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复洁环保(688335) - 投资者关系活动记录表(2024年1月9日)

Group 1: Industrial Market Expansion - The company is actively expanding its business in the industrial sector, focusing on integrated technology equipment applications in "coal chemical" and "lithium battery" fields. In 2023, new orders were signed in both sectors, and multiple pilot tests were conducted in the lithium battery sector, demonstrating good market potential for solid-liquid separation technology [2][3]. Group 2: High-Temperature Water Source Heat Pump - In 2023, the company's high-temperature water source heat pump technology was successfully applied in multiple sludge dewatering and drying projects in cities like Shanghai, Guangzhou, and Shenzhen. This application significantly reduced energy consumption, carbon emissions, and direct operating costs, showcasing substantial overall benefits [3]. Group 3: Carbon Neutrality Business Development - The company's subsidiary, Jiecang (Shanghai) Technology Co., Ltd., has established a professional team focused on low-carbon consulting and research. As of September 2023, Jiecang Technology had 74 projects in hand, including 25 VCS projects, 5 GS projects, and 44 PHCER projects, indicating a promising development outlook [3]. Group 4: CCER Market Restart - The company is closely monitoring carbon trading policies and dynamics, particularly the restart of CCER (China Certified Emission Reduction) projects, which is seen as a significant move to promote the carbon trading market and green finance in China. This is expected to encourage investments in emission reduction equipment and green low-carbon technologies [3]. Group 5: Hydrogen Storage Technology Progress - The company has invested in Shanghai Bolu Clean Energy Technology Co., Ltd., which specializes in titanium-based hydrogen storage alloys. In December 2023, the company established a hydrogen energy division to integrate hydrogen storage technology with its existing technologies, aiming to enhance competitive advantages and promote hydrogen as a clean energy source in domestic wastewater treatment plants [3].