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兴蓉环境:接受广发证券调研
Mei Ri Jing Ji Xin Wen· 2026-01-09 11:58
Group 1 - The company Xingsheng Environment announced that on January 9, 2026, it will accept research from Zhongou Fund and GF Securities, with participation from the company's director and board secretary Hu Han to address investor inquiries [1] Group 2 - More than 20 provinces have revealed their mechanism electricity prices, with Shanghai's prices being 84% higher than Shandong's and Zhejiang's prices being 31% higher than Liaoning's [1] - Experts suggest that there is still room for reduction in corporate electricity costs [1]
兴蓉环境(000598) - 2026年1月9日投资者关系活动记录表
2026-01-09 11:48
Group 1: Business Development Strategy - The company focuses on water and environmental protection, emphasizing both "internal growth and external mergers" to enhance its development strategy [2] - Plans to expand water resource management in Chengdu and surrounding areas, while exploring markets outside the province [2] - Aims to develop "light asset" businesses, including entrusted operations and technical consulting [2] Group 2: Project Scale and Progress - Current operational and in-construction water supply projects have a capacity of approximately 4.3 million tons/day, with wastewater treatment projects exceeding 4.8 million tons/day, and waste incineration power generation projects at 12,000 tons/day [3] - Major projects include the completion of the main construction and equipment installation for the Chengdu Fifth Water Plant (Phase II) and ongoing commissioning for other facilities [3] Group 3: Pricing Mechanism - Water supply prices are adjusted based on national policies and agreements, requiring approval from government price authorities [4] - Wastewater treatment service fees are subject to periodic adjustments as per agreements, typically occurring annually [5] Group 4: Accounts Receivable and Dividend Considerations - The company has seen an increase in accounts receivable due to market expansion, with stable overall collection rates reported for the first three quarters of 2025 [5] - As construction projects are completed, the company anticipates improved cash flow and plans to enhance dividend levels to strengthen investor satisfaction [5]
兴蓉环境(000598) - 国泰海通证券股份有限公司关于成都市兴蓉环境股份有限公司董事长辞职的临时受托管理报告
2026-01-09 08:24
债券代码: 524369.SZ 债券简称: 25 兴蓉 K1 国泰海通证券股份有限公司 关于成都市兴蓉环境股份有限公司 董事长辞职的临时受托管理报告 受托管理人 国泰海通证券股份有限公司 GUOTAI HAITONG SECURITIES CO., LTD. 1 一、人员变动事项 根据发行人披露的《成都市兴蓉环境股份有限公司关于公司董事长辞职的公 告》,发行人董事长辞职,具体如下: 近日,发行人董事会收到董事长刘娜女士递交的书面辞职报告。因工作变动, 刘卿女士辞去发行人第十届董事会董事、董事长、董事会战略委员会主任委员、 提名委员会委员和薪酬与考核委员会委员职务(原定任期至第十届董事会任期届 满之日止),辞职后将不再担任公司任何职务。根据法律法规及《公司章程》等 有关规定,刘娜女士的辞职报告自送达董事会时生效。 (住所: 中国(上海)自由贸易试验区商城路 618 号) 2026 年 1 月 重要声明 本报告依据《公司债券发行与交易管理办法》《公司债券受托管理人执业行 为准则》《成都市兴蓉环境股份有限公司 2024 年面向专业投资者公开发行公司债 券之债券受托管理协议》等相关规定和约定、公开信息披露文件以及成都 ...
