Market Overview - The environmental governance sector experienced a decline of 0.55% on December 30, with Huicheng Environmental leading the drop [1] - The Shanghai Composite Index closed at 3965.12, showing no change, while the Shenzhen Component Index rose by 0.49% to 13604.07 [1] Stock Performance - Notable gainers in the environmental governance sector included: - Zhenghe Ecology (Code: 605069) with a closing price of 14.85, up 10.00% and a trading volume of 310,900 shares, totaling 453 million yuan [1] - Fulongma (Code: 603686) also rose by 10.00% to 31.58, with a trading volume of 1,419,400 shares, amounting to 4.237 billion yuan [1] - Huaxin Environmental (Code: 301265) increased by 7.17% to 13.15, with a trading volume of 148,700 shares, totaling 19.2 million yuan [1] - Conversely, Huicheng Environmental (Code: 300779) saw a significant decline of 9.01%, closing at 130.85 with a trading volume of 95,400 shares, amounting to 1.271 billion yuan [2] - Other notable decliners included: - Saince (Code: 688480) down 4.49% to 50.61 [2] - Qingshuiyuan (Code: 300437) down 4.39% to 16.55 [2] Capital Flow - The environmental governance sector saw a net inflow of 97.1234 million yuan from institutional investors, while retail investors experienced a net outflow of 41.0087 million yuan [2] - Key stocks with significant capital flow included: - Fulongma with a net inflow of 46.114 million yuan from institutional investors, but a net outflow of 28.1 million yuan from retail investors [3] - Yuhe Tian (Code: 300815) had a net inflow of 39.3351 million yuan from institutional investors, with retail investors seeing a net outflow of 25.3029 million yuan [3]

Core Viewpoint - The company, Weili, is transitioning from an "organic waste resource expert" to a "sustainable development service provider in the industrial sector," focusing on biogas and biofuel to tap into the green energy market [1] Group 1: Business Transformation - Weili is accelerating its business transformation towards biogas and biofuel, driven by the need to adapt to intensified competition and slow growth in traditional environmental protection services [1] - The company has a strong foundation for this transition, leveraging over 20 years of project experience and resources in municipal and agricultural sectors [1] Group 2: Project Experience and Capacity - Weili has completed over 400 leachate treatment projects, more than 70 kitchen waste treatment projects, and hundreds of biogas projects, establishing a solid operational management capability [2] - The company currently has biogas projects with a total design capacity exceeding 200,000 cubic meters per day [2] Group 3: Premium Opportunities - Weili identifies two main pathways for achieving premium pricing: leveraging carbon reduction attributes and converting biogas into green fuels [2] - The company anticipates that green LNG and green methanol will become mainstream clean fuels in the shipping industry, aligning with stricter carbon emission standards [2] Group 4: Emerging Business Areas - In addition to its core environmental business, Weili is actively exploring emerging fields such as liquid cooling and robotics to expand its sustainable development services [3] - The company is leveraging its subsidiaries' technologies to address the growing demand for cooling solutions in data centers and industrial sectors [3] - Weili has signed a strategic cooperation framework agreement with Primech Holdings Ltd. to innovate in industrial robotics, focusing on applications in high-risk and complex environments [3]

Core Viewpoint - The company, Weili (300190), indicates that producing one ton of green methanol requires approximately 1,500 cubic meters of biogas, highlighting the high raw material and synthesis costs associated with green methanol production [1] Group 1: Company Strategy - The company plans to primarily focus on expanding its biogas projects, which can serve as a raw material for green methanol production [1] - There is potential for future collaboration with methanol companies to provide essential raw materials [1]

Group 1: Company Overview and Business Transition - The company has over 20 years of experience in the environmental protection industry, focusing on organic waste resource utilization [2][3] - It has expanded its services from leachate treatment to include kitchen waste processing, biogas and bio-natural gas, oil recovery, VOCs governance, industrial water treatment, and energy conservation [3] - The company has completed over 400 leachate treatment projects and more than 70 kitchen waste projects, accumulating extensive engineering experience [3] Group 2: Biogas and Bio-Natural Gas Development - The company has a total biogas project capacity of 2 million m³/d, with over 200 projects designed to handle more than 10,000 m³/d [3] - Future business focus will be on expanding bio-natural gas and bio-fuel oil sectors, transitioning from an "organic waste resource expert" to a "sustainable development service provider" [3] Group 3: Green Premium and Market Opportunities - Bio-natural gas has a significant green premium potential due to its carbon reduction properties, especially with the EU's Carbon Border Adjustment Mechanism (CBAM) set to be implemented on January 1, 2026 [4][5] - The company aims to leverage carbon reduction attributes and green fuel conversion to enhance the value of bio-natural gas [5] Group 4: Competitive Advantages - The company has a strong project resource and customer base, with over 2 million m³/d of biogas resources ready for development [5] - It possesses advanced anaerobic digestion and biogas purification technologies, ensuring adaptability to various project needs [5] - An experienced operational team enhances the company's ability to manage diverse project scenarios effectively [5][6] Group 5: Future Plans and Market Expansion - The company plans to explore overseas markets for bio-natural gas, particularly in Southeast Asia, while ensuring compliance with international standards [7] - For smaller natural gas projects, the company will prioritize integration into urban gas networks and optimize operational management to maintain profitability [8] - The bio-fuel oil business will focus on utilizing waste oil from kitchen waste projects, aiming for a processing capacity of 300,000 tons/year [10] Group 6: Additional Business Ventures - The company is developing a cooling business based on existing capabilities, targeting data centers and industrial sectors [13] - It is also collaborating on robotic solutions for hazardous environments, enhancing service offerings in environmental projects [13]

