2025年12月19日，贵州省贵阳市观山湖区检察院检察官随机抽查餐饮企业的餐厨垃圾规范交运台账。 2025年初，观山湖区检察院接到线索：有人在深夜用某火锅店门前的餐厨垃圾非法沥油，油污直接倒入 雨水箅子，导致路面污染、气味难闻。经走访了解，检察官发现这家火锅店未按规定将餐厨垃圾交由有 资质的公司处理，而是交由相关个人处置，相关个人未及时处置而给非法沥油提供了机会。 "固体废物污染环境防治法明确规定，产生、收集厨余垃圾的单位和其他生产经营者，应当将厨余垃圾 交由具备相应资质条件的单位进行无害化处理。如果任由无资质的公司和个人处理，这不仅造成环境污 染，更埋下了'地沟油'回流餐桌的严重隐患。"办案检察官林江介绍道。 曾经堵塞的雨水箅子干干净净，沿街摆放的餐厨垃圾桶整齐划一，垃圾桶上面清晰地印着餐厨垃圾收运 公司的标识，一名餐饮店老板正将一桶废弃油脂熟练地交给收运员……2025年12月19日，贵州省贵阳市 观山湖区检察院对该院办理的一起推动餐厨垃圾规范交运行政公益诉讼案开展第二次"回头看"，邀请区 人大代表、政协委员、人民监督员及"益心为公"志愿者，一起对随机抽查的2家餐饮企业餐厨垃圾规范 交运情况进行现场核查和听 ...

全面排查 同时，通过张贴"致辖区居民的一封信"、入户宣传、横幅标语、村广播、宣传单等方式，面向48个村 (社区)进行全覆盖宣传，使居民了解散煤替代的重要意义，提高环保意识。 此举旨在切实减少燃煤污染，坚决打赢蓝天保卫战，实现铁西百姓对蓝天白云的美好期盼。 建立网格 提早谋划、提早部署、提早行动，铁西区市场监督管理局牵头，联合街道对居民散煤替代进行全面摸底 排查，重点对需进行散煤替代的居民户数、使用量等情况进行登记。经调查，铁西区9个街道辖区48个 村(社区)，2881户需进行居民散煤替代。 7日记者由沈阳市铁西区获悉，该区居民散煤替代工作于8月25日正式启动，截至9月6日，累计实现居民 散煤替代1895户、1196.625吨，完成比例65.78%，在全市5个"大体量区"中排名第一。 定期督导 自散煤治理工作实施以来，铁西各村(社区)干部迅速行动，实行一天一汇总、一天一通报制度，建立了 居民散煤替代治理领导小组微信群，对各个村(社区)替代数量和替代进度进行通报，充分调动村(社区) 干部工作的主动性和积极性。 通过耐心细致的工作，大青街道小青村成为全市第一个完成居民散煤替代工作任务村。大青街道办事处 主任崔明珠说 ...

01 行业困境，异味问题如何成为企业的"不定时炸弹" 环保投入持续增加，但异味问题依旧频发，这背后是许多企业主面临的共同困境。 近年来，石化、制药、污水处理等行业的VOCs（挥发性有机物）治理已成为"刚性需求"。一项最新数据显示，2025年中国VOCs治理市场已占全球40%份 额。 但与此同时，许多企业发现，虽然增加了环保预算，但效果并不理想。传统除臭方法如**掩蔽剂仅能用更强烈的气味覆盖异味**，治标不治本；热氧化法虽 能处理异味但能耗巨大。 这种"治理反复、投入不见效"的现象，不仅增加了企业的运营成本，更可能让企业面临环保处罚，甚至影响企业声誉和社区关系。 02 市场变革，从掩盖到分解的技术路线演进 工业除臭剂市场正经历一场从"掩盖式"到"分子级分解"的技术革命。根据市场研究报告，2025年全球工业除臭剂市场将持续增长，其中中国市场表现尤为亮 眼。 一家化工厂因异味问题接到的居民投诉在一周内激增数倍，罚款金额更是达到首次的三倍，这已成为2025年许多制造企业面临的真实困境。 随着环保标准不断收紧，工业除臭已从生产环节的可选项，变成了事关企业合规运营的**生存必答题**。选对合作伙伴，不仅能解决环保难题，更 ...

