project operations [1] Group 2 - As of September 30, the number of Weiming Environmental shareholders decreased by 4.24% to 27,800, with an average of 61,281 circulating shares per person, an increase of 4.62% [2] - For the period from January to September 2025, Weiming Environmental reported operating revenue of 5.88 billion CNY, a year-on-year decrease of 2.74%, while the net profit attributable to shareholders increased by 1.14% to 2.14 billion CNY [2] - The company has distributed a total of 2.969 billion CNY in dividends since its A-share listing, with 1.492 billion CNY distributed over the past three years [2]

Core Viewpoint - The next decade will be a critical period for global restructuring and the transformation of old and new driving forces, marking a key stage for China's national rejuvenation. The solid waste industry will shift from "scale expansion" to "efficiency and value creation," with intensified K-shaped differentiation potentially leading to a "dumbbell-shaped" competitive landscape [1][2][15]. Industry Development Over the Past Fifteen Years - The past fifteen years can be divided into two phases: the "golden decade" during the 12th and 13th Five-Year Plans, characterized by scale expansion and project-driven growth, and the current phase of stock market consolidation, where the industry faces significant bottlenecks and must transition towards quality improvement and efficiency [5][19]. - The industry has entered a clearing process, with many companies struggling for survival, while some strong firms are undergoing internal adjustments, laying the groundwork for future development [5][19]. Company Strategy and Performance - Facing industry cycles, the company has strategically positioned itself by leveraging opportunities during the "golden decade" and establishing a nationwide presence through acquisitions, creating a diversified and integrated solid waste industry chain [6][19]. - The company has adopted a strategy focused on stock integration since 2021, enhancing organizational capabilities and operational efficiency, particularly during the challenges of the 14th Five-Year Plan [6][20]. - The company reported a net profit of 9.67 billion yuan for the first half of 2025, an increase of 8.99% year-on-year, marking a new high since its listing and positioning it among the most profitable environmental companies [7][21]. Future Industry Outlook - The next decade will witness a transformation driven by technological, policy, and industrial changes, with the solid waste industry needing to adapt to a new competitive landscape characterized by K-shaped differentiation [10][22]. - The industry will see a shift from scale expansion to efficiency and value creation, with a focus on innovative business models and the emergence of specialized enterprises at both ends of the "dumbbell" spectrum, while mid-tier companies may face significant survival pressures [11][23]. - Key themes for future development include "innovation-driven, green value, and ecological empowerment," emphasizing continuous innovation across various dimensions to enhance industry competitiveness [12][24]. Company Future Plans - The company plans to drive innovation through a dual business model of "core business" and "pan-green business," focusing on deepening existing operations while exploring new growth avenues [26]. - The company aims to leverage its strategic acquisitions to establish a solid foundation for future growth, positioning itself to capitalize on emerging opportunities in the solid waste sector [26].

Investment Rating - The report provides a "Buy" rating for several key stocks in the financial and manufacturing sectors, including China Resources Land and Nanjing Bank, among others [12][19][53]. Core Insights - The report highlights the financial and manufacturing industries' investment outlook for January 2026, emphasizing the need to focus on companies with strong fundamentals and growth potential amid economic pressures [6][8][10]. - It identifies specific sectors such as real estate, non-bank financials, banking, new energy, machinery, military industry, light industry, and environmental protection as areas of interest for investment [8][10][21][32][36][43]. Summary by Sector Real Estate - The real estate sector faces increasing downward pressure, necessitating policy easing. Key companies like China Resources Land are highlighted for their strong operational capabilities and cash flow stability [11][12][53]. Non-Bank Financials - The non-bank financial sector is expected to benefit from policy support and high market trading volumes, with companies like New China Life Insurance showing strong growth potential [16][17][53]. Banking - The banking sector is viewed positively, with a focus on large banks and city commercial banks, particularly Jiangsu Bank, which is noted for its attractive valuation and growth prospects [18][19][53]. New Energy - The new energy sector is at a turning point, with companies like Sungrow Power Supply and Slin Smart Drive recommended for their growth potential in solar and energy storage technologies [21][23][53]. Machinery - The machinery sector is encouraged to focus on AI and robotics, with companies like Hengli Hydraulic and Ding Tai High-Tech identified for their growth opportunities in traditional and emerging markets [25][30][31][53]. Military Industry - The military sector is expected to see growth from military-to-civilian transitions and military trade, with AVIC Xi'an Aircraft Industry Company highlighted for its potential in the domestic and international markets [32][34][53]. Light Industry - The light industry is advised to focus on overseas manufacturing and new consumer opportunities, with companies like Yingke Medical and Meiyin Sen noted for their growth in international markets [36][40][53]. Environmental Protection - The environmental sector is poised for growth through overseas expansion and rising metal prices, with companies like Weiming Environmental and Ice Wheel Environment recommended for their strong market positions [43][48][51][53].

