本报告期，公司坚持贯彻积极进取的发展战略，全面推进市场开拓与海外业务布局，运营服务和产品销 售业务均实现稳步增长。因上年同期存在较高的收购企业投资收益，叠加本期股权激励费用增加，致净 利润同比有所下降。 格隆汇2月26日丨赛恩斯(688480.SH)公布2025年度业绩快报，报告期内公司实现营业总收入12.51亿元， 同比增长34.93%；实现归属于母公司所有者的净利润1.1亿元，同比下降39.15%；实现归属于母公司所 有者的扣除非经常性损益的净利润1.05亿元，同比下降9.8%。 ...

每经头条（nbdtoutiao）——超10万人挤爆服务器，围观8家房企抢"马场"：9小时竞价243轮，236亿元 成交！广州楼面价新地王诞生：8.5万元/㎡ （记者 曾健辉） 每经AI快讯，赛恩斯2月26日晚间发布2025年度业绩快报，营业收入约12.51亿元，同比增加34.93%；归 属于上市公司股东的净利润约1.1亿元，同比减少39.15%；基本每股收益1.15元，同比减少39.27%。 ...

证券代码：688480 证券简称：赛恩斯 公告编号：2026-006 赛恩斯环保股份有限公司 2025 年度业绩快报公告 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。 本公告所载2025年度主要财务数据为初步核算数据，未经会计师事务所审计， 具体数据以公司2025年年度报告为准，提请投资者注意投资风险。 一、2025 年度主要财务数据和指标 单位：人民币万元、万股 3.以上增减变动幅度数据如有尾差，是由四舍五入所致。 二、经营业绩和财务状况情况说明 （一）报告期的经营情况、财务状况及影响经营业绩的主要因素 1、报告期的经营情况、财务状况 报告期内公司实现营业总收入 125,109.59 万元，同比增长 34.93%；实现归 属于母公司所有者的净利润 10,998.56 万元，同比下降 39.15%；实现归属于母 公司所有者的扣除非经常性损益的净利润 10,503.63 万元，同比下降 9.8%。 报告期末，公司总资产 209,813.59 万元，较报告期初增长 14.89%；归属于 母公司的所有者权益 114,931.7 ...

湖南启元律师事务所 关于赛恩斯环保股份有限公司 2026年第二次临时股东会的 法律意见书 二零二六年二月 电话：0731-82953778 传真：0731-82953779 邮编：410000 网站：www.qiyuan.com 致：赛恩斯环保股份有限公司 湖南启元律师事务所（以下简称"本所"）接受赛恩斯环保股份有限公司（以 下简称"公司"）的委托，指派本所律师出席了公司 2026 年第二次临时股东会（以 下简称"本次股东会"）。根据《中华人民共和国公司法》（以下简称"《公司法》"） 《上市公司股东会规则》（以下简称"《股东会规则》"）等中国现行法律、法规、 规章和规范性文件以及《赛恩斯环保股份有限公司章程》（以下简称"《公司章 程》"）的相关规定，就公司本次股东会的召集、召开程序、出席会议的人员资 格、召集人资格、表决程序及表决结果等事宜出具本法律意见书。 为出具本法律意见书，本所律师出席了本次股东会，并核查和验证了公司提 供的与本次股东会有关的文件、资料，同时听取了公司就有关事实的陈述和说明。 本所出具本法律意见书是基于公司向本所保证：公司已向本所提供了为出具 本法律意见书所必需的资料和信息，一切足以影响 ...

