广东联泰环保股份有限公司 二〇二五年六月 广东联泰环保股份有限公司 2024 年年度股东大会会议资料 广东联泰环保股份有限公司 为维护全体股东的合法权益，确保股东大会会议秩序和议事效率，保证大会的顺利进行， 根据中国证券监督管理委员会发布的《上市公司股东大会议事规则》《广东联泰环保股份有 限公司章程》（以下简称" 《公司章程》"）等有关规定，特制定本须知： 一、董事会以维护全体股东的合法权益、维持大会正常秩序和提高议事效率为原则，认 真履行《公司章程》规定的职责，做好召集、召开股东大会的各项工作。 二、为保证本次大会的严肃性和正常秩序，请出席大会的股东或股东代理人（以下统称 "股东"）及相关人员准时到达会场签到确认参会资格。 三、请参会人员自觉遵守会场秩序，尊重其他股东的合法权益。进入会场后，请关闭手 机或调至振动状态。 四、股东参加股东大会依法享有发言权、表决权等权利。股东要求在股东大会现场会议 上发言，应在签到时在发言登记处进行登记。大会主持人根据发言登记处提供的名单和顺序 安排发言。未经登记的股东临时要求发言或提问应举手示意，并按大会主持人的安排进行， 发言时需说明股东名称及所持股份总数。股东发言主题应 ...

证券代码：601669 股票简称：中国电建 公告编号：临 2025-034 中国电力建设股份有限公司 2025 年 1 月至 5 月主要经营情况公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 现将中国电力建设股份有限公司2025年1月至5月主要经营情况公布如下，供投 资者参阅。 一、按业务类型统计 | 业务类型 | 新签项目数量（个） | 新签合同金额 | 同比增减 | | --- | --- | --- | --- | | 能源电力 | 2408 | 3012.48 | 4.44% | | 水电 | 488 | 653.87 | 60.66% | | 其中：抽水蓄能 | 238 | 256.51 | 4.63% | | 风电 | 531 | 1018.01 | 67.33% | | 太阳能发电 | 482 | 854.81 | -32.61% | | 火电 | 224 | 146.99 | -62.28% | | 新型储能 | 65 | 107.50 | / | | 其他 | 618 | 231.30 | / | | ...

16日当天，佛祖岭、高新六路供水加压站的光伏板发电量达13800度。"16日，武汉水务环境科技有限公司项目事业部现场业主代表石 磊介绍，这是武汉首次在供水加压站"加盖"光伏发电设备。 供水加压站建起光伏电站。武汉水务环境科技有限公司 供图 经过精密测算，技术人员在该公司负责运营的佛祖岭、高新六路两座供水加压站的屋顶上，分别铺设了7600、7500平方米共计15100 平方米蓝色光伏矩阵，建成总装机容量2050千瓦的分布式光伏系统。 自6月4日正式并网发电以来，截至15日累计发电量分别超过7.5万度，预计年发电量可达206万度。 公司负责人向记者介绍，针对光伏板积灰影响发电效率的行业难题，该项目创新采用"防积灰"设计。特制的无边框光伏板让灰尘更易 被雨水冲刷，实现自然降水条件下的"动态自清洁"，平均发电增益达到2.04%，最高增益可达6%，有效提升系统发电效率，同步降低后期 运维频次及清洁成本。 同时，项目引入智能监控云平台，实时追踪发电效率、设备状态等18项关键参数，实现精准运维。 作为用电大户，这两座加压站的年用电量约850万—950万度。如今光伏发电优先满足站内用电需求，每年可减少约15%外购电量。另 一 ...

证券研究报告 | 2025年06月17日 公用环保 202506 第 3 期 优于大市 国家能源局开展能源领域氢能试点工作，广东省印发《全域"无废城市"建设工 作方案》 市场回顾：本周沪深 300 指数下跌 0.25%，公用事业指数上涨 0.26%，环 保指数下跌 1.19%，周相对收益率分别为 0.52%和-0.94%。申万 31 个一 级行业分类板块中，公用事业及环保涨幅处于第 10 和第 22 名。分板块 看，电力板块子板块中，火电上涨 0.83%；水电上涨 1.03%，新能源发 电下跌 0.22%；水务板块下跌 1.00%；燃气板块上涨 0.42%；检测服务板 块上涨 0.96%。 重要事件：国家能源局开展能源领域氢能试点工作。文件明确试点方向包 括：规模化制氢及一体化在风、光、水电、核电、生物质资源丰富地区， 开展规模化可 再生能源制氢、核电制氢项目建设，并适应风电、光伏 等波动特性。 下游可一体化耦合氨、醇、航煤、炼化等场景。配套可 再生能源项目上网电量比例不超过 20%，原则上不占用系统调节资源， 制氢电解槽装机规模不低于 100 兆瓦（或气化产能不低于 20000 标方/ 时），电解槽运行负荷 ...