该改造项目正式投运后，将显著提升企业油泥防渗和污水处理能力，有效降低污染物泄漏与排放风险， 进一步夯实公司环保治理体系，为区域生态环境保护筑牢安全屏障。 中化新网讯 11月26日，中国石化沧州炼化污水处理装置隔油池浮选池一体化改造项目为期1周的试运顺 利完成，各项运行监测数据均达到设计要求。 此前，该公司原有污水处理装置防渗系统已难以满足新标准下的环保要求，污水防渗处理环节成为制约 企业绿色发展的瓶颈。为解决这一难题，该公司专项工作组统筹规划，新建隔油池、浮选池一体化装 置，用以替代原有的隔油池、浮选池、加药间、过滤罐及挥发性有机物（VOCs）碱罐区等一系列设 施，旨在从根本上提升污水和油泥的收集、处理及防渗能力。 施工过程中，项目团队针对传统含油墙体拆除后需按危险废物处理，成本高且环境风险大的痛点，成功 应用先进的喷砂技术对油泥进行高效清理，并同步配套水处理技术，对施工过程中产生的污油水进行净 化回用。该工艺不仅实现了污染物的源头控制和资源化循环利用，彻底改变了以往高成本、高污染的处 理模式，还成功节约项目投资100余万元，实现了环保效益与经济效益的双赢。 ...

Summary of Zhihua Co. Conference Call Company Overview - **Company**: Zhihua Co. - **Industry**: Chromium production and related chemical compounds Key Points Environmental Approval and Expansion - Zhihua Co. received environmental assessment approval for its sodium dichromate project from the Chongqing Environmental Protection Bureau, marking the first new hexavalent chromium production facility approved since the decentralization of environmental authority in 2016, indicating regulatory recognition of the company's environmental management capabilities and enhancing industry standards [2][5][6] Production and Market Dynamics - The company plans to accelerate the expansion of its metallic chromium production, aiming to increase output from 260,000 tons in 2024 to 290,000 tons in 2025, and further to 330,000 tons in 2026, with a potential maximum capacity of 480,000 tons by 2028 [4][21] - The domestic chromium compound market is highly concentrated, with Zhihua Co. holding over 50% market share, while the metallic chromium market is less concentrated, primarily dominated by Zhihua Co. and CITIC Jinzhou Metal, which together account for less than half of the domestic market [2][15] Pricing and Sales Trends - Recent price increases for key products: metallic chromium prices rose approximately 19,000 CNY per ton since September, while chromium oxide prices increased by 6,000 to 7,000 CNY per ton [3] - The company expects fourth-quarter sales of metallic chromium to be the highest of the year, with price increases contributing to revenue in early 2026 [25][27] Government Support and Compensation - The relocation and expansion project in Chongqing will receive government compensation, structured in two agreements: one for land and buildings, and another for equipment relocation, with expectations of 45% compensation before construction and 50% during the process [9][10] International Trade and Tariffs - The U.S. imposed a 48% tariff on Chinese metallic chromium, leading to a decline in imports in the first nine months of the year, with potential future collaborations with European firms to establish local production facilities in the U.S. to mitigate tariff impacts [2][16] Future Market Opportunities - The company aims to leverage its position as a leading global supplier of chromium compounds to expand into overseas markets, particularly in response to increasing demand in Europe and the U.S. [4][18] - The company is also exploring growth in the vitamin K3 sector, where it holds a significant share of global production capacity [24] Production Capacity and Strategy - The company plans to optimize its product mix to adapt to market demand changes, with a focus on increasing production of metallic chromium and related compounds [22] - The strategy includes maintaining a balance between domestic and international sales, with a priority on fulfilling domestic demand before expanding overseas [19][23] Conclusion - Zhihua Co. is positioned for growth through regulatory approvals, strategic expansions, and market adaptations, with a strong focus on environmental compliance and international market opportunities. The company anticipates significant increases in production and sales, driven by both domestic demand and potential international collaborations.