证券代码：688480 证券简称：赛恩斯 公告编号：2026-005 赛恩斯环保股份有限公司 2026年第二次临时股东会决议公告 （四） 表决方式是否符合《公司法》及公司章程的规定，股东会主持情况等。 本次股东会由董事会召集，由公司董事长高伟荣先生作为会议主持人，会议 采取现场投票和网络投票相结合的表决方式。本次股东会的表决方式符合《中华 本公司董事会及全体董事保证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。 重要内容提示： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东会召开的时间：2026 年 2 月 26 日 （二） 股东会召开的地点：湖南省长沙市岳麓区学士街道学士路 388 号公司会 议室 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 39 | | --- | --- | | 普通股股东人数 | 39 | | 2、出席会议的股东所持有的表决权数量 | 30,402,633 | | 普通股股东所持有表决权数量 | 30,402,6 ...

格隆汇2月26日｜赛恩斯公告，公司2025年实现营业总收入125,109.59万元，同比增长34.93%；实现归 属于母公司所有者的净利润10,998.56万元，同比下降39.15%；实现归属于母公司所有者的扣除非经常 性损益的净利润10,503.63万元，同比下降9.8%。 ...

袁理 东吴证券分析师: 各位投资者大家晚上好，我是东吴证券原理。那今天晚上，我们节后第一天复工，给大家 讲一讲我们节前发布的这个矿业双碳系列的深度报告，关于来的这个部分。那我们这个报 告的标题，讲的是来自资源卡位和技术提取，其实已经充分地说明，就是来这种稀有金属 它这两个核心的看点，一方面是资源的瓶颈，一方面是提取技术的一个突破。那大家众所 周知，都知道我们一直推荐的这个赛恩斯，其实它的核心要点之一就来自于二股东紫金矿 业合作下，通过这个紫金矿业的铜钼矿的这个资源去提取这个伴生伴生来的。 然后比如说航，商业航天领域中间的发动机和卫星的轨控的这个设施，就基本上用到高温 合金的部分，来是一个必须的添加量。再比如说燃燃气轮机等等，就是我们是可以看到来 的应用中间，几个主要的下游，都处在一个非常快速的成长的一个阶段。所以我们有个结 论是，到 2030 年我们去估算的话，整个全球的来消费量将将会达到 191 吨，这个数据是 比前十年的这个来的消费量，截止 2019 年的 75 吨有一个翻倍以上的增长的，非常快速 的一个增长。那同时在这个全球需求中间，中国的需求增长有非常的亮点。 比如说 2020 年中国的需求可能是 8 ...

Group 1 - The top-performing companies on the Sci-Tech Innovation Board from February 1 to February 18 include HeXin Instruments with a 49.59% increase, followed by OuLai New Materials and JuGuang Technology, both exceeding 40% [1][2] - Eight out of the top ten companies achieved historical highs in stock prices during this period, including OuLai New Materials, JuGuang Technology, WeiDao Nano, and others [2] Group 2 - The stock price increases are attributed to favorable fundamentals, upstream price increases, and new business developments [3] - OuLai New Materials has initiated a project for high-purity semiconductor materials with an investment of approximately 1.08 billion yuan, expected to be completed by Q4 2026, which will enhance its supply chain security and profitability [3][4] - The global prices for key semiconductor materials are expected to rise by 20%-30% in Q1 2026, impacting various materials including aluminum and copper [4] Group 3 - The demand for AI infrastructure is driving growth in the semiconductor sector, with WeiDao Nano reporting a 97% year-on-year increase in new semiconductor orders [5] - NanYa New Materials is recognized as the first domestic high-end CCL manufacturer to pass Huawei certification, with significant growth in both supply and demand for its products [5] Group 4 - JuGuang Technology anticipates a reduction in losses for 2025, with a projected revenue growth of approximately 40% and an increase in high-margin products [6] - JiePuTe has launched new products and reported a 41.02% year-on-year revenue increase for the first three quarters of 2025, with a significant rise in net profit [6] Group 5 - SiKan Technology, a leading domestic 3D scanner company, has announced a collaboration with TuoZhu Technology to develop consumer-grade 3D scanners, capitalizing on the growing 3D printing market [7]

