证券代码：002573 证券简称：清新环境 北京清新环境技术股份有限公司 投资者关系活动记录表 编号：2019-05-06 | --- | --- | --- | |-------------------|--------------------------|---------------------------------------------| | | | | | 投 资 者 关 系 活 | √ 特定对象调研 | □分析师会议 | | 动类别 | □ 媒体采访 □业绩说明会 | | | | □新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ 其他 | | | 参 与 单 位 名 称 | | 安信证券：邵琳琳 中加基金：韩琛原 | | 及人员姓名 | 华夏人寿：谢达成 | 中信建投：冯佳 | | | | 渤海证券：刘蕾 中金公司：蒋昕昊 | | | | 海富通基金：李海丽 天风证券：陈慧鸽、张彦玲 | | | | 民生加银：赵景亮、李宁宁、邵丽琼、张诗然 | | | | 联合资信：张超、王文燕、柳丝丝、王聪 | | 时间 | 2019 年 05 月 06 | | 1 | --- | ...

Group 1: Market Position and Business Focus - The company holds a service scale of over 26 million kilowatts in the thermal power industry, accounting for approximately 3% of the total market share, ranking second in the industry [3] - In 2018, the company aims to enhance its operational business, which is expected to maintain stability and contribute to future performance [3] - The company is actively expanding its business in non-electric sectors, including steel, coking, non-ferrous metals, and petrochemicals, with ongoing project implementations and market orders [2] Group 2: Financial Management and Accounts Receivable - The high accounts receivable ratio is attributed to the rapid growth of ultra-low emission projects and delayed payments from some clients, which is considered a normal industry phenomenon [3] - The company is intensifying management of accounts receivable, implementing measures to improve collection rates and control the proportion of receivables within reasonable limits [3] Group 3: Investment and Strategic Partnerships - The company plans to establish a joint venture in Guizhou with a total investment of RMB 100 million, where it will hold a 51% stake [4] - The joint venture aims to enhance the company's competitiveness and expand its environmental business in the southwest region [4] Group 4: International Expansion and Future Outlook - The company has successfully secured projects in South Korea and is actively participating in bidding processes in Turkey and India, with plans to establish subsidiaries as needed [5][6] - Future strategies include focusing on industrial flue gas governance, expanding into non-electric sectors, and pursuing mergers and acquisitions to foster growth [7]

Business Performance and Profitability - The company's BOT segment maintained stable gross margins in 2017 due to normal operations of existing desulfurization and denitrification projects and the addition of new projects, contributing significantly to the company's performance [1][2] - The EPC segment experienced a decline in gross margins in 2017 due to increased competition and price wars in the ultra-low emissions market, which entered its third year [2] - The company plans to actively monitor industry trends and market competition to manage external risks and explore new competitive opportunities to ensure profitability and sustainable development [2] Market Position and Operations - The company has a service scale of over 26 million kilowatts in the thermal power industry, accounting for approximately 3% of the market share, ranking second in the industry [2] - In 2017, the company's operational performance improved due to increased power generation hours and enhanced operational efficiency through refined management [2] - The company is transitioning from traditional bidding models to diversified cooperation models, such as partnerships with Aluminum Energy Qingxin and Guizhou Qingxin, to leverage resources and enhance competitiveness [2] Non-Power Sector Development - In 2017, stricter policies and standards were introduced for non-power sector air pollution control, marking the beginning of new construction and upgrades in this sector [2] - In the steel industry, desulfurization and denitrification facilities had an installation rate of over 90% by the end of 2016, but operational issues such as high equipment failure rates and low operation rates persisted [2][3] - The company is advancing in the non-power sector with projects in multiple sub-industries, utilizing wet, dry, and semi-dry technologies tailored to regional policy environments and customer needs [3] Financial Management - High accounts receivable are attributed to the rapid growth of ultra-low emissions projects and delayed payments from some clients, a common industry phenomenon [3] - The company is intensifying efforts to manage receivables, incorporating collection rates into performance evaluations, and strengthening financial controls to reduce receivables and optimize financial leverage [3] - The company is exploring financing channels such as green bonds and ultra-short-term financing to ensure stable cash flow management [3] Debt and Expansion Strategy - The company's debt-to-asset ratio is within the normal industry range and is considered manageable [3] - The company plans to balance debt and equity financing to optimize its capital structure [3] - In 2018, the company will focus on external mergers and acquisitions, targeting projects aligned with its core business, upstream and downstream service chain enterprises, and complementary technology or market-oriented projects [3][4] - The investment department is actively tracking policy changes to identify new opportunities for mergers and acquisitions, ensuring risk control while creating growth opportunities for the company's long-term development [4]