Market Overview - A-shares opened the year strongly, with the Shanghai Composite Index approaching 4100 points and the ChiNext Index breaking its previous high from October 30, 2025, reaching a new high since December 2021 [1] - The half-day trading volume was 1.84 trillion yuan, an increase of 53.8 billion yuan compared to the previous trading day [1] - Short-term drivers include stabilized expectations for the RMB exchange rate and the anticipation of a spring market rally, while the long-term trend suggests a "slow bull" market may continue [1] Sector Performance - The semiconductor industry chain showed strong performance, with semiconductor equipment and storage chips leading the gains, and companies like Zhongwei and Northern Huachuang reaching historical highs [2] - The storage chip concept surged, with companies like Yingxin Development and Purun shares experiencing consecutive gains, driven by positive news from NVIDIA and significant increases in U.S. storage stocks [3] - The industrial metals sector, particularly nickel, saw a rise, with LME nickel prices reaching a high of $18,735 per ton, the highest since June 2024 [4] - The controllable nuclear fusion concept gained traction, with multiple stocks hitting the daily limit, supported by breakthroughs in experimental methods [5] Institutional Insights - Huaxi Securities noted that the spring market rally has started early, maintaining a bullish outlook and suggesting a focus on emerging growth and anti-involution cyclical opportunities [6] - Shenwan Hongyuan emphasized that the spring market structure remains unchanged, with high elasticity in thematic opportunities, particularly in AI computing and cyclical sectors [7] - Dongfang Securities projected that the upward momentum of the Shanghai Composite Index may slow as it approaches the 4100-point mark, advising caution regarding potential adjustments in individual stocks [8]

Market Overview - The A-share market opened high on January 7, with the Shanghai Composite Index rising by 0.29% to 4095.54 points, the Shenzhen Component Index up by 0.35% to 14071.35 points, and the ChiNext Index increasing by 0.41% to 3332.74 points, marking a four-year high [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.84 trillion yuan, an increase of 53.8 billion yuan compared to the previous trading day [1] Sector Performance - The photolithography concept stocks surged, with Guofeng New Materials hitting the limit up for two consecutive days, and several other stocks like Nanda Optoelectronics and Tongcheng New Materials also reaching the limit up [1] - The controllable nuclear fusion concept showed strong performance, with stocks like Wangzi New Materials and China First Heavy Industries hitting the limit up [1] - The brain-computer interface concept continued its strong trend, with stocks such as Innovation Medical and Nanjing Panda achieving three consecutive limit ups [1] - Semiconductor equipment stocks were actively traded, with stocks like Chip Source Microelectronics and Hengkun New Materials hitting the limit up by 20% [1] - The electric grid equipment sector showed strength, with Sanbian Technology and China West Electric reaching the limit up [1] - In contrast, oil and gas stocks performed poorly, with China National Offshore Oil Corporation experiencing a decline [1] Hot Sectors - The storage chip concept was strong, with stocks like Yingxin Development achieving two consecutive limit ups, and others like Puran Shares and Jiangbolong also rising [2] - The nickel concept stocks saw a rally, with stocks like Greeenmei hitting the limit up, supported by a significant increase in nickel prices [3] - The controllable nuclear fusion concept stocks rose, with breakthroughs in experimental methods reported, indicating long-term growth potential for the industry [4] Institutional Insights - Huaxi Securities noted that the spring market rally has started early, maintaining a bullish outlook, and suggested focusing on emerging growth sectors and anti-involution opportunities [5] - Shenwan Hongyuan Securities emphasized that the spring market structure remains unchanged, with high elasticity in thematic opportunities, particularly in AI and cyclical sectors [5] - Dongfang Securities indicated that the Shanghai Composite Index is approaching the 4100-point mark, predicting a slowdown in upward momentum and potential volatility [6]