证券代码：000035 证券简称：中国天楹 中国天楹股份有限公司投资者关系活动记录表 编号：2026-002 | | 特定对象调研 媒体采访 | 分析师会议 业绩说明会 | | --- | --- | --- | | 投资者关系活动 | | | | 类别 | 新闻发布会 | 路演活动 | | | 现场参观 | | | | 其他 | （请文字说明其他活动内容） | | | 2026 年 02 月 25 日 | | | | 平安资管 | | | | 鹏华基金 | | | | 平安基金 | | | | 东方证券 | | | | 国金证券 | | | | 天风证券 | | | | 安信基金 | | | | 德邦基金 | | | | 华泰保兴 | | | | 汇丰晋信 | | | 参与单位名称 | 云富投资 | | | | 上海银叶 | | | | 上海利幄私募 | | | | 上海复霈 | | | | 金库骐楷 | | | | 上海下半场投资 | | | | 2026 年 02 月 26 日 | | | | 西部证券 | | | | 瀛赐基金 | | | | 宁波宝隽 | | | | 上海晟盟 | | ...

2月24日，中国天楹公告称，控股子公司河内天禹环保能源股份公司收到越南社会主义共和国河内市人 民委员会签发的《投资主张变更批文》，决定批准河内天禹投资扩建河内市朔山垃圾发电厂项目第二 期，扩建规模为1600吨/天，扩建的发电容量为45MW。扩建项目投资额58300亿越南盾，相当于2.20亿 美元。 特别声明：北极星转载其他网站内容，出于传递更多信息而非盈利之目的，同时并不代表赞成其观点或 证实其描述，内容仅供参考。版权归原作者所有，若有侵权，请联系我们删除。凡来源注明北极星*网 的内容为北极星原创，转载需获授权。 期，扩建规模为1600吨/天，扩建的发电容量为45MW。扩建项目投资额58300亿越南盾，相当于2.20亿 美元。 2月24日，中国天楹公告称，控股子公司河内天禹环保能源股份公司收到越南社会主义共和国河内市人 民委员会签发的《投资主张变更批文》，决定批准河内天禹投资扩建河内市朔山垃圾发电厂项目第二 特别声明：北极星转载其他网站内容，出于传递更多信息而非盈利之目的，同时并不代表赞成其观点或 证实其描述，内容仅供参考。版权归原作者所有，若有侵权，请联系我们删除。凡来源注明北极星*网 的内容为北极星原创， ...

Group 1 - The core viewpoint of the article highlights that the revenue of waste-to-energy projects can be influenced by various factors such as maintenance downtime, the volume of waste received, fluctuations in waste calorific value, and seasonal variations [2] - The recent revenue fluctuations of Lhasa Shengyun are primarily attributed to maintenance downtime [2]

Core Viewpoint - The Zhengzhou (Western) Environmental Energy Project, constructed by China Electric Power Construction, has successfully completed a 72+24 hour full-load trial operation, laying a solid foundation for its official operation. Group 1: Project Overview - The project is located in Cuimiao Town, Xingyang City, Henan Province, and is the largest, highest standard, and best emission index waste-to-energy project in the province [1][2]. - The design capacity for daily waste processing is 4,500 tons, utilizing an advanced three-stage grate incineration technology, along with facilities for fly ash stabilization, flue gas purification, and leachate treatment, achieving "zero landfill for solid waste and no wastewater discharge" [6][2]. Group 2: Technological Innovations - During construction, the project team employed BIM technology for digital management, enhancing aesthetic quality while saving costs and shortening the construction period [3][5]. - The project has achieved multiple technical breakthroughs, resulting in four construction method outcomes, four quality control outcomes, and nine national patent applications, providing valuable experience and a model for similar environmental energy projects [3][5]. Group 3: Environmental Impact - Once fully operational, the project will process approximately 1.46 million tons of municipal waste annually, generate nearly 650 million kilowatt-hours of green electricity, and reduce carbon emissions by 510,000 tons, equivalent to 190,000 tons of standard coal [7][2]. - The project is expected to significantly alleviate urban waste disposal pressure and enhance the comprehensive utilization of energy, supporting high-quality green development in the region [7][2].

Core Viewpoint - Green Power Environmental (01330.HK) reported its operational metrics for the fourth quarter ending December 31, 2025, highlighting growth in waste processing and energy generation [1] Group 1: Operational Metrics - The total waste processed by the company's subsidiaries in the fourth quarter reached 3.8076 million tons [1] - The total electricity generated was 1,373.3632 million kWh, with grid electricity amounting to 1,152.9932 million kWh and steam supply at 33,240 tons [1] - For the full year 2025, the cumulative waste processed was 14.7296 million tons, representing a year-on-year increase of 2.41% [1] - The cumulative electricity generated for the year was 524,008.60 million kWh, reflecting a year-on-year growth of 1.80% [1] - The cumulative grid electricity for the year was 435,928.29 million kWh, with a year-on-year increase of 2.31% [1] - The cumulative steam supply for the year reached 112.05 million tons, showing a significant year-on-year growth of 98.81% [1]

