格隆汇2月26日丨维尔利(300190.SZ)公布，近日收到董事长李月中先生递交的书面辞职报告，综合考虑 个人情况及公司经营发展与治理架构调整需要，李月中先生申请辞去公司董事长职务。辞去上述职务 后，其仍担任公司董事、董事会战略委员会主任委员、董事会审计委员会委员、董事会提名委员会委员 及董事会薪酬与考核委员会委员职务。李月中先生的辞职申请自送达公司董事会之日起生效。李月中先 生后续将作为公司董事继续履职，本次辞任不会影响公司董事会的正常运作。 公司于2026年2月26日召开第六届董事会第八次会议，审议通过了《关于选举公司董事长的议案》，选 举李遥先生为公司董事长，任期自本次董事会审议通过之日起至公司第六届董事会届满之日止。李遥先 生具备相关法律法规和《公司章程》规定的任职条件。根据《公司章程》"董事长为公司的法定代表 人"，公司法定代表人相应变更为李遥先生。董事会授权相关人员办理相关变更的备案登记手续。 ...

先甩个数据：根据住建部统计，我国每年产生的餐厨垃圾总量超过1.2亿吨，并且以每年约10%的速度递增。理论 上，这妥妥是个千亿级别的市场。但现实呢？很多处理项目运营艰难，设备"晒太阳"，政府补贴成了"续命丹"。 冲突在哪？巨大的需求与低效的供给之间，存在一道巨大的鸿沟。 问题根源出在"复杂"二字上。中国幅员辽阔，四川的火锅油和广东的早茶点心渣能一样吗？北方的面食残余和江 浙的甜腻汤汁处理难度能相同吗？很多早期入局的厂家，拿着一套"标准方案"打天下，结果就是水土不服，设备 故障率高，产出物（如肥料）质量不稳定，最终导致项目停摆。 朋友们，今天咱们聊点"有味道"的话题——餐厨垃圾处理。别觉得这事儿离你远，你每天倒掉的外卖、择掉的菜 叶，都在这个庞大的产业链里。最近，一份关于2026年行业趋势的预测报告出炉，里面有些数据和观点，真的挺 颠覆认知的。咱们今天就掰开揉碎了聊聊，看看这个看似"脏乱差"的行业，藏着多少机会和门道。 一、 一个被严重低估的千亿市场，为何"叫好不叫座"？ 如果你是三四线城市或县域市场，垃圾来源分散、成分杂，建议优先考虑像日东新这样注重非标定制和适应性技 术的服务商，他们的灵活性可能是项目成功的关 ...

Core Viewpoint - The successful delivery and operation of the oil and gas recovery device project by Weili Group's subsidiary marks a significant advancement in environmental protection and resource recovery in the petrochemical industry in Asia [1] Group 1: Project Details - The project was delivered on February 13, 2026, by Nanjing Dule Refrigeration Equipment Co., Ltd., a subsidiary of Weili Group [1] - The project is designed to support the loading capacity of Asia's super-large oil bonded warehouses, enabling large-scale and stable recovery of oil and gas under extreme conditions [1] Group 2: Environmental Impact - The project plays a crucial role in the environmental management and resource recovery of gasoline, naphtha, and aviation kerosene loading operations [1] - It assists the user in meeting national environmental emission standards, contributing to the green upgrade of the regional petrochemical industry [1] Group 3: Competitive Advantage - The project is seen as a benchmark for improving resource recycling efficiency, further solidifying Weili's core competitiveness in large-scale petrochemical environmental protection scenarios [1]

