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AI+赋能无锡水务全力构建智慧化应用新矩阵
Xin Hua Ri Bao· 2025-04-23 19:56
无锡市水务集团积极投身"智改数转+AI深融"战略浪潮,全力推动AI技术在供水服务全链条的融合应 用,以"数据驱动、场景创新"为核心,构建智慧化应用矩阵,助力实现安全、节能、高效、优质供水, 为水务行业数字化转型提供"无锡样本"。 在芦村污水处理厂,碳源精准投加项目引入AI水质化验机器人已运用于四期十万吨生物池。该机器人 搭载高精度紫外分光光度计与六轴联动机械臂,实现"采样—分析—报告"全自动作业同步,关键水质指 标可24小时连续精准检测,显著提高了检测数据准确度。同时,建立碳源需求预测模型,实现智能化加 药控制。目前,已累计输出有效监测数据超12万组,成功预警工艺异常17次,为厂部稳定运行构筑 起"智能检测—精准调控—节能降耗"的科技防线。 无锡市水务集团开发应用智能清洗机器人,打造"洁"尽全力为水厂池体清理"解放双手"的新体验,推动 实现"人不下池、水不断流、异物尽除"。通过人工智能控制技术对水厂池体内部进行建模,智能路线规 划,实现带水清洗水厂沉淀池和砂滤池池壁,避免了传统清洗方式对供水系统的影响。同时,有效节约 人工成本及耗水量,切实提升水厂运营管理效率。 水中携带的藻类是供水安全保障中的重点关注内容, ...
钱江水利:践行ESG理念 推动水务产业链价值提升
Zhong Zheng Wang· 2025-04-23 07:37
中证报中证网讯(王珞)日前,钱江水利(600283)发布ESG解读报告,全面展示其在环境、社会和治理 (ESG)领域的实践与成果。 作为浙江省唯一以水务为核心产业的国有控股上市公司,钱江水利始终以坚持"为人类和社会提供健康 的水"为初衷,整合优势资源服务民生,以强烈的责任感和使命感推动水务产业链价值提升,积极构建 绿色可持续发展的环保产业链。 2024年,凭借在ESG领域的优秀表现,钱江水利荣获"金牛奖新锐二十强"等奖项,赢得了投资者、专业 机构和权威媒体的广泛认可。 绿色科技驱动 钱江水利将环境保护作为企业可持续发展的核心战略,通过构建环境管理体系、推进节能降碳与智慧水 厂建设,实现了资源高效利用与低碳转型的深度融合。2024年,公司在环境管理方面的投入高达1.33亿 元,占营业收入的比例达到5.71%,以实际行动践行绿色发展承诺。 数字化是驱动公司绿色发展的重要手段。钱江水利将数字化转型作为战略重点,积极探索新技术在水务 领域的应用,推动传统水厂向现代化、智能化方向升级。在智慧水厂建设中,定海水厂研发项目引入水 动力优化模型等前沿技术,已顺利进入交付阶段,极大提升了水厂运营智能化水平,实现标准化管理和 少 ...
国中水务:审慎决策终止重大资产重组,待外部条件改善将适时评估推进可能
Sou Hu Wang· 2025-04-23 02:15
在推进重组的近一年中,国中水务始终保持信息披露的及时性与完整性,严格履行监管要求,确保资本 市场的有序运行。公司表示,终止重组不会对其日常生产经营和财务稳健性造成实质影响,当前主营业 务运行良好,现金流充裕,治理结构完善。 根据公告,国中水务承诺自公告披露日起至少一个月内不再筹划重大资产重组事项。与此同时,公司也 将持续围绕绿色水务主业,加强运营提效与技术升级,不断提升企业的内生增长能力与行业竞争力。 未来,国中水务将继续秉承"稳中求进"的战略导向,以高质量发展为主线,积极把握政策与市场机遇, 为投资者创造更长期、可持续的价值回报。 此次重组原计划旨在增强国中水务在优质饮品产业链中的战略布局,通过间接控股北京汇源食品饮料有 限公司,实现产业协同与资源整合。然而,因交易标的股权受司法冻结,转让条件受限,公司经过多轮 尽调、评估及审慎研判后,选择终止本次交易。 "我们始终秉持合规、透明、负责任的原则推动每一项重大事项。"国中水务相关负责人表示,"此次终 止并非战略放缓,而是我们对当前市场环境与交易条件进行全面评估后的慎重选择。未来,待外部条件 改善,我们将适时评估相关战略机会的推进可能。" 4月23日,黑龙江国中 ...
