Core Viewpoint - The environmental governance sector experienced a slight increase of 0.39% on January 8, with High Energy Environment leading the gains, while the overall market indices showed a decline [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4082.98, down 0.07%, and the Shenzhen Component Index closed at 13959.48, down 0.51% [1]. - High Energy Environment (code: 603588) saw a significant increase of 9.66%, closing at 9.08, with a trading volume of 1.5648 million shares and a transaction value of 1.41 billion [1]. - Other notable performers included Langkun Technology (code: 301305) with a 6.97% increase, closing at 25.00, and Wuhan Tianyuan (code: 301127) with a 6.82% increase, closing at 17.23 [1]. Group 2: Capital Flow - The environmental governance sector experienced a net outflow of 371 million from institutional investors and 161 million from retail investors, while retail investors saw a net inflow of 531 million [2]. - The capital flow data indicates that East Lake High-tech (code: 600133) had a net inflow of 94.13 million from institutional investors, despite a net outflow of 68.09 million from retail investors [3]. - Other companies like Zhejiang Fu Holdings (code: 002266) and Qingshuiyuan (code: 300437) also showed varying net inflows and outflows from different investor categories [3].

该行解释，预期光大环境去年自由现金流倍升，主因料其去年收到36亿元人民币可再生能源补贴，较 2024年收到19亿元人民币大增。该行料其去年资本开支同比减半至约25亿元人民币，且没有收购目标。 公司经营溢利增长稳定，应收账没见恶化。 该行估计光大环境去年纯利升9%至37亿港元，受经营溢利料升8%所支撑，源于成本效益改善、财务成 本下降及一次性项目开支减少等，惟被建筑业务利润减少约50%所抵销，反映于资本开支下滑。该行料 其每股末期息增1港仙，全年总派息每股25港仙。 美银证券发布研报称，重申予光大环境(00257)"买入"评级，因去年自由现金流(FCF)有望倍升至90亿港 元，因资本开支处下行周期;每股派息逐渐增加，受约20%的FCF收益率及预测2024至2027年间每股盈利 年均复合增长11%所支撑;以及拟议A股发行带来潜在估值重评;其现价相当于预测今年5.7%股息率属吸 引。以现金流折现率计，目标价则由5.3港元上调至6.2港元。 美银证券指公司在项目投标展现纪律，公司放弃在印尼7个转废为能项目入标，因未能通过内部回报测 试。该行降其2025至2027年资本开支预测介乎每年5亿至7亿港元，反映公司在新投资的 ...

Core Viewpoint - The stock of Yuanda Environmental has shown a positive trend with a 2.30% increase year-to-date and a market capitalization of 58.476 billion yuan as of January 8, 2023 [1]. Group 1: Stock Performance - As of January 8, 2023, Yuanda Environmental's stock price increased by 2.22% to 13.35 yuan per share, with a trading volume of 1.32 billion yuan and a turnover rate of 1.28% [1]. - The stock has experienced a 0.23% increase over the last five trading days, a 3.89% increase over the last 20 days, and a 5.20% increase over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Yuanda Environmental reported a revenue of 2.936 billion yuan, a year-on-year decrease of 5.16%, and a net profit attributable to shareholders of 56.0255 million yuan, down 36.60% year-on-year [2]. - The company has distributed a total of 849 million yuan in dividends since its A-share listing, with 21.8629 million yuan distributed over the last three years [3]. Group 3: Business Overview - Yuanda Environmental, established on June 30, 1994, and listed on November 1, 2000, operates in energy-ecological integration, including air pollution control, industrial and municipal water treatment, hazardous waste treatment, and soil remediation [1]. - The company's main revenue sources include desulfurization and denitrification (57.93%), environmental engineering (18.66%), catalyst sales (11.67%), water treatment operations (10.50%), and other sources [1]. Group 4: Shareholder Information - As of December 19, 2022, the number of shareholders of Yuanda Environmental was 48,200, a decrease of 3.37% from the previous period, with an average of 16,213 circulating shares per shareholder, an increase of 3.49% [2]. - As of September 30, 2025, Hong Kong Central Clearing Limited was the sixth-largest circulating shareholder, holding 5.956 million shares, an increase of 2.6329 million shares from the previous period [3].

证券代码：603588 证券简称：高能环境 公告编号：2026-002 北京高能时代环境技术股份有限公司 2026年第一次临时股东会决议公告 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： ● 本次会议是否有否决议案：无 一、会议召开和出席情况 (一)股东会召开的时间：2026年1月7日 (二)股东会召开的地点：北京市海淀区秋枫路36号院1号楼高能环境大厦会议室 (三)出席会议的普通股股东及其持有股份情况： ■ 注：公司有表决权股份总数为1,504,001,801股，即总股本1,523,234,457股扣除截至股权登记日公司回购 专户回购的股份数19,232,656股。 (四)表决方式是否符合《公司法》及《公司章程》的规定，会议主持情况等。 本次会议由公司董事会召集，采取现场和网络投票相结合的方式召开，会议由公司副董事长凌锦明先生 主持。本次会议的召集、召开及表决方式均符合《公司法》及《公司章程》的有关规定。 (五)公司董事和董事会秘书的列席情况 1、公司在任董事9人，出席2人，董事长李卫国先生、董事张华振先生 ...

