编号：2016-001 证券代码：300172 证券简称：中电环保 中电环保股份有限公司 投资者关系活动记录表 | --- | --- | --- | |------------|-------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系 | ▇ | 特定对象调研 □分析师会议 | | 活动类别 | □ 媒体采访 □业绩说明会 | | | | □ 新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ | 其他 （请 ...

编号：2016-002 证券代码：300172 证券简称：中电环保 中电环保股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------|-----------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系 | ▇ | 特定对象调研 □分析师会议 | | 活动类别 | □ | 媒体采访 □业绩说明会 | | | □ 新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名 | 东吴证券 袁理、翟堃 华夏基金 王宁山 | | | 称及人员姓 名 | 国寿安保基金 ...

证券代码：300172 证券简称：中电环保 编号：2016-004 中电环保股份有限公司 投资者关系活动记录表 | --- | --- | --- | |------------|-------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系 | ▇ | 特定对象调研 □分析师会议 | | 活动类别 | □ 媒体采访 □业绩说明会 | | | | □ 新闻发布会 □路演活动 | | | | □ 现场参观 ...

编号：2016-008 证券代码：300172 证券简称：中电环保 中电环保股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------|--------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系 | ▇ | 特定对象调研 □分析师会议 | | 活动类别 | □ | 媒体采访 □业绩说明会 | | | □ 新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名 | 东吴证券 翟堃 中信建投证券 魏玉波 | | | 称及人员姓 | 宝盈基金 杨思亮 瑞瀚资产 张伟、白腾飞 | | | 名 | | | | ...

编号：2016-009 证券代码：300172 证券简称：中电环保 中电环保股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------------------------|---------------------------------------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系 | ▇ | 特定对象调研 □分析师会议 | | 活动类别 | ...

编号：2016-012 证券代码：300172 证券简称：中电环保 中电环保股份有限公司 投资者关系活动记录表 | --- | --- | --- | |------------------------------|------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系 | ▇ | 特定对象调研 □分析师会议 | | 活动类别 | □ | 媒体采访 □业绩说明会 | | | □ 新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名 称及人员姓 | 平安证券 邱正 和君资本 刘平 博观投资 ...

Group 1: Industrial Wastewater Treatment - The company focuses on industrial wastewater treatment as a key area for future development, leveraging existing project experience to manage risks and expand into markets such as "industrial wastewater treatment upgrades" and "zero discharge" [2][3] - Significant projects include the zero discharge system for China Salt Kunshan Coal Chemical Wastewater and various wastewater treatment projects in Tangshan and Bijie [2] Group 2: Solid Waste Management - The company provides systematic solutions for industrial and municipal solid waste treatment, with a focus on "sludge drying + power plant co-generation" as a new business model [3] - In 2015, the company undertook significant projects in Changshu, marking a breakthrough in the sludge market [3] Group 3: Air Pollution Control - The government emphasizes "ultra-low emissions" for coal-fired power plants, indicating a large market potential during the 13th Five-Year Plan [3] - The company has successfully executed projects in flue gas treatment, enhancing its capabilities in ultra-low emissions and waste heat utilization [3] Group 4: PPP Business Development - The company actively expands its environmental PPP business, focusing on projects with strong regional demand and guaranteed government payments [3] - It is exploring large-scale projects in areas such as black and odorous river treatment and sponge city initiatives, as well as seawater desalination [3] Group 5: External Development Strategies - The company seeks acquisition targets with advanced environmental technologies to facilitate external growth [4] - It aims to build an innovation and technology service platform to attract high-end talent in the environmental sector [4]

编号：2016-005 证券代码：300172 证券简称：中电环保 中电环保股份有限公司 投资者关系活动记录表 | --- | --- | --- | |------------------------------|------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系 | ▇ | 特定对象调研 □分析师会议 | | 活动类别 | □ 媒体采访 □业绩说明会 | | | | □ 新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名 | 兴业证券 孟维维、张启尧 鹏华基金 张戈 | | | 称及人员姓 | 银华基金 ...

Group 1: Company Overview - Zhongdian Environmental Protection is a comprehensive solution provider for industrial and urban environmental protection, focusing on four main areas: industrial water treatment, municipal wastewater treatment, solid waste treatment, and flue gas governance [2][3]. - The company has a competitive edge in the industrial water treatment sector, particularly in the nuclear power market, positioning itself among the market leaders [3]. - In municipal wastewater treatment, the company offers integrated services including EPC, BOO, BOT, and PPP models, showcasing significant comprehensive advantages [3]. Group 2: Business Models and Innovations - The company has successfully developed a new business model combining "sludge drying + power plant co-generation," with few competitors in this space [3]. - In flue gas governance, the company utilizes advanced technologies for ultra-low emissions, providing comprehensive services for industries such as thermal power and metallurgy [3]. - The company is committed to technological innovation, focusing on high-tech, high-value-added solutions in wastewater zero discharge and solid waste resource utilization [4]. Group 3: Opportunities from Supply-Side Reform - The environmental protection sector is seen as a potential growth point amid economic challenges, with the Ministry of Environmental Protection issuing 18 measures to support supply-side structural reform [4]. - The company aims to leverage its integrated service capabilities to provide high-quality "third-party governance" services for environmental pollution, aligning with the increasing demand for environmental infrastructure projects [4][5]. - The focus on industrial pollution source governance through third-party operations is expected to create new profit growth opportunities for the company [4]. Group 4: Market Expansion and PPP Models - The company is expanding its market presence in areas such as industrial wastewater treatment upgrades, industrial water reuse, and ultra-low emission flue gas treatment, which align with industry development needs [4]. - The implementation of PPP models in municipal wastewater treatment and sludge disposal is ongoing, although challenges such as long project approval cycles remain [5]. - The company is strategically selecting controllable risk projects for its PPP business, aiming to enhance service quality for government clients [5].

Group 1: Business Development and Strategy - The company focuses on four main business segments: industrial water treatment, municipal wastewater treatment, solid waste treatment, and flue gas governance, along with an integrated environmental innovation and technology service platform [2][3] - The company aims to consolidate its advantages in industrial water treatment while expanding into new areas and increasing market scale [3] - The company is actively developing a new business model for sludge treatment called "biomass coupling power generation," which involves investment, construction, and operation management of sludge treatment projects [3] Group 2: Financial Performance and Contracts - In the first half of 2016, the company secured new contracts worth 445 million CNY, with 319 million CNY from industrial water treatment, 29 million CNY from municipal wastewater treatment, and 97 million CNY from flue gas governance [3] - Notable projects include water treatment services for a well-known international entertainment project in Shanghai and ultra-low emission contracts for flue gas treatment [3] Group 3: Project Implementation and Market Expansion - The implementation cycle for various projects typically ranges from 1 to 3 years, depending on the type of project [3] - The company is leveraging its strong competitive position in the industrial water treatment market to expand its brand recognition and market share in countries along the "Belt and Road" initiative [3] Group 4: Future Directions and Mergers - The company is focusing on the development of cutting-edge environmental technologies and is conducting research on domestic and international companies with promising new technologies and products for potential collaboration [4] - The company aims to enhance its environmental governance service capabilities and promote external development through market-oriented operations and innovation [4]