公开资料显示，贵港环保及平南环保主要从事生活垃圾焚烧发电及相关环保业务。具体来看，贵港环保 主要运营贵港市垃圾焚烧发电项目，项目分三期，总规模1500吨/日，已全部投运。平南环保主要运营 平南县垃圾焚烧发电项目，项目总规模1200吨/日，其中一期600吨/日已投运。 长江商报奔腾新闻记者潘瑞冬 中科院旗下环保产业上市公司中科环保（301175）(301175.SZ)揽收两家环保公司股权。 7月1日晚间，中科环保发布公告称，公司以公开摘牌方式成功竞得北控水务旗下广西贵港北控水务环保 有限公司100%股权及广西平南县北控水务环保有限公司100%股权，成交价格分别为3.03亿元和5175万 元，合计3.54亿元。 对于此次交易，公司表示，本次交易符合公司战略规划，有助于公司增加生活垃圾焚烧发电业务规模， 拓展广西固废处理市场布局及绿色热能高效利用模式的推广，提升公司未来营业收入和利润，进一步提 高公司核心竞争力，预计将对公司未来业务发展及经营业绩提升产生积极影响。 随着城镇化进程有序推进，城镇生活垃圾清运规模日益增加，带动生活垃圾总体处理需求持续旺盛。作 为中科院旗下环保公司，中科环保近年来净利润持续增长。 202 ...

截至评估基准日2024年5月31日，平南环保账面净资产5726.14万元，股东全部权益评估值为5750万元， 增值率为0.42%。 2025年6月30日，中科环保已与广西联合产权交易所集团有限责任公司签订《成交确认书》，确认公司 成为贵港环保及平南环保100%股权转让的受让方。 贵港环保主要运营贵港市垃圾焚烧发电项目，项目分三期，采用BOO（建设—拥有—运营）模式，总 投资额约为9.18亿元。项目总规模1500吨/日，已全部投运。其中一期600吨/日，二期300吨/日，三期 600吨/日。 截至评估基准日2024年5月31日，贵港环保账面净资产2.6亿元，股东全部权益评估值为3.35亿元，增值 率为28.74%。 平南环保主要运营平南县垃圾焚烧发电项目，项目特许经营期至2052年3月31日，采用BOO（建设—拥 有—运营）模式，总投资额约为5.31亿元。项目总规模1200吨/日，其中一期600吨/日已投运。 7月1日晚间中科环保(301175)披露，公司以公开摘牌方式收购北控水务（广西）集团有限公司持有的广 西贵港北控水务环保有限公司（下称"贵港环保"）100%股权及广西平南县北控水务环保有限公司（下 称"平 ...

Group 1 - The company successfully acquired 100% equity of Guangxi Guigang Beikong Water Environmental Co., Ltd. and Guangxi Pingnan Beikong Water Environmental Co., Ltd. for a total price of RMB 35,442 million [1] - The acquired companies primarily engage in waste incineration power generation and related environmental protection businesses, with operational capacities of 1500 tons/day and 1200 tons/day respectively [1] - This acquisition is a strategic move to enhance the company's presence in the solid waste and new energy sectors, expanding its market share in Guangxi and promoting efficient utilization of green thermal energy [1] Group 2 - The transaction aligns with the company's strategic planning, aiming to increase the scale of waste incineration power generation and strengthen its competitiveness in South China [2] - Following a previous acquisition in Shijiazhuang that resulted in a net profit increase of approximately RMB 50 million in the first year, the company anticipates similar revenue and profit growth from these new projects [2] - The controlling shareholder, Zhongke Industrial Group, has voluntarily extended the lock-up period of its shares by 12 months to support the company's future strategic goals and enhance investor confidence [2]

