责编:徐小雪 电话:(010)67139791 传真:(010)67139791 E-mail:dfxcb@vip.sina.com 泰安厚植高质量发展生 实现保护与发展"双赢",群众获得感、满意度不! ◆姜强 鲁记 "污染防治攻坚战纵深推进,被山东省委、省政府评为生态环 境领域真抓实干成效明显的市,实现国务院和省督查激励'大满 贯'。全市空气质量综合指数4.28,PM25年均浓度为38微克/立方 米,达到有监测记录以来最好成绩。水环境质量指数 4.76. 排名全 省第三,同比改善1.6%。美丽河湖创建成效明显,东平湖、海子河 分别成功人选国家级、省级美丽河湖优秀案例。重点建设用地安 全利用率保持 100%。'无废城市'和地下水污染防治试验区建设 两项国家级生态环境保护试点工作起势见效,泰山石膏有限 公司人选工信部'无废企业'典型案例,为全省唯一;泰安市 在全国地下水污染防治管理培训班上作典型发言,两个地下 水污染防治试点项目典型做法在《生态环境工作简报》上宣传 推介。'1市、1园区、3企业'(新泰市、新泰市循环经济产业园 区、晋煤明升达、石横特钢、龙泉水务)入选山东省减污降碳协同创 新试点名单 …… "一项 ...

Core Insights - In 2024, Hubei state-owned assets acquired four listed companies, with companies listed on the Beijing Stock Exchange showing the best stock performance [2] Group 1: Investment Performance - As of April 27, 2025, the cumulative market value of holdings reached 3.38 billion yuan, with a floating profit of 45 million yuan compared to the investment cost of 3.335 billion yuan [3] - Among the acquired companies, Runong Irrigation and Micro-Innovation Optoelectronics showed significant stock price increases, with Runong Irrigation achieving a floating profit of 190 million yuan (56% increase) and Micro-Innovation Optoelectronics a floating profit of 310 million yuan (185% increase) [3] Group 2: Company Specifics - Aotegia's control change announcement on March 29, 2024, involved a 2.1 billion yuan acquisition, representing a 20% premium over the closing price, leading to a high PE ratio of 126 times based on 2023 net profit of 73 million yuan [3][4] - Aotegia's revenue for 2023 was 6.85 billion yuan, with a projected revenue of 8.13 billion yuan in 2024, reflecting an 18.78% year-on-year growth [3] - Micro-Innovation Optoelectronics, acquired at a low price of 4.27 yuan per share, generated over 300 million yuan in floating profit by April 27, 2025, after gaining control through a voting rights design [5][6] - Shanghai Yashi underwent a significant transformation in 2024, with Hubei Guotai becoming the controlling shareholder for 728 million yuan, and the company achieved a revenue of 5.032 billion yuan, a 99.7% increase year-on-year [7][9] Group 3: Strategic Insights - Hubei state-owned assets focus on local industry chain needs, employing a "fill the gap" strategy in acquisitions, which enhances the effectiveness of mergers and acquisitions [13] - The acquisitions of Runong Irrigation and Micro-Innovation Optoelectronics benefited from low initial valuations and favorable policy conditions, leading to substantial floating profits [13]

记者 黄海华 科技成果转化是科技创新链中的重要一环。近年来，上海激活创新生态，多维度支撑科技成果转化 孵化。判断产业化环境是否友好，"最先一公里"和"最后一公里"是两个重要的风向标。 遴选培育走出"最先一公里" 在成果转化的"最初一公里"，有时需要的不仅仅是科学家的勇气。 科技成果转化也能"把脉问诊"？华东师范大学的科技成果"转化门诊""集体沙龙"和"一对一深度问 诊"，吸引了全校29个院系、110个项目的122人次参与。目前，专家团队已遴选出20个项目进入密切跟 进及概念验证阶段。 华东师大生命科学学院副教授孙越一直希望转化原创的泥炭藓种植技术，虽然此前接触过一些有合 作意向的投资人，但由于缺乏经验，对于究竟是"横向项目合作"还是"入股成立企业"，她始终下不了决 心。正是在"转化门诊"的"把脉"之下，专家条分缕析地解答了她的疑惑。此后，经过多次"特需门诊把 脉"，仅用两个多月就明确了设立企业的转化路径。如今，该项目已进入中试启动阶段。 上海国际绿色低碳概念验证中心与复旦大学江湾校区仅一条马路之隔。去年8月，在概念验证中心 助力下，复旦大学李庆教授团队创立了上海盖斯智测环境科技有限公司。在这之前，最让他苦恼的 ...

