Summary of Key Points from Conference Call Records Industry Focus - The discussion centers around the waste management and renewable energy sectors, particularly focusing on waste-to-energy (WTE) technologies and the integration of green electricity with waste management practices [1][2]. Core Insights and Arguments - Recent policy developments from two ministries encourage the direct connection of green electricity, including biomass and waste incineration, promoting local consumption and increasing self-use ratios to at least 35% by 2030 [1][2]. - Waste incineration is highlighted as a unique renewable energy source with advantages such as: 1. Stable power generation with annual utilization hours exceeding 7000 [2]. 2. Proximity to urban areas, offering ample land at lower costs [2]. 3. Minimal barriers for direct connections, with high procurement costs from the grid [2]. - Companies in the sector are accelerating their collaborative layouts in data centers (IDC), with improvements in profitability, cash flow, and increased dividends expected to drive performance and valuation [2]. - The long-term goal of self-sufficiency in research and development for scientific instruments is emphasized, suggesting a focus on foundational industries rather than short-term policy fluctuations [2][3]. Additional Important Content - Domestic companies have been enhancing their R&D and production capabilities, with some firms expected to excel in high-end development amidst this trend [3]. - The automation of sanitation services is gaining traction, with major companies accelerating their investments in this area. The potential market size for unmanned sanitation services in China could reach 280 billion yuan by 2025, with significant opportunities in the sales of autonomous cleaning vehicles [4]. - The trend towards "sanitation automation" is seen as an optimization of business models within the industry, allowing waste management companies to reduce labor intensity and expedite the integration of waste-to-energy solutions [4]. Companies to Watch - Suggested companies for investment consideration include: - 盈峰环境 (Yingfeng Environment) - 聚光科技 (Juguang Technology) - 永兴股份 (Yongxing Co.) - 瀚蓝环境 (Hanlan Environment) - 海螺创业 (Conch Venture) [1][2].

截至2025年5月30日收盘，华宏科技（002645）报收于8.11元，较上周的8.07元上涨0.5%。本周，华宏 科技5月29日盘中最高价报8.27元。5月26日盘中最低价报8.02元。华宏科技当前最新总市值47.16亿元， 在环保设备板块市值排名7/28，在两市A股市值排名3031/5146。 本周关注点 关于为全资子公司提供担保的进展公告 公司于2025年4月23日和2025年5月23日召开会议，审议通过了关于公司及子公司2025年度对外担保额度 预计的议案。近日，公司与赣州银行股份有限公司庐陵支行签署了《最高额保证合同》，为吉安鑫泰科 技有限公司向赣州银行庐陵支行申请的5000万元授信提供连带责任保证担保。截至公告披露日，公司为 合并报表范围内的子公司提供担保余额为136500万元人民币。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 公司公告汇总：北京华宏再生资源利用有限公司注册资本增至10000万元人民币。 公司公告汇总：华宏科技为全资子公司吉安鑫泰科技有限公司提供5000万元连带责任保证担保。 公司公告汇总 关于子公 ...

福龙马5月30日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 国联民生证券股份有限公司北京分公司 | 6645.56 | | | 买二 | 国泰海通证券股份有限公司成都北一环路证券营业部 | 4967.90 | | | 买三 | 中信证券股份有限公司浙江分公司 | 4802.50 | | | 买四 | 华泰证券股份有限公司镇江黄山南路证券营业部 | 4319.43 | | | 买五 | 国泰海通证券股份有限公司总部 | 2901.97 | | | 卖一 | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券 | | 6981.99 | | | 营业部 | | | | 卖二 | 国盛证券有限责任公司宁波桑田路证券营业部 | | 6795.64 | | 卖三 | 国泰海通证券股份有限公司成都北一环路证券营业部 | | 5480.96 | | 卖四 | 华泰证券股份有限公司马鞍山湖东中路证券营业部 | | 5319.09 | 卖五 国泰海通证券股份有限公司总部 5201.14 ...

