国务院近日印发的《固体废物综合治理行动计划》（以下简称《行动计划》），是我国首份专门针对固 体废物综合治理进行系统性部署的纲领性政策文件，标志着我国固体废物治理体系从局部攻坚、应急管 控迈向全链条、系统化治理新阶段。《行动计划》紧密围绕"减量化、资源化、无害化"核心原则，聚焦 固体废物产生、收集、贮存、运输、利用、处置等全过程的环境风险管控，旨在构建起覆盖全面、责任 清晰、监管有效、利用高效的综合治理体系，为我国固体废物污染防治，特别是工业固废存量消纳与增 量控制提供了清晰的战略路径和坚实的政策支撑。 《中国化工报》记者深度采访了行业专家、园区管理者、企业代表、环保技术设备供应商及长期深耕固 废领域的公益组织，以期多维度解读《行动计划》的深刻内涵，剖析其对石油和化工行业带来的影响， 并探寻政策落地实施的关键着力点与未来展望。 系统治理：构建全链条闭环管理体系 我国固体废物特别是工业固体废物，长期以来面临着"产生强度高、综合利用率低、历史堆存量大、环 境风险隐患突出"的严峻局面。生态环境部固体废物与化学品管理技术中心党委书记、主任李文强指 出："我国每年固体废物产生量巨大，历史堆存量多，且面临着产生强度高、流向 ...

上述技术研发团队与企业合作，在煤化工领域开展了硫化氢消除与资源化利用的工业示范项目。其主要包含四个方面的技术创新:离场电催化全分解硫化氢 制氢和硫磺技术；高效率、高稳定性的电化学池及系统；高转化率、高效分离的硫化氢氧化熔融一体反应系统；高品质硫磺和高纯氢气回收技术。 该工业示范项目建成国内外首套10万方/年离场电催化全分解硫化氢制氢和硫磺中试示范装置，装置以河南能源集团新乡中新化工20万吨/年甲醇装置中副产 的硫化氢为原料，采用撬装模块设计，由硫化氢氧化生产硫磺、质子还原产氢和电化学池三个主体单元构成。运行数据显示，装置连续运行超过1000小时， 实现了硫化氢的完全转化(尾气中硫化氢<1ppm)，产品硫磺纯度>99.95%、氢气纯度>99.999%。 据不完全统计，我国每年处理的硫化氢量约80亿立方米，全球范围内年处理量超过700亿立方米，潜在待处理量超过4万亿立方米。实现硫化氢的完全消除与 资源化利用，一直是天然气开采、炼油化工行业、煤化工等工业过程中长期面临的难题。 此次技术突破为硫化氢的完全消除与资源化利用提供了全新路径，最大程度处理硫化氢等污染排放物，有效保护生态环境，实现"制氢+硫磺"的双重资源化 ...

Core Insights - The company reported a significant increase in Q3 performance, with a quarterly revenue of 185 million yuan, representing a year-on-year growth of 94.96%, and a net profit of 49 million yuan, up 1322.74% year-on-year, contributing to a 61.87% increase in net profit for the first three quarters of 2025 [2][3] Revenue and Profit Performance - For the first three quarters of 2025, the company achieved a total revenue of 293 million yuan, a decrease of 2.39% year-on-year, while the net profit attributable to shareholders reached 46 million yuan, an increase of 61.87% [1][2] Project Contributions - Major projects completed and recognized in Q3, such as the Tonghai County Qiluhu Blue Algae Control Project (contract value of 70.8252 million yuan) and the Yixing Offshore Deep Well Algae Control Project (contract value of 53.4 million yuan), significantly boosted revenue [2][3] Order Backlog - As of the report date, the company had a robust order backlog of approximately 501 million yuan, including significant government procurement projects, which provides a strong foundation for future performance [3] Strategic Initiatives - The company is advancing its "Lake Ecological Hospital" model, transitioning from equipment supplier to a comprehensive service provider covering monitoring, diagnosis, governance, and operation [4] International Expansion - The company is exploring international opportunities, having engaged in technical exchanges with South Korean water treatment companies, which has laid the groundwork for future overseas business [4] Growth Forecast - Revenue projections for 2025-2027 are estimated at 524 million yuan, 649 million yuan, and 750 million yuan, with year-on-year growth rates of 16.81%, 24.00%, and 15.52% respectively, while net profits are expected to reach 95 million yuan, 116 million yuan, and 137 million yuan, with substantial growth rates [4]

