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旺能环境(002034) - 2025年4月30日投资者关系活动记录表
2025-04-30 12:42
证券代码:002034 证券简称:旺能环境 旺能环境股份有限公司投资者关系活动记录表 编号:2025-01 投资者关系活动 类别 □ 特定对象调研 □ 分析师会议 □ 媒体采访 □ 业绩说明会 □ 新闻发布会 □ 路演活动 □ 现场参观 ☑ 其他 (电话会议) 参与单位名称 广发环保、兴证全球基金、富安达基金、长江环保、东吴环保、 立本私募基金、华泰资管、久盈资管、华泰环保、合道资管、 前海百创资管、睿远基金、国泰君安、睿郡资管、中银基金、 杭银理财、路博迈基金、广发基金、太平基金、光大保德信、 元葵资管、上海南土资管、光大理财、博时基金、渤海人寿、 天风证券、华泰证券、宁波三登资管、北京安途资管、上海度 势投资 时间 2025 年 4 月 30 日 地点 线上电话会议 上市公司接待人 员姓名 董事会秘书:林春娜 投资者关系活动 主要内容介绍 2025年4月30日电话会议纪要: 一、公司董事会秘书林春娜女士介绍公司发展历史、公司业 务基本情况,并对《2024年年度报告》及《2025年第一季度报告》 进行解读。 二、问答环节 出席活动的投资者就其关注的公司经营情况、公司治理以及 持续发展等问题与公司董事会秘书进 ...
绿色动力(601330):归母同增33%超预期,提质增效成果显著
Soochow Securities· 2025-04-29 07:04
证券研究报告·公司点评报告·环保 绿色动力(601330) 2025 一季报点评:归母同增 33%超预期,提 质增效成果显著 买入(维持) | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入(百万元) | 3,956 | 3,399 | 3,593 | 3,765 | 3,910 | | 同比(%) | (13.39) | (14.08) | 5.71 | 4.79 | 3.85 | | 归母净利润(百万元) | 629.28 | 585.08 | 649.61 | 717.62 | 760.30 | | 同比(%) | (15.51) | (7.02) | 11.03 | 10.47 | 5.95 | | EPS-最新摊薄(元/股) | 0.45 | 0.42 | 0.47 | 0.51 | 0.55 | | P/E(现价&最新摊薄) | 16.65 | 17.91 | 16.13 | 14.60 | 13.78 | [Table_Tag] ...
中国天楹:2024年报净利润2.8亿 同比下降16.91%
Tong Hua Shun Cai Bao· 2025-04-28 14:03
一、主要会计数据和财务指标 | 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益(元) | 0.1200 | 0.1400 | -14.29 | 0.0500 | | 每股净资产(元) | 4.3 | 4.22 | 1.9 | 4.08 | | 每股公积金(元) | 3.22 | 3.24 | -0.62 | 3.29 | | 每股未分配利润(元) | 1.38 | 1.28 | 7.81 | 1.16 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 56.67 | 53.24 | 6.44 | 67.07 | | 净利润(亿元) | 2.8 | 3.37 | -16.91 | 1.23 | | 净资产收益率(%) | 2.60 | 3.22 | -19.25 | 1.15 | 数据四舍五入,查看更多财务数据>> 二、前10名无限售条件股东持股情况 前十大流通股东累计持有: 105444.55万股,累计占流通股比: 43.49%,较上 ...
[年报]节能环境:业务多元发展,科技创新赋能 2024年扣非净利润同比增长166.65%
Quan Jing Wang· 2025-04-28 11:51
Core Viewpoint - The company,节能环境, reported significant growth in its 2024 annual results, with a revenue of 5.919 billion yuan and a net profit of 605 million yuan, reflecting a year-on-year increase of 166.65% in net profit [1][4]. Business Segments Waste-to-Energy Business - The company focuses on providing comprehensive waste management services, aligning with national ecological and environmental strategies, and has developed a profitable model centered on waste treatment and electricity generation [1][4]. - The company is expanding its services to include the treatment of kitchen waste, sludge, and the harmless disposal of dead livestock, enhancing economic efficiency [1]. Environmental Equipment Business - The subsidiary, 中节能兆盛环保有限公司, is a leading manufacturer in the wastewater treatment equipment sector, involved in the design, research, manufacturing, and sales of various environmental equipment [2]. - The company has engaged in research for small-scale waste incineration technology and has completed prototype manufacturing for this equipment [2]. Electrical Equipment Business - The subsidiary, 中节能西安启源机电装备有限公司, produces various electrical equipment and is advancing towards smart manufacturing solutions [3]. - The company has supplied over 2,600 units of equipment to nearly 500 enterprises, maintaining a leading market share and exporting to over 50 countries [3]. Financial Performance - In 2024, the company achieved a total solid waste treatment volume of 20.1587 million tons and generated 5.365 billion kWh of electricity [4]. - The company plans to distribute a total cash dividend of 372 million yuan for the year [1]. Innovation and R&D - The company increased its R&D investment to 169 million yuan, with a research intensity of 2.86% [5]. - It has received multiple national and provincial-level recognitions for its technological advancements and has filed 216 patents, including 58 invention patents [5]. Future Development Strategy - The company has established a business development framework centered on waste incineration, supported by multi-source waste treatment and equipment manufacturing [6]. - It aims to enhance its core competitiveness in waste management while adhering to green and low-carbon development principles [6].