重庆水务集团股份有限公司关于股东大会开设网络投票提示服务的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-04-23 01:14
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、准确性和完整性承担法律责任。 重庆水务集团股份有限公司(以下简称公司)于2025年4月2日披露关于召开2024年年度股东大会的通 知,公司拟于4月28日召开2024年年度股东大会,本次会议采用现场投票和网络投票相结合的表决方 式。详见公司于2025年4月2日在《中国证券报》《上海证券报》《证券时报》及上海证券交易所网站上 披露的《重庆水务集团股份有限公司关于召开2024年年度股东大会的通知》(公告编号:临2025- 035)。 为更好服务广大中小投资者,确保有投票意愿的中小投资者能够及时参会、及时投票,公司拟使用上证 所信息网络有限公司(以下简称上证信息)提供的股东大会提醒服务,委托上证信息通过智能短信等形 式,根据股权登记日的股东名册主动提醒股东参会投票,向每一位投资者主动推送股东大会参会邀请、 议案情况等信息。投资者在收到智能短信后,可根据使用手册(下载链接: https://vote.sseinfo.com/i/yjt_help.pdf)的提示步骤直接投票,如遇拥堵等情况,仍可通过原有的交易系 统投票平 ...
中证香港300公用事业指数报1540.83点,前十大权重包含华能国际电力股份等
Jin Rong Jie· 2025-04-21 07:28
金融界4月21日消息,上证指数低开高走,中证香港300公用事业指数 (H300公用,L11229)报1540.83 点。 数据统计显示,中证香港300公用事业指数近一个月下跌1.12%,近三个月上涨1.97%,年至今下跌 3.05%。 据了解,中证香港300行业指数系列在中证香港300指数样本中,按中证行业分类标准进行分类,以进入 各一、二、三级行业的全部证券作为样本编制指数,形成中证香港300行业指数系列,以反映香港市场 不同行业的整体表现。该指数以2004年12月31日为基日,以1000.0点为基点。 资料显示,指数样本每半年调整一次,样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整,调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前,权重因子一般固定不变。遇临时调整时,当中证香港300指数调整样本时,其下属的行业指 数样本随之进行相应调整。在样本公司有特殊事件发生,导致其行业归属发生变更时,将对中证香港 300行业指数系列样本进行相应调整。当样本退市时,将其从指数样本中剔除。样本公司发生收购、合 并、分拆等情形的处理,参照计算与维护细则处理。 ...
