编号：2016-01 证券代码：002672 证券简称：东江环保 东江环保股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------|-----------------------------------|----------------------------------------------------------| | 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 | | 中信证券、普尔投资、尚石投资、中南成长、鲍尔太平、中信自 | | 及人员姓名 | 营等 9 位机构投资者 | | | 时间 | 2016 年 1 月 28 日 下午 | 14:00-15:15 | | 地点 | 无 | | | 上市公司接待 | 公司副总裁、董事会秘书 王恬女士 | | | 人员姓名 | | | | 投资者关系活 | 主要交流内容如下： | | | 动主要内容介 绍 | 2015 | 年公司资质量增长较快， 2 ...

编号：2016-02 证券代码：002672 证券简称：东江环保 东江环保股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------|------------------------------------|----------------------------------------------------------| | | | | | 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 | | 华泰证券、中植投资、广发资管、中再资产、国信证券、第一创 | | 及人员姓名 | 业证券等 9 位机构投资者 | | | 时间 | 2016 年 2 月 22 | 日 下午 15:00-16:15 | | 地点 | 无 | | | | | | | 上市公司接待 人员姓名 | 公司副总裁、董事会秘书 王恬女士 | | | 投资者关系活 | 主要交流内容如下： | | | 动主要内容介 | 公司亮点 ...

证券代码：002672 证券简称：东江环保 东江环保股份有限公司投资者关系活动记录表 编号：2016-08 | --- | --- | --- | |--------------|-----------------------------------|---------------------------------------------------------------| | | | | | 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 | | 中信证券、安信证券、招商证券、第一上海、瑞士信贷、鲍尔太 | | 及人员姓名 | 者 | 平、前海人寿、招商证券、中投证券、华金证券等 200 余位投资 | | 时间 | 2016 年 8 月 25 日 上午 | 9:00-10:00 | | 地点 | 无 | | | 上市公司接待 | 公司副总裁、董秘 王恬女士 | | | 人员姓名 | 公司财务总监 田华臣先生 | | | 投资者关系活 | 主要交流内容 ...

证券代码：002672 证券简称：东江环保 东江环保股份有限公司投资者关系活动记录表 编号：2016-09 | --- | --- | --- | |-----------------------|---------------------------|-------------------------------------------------------------| | | | | | 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 | | 华泰证券、民生加银基金、中金公司、中再资产等 7 位投资者 | | 及人员姓名 | | | | 时间 | 2016 年 9 月 8 | 日 上午 10:00-11:15 | | 地点 | 深圳市南山区朗山路 | 9 号东江环保大楼 9 楼会议室 | | 上市公司接待 人员姓名 | 公司副总裁、董秘 王恬女士 | | | 投资者关系活 | 主要交流内容如下： | | | 动主要内容介 | 公司点亮： | | | ...

Financial Performance - In the first three quarters, the company achieved a revenue of 1.866 billion CNY, representing a year-on-year growth of 6.58% [1][3] - Net profit reached 380 million CNY, with a year-on-year increase of 43.85% [3] - The net profit attributable to the parent company, after deducting non-recurring gains and losses, was 270 million CNY, up by 10.58% compared to the same period last year [3] Business Development - The company expects a profit growth of 20%-50% in the fourth quarter, contingent on project progress [3] - The operational capacity includes various projects such as 10,000 tons of incineration in Zhuhai and 33,000 tons in coastal solid waste [4] - The Jiangxi solid waste project has a total investment of 250 million CNY, with an expected return rate of approximately 20% [4] Strategic Initiatives - The company is focusing on hazardous waste disposal and expanding its environmental service industry, aiming for a 30% contribution to profits from this sector in three years [8] - The company plans to enhance its environmental service capabilities, including municipal waste treatment and soil remediation [8] - The company is actively pursuing PPP projects, which are expected to reshape the competitive landscape of the environmental industry [12] Market Position and Competitive Advantages - The hazardous waste market is characterized by high demand and limited supply, with the company maintaining a leading position in the industry [11] - The company benefits from strong support from its major shareholder, Guangsheng, which enhances its coordination capabilities and financing options [11] - The company has a competitive edge due to its experienced workforce and advanced technology in hazardous waste management [11] Future Outlook - The company anticipates that its hazardous waste disposal capacity will exceed 3.5 million tons by 2020 [8] - The company is exploring international opportunities, with investments totaling 20 billion CNY overseas, focusing on industrial hazardous waste projects [6] - The company plans to invest approximately 1 billion CNY annually over the next few years, with funding sourced from green bonds and bank financing [13]

编号：2016-05 证券代码：002672 证券简称：东江环保 东江环保股份有限公司投资者关系活动记录表 | --- | --- | --- | |--------------|-----------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 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 ...

