Core Viewpoint - The document outlines a comprehensive approach to enhance river protection and management, emphasizing flood disaster risk prevention and control [1] Group 1: Flood Risk Management - Strengthening the identification and assessment of flood disaster risks in river basins is essential [1] - Development of flood risk maps and zoning is necessary to guide population and industry relocation to lower-risk areas [1] - Urban development, industrial layout, and infrastructure construction must incorporate flood drainage channels and storage space [1] Group 2: Agricultural and Land Use Policies - There is a need to gradually phase out unstable farmland that affects flood safety while ensuring that provincial farmland protection tasks are not reduced [1] Group 3: Infrastructure and Resilience - Enhancing flood resistance capabilities in key sectors such as transportation, communication, water supply, and energy is critical [1] - A flood insurance system should be gradually implemented, focusing on high-risk flood areas [1] Group 4: Integrated Water Resource Management - The approach advocates for simultaneous drought and flood prevention and treatment, promoting the utilization of flood resources while ensuring flood safety [1]

Core Viewpoint - The company plans to raise up to 1 billion yuan through a private placement to enhance water supply capabilities and wastewater treatment projects, aligning with national "dual carbon" strategies and strengthening its position in the industrial water treatment sector [2][5]. Fundraising Details - The fundraising will target no more than 35 specific investors, including institutional investors and qualified individuals, with a maximum issuance of 122.6 million shares, accounting for 30% of the pre-issue total share capital [3]. - The funds will primarily be allocated to two major water treatment projects and to supplement working capital [3]. Project Summaries - The Kashgar City North Water Supply Enhancement and Wastewater Treatment Plant project will receive 800 million yuan, aimed at providing industrial water security for the Kashgar Economic Development Zone and improving regional wastewater treatment capacity, with post-project internal rates of return of 10.02% and 6.17% for the water supply and wastewater treatment projects, respectively [3][4]. - The Shanxi Zhongmei Pingshu Energy Chemical Company water treatment system optimization and zero discharge project will receive 100 million yuan, addressing local high hardness and alkalinity water issues, enhancing production safety, and promoting green transformation in the coal chemical industry [4]. Financial Impact - The fundraising will improve the company's equity structure, expand total assets and net assets, reduce the debt-to-asset ratio, and enhance financial stability [4]. - The economic benefits from the Kashgar and Shanxi projects are expected to gradually enhance the company's profitability and market presence in the medium to long term [4]. Strategic Alignment - The projects align with national policies promoting water resource recycling in industrial sectors, with the company being a recognized high-tech enterprise with significant technological barriers [5][6]. - The Kashgar project responds to local government initiatives for wastewater reuse, while the Shanxi project targets high-salinity wastewater treatment challenges, indicating strong market demand and growth potential [6]. Expansion into Mining Sector - The fundraising is also a strategic move to support the company's expansion into the non-ferrous mining sector, particularly in lithium extraction from salt lakes, with projected revenue of 242 million yuan from lithium business in 2024 [7]. - The company has secured exploration rights for copper mines in Xinjiang, creating synergies between lithium extraction and associated mineral development [7].

Group 1 - The core viewpoint highlights the impressive achievements of the Fangyang Water Plant in Lianyungang, which has reached a wastewater reuse rate of 70%, setting a benchmark in the industry for wastewater resource utilization [1] - The Lianyungang Petrochemical Industry Alliance Party Committee plays a crucial role in supporting enterprises like Jiangsu Fangyang Water Co., helping them secure national energy-saving and carbon reduction funds, thereby promoting the implementation of green projects [1] - The city has been actively exploring new paths for strengthening, supplementing, and extending the industrial chain through party-building initiatives, integrating organizational construction and service support into the industrial chain [1] Group 2 - Lianyungang is focused on building a high-quality service chain along the industrial chain, with the successful approval of the 1 million tons/year waste oil fat conversion to biomass energy project by Jiaao New Energy Co., marking it as a national green low-carbon advanced technology demonstration project [2] - The city has been designated as a SAF export pilot zone, facilitating the first domestic company to be included in the "exporter whitelist," indicating a significant advancement in China's SAF export channel [2] - A service team consisting of 98 units has been established to provide policy, legal, financial, and technological support to enterprises, enhancing the overall service quality and addressing practical challenges faced by companies [2] Group 3 - The Lianyungang Petrochemical Industry Alliance Party Committee has successfully integrated upstream and downstream resources to create a collaborative industrial ecosystem, promoting mutual development among various stakeholders [3] - The committee aims to continue focusing on strengthening, supplementing, and extending the industrial chain by leveraging the advantages of "chain master" enterprises and facilitating project cooperation [3] - The goal is to enhance the overall quality of the petrochemical industry in Lianyungang, driving related industries to thrive and contributing to high-quality development [3]

