The policy favors the frequency of energy-saving and environmental protection industries

The energy-saving and environmental protection industry is the first of China's seven strategic emerging industries. Current policies are favorable and frequently introduced, and the industry is facing unprecedented market opportunities. The analysis pointed out that various indications indicate that the energy conservation and environmental protection section is currently in the best "policy dividend" period in history. Along with the introduction of a series of policies, energy conservation and environmental protection will usher in a new era of market development, and investment opportunities among them are worthwhile. Excavation.

The favorable policies frequently promulgate energy-saving and environmental protection industries as the first of China's seven strategic emerging industries, and policies are favored frequently. Since the second half of last year, policies on supporting the development of energy-saving and environmental protection industries have been continuously introduced. The "Decision of the State Council on Accelerating the Cultivation and Development of Strategic Emerging Industries" issued in September last year not only explicitly proposed that energy conservation and environmental protection industries should be supported as one of the seven strategic emerging industries, but also emphasized the development and promotion of highly efficient energy-saving technologies and equipment. Products, demonstrations and promotion of advanced environmental protection technology equipment and products. Later, the State Council released the "Energy-saving and Environmental Protection Industry Development Plan", again emphasizing the importance of energy-saving and environmental protection industries.

Since the beginning of this year, the policies for the development of energy-saving and environmental protection industries have been further strengthened. At the National Environmental Protection Working Conference held in January this year, Minister of Environmental Protection Zhou Shengxian stated that he will complete and publish the “Twelfth Five-Year Plan” environmental protection plan based on the implementation of the “Eleventh Five-Year Plan” environmental protection plan.

In the outline of the "Twelfth Five-Year Plan" released in March, the energy-saving and environmental protection industry was once again defined as one of the seven strategic emerging industries. The "Planning Outline" emphasizes that the next five years will focus on the development of key technologies, equipment, products and services for energy-efficient, advanced environmental protection, and resource recycling, and will give financial, tax, and financial support.

The “12th Five-Year Plan for Comprehensive Energy Conservation and Emission Reduction” announced at the beginning of this month proposes that by 2015, the added value of the service industry and strategic emerging industries accounted for 47% and 8% of the GDP, respectively. The focus will be on supporting energy-saving equipment technologies and the development of enterprises in the field of environmental protection.

CITIC Securities believes that whether it is related to the introduction of support policies or the implementation of local projects, the second half of the year is expected to significantly increase compared to the first half, it is recommended to continue to focus on the energy conservation and environmental protection industry revitalization plan, the seventh national environmental protection conference, thermal power plant atmosphere Pollutant discharge standards, etc.

At the end of the year, the "Assembly"

The 7th National Environmental Protection Conference that was scheduled to be held earlier this month was postponed to December for some reason. However, the industry still has high expectations for the country's supportive policies.

Brokerage analysts pointed out in an interview with the “Invest Express” reporter that as the highest-level environmental protection meeting at the national level, before and after the environmental protection conference, “the key points of the “12th Five-Year Plan” for environmental protection planning” and “the development plan for energy-saving and environmental protection industries” A series of policies will be introduced soon, and these policies are expected to provide better policies and more financial support for the development of the environmental protection industry.

"Every indication shows that the energy conservation and environmental protection sector is currently in the best 'policy dividend' period in history. Along with the introduction of a series of policies, energy conservation and environmental protection will open up a new era of great market development. The investment opportunities among them are worth exploring." The analyst said.

CICC pointed out that the convening of the environmental protection conference will promote the introduction of various environmental protection policies in the 12th Five-Year Plan. It is expected that the follow-up support for denitrification and price increase, and the continuous determination of annual emission reduction targets by local governments will become catalysts for industry valuation and performance improvement, and they are optimistic about the advantages of related fields. The company's ability to continue to grow.

"Energy-saving and environmental protection as a guarantee for sustainable development has become China's long-term basic national policy. At present, energy conservation and environmental protection are in the early stages of development and will continue to benefit from national policies, with definite demands and good development prospects." Guo Jian Securities analyst Chen Jian pointed out.

Chen Long, an analyst at Minsheng Securities, said that the frequent energy-saving and environmental protection policies, the strictness of mandatory standards, and the supportive policies have shown that energy conservation and environmental protection are highly valued. With the further clarification of government policies, such as the release of key drivers such as the “Twelfth Five-Year Plan” for environmental protection at the end of the year, it will mark the energy-saving and environmental protection industry’s “assembly number”.