Trillions of industries welcome benefits, and many departments jointly issued guidance to speed up the construction of urban environmental facilities

Guiding opinions on accelerating the construction of urban environmental infrastructure were released.

On February 9, the national development and Reform Commission and other departments issued the guidance on accelerating the construction of urban environmental infrastructure . It is proposed that by 2025, the supply capacity and level of urban environmental infrastructure will be significantly improved, the weaknesses in key areas and key fields will be supplemented, and an environmental infrastructure system integrating sewage, garbage, solid waste, hazardous waste and medical waste treatment and disposal facilities and monitoring and supervision capacity will be built. By 2030, we will basically establish a systematic, efficient, practical, intelligent, green, safe and reliable modern environmental infrastructure system.

Specifically, in terms of sewage treatment and resource utilization, the new sewage treatment capacity is 20 million cubic meters / day, the new and reconstructed sewage collection pipe network is 80000 kilometers, the new, reconstructed and expanded reclaimed water production capacity is no less than 15 million cubic meters / day, the sewage treatment rate of the county is more than 95%, and the resource utilization rate of sewage in water deficient cities at prefecture level and above is more than 25%, The harmless disposal rate of urban sludge reached 90%.

In terms of domestic waste treatment and solid waste treatment, the classified collection and transportation capacity of domestic waste reaches about 700000 tons / day, and the incineration capacity of urban domestic waste reaches about 800000 tons / day. The resource utilization rate of urban domestic waste reaches about 60%, and the incineration capacity of urban domestic waste accounts for about 65% of the harmless treatment capacity. The capacity of solid waste disposal and comprehensive utilization has been significantly improved, the utilization scale has been continuously expanded, and the comprehensive utilization rate of new bulk solid waste has reached 60%.

In recent years, the market space for the development of China’s environmental protection industry has been expanding. In terms of development scale, according to the report on the development of China’s environmental protection industry in 2020 issued by the Ministry of ecology and environment, in 2019, the operating revenue of the national environmental protection industry was about 1.78 trillion yuan, a year-on-year increase of 11.3% , much higher than the economic growth rate in the same period; Among them, the operating revenue of environmental service industry was about 1.12 trillion yuan, a year-on-year increase of 23.2%.

sewage treatment market space continues to grow

In the 2021 government work report, it is proposed to continue to strengthen the treatment of ecological environment, renovate the sewage outlets into rivers and seas and urban black and smelly water bodies, and improve the capacity of urban domestic sewage collection and industrial wastewater treatment in the park.

On the whole, with the rapid development of industry, China’s sewage discharge has increased. At the same time, China’s urban sewage treatment rate has continuously improved. The national urban sewage treatment rate has increased from 91.9% in 2015 to 97.53%. With the support of relevant policies, the demand for sewage resource utilization, black and smelly water treatment, sponge city construction, rural water and other fields is growing rapidly, Drive the continuous expansion of the overall market capacity of the industry.

According to the statistics of securities times · data treasure, there are 48 listed companies mainly engaged in water affairs and water treatment in a shares. Yesterday, 40 shares rose, Tianjin Motimo Membrane Technology Co.Ltd(300334) rose the highest, up 6.17%, and Hynar Water Group Co.Ltd(300961) , Guangxi Bossco Environmental Protection Technology Co.Ltd(300422) , Bgt Group Co.Ltd(300774) rose more than 3%.

In terms of performance, the performance of eight sewage treatment concept stocks is expected to increase by , Beijing Water Business Doctor Co.Ltd(300055) , Tianjin Motimo Membrane Technology Co.Ltd(300334) , Henan Qingshuiyuan Technology Co.Ltd(300437) , Xingyuan Environment Technology Co.Ltd(300266) and the net profit attributable to the parent company is expected to more than double in 2021. Tianjin Motimo Membrane Technology Co.Ltd(300334) the performance forecast shows that the net profit attributable to the parent company is expected to be about 17.7 million yuan to 26.5 million yuan in 2021, turning losses into profits compared with the same period of the previous year. The company has completed the completion acceptance of many projects under construction, such as Guogongzhuang project and Dongjiao sewage treatment plant project, and the overall gross profit of the company has increased compared with the same period of last year.

favorable policies for solid waste treatment occur frequently

In January this year, the general office of Jiangsu provincial government issued the work plan for the construction of “waste free cities” in Jiangsu Province, which proposed to complete the construction task of “waste free cities” in Jiangsu Province by 2025 and build more than four districts and cities into national “waste free cities”. According to the previous work plan for the construction of “waste free cities” during the 14th Five Year Plan period, about 100 prefecture level and above cities will be promoted to carry out the construction of “waste free cities”, and China’s solid waste treatment industry is expected to be fully developed.

In the subdivided fields, with the establishment of the double carbon goal, waste incineration power generation has been gradually accepted by people because of its clean and environmental protection characteristics. The action plan for promoting the development of urban and rural construction in the Yangtze River economic belt during the 14th five year plan mentioned that waste incineration should be comprehensively promoted and waste incineration treatment facilities should be built moderately in advance, so that the waste incineration power generation industry has ushered in a golden period of development. According to the data of the Ministry of housing and urban rural development, by the end of 2020, the harmless treatment capacity of domestic waste incineration in China had reached 567800 tons / day, an increase of 348700 tons or 159.18% over 2015.

According to the statistics of securities times · databao, there are 26 listed companies mainly engaged in solid waste treatment in a shares, Kingland Technology Co.Ltd(000711) rose the limit yesterday, Road Environment Technology Co.Ltd(688156) , China Tianying Inc(000035) , Beijing Geoenviron Engineering & Technology Inc(603588) led the increase. In the long term, some solid waste treatment concept stocks have performed well since the beginning of the year, Kingland Technology Co.Ltd(000711) , Road Environment Technology Co.Ltd(688156) , Wangneng Environment Co.Ltd(002034) have increased by more than 15%, of which Kingland Technology Co.Ltd(000711) has increased by 57.97% since the beginning of the year.

The valuation of solid waste treatment concept stocks is generally low, and the latest rolling P / E ratio of 9 concept stocks is less than 20 times, including Shenwu Energy Saving Co.Ltd(000820) , Chongqing Sanfeng Environment Group Corp.Ltd(601827) , Wangneng Environment Co.Ltd(002034) .

According to the performance forecast of Chongqing Sanfeng Environment Group Corp.Ltd(601827) , the net profit attributable to the parent company is expected to be 1.204-1.299 billion yuan in 2021, with a year-on-year increase of 67.02% to 80.19%. The performance forecast is mainly due to the inclusion of multiple waste incineration power plant projects under the company and some equity participation projects of the company into the list of renewable energy power generation subsidy projects.

sector nuggets

The environmental protection sector has been strongly promoted, and the construction of urban environmental infrastructure is expected to speed up

The guidance on urban environmental protection infrastructure was issued, and relevant industries ushered in “policy dividends”

- Advertisment -