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Huayuan Securities: Garbage incineration combined with IDC is expected to bring about a re-evaluation of corporate value.
The collaboration between waste-to-energy companies and Datacenters brings mutual benefits. Datacenters can meet policies aimed at reducing energy consumption and mandating the use of green electricity, while waste-to-energy companies improve their cash flow and can even enhance profits through the reuse of waste heat.
Boasting A 12% Return On Equity, Is Grandblue Environment Co., Ltd. (SHSE:600323) A Top Quality Stock?
Cinda Securities: With the implementation of debt resolution policies, high-quality Operation Assets in the Eco-friendly Concept Sector may experience a dual repair in performance and valuation.
If this round of debt-for-equity swaps can solve the problem of local government arrears, the existing Assets in the Eco-friendly Concept Sector are expected to see a valuation recovery.
The Total Return for Grandblue Environment (SHSE:600323) Investors Has Risen Faster Than Earnings Growth Over the Last Year
Is Grandblue Environment (SHSE:600323) A Risky Investment?
Grandblue Environment (600323.SH): has received approximately 0.44 billion yuan in repayment of existing accounts receivable.
Granolu 4th December grandblue environment (600323.SH) announced that, with the support of the relevant government, from the beginning of the fourth quarter of 2024 to the date of this announcement, it has received approximately 0.44 billion yuan in repayments of outstanding accounts receivable. The company will continue to maintain communication with the relevant government and strive to resolve another 1-1.5 billion yuan of outstanding accounts receivable within 2024.