The ecological environment monitoring plan for the 14th five year plan issued by the Ministry of ecological environment recently stipulates that enterprises in key industries such as thermal power, iron and steel, oil and gas mining, coal mining and waste treatment will be organized to carry out pilot monitoring of greenhouse gas emissions such as carbon dioxide and methane, so as to promote the development of carbon emission measurement technology and the improvement of informatization level.
Guotai Junan Securities Co.Ltd(601211) believes that compared with the market scale of more than 10 billion in water treatment and flue gas treatment industry, environmental monitoring belongs to a typical small segment. Although a single segment has small market space and short demand release cycle, emerging monitoring needs continue to appear, and sustainable expansion can be realized through extensive development strategy. The mode of “extensive acquisition + continuous R & D” will become the key for local enterprises to build their core competitiveness. Most of China’s leading environmental monitoring equipment companies have a more comprehensive product line and business layout, with more R & D investment, laying the foundation for entering other relevant market segments. It is believed that at present, the leader of environmental monitoring equipment is accelerating the horizontal merger and expansion, and cutting into other high-profile tracks will bring opportunities for valuation and performance double-click.
Referring to the development history of overseas scientific service giant Thermo Fisher technology, it is believed that at present, China environmental monitoring equipment company is also entering a period of rapid horizontal M & A and expansion. In addition to the original environmental monitoring equipment business, China is accelerating the expansion of emerging segments such as life science instruments and laboratory high-end instruments, Expand the high boom track business and usher in investment opportunities with double-click performance and valuation. Recommend the environmental monitoring industry, and Focused Photonics (Hangzhou) Inc(300203) , Hebei Sailhero Environmental Protection High-Tech Co.Ltd(300137) , Beijing Sdl Technology Co.Ltd(002658) , Ningbo Ligong Environment And Energy Technology Co.Ltd(002322) , Jiangsu Skyray Instrument Co.Ltd(300165) , Lihe Technology (Hunan) Co.Ltd(300800) , Anhui Landun Photoelectron Co.Ltd(300862) , Guangzhou Hexin Instrument Co.Ltd(688622) are the beneficiary targets.
