本次并购完成，也意味着瀚蓝环境"十四五"战略目标初步达成。回顾瀚蓝环境的发展历程，数次跨越式 发展均是以"战略并购"为抓手得以实现。从2006年并购南海环保电厂，到2014年并购创冠中国，到后来 纵横一体化产业链延伸，再到如今并购粤丰环保，并购引领发展，已成为瀚蓝企业发展的重要方程式。 目前，瀚蓝环境的垃圾焚烧规模达到97590吨/日，国内行业排名前三、A股上市公司首位。公司下辖6个 事业部和1个企业研究院，其中原粤丰环保的垃圾焚烧业务被列入瀚蓝固废事业二部。 本报讯 （记者丁蓉）6月2日，瀚蓝环境股份有限公司（以下简称"瀚蓝环境"）官微发布消息，5月31 日，瀚蓝环境私有化粤丰环保所有条件达成，粤丰环保于6月2日从香港联交所退市。至此，瀚蓝环境并 购粤丰环保正式完成，踏上新的征程。 2024年以来，国务院、证监会出台多项政策，进一步激发上市公司并购重组市场活力，鼓励战略性并购 重组和资源整合，从政策指导支撑、产业发展趋势、金融赋能等方面推动上市公司及大型企业集团 从"规模扩张"向"价值创造"跃升，通过并购重组实现创新技术融合发展、生产要素优化配置、产业深度 转型，逐步提高盈利能力、综合竞争力和产业链主导力。 ...

各位老铁好，这里是帮主郑重的收评时间。这就带大家拆解今天的A股盘面。先说结论：市场整体缩量震荡，但结构性机会一点没少，有些板块跌得让人心 慌，有些却逆势吃肉。咱们一条条捋清楚。 第三大主线：科技赛道分化，可控核聚变成新宠。 利柏特、融发核电涨停，可控核聚变概念持续强势。这属于新能源的细分领域，技术突破预期强，资金愿意给溢价。但帮主得提醒，这类题材波动大，别光 看概念，得看公司有没有真技术、订单落地情况。另一边，跨境电商和化工板块回调，环氧丙烷方向领跌。化工股跌，主因是原材料价格波动，短期利空消 化后或有机会，但得等企稳信号。 总结：散户该怎么做？ 1. 别被涨跌带节奏。 今天市场没主线，但结构性机会集中在政策驱动和业绩确定性板块。 先看大盘，沪指微跌0.02%，深成指和创业板指分别跌0.26%和0.31%，个股跌多涨少，超3400只绿盘。这说明今天市场情绪偏谨慎，资金在观望。但别急， 缩量震荡往往是变盘的信号，接下来得盯紧哪些方向能突围。 第一大主线：环保+能源，政策驱动下的硬逻辑。 今天固废处理、可燃冰板块强势领涨，玉禾田、博世科直接20cm涨停。为什么？环保政策加码是核心。最近多地工业固废处理新规出台，加 ...

Core Viewpoint - Wangneng Environment is transforming from a traditional solid waste treatment company to a green technology service provider by integrating solid waste treatment, renewable energy, and computing power services, leveraging the opportunity of the Huzhou "Zero Carbon Intelligent Computing Center" [1][3] Group 1: Solid Waste Treatment - Wangneng Environment demonstrates industry-leading capabilities in solid waste treatment, operating 21 waste incineration plants with a daily waste processing capacity of approximately 21,800 tons and generating over 8.31 million kWh of electricity daily [2] - The South Taihu Phase V project, utilizing innovative ultra-high pressure reheating technology, has improved thermal efficiency from 22% to 30%, achieving a power generation of 700 kWh per ton of waste, which is double the industry average [2] - The company has achieved a significant reduction in standard coal consumption by 1 million tons annually and maintains dioxin emissions below EU standards [2] Group 2: Renewable Energy and Green Initiatives - The South Taihu project, with a total capacity of 2,150 tons per day, is expected to provide ample green electricity resources for the intelligent computing center [1][2] - The first phase of the South Taihu project completed Zhejiang Province's first green certificate transaction for municipal waste incineration in February 2024, marking a breakthrough in green electricity value conversion [2] Group 3: Intelligent Computing and Smart Factory - The Huzhou Zero Carbon Intelligent Computing Center, which completed its filing on March 4, 2025, will rely on the company's waste incineration capacity to create a sustainable energy loop for computing power services [3] - The company has made significant advancements in smart factory construction, implementing a comprehensive information platform for monitoring the entire waste collection and production process, enhancing operational efficiency and management precision [3] - With the support of national policies aiming for a 15 trillion yuan scale in the energy-saving and environmental protection industry by 2030, Wangneng Environment is positioned to explore a broad market space [3]

