安徽税务部门以"政策套餐+精准服务"响应企业绿色发展需求 支持46家绿色企业成长为行业"隐形冠军" 截至目前，安徽省有73家企业被评为国家级"绿色工厂"，其中有46家行业"隐形冠军"企业(在某一细分 领域处于领先地位，虽然知名度较低但在产业链中扮演重要地位的公司)，数量在全国各省(区、市)排第 五位。这些坚持绿色发展的"隐形冠军"企业，在江淮大地悄然崛起，逐渐成为推动产业升级和创新发展 的重要力量。 为支持更多中小企业能够脱颖而出，成长为"隐形冠军"企业，安徽省税务部门以"政策套餐+精准服 务"积极响应企业绿色发展需求，深化政策支持和服务保障，助力绿色"隐形冠军"企业孵化成形、加速 发展。 绿色发展新"铝"途 在安徽省淮北市，森化碳吸附剂有限责任公司的实验室里，科研人员正专注地进行活性炭吸附性能测 试。这家专注于煤制活性炭研发生产及相关环保产业的高新技术企业，不仅拥有先进的生产设备和工 艺，还主导制定了煤制活性炭行业标准，成为行业标杆。 "税务部门的服务就像'贴心管家'，让我们能够心无旁骛地投入研发。"公司办税人员李丽娜介绍，"去年 以来，在税务部门的精准辅导和跟踪服务下，我们应享尽享税费政策红利，实现了净水 ...

中国环保机械行业协会名誉会长、专家委员会主任王亦宁接受中国工业报记者采访时表示，《意见》的 出台不仅是对行业四十年发展成果的系统总结，更是面向"双碳"目标的战略部署，将推动环保装备制造 业向绿色化、数字化、智能化、高端化深度融合的高质量发展方向迈进。 政策赋能：打开行业发展新空间 自2011年以来，工信部先后发布《环保装备"十二五"发展规划》《环保装备制造业高质量发展行动计划 (2022—2025年)》等文件，政策的持续发力为行业注入稳定预期。 历经数十年深耕，我国环保装备制造业实现了从追赶到并跑、从跟跑到部分领跑的跨越，不仅以雄厚产 业规模撑起污染防治攻坚战的"硬核"支撑，更以先进技术装备筑牢生态环保产业发展根基。近日，工业 和信息化部、生态环境部、国家市场监督管理总局联合发布《促进环保装备制造业高质量发展的若干意 见》(以下简称《意见》)，从供需两端精准施策，以政策"组合拳"为行业发展注入强劲动能，推动环保 装备制造业向着万亿级产业目标加速迈进。 构建科学合理的用户评价标准需兼顾普适性与灵活性，《意见》鼓励用户综合性能、效率、能耗、水 耗、寿命、运维等多维度指标，优化评标规则。行业协会等第三方机构将从重点 ...

Core Viewpoint - Shandong Taipeng Environmental Protection Materials Co., Ltd. has had its IPO application accepted by the Beijing Stock Exchange, with the underwriting by China Merchants Securities Co., Ltd. and the auditing by Rongcheng Accounting Firm [2] Company Overview - Taipeng Environmental Protection primarily engages in the research, production, and sales of various non-woven materials, including spunbond non-woven fabric, needle-punched non-woven fabric, and high-temperature filtration materials [2] - The company's products are widely used in filtration and separation, industrial materials, geotechnical and construction fields [2] Financial Performance - Revenue for the years 2022 to 2024 is projected to be CNY 337 million, CNY 328 million, and CNY 409 million respectively [2] - Net profit attributable to the parent company for the same period is expected to be CNY 31.01 million, CNY 28.68 million, and CNY 56.64 million respectively [2] - Total assets as of December 31 for 2022, 2023, and projected for 2024 are CNY 544.22 million, CNY 545.73 million, and CNY 591.54 million respectively [3] - The company’s gross profit margin is projected to increase from 22.58% in 2022 to 26.42% in 2024 [3] Shareholding Structure - Taipeng Group holds 61,287,602 shares, representing a 67.35% stake in the company, making it the controlling shareholder [3] - A group of seven individuals collectively holds 17.03% of the shares directly and 40.36% indirectly through Taipeng Group, totaling 57.39% [4] - These seven individuals have signed a concerted action agreement, confirming their status as joint actual controllers of the company [4] Management Team - Liu Jiansan serves as the chairman of the company, with extensive experience in the textile industry [6] - Dong Feng is the financial officer and board secretary, with a background in accounting and finance [7]