Core Viewpoint - The implementation of the "reverse invoicing" policy in the resource recovery industry has significantly improved the business environment, facilitating smoother transactions and increasing the volume of recycled materials sold by individuals and companies [1][2][3]. Group 1: Policy Impact on Business - The "reverse invoicing" policy, effective from April 29, 2024, allows resource recovery enterprises to issue invoices to individual sellers of waste products, addressing the long-standing issue of "missing source invoices" [1][2]. - Following the policy's implementation, the volume of waste materials sold by individuals has increased by over 40%, as reported by a local recycler [1]. - As of June 2023, 13,300 resource recovery enterprises issued invoices totaling 515.2 billion yuan to 1.67 million individuals, with 5.11 million invoices issued [2]. Group 2: Industry Growth and Economic Benefits - The policy has supported the resource utilization and harmless treatment of waste materials, with companies like Guangxi Guiwu Recycling Co., Ltd. recovering approximately 8.6 million old appliances and issuing over 56 million yuan in invoices since the policy's implementation [2]. - The policy has encouraged more participation in waste recovery, with companies like Wuhu Chery Resource Technology Co., Ltd. reporting a 100% increase in the number of scrapped vehicles processed, reaching an estimated 20,000 units this year [3]. - The smooth invoicing process has reduced financial costs for companies, allowing them to allocate saved funds towards resource deep processing [2][3]. Group 3: Environmental and Economic Development - The "reverse invoicing" policy has facilitated the development of a circular economy, as seen in Ningbo Supply and Marketing Recycled Resources Technology Co., Ltd., which has produced over 45 million eco-bricks from construction waste since the policy's implementation, with sales of recycled materials increasing by over 58% [4]. - The policy has also led to a significant increase in the application for vehicle replacements and scrapping in Wuhu, driving approximately 2 billion yuan in automotive consumption [3]. Group 4: Compliance and Awareness - The implementation of the "reverse invoicing" policy has enhanced tax compliance awareness among individuals and companies in the resource recovery sector, allowing for direct transactions and reducing tax risks associated with intermediary purchases [5][6]. - Tax authorities have increased outreach efforts to educate individuals on the policy, resulting in over 150 individuals in Miluo registering as individual businesses and obtaining tax registration since the policy's rollout [6].

Core Viewpoint - Shanghai has made significant advancements in waste management through intelligent systems and community engagement, leading to improved waste classification and recycling rates. Group 1: Intelligent Waste Management - The introduction of smart garbage bins in Shanghai allows for automatic opening and monitoring, enhancing convenience for residents [1] - A comprehensive waste classification monitoring platform operates in real-time, tracking waste disposal and processing [1][2] - The city plans to establish at least 25 smart waste collection routes this year to facilitate easier waste disposal [2] Group 2: Resource Recovery and Waste Reduction - Shanghai has built 15 waste incineration facilities capable of processing 28,000 tons of waste daily, converting it into clean energy [3] - By the end of this year, the capacity for processing wet waste will increase to 11,000 tons per day, with total waste resource utilization capacity reaching 39,000 tons per day [3] Group 3: Green Living Initiatives - The city promotes a low-carbon lifestyle through a network of 15,000 service points and 198 transfer stations, integrating green practices into daily life [4] - Initiatives like the "Clean Plate Campaign" and significant reductions in packaging waste by e-commerce companies reflect the city's commitment to sustainability [4] - The success of Shanghai's waste management system is attributed to legal frameworks, comprehensive control measures, and high public awareness [4]

