中电环保(300172) - 2024年度网上业绩说明会投资者关系活动记录表
CEEPCEEP(SZ:300172)2025-04-11 10:48

Financial Performance - The company reported a revenue of CNY 837.30 million and a net profit of CNY 74.16 million for the year 2024, with a cash dividend of CNY 0.50 per 10 shares, totaling CNY 33,835,500, which represents 45.63% of the net profit attributable to shareholders [2][6][15]. Contractual Obligations - As of the end of 2024, the company has unrecognized revenue from contracts totaling CNY 30.79 billion, including CNY 9.34 billion in estimated operational contracts and CNY 1.62 billion in flue gas treatment contracts [1][3]. - The engineering contract amount is CNY 13.28 billion, with an implementation period expected to be 1-3 years, while operational contracts amount to CNY 17.51 billion, aligned with project concession periods [1][3]. Market Position and Strategy - The company is recognized as a national-level "little giant" enterprise and focuses on environmental governance, including water treatment, solid waste management, and flue gas treatment [11][24]. - The company aims to enhance its core competitiveness through market expansion, technological innovation, and risk management, while maintaining a strong focus on operational management [2][11][23]. Technological Advancements - The company is actively involved in the development of advanced technologies such as zero discharge wastewater treatment and nanofiltration membrane separation, which are crucial for resource recovery and environmental sustainability [12][24][26]. - The integration of artificial intelligence and digital technologies is being leveraged to enhance project management and operational efficiency across various business sectors [4][5][10]. Future Growth Opportunities - The company plans to expand its water treatment services into new sectors, including industrial wastewater recycling and urban water environment governance, while also focusing on the development of lithium extraction from salt lakes [8][19][20]. - The solid waste management sector is expected to grow significantly due to increasing urbanization and the need for effective waste treatment solutions [20][21]. Supply Chain Management - The company is implementing strategies to mitigate risks associated with international market fluctuations by diversifying suppliers and enhancing local sourcing capabilities [18][19]. - Continuous monitoring of raw material prices and adjusting procurement strategies are key components of the company's supply chain management approach [17][18].