The Ministry of ecology and environment disclosed that the 14th five year plan for environmental protection has been listed as a national key special plan and is being made public to the public according to procedures. At the same time, enterprises supporting desulfurization and denitration, carbon capture and other projects enjoy income tax preferences.
the Ministry of ecological environment supports desulfurization and denitration enterprises to enjoy tax preference
At the regular press conference of the Ministry of ecology and environment in February, sun Shouliang, director of the comprehensive Department of the Ministry of ecology and environment, said that this year, the Ministry of ecology and environment will further deepen the reform of "release, management and service", support enterprises carrying out projects such as desulfurization, denitration and dust removal, carbon capture, utilization and storage to enjoy income tax preference, and carry out pilot Climate Investment and financing.
Sun Shouliang revealed that the "14th five year plan" for ecological and environmental protection was listed as a national key special plan. The preparation of the plan is specifically led and undertaken by the Ministry of ecological environment. At present, all links have been successfully completed, and the planning text is being made public to the public according to procedures.
The plan puts forward four indicators: environmental governance, response to climate change, environmental risk prevention and control and ecological protection. The "14th five year plan" for ecological and environmental protection has deployed 12 key tasks, covering various elements and links, reflecting operable and implementable requirements. The planning follows five insistences and highlights the highlights and innovations in six aspects.
Sun Shouliang also said that in addition, various special plans in the field of ecological environment and the action plans for each landmark battle of pollution prevention and control have been basically completed simultaneously and are being introduced one after another.
environmental protection is expected to become the key direction of investment
In November 2021, the CPC Central Committee and the State Council issued the opinions on deepening the battle of pollution prevention and control (hereinafter referred to as the opinions). The opinions specify that by 2025, the ecological environment will continue to improve, the total discharge of major pollutants will continue to decline, the heavily polluted weather and urban black and smelly water bodies will be basically eliminated, the risk of soil pollution will be effectively controlled, and the treatment capacity of solid waste and new pollutants will be significantly enhanced.
This year, Chongqing, Anhui, Liaoning, Hebei, Jilin, Tianjin and other provinces and cities have also successively released the "14th five year plan" for the ecological environment. Changjiang Securities Company Limited(000783) the research report mentioned that from the work reports of provincial governments, taking "carbon", "hydrogen", "emission reduction", "green" and "environment" as the key words, the total frequency of reports of provincial (regional and municipal) governments this year increased by 109.7%, 26.1%, 15.0%, 7.7% and 3.6% respectively compared with 2020, reflecting that environmental protection is still the focus of local governments.
In 2022, China's "double carbon" will gradually change from the planning stage to the formal implementation stage, superimposing the policy expectation of "stable growth" during the 14th Five Year Plan period, Gf Securities Co.Ltd(000776) said that the "new infrastructure" focusing on environmental protection and green power is expected to become the key direction of investment, and the relevant demand may continue to be released.
the atmospheric governance sector generally fell
According to the statistics of securities times · databao, there are more than 100 environmental protection concept stocks in a shares, including nearly 20 companies involved in atmospheric governance or desulfurization and denitration business. From the perspective of specific companies, Spic Yuanda Environmental-Protection Co.Ltd(600292) mainly focuses on the general contracting of desulfurization, denitration and dust removal projects and the franchise of desulfurization and denitration. The desulfurization and denitration business of the company accounts for more than 50% of the revenue; Fujian Longking Co.Ltd(600388) focuses on the field of air pollution control, and the desulfurization and denitration business accounts for more than 20% of the revenue in the first half of the year; Cecep Environmental Protection Equipment Co.Ltd(300140) deeply cultivate the field of traditional thermal power and cement flue gas treatment, and energy-saving and environmental protection equipment accounted for more than 50% of the revenue in the first half of the year.
In terms of performance, Beijing Sanju Environmental Protection & New Materials Co.Ltd(300072) , Yonker Environmental Protection Co.Ltd(300187) , Spic Yuanda Environmental-Protection Co.Ltd(600292) and other lower limits of net profit pre increase last year exceeded 100%, and Xiamen Zhongchuang Environmental Technology Co.Ltd(300056) , Jiangsu Skyray Instrument Co.Ltd(300165) and other losses in 2021.
According to the statistics of data treasure, since this year, the A-share market has performed poorly. The environmental protection index has fallen by more than 5% this year. The performance of atmospheric control stocks is also poor. Concept stocks have generally fallen. Only Zhejiang Tuna Environmental Science & Technology Co.Ltd(603177) has increased by more than 10% this year, and Shenzhen Sunrise New Energy Co.Ltd(002256) , Jiangsu Skyray Instrument Co.Ltd(300165) , Spic Yuanda Environmental-Protection Co.Ltd(600292) have all fallen by more than 15%.