Group 1 - The company issued 5.1 million convertible bonds with a total value of 510 million yuan, approved by the China Securities Regulatory Commission on September 29, 2022 [1][19] - The bonds have a maturity period of six years, from September 29, 2022, to September 28, 2028, with a conversion period starting from April 12, 2023, to September 28, 2028 [1][4] - The initial conversion price is set at 6.04 yuan per share, subject to adjustments based on specific corporate actions [4][5] Group 2 - The company plans to use the raised funds for projects including the construction of high-performance glass fiber cotton and clean air filtration materials, with a total investment of 53.01 million yuan [13][14] - The company has established a special account for the management of the raised funds, ensuring compliance with regulations [19][23] - The company has a credit rating of "AA-" for the bonds, indicating a strong creditworthiness [19][24] Group 3 - The company reported a 12.90% increase in operating revenue for 2024 compared to 2023, despite a decrease in overall revenue due to the exclusion of a subsidiary from consolidation [17] - The net profit attributable to shareholders increased by 192.52% to 56.25 million yuan, with basic earnings per share at 0.0888 yuan [17][18] - The company maintains a healthy liquidity position, with a current ratio of 5.50 and a quick ratio of 4.77 [24]

严牌股份紧扣新时代绿色中国发展战略，立足既有技术与市场优势，加大研发创新、扩容产能规模，稳 步推进高质量发展。2024年公司实现营收7.85亿元，同比增长8.75%，2025年一季度实现营收2.00亿 元，同比增长16.49%，增长势头持续显现。公司目前拥有多条进口针刺无纺布生产线及两百多台织 机，具备数千万平方米级针刺无纺滤布和机织滤布产能，生产规模业内领先，可快速组织生产与交付； 同时通过设立子公司从事原材料研产销，形成产业协同效应，保障供应链稳定与质量可控，有效降低成 本。 2025年1月，严牌股份首发募投的高性能过滤材料生产基地、高性能过滤带生产基地项目已结项，初步 缓解公司产能压力。2024年，公司向不特定对象发行可转债募集资金4.68亿元，用于高性能过滤材料智 能化产业项目及补充流动资金。高性能过滤材料智能化产业项目总投资4.73亿元，项目建设完成后，严 牌股份将新增年产919万平方米高性能过滤材料的生产能力，不仅将进一步扩大高性能产品产能、丰富 主营业务品类以强化环保过滤领域核心竞争力，还将通过引入自动化、智能化设备推动生产与管理升 级，助力效率提升与业务持续高效发展。 严牌股份在深耕国内市场的 ...

Group 1 - General Water Technology's subsidiary, General Advanced Materials Technology (Xiamen) Co., Ltd., has established a strategic partnership with Xiamen Torch Group to enhance collaboration in technology research and development, industry incubation, and market expansion [1] - General Advanced Materials is a high-tech enterprise formed by General Water Technology, EnnoPure, and Qibei General Water Technology, focusing on water purification technology, modified carbon materials, and other advanced materials [1] - The agreement includes the establishment of a global research and manufacturing base in Torch High-tech Zone, leveraging four core innovative technologies to achieve a threefold function of purification, mineralization, and sterilization in filter elements [1] Group 2 - The company has innovatively developed a technology to convert coffee grounds into activated carbon for filtration materials, addressing the environmental impact of coffee waste [2] - Over 60 million tons of coffee grounds are produced globally each year, with 75% being landfilled, contributing significantly to greenhouse gas emissions [2] - The patented technology enhances the adsorption capacity for harmful substances like PFAS, achieving double the efficiency compared to traditional activated carbon, promoting a sustainable circular economy model [2]

证券代码：301081 证券简称：严牌股份 债券代码：123243 债券简称：严牌转债 浙江严牌过滤技术股份有限公司投资者关系活动记录表 编号：2025-001 | 投资者关系活动 | □特定对象调研 □ 分析师会议 | | --- | --- | | 类别 | □ 媒体采访 √ 业绩说明会 | | | □ 新闻发布会 □ 路演活动 | | | 现场参观 □ | | | 其他 （请文字说明其他活动内容） □ | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 | 2025 年 5 月 13 日（周二）下午 13:30~17:00 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 采用网络远程的方式召开业绩说明会 | | 上市公司接待人 | 1、董事长孙尚泽 | | 员姓名 | 2、总经理、董事李钊 | | | 3、副总经理、董事会秘书范悦 | | | 4、财务总监许铃盈 | | | 5、独立董事周卿 | | | 6、保荐代表人邹莎 | | 投资者关系活动 | 公司就投资者在本次说明会中提出的问题进行了回复： | | | 1、 ...

