重大资产重组并入垃圾焚烧业务，实现以运营为核心的格局。公司为中国环保旗下专业从事固废治理、 环境保护的子公司，2023 年通过资产重组注入了中国环境旗下垃圾焚烧发电资产，将环境科技57个生 活垃圾焚烧发电项目纳入体内。我们认为，公司实现以垃圾焚烧运营为核心，装备制造为辅的格局。 本报告导读： 重大资产重组并入垃圾焚烧业务，实现以运营为核心的格局，公司盈利能力改善显著，降本增效效果显 现。 投资要点： 给与"增持" 评级。我们预计公司 2025-2027 年归母净利润分别为9.35/10.24/11.15 亿元，对应EPS 为 0.30/0.33/0.36 元。基于可比公司PE 均值，并考虑到公司背靠央企有望注入新活力，给予公司2025年25 倍PE，公司目标价为7.50 元。 环保装备加快推进"水固一体化"，电工装备市占率行业领先。1）环保装备业务板块，子公司兆盛环保 在污水处理设备领域行业领先，同时积极极探索县域垃圾焚烧发电装备，2025H1 公司储备的县域小型 化生活垃圾焚烧设备项目和水处理设备总包项目总量明显增长。 2）电工装备领域，子公司启源装备先后为行业近500 家企业提供装备超过2600 台/（套 ...

来源：科技日报 科技日报记者 都芃 12月28日，以"赋能场景创新，链接产业供需"为主题的2025科学家创新大会（第二届）在北京中国科技会堂举行。 此次大会由中国民营科技促进会、中国电工技术学会、北京校企合作促进会联合主办，雄安新区中科智库教育发展研究中心承办，旨在搭建科学家与产业界 深度对话、协同创新的交流平台，携手各界共同探讨新质生产力发展路径与科技创新前沿趋势。 大会还同步设置多场平行论坛，聚焦人工智能、生命科学、资源循环等前沿领域，促进"技术研发—产业应用—资本对接"的深度融合。 论坛上，天津市物联网国际联合研究中心主任邹强介绍，天津大学、飞鸽集团与天津市体育局三方合作，以天津市飞鸽集团有限公司相关项目为支撑，创建 运动智能感知与健康管理实验室，在自行车智能感知领域中打造出飞鸽科技专利池，为民族老字号品牌注入新活力。天津市飞鸽集团有限公司董事长韩桂友 介绍，相关项目已获工业和信息化部与国家体育总局"智能体育典型案例"认证。 凌志装备集团创始人凌建军表示，海外市场是企业下一个快速增长点，出海从来不是单一企业的"孤军奋战"，而是中国环保装备全产业的"集体出征"。目 前，凌志装备已在北京设立国际事业部，针对 ...

在人工智能平行论坛上，与会专家学者和企业家共同探讨了《人工智能赋能集成电路产业发展》《AI 新质生产力场景赋能实战分享》《人工智能的发展及应急行业应用》等相关议题。 大会特别设置了一系列重磅主题报告，深度聚焦关键议题：中国工程院院士沈昌祥作《开创智能算力安 全可信新生态，保障新质生产力发展》报告，阐述筑牢算力安全基石的战略思考；中国工程院院士马军 带来了《农村面源污染控制与生态农业协同发展的思考与实践》，提供乡村振兴与生态文明建设的科技 方案；中国科学院院士匡廷云的报告《新能源消纳-饲草生产-生态修复-固碳增汇协同发展》，展示多目 标协同的绿色发展新模式等。此外，中国电气装备集团西安高压电器研究院总经理张文兵等行业领军人 物也发表了专题演讲，分享产业前沿实践与成果。 大会设置的平行论坛分别聚焦人工智能、生命科学、资源循环等前沿与重点领域，促进"技术研发-产业 应用-资本对接"的深度融合。 以"赋能场景创新，链接产业供需"为主题的"2025科学家创新大会（第二届）"于2025年12月28日在北京 中国科技会堂召开。大会云集了百余位院士专家以及科技企业家形成强大的学术与产业引领力量，全方 位聚焦"场景-技术-产业 ...

技术协同为绿色发展注入硬核支撑。嘉戎技术在压力驱动膜技术（超滤、纳滤、反渗透）领域积累深 厚，而杭州蓝然则是电驱动膜技术（电渗析、双极膜转化）的领军者，两大技术路径作为工业分离纯化 的核心方向，形成天然互补。 并购重组后，嘉戎技术将构建"压力驱动+电驱动"双技术平台，在盐湖提锂、锂电回收等战略新兴领 域，可打造"纳滤预处理-反渗透浓缩-电渗析/双极膜转化"的绿色工艺方案，实现低碳清洁生产；在高浓 度工业废水处理领域，能通过高效分离与资源化回收，助力企业实现近零排放；在双碳领域，双极膜电 渗析技术可实现二氧化碳向有机酸、醇类等化学品的催化转化，为碳资源化利用提供创新解决方案。这 些技术协同效应的释放，将有效破解行业绿色转型痛点，为客户创造显著的环保效益与经济效益。 在国家大力推动绿色低碳发展与产业升级的政策导向下，厦门嘉戎技术股份有限公司推出发行股份及支 付现金购买资产并募集配套资金预案，通过收购杭州蓝然100%股权，深度布局膜分离技术全产业链， 既响应了国家"双碳"战略与循环经济发展要求，更能实现企业自身向绿色技术解决方案服务商的战略跃 升，为环保装备行业高质量发展注入强劲动力。 本次交易的核心逻辑与国家产业 ...

