金科环境(688466) - 投资者关系活动记录表（2024-12）

Group 1: Water Treatment Technology - The company is a pioneer in the large-scale application of nanofiltration membrane technology in drinking water treatment, handling over 300,000 tons/day and more than 10 plants with capacities above 50,000 tons/day [2] - It is one of the few companies in China with ultra-filtration membrane water plants capable of treating over 200,000 tons/day in municipal wastewater treatment [2] - The company has undertaken significant projects, including high-quality drinking water for the Winter Olympics and multiple water supply projects in key regions [2] Group 2: New Water Island Product - The company launched the "New Water Island 2.0" product in July 2024, featuring upgraded software and hardware for efficient water plant operations [2] - The product has received significant attention from both domestic and international clients, with a focus on building a sales network [2] - The modular design of New Water Island 2.0 allows for efficient production and installation, reducing costs and enhancing competitiveness [3] Group 3: Wastewater Resource Utilization - The company has developed proprietary wastewater recycling technologies for the photovoltaic industry, providing comprehensive solutions that include investment, construction, and operation [3] - A project in 2023 focused on treating wastewater from photovoltaic production, significantly reducing fluoride concentrations and enhancing process stability [3] - The company aims to increase the utilization rate of mine water in the Yellow River basin to over 68% by 2025, collaborating with universities on advanced treatment technologies [3] Group 4: Sales and Business Models - The New Water Island product can be sold as complete equipment or leased, providing flexibility for clients and reducing their capital investment [4] - The company emphasizes partnerships with various stakeholders, including water service groups and financial institutions, to address water scarcity and improve resource efficiency [4] - Target industries for the company's services include emerging sectors like PCB and photovoltaic, as well as high-water-consumption industries such as textiles and dyeing [4]