9月11日下午，在天津辖区上市公司2025年投资者网上集体接待日活动中，天津创业环保集团股份有限 公司向投资者展示了公司在科技创新、融资拓展和项目建设方面的积极进展，呈现出稳健发展的良好态 势。 在融资方面，公司取得重要突破。总会计师聂艳红透露，公司已成功完成5亿元绿色中期票据的发行备 案工作，银行可用授信余额已超40亿元。这表明公司融资渠道畅通，资金储备充足，为后续项目投资和 业务拓展提供了坚实的资金保障。 科技创新成果显著。据代总经理张健介绍，公司在报告期内持续加大研发投入，在除磷药剂应用、深度 处理设备开发及储能项目推广等前沿方向均取得显著突破。公司成功获得2项发明专利授权，并积极推 动产学研深度融合与科技成果高效转化。特别是在数字化建设方面，公司致力于推动基于物联网的数智 化与AI+技术在各业务领域的深度应用，夯实了企业级工业物联网平台的建设基础。 项目建设稳步推进。董事会秘书齐丽品表示，公司正积极依托政府部门争取政策与资源支持，积极探索 推进厂网一体化、咸阳路二期等存量盘活项目；有序推进芜湖、克拉玛依、文登提标改造等项目实施， 成功落地宝应仙荷项目。通过扩大有效投资进一步做优增量，同时统筹内外部资源 ...

海峡环保公告，公司拟与控股股东福州水务集团有限公司全资子公司福州海峡水业有限公司签署《福州 市洋里污水处理厂光伏微电网能源管理项目合作合同》，合作期限为三年，预计每年发生的关联交易金 额不超过700万元(含税)，合作期限内预计发生的关联交易金额累计不超过2100万元(含税)。根据合同约 定，海峡水业将在福州市洋里污水处理厂厂区内投资建设"光伏微电网能源管理项目"，项目建成后，公 司可以按合同约定的协议电价向关联方购买"光伏微电网能源管理项目"产生的电能。本次交易类别为购 买电力，所需资金来源为公司自有资金，结算电费按公司与国家电网当月结算电价的九折计算。 ...

Core Viewpoint - The company, Haixia Environmental Protection (603817.SH), plans to sign a cooperation contract with its controlling shareholder, Fuzhou Water Group Co., Ltd., through its wholly-owned subsidiary, Fuzhou Haixia Water Industry Co., Ltd., for a photovoltaic microgrid energy management project at the Yangli sewage treatment plant in Fuzhou [1] Summary by Relevant Sections - **Cooperation Details** - The cooperation period is set for three years starting from the project's operational commencement [1] - The expected annual related transaction amount will not exceed 7 million yuan (including tax), with a cumulative expected transaction amount during the cooperation period not exceeding 21 million yuan (including tax) [1] - **Project Specifications** - Fuzhou Haixia Water Industry will invest in the construction of the photovoltaic microgrid energy management project on the rooftops and upper spaces of structures within the Yangli sewage treatment plant [1] - Upon completion, the company will purchase the electricity generated by the project from the related party, Fuzhou Haixia Water Industry, at an agreed contract price [1]

人民财讯9月11日电，海峡环保（603817）9月11日晚间公告，公司拟与控股股东福州水务集团有限公司 全资子公司福州海峡水业有限公司签署《福州市洋里污水处理厂光伏微电网能源管理项目合作合同》， 合作期限为自项目运营起始日起三年，预计每年发生的关联交易金额不超过700万元(含税)，合作期限 内预计发生的关联交易金额累计不超过2100万元(含税)。根据合同约定，海峡水业将在福州市洋里污水 处理厂厂区内具备光伏设备及其配套储能设备敷设条件的建、构筑物屋面、构筑物上部空间投资建 设"光伏微电网能源管理项目"，项目建成后，公司可以按合同约定的协议电价向关联方海峡水业购 买"光伏微电网能源管理项目"产生的电能。 ...

Group 1 - Jin Ke Environment (688466) has signed a Strategic Cooperation Memorandum with China Pacific Insurance Asset Management (Hong Kong) to establish a strategic partnership [2] - The partnership aims to leverage financial technology to promote the digital transformation and productization of sustainable infrastructure, specifically in the water resource sector [2][3] - The collaboration will contribute to the construction of a sustainable water circulation system, providing high-quality water resources that are sufficient, reliable, and affordable [2][3] Group 2 - Jin Ke Environment's core product, New Water Island®, integrates AI algorithms and various advanced technologies for deep water treatment and resource recovery [3] - New Water Island® features a dual-mode architecture for digital management throughout its lifecycle, supporting real-time verifiable operational data [4] - The asset aligns with international ESG standards and aims to enhance long-term valuation through quantifiable environmental benefits, providing stable cash flows and predictable returns for investors [4] Group 3 - The partnership will focus on innovative financial technology tools and new financing services to support high-quality development in multiple sustainable water resource industries [4] - Jin Ke Environment's strategy emphasizes a sustainable water cycle where 70% of water comes from high-quality recycled water and 30% from fresh water [3] - The collaboration is expected to enhance the operational safety, risk control, and compliance processes in the financial sector [4]

