龙泉股份(002671) - 2015年3月12日投资者关系活动记录表

Group 1: Current Status of Sludge Treatment - As of the end of 2013, there were 3,513 sewage treatment plants in China, with a treatment capacity of approximately 1.49 million cubic meters per day, generating over 33 million tons of sludge annually, of which 80% remains untreated [1][2] - The predominant method of sludge disposal in China is landfill, with 63% of sludge being disposed of this way [2][3] Group 2: Low-Temperature Jet Drying Technology - The company's low-temperature jet drying technology operates at normal temperature and pressure, utilizing "shock wave" principles to accelerate sludge drying [1][2] - Key features of the technology include safety, energy efficiency, reduced odor emissions, and significant cost savings in transportation [2] Group 3: Post-Drying Sludge Treatment Methods - Post-drying, sludge can be treated through cement kiln co-disposal, plasma gasification, or used in the production of building materials [2] - The cement kiln method involves burning sludge at temperatures above 1,450°C, ensuring complete combustion without harmful emissions [2] Group 4: Advantages of the Company in Sludge Treatment - The company has accumulated substantial resources and project experience from large-scale water conservancy projects, enhancing its market development capabilities [2] - The modular design of the equipment allows for rapid establishment of treatment facilities in different locations [2] Group 5: Demonstration Project Overview - The company is involved in a project aimed at reducing sludge by 23,000 tons per year, utilizing jet drying technology to decrease moisture content from 80% to below 30% [2] - This project effectively reduces sludge volume from 50,000 tons to 14,300 tons, contributing to ecological and social benefits [2] Group 6: Social Benefits and Market Prospects - The project addresses public and governmental responsibilities by reducing environmental pollution and promoting resource recycling [2] - By 2015, the government aims for a harmless treatment rate of 80% in major cities and 70% in other cities, with an investment of 60 billion yuan in sludge reduction and treatment [3]