公用环保202504第3期:工信部组织开展2025年度工业节能监察工作,3月全社会用电量同比增长4.8%
Guoxin Securities· 2025-04-21 06:15
Investment Rating - The report maintains an "Outperform" rating for the public utility and environmental sectors [4][6]. Core Views - The report highlights that coal and electricity prices are declining simultaneously, which is expected to maintain reasonable profitability for thermal power companies. Recommendations include major thermal power enterprises such as Huadian International and Shanghai Electric [3][6]. - Continuous government policies supporting renewable energy development are anticipated to stabilize profitability in the renewable energy sector. Recommended companies include Longyuan Power, Three Gorges Energy, and regional offshore wind power companies like Guangxi Energy and Funiu Co [3][6]. - The growth in installed capacity and power generation is expected to offset the downward pressure on electricity prices, with nuclear power companies like China Nuclear Power and China General Nuclear Power projected to maintain stable profitability [3][6]. - High-dividend hydropower stocks are highlighted for their defensive attributes in a global interest rate decline context, with recommendations for Changjiang Electric Power [3][6]. - The environmental sector, particularly water and waste incineration industries, is entering a mature phase with significant improvements in free cash flow. Recommended companies include China Everbright Environment and Zhongshan Public Utilities [3][6]. Summary by Sections Market Review - The Shanghai Composite Index rose by 0.59%, while the public utility index increased by 1.77%. The environmental index saw a slight increase of 0.04% [12][19]. - In March, the total electricity consumption reached 828.2 billion kWh, marking a year-on-year growth of 4.8% [13][49]. Important Policies and Events - The report notes that in March, the first industry electricity consumption was 10.6 billion kWh (up 9.9%), the second industry was 557.8 billion kWh (up 3.8%), and the third industry was 148.4 billion kWh (up 8.4%) [13][52]. Key Company Profit Forecasts and Investment Ratings - Huadian International, Jin Kai New Energy, Shanghai Electric, Longyuan Power, and others are rated as "Outperform" with specific EPS and PE forecasts provided [6]. Industry Dynamics - The report discusses the decline in the import of mass spectrometers from the US, with a significant drop in both import value and quantity from 2020 to 2024 [15][17]. Sector Performance - The report indicates that the public utility and environmental sectors ranked 7th and 23rd respectively among 31 industry classifications in terms of performance [12][19]. Electricity Industry Data - The report provides detailed statistics on electricity generation, noting a 1.8% year-on-year increase in industrial electricity production in March, with specific growth rates for different energy sources [42][49]. Carbon Market Overview - The report includes insights into the domestic carbon market, highlighting recent price trends and trading volumes [86][87]. Coal Price Trends - The report notes that the price of thermal coal remained stable, with the price at the port reported at 678 RMB/ton [99].
五年营收净利年均增超10% 兴蓉环境谱写出高质量发展范本
Mei Ri Jing Ji Xin Wen· 2025-04-20 14:27
Core Viewpoint - Xingrong Environment has demonstrated steady growth in its 2024 annual report, with significant increases in revenue and net profit, showcasing its robust business model in the water supply and environmental protection sectors [1][2][4]. Financial Performance - In 2024, the company achieved operating revenue of approximately 9.049 billion yuan, a year-on-year increase of 11.90% [1]. - The net profit attributable to shareholders reached 1.996 billion yuan, reflecting a growth of 8.28% [1]. - Earnings per share were reported at 0.67 yuan, up by 8.06% compared to the previous year [1]. - From 2020 to 2024, the compound annual growth rates for operating revenue and net profit were 13.93% and 11.35%, respectively [1][2]. Business Segments - The wastewater treatment service revenue was approximately 3.641 billion yuan, marking a 20.42% increase, with a gross margin of 41.63% [4]. - The company processed 1.384 billion tons of wastewater, a 9.72% increase year-on-year [4]. - In the water supply segment, the company sold 1.15 billion tons of water, a 7.62% increase, generating revenue of 2.620 billion yuan [4]. - The revenue from waste incineration power generation grew by 10.51%, with a gross margin of 48.07% [5]. Strategic Initiatives - The company has launched a dividend plan for 2024, proposing a cash dividend of 1.87 yuan per 10 shares, a 10% increase from 2023 [3]. - Xingrong Environment is expanding its market presence by initiating new water supply and drainage projects in various regions and acquiring projects related to kitchen waste disposal [5][6]. - The company is focusing on digital transformation and innovation, with a significant increase in R&D investment, amounting to 54.88 million yuan, a 355.05% increase from 2023 [8]. Future Outlook - The company is expected to continue its growth trajectory with several projects set to commence operations in the coming years, including new water treatment facilities and waste incineration projects [6]. - Xingrong Environment aims to enhance its operational efficiency and management through the implementation of smart technologies and standardized processes [9][10].
