近日，国家发改委、国家能源局联合印发《关于有序推动绿电直连发展有关事项的通知》，为新能源电 力生产和消费融合发展注入强劲动力。在此背景下，垃圾焚烧发电领先企业旺能环境（002034） (002034.SZ)凭借前瞻布局与技术优势，有望受益于政策红利。 绿电直连政策推进，打开产业协同通道 政策定义显示，绿电直连是指风电、太阳能发电、生物质发电等新能源通过直连线路向单一电力用户供 给，实现电量物理溯源的创新模式。这一政策首次明确绿电直连规则，不仅允许新增负荷配套建设新能 源项目，更突破性地打开存量负荷参与通道，为垃圾焚烧发电与数据中心的用能协同提供了政策基石。 值得关注的是，《数据中心绿色低碳发展专项行动计划》明确提出，国家枢纽节点新建数据中心的绿电 占比需超过80%，并要求将可再生能源利用方案纳入节能审查内容。而垃圾焚烧发电凭借稳定的电力输 出与低碳属性，在绿电直连合作中展现独特优势。业内人士分析认为，随着绿电直连政策推进，存量数 据中心与垃圾焚烧项目的合作空间被全面激活，"绿电直连+数据中心"的融合模式将成为行业趋势。 此外，华源证券研报指出，直连政策将推动垃圾焚烧发电模式从ToG到ToB，有望为企业带来价值 ...

证 券 研 究 报 告 市政环保红利属性强化，人工智能引领板块成长 2025下半年环保行业投资策略 证券分析师： 王璐 A0230516080007 莫龙庭 A0230523080005 2025.06.05 投资分析意见 3 2. AI赋能驱动二次增长，市政环保焕发新成长动能 3. 重点公司估值表及风险提示 1 市政环保：稳健经营，高股息表现亮眼 | 2025/6/4 市政固废 | 000598.SZ | 兴蓉环境 | 表：环保行业高分红高股息公司汇总（亿元，%, A股为人民币，港股为港币） | 223 | 12 | 11 | 10 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 日期 | 证券 | | 企业 | 市值 | | PE | | | 归母净利 | | | 分红率 | | | 股息率 | | | | | | | | 2023 | 2024 | 2025E | 2023 | 2024 | 2025E ...

Core Viewpoint - Wangneng Environment is transforming from a traditional solid waste treatment company to a green technology service provider by integrating solid waste treatment, renewable energy, and computing power services, leveraging the opportunity of the Huzhou "Zero Carbon Intelligent Computing Center" [1][3] Group 1: Solid Waste Treatment - Wangneng Environment demonstrates industry-leading capabilities in solid waste treatment, operating 21 waste incineration plants with a daily waste processing capacity of approximately 21,800 tons and generating over 8.31 million kWh of electricity daily [2] - The South Taihu Phase V project, utilizing innovative ultra-high pressure reheating technology, has improved thermal efficiency from 22% to 30%, achieving a power generation of 700 kWh per ton of waste, which is double the industry average [2] - The company has achieved a significant reduction in standard coal consumption by 1 million tons annually and maintains dioxin emissions below EU standards [2] Group 2: Renewable Energy and Green Initiatives - The South Taihu project, with a total capacity of 2,150 tons per day, is expected to provide ample green electricity resources for the intelligent computing center [1][2] - The first phase of the South Taihu project completed Zhejiang Province's first green certificate transaction for municipal waste incineration in February 2024, marking a breakthrough in green electricity value conversion [2] Group 3: Intelligent Computing and Smart Factory - The Huzhou Zero Carbon Intelligent Computing Center, which completed its filing on March 4, 2025, will rely on the company's waste incineration capacity to create a sustainable energy loop for computing power services [3] - The company has made significant advancements in smart factory construction, implementing a comprehensive information platform for monitoring the entire waste collection and production process, enhancing operational efficiency and management precision [3] - With the support of national policies aiming for a 15 trillion yuan scale in the energy-saving and environmental protection industry by 2030, Wangneng Environment is positioned to explore a broad market space [3]

截至2025年5月23日收盘，旺能环境(002034)报收于17.14元，下跌2.0%，换手率1.34%，成交量5.77万 手，成交额9978.97万元。 董秘最新回复 投资者： 据5月8日国泰海通的调研报告，贵公司正计划布局湖州零碳智算中心算力项目，为什么公告 内未找到相关的内容，情况是否属实？还有就是算力项目计划什么时候开建？建成后会产生多大的利 润？ 董秘： 尊敬的投资者，您好！湖州南太湖环保能源有限公司已于2025年3月4日完成了湖州"零碳智算中 心"备案，目前正在积极推进前期准备工作，包括客户对接和方案优化等。项目具体建设时间及效益情 况将根据实际进展确定，后续如有重大进展，公司将严格按照监管要求及时履行信息披露义务。感谢您 的关注！ 旺能环境股份有限公司发布了关于注销回购股份减少注册资本暨通知债权人的公告。主要内容如下： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 当日关注点 交易信息汇总 5月23日，旺能环境的资金流向显示，主力资金净流出1989.47万元；游资资金净流入635.88万元；散户 资金净流入1353. ...