证券研究报告 | 2025年06月17日 公用环保 202506 第 3 期 优于大市 国家能源局开展能源领域氢能试点工作，广东省印发《全域"无废城市"建设工 作方案》 市场回顾：本周沪深 300 指数下跌 0.25%，公用事业指数上涨 0.26%，环 保指数下跌 1.19%，周相对收益率分别为 0.52%和-0.94%。申万 31 个一 级行业分类板块中，公用事业及环保涨幅处于第 10 和第 22 名。分板块 看，电力板块子板块中，火电上涨 0.83%；水电上涨 1.03%，新能源发 电下跌 0.22%；水务板块下跌 1.00%；燃气板块上涨 0.42%；检测服务板 块上涨 0.96%。 重要事件：国家能源局开展能源领域氢能试点工作。文件明确试点方向包 括：规模化制氢及一体化在风、光、水电、核电、生物质资源丰富地区， 开展规模化可 再生能源制氢、核电制氢项目建设，并适应风电、光伏 等波动特性。 下游可一体化耦合氨、醇、航煤、炼化等场景。配套可 再生能源项目上网电量比例不超过 20%，原则上不占用系统调节资源， 制氢电解槽装机规模不低于 100 兆瓦（或气化产能不低于 20000 标方/ 时），电解槽运行负荷 ...

根据市场公开信息及6月16日披露的机构调研信息，知名私募古曲投资近期对1家上市公司进行了调研， 相关名单如下： 机构简介： 上海古曲投资管理有限公司办公室地址位于中国第一大城市,中国的经济,金融中心上海,上海上海市浦东 新区金藏路258号5号楼615室,于2014-08-15在上海工商局注册成立,在公司发展壮大的3年里,我们始终为 客户提供最好的产品,良好的技术支持,健全的售后服务,我公司主要经营投资,我们有最好的产品和专业的 销售和技术团队,,我公司是上海投资与资产管理业黄页行业内知名企业,如果您对我公司的产品服务有兴 趣,期待您在线留言或者来电咨询 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 1）宁水集团 （古曲投资参与公司特定对象调研） 调研纪要：宁水集团近年来在传统水计量业务基础上拓展智慧水务解决方案，以提升市占率和创造更多 业绩增长点。2024年海外业务营收约2.81亿元，占总营收18.72%，主要通过经销渠道，产品以机械表为 主，部分地区智能表有突破。美国业务占比约1.6%，关税政策影响有限。受房地产下行、地方财政影 ...

Core Points - Jiangnan Water Co., Ltd. announced a cash dividend of CNY 0.11 per share for its A-shares, totaling CNY 102,873,132.12 to be distributed to shareholders [1][2][5] - The dividend distribution was approved at the annual general meeting held on May 15, 2025, and the key dates for the dividend process include the record date on June 20, 2025, and the ex-dividend date on June 23, 2025 [1][2] - The company will not implement any differential dividend distribution or capital increase through bonus shares [1] Dividend Distribution Details - The cash dividend will be distributed based on a total share capital of 935,210,292 shares, with the payment being made to shareholders registered with China Securities Depository and Clearing Corporation Limited, Shanghai Branch [1][2] - For individual shareholders holding shares for more than one year, the cash dividend is exempt from personal income tax, while those holding for one year or less will have tax withheld upon stock transfer [2][3] - For qualified foreign institutional investors (QFIIs), a 10% corporate income tax will be withheld, resulting in a net cash dividend of CNY 0.099 per share [4] Taxation Information - Shareholders holding shares for less than one month will incur a 20% tax on their dividend income, while those holding for one month to one year will have a 10% tax [3][4] - Hong Kong investors will also receive a net cash dividend of CNY 0.099 per share after a 10% tax withholding, with provisions for tax treaty benefits available [4]

