Group 1 - The core viewpoint of the article highlights the significant year-on-year profit growth projections for several companies in the first three quarters [1] Group 2 - Company Sitaiwei expects a net profit increase of 140% to 169% year-on-year for the first three quarters [1] - Company Beifang expects a net profit increase of 56.90% to 70.74% year-on-year for the first three quarters [1] - Company Jinshiyao anticipates a net profit increase of 48.99% to 83.95% year-on-year for the first three quarters [1] - Company Hanlan Environment projects a net profit increase of 15.85% year-on-year for the first three quarters [1]

Core Viewpoint - Hanlan Environment announced an expected increase in net profit attributable to shareholders by approximately 220 million yuan, representing a year-on-year increase of about 15.85% for the first three quarters of 2025 [1] Financial Performance - The company anticipates a net profit increase of around 350 million yuan when excluding the impact of one-time gains from previous periods, which is a year-on-year increase of approximately 27.85% [1]

Core Viewpoint - The company, Hanlan Environment (600323.SH), has announced an expected increase in net profit for the first three quarters of 2025, projecting a rise of approximately 220 million yuan, which represents a year-on-year increase of about 15.85% [1] Financial Performance - The anticipated net profit attributable to the parent company's owners is expected to increase by around 220 million yuan compared to the same period last year [1] - Excluding the impact of one-time gains from previous periods, estimated at about 130 million yuan, the year-on-year increase in net profit is projected to be approximately 350 million yuan, reflecting a growth of about 27.85% [1]

Core Viewpoint - Hanlan Environment (600323) expects a net profit of approximately 1.605 billion yuan for the first three quarters, representing a year-on-year increase of about 15.85% [1] Financial Performance - The net profit attributable to the parent company is expected to increase by approximately 27.85% after excluding one-time gains from the previous year, which amounted to about 130 million yuan [1] - The addition of Guangdong Feng Environmental Power Co., Ltd. to the consolidated financial statements from June is expected to contribute approximately 240 million yuan to the net profit attributable to the parent company for the period from June to September [1] Operational Efficiency - The company has successfully implemented cost reduction and efficiency enhancement measures, maintaining a high level of operational efficiency [1] - The recognition of performance compensation income from the original shareholders of Jiangxi Hanlan Energy Co., Ltd. has also contributed to the profit increase [1]

格隆汇10月17日丨瀚蓝环境(600323.SH)公布，经财务部门初步测算，预计2025年前三季度实现归属于 母公司所有者的净利润16.05亿元左右，与上年同期（法定披露数据）相比，将增加2.2亿元左右，同比 增加15.85%左右。剔除去年同期含济宁固废电费、金沙城北污水厂扩容项目污水处理费等一次性往期 收益约1.3亿元，则同比增约3.5亿元，同比增加约27.85%。 在去年同期含一次性往期收益约1.3亿元的情况下，本期公司归属于母公司所有者的净利润仍实现同比 增加2.2亿元左右，增幅为15.85%左右，主要是：（一）本期6月份起新增并表粤丰环保电力有限公司 （公司穿透持股52.44%），增加6-9月归母净利润约2.4亿元；（二）持续落实降本增效举措取得良好成 效，保持较高运营效率，及本期新增确认子公司江西瀚蓝能源有限公司原股东业绩赔偿收入。 预计2025年前三季度实现归属于母公司所有者的扣除非经常性损益的净利润15.36亿元左右，与上年同 期（法定披露数据）相比，将增加1.69亿元左右，同比增加12.39%左右。剔除去年同期含济宁固废电 费、金沙城北污水厂扩容项目污水处理费等一次性往期收益约1.3亿元，则同 ...

瀚蓝环境10月17日公告，预计2025年前三季度归属于母公司所有者的净利润约16.05亿元，同比增加约 2.2亿元，增长15.85%。主要原因为6月起新增并表粤丰环保电力有限公司，增加6-9月归母净利润约2.4 亿元，同时公司持续推进降本增效，并确认江西瀚蓝能源原股东业绩赔偿收入。 ...

