垃圾发电项目

Search documents
光大环境拟成立合营企业 布局乌兹别克斯坦境内垃圾发电业务
Zhi Tong Cai Jing· 2025-10-16 12:57
Core Points - The company announced the establishment of joint ventures in Uzbekistan for waste-to-energy projects, marking a strategic expansion in the renewable energy sector in Central Asia [1][2] - The registered capital for each project company (A and B) is set at $29.6 million, with the ownership structure being 88% for the company, 10% for Maxsus, and 2% for China Railway 17th Bureau Group [1] - This initiative aligns with the company's international strategy to develop renewable energy infrastructure in emerging markets and meet the growing demand for waste-to-energy solutions [2] Group 1 - The joint ventures will be located in the Fergana and Namangan regions of Uzbekistan [2] - The establishment of these joint ventures is expected to strengthen the company's market position and provide sustainable returns to shareholders [2] Group 2 - The company aims to capitalize on the increasing demand for waste-to-energy solutions in the international market [2]
光大环境(00257)拟成立合营企业 布局乌兹别克斯坦境内垃圾发电业务
智通财经网· 2025-10-16 12:56
根据股东协议B的条款,项目公司B的注册资本应为2960万美元,当中2604.8万美元、296万美元及59.2 万美元的注册资本分别由中国光大国际、Maxsus及中铁十七局第二工程公司出资。项目公司B成立后将 分别由中国光大国际、Maxsus及中铁十七局第二工程公司拥有88%、10%及2%权益。 根据股东协议,成立项目公司A及项目公司B将分别于乌兹别克斯坦的费尔干纳地区及纳曼干地区进 行。成立合营企业标志着集团于中亚地区可再生能源业务组合的战略性拓展。此项举措符合集团于新兴 市场发展可再生能源基础设施及把握日益增长的垃圾发电解决方案需求的国际化战略。董事会相信,是 次拓展有助巩固集团的市场地位,并预期将为股东带来可持续的回报。 智通财经APP讯,光大环境(00257)公布,于2025年10月16日,公司的全资附属公司中国光大国际与 Maxsus及中铁十七局第二工程公司(均为独立第三方)就成立合营企业订立股东协议及其他相关成立文 件,据此,将分别成立项目公司A及项目公司B,以投资、设计、建设、运营及维护其各自于乌兹别克 斯坦境内的垃圾发电项目。 根据股东协议A的条款,项目公司A的注册资本应为2960万美元,当中2 ...
光大环境(00257.HK)拟成立合营企业以投资及建设乌兹别克斯坦境内的垃圾发电项目
Ge Long Hui· 2025-10-16 12:52
格隆汇10月16日丨光大环境(00257.HK)公告,于2025年10月16日,公司全资附属公司中国光大国际与 Maxsus及中铁十七局第二工程公司(均为独立第三方)就成立合营企业订立股东协议及其他相关成立文 件,据此,将分别成立项目公司A及项目公司B,以投资、设计、建设、运营及维护其各自于乌兹别克 斯坦境内的垃圾发电项目。 根据股东协议,成立项目公司A及项目公司B将分别于乌兹别克斯坦的费尔干纳地区及纳曼干地区进 行。成立合营企业标志着集团于中亚地区可再生能源业务组合的战略性拓展。此项举措符合集团于新兴 市场发展可再生能源基础设施及把握日益增长的垃圾发电解决方案需求国际化战略。董事会相信,是次 拓展有助巩固集团的市场地位,并预期将为股东带来可持续的回报。 ...
践行“两山”理念 推动生态与经济协同发展
Liao Ning Ri Bao· 2025-10-15 00:46
10月14日,省政协主席周波到抚顺市围绕"废弃矿山复绿"课题开展民主监督。 周波来到抚顺西露天矿老厂区综合利用冰雪项目现场,详细了解"十五冬"西露天冰雪运动中心建设 推进情况及赛后利用规划。该项目位于西露天矿南帮,利用独特的山体条件,计划承办"十五冬"单板自 由式滑雪大跳台项目,致力于打造集专业竞技、大型活动与深度旅游于一体的文体旅融合发展核心区。 在西露天矿1号观景台,周波认真听取西露天矿三年复绿总体推进情况汇报,实地考察综合治理生 态园,了解矿山复垦、生态修复等工作成效。在抚矿西舍场新能源发电基地和抚矿三峰亿金公司垃圾发 电项目现场,周波实地察看光伏发电项目运行,仔细询问新能源消纳和节能减排等情况。 周波对抚顺市在推进废弃矿山复绿方面取得的成绩给予充分肯定。他指出,西露天矿作为百年矿 坑,曾为国家能源供应作出重要贡献,如今在生态修复与转型发展中积极探索、勇于创新,走出了一条 将生态治理与文体旅融合、新能源利用相结合的新路径。 周波强调,废弃矿山复绿是一项长期性、系统性工程。要认真贯彻习近平总书记重要指示精神,持 续加大对西露天矿的生态治理力度,不断提升矿坑治理区域的地质稳定性和生态环境质量。要牢固树 立" ...