上海威派格智慧水务股份有限公司关于使用部分暂时闲置募集资金进行现金管理的进展公告
Shang Hai Zheng Quan Bao· 2025-04-18 22:34
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:603956 证券简称:威派格 公告编号:2025-053 上海威派格智慧水务股份有限公司 关于使用部分暂时闲置募集资金进行现金管理的进展公告 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、准确性和完整性承担法律责任。 重要内容提示: ● 履行的审议程序:公司于2025年3月6日召开第四届董事会第三次临时会议,审议通过了《公司关于使 用部分暂时闲置募集资金进行现金管理的议案》,同意公司在不影响募投项目资金使用进度安排及保证 募集资金安全的前提下,使用总额不超过人民币30,000.00万元的暂时闲置募集资金进行现金管理,适时 购买安全性高、流动性好、有保本约定的理财产品,包括但不限于银行理财产品、银行存款类产品、结 构性存款、券商理财产品、券商收益凭证、大额存单等,使用期限自公司第四届董事会第三次临时会议 审议通过之日起12个月。在上述使用期限及额度范围内,资金可循环滚动使用,期满归还至公司募集资 金专管账户。董事会授权董事长在额度范围内行使该项投资决策权并签署相关合同文件,具体由公司财 务部负责 ...
上海威派格智慧水务股份有限公司 第四届董事会第五次临时 会议决议公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-04-18 08:49
证券代码:603956 证券简称:威派格 公告编号:2025-049 登录新浪财经APP 搜索【信披】查看更多考评等级 上海威派格智慧水务股份有限公司 第四届董事会第五次临时 会议决议公告 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、准确性和完整性承担法律责任。 一、董事会会议召开情况 上海威派格智慧水务股份有限公司(以下简称"公司")第四届董事会第五次临时会议于2025年4月17日 以现场结合通讯方式召开,会议通知及相关资料于2025年4月14日通过电子邮件和专人送达的方式发 出。本次董事会应参加会议表决的董事9人,实际参加表决的董事9人,会议由公司董事长李纪玺先生主 持。会议的召集和召开程序符合《公司法》等法律法规和《公司章程》的有关规定,会议形成的决议合 法、有效。 二、董事会审议情况 经与会董事认真审议,以记名投票表决方式一致通过如下议案: (一)审议通过《关于使用部分闲置募集资金临时补充流动资金的议案》 公司结合生产经营实际情况和募集资金使用情况,为提高募集资金的使用效率,降低公司财务费用,在 确保募投项目正常实施的前提下,公司拟使用不超过人 ...
兴蓉环境:主营业务毛利率上行,经营质量稳步提升-20250418
Xinda Securities· 2025-04-18 08:23
Investment Rating - The investment rating for the company is "Buy" [1] Core Views - The company's main business gross margin is on the rise, indicating a steady improvement in operational quality [1] - In 2024, the company achieved operating revenue of 9.049 billion yuan, a year-on-year increase of 11.9%, and a net profit attributable to shareholders of 1.996 billion yuan, up 8.3% year-on-year [1][2] - The company plans to distribute a dividend of 1.87 yuan per 10 shares, resulting in a dividend yield of 2.46% based on the closing price on April 17 [2] Summary by Sections Business Performance - The water supply business sold 1.15 billion tons in 2024, a year-on-year increase of 7.62%, generating revenue of 2.62 billion yuan, up 7.26% year-on-year, with a gross margin of 45.57% [4] - The wastewater treatment business processed 1.384 billion tons, a year-on-year increase of 9.72%, with revenue of 3.641 billion yuan, up 20.42% year-on-year, and a gross margin of 41.63% [4] - The environmental protection business generated 994 million kWh of waste incineration power, a year-on-year increase of 2.88%, with a gross margin of 48.07% [4] Financial Metrics - The company reported a net cash flow from operating activities of 3.681 billion yuan in 2024, an increase of 8.61% year-on-year [4] - Accounts receivable increased by 21.55% year-on-year to 3.28 billion yuan, with a turnover period of 118.94 days, an increase of 11 days year-on-year [4] - The company expects to achieve operating revenues of 9.687 billion yuan, 10.592 billion yuan, and 10.983 billion yuan for 2025, 2026, and 2027 respectively, with net profits of 2.192 billion yuan, 2.492 billion yuan, and 2.538 billion yuan [5][6] Growth Potential - The company is expected to continue expanding its water supply market in Chengdu, with new projects set to come online in 2025 [5] - The company has a robust pipeline of projects, with a total capacity of over 9 million tons per day, which is expected to contribute to revenue growth in the coming years [5]