证券代码：002672 证券简称：东江环保 东江环保股份有限公司投资者关系活动记录表 编号：2017-02 | --- | --- | --- | |--------------|-----------------------------------|---------------------------------------------------------------| | | | | | 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 | | 中信证券，国信证券，德意志银行，中再资产，泰康资产，汇添 | | 及人员姓名 | | 富基金，中欧基金，星石投资，富兰克林华美证券等 100 名投资 | | | 者 | | | 时间 | 2017 年 5 月 11 日 上午 | 9:00-9:50 | | 地点 | 深圳市南山区朗山路 9 | 号东江环保大楼 11 楼会议室 | | 上市公司接待 | 公司副总裁兼董秘王恬女士 | | | 人员姓名 | | ...

证券代码：002672 证券简称：东江环保 东江环保股份有限公司投资者关系活动记录表 编号：2017-05 | --- | --- | --- | |-----------------------|----------------------------------|-----------------------------------------------------------| | | | | | 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 | | 中信建投、广州证券、弘尚资产、竣弘投资共计 4 名投资者 | | 及人员姓名 | | | | 时间 | 2017 年 6 月 1 日 下午 | 2:00-4:00 | | 地点 | 深圳市南山区朗山路 9 | 号东江环保大楼 11 楼办公室 | | 上市公司接待 人员姓名 | 公司副总裁兼董秘王恬女士 | | | | 主要交流内容如下： | | | 投资者关系活 | 一、 公司经营方面： | | | ...

证券代码：002672 证券简称：东江环保 东江环保股份有限公司投资者关系活动记录表 编号：2017-04 | --- | --- | --- | --- | |--------------|-----------------------------------|---------------------|----------------------------------------------------------| | | | | | | 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 | | | 国金证券，平安证券，国海证券，新成资本，华宝投资，富恩德 | | 及人员姓名 | 资产共计 10 名投资者 | | | | 时间 | 2017 年 5 月 17 日 下午 | 2:00-4:00 | | | 地点 | 深圳市南山区朗山路 9 | 号东江环保大楼 10 | 楼会议室 | | 上市公司接待 | 公司副总裁兼董秘王恬女士 | | ...

Industry Development Stages - The hazardous waste industry experienced its initial phase from 2003 to 2010, with 31 comprehensive hazardous waste disposal centers planned by the government, most of which began construction after 2005 [1][2] - The rapid development phase occurred from 2011 to 2015, marked by a significant increase in hazardous waste generation and insufficient disposal capacity, with major investments entering the sector [2] - The current "13th Five-Year Plan" period is still characterized by rapid growth, with an estimated hazardous waste generation of 80 million to 100 million tons annually, while actual disposal capacity remains severely inadequate [2] Key Statistics - Officially reported hazardous waste generation is over 42.2 million tons, with disposal capacity at over 52.6 million tons, but only about 15 million tons are effectively processed [2] - The company plans to achieve a disposal capacity of 1.68 million tons in 2017, including 900,000 tons of harmless disposal and 700,000 tons of resource recovery [9] - By 2018, the target is to reach 2.6 million tons, with 1.4 million tons for harmless disposal and 1.2 million tons for resource recovery [9] Technological Advancements - The development and promotion of new hazardous waste treatment technologies, such as cement kiln co-disposal, are expected to mature and provide cost-effective solutions [3] - Cement kilns can co-dispose of over 3 million tons of hazardous waste, effectively reducing harmful substances through high-temperature incineration [3] - Ongoing research focuses on resource recovery from mixed waste acids and low-grade heavy metal sludge, aiming to enhance the value of waste materials [4][6] Future Industry Outlook - Future growth in the hazardous waste industry will be driven by stricter national policies and improved regulatory capabilities, leading to increased scrutiny of waste-generating enterprises [5] - The company aims to position itself strategically by integrating technology and services, with expectations that over 30% of revenue will come from technical services [5] - The company is exploring new business models in hazardous waste facility planning and operation, anticipating profitability within three years [5] Competitive Advantages - The company has a strong competitive position in the Jiangxi hazardous waste disposal center project, expected to contribute a net profit of 130 to 140 million yuan annually [8] - The company’s brand recognition and operational experience make it a preferred choice for foreign and joint-venture enterprises seeking reliable hazardous waste disposal [8] - The company’s pricing for harmless disposal is higher due to the stringent standards and costs associated with processing hazardous materials [8]