| 证券代码：300190 | 证券简称：维尔利 | 公告编号：2026-006 | | --- | --- | --- | | 债券代码：123049 | 债券简称：维尔转债 | | 维尔利环保科技集团股份有限公司 关于为全资孙公司提供担保的公告 本公司董事会及董事保证本公告内容不存在虚假记载、误导性陈述或者重大遗漏， 并对其内容的真实性、准确性和完整性负个别及连带责任。 一、担保情况概述 维尔利环保科技集团股份有限公司（以下简称"公司"）全资孙公司维尔利（海 盐）生物能源有限公司（以下简称"维尔利（海盐）生物能源"）因经营需要拟 向湖州银行股份有限公司嘉兴分行申请人民币为 2,000 万元的项目融资授信，授 信期限截止时间为 2030 年 6 月。公司拟为该笔授信提供最高额 2,600 万元的担 保，上述担保金额已包含本金、利息及如发生逾期所产生的各项费用，实际担保 金额以实际占用授信金额为准。2026 年 2 月 10 日，公司召开第六届董事会第七 次会议，审议通过了《关于为公司全资孙公司维尔利（海盐）生物能源有限公司 提供担保的议案》。 根据《上市公司监管指引第 8 号——上市公司资金往来、对外担保的 ...

| 证券代码：300190 | 证券简称：维尔利 | 公告编号：2026-005 | | --- | --- | --- | | 债券代码：123049 | 债券简称：维尔转债 | | 维尔利环保科技集团股份有限公司 第六届董事会第七次会议决议公告 本次会议以投票方式审议通过了以下议案： 一、审议通过《关于公司向中国民生银行股份有限公司申请额度最高不超 过 5,000 万元的综合授信的议案》 根据业务发展需要，现公司拟向中国民生银行股份有限公司申请额度最高不 超过 5,000 万元的综合授信，品种为流动资金贷款、银票、国内证等，并授权公 司董事长办理授信具体申请事宜，签署与本次授信相关的各项文件。 同意 9 票，弃权 0 票，反对 0 票 二、审议通过《关于公司向中国光大银行股份有限公司申请额度为 15,000 万元的综合授信的议案》 根据业务发展需要，现公司拟向中国光大银行股份有限公司常州分行申请额 度为 15,000 万元的综合授信，并授权公司董事长办理授信具体申请事宜，签署 与本次授信相关的各项文件。 同意 9 票，弃权 0 票，反对 0 票 三、审议通过《关于公司及公司子公司向兴业银行股份有限公司申请 ...

Group 1 - The company, Weirli, announced that as of the announcement date, the total approved guarantees by the company and its subsidiaries amounted to approximately 857 million yuan, which represents 30.9% of the company's audited net assets for the end of 2024 [1] - Among the total approved guarantees, the amount for equity investee subsidiaries is approximately 153 million yuan, accounting for 5.52% of the company's audited net assets for the end of 2024 [1] - The actual cumulative guarantee amount by the company and its subsidiaries is approximately 561 million yuan, which is 20.24% of the company's audited net assets for the end of 2024, all of which are guarantees for subsidiaries [1] Group 2 - The actual guarantee amount for equity investee subsidiaries is approximately 122 million yuan, representing 4.41% of the company's audited net assets for the end of 2024 [1]

| | | 证券代码：300190 证券简称：维尔利 公告编号：2026-004 债券代码：123049 债券简称：维尔转债 维尔利环保科技集团股份有限公司 关于控股股东持股比例因公司可转债转股 被动稀释触及 1%整数倍的公告 本公司董事会及董事保证本公告内容不存在虚假记载、误导性陈述或者重大遗漏， 并对其内容的真实性、准确性和完整性负个别及连带责任。 特别提示： 1、本次权益变动主要系维尔利环保科技集团股份有限公司（以下简称"公 司"或"维尔利"）可转换公司债券转股导致公司总股本增加，公司控股股东常 州德泽实业投资有限公司（以下简称"常州德泽"）持有的股份比例被动稀释触 及 1%整数倍； 2、本次权益变动不涉及股东股份增持或减持，不涉及要约收购，不会导致 公司控股股东及实际控制人发生变化，不会影响公司的治理结构和持续经营。 一、本次权益变动的基本情况 经中国证券监督管理委员会证监许可〔2020〕21 号文核准，维尔利环保科 技集团股份有限公司于 2020 年 4 月 13 日公开发行了 9,172,387 张可转换公司债 券，每张面值 100 元，募集资金总额 91,723.87 万元。经深交所"深证上[2 ...