Core Points - The U.S. Environmental Protection Agency (EPA) plans to reduce its workforce to the lowest level since 1980 [1] - The agency will also cut its budget by $300 million [1] Group 1 - The workforce reduction indicates a significant shift in the agency's operational capacity and priorities [1] - The budget cut of $300 million reflects broader governmental fiscal constraints impacting environmental regulation and enforcement [1]

Enviri (NVRI) Q1 2025 Earnings Call May 01, 2025 09:00 AM ET Company Participants David Martin - VP - IR, Corporate FP&A & Business IntelligenceF. Nicholas Grasberger - Chairman, Director & CEOTom Vadaketh - SVP & CFODavis Baynton - Senior Equity Research Associate Conference Call Participants Larry Solow - Partner & Managing director - Equity AnalystRob Brown - Founding Partner & Senior Research Analyst Operator everyone to the Enviro Corporation First Quarter twenty twenty five Release Conference Call. Al ...

Core Viewpoint - The company, Chengbang Ecological Environment Co., Ltd., reported a negative net profit for 2024 and will not distribute cash dividends or issue bonus shares, focusing on optimizing its business structure and expanding into the semiconductor storage sector [1][3]. Company Overview - Chengbang Ecological Environment Co., Ltd. operates in two main business segments: ecological environment construction and semiconductor storage [2][9]. Ecological Environment Construction Business - The Chinese government has set ambitious goals for carbon neutrality by 2060, which presents growth opportunities for the ecological environment sector. However, local government financial constraints due to the real estate downturn have led to reduced investments in municipal landscaping projects, impacting project settlement and revenue [3][10]. - The company holds various construction qualifications, including first-class qualifications in municipal public works and environmental engineering, and has established a strong reputation in the Yangtze River Delta region [3][31]. Semiconductor Storage Business - The global semiconductor industry is projected to reach $627.6 billion in 2024, with the storage market expected to grow by over 81% year-on-year, reaching $167 billion, accounting for 26.61% of the total semiconductor market [5][6]. - The rapid development of AI models is driving increased demand for storage, with AI servers requiring significantly more DRAM and NAND than standard servers [6]. - The domestic market for NAND and DRAM is still developing, with current market shares of 4.1% and below 5%, respectively. However, advancements in technology and government support are accelerating the localization process [7]. - The demand for storage capacity and performance is rising due to the upgrade of terminal devices and the growth of data generation, which is expected to reach nearly 400 ZB by 2028 [8]. Business Strategy and Development - The company aims to develop a dual business model focusing on ecological environment construction and semiconductor storage, enhancing its core competitiveness and industry position [4][33]. - The company has made strategic adjustments, including the divestment of underperforming subsidiaries to optimize resource allocation and improve operational efficiency [29][30]. Financial Performance - The company reported a negative net profit for 2024, leading to the decision not to distribute dividends or issue bonus shares [1][3]. - The company is focused on improving cash flow management and cost control to navigate the complex market environment [28][32].

资料图：图为漓江风光。杨宗盛 摄 图为发布会现场。李凯 摄 发布会介绍，漓江生态环境质量稳步提升主要体现在生态质量、环境质量、生态环境友好和环境安全四 个方面。其中，生态质量方面，城市建成区公园绿地可达指数从61.68升至62.27；生物多样性保护取得 成效，国家重点保护动物在漓江流域有新分布记录。 环境质量方面，漓江综合水质指数下降，流域地表水水质改善；地下水水质优良比例从25%升至40%； 环境空气质量改善，细颗粒物(PM2.5 )浓度从25微克/立方米降至23微克/立方米，同比下降8%。 生态环境友好方面，农村生活污水治理率由49.11%提升至50.23%，上升1.12个百分点；自然岸线恢复与 保护工作取得积极进展。 环境安全方面，连续4年未发生较大等级以上的突发环境事件；一般固体废物和危险废物综合利用率总 体上升；农用地安全利用率由92.14%提升至96.92%，上升4.78个百分点。 4月25日，广西壮族自治区生态环境厅与桂林市人民政府召开发布会，正式发布《漓江生态环境质量指 数报告(2024年)》和《漓江生态环境质量报告(2024年)》。2024年漓江生态环境质量指数为86.82，比 2023年上 ...

