2月11日，中核苏阀科技实业股份有限公司相关负责人表示，公司积极布局氢能产业，聚焦制氢、储 氢、运氢核心环节开展技术攻关，目前已取得阶段性成果，正推进技术成果的批量产业化。 《证券日报》记者梳理发现，近期多家上市公司围绕绿氢生产、氢能储存、装备研发及下游应用等全产 业链环节加快布局，项目覆盖技术攻关、方案设计、示范应用与产业化落地等多个阶段，产业推进节奏 明显加快。 同日，江苏苏盐井神（603299）股份有限公司相关负责人介绍，公司紧抓江苏省及淮安市打造盐穴综合 利用示范基地的政策机遇，加快盐穴多场景开发利用。盐穴储气方面，张兴储气库已顺利完成2025年冬 至2026年春采气任务，累计采气1.1154亿立方米，有效提升区域能源保供与调峰能力；盐穴压缩空气储 能2号机组已实现一次并网成功并满负荷发电；盐穴储氢已完成设计方案；小分子气体储存、二氧化碳 封存等项目稳步推进。同日，瀚蓝环境（600323）股份有限公司相关负责人表示，沼气制氢项目是公司 在氢能领域的探索布局，目前相关业务仍处于培育阶段。 2月10日，圣元环保（300867）股份有限公司相关负责人表示，公司聚焦垃圾气化制氢、固态储氢装置 及氢动力装备研发 ...

证券日报网讯 2月12日，圣元环保在互动平台回答投资者提问时表示，公司已开发并生产出多款"牛磺 酸+"产品，涵盖普通食品、特膳食品及保健食品，"元气小树胶原蛋白双肽饮"在线下专卖店及各电商平 台（天猫圣元树旗舰店、京东元气小树旗舰店、小红书元气小树能量饮料旗舰店、拼多多元气小树食品 保健旗舰店等）均有销售，产品功效等信息详见产品说明书。 （文章来源：证券日报） ...

Core Viewpoint - Shengyuan Environmental Protection is actively expanding its brand presence through a combination of online and offline marketing strategies, achieving significant growth in store openings nationwide [2] Group 1: Marketing Strategies - The company utilizes a media marketing approach that includes "media e-commerce + social media matrix + traditional media" [2] - A brand MIS system and recruitment manual have been launched for offline marketing efforts [2] Group 2: Expansion and Growth - The company has signed contracts and opened over 20 stores across the country to date [2]

Core Viewpoint - The resource recycling business is generating profits earlier than expected, with several companies in this sector reporting significant net profit growth in their 2025 performance forecasts, attracting attention in the capital market [2][16]. Group 1: Performance Overview - Among 97 listed companies in the environmental protection and monitoring sector, only 32 are expected to be profitable, representing about 30%, while 65 are projected to incur losses [3][17]. - Of the profitable companies, only 17 are expected to see year-on-year net profit growth, accounting for less than 20% of the total [3][17]. - Notable companies like GreenMei are forecasting net profits between 1.429 billion and 1.735 billion yuan, with a growth rate of 40% to 70% compared to the previous year [5][18]. Group 2: Sector Dynamics - The resource recycling sector is experiencing a "profit turning point," with a few companies achieving net profit growth primarily through business models focused on resource recycling, precious metal extraction, and high-value waste conversion [5][7]. - The overall environmental industry is under growth pressure, but companies centered on resource recycling are emerging as leaders, demonstrating a clear value creation logic [6][11]. - The shift in the industry from traditional cost-driven environmental management to value-driven resource creation is a fundamental change, marking resource recycling as a core strategic pillar during the 14th Five-Year Plan [7][8]. Group 3: Market Opportunities - There is a significant market gap due to the mismatch between the increasing solid waste generation (over 11 billion tons annually) and the insufficient processing capacity, with a comprehensive utilization rate of only about 60% for industrial solid waste [8]. - Companies that can effectively manage high-value waste and capitalize on rising metal prices are positioned to benefit significantly, transforming from "environmental burdens" to "profit engines" [8][10]. - The establishment of the China Resource Recycling Group as the first state-owned enterprise focused on resource recycling indicates a growing commitment to this sector [14]. Group 4: Future Outlook - The first wave of resource recycling companies is beginning to realize profits, signaling a critical turning point for the environmental industry from cost input to value creation [11][12]. - The upcoming "15th Five-Year Plan" will outline key measures for recycling traditional resources and precious metals, further supporting the profitability of the resource recycling industry [14]. - As competition intensifies, factors such as technological barriers, stability of recycling channels, and cost control will be crucial for sustained profitability in the sector [11].

Core Viewpoint - Shengyuan Environmental (300867) reported stable operations in its main business areas of waste incineration power generation and urban sewage treatment, with continuous optimization in operational quality and profitability, indicating a solid and improving fundamental outlook [1] Group 1: Business Operations - The company’s main business segments, waste incineration power generation and urban sewage treatment, are performing steadily [1] - Operational quality and profitability are continuously improving, reflecting a strong fundamental performance [1] Group 2: New Business Initiatives - The company is actively expanding into the health industry, focusing on taurine raw materials and their derivatives [1] - The taurine raw material project is set to commence production soon, which is expected to cultivate new growth drivers and long-term development momentum for the company [1] - Stakeholders are encouraged to pay attention to the relevant sections in the company's 2025 annual report for further insights [1]

Core Viewpoint - Shengyuan Environmental Protection (300867) is focusing on its main businesses of waste incineration power generation and urban sewage treatment while actively developing a new health industry centered around taurine raw materials and their derivatives [1] Group 1: Business Focus - The company currently operates in waste incineration power generation and urban sewage treatment [1] - The company is also developing a new health industry focused on taurine raw materials and their derivatives [1] Group 2: Future Plans - For the year 2026, the company aims to enhance the refined operational management of existing projects and expedite the production and efficiency of new projects under construction [1] - Specific development goals and work plans for 2026 will be detailed in the company's 2025 annual report [1]

Group 1 - The core point of the article is that Shengyuan Environmental Protection announced on an interactive platform that as of the equity registration date of January 30, 2026, the number of shareholders is 23,214 households [2]

Core Viewpoint - Shengyuan Environmental Protection (300867.SZ) is progressing with its 40,000-ton annual production project for taurine, with the main structure and supporting buildings completed and currently in the equipment installation and decoration phase [1] Group 1: Project Development - The core facilities of the taurine project are being installed rapidly, aiming for an early start of overall project commissioning [1] - The specific production start date will be announced by the company through official channels [1] Group 2: Additional Projects - In addition to the taurine project, the company has completed and put into operation two pilot production lines for derivatives in Xiamen [1] - The company is planning to construct a phase one project for the food and pharmaceutical health industry at the site of the raw material project, which is currently in the preliminary design and "five connections and one leveling" stage [1]

Core Viewpoint - Shengyuan Environmental Protection has confirmed the progress of its 40,000-ton chemical pharmaceutical (food) raw material taurine project, which is currently in the equipment installation and decoration phase, aiming for early overall project commissioning [1] Group 1 - The main structure and supporting buildings of the taurine project have been completed and are now in the installation phase [1] - The company is accelerating the installation of core facilities to ensure timely project development [1] - The specific production start date will be announced by the company in due course [1]

Core Viewpoint - Shengyuan Environmental Protection (300867) is actively preparing for the launch of new products and will schedule production and market release based on project progress and market demand [1] Group 1 - The company is currently engaged in the pre-launch preparations for related new products [1] - Future production and market release will be arranged appropriately according to project progress and market demand [1]