CEEP(SZ:300172)2022-12-07 09:06Group 1: Company Development Strategy - The company has established a "4+1" industrial structure focusing on large industrial water treatment, municipal sewage treatment, sludge disposal, and air pollution control, while also creating a third-party environmental governance service platform [2][3]. - The company aims to leverage national environmental governance opportunities, positioning itself as a high-end technology service provider, primarily focusing on industrial and municipal water treatment, while expanding into air pollution control and solid waste disposal [3][4]. Group 2: Project Implementation and Duration - The typical implementation cycle for projects varies: thermal power projects take 1-2 years, nuclear power projects 2-3 years, non-electric industrial water treatment projects 1-2 years, municipal water treatment projects 1-2 years, and flue gas treatment projects 1-2 years [3]. - The company is actively pursuing the market for sludge disposal, particularly through the BOO project in Nanjing, which is expected to capitalize on the growing demand for sludge incineration and resource utilization [3][4]. Group 3: Innovative Service Platforms - The company has established the "National Environmental Service Industry Nanjing Cluster," which has been approved by the Ministry of Environmental Protection, focusing on high-end environmental services [4]. - The company has created a platform for technological cooperation and talent innovation, which includes a center for environmental industry innovation, enhancing its capabilities and influence in the environmental governance sector [4]. Group 4: Market Trends and Future Outlook - Following the implementation of the new environmental law, the water treatment and pollution control sectors are expected to see rapid investment growth, with increased demand for industrial renovation projects and water reuse [3][4]. - The company is committed to enhancing its capabilities in treating difficult wastewater, particularly in high-salinity contexts, and is focusing on zero discharge and water reuse initiatives in key industrial sectors [3][4]. Group 5: Mergers and Acquisitions Strategy - The company plans to utilize capital to seize opportunities in the environmental "three wastes" governance sector, focusing on acquiring companies with advanced environmental technologies and products [4]. - The company aims to create a platform for gathering high-end talent and fostering innovation, thereby enhancing its market position and expanding its scale [4]. Group 6: Company Valuation Perspective - The company is focused on enhancing its market value by solidifying its foundation, improving core business operations, and ensuring sustained performance growth [4].