5月26日，旺能环境连续5个交易日下跌，区间累计跌幅-4.73%。旺能环境股份有限公司总部位于"两山"理念发源地——浙江湖州,是专业从事生活垃圾、餐 厨垃圾、市政污泥等固体废弃物综合处置的环保产业公司,连续八年居全国固废行业十强。 广发科技创新混合A基金经理为吴远怡。 财报显示，广发基金旗下广发科技创新混合A进入旺能环境前十大股东，且为今年一季度新进。今年以来收益率13.16%，同类排名513(总4574)。 | ○ 基金经理:吴远怡 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 累计任职时间：4年又239天 | 任职起始日期：2020-09-30 | | 基金经理简介:吴远怡先生:中国,理学硕士。曾任上海申银万国证券研究所有限公司研究员.惠 理基金(香港)公司高级研究员、副基金经理.中国人寿资产管理有限公司投资经理。现任广发 | | | | | | | 现任基金公司:广发基金管理有限公司 | | 创新升级灵活配置混合型证券投资基金基金经理(自2020年9月30日起任职)、广发科技创新混 | | | | | | 现任基金 ...

Core Viewpoint - The report provides a comprehensive analysis of the financial performance and operational capabilities of Green Power Environmental Group Co., Ltd, highlighting its strengths in waste management and energy generation, while also addressing challenges in the industry and financial metrics. Financial Overview - Total assets for Green Power were 226.77 billion in 2022, slightly decreasing to 225.37 billion in 2023, and projected to be 219.89 billion in 2024 [2] - Owner's equity increased from 78.13 billion in 2022 to 82.74 billion in 2023, with a further rise to 85.29 billion in 2024 [2] - Total liabilities decreased from 148.64 billion in 2022 to 142.63 billion in 2023, and projected to be 134.60 billion in 2024 [2] - Total revenue dropped from 45.67 billion in 2022 to 39.56 billion in 2023, with a further decline to 33.99 billion in 2024 [2] - Net profit decreased from 7.84 billion in 2022 to 6.63 billion in 2023, and projected to be 6.01 billion in 2024 [2] Operational Performance - The company’s waste incineration capacity reached 4.03 million tons per day by the end of 2024, with a total installed capacity of 857.50 MW [7] - The average waste treatment fee decreased to 71.18 yuan per ton in 2024, down from 72.25 yuan in 2023 [9] - The company maintained a reasonable capacity utilization rate of approximately 84.86% in 2024 [9] Industry Context - The solid waste treatment industry is experiencing a price war due to overcapacity, particularly in hazardous waste disposal, which is expected to take time to stabilize [5] - The company has a broad market presence across major economic regions in China, which helps mitigate regional operational risks [6] - The company is positioned to benefit from government support and subsidies in the solid waste management sector [4] Financial Ratios - The asset-liability ratio was 65.55% in 2022, improving to 63.29% in 2023, and projected to be 61.21% in 2024 [3] - The EBITDA interest coverage ratio was 3.38 in 2024, indicating a stable ability to cover interest expenses [3] - The total debt to EBITDA ratio was 6.99 in 2024, reflecting a manageable level of debt relative to earnings [3] Future Outlook - The company plans to focus on its core business of waste incineration and energy generation, with no significant capital expenditure pressures expected in the short term [12] - Future projects are in the planning stages, with a total designed waste treatment capacity of 9,750 tons per day anticipated [12] - The company aims to enhance operational efficiency and profitability through strategic mergers and acquisitions [5]

投资者关系活动记录表 编号：2025-01 | 投资者关系活 | □特定对象调研 | | □分析师会议 | | □媒体采访 | | --- | --- | --- | --- | --- | --- | | 动类别 | ☑业绩说明会 | | □新闻发布会 | | □路演活动 | | | □现场参观□其他 | | | | | | 参与单位名称 | 参与公司 2024 | | 年度网上业绩说明会的投资者 | | | | 及人员姓名 | | | | | | | 时间 | 年 月 日 2025 22 | 5 | | | | | 地点/会议形 | | | 会议地点：深圳证券交易所"互动易"平台（http://irm.cninfo.com.cn） | | | | 式 | | | 会议形式：网络互动 | | | | 上市公司接待 | | | 董事长谢欣先生、董事兼总裁杜业鹏先生、独立董事秦宇先生、副总裁吴 | | | | 人员姓名 | | | 延平先生、财务总监谢丽娟女士、董事会秘书宋玉飞先生 | | | | | 一、 | | 主要交流内容 | | | | | 问 2024 | 1 | 年及 2025Q1 业绩大幅增长的原 ...