4月27日，仕净科技发布2024年年报。报告显示，2024年仕净科技营业收入20.54亿元，归母净利润亏损 7.71亿元。公司2023年底投产的光伏电池项目仍处于产能爬坡阶段，固定成本高。2024年光伏产业竞争 激烈，电池产品价格持续走低。光伏电池业务对公司利润产生了拖累，是公司业绩下滑的主要原因。但 随着市场供需改善，光伏产品价格已止跌企稳，加之主营工业污染物处理的协同效应，公司长期价值和 发展潜力依然值得关注。 光伏行业周期拐点出现，战略布局展现强大韧性 仕净科技（股票代码:301030），成立于2005年，总部位于江苏苏州，主营业务为环境污染防治设备的 研发、设计、生产、系统集成和销售，以及提供第三方运管和在线监测服务，向光伏新能源、消费电 子、汽车制造、钢铁冶金、水泥建材等众多行业提供环境污染防治的提供经济有效的整体解决方案。同 时公司投资建设了24GW高效太阳能电池片及其产业配套生产基地，一期年产18GW TOPCon高效太阳 能电池片项目已于2023年12月28日投产。 2024年光伏电池供需情况进一步恶化。据光伏领域专业咨询机构Infolink Consulting与光伏协会测算， 2024年全 ...

Core Insights - Shanghai Environment (601200.SH) reported a total revenue of 1.342 billion yuan for Q1 2025, marking an increase of 18.44 million yuan or 1.39% year-on-year [1] - The net profit attributable to shareholders reached 157 million yuan, up by 29.88 million yuan or 23.52% compared to the same period last year [1] - The company experienced a negative cash flow from operating activities amounting to -46.0015 million yuan [1] Financial Performance - The latest debt-to-asset ratio stands at 55.56%, a decrease of 0.48 percentage points from the previous quarter and a reduction of 1.82 percentage points year-on-year [3] - The gross profit margin is reported at 29.24%, with an increase of 3.26 percentage points from the previous quarter [3] - Return on equity (ROE) is at 1.38%, reflecting an increase of 0.20 percentage points year-on-year [3] - The diluted earnings per share (EPS) is 0.12 yuan, an increase of 0.02 yuan or 23.52% compared to the same period last year [3] - Total asset turnover ratio is 0.04 times, remaining stable compared to the previous year, while inventory turnover ratio is 4.03 times, ranking 37th among peers [3] Shareholder Structure - The number of shareholders is 64,200, with the top ten shareholders holding 807 million shares, accounting for 59.92% of the total share capital [3] - The largest shareholder is Shanghai Urban Investment (Group) Co., Ltd., holding 46.51% of shares [3]

• 电解水制氢设备成本下降显著影响绿醇、绿氨等产品制造成本，辽源项目 每公斤绿氢生产成本约为 15 元人民币，未来随着设备成本降低及工艺优 化，绿色甲醇有望竞争传统灰醇市场。 Q&A 中国天楹在 2024 年的经营业绩如何？有哪些主要影响因素？ 中国天楹 20250429 摘要 • 中国天楹 2024 年通过精细化管理和组织变革提升盈利能力，但受菲律宾 子公司补税影响，归母净利润为 3.16 亿元。若剔除补税影响，则同比增 长 37.41%。 • 2025 年一季度，中国天楹营收同比下降 3.64%，归母净利润同比下降 47.63%，主要受海外 EPC 业务未达收入确认节点、新能源项目融资导致 财务费用增加以及税收优惠政策到期影响。 • 中国天楹将持续推进国内国际双循环发展策略，利用先发优势拓展海外垃 圾焚烧发电市场，并与苏伊士集团战略合作，落地 EPC 项目，同时重点推 进东北氢能项目，已获得接近 10GW 风光指标。 • 2025 年一季度，垃圾焚烧发电板块收入占比约 50%，毛利率维持在 47% 左右；城市环境服务业务收入占比约 35%，毛利率约为 24%。 • 全球贸易局势通过外汇风险敞口间接影响公司 ...