证券之星消息，2025年10月23日惠城环保（300779）发布公告称公司于2025年10月22日组织现场参观活 动，一九私募、国泰海通、平安基金、国盛证券、杭州柏乔投资、信达证券、Andon Hong Kong、星石投 资、国都证券、正信控股、松熙资产、众合创赢、国海证券、乾瞻投资、中银证券、中财集团、华西证 券、健顺投资、上海鎏熙资产、恒泽投资、中融协众资本、深圳宇轩创富、鸿途私募、Ascent Fund、汐 泰投资、北京合创友量私募、太平洋、逐流资产、前海辰星、兆信资产参与。 具体内容如下： 问：请介绍一下销售和发货进展？ 答：公司 20 万吨/年混合废塑料资源化综合利用项目产出的液化塑料裂解气和塑料裂解轻油已实现正常销 售。其中，液化塑料裂解气的客户为茂化实华。塑料裂解轻油的客户为福建联合石化，目前产品供其试 用。公司生产出的产品经 SGS 检测，产品质量符合要求。鉴于不同客户不同装置针对原料指标要求存在 差异，公司正积极建设加氢装置以提升产品品质。 问：600 度的反应温度下，催化剂会选择怎样的一个体系？从市场销售的角度看，溯源如何做准备的？公 司 20 万吨的项目已经逐步稳定运行，后续做优化升级， ...

近年来，东海县城管局以提升餐厨垃圾处理水平为目标，协力双店镇政府、县城投集团以及县财政局、 发改委、数据局、自然资源和规划局、生态环境局、住建局和供电公司，稳步推进项目建设，切实补齐 环境治理短板。项目总投资达8750万元，设计日处理能力涵盖餐厨垃圾100吨、地沟油10吨，服务范围 全面覆盖全县餐饮企业、企事业单位食堂及居民家庭，可有效收纳县域内各类餐厨废弃物。在技术路径 上，项目采用"预处理+中温湿式厌氧+沼气净化及利用+污水预处理+除臭"的先进工艺，通过自动化分 选、油水分离、沼气发电等核心环节，将原本难以处理的餐厨垃圾转化为生物柴油与清洁能源，真正实 现"无害化、减量化、资源化"三重目标。 本报讯(段邦春姜涛林强)日前，东海县首辆满载餐厨垃圾的收运车在预处理车间顺利完成卸料，标志着 由东海县万德斯环保科技股份有限责任公司负责实施的该项目，正式进入进料调试试运行阶段。 ...

10月13日，中科环保涨0.92%，成交额1.37亿元。两融数据显示，当日中科环保获融资买入额1795.92万 元，融资偿还1677.88万元，融资净买入118.04万元。截至10月13日，中科环保融资融券余额合计2.01亿 元。 融资方面，中科环保当日融资买入1795.92万元。当前融资余额2.00亿元，占流通市值的5.89%，融资余 额超过近一年50%分位水平，处于较高位。 截至6月30日，中科环保股东户数4.38万，较上期减少5.53%；人均流通股14194股，较上期增加5.85%。 2025年1月-6月，中科环保实现营业收入8.48亿元，同比增长4.48%；归母净利润1.96亿元，同比增长 19.83%。 分红方面，中科环保A股上市后累计派现4.27亿元。 机构持仓方面，截止2025年6月30日，中科环保十大流通股东中，南方中证1000ETF（512100）位居第 三大流通股东，持股686.26万股，相比上期增加132.07万股。香港中央结算有限公司位居第五大流通股 东，持股472.49万股，相比上期减少675.94万股。华夏中证1000ETF（159845）位居第六大流通股东， 持股400.46万股 ...