环保行业跟踪周报:绿色动力25Q1业绩超预期,固废板块提分红+提ROE核心逻辑验证
Soochow Securities· 2025-04-28 04:25
Investment Rating - The report maintains an "Increase" rating for the environmental protection industry [1] Core Views - The solid waste sector is expected to enhance dividends and return on equity (ROE), supported by decreasing capital expenditures and improving free cash flow as the industry matures [9][10] - The report emphasizes the importance of stable growth, price reforms, and increased dividends, suggesting a comprehensive allocation strategy focusing on domestic demand-driven assets [11][13] Summary by Sections Industry Trends - The solid waste sector is entering a mature phase, leading to improved free cash flow and higher dividends. The report highlights that the free cash flow turned positive in 2023 and is expected to continue increasing in 2024 [9] - The report tracks the performance of various companies, noting significant increases in dividends for firms like Junxin Co. and Green Power, with cash dividends of 5.07 billion CNY (+37%) and 4.18 billion CNY (+100%) respectively for 2024 [9][10] Company Tracking - Green Power reported a 33% increase in net profit for Q1 2025, driven by reduced costs and increased heating supply, with a significant rise in free cash flow [9] - Junxin Co. achieved a revenue of 24.31 billion CNY (+31%) for 2024, with a net profit of 5.36 billion CNY (+4%) [9] - The report also highlights the performance of other companies like Jingjin Equipment and Yongxing Co., noting their dividend plans and revenue growth [9] Policy Tracking - The Ministry of Finance allocated over 13.5 billion CNY for energy-saving and emission-reduction subsidies in 2025, indicating government support for the industry [9] - The report discusses the impact of new policies on the solid waste sector, including the push for garbage treatment fee measurement and the promotion of commercial models [9] Market Performance - The report notes a 51% year-on-year increase in sales of new energy sanitation vehicles in the first quarter of 2025, with a penetration rate of 14.36% [27] - The average price of biodiesel remained stable, while the price of waste cooking oil showed a slight increase, reflecting market dynamics [37] Investment Recommendations - The report recommends focusing on companies with strong dividend growth and stable cash flows, such as Huanlan Environment, Green Power, and Yongxing Co. [11][13] - It suggests monitoring companies involved in resource recycling and those benefiting from price reforms and domestic demand [11][13]
环保行业跟踪周报:绿色动力25Q1业绩超预期,固废板块提分红+提ROE核心逻辑验证-20250428
Soochow Securities· 2025-04-28 01:39
证券研究报告·行业跟踪周报·环保 环保行业跟踪周报 行业走势 绿色动力 25Q1 业绩超预期,固废板块提分 红+提 ROE 核心逻辑验证 增持(维持) [Table_Tag] [投资要点 Table_Summary] 风险提示:政策推广不及预期,财政支出低于预期,行业竞争加剧。 2025 年 04 月 28 日 证券分析师 袁理 执业证书:S0600511080001 021-60199782 yuanl@dwzq.com.cn 证券分析师 陈孜文 执业证书:S0600523070006 chenzw@dwzq.com.cn -17% -13% -9% -5% -1% 3% 7% 11% 15% 19% 2024/4/29 2024/8/27 2024/12/25 2025/4/24 环保 沪深300 相关研究 《政策明确碳市场扩容节奏,持续关 注稳健运营&自主可控&再生资源主 线 》 2025-04-22 《国网发布 2025 年第 1-3 批国补清 单,持续关注稳健运营&自主可控&再 生资源主线 》 2025-04-15 东吴证券研究所 1 / 33 请务必阅读正文之后的免责声明部分 重点推荐:瀚蓝环境, ...
