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Penyao Environmental Protection (300664.SZ): The main direction of Water Affairs investment in 2025 is to promote and apply the complete technology and equipment for future water plants (SEED water plants).
On February 13th, Gelonghui reported that Penyao Environmental Protection (300664.SZ) recently stated during an investor relations event that the company's main direction for Water Affairs investment in 2025 is to promote and apply the complete technology and equipment invented by the company for future water plants (SEED water plants). The SEED water plant technology breaks away from the traditional construction form of water plants, which mainly relies on Steel and concrete structures, by using Steel structures instead of Steel-concrete structures, transforming the construction model of water plants from on-site construction to factory manufacturing; it fully optimizes the water plant project from the perspectives of R&D design, production manufacturing, installation, and operation according to a productization approach, achieving high integration and productization.
China Merchants: The SAF production projects in Europe and America are progressing continuously, and the advantages in raw materials will support the large-scale capacity construction in China.
Fuel refueling with SAF is a key measure for the Aviation industry's Eco-friendly Concept and emission reduction standards. The EU and other regions have proposed mandatory blending ratios for SAF, and the successive implementation of supportive policies is expected to drive a significant increase in SAF demand.
Penyao Environmental Protection (300664.SZ): In 2024, the company's main Business is stable, and overall Operation is expected to maintain a certain level of growth.
On January 9, Glonghui reported that Penyao Environmental Protection (300664.SZ) indicated during an investor research meeting that this year the Environmental Protection Industry is under pressure due to the macroeconomic recovery being below expectations, affecting the revenue and profit throughout the industry. However, this year the company is focusing on management and execution in its front-end Business, cost control and cash flow in its mid-end financial affairs, and the collection rate of receivables in its back-end risk control. Additionally, the company's pragmatic top-down management style has significantly improved the overall Operating results, and the main business is expected to remain stable with certain growth in 2024.
Penyao Environmental Protection (300664.SZ): Currently, Penyao Bioenergy has reached a sales intention with a subsidiary of China National Petroleum Corporation overseas.
On January 9, Longhubang reported that Penyao Environmental Protection (300664.SZ) stated during a meeting with institutional investors that Penyao Bioenergy Co., Ltd. has reached a sales intention with an overseas company under China National Petroleum Corporation and has signed a sales contract. This sales volume is nearly 5,000 tons, marking the first order for SAF sales by Penyao Environmental Protection, which signifies an important step in the development of Penyao Environmental Protection in the bio-jet fuel field. The production and sales of SAF by Penyao Environmental Protection are based on market prices to adjust the company's production rhythm and to formulate procurement and sales plans.
We Think Penyao Environmental Protection (SZSE:300664) Is Taking Some Risk With Its Debt
Penyao Environmental Protection (300664.SZ): The application for civil Aviation airworthiness certification is currently being prepared.
On December 20, Gelonghui reported that Penyao Environmental Protection (300664.SZ) announced on the investor interaction platform that Panjin Penyao has obtained ISCC CORSIA and ISCC EU certifications. The sales intention reached with an overseas company under PetroChina involves customers who are traders in Europe. The application for domestic civil Aviation airworthiness certification is currently being prepared. The company will adjust production arrangements and capacity expansion based on a comprehensive assessment of industry development trends, customer Order status, raw material and product prices, and other factors.
Penyao Environmental Protection Co., Ltd.'s (SZSE:300664) Prospects Need A Boost To Lift Shares