证券代码：688370 证券简称：丛麟科技 公告编号：2025-046 上海丛麟环保科技股份有限公司 关于新增募集资金专户并签订募集资金专户存储四方监管协议的公告 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、准确性和完整性依法承担法律责任。 一、募集资金基本情况 经中国证券监督管理委员会于2022年5月20日出具的《关于同意上海丛麟环保科技股份有限公司首次公 开发行股票注册的批复》（证监许可〔2022〕1072号）同意注册，公司向社会公开发行了人民币普通股 (A股)股票2,660.6185万股，发行价为每股人民币59.76元，共计募集资金总额为人民币1,589,985,615.60 元，扣除公司不含增值税保荐及承销费以及其他发行费用后募集资金净额为1,436,889,567.35元。上述募 集资金到位情况已经中汇会计师事务所(特殊普通合伙)审验，并于2022年8月22日出具了《验资报告》 (中汇会验[2022]6382号)，验证主承销商中信证券股份有限公司于2022年8月19日将扣除剩余承销和保荐 费用含税金额131,650,780.21元后的募集资金 ...

Group 1 - Company Canglin Technology (SH 688370) announced on October 14 that it has not yet implemented its share repurchase plan, which is halfway through its designated period [1] - For the fiscal year 2024, Canglin Technology's revenue composition is as follows: hazardous waste disposal accounts for 99.92%, while other businesses account for 0.08% [1] - As of the report date, Canglin Technology has a market capitalization of 3.7 billion yuan [1] Group 2 - A significant breakthrough in solid-state battery technology has been achieved by a team led by a researcher from the Chinese Academy of Sciences [1]

Core Viewpoint - The company, Conglin Technology (688370.SH), announced a reduction in the investment amount for its waste disposal project due to changes in market conditions and the need for optimized use of raised funds [1] Group 1: Project Adjustments - The company plans to reduce the investment amount by 150 million yuan for the Yuncheng Industrial Waste Comprehensive Utilization Disposal Base project [1] - The funds will be redirected to a new project, the expansion and renovation of the hazardous waste disposal project in the Sheyang Port Economic Zone [1] - As of August 31, 2025, the original project has already utilized 3.209 million yuan of the raised funds, with the remaining funding gap to be covered by the company’s self-raised funds [1] Group 2: Market Conditions - The decision to adjust the project funding is primarily due to intensified competition in the hazardous waste industry and uneven regional capacity distribution [1] - The company is prioritizing the funding allocation for projects with greater market potential, particularly in the Jiangsu region [1]

Core Points - Company announced the approval of new fundraising projects and adjustments to existing fundraising project investment amounts during the second board meeting on September 25, 2025 [1] - Yancheng Yuanshun, a controlling subsidiary, will be the implementation entity for the "Shiyang Port Economic Zone (Industrial Zone) Hazardous Waste Disposal Expansion and Renovation Project" [1] - The company plans to use CNY 150 million of raised funds to increase capital for Yancheng Yuanshun through its wholly-owned subsidiary Shanghai Zhonglin Environmental Technology Co., Ltd [1] Financial Adjustments - The capital increase will raise Yancheng Yuanshun's registered capital from CNY 80 million to CNY 230 million [1] - After the capital increase, the company's indirect ownership in Yancheng Yuanshun will increase from 80% to 93%, enhancing control over the implementation entity for the fundraising project [1] - The minority shareholder, Suzhou Shunkeda Environmental Technology Co., Ltd, will waive its proportional capital increase rights [1] Governance and Approval - The capital increase and project adjustments are subject to approval by the company's shareholders [1]

Group 1: Financial Performance - The company's main revenue decreased by 46.21% year-on-year, with a net profit attributable to shareholders of -58.93 million, a decline of 203.67% [4] - The net profit for Q2 2025 was -29.95 million, down 294.91% year-on-year [4] - The gross margin for H1 2025 was -31.12%, significantly lower than the -17.91% reported in 2024 [5] Group 2: Business Operations and Strategies - The company plans to optimize production processes and enhance management to improve the utilization rate and profitability of the scrapped vehicle dismantling business [3] - In response to increased competition, the company aims to solidify its core business and actively expand its customer base, particularly in hazardous waste disposal [3] - The company will focus on expanding its incineration, landfill, and comprehensive utilization capacities in hazardous waste disposal [5] Group 3: Future Outlook and Plans - The company has not disclosed any major strategic adjustments or financing plans related to the board resolution announced on August 26, 2025 [2] - The company intends to leverage new policies to promote the development of waste electronic products and scrapped vehicle dismantling services [5] - The company is committed to enhancing the lithium battery recycling business by increasing investment in tiered dismantling and ensuring operational efficiency of production lines [5]

Core Insights - Jinchang City has successfully implemented 129 investment projects in the first five months of this year, with actual funds reaching 15.329 billion yuan, marking a significant year-on-year increase of 42.19% and an increment of 4.548 billion yuan [1] - The fund arrival rate for signed projects over the past two years has reached 79.52%, indicating strong project conversion and implementation capabilities [1] Group 1: Investment Strategy - Jinchang City focuses on a "2+4" modern industrial system, emphasizing "extending, supplementing, and strengthening the industrial chain," and has shifted its investment attraction model from "carpet-style" to "targeted" [1] - The city has developed an annual plan for attracting major projects and established a detailed responsibility list for specific industrial chains, enhancing the accountability system [1] Group 2: Project Management - To ensure project success, Jinchang City categorizes projects into four types, marked by green, blue, orange, and red, implementing graded management and dynamic tracking [2] - The city collaborates with leading enterprises, planning 37 industrial chain projects with Jinchuan Group and conducting over 10 joint investment activities [2] Group 3: Quality Control and Services - Jinchang City maintains strict project quality standards through a comprehensive evaluation mechanism, considering factors such as industry access, land use, and environmental requirements [2] - The city has introduced an innovative service model that includes "one single clear notification + one-stop agency + full-cycle tracking," facilitating efficient project management and support for 113 enterprises [2]