Investment Rating - The report assigns an "Outperform" rating to the company with a target price of RMB 13.08, compared to the current price of RMB 9.96 [1][6][13]. Core Insights - The company is expected to benefit from improved wind conditions, with onshore and offshore wind utilization hours increasing by 152 and 421 hours year-on-year, respectively, leading to a positive outlook for performance recovery [1][6][13]. - For 2024, the company is projected to achieve revenue of RMB 14.56 billion, a slight decrease of 0.9% year-on-year, while net profit attributable to shareholders is expected to rise by 6.5% to RMB 2.79 billion [6][13]. - The first quarter of 2025 shows promising results with revenue of RMB 3.1 billion, up 0.3% year-on-year, and net profit attributable to shareholders increasing by 42.8% to RMB 750 million, driven by strong wind resources [6][13]. Financial Summary - The financial summary indicates that the company’s revenue is projected to decline slightly in 2024 but is expected to grow significantly in the following years, reaching RMB 18.44 billion by 2027, representing a growth of 17.6% [4][7]. - Net profit attributable to shareholders is forecasted to increase from RMB 2.79 billion in 2024 to RMB 3.73 billion in 2027, reflecting a compound annual growth rate of approximately 13.1% [4][7]. - The earnings per share (EPS) is expected to rise from RMB 1.00 in 2024 to RMB 1.34 in 2027, indicating a positive trend in profitability [4][7]. Future Growth Potential - The company has a robust pipeline of future projects, including a combined heat and power (CHP) project and offshore wind projects, which are expected to contribute significantly to net profits in 2026 and 2027 [6][14]. - The anticipated internal rates of return (IRR) for the CHP projects are 12.55% and 17.73%, indicating strong potential for profitability [6][14]. - The company plans to initiate a mid-term dividend of no less than 10% in 2025, reflecting a commitment to shareholder returns while pursuing growth [6][14].

Investment Rating - The report assigns an "Outperform" rating to the company with a target price of RMB 13.08, compared to the current price of RMB 9.96 [1][6][13]. Core Insights - The company is expected to see a recovery in performance due to improved wind conditions, with onshore and offshore wind utilization hours increasing by 152 and 421 hours year-on-year, respectively [1][6][13]. - For 2024, the company is projected to achieve revenue of RMB 14.56 billion, a slight decrease of 0.9% year-on-year, and a net profit attributable to shareholders of RMB 2.79 billion, an increase of 6.5% year-on-year [6][13]. - The first quarter of 2025 shows promising results with revenue of RMB 3.1 billion, up 0.3% year-on-year, and a net profit of RMB 750 million, up 42.8% year-on-year, driven by strong wind resources [6][13]. Financial Summary - The financial summary indicates that the company’s revenue is expected to grow from RMB 14.56 billion in 2024 to RMB 18.44 billion by 2027, reflecting a compound annual growth rate (CAGR) of 17.6% [4][7]. - Net profit attributable to shareholders is projected to increase from RMB 2.79 billion in 2024 to RMB 3.73 billion in 2027, with a CAGR of 13.1% [4][7]. - The earnings per share (EPS) is expected to rise from RMB 1.00 in 2024 to RMB 1.34 in 2027 [4][7]. Future Growth Potential - The company has a robust pipeline of future projects, including a combined heat and power (CHP) project with an expected internal rate of return (IRR) of 12.55% for Phase I and 17.73% for Phase II, projected to commence in 2026 and 2027, respectively [6][14]. - The offshore wind project in Changle J Zone is expected to be operational by early 2027, with an IRR of 5.03% [6][14]. - The company plans to initiate a mid-term dividend of no less than 10% in 2025, indicating a commitment to shareholder returns while pursuing growth [6][14].

编号：ZCHB-2025-001 过滤材料板块是公司重要业务板块，公司作为国内第一家高 温滤料的上市公司，过滤材料是公司的核心产品，2024 年度，公 司过滤材料业务实现收入 2.38 亿元，同比上升 1.96%。 | 投资者关系活动 | √特定对象调研 □分析师会议 | | --- | --- | | 类别 | □业绩说明会 □媒体采访 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及 | 万和证券：田明华、宝盈基金管理有限公司：朱凯、深圳市恒泽私 | | 人员姓名 | 募证券基金管理有限公司：刘诗能 | | 时间 | 2025 年 04 月 22 日（星期五） | | 地点 | 厦门中创环保总部五楼怀远厅 | | 上市公司接待人 | 公司董事会秘书孙成宇 | | 员姓名 | 交流内容： | | | 1、请问董秘，贵公司持续几年业绩亏损了，按照目前这个业绩现 | | | 实，公司目前存在被 ST 的风险吗？ | | | 您好，公司 2024 年度财务、内控审计报告均为标准无保留意 | | 投资者关系活动 | 见类型，根据《深 ...