原子能法1月15日施行!核电新机组开工+可控核聚变技术突破+规划护航,多重利好筑牢能源安全硬核逻辑
Xin Lang Cai Jing· 2026-01-08 11:42
Group 1 - Company沃尔核材 (002130) is a leading domestic high polymer nuclear radiation modified material enterprise, focusing on the research and supply of insulation and protection materials for fusion devices, with core products including radiation-resistant heat shrink tubing and high-temperature insulation sleeves [1][35] - The radiation-resistant heat shrink tubing is made from specially modified polymer materials, capable of withstanding strong radiation and high-temperature environments within fusion devices, used for insulating superconducting magnet coils and signal cables [1][35] - The high-temperature insulation sleeves developed by the company can withstand temperatures above 200℃, meeting the insulation needs of cables inside the fusion reactor vacuum chamber, and possess excellent corrosion resistance and aging resistance [1][35] Group 2 - Company宝胜股份 (600973) is a leading domestic wire and cable enterprise, focusing on the research and manufacturing of special cables for fusion devices, with core products including radiation-resistant low-smoke halogen-free cables and low-temperature superconducting cable accessories [2][36] - The radiation-resistant cables utilize cross-linked polyethylene insulation materials with added radiation stabilizers, capable of long-term stable operation in radiation doses of 10^6 Gy, already applied in the power distribution system of fusion experimental devices [2][36] - The company is also developing control cables specifically for fusion reactors, optimizing the cable shielding structure to enhance electromagnetic interference resistance, ensuring stable transmission of control signals [2][36] Group 3 - Company西部超导 (688122) is a leading domestic high-end titanium alloy and superconducting materials enterprise, focusing on the research of titanium alloy structural materials and superconducting strip substrates for superconducting magnets in fusion devices [3][37] - The high-strength and high-toughness titanium alloy produced by the company is a core material for the support frame of superconducting magnets, capable of withstanding the enormous electromagnetic forces generated during magnet excitation [3][37] - The company is also developing seamless titanium alloy pipes that are resistant to high pressure and corrosion, used for medium transmission in the cooling system of fusion reactors, becoming an important supplier in the nuclear fusion materials field [3][37] Group 4 - Company钢研高纳 (300034) is a leading domestic high-temperature alloy enterprise, focusing on the research of high-temperature alloy materials for core components of fusion reactors, with core products including nickel-based high-temperature alloys and refractory metal alloys [4][38] - The nickel-based high-temperature alloys developed by the company can withstand temperatures above 1200℃ and possess excellent radiation swelling resistance, suitable for components like the first wall and divertor in fusion reactors [4][38] - The company collaborates with research institutions to conduct research on surface coating technology for high-temperature alloys, enhancing the materials' high-temperature and corrosion resistance [4][38] Group 5 - Company中密控股 (300470) is a leading domestic mechanical sealing enterprise, focusing on the research and manufacturing of sealing components for fluid systems in fusion devices, with core products including high-temperature mechanical seals and vacuum seals [5][39] - The high-temperature mechanical seals can withstand high-temperature and high-pressure media in the cooling system of fusion reactors, with zero leakage sealing performance, already applied in the main circulation pump sealing system of fusion experimental devices [5][39] - The company is also developing dynamic sealing components for fusion devices, addressing sealing challenges for rotating components in fusion reactors [5][39] Group 6 - Company中泰股份 (300435) is a leading domestic deep cooling technology equipment enterprise, focusing on the research and manufacturing of low-temperature refrigeration systems for fusion devices, with core products including large liquid nitrogen refrigeration units and liquid helium temperature refrigeration equipment [6][40] - The