Investment Rating - The report maintains an "Accumulate" rating for the environmental protection industry [1]. Core Insights - The report highlights the critical role of rhenium as a strategic metal in aerospace, emphasizing its increasing demand driven by advancements in aircraft and commercial space engines, while also noting the supply constraints due to its scarcity [8][9]. - By 2030, global rhenium demand is projected to rise from 75 tons in 2019 to 191 tons, with China's demand increasing from 8 tons to 56 tons, primarily fueled by the aerospace sector [17][18]. - The report underscores the high dependency of both the US and China on imported rhenium, with the US relying on imports for 82% of its consumption [9][10]. Summary by Sections 1. Rhenium: A Strategic Metal for Aerospace - Rhenium is essential in high-temperature alloys used in aircraft engines and rocket engines, with its unique properties allowing for higher performance under extreme conditions [8]. - The global rhenium consumption in 2019 was approximately 75 tons, with the US being the largest consumer [9][10]. - The report forecasts that by 2030, rhenium demand in the aerospace sector will significantly increase due to advancements in engine technology and the growth of commercial space ventures [17][18]. 2. Supply Constraints - Global rhenium supply is limited, with only about 2,600 tons of proven reserves, primarily concentrated in Chile, the US, and Russia [34][35]. - Rhenium is mainly recovered as a byproduct of copper and molybdenum refining, which adds to the supply rigidity [35][36]. - The report notes that China's rhenium production is heavily reliant on imports, with a significant portion of its supply coming from copper and molybdenum smelting processes [34][36]. 3. Demand and Price Dynamics - If domestic rhenium supply does not improve, China could face a supply gap of 51 tons by the long term, indicating a potential price increase for rhenium [17][18]. - The report reviews historical price trends, indicating that rhenium is currently in a new price increase cycle, with ammonium perrhenate prices rising significantly [17][18]. - Profitability analysis shows that if rhenium prices rise to 120 million yuan per ton, net profits could reach 45 million yuan per ton [17][18]. 4. Company Insights: Sains - Sains is positioned as a key player in rhenium extraction, with strategic partnerships and technological advantages in rhenium recovery [17][18]. - The company has initiated a production line for ammonium perrhenate and is expected to expand its rhenium production capacity through partnerships with major mining companies [17][18].

Investment Rating - The report maintains an "Accumulate" rating for the environmental protection industry [1] Core Insights - The mining industry is entering a new investment cycle driven by rising metal prices and increasing capital expenditures (CAPEX), with a projected 50% growth in global mining CAPEX by 2030 [6][12] - The report highlights two main themes: 1) Green energy and equipment consumables, and 2) Resources and recycling [6] Summary by Sections Main Line 1: Green Energy and Equipment Consumables - **Longjing Environmental Protection**: Driven by rising metal prices, mining CAPEX is expected to increase, leading to a surge in demand for green electricity and new energy equipment in mining [6][14] - **Sains**: With Zijin Mining's support, there is significant potential in mining pollution prevention and chemical agents, as the company expands its offerings in customized solutions for heavy metal pollution [21][24] - **Jingjin Equipment**: As a leader in solid-liquid separation equipment, the company has a market share of over 40%. The report indicates a recovery in demand and highlights the company's high dividend yield as a safety margin [33][34] - **Yutong Heavy Industry**: The company is experiencing a doubling in sales of new energy mining vehicles, benefiting from the electrification trend. The mining equipment segment saw revenue of 641 million yuan in the first half of 2025, a year-on-year increase of 111% [6][14] Main Line 2: Resources and Recycling - **High Energy Environment**: The company is seeing significant growth in metal resource recycling, with a strategic move into mining. The performance of recycling projects is expected to improve with rising metal prices [6][19] - **Sains**: The price of rhenium, a strategic aerospace metal, continues to rise, and the company is positioned to benefit from this trend through its collaboration with Zijin Mining [6][23] - **Weiming Environmental Protection**: The tightening supply of nickel is driving price increases, and the company is focusing on overseas solid waste management opportunities, particularly in Indonesia [6][19]