Core Views - The report outlines the continuous supervision and guidance provided by Shenwan Hongyuan Securities for Sains Environmental Co., Ltd. during its initial public offering and subsequent listing on the Sci-Tech Innovation Board [1][2][3] Continuous Supervision Work - Shenwan Hongyuan has established and effectively implemented a continuous supervision work system, including a corresponding work plan [1] - A sponsorship agreement has been signed with Sains, clarifying the rights and obligations of both parties during the supervision period [1] - The supervision work includes daily communication, regular visits, on-site inspections, and due diligence [1][2] Compliance and Governance - During the first half of 2025, Sains and its directors, supervisors, and senior management did not have any violations of laws or commitments [2] - Sains has established and effectively executed its corporate governance system, including rules for shareholders' meetings, board meetings, and supervisory meetings [2][3] Financial Performance - For the first half of 2025, Sains reported a revenue of approximately 422.97 million, an increase of 18.81% compared to 356.01 million in the same period of 2024 [10] - The total profit for the same period was approximately 57.42 million, a decrease of 53.24% from 122.79 million in the previous year [10] - The net cash flow from operating activities was approximately -46.67 million, compared to -0.88 million in the previous year [10] Research and Development - The total R&D expenditure for the first half of 2025 was approximately 25.75 million, an increase of 26.34% from 20.39 million in the same period of 2024 [17] - R&D expenditure accounted for a higher proportion of revenue, indicating a commitment to innovation and technology development [17] Market Position and Competitive Advantage - Sains is recognized as a leading provider of comprehensive solutions for heavy metal pollution prevention, focusing on the treatment of wastewater and resource recovery [12][15] - The company has developed advanced technologies for heavy metal wastewater treatment, which are more efficient and cost-effective compared to traditional methods [13][14] Shareholder Structure - As of June 30, 2025, the controlling shareholder and actual controller of the company, Gao Weirong, increased his shareholding from 24,065,685 to 24,763,572 shares [21] - There were no pledges, freezes, or reductions in shareholdings by the controlling shareholders, actual controllers, directors, supervisors, and senior management [22]

Group 1 - The company Xirong Environment (SZ 000598) announced the resignation of its director and board secretary, Liu Jie, due to work adjustments, and appointed Hu Han as the new board secretary and non-independent director candidate [1] - For the first half of 2025, the revenue composition of Xirong Environment is as follows: wastewater treatment accounts for 44.64%, the water supply industry accounts for 34.04%, leachate treatment accounts for 18.98%, and other industries account for 2.34% [1] - As of the report date, Xirong Environment has a market capitalization of 20.3 billion yuan [1]

Core Viewpoint - The company BWS (碧水源) has stated that its MBR (Membrane Bioreactor) equipment is effective in filtering nitrogen and phosphorus from water, primarily used in wastewater treatment, seawater desalination, and resource recovery, but has not yet entered the seawater pollution control sector [1] Summary by Relevant Categories Company Information - BWS's MBR equipment is designed to effectively filter nitrogen and phosphorus elements from water [1] - The current applications of the MBR equipment include wastewater treatment, seawater desalination, and resource recovery [1] - The company has not ventured into the seawater pollution control field as of now [1] Industry Context - The MBR technology is significant in addressing water quality issues, particularly in wastewater management and resource recovery [1] - The absence of involvement in seawater pollution control indicates a potential area for future expansion within the industry [1]

Group 1 - The core viewpoint emphasizes the importance of rural sewage treatment in improving agricultural productivity and environmental quality, highlighting the need for tailored solutions based on local conditions [1][2] - The "tidal population" issue in rural tourism areas leads to significant fluctuations in sewage discharge, necessitating innovative management strategies such as the "water storage peak shaving" model in places like Cangxi County, Sichuan [1] - Different sewage treatment methods are recommended based on population size and sewage volume, with larger villages requiring centralized systems and smaller ones utilizing constructed wetlands or purification tanks [1][2] Group 2 - Effective management and maintenance of rural sewage treatment facilities are crucial, with a focus on establishing long-term regulatory mechanisms to ensure stable operation [2] - The implementation of a multi-party responsibility mechanism in Cangxi County, involving community management and financial support, addresses funding challenges in sewage treatment projects [2] - The central government has outlined a plan for rural sewage and waste management, emphasizing the need for region-specific strategies that align with broader rural development goals [2]

Core Viewpoint - The wastewater treatment in Taian City is a crucial initiative for improving living conditions, supporting rural revitalization, and protecting the Yellow River ecosystem, with significant progress made in the management of wastewater in administrative towns [1][2][3]. Group 1: Current Status and Achievements - Taian City has successfully implemented wastewater treatment facilities in 51 administrative towns, achieving a daily treatment capacity of 39,300 tons and a sewage treatment rate of 79% [1]. - The New Tai City Zhaizhen wastewater treatment plant has upgraded its processing technology to A2O, increasing its daily capacity to 4,000 tons, which significantly enhances local sewage collection and treatment capabilities [2]. - In 2022, a total investment of 188 million yuan was made to upgrade 49 wastewater treatment facilities and add 63 kilometers of sewage collection pipelines, ensuring stable operation across all administrative towns [4]. Group 2: Governance and Management Mechanisms - Taian City has established a responsibility chain for wastewater treatment, with a clear division of responsibilities among city, county, and town levels, ensuring effective implementation of the initiative [2][3]. - A closed-loop management mechanism has been created, involving regular assessments and feedback to ensure timely resolution of issues in wastewater treatment facilities [3][5]. - The city has introduced a new operational model that combines construction and operation, focusing on long-term management and the introduction of competitive market mechanisms to enhance service quality [6]. Group 3: Future Plans and Innovations - The city plans to shift its focus from construction to long-term management by 2025, ensuring the stable operation of wastewater treatment facilities [6]. - Future efforts will include optimizing operational models, standardizing management practices, and implementing smart control systems to further improve wastewater treatment efficiency [6].