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大地海洋再启关联并购拓展业务 标的年赚5431万估值溢价超52%
Chang Jiang Shang Bao· 2025-06-05 23:31
Core Viewpoint - Company Dadi Ocean (301068.SZ) is initiating a new acquisition plan to purchase 100% equity of Zhejiang Huguo Waste Management Co., Ltd. for 135 million yuan, marking a significant move to enhance its business in the waste recycling and resource utilization market [1][2][3] Group 1: Acquisition Details - The acquisition will be funded through the company's own or self-raised funds amounting to 135 million yuan, and upon completion, Zhejiang Huguo will become a wholly-owned subsidiary of Dadi Ocean [1][3] - This transaction is classified as a related party transaction, as the shareholders involved are actual controllers of Dadi Ocean [3][5] - The previous acquisition attempt in 2022 was unsuccessful, with the valuation of Zhejiang Huguo at that time being 910 million yuan, which has significantly decreased to 135 million yuan in the current transaction [6][5] Group 2: Financial Performance - In 2024, Zhejiang Huguo is projected to achieve a revenue of 466 million yuan and a net profit of 54.31 million yuan, while Dadi Ocean expects a net profit of 85.97 million yuan, reflecting a year-on-year growth of 54.99% [2][9] - The acquisition is expected to enhance Dadi Ocean's profitability and integrate its business resources, thereby improving its overall industry chain [8][9] - Dadi Ocean's revenue for 2024 is anticipated to be 947 million yuan, showing a slight increase of 0.99% year-on-year [9] Group 3: Strategic Importance - The acquisition allows Dadi Ocean to enter the rapidly growing residential waste recycling market, expanding its operational scope beyond industrial solid waste disposal [8] - This move is part of Dadi Ocean's strategy to build a "waste-free city" operational service framework, creating new profit growth points and facilitating brand synergy [8] - The integration of Zhejiang Huguo is seen as a crucial step in enhancing the company's long-term development strategy [8]
生态环境部发布《2024中国生态环境状况公报》
Yang Shi Wang· 2025-06-05 02:39
Core Viewpoint - The 2024 China Ecological Environment Status Bulletin indicates continuous improvement in ecological environment quality and stable environmental safety across the country [1] Air Quality - The average concentration of PM2.5 in cities at or above the prefecture level reached 29.3 micrograms per cubic meter, a decrease of 2.7% from 2023 - The proportion of days with good air quality was 87.2%, an increase of 1.7 percentage points from 2023 - The proportion of heavily polluted days was 0.9%, a decrease of 0.7 percentage points from 2023 - The average PM2.5 concentrations in the Beijing-Tianjin-Hebei region, Yangtze River Delta, and Fenwei Plain decreased by 0.9%, 0.9%, and 4.8% respectively compared to 2023 [2] Surface Water Quality - The proportion of surface water quality in categories I to III was 90.4%, an increase of 1.0 percentage points from 2023 - The proportion of water quality in category V or worse was 0.6%, a decrease of 0.1 percentage points from 2023 - Among 210 key lakes and reservoirs, the proportion of those with good water quality was 77.1%, an increase of 2.5 percentage points from 2023 - The water quality in major river basins such as the Yangtze and Yellow Rivers remained stable at category II for several consecutive years [3] Marine Water Quality - The proportion of coastal waters meeting Class I standards in summer was 97.7%, a decrease of 0.2 percentage points from 2023 - The overall quality of nearshore marine waters remained stable, with 83.7% classified as good (Class I and II) [4] Soil Environment - The overall heavy metal content in key soil risk monitoring points showed a declining trend, indicating initial control over soil pollution - The safety utilization rate of contaminated arable land reached 92% - The rate of rural domestic sewage treatment exceeded 45% [5] Natural Ecology - The Ecological Quality Index (EQI) value was 59.95, indicating a "Category II" ecological quality, reflecting rich biodiversity and high coverage of natural ecosystems - The forest coverage rate exceeded 25% [6] Noise Environment - The daytime and nighttime compliance rates for noise environment in cities at or above the prefecture level were 95.8% and 88.2% respectively, with a slight decrease in daytime compliance [7] Nuclear and Radiation Safety - No significant nuclear or radiation incidents occurred, with the annual occurrence rate of radiation accidents remaining below one per ten thousand sources - The overall radiation environment quality was good [8] Climate Change Response - The proportion of coal consumption in total energy consumption was 53.2%, a decrease of 1.6 percentage points from 2023 - The share of clean energy sources in total energy consumption rose to 28.6%, an increase of 2.2 percentage points from 2023 - The cumulative transaction volume of carbon emission rights reached 630 million tons, with a total transaction value of 43.033 billion yuan [9] Solid Waste and New Pollutants Management - The construction of "waste-free cities" is being advanced, with 113+8 cities and regions accelerating the implementation of related tasks - New pollutant management initiatives are being launched in key river basins, focusing on specific pollutants and industries [10]