large liquid nitrogen refrigeration units can provide a low-temperature cold source of -196℃, supporting the primary cooling of superconducting magnets [6][40] - The company is also developing integrated technology for low-temperature systems in fusion reactors, providing a comprehensive solution of "refrigeration equipment + low-temperature pipelines + insulation systems" [6][40] Group 7 - Company汉钟精机 (002158) is a leading domestic screw compressor enterprise, focusing on the research and manufacturing of vacuum pumps for the vacuum systems of fusion devices, with core products including dry screw vacuum pumps and Roots vacuum pumps [7][42] - The dry screw vacuum pumps can reduce the pressure in the vacuum chamber to 10^-5 Pa, featuring radiation resistance and low vibration, preventing oil vapor contamination in the vacuum environment [7][42] - The company is also optimizing the rotor structure design of vacuum pumps to enhance fatigue resistance and extend the service life in extreme environments of fusion devices [7][42] Group 8 - Company中科三环 (000970) is a leading domestic rare earth permanent magnet materials enterprise, focusing on the research of permanent magnet materials for the magnet systems of fusion devices, with core products including high-performance NdFeB permanent magnets [8][43] - The high coercivity NdFeB permanent magnets produced by the company have excellent magnetic performance and temperature stability, used in auxiliary magnet systems for fusion devices [8][43] - The company is also developing radiation-resistant NdFeB permanent magnets, optimizing the composition by adding niobium and dysprosium to reduce the impact of radiation on magnetic performance [8][43] Group 9 - Company安泰环境 (300179) is a leading domestic high-end environmental and energy chemical equipment enterprise, focusing on the research of gas purification and treatment systems for fusion devices, with core products including high-purity gas purifiers and waste gas treatment devices [9][44] - The gas purifiers can enhance the purity of deuterium-tritium gas to 99.9999%, removing impurities such as oxygen and moisture, ensuring efficient fusion reactions [9][44] - The company is also developing equipment for the recovery and reuse of deuterium-tritium gas, improving fuel utilization rates in fusion reactors [9][44] Group 10 - Company万华化学 (600309) is a leading domestic chemical new materials enterprise, focusing on the research and supply of high-performance polymer materials for fusion devices, with core products including radiation-resistant polyimide films and high-temperature fluoroplastics [10][45] - The radiation-resistant polyimide films have excellent insulation and radiation resistance, used for the insulation layer of superconducting magnets, preventing short circuits in magnet coils [10][45] - The company is also developing high-sealing, radiation-resistant silicone sealants for fusion devices, ensuring the sealing performance of various components [10][45] Group 11 - Company中核科技 (000777) is a leading domestic nuclear-grade valve enterprise, focusing on the research and manufacturing of special nuclear-grade valves for fusion devices, with core products including nuclear-grade shut-off valves, safety valves, and vacuum isolation valves [11][46] - The nuclear-grade shut-off valves are designed to withstand high temperatures, high pressures, and strong radiation, ensuring safe operation in fusion reactors [11][46] - The company is also developing vacuum isolation valves with a sealing vacuum degree of 10^-6 Pa, isolating the vacuum chamber of fusion reactors from external systems [11][46] Group 12 - Company海陆重工 (002255) is a leading domestic industrial furnace and nuclear power equipment enterprise, focusing on the research and manufacturing of heat treatment equipment for high-temperature components in fusion devices, with core products including vacuum heat treatment furnaces and high-temperature sintering furnaces [12][47] - The vacuum heat treatment furnaces can operate in a vacuum environment of 10^-3 Pa, enhancing the density and mechanical strength of components [12][47] - The company is also developing customized heat treatment solutions for fusion device components, optimizing their performance [12][47] Group 13 - Company盾安环境 (002011) is