责任编辑：小浪快报 根据喜娜AI异动分析，东珠生态涨停原因可能如下，碳汇业务+海外大单+治理优化： 1、公司已签订多 个林业碳汇项目合同，CCER市场重启为其碳汇业务带来新机遇，有望借此提升公司业绩和市场竞争 力。同时公司签订了35亿元海外EPC合同，这是其首个海外大单，且联合体模式降低了部分风险，海外 市场的拓展为公司带来新的业务增长点。 2、近期公司治理结构优化，取消监事会、修订多项制度，符 合新《公司法》要求，董事会平稳换届，核心管理层保持稳定，专业委员会设置完善，这些举措有助于 提升公司的管理效率和决策科学性。此外，公司2024年经营活动现金流净额约9600万元，由负转正，现 金流状况改善，也增强了市场对公司的信心。 3、从行业来看，环保行业是国家政策重点支持的领域， 随着环保意识的增强和相关政策的推动，生态修复和治理服务市场需求有望持续增长。东方财富数据显 示，8月26日环保板块资金有一定流入，部分环保概念股同步上涨，形成板块联动效应。 4、技术形态 上，同花顺资金监控显示，8月26日超大单有明显净买入，表明主力资金对公司较为看好。该股MACD 指标此前有形成金叉迹象，短期技术面呈积极态势。 声明： ...

8月23日，第七届碳交易市场发展大会在北京召开，本次大会由中国节能协会与中国质量认证中心联合 主办。北京林业大学教授武曙红在会上系统阐述了林业碳汇在实现"双碳"目标中的作用、当前面临的挑 战以及质量评估机制的创新进展。 武曙红指出，自《巴黎协定》签署以来，多个国家已制定符合自身国情的碳中和路径。林业活动因其既 可作为碳汇吸收二氧化碳，也可能因干扰自然生态系统成为排放源的独特双重属性，受到广泛关注。她 介绍，稳定健康的森林、湿地和草原生态系统可吸收约33%的人为温室气体排放，但也可能因火灾、病 虫害或土地退化等自然或人为因素释放碳。相关研究表明，土地利用变化所产生的温室气体排放约占人 为引起的温室气体排放的14%。因此，武曙红强调，必须加强气候公约、生物多样性公约与湿地公约的 协同履约，才能最大程度发挥农业、林业及其他土地利用部门减排增汇措施对碳中和的贡献潜力。 那么，农林领域的增汇减排措施具体能为碳中和提供多大潜力？IPCC第六次评估报告指出，在2020至 2050年间，农林及土地利用部门可为全球碳中和贡献20%–30%的减排量（减排成本100$/tCO2），相当 于每年80亿至140亿吨二氧化碳当量。 武曙 ...

Performance Meeting Overview - The company held a performance meeting on June 3, 2025, to discuss the 2024 annual and 2025 Q1 performance and cash dividend plans [1][2] Business Strategy and Structure - The company will continue to focus on ecological restoration projects and enhance its full industry chain in ecological landscape design, restoration, and maintenance [3] - The company aims to optimize its business structure to improve gross margins by prioritizing high-quality projects and enhancing project management [3] EOD Business Model - The company is in the exploratory phase of the EOD (Ecological Protection and Environmental Governance) business model, assessing policy directions and market demands [4] Research and Development Collaborations - The company collaborates with several universities and research institutions, resulting in 159 patents across various fields, including ecological restoration and carbon neutrality [4][5] International Expansion Plans - The company plans to explore overseas markets in line with the Belt and Road Initiative and its core business [6] Carbon Market Opportunities - The company sees significant opportunities in forestry carbon sinks and CCER (China Certified Emission Reduction) under the "dual carbon" policy, actively engaging in related projects [6] Cash Flow Management - The company reported a net cash flow from operating activities of approximately 96 million yuan in 2024, indicating improved cash collection capabilities [6] Industry Performance Context - The ecological and environmental protection industry has faced challenges, including declining revenue growth and profit margins due to macroeconomic impacts [8][9] - Despite these challenges, the industry is expected to grow steadily, supported by national policies and the "14th Five-Year Plan" [9] Rural Revitalization Strategy - The company is exploring various business models in response to national rural revitalization and new urbanization strategies [9]