证券研究报 告 新疆周报（20250609-20250615） 推荐（维持） 新业煤制气项目公众参与报批前公示 行业研究 基础化工 2025 年 06 月 16 日 华创证券研究所 证券分析师：杨晖 邮箱：yanghui@hcyjs.com 执业编号：S0360522050001 证券分析师：陈俊新 邮箱：chenjunxin@hcyjs.com 执业编号：S0360525040001 行业基本数据 | | | 占比% | | --- | --- | --- | | 股票家数(只) | 489 | 0.06 | | 总市值(亿元) | 41,430.39 | 4.28 | | 流通市值(亿元) | 36,742.13 | 4.79 | 相对指数表现 | % | 1M | 6M | 12M | | --- | --- | --- | --- | | 绝对表现 | -4.7% | -1.9% | -0.4% | | 相对表现 | -1.1% | 1.2% | -5.0% | -16% -4% 8% 20% 24/06 24/08 24/11 25/01 25/03 25/06 2024-06-14~2025-06 ...

推荐（维持） 广汇能源引入富德作为战略投资者 行业研究 基础化工 2025 年 05 月 18 日 华创证券研究所 证券研究报 告 新疆周报（20250512-20250518） 证券分析师：杨晖 邮箱：yanghui@hcyjs.com 执业编号：S0360522050001 证券分析师：陈俊新 邮箱：chenjunxin@hcyjs.com 执业编号：S0360525040001 行业基本数据 | | | 占比% | | --- | --- | --- | | 股票家数(只) | 489 | 0.06 | | 总市值(亿元) | 41,430.39 | 4.28 | | 流通市值(亿元) | 36,742.13 | 4.79 | 相对指数表现 | % | 1M | 6M | 12M | | --- | --- | --- | --- | | 绝对表现 | -4.7% | -1.9% | -0.4% | | 相对表现 | -1.1% | 1.2% | -5.0% | -22% -10% 3% 16% 24/05 24/07 24/10 24/12 25/03 25/05 2024-05-17~2025-05 ...

Core Viewpoint - The company Huayu has been recognized as the "Water Efficiency Leader" in the coal-to-methanol industry for 2024 by the China Fertilizer Industry Association, marking its fourth consecutive year of receiving this honor [1] Group 1: Water Management Practices - Since its inception, the company has prioritized water conservation management, achieving a water intake of 6.98 cubic meters per ton of product and a water reuse rate exceeding 98% [1] - The company employs advanced coal chemical technologies to control water usage from the source, including steam condensate recovery and high-efficiency cooling systems [2] - A comprehensive water management system has been established, including a water consumption plan and monitoring systems to prevent leaks and optimize water use [3] Group 2: Wastewater Treatment and Zero Discharge - The company has implemented advanced technologies for zero wastewater discharge, resulting in a wastewater discharge of only 1.04 cubic meters per ton of product for 2024, with significant improvements in water reuse and efficiency [4] - Investments of 134 million yuan have been made in wastewater treatment projects, achieving a 43.9% reduction in wastewater discharge, a 63.4% reduction in COD, and a 49.2% reduction in ammonia nitrogen [4] - The company has established a scientific water conservation planning and responsibility system to enhance deep wastewater recycling and smart manufacturing [4]