Group 1 - The board of directors of Beijing Construction Environment Restoration Co., Ltd. held its 12th meeting of the 4th session on June 18, 2025, in a combined onsite and teleconference format, with all 9 directors present [1][2] - The board approved a joint project with the related party Hefei Dongxin Jianbang Environmental Restoration Co., Ltd. to undertake the "Jingxian Langqiao Town Wuxi Gold Mine Soil Pollution Source Comprehensive Treatment EPC Project" [1][2] - The independent directors of the company reviewed and approved the related party transaction, with a unanimous vote of 9 in favor and no votes against or abstentions [2]

Core Viewpoint - The report from Cinda Securities highlights the increasing demands for environmental quality and low-carbon industrial development during the 14th Five-Year Plan, indicating that energy conservation, environmental protection, and resource recycling are expected to maintain high prosperity levels [1] Group 1: Market Performance - As of June 6, the environmental protection sector rose by 0.46%, underperforming the broader market; the water governance sector increased by 1.38%, while the waste incineration sector declined by 0.31% [2] - The air governance sector saw an increase of 1.01%, while the solid waste sanitation sector dropped by 6.55% [2] Group 2: Industry Dynamics - The Ministry of Ecology and Environment released the "2024 China Ecological Environment Status Bulletin," indicating continuous improvement in national ecological environment quality, with an increase in the proportion of days with good air quality and a decrease in heavy pollution days [2] - A joint implementation plan for ecological protection compensation mechanisms along major rivers was announced, aiming for a stable operation by 2027 and comprehensive coverage by 2035 [2] Group 3: Policy Developments - The National Development and Reform Commission and the National Energy Administration issued a notice promoting the development of green electricity direct connection, which supports the integration of renewable energy production and consumption [3] - This policy is expected to optimize grid allocation and facilitate collaboration between waste incineration power generation and data centers, with several environmental companies actively exploring this new model [3] Group 4: Recommended Companies - Key recommendations include: Huanlan Environment (600323.SH), Xingrong Environment (000598.SZ), and Hongcheng Environment (600461.SH) for their stable profitability and positive cash flow [1] - Companies to watch include: Wangneng Environment (002034.SZ), Junxin Co., Ltd. (301109.SZ), Wuhan Holdings (600168.SH), and others [1]

Legal Matters - The company has won first-instance judgments in two out of the lawsuits disclosed on March 21, 2025, and five cases have been settled through mediation [1][2]. Market Management - Since establishing its market value management system, the company has focused on enhancing soil pollution prevention solutions and expanding into new environmental remediation businesses, securing multiple large-scale solid waste resource utilization and safe disposal projects [2][3]. - The company has implemented a stable cash dividend policy, completing cash dividends for the fiscal years 2020-2023 since its listing in 2021 [2][3]. Financial Performance - The company reported an order backlog of 1.183 billion yuan as of December 31, 2024, with new orders to be announced [5][6]. - The company acknowledges that its stock price is influenced by macroeconomic conditions, market cycles, and investor sentiment, urging investors to remain rational and aware of investment risks [3][4]. Business Development - The company is actively expanding its business in various sectors, including: - Solid waste disposal, with breakthroughs in technology and market reach [5][6]. - Phosphogypsum disposal, with rapid expansion into regions like Yunnan and Inner Mongolia [5][6]. - Comprehensive utilization of red mud and oil sludge treatment technologies [5][6]. - The company has secured significant projects, including a comprehensive land remediation project with a total investment of approximately 1.14 billion yuan [5][6]. Technological Advancements - The company has developed a range of advanced remediation technologies, achieving international leading and advanced levels in several areas, including chemical oxidation, thermal desorption, and in-situ remediation techniques [16][17]. - The application of AI and digital technologies in project management has been effective, with over 20 projects utilizing the developed ecological data information system since 2022 [8][9]. Future Outlook - The company plans to continue focusing on research and development in sustainable remediation technologies, digital platforms, and solid waste resource utilization [12][16]. - The company is exploring potential mergers and acquisitions to expand its business scale and market share, with any plans to be disclosed in accordance with legal requirements [10][12].

Group 1 - The company, Beijing Construction Environment Restoration Co., Ltd., will hold an online performance briefing for the year 2024 on June 6, 2025, from 15:00 to 16:30 [1][2] - The meeting will be conducted in an interactive online format, accessible via the website www.ir-online.cn [1][2] - Investors can submit questions before the end of the briefing through a designated link or by scanning a QR code, and the company will respond to commonly asked questions within the limits of information disclosure [1][2] Group 2 - Key participants in the briefing will include the General Manager, Chief Accountant, Board Secretary, Independent Director, and Sponsor Representative [2] - Contact information for inquiries includes a designated contact person, phone number, fax, and email address [2]

近日，中国环境保护产业协会发布了《2024年生态环境保护实用技术装备和示范工程名录》，复杂有机 污染场地原位热强化化学氧化/还原耦合修复技术入选。 该技术依托北京建工修复（300958）公司2019年国家重点研发计划土专项"复合有机污染场地原位热处 理耦合修复技术与装备"，开发了原位垂直热处理耦合化学修复技术工艺和原位水平热处理耦合化学修 复技术工艺，研制出原位热强化化学氧化/还原耦合修复装备，并在我国首次开展中等渗透地层复合有 机污染场地原位热处理耦合化学修复工程示范应用。 原信阳化工总厂农药厂地块土壤污染风险管控项目入选2024年生态环境保护示范工程。该项目在实施过 程中，北京建工修复采用"水平阻隔+垂直阻隔+重污染源削减+长期监测"的综合风险管控措施，阻断污 染物扩散及暴露途径。场地表面绿化层覆盖清洁土，并根据规划进行绿化种植。同时，对于阻隔区内地 下水采用"抽出-处理-回灌"技术，协同解决土壤和地下水污染问题。 该项目采用"环境修复+开发建设"模式，把土壤污染风险管控与园林造景进行有效融合，针对污染地块 通过科学风险管控实现土地安全可持续利用，将地块打造成为全国第一个土壤修复环保主题公园，践行 了"精 ...

Financial Performance - The company reported a basic earnings per share of -0.0500 yuan for Q1 2025, a decrease of 150% compared to -0.0200 yuan in Q1 2024 [1] - Net profit for Q1 2025 was -0.08 billion yuan, reflecting a significant decline of 166.67% from -0.03 billion yuan in Q1 2024 [1] - The return on equity (ROE) was -0.58% in Q1 2025, down 132% from -0.25% in Q1 2024 [1] Shareholder Structure - The top ten unrestricted shareholders hold a total of 12.1144 million shares, accounting for 13.31% of the circulating shares, with an increase of 1.1172 million shares compared to the previous period [1] - Beijing State-owned Capital Operation Management Co., Ltd. remains the largest shareholder with 573.97 million shares, representing 6.30% of total share capital [2] - New entrants among the top shareholders include Hou Zhiqiang and Shanghai Yunfeng Private Fund Management Co., Ltd., each holding 50.00 million shares [2] Dividend Policy - The company has announced that it will not distribute dividends or transfer shares this time [3]

建工修复（300958）公告，2025年第一季度营业收入2.27亿元，同比增长2.11%。净亏损755.7万元，去 年同期净亏损342.28万元。 ...