Core Viewpoint - The company Weili (300190) is expected to report a net profit loss of between 250 million to 350 million yuan for the year 2025, indicating significant financial challenges ahead [1] Financial Performance - The anticipated net profit loss, excluding non-recurring gains and losses, is projected to be between 243 million to 343 million yuan for 2025 [1]

Group 1 - Company Weili expects a full-year loss of 350 million to 250 million in 2025 [1] - Company Shanshi Network Technology anticipates a full-year loss of 220 million to 180 million in 2025 [1] - Company Qiangli New Materials projects a full-year loss of 142 million to 100 million in 2025 [1] - Company Nongda Technology has newly listed shares on the Beijing Stock Exchange [1] Group 2 - Convertible bond code 118057 (Jiaoxi Convertible Bond) is not subject to forced redemption [2] - Convertible bond code 127062 (Lezhi Convertible Bond) will not undergo adjustment [2] - Convertible bond code 110089 (Xingfa Convertible Bond) is subject to forced redemption [2] Group 3 - Convertible bond code 113045 (Huanxu Convertible Bond) has a current price of 163.745, with a redemption price of 101.632 and a remaining scale of 0.182 billion [4] - Convertible bond code 113672 (Furong Convertible Bond) has a current price of 136.554, with a redemption price of 100.534 and a remaining scale of 0.024 billion [4] - Convertible bond code 118009 (Huarui Convertible Bond) has a current price of 159.074, with a redemption price of 101.105 and a remaining scale of 0.534 billion [4] - Convertible bond code 123159 (Songsheng Convertible Bond) has a current price of 168.297, with a redemption price of 100.540 and a remaining scale of 0.863 billion [4] - Convertible bond code 118029 (Fumiao Convertible Bond) has a current price of 138.132, with a redemption price of 100.218 and a remaining scale of 1.024 billion [4] - Convertible bond code 127042 (Jiawei Convertible Bond) has a current price of 508.000, with a redemption price of 100.893 and a remaining scale of 1.011 billion [4] - Convertible bond code 118043 (Fuli Convertible Bond) has a current price of 160.044, with a redemption price of 100.397 and a remaining scale of 2.364 billion [4] - Convertible bond code 127039 (Beigang Convertible Bond) has a current price of 135.000, with a redemption price of 101.130 and a remaining scale of 6.203 billion [4] - Convertible bond code 123242 (Sailong Convertible Bond) has a current price of 133.250, with a redemption price of 100.330 and a remaining scale of 1.536 billion [4] - Convertible bond code 127071 (Tianjian Convertible Bond) has a current price of 134.900, with a redemption price of 100.810 and a remaining scale of 4.917 billion [4] - Convertible bond code 123182 (Guanglian Convertible Bond) has a current price of 156.595, with a redemption price of 100.960 and a remaining scale of 6.552 billion [4] - Convertible bond code 111016 (Shentong Convertible Bond) has a current price of 132.137, with a remaining scale of 4.154 billion [4] - Convertible bond code 113639 (Huazheng Convertible Bond) has a current price of 183.222, with a remaining scale of 4.878 billion [4] Group 4 - Convertible bond code 128097 (Aojia Convertible Bond) has a current price of 109.912, with a redemption price of 110.000 and a remaining scale of 4.580 billion [6] - Convertible bond code 128101 (Lianchuang Convertible Bond) has a current price of 122.888, with a redemption price of 110.000 and a remaining scale of 2.978 billion [6] Group 5 - Xingfa Convertible Bond is subject to forced redemption [7] - Yongxi Convertible Bond is not subject to forced redemption [7] - Lezhi Convertible Bond will not undergo adjustment [7] - Convertible bond code 127042 (Naipu Convertible Bond) is set to be listed on January 30 [7]

Core Viewpoint - The company, Weili (300190.SZ), is expected to report a net loss attributable to shareholders ranging from 250 million to 350 million yuan for the year 2025 [1] Financial Performance - The projected net loss for the company, excluding non-recurring gains and losses, is estimated to be between 243 million and 343 million yuan for the same period [1]