华源晨会精粹20251009-20251009
Hua Yuan Zheng Quan· 2025-10-09 13:17
证券研究报告 晨会 hyzqdatemark 2025 年 10 月 09 日 投资要点: 资料来源:聚源,华源证券研究所,截至2025年10月09日 华源晨会精粹 20251009 固定收益 银行优先股:且配且珍惜——规模、条款设计与投资策略:银行优先股在 优先股市场中占据主导地位。商业银行优先股试点自 2014 年正式启动,是我国银行 业资本工具创新的重要里程碑。截至 2025 年 9 月 16 日,共有存续优先股 31 只, 总规模 7058.75 亿元,其中银行优先股 28 只,存续总规模 7011.50 亿元。银行为银 行优先股重要持有人。国有大行优先股二级成交规模较大,政策推动永续债发行使 优先股市场活跃度下降。当前对银行优先股的投资,应在充分考虑"赎回风险"前 提下采取防御型策略。在利率下行环境中,银行主动赎回优先股的动力较强。其中 固定溢价较高的优先股,因其未来付息成本较高,银行赎回旧券、重新低息融资的 动力较强烈,易遭遇"价值毁灭",需重点警惕该风险。相反,固定溢价较低的优 先股,其股息支付压力相对较小,即使利率下行,银行主动赎回的动力也相对有限, 安全性更高。因此,建议采用防御型投资策略, ...
国海证券晨会纪要-20250905
Guohai Securities· 2025-09-05 01:30
Group 1: SF Express (顺丰同城) / Logistics - The company achieved revenue of 10.236 billion yuan in H1 2025, a year-on-year increase of 48.81%, and a net profit of 137 million yuan, up 120.43% year-on-year [3][4] - The ToB delivery and last-mile business saw significant growth, with a 50%+ increase in same-city delivery orders, driving revenue to 5.779 billion yuan, a 43.11% increase year-on-year [4] - The company’s gross margin was 6.65%, slightly down by 0.23 percentage points, while the net profit margin improved by 0.44 percentage points to 1.34% [5][6] Group 2: China Everbright Environment (光大环境) / Environmental Governance - The company reported a revenue of 14.304 billion HKD in H1 2025, a decrease of 8% year-on-year, and a net profit of 2.207 billion HKD, down 10% year-on-year [8][9] - Operating service revenue increased by 5% to 9.943 billion HKD, accounting for 70% of total revenue, while construction service revenue fell by 49% [9][10] - The company’s gross margin improved significantly to 44.26%, up 5.53 percentage points year-on-year, and the net margin increased to 19.44%, up 0.84 percentage points [10] Group 3: Fenbi (粉笔) / Education - The company reported a revenue of 1.492 billion yuan in H1 2025, a decrease of 8.5% year-on-year, and a net profit of 227 million yuan, down 18.39% year-on-year [11][12] - The AI question-answering system is expected to become a new growth engine, with significant potential for revenue increase [13][14] - The company forecasts revenues of 2.525 billion yuan, 2.618 billion yuan, and 2.793 billion yuan for 2025-2027, with a "buy" rating [14] Group 4: HuiLiang Technology (汇量科技) / Advertising Marketing - The company achieved total revenue of 938 million USD in H1 2025, a year-on-year increase of 47%, and a net profit of 32.28 million USD, up 340% year-on-year [15][17] - The average daily advertising requests increased from over 200 billion in H1 2024 to over 300 billion in H1 2025, indicating strong client engagement [18] - The company forecasts revenues of 2.211 billion USD, 2.747 billion USD, and 3.301 billion USD for 2025-2027, with a "buy" rating [18] Group 5: Focus Media (分众传媒) / Advertising Marketing - The company reported total revenue of 6.112 billion yuan in H1 2025, a year-on-year increase of 2.43%, and a net profit of 2.665 billion yuan, up 6.87% year-on-year [20][21] - The gross margin improved to 68.3%, up 3.2 percentage points year-on-year, while the net margin reached 43.4%, up 2.3 percentage points [21][22] - The company plans to distribute a cash dividend of 1 yuan per 10 shares, with a cash dividend ratio of 25.5% [20] Group 6: Tungsten Industry / Industry Research - The report highlights a tightening supply of tungsten due to regulatory constraints and declining ore grades, with limited new projects expected [27][28] - The demand for tungsten is projected to grow, driven by applications in hard alloys and the semiconductor industry, with significant projects like the Yarlung Tsangpo River hydropower project expected to boost demand [28][29] - The strategic importance of tungsten is increasing due to export controls and tariffs, leading to a potential revaluation of tungsten resources [29] Group 7: Great Wall Motors (长城汽车) / Passenger Vehicles - The company reported total revenue of 92.33 billion yuan in H1 2025, a year-on-year increase of 1%, and a net profit of 6.34 billion yuan, down 10.2% year-on-year [31][32] - The company’s Q2 2025 revenue reached 52.32 billion yuan, a year-on-year increase of 7.7%, with a significant increase in net profit [32][33] - The company forecasts revenues of 225.3 billion yuan, 278.5 billion yuan, and 312.5 billion yuan for 2025-2027, with a "buy" rating [34] Group 8: Dongfang Tower (东方铁塔) / Agricultural Chemical Products - The company achieved revenue of 2.148 billion yuan in H1 2025, a year-on-year increase of 8.51%, and a net profit of 493 million yuan, up 79.18% year-on-year [35][36] - The company’s Q2 revenue was 1.193 billion yuan, a year-on-year increase of 10.20%, with a significant increase in net profit [37][38] - The company forecasts revenues of 4.926 billion yuan, 5.145 billion yuan, and 5.372 billion yuan for 2025-2027, with a "buy" rating [39] Group 9: Yipule (易普力) / Chemical Products - The company reported revenue of 4.713 billion yuan in H1 2025, a year-on-year increase of 20.4%, and a net profit of 409 million yuan, up 16.4% year-on-year [42][43] - The company’s Q2 revenue was 2.703 billion yuan, a year-on-year increase of 26.4%, with a significant increase in net profit [43][44] - The company’s performance is driven by high-quality development and market investment [44]
18个项目入选!光大环境第五批全国公众开放单位名单发布
Xin Hua She· 2025-05-07 09:13
Core Viewpoint - The announcement of the fifth batch of national public open units for environmental facilities and urban sewage and waste treatment facilities by the Ministry of Ecology and Environment marks a significant milestone for the company, showcasing its commitment to environmental responsibility and the "Two Mountains" concept [1] Group 1: Company Achievements - The company has successfully included 18 environmental projects in the national public open unit list, reflecting its dedication to the "open sharing" philosophy and its role as a leading environmental enterprise in China [1][2] - Since the second half of 2018, the company has opened 226 projects to the public, receiving approximately 220,000 visitors over three years, making it the earliest and largest enterprise in China to open environmental facilities to the public [2] - The "Urban Living Room" waste-to-energy project in Changzhou, Jiangsu, has been recognized as one of the "Top Ten National Environmental Facility Open Units," receiving high praise from the Ministry of Ecology and Environment [2] Group 2: Project Details - The 18 projects included in the latest public open unit list are as follows: 1. Tianjin Xiqing Waste-to-Energy Project 2. Hebei Zhangjiakou Waste-to-Energy Project 3. Heilongjiang Harbin Waste-to-Energy Project 4. Jiangsu Yixing Waste-to-Energy Project 5. Jiangsu Suzhou Waste-to-Energy Project 6. Jiangsu Rugao Biomass Direct Combustion Project 7. Jiangsu Danyang Waste-to-Energy Project 8. Zhejiang Ninghai Waste-to-Energy Project 9. Zhejiang Shengzhou Waste-to-Energy Project 10. Jiangxi Jiujiang Waste-to-Energy Project 11. Shandong Zhucheng Waste-to-Energy Project 12. Shandong Dongping Waste-to-Energy Project 13. Shandong Binzhou Development Zone Sewage Treatment Project 14. Henan Nanyang Waste-to-Energy Project 15. Henan Xinyang Waste-to-Energy Project 16. Henan Taikang Waste-to-Energy Project 17. Hunan Xiangtan Waste-to-Energy Project 18. Hunan Shaoyang Waste-to-Energy Project [3]