Environmental protection is expected to be two sessions of "strong voice" to play a good "three major battles"

China Coatings Network
News: Minister of Environmental Protection Chen Jining said at a media symposium on March 1, the Ministry of Environmental Protection will focus on the implementation of the new Environmental Protection Law, carefully prepared environmental protection "13th Five-Year Plan" and other work.
industry believe that in recent years, the national two meetings, environmental protection is the focus of the topic. 2015 is the year to complete the "12th Five-Year Plan" environmental protection planning objectives, in the economic development focus on quality and efficiency of the new normal, environmental protection topics will become the "strong voice" of this year's two sessions, water pollution prevention and control, soil pollution prevention and control and many other policies are expected to be introduced. Investment opportunities are also expected in the environmental sector of the capital market.
Chen Jining said that the current and future period mainly do a few things. First, we will make every effort to implement the new Environmental Protection Law. Second, carefully prepare the environmental protection "13th Five-Year Plan." The main idea of the "13th Five-Year Plan" environmental protection plan will be to firmly twist and improve the environmental quality of this core, the implementation of quality and total double control, strengthen and improve the construction of environmental monitoring system, scientific decision-making, systematic pollution control, zoning classification, classification sub-items, fine management, precision force. The focus should be on the prevention and control of air, water and soil pollution, and efforts should be made to improve legislative enforcement, government due diligence, reform environmental governance, improve social co-governance and strengthen the market mechanism. Third, further deepen environmental reform. Based on the carrying capacity of resources and environment, we should make great efforts to promote the coordinated development of environmental protection and economy and society, improve the ecological level of management system in economic and social fields, and promote the development of green low-carbon cycle. To optimize the integration of ecological environmental protection functions and reasonable division of rights as a breakthrough, focus on the overall supervision of environmental protection, ecological protection and pollution prevention, international and domestic environmental issues, and comprehensively enhance the unity, authority, efficiency and enforcement of ecological environmental protection management system; Efforts should be made to straighten out the relationship between the government and the market, the state and the society, and to form an eco-environmental governance system dominated by the government, stimulated by the market and mobilized by the society. Fourth, increase the intensity of information disclosure. Fifth, continuous improvement of work style.
According to the deployment of the National Environmental Protection Work Conference, the Ministry of Environmental Protection will focus on the three major campaigns of air, water and soil pollution prevention and control in 2015, implement the "Ten Articles of the Atmosphere" in depth, fully implement the "Ten Articles of Water", continue to promote the formulation and implementation of the "Ten Articles of The Earth", firmly grasp the two priorities of agricultural land and construction land, put forward measures for protection, prohibition, restriction and control, and make urgent efforts to formulate laws and regulations on soil pollution prevention and control, and continue to promote pollution control and repair projects. Compared with 2014, the national chemical oxygen demand and ammonia nitrogen emissions decreased by 2%, sulfur dioxide emissions decreased by 3%, and nitrogen oxide emissions decreased by 5%. The Ministry of Environmental Protection will also study and propose the reform plan of the "13th Five-Year Plan" total control system.
addition, the construction of ecological and environmental protection projects will be speeded up. According to media reports, in the 2015 government work report of 32 provinces and autonomous regions, 15 provinces and autonomous regions, including Heilongjiang, Hebei, Jiangxi, Guangxi and Guizhou, have included the PPP model in their 2015 key development projects, some of which involve environmental protection and ecological restoration and other environmental market areas. In the prevention and control of air pollution, water and soil comprehensive management and other areas focused on the introduction of strong measures, the relevant ecological protection mechanism is gradually established. Hebei, Tianjin, Shaanxi, Jiangsu, Anhui and other places have begun to deploy air pollution prevention and control related work.
believe that in the future economic restructuring, the development of ecological and environmental protection industry space is huge, the industry will remain up for a long time, the capital market related sectors will be sought after by investors.
Changjiang Securities analysts believe that during this year's two sessions, in addition to haze, water pollution control and soil management will also be concerned. "Water ten" landed in that, sewage treatment after drainage standards in that, desulfurization substandard units into the transformation peak and soil restoration standards are being formulated and other factors, all from different aspects constitute market investment opportunities.
research report, environmental protection will become the "13th Five-Year Plan" under the theme of the most defined, scope and the greatest degree of funding capacity of the theme. After the two meetings, the policy side will officially open the "13th Five-Year" five-year round of environmental protection investment curtain. Its recommendations, do more environmental protection preferred soil management direction, and pay attention to the atmosphere, water and solid waste areas of leading enterprises.
Guangfa Securities believes that during the 13th Five-Year Plan period and even longer, environmental investment will maintain rapid growth. Renewable resources industry expansion policy, market space is expected to double growth; In the field of industrial pollution control, with the implementation of sewage permits, supervision and other policies, micro-level demand is accelerating the release; Clean coal sector, clean and efficient use of coal policy, local projects have been launched. In addition, in the environmental protection industry into the "long-term supervision and operation" mode, from the source of pollution emissions to the environmental terminal entrance, sewage data, carbon emissions and other environmental protection big data will be gradually complete and accurate, intelligent environmental protection with rapid expansion of space and feasibility, while providing the necessary conditions for later environmental financialization. Such as monitoring-based urban wisdom and environmental protection, emissions rights, carbon emissions of financial transactions, etc. or become a possible theme of investment opportunities.
There are also industry insiders remind that the theme of environmental protection stocks is greater than growth attributes, environmental protection in the industrial level shows regional market dispersion, low technical barriers and so on, environmental protection needs with regional differences show a large regional personalization, most of the performance of environmental protection stocks are more pulsed changes. Investment in environmental protection stocks needs to grasp the upper and lower limits of valuation fluctuations and earn a phased profit.
In addition, in addition to the environmental protection sector, a number of brokerage research reports on this year's two sessions may involve areas are also optimistic, and think that in the context of restructuring, promote reform, the main investment line should be closely related to the "Belt and Road", state-owned enterprise reform, Beijing-Tianjin-Hebei integration and other major national strategies, focusing on infrastructure, military, new energy and other sectors.