Annual strategy of environmental protection industry in 2022: double carbon vowel deduction, rhythm and Lucheng cycle

Evolution of carbon neutralization logic

Marginal change in China

Policy side: accelerated implementation of 1 + n policy system; Dual control index changed from "energy consumption" to "carbon emission"

Carbon trading: the carbon market is spreading from electricity to high-energy non electricity consumption, and green electricity trading is expected to compete with CCER

Methane emission reduction: China will formulate a national action plan for methane

International trends

Carbon price revaluation: the new deal "carbon reduction 55" is more radical, driving the European carbon price to rise sharply to a new high. The border regulation tax under international trade promotes the global carbon price benchmarking with the EU

The second main line of carbon neutralization: the United States and Europe led many countries to sign commitments and establish a new main line of methane emission reduction

Suggested concern

Marketization of renewable resources & the most economical carbon reduction

\u3000\u30001. Power battery recycling: the peak of power battery decommissioning is coming, and battery recycling meets the long-term and high boom [ Miracle Automation Engineering Co.Ltd(002009) ]

\u3000\u30002. Recycled plastics: reduce carbon of recycled plastics by 50%, and open the resource-based blue ocean market under the dual carbon target [ Shandong Intco Recycling Resources Co.Ltd(688087) , Beijing Sanlian Hope Shin-Gosentechnical Service Co.Ltd(300384) ]

\u3000\u30003. Hazardous waste recycling: hazardous waste recycling is a high-quality tob track, and its manufacturing attributes make it a big industry and company [ Beijing Geoenviron Engineering & Technology Inc(603588) ]

\u3000\u30004. Collaborative disposal of hazardous wastes in Cement Kilns: the industry is expanding rapidly, and the leader with high concentration grabs the first mover advantage [conch environmental protection]

Clean energy

\u3000\u30001. Hydrogen energy: the policy system is gradually clear, the industry is expected to rise, the hydrogen energy market is broad, and the penetration rate is increasing [ Jiangxi Jovo Energy Co.Ltd(605090) , Beijing Sinohytec Co.Ltd(688339) ]

\u3000\u30002. Photovoltaic treatment: the prosperity of photovoltaic industry is rising, and the demand for process pollution treatment equipment is released [ Suzhou Shijing Environmental Technology Co.Ltd(301030) ]

\u3000\u30003. Sanitation Electrification: sanitation new energy has grown 50 times, and ten-year substitution will help achieve the carbon peak in 2030 [ Yutong Heavy Industries Co.Ltd(600817) ]

\u3000\u30004. Waste incineration: the implementation of the national subsidy and rebate & bidding policy, the improvement of the C-end of the business model and the improvement of cash flow [Everbright, Hanlan, Lvdong, etc.]

Methane utilization

\u3000\u30001. Landfill gas power generation: Calculation of CCER benefit sensitivity - landfill gas resource-based emission reduction is prominent, and the elasticity is the largest [ Henan Bccy Environmental Energy Co.Ltd(300614) ]

Water affairs

\u3000\u30001. Direct drinking water: consumption upgrading, direct drinking water industry increased by 20%, and the market space exceeded 400 billion [China water]

Risk tip: the policy promotion is less than expected, the improvement of financing environment is less than expected, the financial expenditure is less than expected, and the industry competition is intensified

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