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透过数据看“十四五”答卷:从系统布局到全面突破 构建全球绿色低碳发展新范式
Zheng Quan Shi Bao· 2025-05-22 17:29
"十四五"期间,我国以能源结构优化为基础,重点行业转型为核心,环境治理强化为支撑,金融体系创 新为纽带,构建起绿色低碳发展的系统性框架,取得了全方位、开创性成就,为高质量发展注入强大绿 色动力,也为全球可持续发展贡献了中国智慧与力量。 本文为《数说"十四五"》第三篇,从源头减排到实际效果验证,再到长期资金保障,全面展现我国绿色 低碳发展全景。 双轮驱动能耗持续下降 "十四五"以来,我国通过产业转型与能源革命双轮驱动,推动重点领域节能减排取得显著成效。截至 2024年,全国单位GDP能耗较"十三五"末下降6.96%,单位GDP二氧化碳排放量显著降低。 高耗能行业绿色转型步伐坚定。钢铁行业通过技术升级与管理优化,水资源利用效率与污染物减排成效 显著。2024年吨钢新水消耗较2020年下降4.9%,吨钢二氧化硫、氮氧化物排放分别较2020年下降 47.09%和37.88%。 以行业龙头宝钢股份为例,据青绿ESG数据,公司2024年环境保护投入达100.76亿元,较2020年增长 61.47%;吨钢耗新水量较2020年下降13.79%;氮氧化物和硫氧化物排放较2020年下降幅度均超四成。 能源结构持续优化,截至202 ...
因商誉减值计提依据不充分等 高能环境收北京证监局警示函
Xi Niu Cai Jing· 2025-05-22 13:19
5月19日,北京高能时代环境技术股份有限公司(以下简称"高能环境")发布公告称,于5月19日收到中国证券监督管理委员会北京监管局出具的《关于对北 京高能时代环境技术股份有限公司、李卫国、凌锦明、吴秀姣采取出具警示函措施的决定》。 公开资料显示,高能环境于1992年成立,2014年在A股主板上市,主营业务涵盖固废危废资源化利用、环保运营服务及环保工程等。 财务方面,2024年高能环境实现营业收入145亿元,同比增长37.04%;归属于上市公司股东的净利润为4.82亿元,同比减少4.52%,扣非净利润为3.24亿元, 同比减少26.79%,净利润已连续三年负增长。 对于2024年归母净利润下滑的原因,高能环境在财报中披露,主要系环保工程板块受国家投入的影响,利润同比大幅度下滑,以及对贵州宏达等并购子公司 商誉计提减值所致。 针对收北京证监局警示函一事,GPLP犀牛财经向高能环境致电求证,截至5月20日,未获回复。 警示函显示,高能环境存在以下问题:商誉减值计提依据不充分,未充分考虑合作洽谈不确定性及经营策略转变的影响,且盈利预测期后实现率较低;合并 报表范围不完整,导致2023年营业收入少计402.58万元,占当 ...
城发环境(000885) - 2025年5月22日投资者关系活动记录表
2025-05-22 11:34
Group 1: Financial Performance and Goals - The company aims to achieve a dual target of a market value of 100 billion and asset value of 100 billion [2] - As of Q1 2025, accounts receivable is approximately 4 billion, primarily from waste treatment fees and national subsidies [10] - The company plans to increase the dividend payout ratio to over 20% of net profit attributable to shareholders [13] Group 2: Project and Operational Updates - The company is involved in the integrated water supply and drainage pilot project in Xinyang, which has been successfully implemented [2] - The company has acquired 85% of the equity in Aolan Environmental Technology Co., Ltd. and 100% of Dunhua Zhongneng Environmental Power Co., Ltd. [9] - The company operates waste treatment projects in various districts of Zhengzhou, including the Central Plains District and the Economic Development Zone [1] Group 3: Subsidies and Financial Support - The company is actively applying for various subsidies, including green bond financial subsidies and high-tech enterprise policy subsidies [3] - National and provincial subsidies account for approximately 25% of the company's receivables [1] Group 4: Market Position and Strategy - The company maintains a leading position in the environmental protection industry, focusing on waste incineration and sewage treatment [13] - The company emphasizes compliance and risk management in overseas projects to ensure safety and sustainability [4] Group 5: Shareholder Engagement and Communication - The company has conducted multiple investor relations activities, including analyst meetings and performance briefings [1] - The company is committed to transparent communication with shareholders regarding acquisitions and financial performance [8]
[预告]豫地英才聚商都,智绘中原新胜景!河南辖区上市公司2025年投资者网上集体接待日将于5月22日14时30分盛大启幕
Quan Jing Wang· 2025-05-22 02:16
真诚沟通,传递价值;构建互信桥梁,共筑价值生态。作为资本市场的共生主体,上市公司与投资者之间的良性互动是市场健康发展的核心动能。通过集体 接待日、业绩说明会等常态化沟通平台,企业得以向市场直观展现经营成果、战略布局及价值增长点,帮助投资者更全面地理解企业核心价值。双向互动机 制的深化不仅保障了投资者的知情权与参与权,更在市场波动周期中发挥稳定器作用——通过提高信息透明度有效引导理性投资预期,夯实市场信心根基。 尤其在当前全球经济格局重构的背景下,这类规范化、制度化的对话机制具有特殊意义:既推动上市公司持续提升内在价值创造能力,又促进资本要素的高 效配置,最终形成价值共创的良性循环,为构建规范、透明、开放、有活力的资本市场注入持久动力。 活动旨在深入贯彻落实中国证监会《关于推动上市公司召开业绩说明会有关事项的通知》,加强上市公司与投资者之间的沟通交流,进一步提高上市公司信 息披露质量,传递上市公司价值。活动在河南证监局的指导下,由河南上市公司协会主办,深圳市全景网络有限公司与全国投资者教育基地联合协办。 届时,河南辖区60家上市公司200余位高管将通过网络在线交流形式,就定期报告、公司治理、现金分红、发展战略、 ...
