Green economy welcomes major positive news, many Hunan listed companies respond
2024-08-13
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On August 11, the "Opinions on Accelerating the Comprehensive Green Transformation of Economic and Social Development" (hereinafter referred to as the "Opinions") issued by the Central Committee of the Communist Party of China and the State Council was officially announced to the public. This is the first time that a systematic deployment has been made at the central level to accelerate the comprehensive green transformation of economic and social development.
The "Opinions" put forward quantitative work goals for different fields: by 2030, the scale of the energy-saving and environmental protection industry will reach about 1.5 trillion yuan; the proportion of non-fossil energy consumption will increase to about 25%, and the installed capacity of pumped storage will exceed 120 million kilowatts; the carbon emission intensity of unit turnover of operating vehicles will be reduced by about 9.5% compared with 2020; the annual utilization of bulk solid waste will reach about 4.5 billion tons, and the output rate of major resources will increase by about 45% compared with 2020, etc.
Industry insiders analyzed that the Opinions provide a clear development direction and long-term growth momentum for related industries. It is expected that in the future, as the policies are gradually implemented, investment opportunities in the green economy will become more abundant, and related companies will also usher in better development opportunities.
Many securities firms have also pointed out that the environmental protection industry may take this opportunity to increase its valuation.
Debon Securities pointed out that in the "14th Five-Year Plan", the country has put forward more requirements for environmental quality and green and low-carbon development of industry. Energy conservation, environmental protection and resource recycling are expected to maintain a high level of prosperity. It is recommended to actively seize investment opportunities in the energy conservation, environmental protection and renewable resources sectors.
Galaxy Securities Research Report stated that it is focusing on investment opportunities in two dimensions: low-carbon energy use and energy consumption decarbonization. In terms of low-carbon energy use, clean and efficient use of fossil energy and the transformation of thermal power are expected to usher in a reshaping of valuations; new energy policies are becoming more and more perfect, and the industry has huge room for growth. In terms of energy consumption decarbonization, energy-saving and carbon-reducing products, equipment, and technologies in high-energy-consuming industries have ushered in development opportunities, and the low-carbon attributes of renewable resources have opened up new growth space.
Environmental stocks soar
In fact, on the second day after the release of the "Opinion", A-share environmental protection concept stocks collectively ushered in a carnival.
On August 12, environmental protection concept stocks rose in response, among which environmental protection equipment, environmental governance and other sectors led the rise in A-shares.
As of the closing, Polygate rose more than 22%, Qingyan Environment and Yongqing Environmental Protection hit the "20cm" daily limit, Henghe shares rose more than 16%, and many stocks such as Xuedelong, Yutong Heavy Industry, Shenwu Energy Saving, and Shengjian Technology hit the daily limit.
Xiaoxiang Morning News and Chili Finance reporter noticed that Hunan has many environmental protection concept listed companies, and they all performed well in the secondary market today. Among them, Hunan stock Yongqing Environmental Protection recorded a daily limit, Lihe Technology rose by more than 7%, and Junxin Shares and Sainz followed suit.
In this regard, the person in charge of the above-mentioned company said in an interview that the introduction of the green transformation policy has an impact far beyond the immediate reaction of the secondary market. The policy also provides a broad space for growth for related companies and paves the way for the high-quality development of the environmental protection industry.
Hunan's environmental protection listed companies have great potential
Long Qi, deputy general manager and secretary of the board of directors of Yongqing Environmental Protection Co., Ltd., said in an interview with Xiaoxiang Morning News and Chili Finance reporter: "The implementation of a series of target policies proposed in the Opinions will help promote the transformation of the green economy and promote the development of the economy towards greening and low-carbonization. From the perspective of development goals, by 2030, the scale of the energy-saving and environmental protection industry will reach about 15 trillion yuan, and the proportion of non-fossil energy consumption will increase to about 25%. This provides a major opportunity for the development of new energy and energy-saving and environmental protection industries."