Core Viewpoint - Green Power (601330) announced significant operational metrics for its subsidiaries, indicating steady growth in waste processing and energy generation for the fourth quarter of 2025 [1] Group 1: Operational Metrics - The total waste processed by the group's subsidiaries in Q4 2025 is projected to be 3.8076 million tons [1] - The total electricity generated is expected to reach 1,373.3632 million kWh [1] - The grid-connected electricity is estimated at 1,152.9932 million kWh [1] - The total steam supply is projected to be 332,400 tons [1] Group 2: Yearly Performance - For the full year 2025, the cumulative waste processed by subsidiaries is expected to be 14.7296 million tons, representing a year-on-year increase of 2.41% [1] - The cumulative electricity generated is projected to be approximately 5.24 billion kWh, reflecting a year-on-year growth of 1.80% [1] - The cumulative grid-connected electricity is estimated at approximately 4.359 billion kWh, with a year-on-year increase of 2.31% [1] - The cumulative steam supply is expected to reach 1.1205 million tons, showing a significant year-on-year increase of 98.81% [1]

Core Viewpoint - Green Power Environmental (01330) reported significant operational metrics for Q4 2025, indicating steady growth in waste processing and energy generation [1] Group 1: Operational Metrics - The total waste processed by the company's subsidiaries in Q4 2025 reached 3.8076 million tons [1] - The total electricity generated was approximately 1.37336 billion kWh [1] - The grid-connected electricity amounted to about 1.1529932 billion kWh [1] - The total steam supply was 332,400 tons [1] Group 2: Yearly Performance - For the full year 2025, the cumulative waste processed by subsidiaries was 14.7296 million tons, representing a year-on-year increase of 2.41% [1] - The cumulative electricity generated was around 5.24 billion kWh, reflecting a year-on-year growth of 1.80% [1] - The cumulative grid-connected electricity was approximately 4.359 billion kWh, with a year-on-year increase of 2.31% [1] - The cumulative steam supply reached 1.1205 million tons, showing a substantial year-on-year growth of 98.81% [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不 就 因 本 公 告 全部或任何部分內容而產生或因依賴該等內容而引致的任何損失承擔任何責 任。 綠色動力環保集團股份有限公司 Dynagreen Environmental Protection Group Co., Ltd.* （於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司） （股 份 代 號：1330） 截至二零二五年十二月三十一日止三個月 第四季度及截至二零二五年十二月三十一日止 十二個月未經審核營運數據公告 – 2 – 上 文 所 披 露 的 營 運 數 據 未 經 審 核，乃 根 據 本 集 團 初 步 內 部 資 料 編 製，或 會 因 核 對 相 關 營 運 資 料 過 程 中 的 各 項 不 確 定 因 素 而 變 更，及 有 別 於 本 公 司 按 年、半 年 或 季 度 所 刊 發 經 審 核 或 未 經 審 核 綜 合 財 務 報 表 將 予 披 露 的 數 據。該 等 數 據 不 應 視 ...

证券日报网讯1月27日，军信股份（301109）在互动平台回答投资者提问时表示，公司高度重视信息化 及AI技术在生产经营中的应用，在技术创新方面取得了一些高质量成果。公司为长沙市智能制造企 业，多年来通过智能化、信息化等技术使公司在吨垃圾发电量方面持续领先同行业公司、垃圾发电项目 在烟气排放指标方面优于国家最新标准和欧盟标准。未来公司还将在智慧工厂管理(如智慧巡检)、设备 及车辆智能化管理、园区生产智能调度等方面加大投入，并结合企业自身生产需求，在适用场景中逐步 加大对AI智能技术的应用程度，不断提升公司智能化水平。 ...

Group 1 - The market is shifting towards growth styles and thematic investment opportunities as it approaches 2026, with public utility sector attention declining due to weak fundamentals [1] - Long-term funds still have a high demand for dividend yields, and there are trading opportunities in regional stocks despite the overall market trend [1] Group 2 - The garbage power generation industry is successfully transforming its operations, focusing on improving existing assets and enhancing cash flow, which boosts dividend capabilities [2] - Nuclear power assets in South China are expected to stabilize in profitability, with a significant production phase expected during the "14th Five-Year Plan" [2] - There is a continued high demand for dividend yields, particularly in thermal power and Hong Kong utilities, as long-term funds seek high-dividend investment opportunities [2] Group 3 - The new energy system is evolving, with a focus on green electricity consumption and application, accelerating grid construction, which promotes high-quality industry development [3] - The green electricity sector is expected to recover from its low point, with improved cash flow opportunities for leading companies in wind power and operational capabilities [3] - Supportive policies for regulatory power sources are being implemented, marking a critical development period for pumped storage and electrochemical energy storage [3]