Core Viewpoint - The article emphasizes the importance of improving soil disposal capabilities and establishing a long-term governance mechanism for construction soil management in order to support the construction of a beautiful Hangzhou, in line with ecological civilization principles [1]. Group 1: Soil Disposal Management - The city is focusing on enhancing the operational management of soil disposal sites, ensuring compliance with operational standards, and addressing challenges related to soil transportation and safety [2]. - There is a push for the construction of remaining planned disposal sites to be completed on time and to quality standards [2]. - The city encourages enterprises to increase research and development of new technologies and products for resource utilization of soil, aiming to expand market applications and achieve economic, social, and ecological benefits [2]. Group 2: Digital Platform and Regulatory Framework - The construction of a regulatory service platform for engineering soil is being optimized continuously to enhance digital management efficiency across the entire process from source to disposal [2]. - A dynamic management system is being established to ensure traceability of soil sources and destinations, as well as accountability [2]. Group 3: Governance and Coordination - The city aims to create a governance system that integrates city-level coordination, local responsibility, departmental collaboration, and social participation to improve soil disposal efficiency [3]. - There is a focus on enhancing emergency response execution rates and ensuring the orderly progress of major projects [3]. - A long-term mechanism for effective regulation and enforcement is being developed to prevent illegal dumping and ensure compliance with disposal regulations [3].

Core Viewpoint - Wang Jianmin's entrepreneurial journey focuses on addressing the issue of straw burning, transforming agricultural waste into valuable resources through innovation and technology [1][2]. Group 1: Company Development - Wang Jianmin founded Shandong Zhiwo Machinery Equipment Co., Ltd., which has evolved into a diversified high-tech enterprise specializing in straw storage, fiber extraction, and the production of eco-friendly tableware [1]. - The company has developed a straw storage network covering an 800-kilometer radius, benefiting over 4,000 farmers and creating more than 2,000 jobs [2]. - The eco-friendly tableware produced by the company is made from renewable materials such as wheat, reed, and straw, which can fully decompose in 45 to 90 days under natural conditions [1]. Group 2: Technological Innovation - Over 16 years, the team has overcome multiple technical challenges in straw fiber extraction and molding processes, resulting in 41 authorized patents and over 10 industry papers [2]. - The dry-wet pressure hot-melt technology developed by the company has won multiple scientific and technological awards, filling a domestic technical gap in the pulp molding industry [2]. Group 3: Economic and Social Impact - The company's straw storage efforts generate over 30 million yuan in direct economic income for farmers annually, achieving a win-win situation for ecological and economic benefits [2]. - Wang Jianmin's initiatives have led to the creation of a five-year action plan aimed at promoting the industrialization of straw utilization across 30 counties, with a goal of creating 10,000 jobs [3].

Core Viewpoint - The company is focusing on strategic growth areas in the waste management sector, emphasizing value creation through resource utilization, energy efficiency, asset optimization, and international expansion [2]. Group 1: Business Strategy - The company is avoiding bidding for new projects in the high-investment, low-margin central and western regions, adhering to a prudent and practical development strategy [2]. - The company has established a strict project evaluation system to maintain a value investment approach, avoiding blind pursuit of scale expansion [2]. Group 2: Value Growth Points - Resource Utilization Upgrade: The company has achieved net profit from its slag resource utilization project and plans to add six new resource utilization projects in 2024, expected to generate significant incremental profits [2]. - Steam Supply Optimization: The steam supply business, priced at 150-200 RMB per ton, significantly enhances energy efficiency and yields higher returns compared to traditional power generation [2]. - Asset Revitalization: The company is actively participating in green certificate trading and VCS emission reduction project development, aligning with the "dual carbon" strategy to enhance its green low-carbon value and market competitiveness [2]. - Overseas Market Expansion: The company has established a foothold in Thailand and Vietnam, with plans to deepen its presence in Southeast Asia along the "Belt and Road" initiative [2].