瀚蓝环境股份有限公司 2025 年前三季度业绩预增公告 股票简称：瀚蓝环境 股票代码：600323 编号：临 2025-050 经财务部门初步测算，预计 2025 年前三季度实现归属于母公司所有者的净利润 16.05 亿元左右，与上年同期（法定披露数据）相比，将增加 2.2 亿元左右，同比增加 15.85%左右。剔除去年同期含济宁固废电费、金沙城北污水厂扩容项目污水处理费等一 次性往期收益约 1.3 亿元，则同比增约 3.5 亿元，同比增加约 27.85%。 1. 瀚蓝环境股份有限公司（以下简称"公司"）2025 年前三季度实现归属于母公 司所有者的净利润与上年同期相比，预计将增加 2.2 亿元左右，同比增加 15.85%左右。 剔除往期一次性收益影响约 1.3 亿元，则同比增加约 3.5 亿元，同比增加约 27.85%。 2.公司 2025 年前三季度归属于母公司所有者的扣除非经常性损益的净利润与上年 同期相比，预计将增加 1.69 亿元左右，同比增加 12.39%左右。剔除往期一次性收益影 响约 1.3 亿元，则同比增加约 3.0 亿元，同比增加约 24.20%。 一、本期业绩预告情况 预计 2025 年 ...

每经AI快讯，10月17日，瀚蓝环境(600323.SH)公告称，预计2025年前三季度归属于母公司所有者的净 利润约16.05亿元，同比增加约2.2亿元，增长15.85%。主要原因为6月起新增并表粤丰环保电力有限公 司，增加6-9月归母净利润约2.4亿元，同时公司持续推进降本增效，并确认江西瀚蓝能源原股东业绩赔 偿收入。 （文章来源：每日经济新闻） ...

Core Viewpoint - The company expects to achieve a net profit attributable to shareholders of approximately 1.605 billion yuan in the first three quarters of 2025, representing an increase of about 220 million yuan or approximately 15.85% year-on-year [1] Financial Performance Summary - The net profit attributable to shareholders, excluding one-time gains from the previous year of about 130 million yuan, is expected to increase by approximately 350 million yuan, or about 27.85% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains is projected to be around 1.536 billion yuan, reflecting an increase of about 169 million yuan or approximately 12.39% year-on-year [1] - Excluding the impact of one-time gains from the previous year, the net profit is expected to increase by about 300 million yuan, or approximately 24.20% year-on-year [1]

Investment Rating - The report rates the environmental protection industry as "Overweight," indicating that the industry is expected to outperform the overall market [9]. Core Insights - The municipal water sector shows stable operations, with some companies benefiting from strategic expansions and adjustments in sewage treatment prices. However, the engineering business is expected to decline due to decreased demand [3]. - The waste incineration sector remains stable, with operational improvements despite a slowdown in new project construction and bidding. Different companies exhibit varied performance due to factors like historical revenue recognition and depreciation from new capacity [3]. - The sanitation market is stable, with an increase in orders for unmanned sanitation services, indicating a digital transformation in urban services [3]. - Equipment performance varies significantly across different sectors, with conventional equipment facing margin pressure due to intense competition, while power environmental equipment benefits from increased demand [3]. Summary by Category Municipal Water - Overall stable operations with some companies like Tianyuan Environmental and Zhongshan Public Utilities showing significant year-on-year net profit growth of 18% and 32% respectively for Q1-3 2025 [4]. Waste Incineration - The sector is experiencing steady operational improvements, with companies like Huanlan Environment and Green Power expected to see net profit growth of 16% and 15% respectively for Q1-3 2025 [4]. Sanitation - The sanitation market is stable, with companies like Yingfeng Environment and Yuhua Tian expected to see net profit growth of 3% and 5% respectively for Q1-3 2025 [4]. Equipment - Conventional equipment companies are expected to see a decline in net profit growth, with Jingjin Equipment projected to drop by 25% for Q1-3 2025. In contrast, Qingda Environmental is expected to see a significant increase of 255% [4]. Investment Recommendations - The report recommends investing in companies with stable profitability and improving cash flows in the municipal environmental sector, including Zhongshan Public Utilities, Junxin Co., and Huanlan Environment [3]. - For unmanned sanitation, companies like Yingfeng Environment and Yuhua Tian are highlighted as key players in the digital transformation of urban services [3]. - The report also suggests focusing on SAF suppliers and green methanol producers as EU policies begin to take effect, with companies like Haineng Energy and Pengyao Environmental being potential beneficiaries [3].