Core Viewpoint - The article discusses tax incentives for companies investing in environmental protection, energy conservation, and safety production equipment, allowing them to offset 10% of the investment amount against their corporate income tax liability for the year [2][6]. Group 1: Tax Incentives Overview - Companies purchasing and using specialized equipment for environmental protection, energy conservation, and safety production since January 1, 2008, can offset 10% of the investment amount against their corporate income tax [2]. - If the tax liability for the year is insufficient to utilize the full offset, the unused portion can be carried forward for up to five tax years [4][7]. Group 2: Digital and Intelligent Transformation - From January 1, 2024, to December 31, 2027, companies can also offset 10% of the investment in digital and intelligent transformation of specialized equipment, provided the investment does not exceed 50% of the original tax basis of the equipment [6]. - Similar to the general offset, if the current year's tax liability is insufficient, the unused portion can be carried forward for a maximum of five years [7]. Group 3: Calculation Guidelines - The investment amount is defined as the total invoice price of the purchased specialized equipment, excluding refundable VAT and costs related to transportation, installation, and debugging [9]. - For VAT-inclusive invoices, if the VAT input tax is deductible, the investment amount excludes the VAT; otherwise, it includes the total amount stated on the invoice [10][11]. Group 4: Important Considerations - Companies must actually use the specialized equipment to qualify for the tax incentives [15]. - If a company transfers or leases the equipment within five tax years from the purchase or completion of the transformation, the tax benefits must be stopped, and previously offset taxes must be repaid [15]. - Investments made using government funding are not eligible for tax offsets [15]. Group 5: Documentation Requirements - Companies must retain documentation such as purchase lists, invoices, contracts for leased equipment, and proof of the equipment's actual use [16][17]. - For digital and intelligent transformation, a detailed plan or registered technical contract must be prepared and kept for record [18]. Group 6: Case Study - A company that invested 3 million (excluding tax) in intelligent transformation of environmental protection equipment in November 2024 can offset 20,000 against its tax liability based on the calculations provided [20][22][23]. Group 7: FAQs - The tax incentives for self-use purchases and digital transformation can be enjoyed simultaneously, as they do not conflict with each other [27]. - Current valid directories for tax incentives can be found in official notifications from relevant government departments [28][29]. Group 8: Legal Basis - The article references various legal documents and regulations that govern the corporate income tax incentives related to environmental protection and energy conservation equipment [31].

Investment Rating - The industry investment rating is "Positive" [2] Core Viewpoints - The report highlights that the environmental equipment sector is expected to recover driven by policy support, with specific focus on the integration of sewage treatment plants and networks [4][6] - The report indicates that the "14th Five-Year Plan" emphasizes the need for improved environmental quality and industrial green low-carbon development, which is likely to maintain high prosperity in energy-saving and environmental protection sectors [6][32] Summary by Sections Market Performance - As of May 16, the environmental sector remained flat compared to the previous week, underperforming the broader market; the Shanghai Composite Index rose by 0.76% to 3367.46 [5][8] - The water governance sector increased by 0.23%, while the water service sector decreased by 0.29%; air governance rose by 2.10% [10] Industry Dynamics - On May 15, the Central Committee and the State Council released opinions on promoting urban renewal, emphasizing the acceleration of underground pipeline construction and the establishment of a unified operation and maintenance mechanism for sewage treatment plants [23][25] - The report notes that the national carbon emissions trading market has expanded to include steel, cement, and aluminum industries, which is expected to boost the demand for carbon measurement and online monitoring systems [16][22] Investment Recommendations - The report suggests that water and waste incineration sectors, as operational assets, are expected to see stable profit growth and improved cash flow, benefiting from market reforms in public utilities [6][32] - Key recommendations include companies such as Huanlan Environment, Xingrong Environment, and Hongcheng Environment, with additional attention to Wangneng Environment and Junxin Co. [6][32]

Group 1 - Company received an inquiry letter from the Shanghai Stock Exchange regarding its application for a specific stock issuance on March 19, 2025 [1][2] - The company, along with relevant intermediaries, conducted a thorough study and provided responses to the inquiry letter, with further revisions made based on additional feedback from the exchange [2] - The issuance of stocks is subject to approval from the Shanghai Stock Exchange and the China Securities Regulatory Commission, with uncertainties regarding the approval timeline [2] Group 2 - The company announced the 2024 annual shareholders' meeting scheduled for June 5, 2025 [4][5] - The meeting will utilize a combination of on-site and online voting methods, with specific time slots for voting outlined [6] - Shareholders must register to attend the meeting, with detailed registration procedures provided for both institutional and individual shareholders [11][13]

Group 1: Business Expansion and Performance - The company achieved overseas business revenue of 26.804 million yuan in 2024, representing a 41.20% increase compared to the same period in 2023 [3] - The overseas market expansion has successfully entered multiple countries, including Europe, Singapore, Brazil, Colombia, Malaysia, and Vietnam [3] - The company plans to enhance its overseas sales and service network by collaborating with local enterprises and understanding market demands [3] Group 2: Technological Applications and Innovations - The company is actively exploring membrane technology applications in emerging sectors, including the new energy industry, to expand its business boundaries [2] - In the circular economy sector, the company has established a presence in the lithium battery industry, focusing on upstream cathode material production processes and associated wastewater treatment [4] - The company is engaged in technical collaborations with leading industry players for projects related to electrolyte recovery, waste acid treatment, and precious metal recovery, with most projects currently in the planning stage [4] Group 3: Strategic Responses to Market Conditions - The impact of Sino-U.S. trade tensions on the company is limited, as the revenue from U.S. operations constitutes a very small percentage of total income [3] - The company has implemented strategic stockpiling and is developing domestic alternatives for raw materials sourced from the U.S. to mitigate potential risks [3] - The company will closely monitor international political and economic changes to adjust its strategies accordingly [3]

