21世纪经济报道记者肖夏 企业注册信息显示，这家"安龙场白酒废水处理厂"位于茅台镇双龙村，周边有众多酒企，处于茅台镇管辖范围。 为解决茅台镇白酒产业快速发展带来的生产污水处理问题，2017年仁怀市发布PPP(政府和社会资本合作)项目公告，对外招标建 设白酒废水处理厂，项目最终总造价达8.2亿元。根据唐显策出示给媒体的文件，当时重庆泰克与另外一家国企组成联合投标 体，中标"安龙场白酒废水处理厂项目"。 9月24日，仁怀市人民政府新闻办公室发布了关于仁怀市涉企有关网络舆情的情况通报。通报提到，"9月24日，有媒体发布'重 庆泰克公司在仁怀投资建厂遭强行接管'报道，引发关注。仁怀市在前期工作基础上，已成立专班对该情况展开全面调查，调查 结果将及时向社会公布。" "这是三年来第一次收到当地政府方面的公开回应。"24日下午，事件相关方的重庆泰克环保科技股份有限公司创办人唐显策在 看到了仁怀市政府的相关通报后，对21世纪经济报道记者回应。 此前大象新闻报道称，重庆泰克环保科技股份有限公司通过当地政府招商引资，在茅台镇投资8亿元建设白酒生产废水处理厂， 被仁怀市工商局人员以一张解除合同通知书撵走，并强行接管处理厂。 不过唐 ...

Core Viewpoint - Dongguan has pioneered a "scattered industrial wastewater" centralized treatment model and established the first national management regulations for such wastewater, providing essential infrastructure for green and low-carbon industrial development [1] Group 1: Wastewater Management Innovations - Dongguan has created six scattered industrial wastewater treatment units, enabling nearly 20,000 enterprises to have their wastewater centrally processed [2] - The establishment of a management platform allows banks to access real-time data on wastewater generation and treatment, facilitating the issuance of loans linked to wastewater management indicators [2] Group 2: Financial Support Mechanisms - Dongguan Rural Commercial Bank has provided a loan of 50 million yuan to Haixin Company, linking the loan amount and interest rates to the company's wastewater treatment performance [2] - A market-driven incentive mechanism has been established where better environmental performance leads to lower financing costs for companies [2] Group 3: Impact on Companies - Huabao Company, a specialized wastewater treatment enterprise, has processed 85,000 tons of wastewater annually and received a loan of 1 million yuan, benefiting from a 20 basis points interest rate reduction [3] - The financial support has encouraged companies to enhance their services to small and medium enterprises, promoting green development [3] Group 4: Future Directions - The People's Bank of China in Guangdong will continue to refine and promote financing support models that integrate central bank re-loans with wastewater management loans, aiming to assist more small and medium enterprises in their green development efforts [3]

Financial Data and Key Metrics Changes - The company reiterated its 2025 guidance on all metrics and reinstated its wastewater guidance, indicating resilience in its core desalination business despite macroeconomic challenges [4][5] - An additional share repurchase program was announced, totaling $105 million over the past ten months, aiming to repurchase over 10% of outstanding shares while continuing to invest in growth [5] Business Line Data and Key Metrics Changes - The contracted desalination capacity, water reuse capacity, and CO2 refrigeration installations are all experiencing high growth rates, positioning the company to capture upside trends towards its 2029 goals [5][6] - The company reported shipping over $2 million in the quarter due to improved tariff conditions in China, which allowed previously stalled projects to proceed [24][25] Market Data and Key Metrics Changes - The company has broadened its wastewater footprint significantly, focusing on five key verticals: municipal, chemical, textile, manufacturing, and mining, which are expected to yield the largest market share [27][28] - The reduction in tariffs in China has positively impacted project execution, leading to better-than-expected results in that market [24][25] Company Strategy and Development Direction - The company is focused on long-term trends driving its business, including increasing water scarcity and the need for water reuse, which are expected to enhance growth opportunities [5][35] - The management emphasized the importance of regulatory drivers and economic factors in the increasing demand for wastewater treatment solutions [35] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving higher revenue targets for desalination in 2026, citing a strong pipeline of contracted capacity [10][11] - The management noted that the current testing season for new products is progressing well, with ongoing engagement with OEMs and the addition of new testing sites [16][17] Other Important Information - The company is developing a business case for data center markets and heat pumps, with initial assessments indicating limited growth potential in the CO2 segment for data centers [18][19] - The management highlighted the importance of reliability testing for new products, which is crucial for converting testers into dedicated users [30][31] Q&A Session Summary Question: Confidence in achieving higher desalination revenue targets - Management indicated that while it's too early to tell, recent awards and contracted capacity give them confidence for 2026, with more guidance expected in the next earnings call [10][11][12] Question: Expectations for next-gen PX product pricing - The company expects to maintain or increase selling prices based on capacity, with fewer units needed to fill a plant [14] Question: Update on CO2 work with OEMs - Discussions with Hill Phoenix are ongoing, and the summer testing season is proceeding as expected with new sites being added [16][17] Question: Progress on data center market business case - Initial assessments suggest limited growth potential for CO2 in data centers, but heat pumps show promise [18][19] Question: Better-than-expected results in China - The reduction in tariffs allowed previously stalled projects to move forward, leading to improved results [24][25] Question: Broadened wastewater footprint - The company has successfully expanded its reference case list in key verticals, meeting its expectations [27][28] Question: Drivers for increasing water reuse - The motivations for increased water reuse are both economic and regulatory, driven by water scarcity issues [35]