a leading domestic refrigeration and air conditioning equipment enterprise, focusing on the research and manufacturing of temperature control systems for fusion devices, with core products including high-precision constant temperature control systems and low-temperature cooling units [13][48] - The high-precision constant temperature control systems can maintain a temperature accuracy of ±0.1℃, ensuring stable operation of electronic devices in fusion reactors [13][48] - The company is also developing integrated temperature control systems for fusion devices, providing a comprehensive solution of "cooling equipment + temperature sensors + control systems" [13][48] Group 14 - Company抚顺特钢 (600399) is a leading domestic special steel enterprise, focusing on the research and supply of special alloy steels for fusion devices, with core products including martensitic stainless steel and precipitation-hardened stainless steel [14][49] - The martensitic stainless steel produced by the company has high strength and corrosion resistance, suitable for the shell manufacturing of vacuum chambers in fusion reactors [14][49] - The company is also conducting research on the radiation resistance of steel used in fusion devices, optimizing compositions by adding rare earth elements [14][49] Group 15 - Company东华科技 (002140) is a leading domestic engineering design and general contracting enterprise, focusing on the engineering design and system integration of fusion devices, providing full-chain services from process design to construction installation [15][50] - The company has participated in multiple engineering design projects for domestic fusion experimental devices, optimizing the layout design of vacuum chambers, cooling systems, and power systems [15][50] - The company is also developing technical reserves for the engineering design of commercial fusion power plants, supporting future construction [15][50]
成都市兴蓉环境股份有限公司 关于公司董事长辞职的公告
成都市兴蓉环境股份有限公司 证券代码:000598 证券简称:兴蓉环境 公告编号:2026-01 关于公司董事长辞职的公告 登录新浪财经APP 搜索【信披】查看更多考评等级 特此公告。 成都市兴蓉环境股份有限公司 董事会 2026年1月7日 本公司及董事会全体成员保证信息披露内容的真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 近日,成都市兴蓉环境股份有限公司(以下简称:公司)董事会收到董事长刘嫏女士递交的书面辞职报 告。因工作变动,刘嫏女士辞去公司第十届董事会董事、董事长、董事会战略委员会主任委员、提名委 员会委员和薪酬与考核委员会委员职务(原定任期至第十届董事会任期届满之日止),辞职后将不再担 任公司任何职务。根据法律法规及《公司章程》等有关规定,刘嫏女士的辞职报告自送达董事会时生 效。 刘嫏女士的辞职不会导致公司董事会成员低于法定最低人数,不会对公司的正常经营产生重大影响。刘 嫏女士将按照公司相关规定做好工作交接。公司将于近期按照法定程序尽快完成董事补选、新任董事长 选举、调整董事会专门委员会委员等工作。截至本公告披露日,刘嫏女士未持有公司股份,不存在尚未 履行完毕的承诺事项。 刘嫏女士在担任 ...
兴蓉环境:公司当前经营稳健
Zheng Quan Ri Bao· 2026-01-07 12:36
Group 1 - The company, Xingrong Environment, stated that its current operations are stable and that ongoing projects are gradually being completed, leading to a decrease in capital expenditures and an increase in free cash flow [2] - The company aims to enhance its dividend levels while balancing the funding needs for operational development, thereby improving investor satisfaction [2] - The company will fulfill its information disclosure obligations in accordance with regulations if any significant matters arise [2]
兴蓉环境:成都万兴环保发电厂(三期)正在有序推进项目建设
Zheng Quan Ri Bao· 2026-01-07 12:36
证券日报网讯 1月7日,兴蓉环境在互动平台回答投资者提问时表示,成都万兴环保发电厂(三期)正 在有序推进项目建设,逐步开展各机组系统调试,系统调试合格且稳定运行后可并网发电,项目整体预 计2026年投运。对于项目重要进展,公司将按规定履行信息披露义务。 (文章来源:证券日报) ...
兴蓉环境:成都合作污水处理厂(四期)项目已进入调试阶段
Zheng Quan Ri Bao· 2026-01-07 12:36
Group 1 - The company, Xingrong Environment, has announced that the Chengdu Cooperative Sewage Treatment Plant (Phase IV) project has entered the debugging stage [2] - The Chengdu Sixth Water Plant (Phase II) project is in trial operation and actively progressing towards completion [2]
兴蓉环境:成都市第五净水厂(二期)项目主体施工及主要设备安装已完成
Zheng Quan Ri Bao Wang· 2026-01-07 12:13
证券日报网讯1月7日,兴蓉环境(000598)在互动平台回答投资者提问时表示,成都市第五净水厂(二 期)项目主体施工及主要设备安装已完成,正逐步开展设备调试工作,目前暂未达到通水试运行条件。 ...
兴蓉环境:目前,成都合作污水处理厂(四期)项目已进入调试阶段
Mei Ri Jing Ji Xin Wen· 2026-01-07 11:34
Core Viewpoint - The company has provided updates on the operational status of two significant wastewater treatment projects in Chengdu, indicating progress in their development [2]. Group 1: Project Status - The Chengdu Cooperative Wastewater Treatment Plant (Phase IV) project has entered the debugging stage [2]. - The Chengdu Sixth Water Treatment Plant (Phase II) project is in trial operation and actively advancing towards completion [2].