过去一年，到底哪些环保公司在「赚大钱」？

Core Viewpoint - The so-called "industry winter" in the environmental protection sector is more about the difficulties faced by some companies rather than a universal downturn, as many companies are achieving profitability and growth through strategic focus on zero-carbon initiatives, solid waste management, and optimized management practices [3][32]. Zero-Carbon Sector - The zero-carbon sector has transitioned from a conceptual phase to a profitable one in 2025, driven by government support for zero-carbon parks and comprehensive energy services [4][33]. - Companies like Shenling Environment are expected to achieve a net profit of 205 million to 246 million yuan in 2025, representing a growth of 77.39% to 122.87% year-on-year, by focusing on zero-carbon supporting services [5][34]. - Nanfang Energy has made a remarkable turnaround from a loss of 58.12 million yuan to a projected profit of 300 million to 360 million yuan in 2025 by concentrating on zero-carbon parks and comprehensive energy services [6][36]. Solid Waste Sector - The solid waste sector has seen a significant turnaround, with many companies doubling their net profits in 2025, aided by strong policy support and rising metal prices [10][39]. - High Energy Environment is projected to achieve a net profit of 750 million to 900 million yuan in 2025, with a growth rate of 55.66% to 86.79%, driven by rising metal prices and increased production capacity [11][40]. - Green Beauty is expected to report a net profit of 1.429 billion to 1.735 billion yuan in 2025, benefiting from a comprehensive industrial chain layout that includes key metal recycling and high-end new energy materials [14][43]. Optimization Management - Companies focusing on optimization management, such as Zhongshan Public Utility, are achieving significant profit growth through meticulous operational control and strategic investments, with projected net profits increasing by 50% to 80% in 2025 [23][24]. - Tongxing Technology is expected to see a net profit increase of 74.2% to 125.44% in 2025 by securing high-margin projects and enhancing operational efficiency [25][26]. Conclusion - The environmental protection industry is undergoing a reshaping process where companies that effectively leverage their core strengths and adapt to market opportunities are thriving, while those lacking strategic focus may face challenges [27][28].