格隆汇8月19日丨通源环境(688679.SH)公布，黄山市公共资源交易中心于2025年8月19日发布了《安徽 祁门经济开发区污水处理厂新扩建工程（一期）中标结果公示》，确认安徽省通源环境节能股份有限公 司作为牵头人与中国市政工程西南设计研究总院有限公司、黄山市祁门建筑安装工程有限责任公司组成 的联合体中标安徽祁门经济开发区污水处理厂新扩建工程（一期）项目。上述联合体项目中标金额为 101,910,084.65元、运营费用单价：9.16元/吨。经测算中标总金额为17,163.97万元，根据投标阶段《联 合体协议》约定的合同工作量划分，预计公司最终所占业务金额为12,017.46万元。 ...

Group 1 - The core objective of the conference is to promote the upgrading of rural sewage treatment technology and resource utilization in Guangxi [1] - The event was attended by nearly 120 participants, including representatives from the ecological environment departments, industry associations, and rural sewage treatment enterprises [1] - Experts discussed the current status of rural sewage treatment in Guangxi, key processes, and relevant discharge standards, focusing on innovation in smart equipment and water management [1]

Group 1: Monetary Policy and Financial Support - The People's Bank of China Guangdong Branch has implemented a moderately loose monetary policy, creating special loan quotas to support agriculture, small enterprises, and key sectors like technology, consumption, and foreign trade [1] - Since 2025, the "Three 100 Billion" special loan quotas have facilitated the issuance of 92.9 billion yuan in loans to key sectors, significantly contributing to the development of new productivity in Guangdong [1] Group 2: Support for Technology Enterprises - Guangdong SKZH Technology Co., Ltd., a small tech enterprise, received a loan of 10 million yuan at a preferential interest rate of 3% through the "Yueke Rong" program, addressing its financing bottleneck due to its light asset and high R&D investment nature [2] - The "Yueke Rong" program, established in April, aims to provide low-cost policy funding support for local banks serving tech enterprises [2][3] Group 3: Innovative Financial Products - The "Shunying Technology Loan" product evaluates credit based on the proportion of tech personnel, R&D investment, and intellectual property, with a maximum credit limit of 20 million yuan [3] - The "Copyright Loan" and "Huanxin Loan" mechanisms have been developed to support the cultural and creative industries, allowing companies to leverage their copyright assets for financing [4] Group 4: Consumer Financing - The People's Bank of China Guangdong Branch has established a 10 billion yuan "Huanxin Loan" quota to stimulate consumer spending, leading to 46.5 billion yuan in credit support for consumer goods manufacturing and services [5] Group 5: Foreign Trade Financing - The "Yue Trade Loan" program has provided 5 billion yuan in special loan quotas, facilitating 10 billion yuan in credit for foreign trade enterprises, addressing their urgent funding needs and lack of collateral [6][7]

Group 1 - The company achieved significant progress in its three main businesses: comprehensive water resource development, clean energy development and operation, and ecological environmental protection and energy-saving services, successfully completing over half of its annual targets in the first half of the year [1] - The water resource segment delivered 20.43 billion cubic meters of water, achieving 53.4% of the annual plan, with significant progress in pipeline installation and investment in the southern central region of the province [1] - The clean energy sector integrated 300,000 kW of hydropower and 200,000 kW of wind power, generating 450 million kWh, which is 57% of the annual target, with ongoing projects in wind power and compressed air energy storage [1] Group 2 - The ecological environmental protection business made steady progress, with successful project completions including the equipment update for the Benxi High-tech Zone sewage treatment plant and the completion of the reclaimed water project at the Liaodong Bay Second Sewage Treatment Plant [2] - By the end of June, the company completed an annual investment of 1.316 billion yuan, with strategic emerging industries seeing a 60.96% year-on-year increase in investment [2] - The overall labor productivity reached 664,000 yuan per person, reflecting a year-on-year growth of 3.6% [2]