Core Points - The event aims to enhance cooperation between China and Saudi Arabia in the environmental sector, focusing on waste management and water treatment, aligning with Saudi Arabia's Vision 2030 and China's Belt and Road Initiative [1][12] - A delegation of over 30 high-ranking Saudi officials participated in the roadshow, providing insights into Saudi environmental policies, market access regulations, and investment opportunities [2][8] - The roadshow serves as a high-level platform for matching Chinese enterprises with Saudi capital, markets, and technologies, promoting new cooperation opportunities in the environmental industry [2][12] Group 1 - The Saudi investment department, along with key partners, organized the roadshow to showcase investment opportunities in waste and water management to Chinese companies [3][12] - The event highlighted Saudi Arabia's commitment to environmental governance and sustainable development, with significant investments planned in waste and water infrastructure [12][17] - Chinese companies are encouraged to leverage their technological advantages in environmental protection to explore overseas markets and collaborate with Saudi firms [12][17] Group 2 - The roadshow included presentations from various Saudi government officials discussing the value propositions in water and waste management sectors [11] - The event is part of a series of roadshows, with subsequent events scheduled in Shanghai and Shenzhen, aimed at fostering deeper connections between Chinese and Saudi businesses [7][8] - The organizers, including Qunfeng Heavy Industry and Mazaya, have extensive experience in facilitating business operations and partnerships in Saudi Arabia [17]

中诚信国际肯定了北京首创生态环保集团股份有限公司（以下简称" 首创环保 "或"公司"）水务板块行 业龙头地位突出，产业链较为完整且市场协同效应强，运营类收入与毛利率保持增长态势，盈利可持续 性增强及畅通的融资渠道和优于同业的融资成本等方面的优势对公司整体信用实力提供了有力支持。同 时，中诚信国际关注到公司有息债务规模较高， 综合 水治理项目回款 周期 较长，工程类业务拓展承压 等因素对公司经营及信用状况造成的影响。 资料显示，首创环保成立于1999年，由北京首都创业集团有限公司（以下称"首创集团"）联合北京市国 有资产经营公司等共同发起设立，于2000年在上交所挂牌上市（600008.SH），于2006年完成股权分置 改革。2001年，公司与法国威立雅环境集团签署战略性合作协议，确立以水务产业为战略发展方向，此 后不断投资水务项目，快速发展为水务行业龙头。2011年，公司开始进入固废处理行业。2021年，公司 收购北京首创大气环境科技股份有限公司（简称"首创大气"），新增大气综合治理业务。目前，公司已 经形成了"水、固、气、能"全业态布局，主营业务包括城镇水务业务、固废处理、 水环境 综合治理和 大气治理 等 ...

江西省萍乡市生态环境保护委员会5月19日发布情况通报，2025年5月18日晚，央视《财经调查》栏目报 道反映了该市湘东区、安源区在工业固废、建筑垃圾、生活垃圾处理方面存在的问题。市委、市政府高 度重视，当晚即召开专题会议，研究部署相关工作。决定立即由生态环境、城管、住建、公安和纪检监 察等部门组成联合调查组，对报道反映的问题依法依规依纪、实事求是调查处理。同时，举一反三，制 定工作方案，对全市工业固废、建筑垃圾、生活垃圾处理存在的问题进行全面排查，开展专项整治，坚 决遏增量、消存量。针对专项整治中发现的工作短板、薄弱环节，有针对性地制定措施，进一步健全完 善常态化治理机制。 ...

"智能控制室实现成套设备一体化控制，包括矸石给料、破碎、制浆及泵送等流程。"陕西小保当矿业有 限公司生产销售服务中心主任白彦飞介绍，整套系统采用智能回溯加AI识别技术，能够及时识别设备 的异常状态，尤其对长距离充填管道进行实时监测，可以及时排除各类堵管隐患。 自2022年4月，神木市被列入生态环境部"十四五"时期"无废城市"建设名单以来，神木作为资源型城 市，电石渣、煤矸石等一般工业固废综合处置利用成为一道难题，为拓宽固废利用途径，神木市建设了 一批大宗固废产业链示范项目，涵盖了煤矸石井下充填、电石渣制脱硫剂、镁渣制水泥、粉煤灰制陶粒 等多种利用方式，"无废城市"建设工作取得了积极进展。 矸石 "返井"：破解采煤沉陷难题 随着陕西小保当矿业有限公司一、二号煤矿全面转入生产型矿井，面对达产后每年100余万吨的矸石 量，公司积极探索煤炭高效开采与环境保护协调发展的模式，于2021年7月正式启动《采空区煤矸石充 填和地质环境综合治理技术方案》的编制，提出"地面钻孔采空区注浆充填技术"。 在小保当煤矿智能化矸石充填系统控制中心，输送带正将开采出的煤矸石源源不断地输送至智能充填系 统，通过"破碎-制浆-泵送-充填"全流 ...