首创环保: 首创环保2024年年度股东会会议资料
Zheng Quan Zhi Xing· 2025-05-21 11:49
Meeting Details - The annual shareholder meeting of Beijing Shouchao Ecological Environmental Protection Group Co., Ltd. is scheduled for May 29, 2025, at 9:30 AM in Beijing [1] - The meeting will include both on-site and online voting, with specific time slots for participation [1] Meeting Agenda - The meeting will cover the introduction of attendees, announcement of the meeting's commencement, discussion and voting on proposals, and the announcement of voting results [1][2] - Shareholders will have the opportunity to ask questions and express opinions during the meeting [1] Company Performance - For the reporting period, the company achieved operating revenue of 20.05 billion yuan, a decrease of 6.01% year-on-year, while net profit attributable to the parent company was 3.528 billion yuan, an increase of 119.14% [5] - The decline in revenue was primarily due to the reduced scope of consolidation following the disposal of Singapore's ECO company and a decrease in the number and scale of water projects [5] - The company’s operational revenue was 15.408 billion yuan, construction revenue was 3.709 billion yuan, and other business revenue was 933 million yuan, with operational revenue's proportion increasing by 8.36 percentage points year-on-year [5] Governance and Compliance - The company has established a governance structure that complies with the Company Law and Securities Law, ensuring the protection of investors' rights [6][8] - The board of directors held 15 meetings during the reporting period, with a composition that meets legal requirements [7] - The company has been recognized for its governance practices, being selected as a best practice case by the China Listed Companies Association [8] Strategic Initiatives - The company is focusing on deepening its "Ecological+" strategy amid industry challenges, emphasizing innovation and technology-driven development [4] - The company aims to enhance its business structure and profitability while participating in the construction of Beijing's international technology innovation center [4] Business Segments - The water treatment business generated main operating revenue of 3.339 billion yuan, a year-on-year increase of 5.08%, with a gross margin of 34.99% [11] - The wastewater treatment business achieved main operating revenue of 6.606 billion yuan, a year-on-year increase of 3.71%, with a gross margin of 39.54% [12] - The solid waste treatment business reported main operating revenue of 4.041 billion yuan, a year-on-year decrease of 11.47%, while the garbage incineration power generation business saw revenue of 1.991 billion yuan, a year-on-year increase of 6.38% [14] Innovation and Technology - The company is actively promoting technological innovation, with 52 research projects underway and several technology products being commercialized [20][21] - The establishment of the WEAM ecological smart operation platform has been a significant step in enhancing operational efficiency [21] Financial Management - The company reported a net cash flow from operating activities of 4.083 billion yuan, an increase of 19.30% year-on-year, indicating improved cash flow management [5] - The company has implemented cost control measures, achieving a 19.73% reduction in procurement costs [19]
*ST京蓝: 关于控股子公司以专利权质押向金融机构申请贷款暨公司为其提供担保的公告
Zheng Quan Zhi Xing· 2025-05-21 11:49
Group 1 - The company, Jinglan Technology Co., Ltd., announced that its subsidiary, Yunnan Yesheng Environmental Resource Technology Co., Ltd., plans to pledge two invention patents to apply for a working capital loan from China Bank, with the company providing a guarantee for this loan [1][2] - The loan amount will not exceed the principal limit and will have a term of up to 36 months, with the guarantee period also set for 36 months [1][2] - The board of directors approved the loan application and guarantee at a meeting held on May 21, 2025, with unanimous support from the board members [1][2] Group 2 - Yunnan Yesheng's total assets are approximately 167.11 million, with total liabilities of about 132.28 million, resulting in net assets of approximately 34.83 million [2] - The company's revenue is reported at approximately 74.12 million, with a total profit of about 2.97 million, which is also the net profit [2] - The board believes that the loan will support Yunnan Yesheng's business development and that the company can effectively monitor and manage the subsidiary, ensuring that the guarantee risk is controllable [2] Group 3 - After this guarantee takes effect, the total balance of external guarantees provided by the company and its subsidiaries will amount to 79 million, which represents a certain percentage of the latest audited financials [3] - There are no overdue guarantees reported by the company or its subsidiaries, indicating a stable financial position [4]
