环保行业深度跟踪：蒸汽供热潜力满满聚焦上半年经营改善

广发证券股份有...2025-07-09

建议关注：聚光科技、盈峰环境、海螺创业、创业环保、瀚蓝环境、永兴股份等? 固废企业降本增效进行中，供热/算电一体潜力满满。近期瀚蓝环境发布公众号，公司正在加速对于固废项目蒸汽供热改造，目前已有29 个焚烧项目签订对外供热协议，2024 年对外供热量31.3 万吨，同比增长130.10%，而这个趋势在绿色动力、光大环境、海螺创业等公司上亦在发生。我们认为垃圾焚烧的长期价值不仅在于垃圾处理及电费收益，...

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环保行业深度跟踪：蒸汽供热潜力满满 聚焦上半年经营改善

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环保行业深度跟踪：蒸汽供热潜力满满聚焦上半年经营改善