"Water ten" is about to come out of the many shares to share the two trillion over-expectation feast
According to media reports, the much-anticipated "Action Plan for the Prevention and Control of Water Pollution" (hereinafter referred to as "water ten") is about to be released, and some experts involved in the preparation of "water ten" revealed that "water ten" has passed the State Council's consideration, and is expected to be officially launched within a month.
According to media reports, the much-anticipated "Action Plan for the Prevention and Control of Water Pollution" (hereinafter referred to as "Water Ten") is released soon, and experts involved in the preparation of the "Water Ten" have revealed that the "Water Ten" has been through the State Council deliberations, and is expected to be formally released within months.
It is reported that the "water ten" will implement the most stringent source protection and ecological restoration system, mainly including six aspects: comprehensive control of pollutant emissions; special rectification of paper, printing and dyeing, chemical industry and other key industries; accelerate the water price reform, improve the sewage fee, sewage and water resource fees and other fee policies; improve the tax policy; increase the government and social investment in water resources; and improve the water quality and environmental protection. Taxation policy; increase government and social investment, promote diversified investment.
Some institutions are expected to be released "water ten" or will exceed market expectations, water governance investment will reach 2 trillion, sewage treatment plate ushered in long-term investment value. Minsheng Securities pointed out that, following the "atmosphere ten", the State Council has considered "water ten", is expected to be released in the near future. Industry experts said: "water ten" standard is very strict, or will exceed market expectations. "Water 10" especially emphasizes the mandatory measures for enterprises to consciously comply with the law, while focusing on the application of market-based mechanisms for water pollution prevention and control, including PPP (public-private partnership); water 10 clear governance goal is to eliminate the inferior five types of water by 2017, this time node earlier than the industry expected in 2020. In addition, the Ministry of Environmental Protection measured this water pollution control investment will reach 2 trillion.
Dongguan Securities believes that the long-awaited "water ten" is expected to be introduced in the near future, is expected to become a policy catalyst for the plate, focusing on the layout of sewage treatment plate stocks. It is recommended to focus on benefiting from industrial wastewater treatment and county and town sewage treatment market expansion, as well as benefiting from municipal wastewater treatment equipment upgrading and transformation of the relevant standard.
Xingrong investment (000598) is a set of sewage treatment, water supply, solid waste business in one of the local state-owned enterprises in Sichuan Province. The company's operation and under construction water supply and drainage scale of more than 5 million tons / day, ranking first in the western region; sludge treatment scale of 400 tons / day, waste leachate treatment scale of 2300 tons / day, waste incineration power generation scale of 2400 tons / day. In addition to Chengdu, the business area has expanded to Lanzhou, Yinchuan, Xi'an, Shenzhen, Hainan and Bazhong. Based on the company's core water supply and drainage industry at the same time, the company is also actively to the garbage leachate, garbage power generation, sludge treatment and other emerging environmental protection fields, and constantly improve the company's water and environmental protection industry investment, construction, operation and service of the integrated competitive ability, to further enrich the company's business structure, to do a better job to the core of environmental protection as a core of the main water industry.
Chongqing Water (601158) main business to Chongqing municipal water supply and drainage and sewage treatment, currently has 1.93 million tons / day water supply capacity and 2.04 million tons / day sewage treatment capacity, profitability is more stable. The company has been involved in the Changshou Chemical Park and West Microelectronics Park industrial wastewater treatment business, has accumulated a certain amount of operational experience. Unlike municipal sewage treatment, industrial sewage treatment has a high technological threshold, for which the company has established a joint venture with SUEZ Environment Group in Chongqing, China and France Water, the future of China and France Water will assume the role of the company's deep industrial sewage treatment market pioneer.
State water (600187) main business covers the water and environmental protection industry chain of municipal water supply, sewage treatment, new towns and cities distributed water supply and drainage integration, high-concentration wastewater treatment, environmental protection equipment and engineering services and other areas. The company has both stable water project construction and operation business, as well as high value-added water treatment equipment and engineering business, is one of the few listed companies in the domestic A-share market with a complete industrial chain of integrated water and environmental protection. Through the merger and acquisition of Sweden Josab and Sichuan Yisitong, the company has built up a leading technology system for rural water supply and drainage, solved the high-cost bottleneck of rural water supply and sewage treatment, and formed the first-mover advantage of the rural water market, and gained a head start in the tens of billions of dollars of space in the rural water "blue ocean" market.