证券代码：002573 证券简称：清新环境 北京清新环境技术股份有限公司 投资者关系活动记录表 编号：2018-10-17 | --- | --- | --- | |--------------|----------------------------|-------------------------------------------------| | | | | | 投资者关系活 | √ 特定对象调研 □分析师会议 | | | 动类别 | □ 媒体采访 □业绩说明会 | | | | □ 新闻发布会 | □路演活动 | | | □ 现场参观 | | | | □其他 | | | 参与单位名称 | | 招商证券：张晨、宋盈盈、李世静 华商基金：闵文强 | | 及人员姓名 | | 工银瑞信：尹珂嘉 东证资管：董春峰、 | | | | 金峰集团：郁时峰 德威资本：谢理 | | | | 首创证券：董旷 平安大华基金：黄意球 | | | 河北正定农商银行：宋锡尧 | | | | | 天风证券：金欣欣、饶晨、张彦玲、郭倩君、刘璐 | | 时间 | 2018 年 10 月 17 | 日 | 1 | --- | --- | ...

证券代码：002573 证券简称：清新环境 北京清新环境技术股份有限公司 投资者关系活动记录表 编号：2021-03-08 | --- | --- | --- | |--------------|-------------------------------|----------------------------------------------------------------| | | | | | | | | | | 特定对象调研 | □ 分析师会议 | | | □ 媒体采访 | □ 业绩说明会 | | 投资者关系活 | □ 新闻发布会 | □ 路演活动 | | 动类别 | □ 现场参观 | | | | □ 其他 | | | | 招商证券股份有限公司 | 朱纯阳 | | 参与单位名称 | 安信证券股份有限公司 | 郭 雪 | | 及人员姓名 | 上海雅策投资管理有限公司 | 郭澄宇 | | 时间 | 2021 年 03 月 08 日 | | | 地点 | 北京市海淀区西八里庄路 69 | 号人民政协报大厦 7 层 703 会议室 | | | 总 裁： 李其林 | | | 上市公司接待 | 财务总监： ...

Financial Performance - In 2020, the company reported an increase in revenue compared to the previous three years, but total operating costs also rose significantly due to adjustments in revenue and costs for construction projects as per new accounting standards [2] - The company's profit in 2020 was impacted by the pandemic and a decline in international oil prices, but revenue and profit began to show an upward trend starting from Q1 2021 [1][2] Business Expansion and Acquisitions - The company has completed the acquisition of 16 waste heat power generation projects, with profits expected to be consolidated starting from Q1 2021 [2] - The acquisition of Deep Water Consulting is expected to enhance the company's market presence in the Guangdong-Hong Kong-Macao Greater Bay Area and improve its water management capabilities [2][4] Strategic Goals - The short-term goal is to become a leading enterprise in industrial environmental comprehensive governance, while the long-term goal is to be a domestically leading and internationally renowned comprehensive environmental service provider [5][6] - The company plans to expand its business in the Southwest region of China and overseas energy-saving environmental markets, focusing on wastewater treatment, ecological restoration, and carbon reduction [5][6] Financial Health - As of Q1 2021, the company had a cash balance of CNY 1.793 billion and a debt-to-asset ratio of 47%, indicating strong liquidity and debt repayment capability [5] - The company aims to reduce accounts receivable risks by implementing a collection mechanism and assigning responsibility for receivables [6] Carbon Neutrality Initiatives - The company is actively exploring carbon emission reduction technologies and has established a strategic partnership with Shanghai Environment Exchange to collaborate on carbon neutrality initiatives [4][7] - The company has developed leading technologies in the power generation sector, which are crucial for carbon capture and reduction efforts [7][11] Market Engagement - The company has been working to improve its market visibility and attract institutional investors, having conducted investor research activities in March 2021 [4][9] - The management emphasizes the importance of maintaining effective communication with the capital market to enhance investor confidence [7][9]