上海规模化推广飞灰处置技术
Core Viewpoint - The FAST technology, developed through collaboration between Shanghai enterprises and universities, has received support from the Ministry of Ecology and Environment, marking its entry into the large-scale promotion phase, which will significantly aid Shanghai's goal of becoming a "waste-free city" with zero landfill [1][3]. Group 1: Technology and Innovation - The FAST technology is an international first and is at the forefront of global standards, effectively addressing the issue of fly ash generated from waste incineration, which is classified as hazardous waste due to its toxic components [1][2]. - The technology utilizes existing facilities at waste incineration plants and employs principles similar to "seawater desalination" to decompose fly ash pollutants into industrial salts like sodium chloride and potassium chloride, achieving near-zero waste [2]. Group 2: Environmental Impact - The FAST process not only reduces the volume and toxicity of fly ash but also creates conditions for resource utilization, transforming fly ash into marketable industrial salts and aggregate for furnaces, while achieving a 95% reduction in fly ash landfill [2]. - The process ensures zero discharge of wastewater and waste gas, providing a new energy-saving and carbon-reducing solution for hazardous waste disposal [2]. Group 3: Implementation Timeline - Shanghai has included the implementation of the FAST technology in its plans, with several incineration plants expected to begin trial operations by the end of August 2026, and stable production by the end of November 2026, aiming for complete resource utilization of fly ash by the end of 2026 [3].
绿色动力:2025年第一季度净利润同比增长33.21%
news flash· 2025-04-25 09:21
Group 1 - The core viewpoint of the article is that Green Power (601330) reported its Q1 2025 revenue and net profit, showing positive growth in both metrics [1] Group 2 - The revenue for Q1 2025 was 828 million yuan, representing a year-on-year increase of 2.90% [1] - The net profit for Q1 2025 was 185 million yuan, reflecting a year-on-year growth of 33.21% [1]
百川畅银:2024年报净利润-2.82亿 同比下降190.72%
Tong Hua Shun Cai Bao· 2025-04-24 15:43
一、主要会计数据和财务指标 | 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益(元) | -1.7600 | -0.6100 | -188.52 | 0.2300 | | 每股净资产(元) | 6.98 | 8.9 | -21.57 | 9.32 | | 每股公积金(元) | 4.21 | 4.31 | -2.32 | 4.28 | | 每股未分配利润(元) | 1.42 | 3.15 | -54.92 | 3.74 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 4.52 | 4.83 | -6.42 | 4.45 | | 净利润(亿元) | -2.82 | -0.97 | -190.72 | 0.38 | | 净资产收益率(%) | -19.35 | -5.79 | -234.2 | 2.53 | 数据四舍五入,查看更多财务数据>> 二、前10名无限售条件股东持股情况 前十大流通股东累计持有: 7860.88万股,累计占流通股比 ...
军信股份(301109):2024年全年及2025年一季度业绩持续增长 收购湖南优质资产
Xin Lang Cai Jing· 2025-04-23 00:40
事件:公司发布2024 年年报及2025 年一季报,2024 年,公司营业收入实现24.31 亿元,同比增长 31%,归母净利润为5.36 亿元,同比增长4%。 2025 年一季度,公司实现营业收入7.67 亿元,同比增长54%,归母净利润1.73 亿元,同比增长39%。 核心观点: 公司业绩稳中有进,经营性现金流净额同比提升。2024 年,公司营业收入实现24.31 亿元,归母净利润 为5.36 亿元,扣非净利润5.00 亿元,均同比正增长。分业务来看,垃圾焚烧发电实现营业收入6.07 亿 元,同比下降5%,毛利率同比下降0.13 个百分点至64.68%;垃圾焚烧发电及污泥协同处理实现营业收 入5.55 亿元,同比增长2%,毛利率同比提升3.14 个百分点至72.57%;建设期服务实现营业收入8.40 亿 元,同比增长145%。经营性现金流净额实现9.71 亿元,同比增长12%,现金流情况持续改善。 收购仁和环境,拓宽业务外延。2024 年8 月5 日,公司通过发行股份及支付现金的方式向19 名交易对方 购买其持有的仁和环境63%股权,2024 年11 月27 日,仁和环境成为公司的控股子公司,2024 年 ...