侨银股份再拓北方版图！2026年新增项目年化额过亿

Core Viewpoint - Qiaoyin City Management Co., Ltd. successfully renewed the integrated sanitation service project in Hohhot's Xincheng District, with a contract amount of approximately 73.8 million yuan per year, reinforcing its core service position in the region and continuing its focus on the northern market [1][9]. Contract Details - The contract amount is 73,799,876 yuan per year, with a service duration of 12 months, which can be extended up to 3 years based on performance evaluations [3][11]. - The service area covers approximately 7.68 million square meters, excluding five specific roads in the district, and includes the management of over 50 garbage transfer stations to ensure daily waste clearance [3][10]. Historical Context - Since the marketization of sanitation services in Xincheng District began in 2021, Qiaoyin has been the sole core service provider, securing a long-term contract worth 94.8 million yuan per year, with a total contract value of approximately 1.422 billion yuan [5][13]. - The company has consistently demonstrated reliability, having secured various contracts over the years, including a transitional contract in 2024 and a renewal in 2025, showcasing the trust from the project procurement party [5][13]. Strategic Advantages - Qiaoyin's success in the Xincheng District is attributed to four key advantages: its leading position in the sanitation industry, the establishment of a specialized smart sanitation system suitable for northern climates, the strategic partnership with local state-owned enterprises, and a focused expansion strategy in northern regions [6][14]. - The company has effectively responded to local procurement needs and has positioned the Xincheng project as a strategic hub for expanding its business into other cities in Inner Mongolia [6][14]. Industry Trends - The recent contract reflects several emerging trends in the sanitation market, including a shift from comprehensive services to more specialized offerings, the importance of local partnerships, and the increasing market share of quality leading enterprises, indicating a rise in industry concentration [6][15].