Lates News

CITIC Securities research report indicates that the income decline of the waste incineration power generation industry in the first half of 2025 has narrowed, and performance is stabilizing and rebounding. Both the operational and non-operational sides are showing a trend of continuous improvement. From the data of green electricity companies such as solar power, it can be seen that the subsidy funds for renewable energy in January-August 2025 have reached a peak since 2020. It is speculated that the persistent problem of mismatch between profit and cash flow of waste-to-energy companies may be solved, and undervalued waste-to-energy companies are expected to be revaluated. The industry dividend signal has turned positive in the first half of 2025, and the industry's return on investment is increasing, which is worth looking forward to.