Core Viewpoint - Guangdong Kangyuan Environmental Protection Equipment Co., Ltd. has successfully developed the "Intelligent and Efficient Composite Biological Filter Bed Technology," overcoming traditional VOCs treatment technology limitations and demonstrating significant ecological and economic benefits across various industries [1] Technology Innovation - The traditional VOCs treatment technologies face issues such as low efficiency, high energy consumption, and secondary pollution. After five years of research, Kangyuan's team achieved breakthroughs in three areas: biological degradation, intelligent control, and material processes [3] - In biological degradation, a high-adaptability composite microbial community was cultivated, achieving a VOCs removal rate consistently above 90%. Compared to traditional methods, microbial activity increased by 50%, and removal efficiency improved from 30% to over 90%, with shock load resistance enhanced by 2.3 times [3] - The intelligent monitoring system integrates IoT sensing, big data analysis, and AI algorithms, allowing real-time collection of 12 key parameters. This innovation reduced energy consumption by 35% compared to traditional methods, while maintaining treatment efficiency fluctuations within ±2% [3] Material and Process - The composite filler developed by the team has a specific surface area of 1800 m²/m³ and a porosity of 85%. The gas retention time is extended to 1.8 times that of traditional technologies, leading to a 30% reduction in microbial film formation time and a decrease in system startup time from 15 days to 10 days [4] Multi-Dimensional Advantages - The technology avoids explosion risks associated with RTO/RCO technologies, achieving an explosion-proof rating of ExdⅡBT4. Operating costs are reduced by over 70% compared to activated carbon adsorption, with a filler lifespan exceeding 8 years and a 70% reduction in maintenance frequency [6] - The process generates no secondary pollution, with degradation products primarily being CO2 and H2O. Noise levels are kept below 65 dB(A), and overall carbon emissions are reduced by 82% compared to combustion methods [6] - The remote monitoring platform allows for 24/7 unattended operation, with a fault self-diagnosis accuracy of 95% and a maintenance response time of two hours. The introduction of a big data prediction model enables a 72-hour advance prediction of filler layer status changes, reducing user maintenance costs by 70% [6] Application Practice - The technology has shown significant results across various industries. In the printed circuit board industry, it effectively addressed complex benzene pollution, maintaining VOCs emissions below 10 mg/m³ and saving annual operating costs of 6.78 million yuan. In the lithium battery industry, a specialized microbial combination achieved a treatment efficiency of 93.5% for NMP recovery tail gas [8] - The technology has standardized modular designs, with a single system capable of handling 5000 m³/h to 100,000 m³/h. As of last year, 23 engineering cases have been implemented across 8 sub-industries, with an online equipment rate of 98.7% [9] - The project has received high praise from experts for its three major innovations: the introduction of AI predictive control technology into biological filter systems, the development of composite fillers with both physical adsorption and biological affinity, and the establishment of a cross-industry VOCs characteristic database. The technology has been granted 3 invention patents and 13 utility model patents, forming a complete technical standard system [9]

关于召开 2024 年度暨 2025 年第一季度业绩说明会的 公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大 遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ? 会议召开时间：2025 年 05 月 21 日(星期三)上午 09:00-10:00 证券代码：688501 证券简称：青达环保 公告编号：2025-025 青岛达能环保设备股份有限公司 ?会议召开地点：上海证券交易所上证路演中心（网址： http://roadshow.sseinfo.com/） ? 会议召开方式：上证路演中心网络互动 ? 投资者可于 2025 年 05 月 14 日(星期三)至 05 月 20 日(星期二)16:00 前 登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 zqb@daneng.cc 进行提问。公司将在说明会上对投资者普遍关注的问题进行回 答。 青岛达能环保设备股份有限公司（以下简称"公司"）已分别于 2025 年 4 月 22 日、2025 年 4 月 28 日发布公司 2024 年年度报告及 2025 年第一季度报告， 为便于广大投资者更全 ...

公司章程 公司章程 上海盛剑科技股份有限公司 章程 二○二五年五月 公司章程 司章程 上海盛剑科技股份有限公司章程 第一章 总则 第一条 为维护上海盛剑科技股份有限公司（以下简称"公司"）、股东 和债权人的合法权益，规范公司的组织和行为，根据《中华人民共和国公司法》 （以下简称"《公司法》"）、《中华人民共和国证券法》（以下简称"《证券 法》"）和其他有关规定，制订本章程。 第二条 公司系依照《公司法》和其他有关规定，由上海盛剑环境系统科 技有限公司整体变更设立，在上海市市场监督管理局注册登记，取得统一社会信 用代码为 9131011459814645XR 的《营业执照》。 第三条 公司于 2020 年 12 月 22 日经中国证券监督管理委员会（以下简称 "中国证监会"）核准，首次向社会公众发行人民币普通股 30,987,004 股，于 第四条 公司注册名称 中文全称：上海盛剑科技股份有限公司 英文全称：Shanghai Shengjian Technology Co., Ltd. 第五条 公司住所：上海市嘉定区汇发路 301 号，邮政编码：201815。 第六条 公司注册资本为人民币 14,899.906 ...