Dynagreen(601330)2024-11-04 07:54Group 1: Accounts Receivable Structure - As of the end of June, approximately 47% of accounts receivable is from waste treatment fees, and about 39% is from national subsidies [1] - About 60% of accounts receivable is aged within one year, and approximately 83% is within two years [1] Group 2: Credit Impairment Losses - Credit impairment losses are primarily related to accounts receivable, with clients including local urban management departments and power grid companies [1] Group 3: Financial Costs and Capacity Utilization - The company is actively negotiating with banks to lower interest rates and reduce financial costs [2] - The overall capacity utilization rate reached 99% in the third quarter based on waste input [2] Group 4: Pricing and Fee Adjustments - The electricity price for projects participating in competitive bidding ranges from 0.5 to 0.6 yuan per kilowatt-hour [2] - The company has mechanisms in place to adjust waste treatment fees based on agreements with local authorities [2] Group 5: Future Business Directions - The company plans to continue seeking acquisitions in the waste incineration power generation sector to strengthen its core business [3] - Capital expenditures have gradually decreased, with approximately 414 million yuan spent in the first three quarters of this year, and further reductions are expected [3]