Investment Rating - The report maintains a "Positive" investment rating for the municipal environmental protection sector [4]. Core Viewpoints - The industry is entering a period of stock operation with significant capital expenditure reduction, leading to positive free cash flow for companies. By the end of 2023, the national urban domestic waste harmless treatment rate reached 99.98%, and the water supply coverage rates for cities, counties, and rural areas were 99.4%, 98.3%, and 87.5% respectively, indicating a balanced urban water supply capacity [5][4]. - The decline in Hong Kong interest rates is expected to lead to a revaluation of dividend assets, particularly in public utilities such as electricity and municipal environmental protection [5][4]. - The report suggests focusing on public utility assets based on cash flow improvement expectations, dividend performance, and dividend yield as screening criteria, recommending companies such as China Everbright International, Tianjin Chuangye Environmental Protection, and others [5][4]. Summary by Sections Industry Performance - The report highlights the stable profitability of waste incineration power generation and water companies, which follow a permitted return model. The average reasonable profit level for water supply companies has been set at a net asset return rate of 8-10% since 1998 [5][4]. Cash Flow and Dividend Insights - Companies in the waste incineration and water sectors are expected to see improved cash flow as they transition to positive free cash flow. The report notes that historical issues with high accounts receivable are being addressed, with local government debt resolution expected to accelerate accounts receivable collection in 2024 [5][4]. Recommendations - The report recommends several companies based on their dividend rates and expected yields for 2025, including: - China Everbright International: projected dividend yield of 5.9% - Green Power Environmental: projected H-share dividend yield of 8.4% - Beikong Water Group: projected dividend yield of 6.8% - Guangdong Investment: projected dividend yield of 6.4% - Tianjin Chuangye Environmental Protection: projected H-share dividend yield of 5.6% [5][4].

Investment Rating - The report maintains an "Increase" rating for the environmental protection industry [1] Core Viewpoints - The environmental protection industry is experiencing a cash flow turning point, particularly in the waste disposal sector, which is expected to increase dividends and improve return on equity (ROE) through heat supply and IDC expansion [1][11] - The report highlights the importance of decreasing capital expenditures leading to improved free cash flow and dividend potential, as the industry matures [11][12] - The report emphasizes the growth potential in waste incineration and the water service sector, driven by policy reforms and operational efficiencies [15][17] Summary by Sections Industry Trends - The environmental protection sector is seeing a significant increase in the sales of new energy sanitation vehicles, with a 73% year-on-year growth in the first four months of 2025, and a penetration rate of 14.55% [25] - The report notes that the average profit margin for waste disposal operations is 47.38%, with a return on equity (ROE) of 7.92%, indicating strong operational efficiency [9] Key Recommendations - The report recommends several companies for investment, including Conch Venture, Huaneng Environment, Green Power, and Yongxing Shares, among others, due to their strong cash flow and dividend potential [5][10] - It suggests focusing on companies with high dividend potential, such as Junxin Shares and Green Power, which are expected to see significant increases in cash dividends in 2024 [12][13] Financial Projections - The projected net profit for the parent company from 2025 to 2027 is expected to be 21.82 billion, 23.04 billion, and 24.38 billion yuan, respectively, with corresponding price-to-earnings ratios of 7.1, 6.7, and 6.3 [10] - The report anticipates that the dividend payout ratio for the sector could reach between 97% and 120% under stable conditions, with potential for even higher payouts in the coming years [12][13] Sector Analysis - The waste incineration sector is expected to benefit from reduced capital expenditures and improved cash flow, leading to higher dividends [11] - The water service sector is projected to experience stable growth and high dividends, supported by recent water price reforms in major cities [15][17]

据了解，博茨瓦纳还在水务工程、城市人居建设等领域存在广阔需求，期待引入中国技术与管理经验， 提升当地基础设施建设水平。 当日，多家中企与博茨瓦纳国家商会签署合作协议，携手进行新能源开发、农业技术合作、商贸对接。 "我们将持续推动两地在经贸、投资等领域的深度合作，共谱中非合作新篇章。"常德市商务局局长林红 华表示。(完) （文章来源：中国新闻网） 中新网长沙6月15日电 作为第四届中非经贸博览会的系列活动之一，博茨瓦纳商务推介暨 G to B高端圆 桌会14日在长沙举行，旨在为中国企业搭建与博茨瓦纳的对话平台。 博茨瓦纳国家商会亚洲区域总监及中国首席代表南庚戌致辞表示，此次会议是连接中国与博茨瓦纳、中 国企业与非洲市场的合作之桥。博茨瓦纳与非洲市场处于快速发展阶段，制造业、数字科技、医疗健康 等领域发展潜力巨大。中国企业在制造体系、供应链等方面的优势，恰是博茨瓦纳发展所需。 博茨瓦纳国家商会主席恩瓦科·尼奥在欢迎辞中强调，博茨瓦纳政治稳定、资源丰富、营商环境优良， 已吸引中国、印度等国家的企业在光伏组件、农机装配等领域投资设厂。"哈博罗内轻工业园诚邀中企 入驻，共同开拓非洲市场。" 常德市人民政府副市长黄旭峰在 ...