证券日报网讯1月29日，中国天楹（000035）在互动平台回答投资者提问时表示，有关公司具体业务及 收入构成情况，请关注公司在指定媒体披露的定期报告。 ...

记者丨林典驰 编辑丨骆一帆 视频 丨 杨浩凯 深圳罗湖一场大型城市疤痕修复工程，刷屏网络。 这处名为玉龙填埋场的地方，正在进行迄今为止全国体量最大、全量开挖的垃圾搬迁治理工程。这座已经封场20年的垃圾山，正在开启新的使 命。 玉龙填埋场建于1983年，1997年停用，2005年底封场，总堆填垃圾约250万立方米，可填满1000个国际竞赛泳池 。随着城市建设的快速推进， 它当初所在的城市边缘已变成城市中心区。该修复工程已于2024年开启全量开挖搬迁治理，预计在2026年9月底完成。 21世纪经济报道记者1月25日在现场看到，原来高达110米的垃圾山已被完全削平，填埋场已被巨大的防尘布覆盖。距离开挖现场四五百米的地 方，已建起了垃圾筛分车间，6条巨型传送带正在高速运转。据央视报道，周边居民既看不到裸露的垃圾，也闻不到明显异味。 这些被挖出来的陈年垃圾，在经过筛分精细分类后，部分回收和无害化利用，轻质物将送到生活垃圾焚烧厂进行焚烧发电。 传统的卫生填埋方式因占用大量土地资源、易产生二次污染（如渗滤液、甲烷气体排放）等问题，"垃圾围城"在上世纪90年代一度成为许多大 中城市的严峻挑战。 但谁也没有想到，一场技术革命悄 ...

同壁财经讯，企查查数据显示，根据《红河县生活垃圾转运推行市场化运作项目中标公告》，中国天楹 股份有限公司于2026年1月26日公告中标红河县住房和城乡建设局采购项目，中标金额为221.85万元。 相关上市公司：中国天楹(000035.SZ) 2025年上半年公司营业收入为25.77亿元，营业收入增长率为-2.72%，归属母公司净利润为2.12亿元，归 属母公司净利润增长率为-41.25%。 目前公司属于工业行业，主要产品类型为半导体太阳能光伏、风电、环保机械、环卫服务、污水处理、 系统集成服务、有机化工原料、余热发电，2024年报主营构成为垃圾焚烧及售电:43.18%;其他:20.53%; 城市环境服务:18.46%;提供建造服务:17.83%。 目前公司属于工业行业，主要产品类型为半导体太阳能光伏、风电、环保机械、环卫服务、污水处理、 系统集成服务、有机化工原料、余热发电，2024年报主营构成为垃圾焚烧及售电:43.18%;其他:20.53%; 城市环境服务:18.46%;提供建造服务:17.83%。 同壁财经讯，企查查数据显示，根据《红河县生活垃圾转运推行市场化运作项目中标公告》，中国天楹 股份有限公司于 ...

一、停复牌 1、锋龙股份：股价异动停牌核查。 2、嘉美包装：股价异动停牌核查。 3、湖南黄金：2025年净利润为12.70亿元至16.08亿元，同比增长50.00%至90.00%。业绩上涨主要是公 司金、锑、钨产品销售价格同比上涨。拟购买黄金天岳、中南冶炼100%股权，股票复牌。 4、龙韵股份：筹划购买愚恒影业58%股权，股票停牌。 二、回购 1、金开新能：拟5亿元-6亿元回购公司股份。 2、中宠股份：拟1亿元-2亿元回购公司股份。 三、并购重组 1、永杰新材：拟购买奥科宁克秦皇岛100%股权和奥科宁克昆山95%股权。奥科宁克秦皇岛主要从事铝 板带的研产销；奥科宁克昆山主要从事热管理相关铝板带的研产销。 2、晶升股份：拟8.57亿元购买为准智能100%股份。 2、德力佳：拟50亿元投建10兆瓦以上风电用变速箱研发制造项目。 3、天合光能：将剩余募集资金17亿元用于新项目"分布式智慧光伏电站建设项目"。 4、精智达：签订13.11亿元半导体测试设备销售合同。 5、蓝思科技：商业航天领域已实现批量供货，针对太空环境极端需求已研发出超薄光伏玻璃模组等。 6、北汽蓝谷：子公司拟投资19.91亿元建设享界超级工厂高端平 ...

Group 1 - The company is focusing on accelerating the construction and production of hydrogen-based energy integrated benchmark projects in Jilin Liaoyuan and Heilongjiang Anda as per the established plan [1] - The company plans to achieve an annual production capacity of 200,000 tons of electrochemical methanol that meets EU certification standards by 2026 [1]

Core Insights - The meeting of the Provincial Committee aims to promote high-quality development of the county economy and ensure a strong start for the "14th Five-Year Plan" [1] Group 1: Industrial Development - The focus is on leading industrial revitalization through technological innovation, establishing a modern industrial system centered on oil and gas chemicals, dairy and meat products, new energy, and logistics, supported by biomedicine, new materials, and machinery [1] - The goal is to develop a significant hydrogen energy industry base, new energy industry base, fine chemical industry base, deep processing of agricultural products base, raw material pharmaceutical intermediate production base, and modern logistics industry base [1] Group 2: Investment Attraction - Investment attraction is viewed as the lifeline of economic development, with a strategy based on precise targeting of investment directions, objects, and activities [2] - The aim is to sign contracts worth over 30 billion yuan and utilize 8 billion yuan of external funds throughout the year [1] Group 3: Investment Expansion - Effective investment expansion is emphasized as a key driver for high-quality development, with a focus on advancing major projects and achieving fixed asset investments exceeding 5.6 billion yuan [2] Group 4: Park Development - The development of industrial parks is prioritized as a main battlefield for economic growth, with efforts to establish a national-level zero-carbon park and reduce basic cost factors for enterprises [2] - The target is to achieve a production and sales value of over 30 billion yuan in the parks [2] Group 5: Business Environment - The business environment is considered a core competitive advantage for high-quality development, with initiatives to optimize the environment and improve administrative efficiency [2] - The goal is to elevate the city's credit ranking into the top 20 nationwide and create a strong "Investment Anda" brand [2]