证券代码：002573 证券简称：清新环境 北京清新环境技术股份有限公司 投资者关系活动记录表 编号：2021-05-27 | --- | --- | --- | --- | --- | --- | --- | |-----------------------|---------------------------------------------------------------------|-------|----------|--------------------------------------------------------------|--------|-------| | 投资者关系 \n活动类别 | □ 特定对象调研 \n□ 媒体采访 \n□ 新闻发布会 \n 现场参观 \n□ 其他 | | | 分析师会议 \n业绩说明会 \n路演活动 | | | | | 安信证券 | 郭 | 雪 | 中国能源报 | 渠沛然 | | | | | | | | | | | 参与单位名称 | 湘财证券 | | 吴菲菲 | 中国电力报 | 颜新华 | | | 及人员姓名 | 上海雅策 | 杨 | 磊 | ...

证券代码：002573 证券简称：清新环境 北京清新环境技术股份有限公司 投资者关系活动记录表 编号：2021-09-23 | --- | --- | --- | |---------------------|-------------------------------------|----------------------------------------------------------------------| | | | | | | □ 特定对象调研 | □ 分析师会议 | | | □ 媒体采访 | □ 业绩说明会 | | 投资者关系活动 类别 | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | 其他 2021 | 年北京辖区上市公司投资者集体接待日活动 | | 参与单位名称 | 通过"全景网"网站（ | http://rs.p5w.net ）参与" 2021 年北京辖区上 | | 及人员姓名 | 市公司投资者集体接待日活动"的投资者 | | | 时间 | 2021 年 09 月 23 日下午 | 15:00-17:00 | | 地点 | 全景网（ http://r ...

Financial Performance - The company's net profit attributable to shareholders for the first three quarters reached 347 million CNY, exceeding last year's 210 million CNY [2] - The gross profit margin improved from 14.22% in 2020 to 23.75% by the end of Q3 2021, indicating a recovery from the impacts of the pandemic and international oil prices [2] Business Segments - Environmental governance accounted for approximately 75% of total revenue in the first three quarters, primarily from flue gas and water environment treatment [3] - The resource recycling segment turned profitable in Q1 2021, achieving nearly 30 million CNY in net profit for the first three quarters, following a loss last year due to low oil prices [3] - The energy-saving segment generated over 200 million CNY in revenue during the first three quarters, contributing positively to overall performance [3] Order Growth - The company's engineering orders doubled from 2.04 billion CNY in 2020 to 4.08 billion CNY by the end of Q3 2021 [3] - New energy construction orders are estimated between 1.5 billion to 2 billion CNY, with non-electric orders surpassing electric orders [3] Strategic Developments - The company is transitioning from traditional industrial flue gas treatment to a diversified environmental service provider, expanding into water services, solid waste, and soil remediation [3] - The company is actively participating in new energy projects in response to national carbon neutrality goals and has invested in quality companies with mature technologies [3] Future Outlook - The water services segment is expected to become a significant revenue contributor, with projected net profits exceeding 200 million CNY next year [5] - The company aims to integrate its services across gas, water, and solid waste management, enhancing its position as a comprehensive environmental service provider [5]

北京清新环境技术股份有限公司 投资者关系活动记录表 编号：2022-05-20 | --- | --- | --- | |-----------------------|--------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关系活 \n动类别 | □ 特定对象调研 \n□ 媒体采访 \n□ 新闻发布会 \n□ 现场参观 \n□ 其他 | □ 分析师会议 \n 业绩说明会 \n□ 路演活动 | | 参与单位名称 | 通过全景网"投资者关系互动平台"（ | ...