兴源环境(300266) - 300266兴源环境投资者关系管理信息20250521
2025-05-21 10:10
Group 1: Financial Performance and Funding - The company plans to raise no more than RMB 4.97 billion through a private placement, issuing up to 240 million shares [2][4] - Historical project receivables, including PPP projects, exceeded RMB 500 million in 2024 [3][5] - The company aims to stabilize cash flow by maintaining existing loans and adjusting interest rates to 4% for related party loans [4][5] Group 2: Business Strategy and Development - The company focuses on three main business areas: equipment manufacturing, dual carbon innovation, and environmental governance [3][4] - The company is enhancing its core equipment manufacturing business while expanding into energy storage and dual carbon sectors [5] - A strategic cooperation agreement has been signed with relevant departments in Fenghua District to advance virtual power plant and dual carbon initiatives [4][5] Group 3: Operational Efficiency and Cost Management - The company is implementing cost reduction and efficiency improvement measures across various operational aspects [5] - Performance assessments and resource allocation are being optimized to enhance management efficiency and reduce operational costs [5] - A supplier management system is being established to oversee procurement, production, and sales processes [5] Group 4: Strategic Initiatives - The "One Three Nine" strategy has been developed to drive operational improvements, focusing on business expansion, financial reporting enhancement, and cultural development [5] - Nine key tasks have been identified to support the strategic initiatives, including asset revitalization and strict performance evaluations [5] Group 5: Market Position and Competitive Advantage - The company has over 30 years of experience in the filter press industry, positioning it as a leader in the sector [4] - The filter press business is recognized as a top performer in Zhejiang Province, with significant technological advantages and customer resources [4]
山高环能: 关于提前归还暂时用于补充流动资金的募集资金的公告
Zheng Quan Zhi Xing· 2025-05-21 09:18
山高环能集团股份有限公司(以下简称"公司")2024 年 7 月 3 日召开第十 一届董事会第十三次会议及第十一届监事会第九次会议,审议通过了《关于使用 部分闲置募集资金暂时补充流动资金的议案》,同意公司使用部分闲置募集资金 人民币 3,315.00 万元暂时补充流动资金,用于主营业务相关的生产经营使用,使 用期限自董事会审议批准该议案之日起不超过 12 个月。具体详见公司于 2024 年 7 月 4 日在《中国证券报》《上海证券报》《证券时报》及巨潮资讯网 (www.cninfo.com.cn)披露的《关于使用部分闲置募集资金暂时补充流动资金 的公告》(公告编号:2024-047)。 根据上述决议,公司在使用部分闲置募集资金暂时补充流动资金期间,对资 金进行了合理的安排与使用,资金运用情况良好。 前归还至募集资金专用账户。截至本公告披露日,公司已归还募集资金 2,250 万 元,并及时将上述募集资金的归还情况通知了保荐机构和保荐代表人,其余用于 临时补充流动资金的 1,065 万元募集资金将在到期日之前归还。 特此公告。 证券代码:000803 证券简称:山高环能 公告编号:2025-027 山高环能集团股 ...
上海洗霸:购买专利资产及设立控股子公司
news flash· 2025-05-21 08:18
Group 1 - The company Shanghai Xiba plans to acquire the patent rights for three invention patents and one utility model patent from the Dalian Institute of Chemical Physics, Chinese Academy of Sciences for 20 million yuan [1] - Additionally, the company intends to purchase the patent rights for two invention patents for 5 million yuan [1] - The company plans to establish two holding subsidiaries with a registered capital of 10 million yuan each in partnership with its core technology and management teams to promote the industrialization of related technologies [1] Group 2 - The transactions do not constitute related party transactions or major asset restructuring [1]
因信披不准高能环境与三高管收警示函 2024年净利降4.52%商誉减值6088万元
Chang Jiang Shang Bao· 2025-05-20 23:07
长江商报奔腾新闻记者注意到,不仅仅是信息披露方面存在问题,前不久高能环境子公司还因污染环境 被罚。 长江商报奔腾新闻记者徐佳 信披及内控存多项问题,高能环境(603588)(603588.SH)收监管罚单。 5月19日晚间,高能环境公告公司收到行政监管措施决定书。 经查,高能环境存在多项问题,其一是商誉减值计提依据不充分,未充分考虑合作洽谈不确定性及经营 策略转变的影响,且盈利预测期后实现率较低;其二是合并报表范围不完整,导致公司2023年营业收入 少计402.58万元,占当年营业收入的0.04%,净利润少计694.21万元,占当年净利润的1.37%。 此外,高能环境还存在关联方交易信息披露不准确、商誉减值测试信息披露不规范、采购及存货管理内 部控制执行不到位等问题。 北京证监局认为,高能环境上述行为违反了相关规定,李卫国作为公司董事长、凌锦明作为公司总经 理、吴秀姣作为公司时任财务负责人,对公司相关违规行为负有主要责任。 根据相关规定,北京证监局决定对高能环境、李卫国、凌锦明、吴秀姣采取出具警示函的行政监管措 施,并记入证券期货市场诚信档案。 年报显示,2024年度,高能环境实现营业收入145亿元,同比增长 ...