Core Insights - The dust filter bag industry in China is experiencing steady growth, driven by increasing industrial pollution control and air quality improvement policies, with market size projected to grow from 3.986 billion yuan in 2015 to 11.865 billion yuan in 2024, representing a compound annual growth rate (CAGR) of 12.88% [1][8] - The global dust filter bag market is also expanding, with market size expected to rise from 3.2 billion USD in 2015 to 6.8 billion USD in 2024, reflecting a CAGR of 8.74% [8] Industry Overview - Dust filter bags are essential components in industrial dust removal, made from high-temperature and corrosion-resistant fibers, achieving a dust removal efficiency of up to 98.99% [3][8] - The industry has evolved through four stages: initial awareness in the early 20th century, widespread adoption in the 1950s-60s, rapid development from the 1980s to early 21st century, and modern applications since the 21st century [5][6] Market Dynamics - The dust filter bag market is expected to continue growing due to ongoing ultra-low emission transformations in key industries such as steel, cement, and electricity, as well as the release of environmental governance demands in non-electric sectors [1][8] - The upstream supply chain includes raw materials like cellulose, polyester, and polypropylene, while the downstream applications span various industries including power, steel, cement, and chemicals [6] Competitive Landscape - The Chinese dust filter bag industry features numerous players with relatively low market concentration, including key companies like Jiangsu Dongfang Filter Bag Co., Ltd., Zhejiang Yanpai Filter Technology Co., Ltd., and Xiamen Zhongchuang Environmental Protection Technology Co., Ltd. [2][9] - Despite some leading companies having advantages in brand influence and technology, the market remains fragmented with many small to medium-sized enterprises participating [9] Future Trends - The industry is expected to focus on high efficiency, with advancements in filter materials and the integration of IoT technology for predictive maintenance [12] - Environmental considerations are shifting towards a lifecycle approach, emphasizing the use of green materials and the development of multifunctional filter bags [13] - Economic strategies will prioritize lifecycle cost reduction through technological innovation rather than mere price competition, with a shift towards service-based business models [15]

Group 1 - The core viewpoint of the article highlights that China Petroleum & Chemical Corporation (Sinopec) Chuanwei Chemical has been recognized as a "Green Factory" by Chongqing City for its outstanding performance in energy conservation, green low-carbon initiatives, and environmental governance [1][2] Group 2 - In terms of energy conservation, Chuanwei Chemical has eliminated high-energy consumption and inefficient production capacity, optimized process parameters, and promoted high-efficiency energy-saving equipment, significantly reducing energy consumption per unit of product [1] - The company has established a refined energy management system for real-time monitoring and dynamic adjustment of energy consumption, enhancing energy utilization through technologies such as energy cascading utilization and waste heat recovery [1] Group 3 - Regarding green low-carbon initiatives, Chuanwei Chemical has released a "Carbon Peak Action Plan before 2030," outlining key tasks and forming a carbon emission management expert team to ensure a continuous decline in total carbon emissions and intensity [1] - The company actively participates in national and Chongqing carbon market trading and has launched the "Ten Thousand Stations Sunlight" initiative, constructing distributed photovoltaic power generation projects [1] Group 4 - In environmental governance, Chuanwei Chemical has established a professional environmental management team, focusing on both "source prevention + end treatment" and continuously promoting the construction of "waste-free factories" and "odor-free factories" [2] - The company has upgraded its wastewater treatment facilities and completed ultra-low emission transformations for coal-fired boilers, while also building a 110,000 cubic meter water risk prevention system [2] - Chuanwei Chemical has implemented the recycling of waste sulfuric acid to reduce high-concentration methanol wastewater at the source and has constructed the Sinopec Southwest hazardous waste disposal center to enhance its green supply chain [2]

Group 1 - The core viewpoint emphasizes the commitment of Weinan City to improve air quality through concrete actions and technological advancements, showcasing a significant reduction in pollution levels and an increase in good air quality days [2][10] - In 2024, Weinan's urban air quality index reached 4.541, with 118 good air quality days recorded by June 30, an increase of 9 days year-on-year, and a notable decrease in six pollutants [2][4] - The implementation of an upgraded environmental access control system at enterprises has effectively reduced emissions from vehicles, with 193 companies completing the system installation and 94 connected to the city-level monitoring platform [3][4] Group 2 - Weinan City has established 119 air monitoring stations, achieving full coverage, and has utilized advanced technologies such as satellite remote sensing and radar for effective pollution control [4][8] - The city has seen a 5.2% improvement in average ozone concentration, with a reduction of 12 days of ozone exceedance during the summer prevention period [4][8] - The promotion of straw utilization in agriculture has transformed waste into economic benefits, processing over 30,000 tons of straw annually and creating job opportunities for over 3,000 local women [6][7] Group 3 - Weinan's industrial and energy sectors are undergoing a green transformation, with 26 national and provincial-level green factories established, and a significant reduction in coal consumption by 152.7 million tons [8][9] - The city has implemented energy-saving renovations in 18 enterprises, with 10 achieving energy efficiency certification, and has eliminated 2,244 old diesel trucks, achieving 93.34% of its target [8][9] - The transition from administrative-driven pollution control to a more participatory approach has increased public awareness and involvement in environmental governance [10][11]