Core Viewpoint - Strong Tai Environmental (01395) expects to achieve a post-tax profit of no less than HKD 11 million in the first half of 2025, contrasting with a post-tax loss of approximately HKD 10.1 million for the six months ending June 30, 2024 [1] Group 1 - The anticipated profit in the first half of 2025 is primarily attributed to increased business revenue from the company's subsidiaries compared to the same period in 2024 [1] - Revenue sources include the expansion project of the wastewater treatment facility by Jiangsu Hengfa Wastewater Treatment Co., Ltd., which commenced in November 2024 [1] - Additional revenue is expected from IT services provided by PT Rimba Palma Sejahtera Lestari, particularly from the biomass power generation supply business of PT Sentosa Jaya Purnama, which is set to commence full operations by the end of July 2024 [1]

Core Viewpoint - Strong Tai Environmental (01395) expects to achieve a post-tax profit of no less than 11 million HKD in the first half of 2025, following a post-tax loss of approximately 10.1 million HKD for the six months ending June 30, 2024 [1] Group 1 - The anticipated profit in the first half of 2025 is primarily attributed to increased business revenue from the company's subsidiaries compared to the same period in 2024 [1] - Revenue sources include the expansion project of the wastewater treatment facility by Rugao Hengfa Wastewater Treatment Co., Ltd., which commenced construction in November 2024 [1] - Additional revenue is expected from IT services provided by PT Rimba Palma Sejahtera Lestari, particularly from the biomass power supply business of PT Sentosa Jaya Purnama, which is set to commence full operations at the end of July 2024 [1]

Core Viewpoint - The company, Jiarong Technology (301148.SZ), specializes in high-concentration wastewater treatment and has previously undertaken rare earth wastewater treatment projects through its subsidiary. The company does not currently engage in rare earth extraction-related water treatment but plans to monitor industry trends closely and conduct in-depth research based on its development strategy and market demand [1]. Group 1 - The company focuses on membrane technology applications for high-concentration wastewater treatment [1]. - The application areas of the company's products and services include landfill leachate treatment, industrial wastewater treatment and reuse, industrial process separation, and resource recycling [1]. - The company has previously handled rare earth wastewater treatment projects through its subsidiary [1]. Group 2 - The company does not currently involve itself in rare earth extraction-related water treatment services [1]. - The company intends to keep a close watch on industry dynamics and adjust its strategies according to market demands [1].

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司的膜产品有应用在稀土行业吗？是否有转 化订单？ 嘉戎技术（301148.SZ）8月18日在投资者互动平台表示，作为一家专注于高浓度污废水处理的膜技术应 用企业，公司产品及服务的应用领域主要包括垃圾渗滤液处理、工业废水处理及回用、工业过程分离， 资源循环回收等领域。公司子公司曾承接过稀土废水处理项目，除此之外，公司暂不涉及稀土提取相关 水处理业务，未来公司将密切关注该行业动态，根据自身的发展战略及市场需求进行深入研究。 ...

Core Viewpoint - The company specializes in membrane technology for high-concentration wastewater treatment and has previously engaged in rare earth wastewater treatment projects, but does not currently involve itself in rare earth extraction-related water treatment services [1] Group 1: Company Operations - The company's products and services are primarily applied in areas such as landfill leachate treatment, industrial wastewater treatment and reuse, industrial process separation, and resource recycling [1] - The company has a subsidiary that has undertaken rare earth wastewater treatment projects [1] Group 2: Future Outlook - The company will closely monitor industry trends and will conduct in-depth research based on its development strategy and market demand [1]

Core Insights - The Jordanian cabinet has approved the expansion and renovation project for the Ain Ghazaleh primary wastewater treatment plant and the sewage unloading station, with an expected investment of $3 million [1] - After the renovation, the treatment plant's daily processing capacity will increase to over 300,000 cubic meters, meeting wastewater treatment needs until 2045 [1] - The plant is responsible for the preliminary treatment of domestic sewage from Amman and surrounding areas, which is then transported via pipeline to the Al-Hirbeh Samra wastewater treatment plant for further processing [1] - The expansion is aimed at addressing the increased wastewater generated after the future operation of the national water conveyance project, necessitating infrastructure upgrades for the treatment plant [1]