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Original title: Implementation of the new “Solid Waste Law” attracts attention, and the industry chain leader is expected to continue to benefit 丨 Bull bear eye
On September 8, the environmental protection sector experienced a sharp increase. At the close of this edition,Mongolian grass ecology、Zhongchuang Environmental Protection(Protection of rights),Huicheng Environmental Protection、Central environment(Protection of rights), etc., continued to strengthen.
In the news, the new version of the “Law of the People’s Republic of China for the Prevention and Control of Environmental Pollution by Solid Waste” formally entered into force this month. The new solid waste law has increased the penalties for illegal dumping of solid waste, and has further increased the amount of fines and types of fines. At the same time, it also demands the prevention and control of solid waste pollution to insist on reduction, recycling and safety. Principles and the principle of responsibility of those who pollute in the system was clarified.
China valuesIt is believed that the implementation of the new solid waste law will promote a healthier and healthier development of the domestic solid waste field, and will focus on recommending the general provider of environmental sanitation solutions with the entire industrial chain of sanitation equipment manufacturing and investment in sanitation operations.Longma sanitationandInfore EnvironmentAnd regional leader in waste incineration with a large increase in production capacity.City development environment、Hanlan Environment. In terms of wastewater treatment, we are optimistic about theGuozhen Environmental Protection。
Changjiang ValuesHe said that by insisting on choosing assets with relatively high certainty and growth potential, the environmental protection industry has rigid demand, and under the pressure of economic growth, investment in environmental protection will not relax; the stereotype of the cash flow difference of the environmental protection industry needs to be dispelled; environmental protection industry returns to growth Situation, investment and financing data shows that it has the resistance of upward performance, the valuation is low, the fund’s holdings are low, and it has a profitable setup. We mainly recommend Hanlan environmentally friendly waste incineration,Weiming Environmental ProtectionEtc., sanitation before the environment,TamadaEtc., testsChina test、Radio and television measurementAnd other subsectors; and recommend individual actionsEvergreen Group、Environmental protection Ofo,AttentionHigh energy environment、BishuiyuanWait.
China GalaxySecurities noted that, in the current context, the dual attributes of “new infrastructure” and “remedying deficiencies” of the environmental protection industry are very prominent. The “installation of new infrastructure” represented by the waste sorting industry chain and the “upgrade of old infrastructure” represented by the improvement and transformation of wastewater treatment are in line with the current “national business cycle” and they will be the focus of environmental protection work in the future. .
The new “Solid Waste Law” was officially implemented, prompting renewed market attention to the solid waste industry chain. Compared to the previous version, the new “Solid Waste Law” expands the scope of solid waste management, increases the cost of environmental violations, and is expected to accelerate the release of market space in the industry segment of Solid waste. Additionally, a number of current water-related policies continue to advance, demand for governance remains strong, and the water and water treatment industries are still on a prosperous cycle. Water treatment companies with higher water standards are expected to gain more market share in the future. It is recommended to pay attention to the industry leading solid waste treatment chain with high-quality assets, Yingfeng Environment smart environmental sanitation leading team; the leading Yuhetian Environmental Sanitation Operations Service; the solid waste treatment company Hanlan Environment,Shanghai environment; Leader in the field of hazardous waste treatment, high energy environment; Membrane water treatment tap, clear water source; Guozhen environmental protection, with extensive experience in improving and improving wastewater treatment.
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Editor in charge: Lu Wenyun
