Group 1 - Yongxing Co., Ltd. has signed a steam supply cooperation agreement through its subsidiary, Conghua Environmental Energy Co., Ltd., to implement a dual-track heating supply system combining mobile and pipeline heating [1] - The mobile heating project commenced operations in July, providing flexible and efficient emergency heating for enterprises in the industrial park, while the pipeline heating project is currently being developed to cover surrounding industrial clusters [1] - Traditional waste incineration power generation projects have low thermal efficiency due to the loss of heat through cooling towers; however, the implementation of cogeneration can improve energy utilization efficiency by providing additional marketable industrial steam [1] Group 2 - The waste incineration power generation industry is transitioning its external steam sales from a secondary role to a primary one, with projected revenue from external steam sales for major A-share listed waste incineration companies reaching ten billion yuan in 2024 [2] - In the context of declining national subsidies, external steam sales have become a crucial strategy for maintaining or improving profit levels in the industry, with a study indicating that cogeneration can enhance comprehensive returns by 37% to 74% compared to pure power generation [2] - In 2024, Yongxing Co., Ltd. is expected to sell 16.44 million tons of steam, a year-on-year increase of 21%, although its heating volume and ratio remain lower compared to industry leaders, indicating significant growth potential through cogeneration [2]
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