证券之星消息，1月7日环境治理板块较上一交易日上涨0.2%，赛恩斯领涨。当日上证指数报收于 4085.77，上涨0.05%。深证成指报收于14030.56，上涨0.06%。环境治理板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688480 | 塞恩斯 | 62.10 | 14.77% | 6.28万 | | 3.87亿 | | 001230 | 劲旅环境 | 23.74 | 7.18% | 6.01万 | | + 1.41亿 | | 301265 | 华新环保 | 14.28 | 6.01% | 33.61万 | | 4.88亿 | | 605069 | 正和生态 | 15.23 | 4.96% | 18.25万 | | 2.77亿 | | 002266 | 浙富控股 | 4.39 | 4.28% | 209.31万 | | 2616 | | 688335 | 复洁科技 | 32.24 | 4.17% | 7.85万 | | 2.46亿 | | 30112 ...

Investment Rating - The investment rating for the company is "Outperform the Market" (maintained) [2][16]. Core Views - The adjustment of water prices in Zhongshan is expected to enhance the company's performance, with the new pricing mechanism set to take effect on February 1, 2026, leading to an estimated increase in comprehensive water prices by 23%-26% [4][5]. - The company has an indirect stake in Changxin Technology, which has received approval for its IPO on the Sci-Tech Innovation Board, potentially enhancing the company's intrinsic value [7][11]. Summary by Relevant Sections Water Price Adjustment - The new water pricing mechanism in Zhongshan will increase the comprehensive water price from 1.73 RMB per cubic meter to approximately 2.14-2.18 RMB per cubic meter, representing a 23%-26% increase [5][6]. - Specific adjustments include residential water prices in the public water service area rising to 1.88 RMB per cubic meter and non-residential water prices to 2.45 RMB per cubic meter [5][6]. Financial Performance - For the first three quarters of 2025, the company reported a net profit attributable to shareholders of 12.11 billion RMB, a year-on-year increase of 18.11%, with a significant growth in investment income driven by Guangfa Securities [12][13]. - The company’s net profit forecast for 2025-2027 has been slightly adjusted upwards, with expected figures of 15.18 billion RMB, 16.86 billion RMB, and 18.47 billion RMB, reflecting year-on-year growth rates of 27%, 11%, and 10% respectively [16]. Investment in Changxin Technology - The company holds an indirect stake of approximately 0.02% in Changxin Technology through its investment fund, which is expected to support the company's intrinsic value as Changxin Technology aims to raise 29.5 billion RMB in its IPO [7][11].

证券之星消息，1月6日环境治理板块较上一交易日上涨0.44%，复洁科技领涨。当日上证指数报收于 4083.67，上涨1.5%。深证成指报收于14022.55，上涨1.4%。环境治理板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688335 | 复洁科技 | 30.95 | 9.17% | 8.21万 | 2.47 乙 | | 300437 | 清水源 | 18.52 | 8.62% | 55.28万 | 10.24亿 | | 300774 | 倍杰特 | 23.16 | 8.48% | 34.35万 | 7.86亿 | | 300266 | 兴源环境 | 2.69 | 4.67% | 58.17万 | 1.55亿 | | 603291 | 联合水务 | 10.25 | 4.49% | 9.30万 | 9382.32万 | | 600769 | 祥龙电业 | 13.29 | 4.48% | 17.13万 | 2.28亿 | | 603200 | 上海洗蛋 | 77.67 | ...

证券日报网讯1月5日，誉帆科技在互动平台回答投资者提问时表示，公司的主要业务包括排水管道的检 测、非开挖修复与养护领域，这些领域内均会应用到各类机器人，公司在这些领域内也已自研相关技术 并已取得11项有关机器人的专利产权。但须提醒注意的是，公司目前并不生产和销售机器人，敬请投资 者注意投资风险。 ...

（编辑 丛可心） 证券日报网讯 1月5日，誉帆科技在互动平台回答投资者提问时表示，公司从事排水管网的治理运维业 务，业务触及全国30个省（区、市）；但截至目前，长三角和珠三角地区仍是公司业务的主要所在地， 华北、西北、西南、华中、东北等地区仅覆盖个别城市，这些区域还在拓展之中。敬请投资者注意投资 风险。 ...

证券日报网讯1月5日，誉帆科技在互动平台回答投资者提问时表示，公司在排水管网的检测、非开挖修 复及养护业务中会使用到潜水机器人，公司未将其应用到海洋经济领域。 ...