Core Viewpoint - The company held an annual performance briefing for 2024 and the first quarter of 2025, discussing operational results and financial indicators with investors, emphasizing its strategic focus on resource recovery and international expansion [1][2]. Group 1: Company Strategy and Operations - The company has completed domestic capacity construction in its resource utilization segment and is focusing on enhancing the recovery systems for metals such as copper, lead, and nickel, while also developing capabilities for recovering precious metals [2][6]. - The company operates 13 waste incineration power generation projects with a total daily processing capacity of 11,000 tons, and 8 hazardous waste disposal projects with a capacity of 16.18 million tons per year [2]. - The company is implementing an internationalization strategy, targeting markets in Southeast Asia, Central Asia, Latin America, and Africa, leveraging over 30 years of experience in the domestic environmental protection sector [2][10]. Group 2: Financial Performance - In 2024, the company achieved a revenue of 14.5 billion yuan, a year-on-year increase of 37.04%, while the net profit attributable to shareholders was 482 million yuan, a decrease of 4.52% [7]. - For the first quarter of 2025, the company reported a revenue of 3.308 billion yuan, a year-on-year increase of 5.86%, and a net profit of 225 million yuan, an increase of 15.75% [7]. Group 3: Research and Development - The company has increased its R&D expenses significantly to enhance raw material processing efficiency and optimize smelting processes, focusing on smart monitoring systems and automation [4][13]. - The R&D investment is currently fully expensed, with no capitalized portion, reflecting a commitment to long-term operational stability and economic efficiency [13]. Group 4: Market Outlook and Industry Trends - The company anticipates growth driven by increasing demand for solid waste and hazardous waste disposal, supported by national policies promoting resource recycling and low-carbon development [12]. - The industry is expected to see accelerated integration of the supply chain, with companies pursuing mergers and acquisitions to enhance competitiveness and expand service offerings [12].

Core Viewpoint - The company, Sains Environmental Co., Ltd., focuses on heavy metal pollution prevention and control, reporting significant growth in revenue and net profit for the year 2024, with a net profit of 180,757,969.30 yuan, representing a year-on-year increase of 100.11% [36]. Company Overview - Sains aims to be a leader in heavy metal pollution prevention, offering services in waste acid, wastewater, and waste residue treatment, resource utilization, environmental remediation, and environmental consulting [7][8]. - The company operates a "three-in-one" business model that integrates comprehensive solutions, product sales, and operational services for heavy metal pollution control [18]. Financial Performance - For 2024, the company achieved a total revenue of 927,193,400 yuan, with a net profit of 180,758,000 yuan, marking a 14.69% increase in revenue and a 100.11% increase in net profit year-on-year [36]. - The proposed cash dividend distribution is 6.30 yuan per 10 shares, amounting to a total of 60,055,492.77 yuan, which represents 33.22% of the net profit attributable to shareholders [5]. Business Segments - The main business segments include: - **Comprehensive Solutions**: Providing full-process or stage services for heavy metal pollution treatment, including design, equipment manufacturing, and engineering [9]. - **Product Sales**: Selling specialized environmental agents, copper extractants, and integrated wastewater treatment equipment [10][11]. - **Operational Services**: Managing clients' environmental pollution control facilities, enhancing treatment quality, and reducing operational costs [16]. Industry Context - The heavy metal pollution prevention industry in China is still developing, characterized by a fragmented market with high entry barriers and strong policy-driven demand [23]. - The industry faces challenges such as high treatment costs, complex technology requirements, and the long-term nature of pollution remediation [24][25]. Technological Advancements - The company has developed new technologies for waste acid resource recovery and arsenic slag detoxification, which address significant industry challenges and enhance operational efficiency [31]. - Future trends indicate a shift towards standardized and modular environmental equipment, as well as the integration of IoT and digital technologies in operational management [34][35].