中国发展网讯 6月25日，全国节能宣传周期间，"走进新国企·中国节能绿色工厂"融媒体调研活动，来到 中国节能旗下中节能（肥西）环保能源有限公司（以下简称肥西公司），实地探访安徽省合肥市肥西县 生态环保产业示范园建设成果，切身感受中国节能践行绿色低碳发展理念、推动固废资源化利用的创新 实践。通过探寻绿色生产、绿色智造、绿色创新、绿色服务的全周期绿色管理之道，展现中国节能在推 进产业结构绿色低碳转型、推动传统产业绿色低碳改造升级方面的绿色实践。 生态治理：突破"垃圾围城"困局 长江经济带作为我国水环境问题最严峻区域，固废污染治理迫在眉睫。肥西公司紧密围绕中国节能在长 三角地区的重要战略布局需求，依托现有的垃圾填埋场建设了肥西县生态环保产业示范园。生态环保产 业示范园立足"协同处理、科技创新、生态环保、示范转换"四大功能模块，致力于打造长江经济带生态 保护示范工程，发挥中国节能"长江经济带污染治理主体平台"作用。 目前，园区已建成2000吨/日生活垃圾焚烧发电项目、500吨/日炉渣综合处理利用项目、800吨/日餐厨垃 圾处理项目，600吨/日污泥干化项目，总处理规模达3900吨/日。自投运以来，截至2025年5月底 ...

Core Viewpoint - The article highlights the innovative practices of China Energy Conservation and Environmental Protection Group's subsidiary, Feixi Company, in promoting green low-carbon development and solid waste resource utilization through advanced waste-to-energy projects [1][2]. Group 1: Waste Management and Energy Generation - Feixi Company processes 2,000 tons of municipal solid waste daily, converting it into clean electricity, which is integrated into the power grid, thus transforming waste into green energy [2]. - The company has reduced carbon dioxide emissions by approximately 260,000 tons annually, equivalent to saving 96,000 tons of standard coal [2]. - By May 2025, Feixi Company is expected to have processed over 4.1 million tons of waste and generated 1.34 billion kilowatt-hours of electricity, addressing the "garbage siege" issue in Hefei City [2]. Group 2: Environmental Impact and Technological Innovation - Feixi Company has been recognized as a "waste-free factory" in Hefei, reflecting its commitment to environmental sustainability and innovation in the field of environmental technology [3]. - The company has applied for 32 patents and 10 software copyrights, establishing a range of core technologies with independent intellectual property rights [3]. - The company actively engages with the community by addressing environmental concerns and promoting public participation in ecological protection through educational initiatives [3].

Group 1: Employee Structure and Operations - Total number of employees decreased from 4,632 in 2023 to 4,578 in 2024, with production staff dropping from 2,511 to 2,415, indicating a shift in workforce structure due to automation [2][3] - The company does not engage in hazardous waste treatment, focusing instead on solid waste management [2][3] Group 2: Financial Performance and Projections - The environmental segment's operating cost for 2024 is projected at CNY 3.473 billion [4][13] - Revenue from solid waste treatment equipment increased by 11.5% in 2024, but gross margin decreased by 3.4 percentage points [4][5] - Government subsidies accounted for 27% of net profit in 2024, raising concerns about future profitability if subsidy policies change [9][12] Group 3: Customer Concentration and Risk Management - The concentration of major customers (CR5) reached 83% in 2024, with the largest customer representing 58%, highlighting potential dependency risks [6][9] - The company reported that the top five customers accounted for 33.55% of total sales, with the largest customer contributing 11.62% [6][9] Group 4: Cash Flow and Debt Management - Operating cash flow net amount decreased by 2.27% year-on-year, while net profit fell by 16.14% [8][11] - The asset-liability ratio improved to 54.27% in 2024 from 60.57% in the previous year, indicating better financial stability [8][11] - Short-term borrowings decreased by 94.07% from CNY 1.25 billion in 2023 to CNY 740 million in 2024 [7][8] Group 5: Market Position and Competitive Strategy - The company holds a 7%-8% market share in the national waste incineration sector, with plans to enhance competitiveness in high-end equipment [10][12] - Capital expenditures dropped by 31% in 2024, raising questions about future investments in carbon capture technologies [12][13] Group 6: Investment and Future Outlook - The first quarter of 2025 saw a net profit of CNY 282 million, a 42.72% increase compared to the same period last year [14][15] - The company is focused on enhancing operational quality and shareholder returns through strategic investments and market development [14][15]