Investment Rating - The report maintains a rating of "Buy" for the environmental protection industry [1] Core Insights - The environmental protection industry, particularly in waste incineration, is poised for significant growth, especially in overseas markets such as Southeast Asia and Central Asia, driven by high processing fees and electricity prices [5][10] - The investment potential in the ASEAN countries and India for waste incineration is estimated at approximately 250 billion RMB, with a daily waste incineration capacity increase of about 500,000 tons [5][11] - The profitability of overseas projects, particularly in Indonesia, is enhanced by favorable policies and high revenue from electricity sales, with projected single-ton income significantly higher than domestic projects [19][20] Summary by Sections 1. Waste Incineration Growth and Overseas Market Potential - The ASEAN countries and India are expected to generate a daily waste production of 1.46 million tons by 2024, with a potential waste incineration market space of 248.5 billion RMB if the incineration penetration rate reaches 50% [5][11] - Several domestic waste incineration companies, such as Kangheng Environment and China Tianying, are expanding their operations in Southeast Asia and Central Asia, with significant project footprints established [15][16] 2. Indonesian Policy Driving Business Model Optimization - Indonesia's recent policy changes have shifted the revenue model from local government subsidies to direct agreements with the national electricity company, significantly increasing the electricity price to 0.20 USD per kWh [24][25] - The government plans to construct 33 waste incineration plants nationwide, with a total investment of approximately 5.6 billion USD, indicating a strong commitment to developing the waste-to-energy sector [24][25] 3. Economic Assessment of Indonesian Waste Incineration Projects - Economic assessments show that the single-ton income from Indonesian projects can reach 582 RMB, significantly higher than domestic projects, driven by high processing fees and electricity prices [19][20][31] - The report highlights the sensitivity of project profitability to cost management, with potential increases in return on equity (ROE) if investment and operational costs are optimized [27][28]

内容概要：绿氨是以可再生能源电解水制绿氢再合成的零碳氨产品，较灰氨减排约95%，核心区别于传 统氨的制氢路径与碳足迹。我国绿氨行业发展获多项政策多维支撑，尤其政策推动其内河航运应用增量 空间。产业链呈"上游供给-中游转化-下游需求"三层架构，上游以风光发电和电解槽等装备为核心，碱 性电解槽主导市场且成本下降显著，PEM电解槽增长迅猛；中游聚焦绿氢制备与氨合成，存在协同运 行难题；下游以农业绿色化肥为主要消纳场景，能源领域尤其是航运脱碳需求将成未来增长极。我国合 成氨行业成熟，绿氨因传统合成氨高碳痛点及新能源平价趋势兴起，截至2025年规划建设投产项目125 个，总产能超2300万吨/年，已迈入小规模商业化示范阶段。行业形成"国家队引领、多主体协同"格 局，企业呈"北产南运"区域布局特征。未来将沿技术迭代降本、产业链整合协同、应用场景拓展方向发 展，实现从示范到规模化商业化跨越。 上市企业：中国能建（601868.SH）、中国石化（600028.SH）、吉电股份（000875.SZ）、中国天楹 （000035.SZ）、深圳能源（000027.SZ）、隆基绿能（601012.SH）、宝丰能源（600989.SH） ...

Core Perspective - The transformation of waste management in Beijing, exemplified by the Liulitun landfill turning into a recreational park, reflects China's shift from "end-of-pipe treatment" to "value creation" in the environmental industry, driven by dual goals of carbon neutrality and waste-free cities [1] Group 1: Technological Upgrades - Continuous technological breakthroughs are the core driver for realizing the potential value of waste, particularly in solid waste management [2] - Advanced technologies like waste incineration for energy generation allow for economic benefits, with valuable metals being recovered from incineration ash, maximizing the industrial value of household waste [2] - The integration of smart tools and lean management in waste processing facilities enhances operational efficiency and maximizes the economic benefits of individual power plants [3] Group 2: Industry Collaboration - Full industry chain collaboration is essential for maximizing value, with companies emphasizing the importance of synergy and intelligent systems in their operations [3] - The implementation of integrated urban sanitation and smart waste classification systems can lead to efficient waste collection and precise source classification, contributing to energy efficiency and reduced carbon emissions [4] Group 3: Policy Support - The transformation of waste into wealth is supported by government policies, such as the State Council's action plan for solid waste management, which aims for significant improvements by 2030 [5] - The environmental industry is undergoing a profound change from end-of-pipe treatment to value extraction throughout the entire process, driven by technological advancements and policy incentives [5] Group 4: Market Expansion - The overseas market is emerging as a new growth area for the industry, with companies adapting domestic waste management models to fit local regulations and cultural contexts [6] - Successful localization strategies involve precise adjustments of core technologies to meet the specific needs of target markets, ensuring effective performance in diverse environments [6] - The practice of transforming waste into valuable resources is reshaping the value logic of the environmental industry, aiming for a harmonious coexistence between humans and nature [6]

Group 1 - The core viewpoint of the article is that China Tianying is actively pursuing government subsidies for its green methanol projects, which align with national low-carbon development strategies [1] - The company is currently advancing its hydrogen-based energy integration projects in Jilin Liaoyuan and Heilongjiang Anda as planned [1] - China Tianying is closely monitoring and researching relevant national and local industrial support policies to assess and apply for potential government subsidies as the projects progress [1]