兴源环境(300266) - 兴源环境调研活动信息

Group 1: Company Overview and Strategic Direction - The company aims to become a leader in smart urban ecological environmental protection, guided by the "1233" strategy, which includes one mission, two pillars, three elements, and three key business areas [3] - The two pillars focus on supporting national rural revitalization and achieving carbon peak and carbon neutrality by 2030 [3] - The three elements consist of a business model integrating industry, technology, and services [3] Group 2: Business Segments and Innovations - Key business areas include agricultural and environmental equipment, comprehensive environmental governance, and dual carbon innovation [3] - The company has established a new subsidiary for agricultural and environmental equipment, focusing on organic fertilizers and feed production, which is performing well [3] - Innovations include a proprietary kitchen waste processor aimed at overseas markets, particularly Japan and South Korea, where waste disposal fees are based on weight [4] Group 3: Performance and Achievements - The company has successfully completed projects ahead of schedule, such as the renovation of the Xiaoyaojin Park, which received positive feedback and is nominated for awards [4] - The company’s water treatment plant has been recognized as a benchmark project in Zhejiang Province [4] - During the National Day holiday, a commemorative park received over 32,000 visitors, showcasing the company's successful project execution [4] Group 4: Future Business Structure and Financial Planning - The company anticipates a shift in business structure, with traditional environmental construction decreasing to 50% of revenue while equipment and dual carbon innovation increase [4] - The dual carbon business is positioned as a light asset model, leveraging partnerships with state-owned enterprises and local governments for rural revitalization projects [5] - The company is exploring the market for insect protein derived from organic waste, which is currently in high demand [5] Group 5: Investor Engagement and Market Position - The company is actively engaging with investors to discuss product advantages and future business strategies [4][5] - The kitchen waste processor is designed to reduce waste weight, saving costs and time for users [4] - The company’s strategic positioning aligns with its mission to support rural revitalization and environmental sustainability [5]