盈峰环境控股股东及实际控制人减持股份，持股比例降至38.82%

要点摘要

• 控股股东宁波盈峰、实际控制人何剑锋及一致行动人盈峰集团合计减持公司股份2,100万股，持股比例由40.00%降至38.82%，累计变动比例达1.18%。
• 本次股份变动包括主动减持0.63%和因可转债转股被动稀释0.55%。
• 减持后，控股股东及其一致行动人仍为公司第一大股东，且不会导致公司控制权变更。
• 本次权益变动无需预披露减持计划，符合相关法律法规。
• “盈峰转债”处于转股期，未来可能继续被动稀释。

详细内容解读

2026年5月25日，盈峰环境科技集团股份有限公司（股票代码：000967）发布公告称，公司于2026年5月22日收到控股股东宁波盈峰资产管理有限公司（简称“宁波盈峰”）、实际控制人何剑锋先生及其一致行动人盈峰集团有限公司（简称“盈峰集团”）联合出具的《关于权益变动触及1%整数倍的告知函》。

根据公告内容，信息披露义务人（宁波盈峰、盈峰集团及何剑锋合计）通过主动减持和被动稀释的方式，累计减持公司股份2,100万股，占公司总股本的1.18%。本次变动后，信息披露义务人合计持有公司股份12.94亿股，占公司总股本的38.82%，持股比例由原先的40.00%下降至38.82%。

减持及稀释详情

• 本次权益变动分为两部分：
  1）控股股东宁波盈峰因资金需求，于2026年5月22日通过集中竞价交易方式减持2,100万股，占公司总股本的0.63%。
  2）公司因可转债转股，控股股东、实际控制人及其一致行动人合计持股比例被动稀释0.55%。
• 盈峰集团、何剑锋本人均未主动减持，仅因被动稀释导致持股比例下降。

详细持股结构变化

法律法规合规情况

• 本次权益变动根据《上市公司股东减持股份管理暂行办法》和《深圳证券交易所上市公司自律监管指引第18号》的相关规定，信息披露义务人无需预披露减持计划。
• 此次变动不会导致公司控制权变更，也不会对公司治理结构和持续经营产生重大影响。
• 本次权益变动不存在违反中国法律、证券法及相关规范性文件的情况。

后续展望与风险提示

• 值得关注的是，“盈峰转债”仍处于转股期，未来可转债持有人若继续选择转股，控股股东持股比例可能进一步被动稀释。
• 公司承诺将根据相关法律规定，及时披露权益变动相关信息。

对股东及投资者的影响与关注重点

• 本次公告属于价格敏感信息，因控股股东主动减持和可转债转换引发的被动稀释，市场需关注控股股东持股比例持续下降对公司治理、资本结构及市场信心的潜在影响。
• 虽然本次权益变动不影响公司控制权，但若后续持续稀释，存在控股权进一步弱化的可能性。
• 公司未来的股价走势可能受大股东减持行为及可转债转股进展影响，建议投资者密切关注相关公告。

免责声明

本报道基于公司公告内容整理，不构成任何投资建议。投资有风险，入市需谨慎。敬请投资者关注公司后续公告及相关风险提示。

English Version

Infore Environment Controlling Shareholders and Actual Controller Reduce Shareholding to 38.82%

Key Highlights

• Controlling shareholder Ningbo Infore, actual controller Mr. He Jianfeng, and acting-in-concert party Infore Group collectively reduced their shareholding by 21 million shares, lowering their total shareholding from 40.00% to 38.82%—a cumulative change of 1.18%.
• The change includes an active reduction of 0.63% and a passive dilution of 0.55% due to convertible bond conversion.
• After the reduction, the controlling shareholders remain the largest shareholders, and there is no change in control over the company.
• This equity change does not require pre-disclosure of the reduction plan and complies with relevant laws and regulations.
• The “Infore Convertible Bonds” are still in the conversion period, and further passive dilution may occur in the future.

Detailed Analysis

On May 25, 2026, Infore Environment Technology Group Co., Ltd. (stock code: 000967) announced that on May 22, 2026, it received a notification from its controlling shareholder Ningbo Infore Asset Management Co., Ltd. (“Ningbo Infore”), actual controller Mr. He Jianfeng, and acting-in-concert party Infore Group Co., Ltd. (“Infore Group”) regarding a shareholding change reaching a 1% integer threshold.

According to the announcement, the information disclosure obligors (Ningbo Infore, Infore Group, and Mr. He Jianfeng together) reduced their holdings by 21 million shares through active reduction and passive dilution, accounting for 1.18% of the total share capital. After the change, they hold a total of 1.293 billion shares, or 38.82% of the total share capital, down from 40.00%.

Details of Reduction and Dilution

• The equity change consists of:
  1) Ningbo Infore actively sold 21 million shares via centralised bidding on May 22, 2026, due to funding needs, accounting for 0.63% of the total share capital.
  2) The proportion of shares held by the controlling shareholders was passively diluted by 0.55% as a result of convertible bond conversions.
• Infore Group and Mr. He Jianfeng did not actively reduce their holdings; their percentage decreased only due to passive dilution.

Shareholding Structure Changes

Legal and Regulatory Compliance

• This equity change, in accordance with the “Administrative Measures for the Reduction of Shares by Shareholders of Listed Companies” and the “Self-Disciplinary Supervision Guidelines No. 18 for Listed Companies on the Shenzhen Stock Exchange”, does not require pre-disclosure of the reduction plan.
• The change will not result in a change of control of the company, nor will it have a significant impact on the company’s governance structure or continued operations.
• No laws or regulations have been violated in this process.

Outlook and Risk Reminder

• Notably, the “Infore Convertible Bonds” are still in the conversion period. If bondholders continue to convert, the controlling shareholders’ percentage may be further passively diluted.
• The company will continue to disclose information in a timely manner according to relevant regulations.

Impact and Key Points for Investors

• This announcement is price-sensitive. The controlling shareholder’s active reduction and convertible bond conversions leading to further dilution may impact the company’s governance, capital structure, and market confidence. Investors should pay attention to the ongoing decrease in controlling shareholding percentage.
• Although control of the company is not affected by this change, further dilution may weaken control in the future.
• The stock price may be affected by large shareholder reduction and the progress of convertible bond conversions. Investors are advised to closely follow subsequent disclosures.

Disclaimer

This report is based on company announcements and does not constitute investment advice. Investment involves risk; please exercise caution. Investors should pay attention to subsequent official disclosures and risk reminders from the company.

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