Core Insights - Jinan Hengyu Environmental Technology Co., Ltd. has achieved significant collaboration with an internationally renowned group in the field of chemical recycling of waste plastics, leading to the establishment of a high-end chemical recycling plant in Vietnam utilizing Hengyu's advanced technology [1][3] Group 1: Project Overview - The project utilizes industrial plastic waste as raw material, employing Hengyu's patented technology to convert waste plastics into high-quality pyrolysis oil, which is then processed in the client's chemical plant, creating a complete chemical recycling loop from "waste plastic to new plastic" [3][4] - The plant has been successfully operational for several months, with the pyrolysis product indicators meeting expectations, and expansion preparations are nearly complete [1][3] Group 2: Technological and Market Position - Hengyu's unique and validated pyrolysis technology has garnered international attention for providing an efficient and low-carbon solution for the resource utilization of low-value mixed waste plastics [4] - As a leader in the pyrolysis technology sector in China, Hengyu adheres to a high-end, intelligent, and green development strategy, addressing global market demands and overcoming significant challenges in the industrialization and scaling of chemical recycling [4] Group 3: Global Expansion and Recognition - Hengyu's technology has been applied across the country and in numerous countries worldwide, demonstrating its revolutionary approach to organic waste resource utilization through various domestic and international demonstration projects [4] - The advanced technology and equipment have shown exceptional safety, reliability, and environmental performance in actual operations, receiving high praise from clients and validating the strength of China's high-end environmental protection equipment [4]

Core Insights - The 2025 World Intelligent Manufacturing Conference opened in Nanjing, showcasing Kailong High-Tech's "Huilingjia" series of embodied intelligent robots, marking a significant transition from traditional environmental protection to future industries [1] - Kailong High-Tech's transformation is based on long-term technological accumulation, with a business structure that includes five integrated units focused on exhaust treatment, thermal management, new materials, detection, and catalysts [1][2] - The company has developed a four-legged robot for environmental applications, capable of carrying 80 kg and significantly improving detection efficiency by over 50% compared to manual methods [2][3] Environmental Applications - The core business of exhaust treatment systems meets national standards from Euro IV to Euro VI, with over 300 product varieties used in various vehicles [2] - The company has established a joint detection innovation center for humanoid robots, enhancing its capabilities in testing and certification [2] - Kailong High-Tech is involved in a national project for comprehensive environmental governance in the Beijing-Tianjin-Hebei region, developing a robot for identifying and regulating high-emission diesel vehicles [3] Industrial Applications - The company has made substantial progress in industrial manufacturing, signing a technical cooperation framework agreement with Foton Truck Manufacturing Center for seven key manufacturing scenarios [3] - Kailong High-Tech is collaborating with other major companies like Weichai Power and Cummins for logistics and component handling applications [3] Ecosystem Collaboration - The company is enhancing its industrial chain through ecological collaboration, with a stake in Wuxi Lingzhang Robot Technology, which won a startup competition for its dexterous hand technology [4] - The government is providing strong policy support for embodied intelligent robots, positioning them as a key growth point in future industries [4] Future Plans - Kailong High-Tech plans to focus on "technology landing" rather than mere technical showcases, aiming to make robots practical assistants in production and daily life [5] - The company intends to increase investment in robot technology research and capacity building by 2026, aiming for large-scale application of the "Huilingjia" series [5]

Group 1 - The article lacks substantial content and does not provide any relevant information regarding companies or industries [1][2]

Group 1 - The company has high-end solid-liquid separation technology that can be applied in the lithium battery sector, specifically in the "washing and drying" process of cathode material production, offering advantages such as shorter processes, lower temperatures, and closed negative pressure compared to traditional methods [2] - The company has undertaken multiple mass production projects for ternary cathode material dehydration and drying, with good operational performance reported [2] - The company's core technology equipment is based on successful applications in various industrial production fields, focusing on exploring market opportunities in industries such as new energy, coal chemical, fine chemicals, and non-ferrous metals, while enhancing its core advantages in industrial collaboration, greening, recycling, and resource utilization [2]

Group 1 - A new company, Yangzhou Kaiyuan Environmental Protection Equipment Co., Ltd., has been established with a registered capital of 30 million yuan [1] - The legal representative of the company is Liu Shuqiang, and its business scope includes manufacturing of environmental protection specialized equipment, installation services for general machinery, equipment leasing, and specialized equipment repair [1] - The company is wholly owned by Wuhan Tianyuan (301127) according to the equity penetration data from Qichacha [1]

Core Viewpoint - The company is strategically aligning with national policies to develop a green low-carbon industrial system, emphasizing technological innovation as a core strategy for growth [1] Group 1: Strategic Focus - The company is focusing on three main industrial lines: resource utilization and energy recovery from wastewater and sludge, comprehensive dual-carbon services, and green clean energy [1] - The company aims to enhance its technological supply capabilities in high-end equipment, dual-carbon services, and clean energy sectors [1] Group 2: Corporate Identity Change - To better reflect its current business operations and technological innovations, the company plans to change its stock name from "复洁环保" to "复洁科技," while keeping its full name and stock code unchanged [1] - This name change is intended to align with the company's long-term strategic planning and to demonstrate its commitment to leading development through technological innovation [1]