Financial Performance - In the first half of 2025, the company reported operating revenue of 1.032 billion yuan, a year-on-year decrease of 10.44% [1] - The net profit attributable to shareholders was 191 million yuan, an increase of 50.03% year-on-year [1] - The net profit after deducting non-recurring gains and losses was 184 million yuan, reflecting a year-on-year growth of 56.29% [1] - Basic earnings per share were 0.23 yuan [1] Profitability Metrics - The gross profit margin for the first half of 2025 was 30.32%, up by 6.74 percentage points year-on-year [1] - The net profit margin was 18.55%, an increase of 7.73 percentage points compared to the same period last year [1] Expense Management - Total operating expenses for the first half of the year were 102 million yuan, a decrease of 21.23 million yuan compared to the previous year [1] - The expense ratio was 9.90%, down by 0.81 percentage points year-on-year [1] - Sales expenses decreased by 2.90%, management expenses decreased by 4.31%, R&D expenses decreased by 26.05%, and financial expenses decreased by 69.51% [1] Executive Compensation - The chairman, Xu Yuansheng, received a salary of 980,000 yuan in 2024, while the president, Xu Ran, earned 1.38 million yuan [3] - Xu Yuansheng has a background in various leadership roles within the company and related entities [3] Company Overview - The company achieved operating revenue of 2.789 billion yuan in 2024, a slight decrease of 0.23% year-on-year [5] - The net profit attributable to shareholders was 377 million yuan, reflecting a year-on-year increase of 10.86% [5] - The company specializes in manufacturing industrial waste heat boilers, large and special material pressure vessels, and nuclear safety equipment, as well as environmental remediation services [5]

Core Viewpoint - The report outlines the ongoing public offering of shares by China Shipbuilding (Handan) Peric Special Gas Co., Ltd., detailing the issuance of 79,411,765 shares at a price of 36.15 RMB per share, raising a total of approximately 2.87 billion RMB. The report also emphasizes the continuous supervision and compliance measures undertaken by the sponsor, CITIC Securities, during the listing process [1]. Continuous Supervision Work - The sponsor has established and effectively implemented a continuous supervision work system, ensuring compliance with regulations [3]. - A continuous supervision agreement was signed between the sponsor and the company, clarifying rights and obligations during the supervision period [3]. - The sponsor conducts ongoing supervision through regular communication, site visits, and due diligence [3][4]. Financial Performance - For the first half of 2024, the company reported operating revenue of approximately 1.04 billion RMB, a 12.60% increase compared to the previous year [10]. - The net profit attributable to shareholders was approximately 196.18 million RMB, reflecting a decrease of 4.77% [10]. - The company's total assets reached approximately 6.57 billion RMB, an increase of 3.93% [10]. Core Competitiveness - The company focuses on technological innovation and has established a strong R&D team, with 138 dedicated R&D personnel, accounting for over 16% of the workforce [11]. - The company holds 174 invention patents and 161 utility model patents, showcasing its commitment to innovation [11]. - The company has developed advanced core technologies in various processes, with seven technologies at an international leading level [11]. Risk Factors - The company faces core competitiveness risks due to the rapid technological advancements in the semiconductor industry, necessitating continuous R&D investment [6]. - Operational risks are present as the company’s products are critical to high-end manufacturing, and any quality issues could lead to significant customer complaints and financial liabilities [6]. - Financial risks are highlighted due to the capital-intensive nature of the industry, with fixed assets accounting for 37.83% of total assets [7]. Compliance and Governance - The company has maintained compliance with relevant regulations and has not encountered any major violations during the supervision period [4][8]. - The governance structure has been refined to ensure clear responsibilities among the board and management, aligning with modern corporate governance practices [12]. Market Position and Client Base - The company has established a diverse client base, including major players in the semiconductor and display panel industries, enhancing its market position [13]. - The company has entered the supply chain for advanced 3nm process nodes, indicating its capability to meet high industry standards [13]. Use of Raised Funds - As of June 30, 2025, the company has maintained compliance in the use of raised funds, with a balance of approximately 2.15 billion RMB in the dedicated account [17].