Core Viewpoint - Dongguan has introduced an innovative model for the centralized treatment of "scattered industrial wastewater," linking financial incentives to environmental performance, which aims to support small and medium-sized manufacturing enterprises in managing wastewater effectively [1][2]. Group 1: Innovative Wastewater Management - Dongguan has created the concept of "scattered industrial wastewater" and established a centralized treatment model, becoming the first in the country to do so [1][2]. - The city has implemented management regulations and introduced the first "scattered industrial wastewater index data-linked loan" in the nation, connecting wastewater treatment performance with bank credit limits and interest rates [1][2]. Group 2: Financial Support Mechanism - Under the guidance of the People's Bank of China, Dongguan Rural Commercial Bank has executed the first loan linked to scattered industrial wastewater indicators, promoting a model that combines governance, management regulations, and financing products [2]. - The initiative has led to the establishment of six scattered industrial wastewater treatment units, serving nearly 20,000 enterprises [2]. Group 3: Case Study of Benefiting Enterprises - Hai Xin Company, a technology-driven manufacturer, received a loan of 50 million yuan linked to its wastewater treatment performance, reducing financing costs and enhancing its competitiveness in international markets [3]. - Hua Bao Company, a local wastewater treatment center, processed 85,000 tons of wastewater annually and benefited from a loan of 1 million yuan, with a total credit of over 30 million yuan and a 20 basis points interest rate reduction [3]. Group 4: Future Developments - The People's Bank of China in Guangdong plans to further refine and promote the financing support model, integrating central bank re-loans with the wastewater index-linked loan product to assist more small and medium-sized enterprises in green development [3].

最近，位于广东东莞的海新公司因生产和排放的工业废水数据，获得了东莞农商银行5000万元贷款额度 支持。 东莞统筹治理零散工业废水，通过集中处理、达标排放，源头减排成效显著，推动全市水环境质量跃 升。 目前，东莞市已建成6家零散工业废水处理单位，共有近2万家企业产生的零散工业废水得到集中处理。 通过零散工业废水管理平台，银行可以实时掌握企业的零散工业废水产生和处理数据。同时，中国人民 银行东莞市分行提供配套再贷款支持，降低企业绿色发展的财务负担，并将这些企业纳入风险补偿白名 单，激励银行敢贷愿贷。 华保公司是东莞零散工业废水处理中心之一，年废水处理量达8.5万吨。日前，公司获得100万元零散工 业废水指标数据挂钩贷，并阶段性利率优惠20个基点。公司负责人深有感触地表示："这20个基点的利 率优惠，实实在在地降低了我们的财务成本，我们把省下来的钱更多投入到技术升级和工艺优化上，并 按照指标数据挂钩标准，力争挂钩的贷款利率更加优惠。" 据记者了解，这是全国首笔零散工业废水指标数据挂钩贷款，率先实现了零散工业废水产生和处理企业 相关指标数据与银行授信额度增减、利率优惠幅度动态挂钩。 海新公司是一家专注于厨具、卫具、燃 ...