HUAKONG SEG(SZ:000068)2022-12-08 02:58Group 1: Company Overview - The company, 清控人居, was established in August 2013 and is backed by Tsinghua University, showcasing a strong technological advantage [4] - The management team holds a 10% stake in the company, indicating alignment of interests with shareholders [4] Group 2: Business Model and Strategy - The company focuses on an integrated environmental platform, with existing services in smart water management, water environment, consulting, and environmental monitoring, ranking among the top three in soil monitoring [5] - The PPP (Public-Private Partnership) model is utilized to address previous issues of fragmented project handling, enhancing overall project effectiveness [5] Group 3: Market Position and Projects - The company has designed 60%-70% of the proposals for sponge city projects across 16 cities, although only 4 cities have announced investments so far [6] - The company can leverage its 10 billion yuan in self-owned funds to attract 100 billion yuan in PPP investments, supported by complete financial licenses from Tsinghua Holdings [6] Group 4: Asset Potential - The company possesses a significant land asset of 600 acres in Pingshan, with a net asset value of 280 million yuan, projected to be worth several billion yuan upon sale [6] - Future plans include collaborating with developers to jointly develop idle land, enhancing asset utilization [6]