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Why is the environmental protection sector suddenly so fierce?

Why is the environmental protection sector suddenly so fierce?

  A series of intensive good news and policies have ignited the enthusiasm of capital for the environmental protection sector and ushered in the “carnival” of the environmental protection secondary market. What's more, after the "cold winter" of 2018, the overall net value of the environmental protection sector has basically been at the bottom of the past five years, with a high margin of safety, and the valuation advantage list is outstanding, it is difficult to be ignored by capital.

  618 shopping spree has just passed, the stock market has set off a wave of environmental protection. On June 19th, the environmental protection sector sprang up, and many stocks, such as environmental protection, Shanghai environment, and green power, went up; on June 20, the plate took off again, Tianxiang Environment, Xingyuan Environment, Strait Environmental Protection, Green Power, Weil, Hui City Environmental Protection, Yongqing Environmental Protection, Shanghai Environment, Zhongyuan Environmental Protection, Zhongshui Huaneng, Tiehan Ecology and other daily limit.

  From the June 20th disk, although the three major stock indexes opened slightly lower, but then began to fluctuate and climbed, the Shanghai Composite Index rose nearly 3% to hit the 3000 mark. At the close, most of the two cities strengthened, environmental protection, Brokerage, insurance, brewing, banking and other sectors were among the top gainers.

  Many people are wondering how the environmental protection sector that has been “low-key” for five years has suddenly erupted. China’s environmental protection industry is a policy-supporting industry, so the outbreak of the environmental protection sector at this stage can basically be determined to be related to policy. What are the movements behind this outbreak? Let's come together.

  On June 5, the National Standing Committee passed the amendment to the Law on the Prevention and Control of Environmental Pollution by Solid Waste, and the waste classification will be introduced into the law for the first time. On June 6, the Ministry of Housing and Urban-Rural Development and other 9 departments jointly issued the "Notice on the Comprehensive Implementation of Domestic Waste Classification in Cities at the National Level and Above", clarifying that by 2020, 46 key cities will basically complete the domestic waste sorting and treatment system, to 2025. In the year, cities and prefecture-level cities and above have basically completed the classification system for domestic garbage.

  On June 17, the General Office of the CPC Central Committee and the General Office of the State Council issued the "Regulations on the Supervision of the Central Ecological Environment Protection". This is also the first time that the Central Office and the State Council have comprehensively and systematically stipulated the central environmental protection supervision work, covering all aspects, to the inspection object and content, to the inspection procedures, authority and supervision discipline and responsibility, marking the comprehensiveness of the central ecological environmental protection inspector. Stepping into the rule of law.

  The "Shanghai Municipal Solid Waste Management Regulations", which is known as the "most stringent" waste sorting regulation, will be officially implemented on July 1, which means that Shanghai has officially entered the era of "classified law". Shenzhen City also released news, will vigorously promote the "centralized classification + regular fixed-point supervision" residential garbage classification model.

  The capital Beijing can not be backward. On June 19th, the news of the "Beijing Domestic Waste Management Regulations" has been included in the 2018-2020 legislative plan. The relevant person in charge disclosed that "Shanghai has clearly stipulated that the maximum amount of mixed garbage should be 200. If the yuan is fine, Beijing will not be lower than this number."

  A series of intensive good news and policies have ignited the enthusiasm of capital for the environmental protection sector and ushered in the “carnival” of the environmental protection secondary market. What's more, after the "cold winter" of 2018, the overall net value of the environmental protection sector has basically been at the bottom of the past five years, with a high margin of safety, and the valuation advantage list is outstanding, it is difficult to be ignored by capital.

  In the current hottest garbage sorting market, if the "Shanghai model" is fully promoted, according to the forecast of the analysts, it will drive a market scale of nearly 200 billion yuan. If the population of 500 million people in the city is popularized, the operational, equipment and processing requirements for waste sorting can exceed 30 billion, 54 billion, and about 110 billion yuan of wet waste investment.

  Once the waste sorting system is perfected, the entire solid waste industry chain will undoubtedly benefit greatly. Another analysis believes that the space for new equipment purchase and installation in the field of sanitation transport, kitchen waste disposal and waste incineration in the waste sorting industry chain is about 160 billion yuan. The upstream sanitation equipment manufacturer Longma sanitation, waste transfer and disposal of the Shanghai environment, indigo environment, wet waste disposal enterprise Welly, renewable resources recycling faucet and other targets are worthy of attention.

  In the blink of an eye, we will enter the second half of 2019. Where is the biggest investment opportunity? 1 Garbage classification. Companies with a kitchen waste disposal industry chain model are the first to benefit, and companies with segmentation or state-owned assets have financing advantages and are able to maintain high risk appetite. 2 Environmental restoration and industrial environmental protection. On the one hand, the industrial upgrading under the supply-side structural reforms, on the other hand, the speed of environmental protection projects in the first half of the year accelerated. 3 Recycling resources are recycled. After garbage collection, the field of 100 billion output value renewable resources will be standardized and systematically developed, and the market scale will be quite large.

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