Core Viewpoint - Company plans to invest in and operate two waste-to-energy plants in Uzbekistan, with a total investment of $475 million, aiming to enhance its international presence and profitability while contributing to local economic development [1][2][3]. Investment Details - Total investment for the two projects is $475 million, with expected annual waste processing capacities of 837,500 tons and 502,500 tons, and annual electricity generation of 482 million kWh and 268 million kWh respectively [1]. - The construction period for both projects is 2 years, and the operational period is 30 years, with a post-tax internal rate of return of no less than 8% [1][6]. Strategic Importance - The investment aligns with the company's "Belt and Road" initiative and its "14th Five-Year Plan," aiming to enhance international operations and brand influence [1][2]. - The projects are expected to drive collaboration across various business sectors, including design consulting and advanced equipment manufacturing [1][3]. Market Context - Uzbekistan's stable political environment and strong economic growth, with GDP growth rates of 6% in 2023 and 6.5% in 2024, create a favorable backdrop for waste management solutions [5]. - The country's per capita GDP is projected to reach $3,093 in 2024, indicating a shift from traditional waste disposal methods to more advanced solutions [5]. Regulatory Environment - The Uzbek government has initiated policies to enhance waste sorting and processing efficiency, providing incentives for international investment in this sector [6]. - The projects are strategically located in high-density population areas, ensuring a strong potential for investment returns [6][7]. Future Prospects - The successful implementation of these projects is expected to position the company as a leader in integrated investment and operation projects in Uzbekistan and surrounding regions [7]. - The company aims to leverage its competitive advantages and established expertise in green infrastructure to support the transition of local infrastructure towards sustainability [4][7].

Meeting Details - The eighth board meeting of Zhonggong International Engineering Co., Ltd. was held on May 12, 2025, with all eight directors present, achieving 100% attendance [1][2] - The meeting was chaired by Chairman Wang Bo, and some supervisors and senior management attended as well [1] Resolutions Passed - The board approved the proposal for the investment in the Tashkent municipal solid waste incineration power generation project in Uzbekistan [1] - The board also approved the proposal for the investment in the Andijan municipal solid waste incineration power generation project in Uzbekistan [2] Documentation - Relevant documents regarding the proposals were published in the China Securities Journal, Securities Times, and on the website of Giant Tide Information Network [2]

Core Viewpoint - The company plans to invest in a waste-to-energy project in Uzbekistan, with a total investment of $178 million [1] Group 1: Project Details - The project involves the construction and operation of a waste incineration power plant with a daily processing capacity of 1,500 tons of municipal waste [1] - The company will establish a wholly-owned subsidiary in Singapore, Eco Value Investment LLC, to facilitate the investment [1] - Eco Value Investment LLC will contribute $49 million to establish a local company, China National Machinery International Green Energy (Andijan) LLC, in Uzbekistan, holding 85% of its shares [1] Group 2: Regulatory and Approval Process - The board of directors has approved the proposal, which is subject to further regulatory approvals from the National Development and Reform Commission, Ministry of Commerce, and State Administration of Foreign Exchange [1]

股票代码：000885 股票简称：城发环境 城发环境股份有限公司投资者关系活动记录表 编号：2025-001 | 投资者关系 | □特定对象调研 □分析师会议 □媒体采访 ☑业绩说明会 | | | --- | --- | --- | | 活动类别 | □新闻发布会 □路演活动 □其他 | □现场参观 | | 参与单位 | 现场出席的中小投资者、机构及媒体等 | | | 及人员 | | | | 时间 | 年 月 2025 5 15 日（星期四）10:00-12:00 | | | 地点 | 河南省郑州市郑东新区嘉苑路 号城发环境研发中心 楼 38 1 | | | 上市公司接待 | 董事长黄新民先生、总经理李戈先生、总会计师荣建军先生、董事会 | | | 人员姓名 | 秘书李飞飞先生、职工董事郭予鹏女士、独立董事海福安先生、独立 | | | | 董事万俊锋先生及其他高管人员 | | | | （一）总体情况介绍 | | | | 2024年是城发环境战略转型的关键一年。公司秉持"让环境·生活 | | | | 更美好"的企业使命，坚守"绿色循环，生生不息，成为无废城市的建 | | | | 设者、低碳生活的引领者"的企业愿 ...