水利部：今明年建设项目可新增非常规水利用能力超3亿立方米/年 智通财经6月6日电，据水利部消息，为推进污水资源化利用、实现绿色低碳发展的要求，水利部围绕缺 水地区、水环境敏感地区、水生态脆弱地区，以2025-2026年为周期，组织实施全国非常规水开发利用 项目。其中，2025年实施建设项目20个，预期可实现新增非常规水利用能力1.2亿立方米/年。水利部表 示，两年项目实施后，预期可新增非常规水利用能力超3亿立方米/年，辐射带动区域非常规水开发利 用，推动实现我国2025年非常规水利用量超过230亿立方米目标，逐渐缓解京津冀、黄河流域、长江经 济带等国家区域重大战略承载区水资源供需矛盾，改善区域水生态状况，提升水环境质量。 ...

水利部深入贯彻落实党中央、国务院关于推进 污水资源化利用、实现 绿色低碳发展的要求，围绕缺水 地区、水环境敏感地区、水生态脆弱地区，以2025—2026年为周期，组织实施全国非常规水开发利用项 目，强化我国水安全保障。其中，2025年实施建设项目20个，预期可实现新增非常规水利用能力1.2亿 立方米/年。 ...

金融界2025年4月5日消息，国家知识产权局信息显示，中国石油化工股份有限公司取得一项名为"一种 处理双氧水纯化废水的系统"的专利，授权公告号CN 222715306 U，申请日期为2024年4月。 天眼查资料显示，中国石油化工股份有限公司，成立于2000年，位于北京市，是一家以从事石油、煤炭 及其他燃料加工业为主的企业。企业注册资本12173968.9893万人民币，实缴资本8063382.8289万人民 币。通过天眼查大数据分析，中国石油化工股份有限公司共对外投资了270家企业，参与招投标项目 5000次，财产线索方面有商标信息45条，专利信息5000条，此外企业还拥有行政许可39个。 专利摘要显示，本申请涉及污水处理及水煤浆气化技术领域，提供一种处理双氧水纯化废水的系统，包 括：甲醇精馏塔、HDP废水冷却器、HDP废水中和罐、混合废水配制罐、原煤仓、磨煤机、煤浆槽和气 化炉，甲醇精馏塔与HDP废水冷却器连接，HDP废水冷却器冷与HDP废水中和罐连接，HDP废水中和 罐连接有NaOH溶液供给装置，HDP废水中和罐与混合废水配制罐连接，混合废水配制罐连接有苯萃取 残液供给装置和氮气供给装置，添加剂供给装置、 ...

证券研究报告 | 行业周报 gszqdatemark 2025 03 03 年 月 日 环保 银行保险迎绿色金融，低碳发展迎新节点 方案引导银行业大力发展绿色金融，意见强调农村生活污水利用六大要 点。1. 2 月 27 日，国家金融监督管理总局办公厅、中国人民银行办公厅 联合发布关于印发《银行业保险业绿色金融高质量发展实施方案》的通知。 通知指出，银行业保险业要在推进中国绿色金融高质量发展，推动经济社 会绿色发展全面转型关键期做出应用贡献，具体内容包括：改组自身资产 组合以适应碳中和发展，加强对重点领域行业金融支持，完善绿色金融服 务体系等。该《方案》有利于提升绿色金融服务质效，促进经济社会发展 全面绿色转型。2. 2 月 19 日，山东省印发关于进一步推进农村生活污水 资源化利用的指导意见（征求意见稿）》，该《意见》旨在推动当地生活 污水资源化利用落实，在治理过程中尊重农民意见，同时建立合格有效， 迅速反应的评估和反馈机制。为助力美丽乡村建设，推进乡村全面振兴作 出了重要的指导。 当周碳交易行情：本周（2.24-2.28）全国碳市场综合价格行情为：最高价 91.87 元/吨，最低价 89.37 元/吨，收盘 ...