固废危废板块盈利提升高能环境预计去年扣非净利翻倍

Group 1 - The company, High Energy Environment, expects a significant increase in net profit for 2025, projecting a range of 750 million to 900 million yuan, representing a year-on-year growth of 55.66% to 86.79% [2] - The anticipated growth in profit is attributed to the enhanced profitability of the solid waste and hazardous waste resource utilization sector, driven by technological upgrades, capacity optimization, and market opportunities [2] - The subsidiary, Jinchang High Energy Environment Technology Co., Ltd., is expected to significantly increase the production of high-value rare and platinum group metals in 2025, enhancing profitability [2] Group 2 - High Energy Environment is a leading enterprise in the domestic metal resource utilization sector for solid and hazardous waste, aligning with the recent policy direction of the State Council's "Comprehensive Solid Waste Management Action Plan" and the "dual carbon" goals [3] - In 2024, the comprehensive utilization rate of major solid waste in China is projected to reach 59%, with domestic raw material supply for recycled copper and aluminum accounting for 58.4% and 84.4%, respectively [3]