Group 1 - The company announced plans to apply for a total of 20 million RMB in comprehensive credit from banks for its wholly-owned subsidiary, Changzhou Weili Kitchen Waste Treatment Co., Ltd. [1] - The credit application includes 10 million RMB from Jiangyin Rural Commercial Bank and another 10 million RMB from Nanjing Bank, both with a one-year term [1] - As of the announcement date, the total approved guarantee amount by the company and its subsidiaries is approximately 948 million RMB, accounting for 34.17% of the audited net assets as of the end of 2024 [1] Group 2 - The company's actual guarantee amount stands at approximately 639 million RMB, which is 23.06% of the audited net assets as of the end of 2024, all of which are guarantees for subsidiaries [1] - The revenue composition for the company in 2024 is 92.92% from environmental industry solutions and 7.08% from bioenergy [2] - The company's market capitalization is currently 3.5 billion RMB [3]

南财智讯12月24日电，维尔利公告，公司拟为控股子公司绍兴维尔利餐厨废弃物再生利用有限公司向浙 江绍兴瑞丰农村商业银行股份有限公司滨海支行申请的9,960万元贷款中的3,800万元贷款及1,000万元运 营保函提供担保，合计担保金额不超过4800.00万元。其中，3,800万元贷款担保期限为自担保合同生效 之日起至债务履行期限届满后三年止，1,000万元运营保函担保期限为至债务履行期限届满后一年止。 本次担保事项已经公司第六届董事会第六次会议审议通过，属于董事会决策权限范围内，无需提交股东 大会审议。董事会认为，此次担保有助于子公司获得资金支持，保障其持续稳定经营，财务风险处于公 司可控范围之内。 ...

南财智讯12月24日电，维尔利公告，公司拟为全资子公司常州维尔利餐厨废弃物处理有限公司向银行申 请的合计2000万元综合授信提供担保。其中，向江阴农商银行常州分行申请1000万元综合授信，向南京 银行股份有限公司常州分行申请1000万元综合授信，授信期限均为一年。本次担保为连带责任保证，担 保期限自担保合同生效之日起至债务履行期限届满之日后三年止。该事项已经公司第六届董事会第六次 会议审议通过，属于董事会决策权限，无需提交股东大会审议。截至目前，公司及控股子公司累计实际 担保额为63927.01万元，占公司2024年底经审计净资产的23.06%，无违规担保和逾期担保。 ...

| 证券代码：300190 | 证券简称：维尔利 | 公告编号：2025-093 | | --- | --- | --- | | 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 关于为全资子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"）全资子公司常州维尔 利餐厨废弃物处理有限公司（以下简称"常州餐厨"）因经营需要拟向银行申请合 计为 2,000 万元的综合授信，其中：向江阴农商银行常州分行申请人民币 1000 万元的综合授信，授信期限为一年；2026 年度向南京银行股份有限公司常州分 行申请人民币 1,000 万元的综合授信，授信期限为一年。公司拟为上述授信提供 担保。2025 年 12 月 23 日，公司召开第六届董事会第六次会议，审议通过了《关 于为公司全资子公司常州维尔利餐厨废弃物处理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、对外担保的监管 要求》《深圳证券 ...

| 证券代码：300190 | 证券简称：维尔利 | 公告编号：2025-094 | | --- | --- | --- | | 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 关于为全资子公司提供担保的公告 1、被担保人名称：常州维尔利环境服务有限公司 2、成立日期：2011 年 6 月 15 日 3、注册地点：武进区雪堰镇浒庄村夹山南麓常州市生活废弃物处理中心内 4、法定代表人：徐刚 5、注册资本：10,000 万元 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"）拟为公司全资子公司 常州维尔利环境服务有限公司（以下简称"常州维尔利"）向南京银行股份有限公 司常州分行申请的人民币 1,000 万元的综合授信提供担保, 授信期限为一年。 2025 年 12 月 23 日，公司召开第六届董事会第六次会议，审议通过了《关于为 公司全资子公司常州维尔利环境服务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 ...

| 证券代码：300190 | 证券简称：维尔利 | 公告编号：2025-095 | | --- | --- | --- | | 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 关于为全资子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"）全资子公司常州金源 机械设备有限公司（以下简称"金源机械"）因经营需要 2026 年度拟向南京银行 股份有限公司常州分行申请人民币 1,000 万元的综合授信,授信期限为一年。公司 拟为上述授信提供担保。2025 年 12 月 23 日，公司召开第六届董事会第六次会 议，审议通过了《关于为公司全资子公司常州金源机械设备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、对外担保的监管 要求》《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律监 管指引第 2 号——创业板上市公司规范运作》等法律法规和规范性文件及《公 司章程》的 ...