Scimee(SZ:300425)2022-12-08 01:31Group 1: Company Overview and Technology - Sichuan Huaneng Demai Technology Co., Ltd. focuses on black and odorous water treatment using magnetic separation technology, which is efficient, space-saving, and has a short construction period [2][4]. - The company employs a contract environmental service model for its projects, providing wastewater treatment equipment and managing project construction and operation [4][5]. Group 2: Project Implementation and Costs - The initial investment for operational projects includes equipment costs, pipelines, and site preparation, with overall investment costs being relatively low due to the compact nature of the equipment [5][6]. - Operational service costs primarily consist of personnel wages, reagents, testing fees, electricity, and equipment depreciation [5]. Group 3: Market Strategy and Expansion - The company aims to expand its market presence in key regions such as Beijing-Tianjin-Hebei, Yangtze River Delta, Pearl River Delta, Southwest, and Central China [6][7]. - The company is also involved in establishing industry funds to enhance collaboration with investment management teams and industry peers, particularly in the municipal water environment sector [6][7]. Group 4: Current Orders and Industry Impact - As of September 30, the company has orders totaling 429 million yuan, with the water environment treatment sector accounting for 204 million yuan, representing 47.42% of total orders [6][7]. - The downturn in the metallurgy and coal industries has impacted revenue but the company maintains stable gross margins due to the advantages of its magnetic separation technology [7][8].