2. Zhongyuan Environmental Protection (000544): The company's main business is urban sewage treatment and urban central heating. The two main businesses are in line with the national policies of energy conservation, emission reduction and environmental protection, and have good development prospects. The first batch of projects in xinmi city include urban central heating, urban sewage treatment and urban water supply. It is estimated that the total investment of the heating project is 425 million yuan.
3. Blue Star Cleaning (000598): The growth of sewage injection business is expected to accelerate the company's transformation into a leading sewage treatment company in Southwest China. There are 8 sewage plants in Chengdu Drainage Company (about 6.5438+0.3 million cubic meters/day), which are responsible for sewage treatment in the central city of Chengdu, with clear assets. The reorganization is basically completed, and we think the company will shift its focus to improving the growth of sewage business, which will greatly promote the solution of the bottleneck of the pipe network and the expansion of the extension. The probability of increasing sewage treatment capacity to achieve "10%- 15% average annual growth" is expected to exceed expectations in the next two years, reaching about 20%.
4. Zhongshan Public (000685): The company's main business scope is: environmental protection and water affairs as the leader, commercial real estate and equity investment as the two wings. After the company absorbed Zhongshan Public Utilities Group Co., Ltd., the original controlling shareholder of the merged company, it mainly engaged in tap water production and supply, sewage treatment and commercial real estate.