BGE(SH:603588) Zhi Tong Cai Jing·2026-01-07 11:16Core Viewpoint - The company expects a significant increase in net profit for the year 2025, projecting a range of 750 million to 900 million yuan, representing a year-on-year growth of 55.66% to 86.79% [1] Group 1: Profit Growth Drivers - The anticipated profit growth is primarily driven by the enhanced profitability of the solid waste and hazardous waste resource utilization segment, attributed to technology upgrades, capacity optimization, and effective market opportunities [1] - The company's subsidiary, Jinchang High Energy Environment Technology Co., Ltd., will release capacity gradually in 2025 based on the full implementation of the platinum group metal recovery process in 2024, leading to a significant increase in the production of high-value rare and platinum group metals and enhanced profitability [1] - Jiangxi Xinke Environmental Protection High-tech Co., Ltd., another subsidiary, is transforming its operational strategy and optimizing production processes to increase the output of rare metals while reducing production costs, gradually releasing operational efficiency [1] Group 2: Capacity Expansion - The Zhuhai Xinhong project in the solid waste and hazardous waste resource utilization segment is set to commence stable production in 2025 after successful commissioning in December 2024, which will not only expand overall production capacity but also gradually reflect benefits [1] Group 3: Market Opportunities - The solid waste and hazardous waste resource utilization segment is capitalizing on the ongoing rise in metal prices, thereby enhancing product profitability [1]