Key investment points:
Environmental protection perspective: printing and distributing the EIA work plan of the 14th five year plan
The Ministry of ecology and environment issued the implementation plan for environmental impact assessment and pollutant discharge permit in the 14th five year plan. 1) During the 14th Five Year Plan period, we will work together to promote the “release, management and service” and continue to deepen reform. The plan points out the key direction of further deepening reform during the 14th Five Year Plan period. ① Optimize the management of the whole chain. Improve and improve the management system covering zoning control of ecological environment, planning EIA, project EIA and pollutant discharge permit, clarify the functional positioning, responsibility boundary and connection relationship, and avoid repeated evaluation; ② Fair supervision of the whole process. Strengthen the daily business supervision, implement the supervision action plan, regularly carry out the review and random inspection of environmental assessment documents, and promote credit management; ③ Improve the service in an all-round way. Innovatively promote and optimize the business environment, promote the standardization of government services, and realize the “inter provincial office” of pollutant discharge permits. Deepen remote technology assessment services and solve the practical difficulties of small and micro enterprises and grass-roots units. 2) Strengthen the source prevention system and explore the environmental impact assessment of greenhouse gas emissions. Environmental impact assessment and pollutant discharge permit are the access mechanism of the project and the first line of defense for ecosystem protection. During the 14th Five Year Plan period, the Ministry of ecology will ① strengthen the prevention and control of ecological environment sources in regions targeted by major national strategies, and encourage relevant localities to formulate more targeted environmental access requirements according to local conditions; ② Standardize the EIA management of emerging industries such as new energy and new materials. ② Strengthen the source prevention and control of the ecological environment of the “two high” projects. Improve the EIA management level of ports, airports and other infrastructure construction industries. ③ Promote the planning and environmental assessment of provincial mineral resources, large coal mining areas, comprehensive river basin planning, water conservancy and hydropower and other key areas; Explore the environmental impact assessment of greenhouse gas emissions, and do a good job in the prevention and resolution of environmental and social risks of new projects. , ɛ.
Specialized and new viewpoint: the Ministry of industry and information technology plans to start the cultivation and identification of the fourth batch of “little giant” enterprises, with a number of about 3000
The Ministry of industry and information technology plans to start the cultivation and identification of the fourth batch of “little giant” enterprises around May, further strengthen the gradient cultivation, prepare to cultivate about 3000 “little giant” enterprises, drive the cultivation of about 50000 provincial specialized and special new small and medium-sized enterprises, and jointly support the high-quality development of a batch of “little giant” enterprises with the Ministry of finance. Guiding small and medium-sized enterprises to take the development path of “specialization and innovation” is a strategic measure to promote the high-quality development of small and medium-sized enterprises and consolidate and expand the foundation of the real economy. 1) The cultivation of national specialized and new “little giant” has reached its peak. From 2019 to 2021, 248, 1744 and 2930 new “little giant” enterprises specializing in special innovation were added respectively; It is planned to cultivate another 3000 or so this year, the highest number in recent years. The Ministry of industry and information technology plans to cultivate 10000 specialized and special new “little giant” enterprises during the 14th Five Year Plan period, and the cultivation action has entered the peak period. 2) Promote the financing development of large and medium-sized enterprises and create a number of small and medium-sized enterprises with outstanding supporting capacity. The Ministry of industry and information technology will launch the implementation of “joint action” with relevant departments to promote the financing and innovation of large, medium and small enterprises; Encourage and guide leading enterprises to open up innovative resources such as technology, market, standards and talents to small and medium-sized enterprises, create a number of typical financing modes for large and medium-sized enterprises, and stimulate the emergence of a number of specialized, special and new small and medium-sized enterprises with outstanding coordination and supporting capabilities. 3) Support small and medium-sized enterprises to accelerate digital transformation. The Ministry of industry and information technology will strengthen policy guidance and experience promotion, summarize a number of mature modes and paths of digital transformation, release the evaluation standards and models of digital transformation of small and medium-sized enterprises and the guidelines for digital transformation of small and medium-sized enterprises, and formulate the road map of digital transformation of small and medium-sized enterprises in key subdivided industries and fields. It is suggested to pay attention to: Beijing Labtech Instruments Co.Ltd(688056) , Guangzhou Hexin Instrument Co.Ltd(688622) , Puyuan Jingdian, Shenzhen Keanda Electronic Technology Corp.Ltd(002972) , Beijing Tianyishangjia New Material Corp.Ltd(688033) , Jiangsu Asia-Pacific Light Alloy Technology Co.Ltd(002540) , Changzhou Tenglong Auto Parts Co.Ltd(603158) , Aecc Aero-Engine Control Co.Ltd(000738) , etc.
The overall investment demand of the track is lower than the average value of the industry in recent one year, and the overall evaluation of the environmental protection industry can be improved; The urgent need to cultivate “specialized and special new” enterprises and strong policy support are conducive to the rapid development of enterprises in the industry. Based on this, we give the “recommended” rating to the environmental protection & specialized and special new industry.
Suggestions for attention this week: Pony Testing International Group Co.Ltd(300887) (buy), Gcl Energy Technology Co.Ltd(002015) (buy), Shenzhen Yanmade Technology Inc(688312) , Guangdong Huatie Tongda High-Speed Railway Equipment Corporation(000976)
Risk warning: the progress of policy implementation is less than expected; The order growth rate of listed companies was lower than expected; Changes in tax preference system; The progress of M & A is less than expected; Repeated impact of the epidemic; Focus on the company’s performance less than expected.
