In early trading today, environmental protection stocks rose collectively, and the sector rose by more than 4%.
In the sector, there are 2 connected boards for individual stocks in real estate detection, Qingdao Greensum Ecology Co.Ltd(300948) , Bceg Environmental Remediation Co.Ltd(300958) , Yuancheng Environment Co.Ltd(603388) , Tus Environmental Science And Technology Development Co.Ltd(000826) successfully closed the board, Zhejiang Zone-King Environmental Sci&Tech Co.Ltd(688701) , Yonker Environmental Protection Co.Ltd(300187) , etc.
On the news side, the State Council issued a notice on carrying out the third national soil survey. The survey objects are the soil of cultivated land, garden land, forest land, grassland and some unused land. The general survey includes soil properties, types, site conditions, utilization status, etc.
policy documents appear frequently. Behind steady growth, environmental protection has become an important field
Recently, in order to accelerate the construction of urban environmental infrastructure, improve the modernization level of infrastructure, and promote the construction of ecological civilization and green development, the national development and Reform Commission, the Ministry of ecological environment, the Ministry of housing and urban rural development and the National Health Commission jointly issued the guiding opinions on accelerating the construction of urban environmental infrastructure.
Moderately advance investment and construction, and clarify future development goals. The opinion points out that the overall planning of urban infrastructure and the promotion of supply capacity should be carried out in advance. in terms of sewage treatment, the layout and scale of sewage treatment facilities should be optimized as a whole. Large and medium-sized cities can promote construction according to the principle of moderate advance, and appropriate development space should be reserved for established towns. in terms of domestic waste, the construction of waste incineration treatment facilities will be accelerated in areas with a daily domestic waste removal volume of more than 300 tons in urban built-up areas. At the same time, the “opinions” clearly defined the development objectives of the 14th five year plan and the 15th five year plan.
In addition, the Ministry of industry and information technology issued the implementation plan on accelerating the comprehensive utilization of industrial resources, which made it clear that by 2025, the production intensity of industrial solid waste in key industries such as iron and steel, nonferrous metals and chemical industry will decrease, the comprehensive utilization level of bulk industrial solid waste will be significantly improved, the renewable resources industry will develop continuously and healthily, and the comprehensive utilization efficiency of industrial resources will be significantly improved.
Capital Securities pointed out that under the background of steady growth, infrastructure investment is an important way, and environmental infrastructure investment will also become an important field of steady growth. environmental protection enterprises in the fields of sewage treatment, domestic waste treatment, solid and hazardous waste treatment and recycling will usher in more business opportunities . At the same time, the improvement of the price charging system in the field of environmental protection is expected to further improve the profitability of environmental protection enterprises. Maintain the investment rating of “optimistic” for the industry.
Sinolink Securities Co.Ltd(600109) believes that the performance of the environmental protection sector has been sluggish in the past three years, and the valuation and positions are still low. The introduction of environmental protection REITs provides new equity financing tools. Pollution control operations such as urban sewage and waste treatment, solid and hazardous waste treatment are key industries, is optimistic about enterprises with strong technical advantages and high barriers.
after 40 years! The sector may usher in a wave of market
It is understood that China has carried out two national soil surveys in 1958 and 1979, this soil survey has been more than 40 years since the last one.
China’s total soil exceeding the standard rate is high, and the remediation market space is large. In terms of classification, the potential market for cultivated land restoration is 5.9 trillion, and the sum of site restoration and mine restoration is about 1 trillion; In terms of distribution, the soil pollution in the south is more serious than that in the north, the problems in the Yangtze River Delta and the Pearl River Delta are more prominent, and the excessive range of soil heavy metals in the southwest and Central South regions is large.
From the perspective of industry structure, enterprises have entered the market rapidly in recent five years, mainly small and medium-sized enterprises. At the same time, in recent years, state-owned assets represented by large central enterprises and provincial environmental protection groups have accelerated their entry into the industry; In addition, with the increasingly standardized soil environmental management, local urban construction groups have also accelerated the layout of soil remediation; Therefore, the overall concentration of the industry is low, but at present, only a few enterprises can undertake large-scale and complex restoration projects, and at the same time, they are in a relatively monopoly pattern.
emergency response of A-share company: qualified to participate in the census
In addition to environmental protection, for the State Council’s soil survey notice, those enterprises that are “ready” will undoubtedly give priority to benefit. On today’s interactive platform, companies have responded urgently and are qualified to participate in the census.
Shandong Huapeng Glass Co.Ltd(603021) said on the interactive platform that the subsidiary Tianyuan information actively participated in the third round of national soil survey business, and the land surveying and mapping business of Piesat Information Technology Co.Ltd(688066) belongs to the same kind of business. It has cooperation and competition with Piesat Information Technology Co.Ltd(688066) .
Pony Testing International Group Co.Ltd(300887) said on the interactive platform that Pony Testing International Group Co.Ltd(300887) as a well-known third-party large comprehensive inspection and Certification Group in China, it has a nearby service layout of networked laboratories across the country. A total of 21 laboratories of puni group and its subsidiaries have been successfully shortlisted in the list of cultivated land quality standardization laboratories of the Ministry of agriculture and rural areas. The company has participated in the first two national soil surveys and is qualified to participate in the third soil survey.