Core Viewpoint - The company, Dadi Ocean (301068.SZ), is currently not involved in the disposal of automotive scrap and new energy power batteries, focusing instead on hazardous waste collection, resource utilization, and harmless disposal [1] Group 1: Business Focus - The company's main business includes the collection, resource utilization, and harmless disposal of hazardous waste [1] - The company also engages in the dismantling of electronic waste and the recycling of household waste [1] - The company aims to build a competitive and influential service operation for "zero waste city" construction [1]

Core Viewpoint - Zhongke Environmental experienced a slight decline of 0.36% on August 28, with a trading volume of 175 million yuan, indicating a stable market presence despite minor fluctuations [1] Financing Summary - On August 28, Zhongke Environmental had a financing buy-in amount of 25.78 million yuan and a financing repayment of 24.46 million yuan, resulting in a net financing buy of 1.32 million yuan [1] - The total financing and securities balance reached 239 million yuan, with the financing balance accounting for 6.90% of the circulating market value, indicating a high level compared to the past year [1] - In terms of securities lending, 4,100 shares were repaid, while 11,000 shares were sold, with a selling amount of 60,900 yuan, and the securities lending balance was 773,400 yuan, also at a high level compared to the past year [1] Business Performance - As of June 30, Zhongke Environmental reported a total revenue of 848 million yuan for the first half of 2025, reflecting a year-on-year growth of 4.48%, and a net profit attributable to shareholders of 196 million yuan, which is a 19.83% increase year-on-year [2] - The company’s main business revenue composition includes 81.44% from municipal waste treatment, 15.73% from project construction, 1.57% from environmental equipment sales and technical services, 0.71% from hazardous waste treatment, and 0.55% from other businesses [1] Shareholder Information - As of June 30, 2025, the number of shareholders for Zhongke Environmental was 43,800, a decrease of 5.53% from the previous period, while the average circulating shares per person increased by 5.85% to 14,194 shares [2] - The company has distributed a total of 427 million yuan in dividends since its A-share listing [3] - Among the top ten circulating shareholders, Southern CSI 1000 ETF holds 6.86 million shares, an increase of 1.32 million shares, while Hong Kong Central Clearing Limited reduced its holdings by 675,940 shares to 4.72 million shares [3]

Core Viewpoint - The strategic cooperation agreement between the company and Beijing Yisheng Environmental Energy Technology Co., Ltd. aims to establish a close alliance in the used cooking oil (UCO) business, leveraging their respective industry strengths and resources to enhance market presence and operational efficiency [1][2][3][4] Group 1: UCO Resource Integration - The agreement includes the integration of domestic UCO resources, with Beijing Yisheng responsible for unified procurement and sales based on current market conditions [1] - The parties will explore additional domestic UCO procurement channels from other suppliers in mainland China to expand resource sources [1] Group 2: Urban UCO Development - The parties will jointly promote the development of the "urban UCO sector" in mainland China and establish a UCO management center to oversee the technical development, manufacturing, procurement, installation, and management of oil-water separation equipment [2] Group 3: Overseas UCO Trade Market - The collaboration will focus on integrating resources in the overseas UCO trade market, particularly expanding trade in waste palm oil and other UCO products to export markets in Europe, America, and Southeast Asia [3] Group 4: UCO Supply Chain Management - The parties will jointly manage the entire process of UCO collection, procurement, testing, and trade, ensuring quality, fairness, compliance, and profitability [4] - The company’s existing kitchen waste treatment projects involve UCO collection and primary processing, but due to internal resource limitations, a comprehensive and trustworthy partnership with external UCO companies is necessary [4] - This collaboration is expected to significantly expand procurement and sales channels, leading to substantial business growth and mutual benefits [4]

Core Insights - South Korea has successfully reduced household waste by approximately 160 million tons over 30 years since the implementation of the "Pay-As-You-Throw" system in 1995, with estimated economic benefits reaching 45.04 trillion KRW (around 236 billion RMB) [1][2] - The "Pay-As-You-Throw" system requires residents to purchase special garbage bags for waste disposal, while recyclables and food waste can be disposed of for free [1] - The initial public reaction to the system was negative, with significant complaints about the costs associated with waste disposal [1] Waste Reduction Trends - The report indicates that the trend of waste reduction has slowed since the mid-2000s, with total waste dropping to about 14 million tons in 1998, the lowest level in history, but rising again to approximately 17 million tons in 2023, representing a 21.3% reduction compared to 1994 [2] - Experts suggest that the current system's reliance on bag-based fees rather than weight-based fees is a key reason for the stagnation in waste reduction efforts [2]