According to reports, Yongqing Environmental Protection, as a high-tech enterprise engaged in environmental protection and energy industries for more than 20 years, has expanded its business in domestic and foreign markets, deepened its technological innovation, and integrated ecological industries by relying on its advantages in pollution reduction and carbon reduction technology formed over the years. It has now developed from a leader in the traditional environmental protection business field to an environmental protection energy that integrates new energy design, investment, construction, operation and dual-carbon comprehensive services. With the strategy of "new energy high-quality asset operator, pollution reduction and carbon reduction technology innovator", the company has invested in and operated multiple photovoltaic projects at home and abroad, wholly owned two waste incineration power generation projects in Hengyang and Xinyu, and participated in the largest waste incineration power generation project in the country that was built and put into operation at one time-Changsha Municipal Domestic Waste Incineration Power Plant, which is in good operating condition. On the basis of environmental protection + distributed photovoltaic business, the company further expanded its business boundaries and carried out the construction of smart microgrid projects in Fuyang District, Hangzhou, to jointly create a benchmark park with intelligent comprehensive energy management. It has a great driving force for the realization of green and low-carbon development, and effectively unified economic, social and ecological benefits.
"The Opinions provide Yongqing Environmental Protection with policy support and market opportunities for developing green industries. At the same time, it also puts forward requirements and challenges in terms of technological innovation, industrial structure adjustment and market-oriented mechanisms. The company will actively respond to policy guidance and strengthen technological research and development and industrial upgrading." Long Qi said.
Lihe Technology (Hunan) Co., Ltd. is an advanced environmental monitoring instrument manufacturer and comprehensive solution provider for environmental monitoring systems. Its main business includes the research and development, production, sales and operation services of environmental monitoring systems.
It is worth noting that Lihe Technology's development path is highly consistent with the requirements of the "Opinions" to accelerate the coordinated transformation and development of digitalization and greening, and explore the establishment of an efficient environmental pollution monitoring, active early warning, scientific analysis, and intelligent decision-making system.
The relevant person in charge of Lihe Technology introduced to the reporter of Xiaoxiang Morning News and Chili Finance that the company took the lead in building the "National Engineering Research Center for Advanced Technology and Equipment for Water Pollution Monitoring" and participated in the drafting and revision of many national standards. In the field of water quality monitoring, it has outstanding market competitive advantages. In addition, in response to the monitoring needs of air pollutant source analysis, the company has also independently developed a particulate matter component monitoring and ozone precursor component system, which can realize the component monitoring of more than 100 indicators of PM2.5, PM10, VOC and other pollutants. By comparing the component data with the conventional pollutant data and analyzing the change trend, the specific composition changes and sources of pollutants are analyzed, and good applications have been achieved in many places.
"At the same time, the company has focused on developing third-party testing and environmental monitoring consulting services, launched a new generation of environmental monitoring consulting service models, and simultaneously promoted the optimization and customization of intelligent management and control terminals and contactless laboratory intelligent water quality testing equipment. It adopts automatic or manual, online, continuous, real-time and other multi-mode and multi-mode monitoring and information technology, and combines environmental risk sensitive points such as polluting enterprises, river and lake estuaries, and non-point source risk points into the monitoring and supervision plan to obtain multi-dimensional, accurate, reliable, and traceable data to support government decision-making. It uses AI technology, data models, visualization and other advanced technologies to fully explore the value of data, accurately trace the source, and provide professional measures and special reports to relevant departments."
In addition, the reporter noticed that the Opinions also emphasized the importance of the circular economy. The Opinions pointed out that it is necessary to further promote the circular economy to help reduce carbon emissions, promote resource recycling production models, vigorously develop resource recycling industries, promote high-quality development of the remanufacturing industry, improve the quality of recycled materials and products, and expand the scale of substitution for primary resources. Promote the classification of domestic waste and increase resource utilization. Improve the waste recycling system, strengthen waste classification and disposal and recycling capabilities, and improve the scale, standardization, and refinement of recycling.
Hunan Junxin Environmental Protection Co., Ltd. has long been committed to environmental governance, green energy, energy conservation and low-carbon business. The Changsha Heimifeng Solid Waste Treatment Plant built and operated by it has become the only environmental protection park in the country with two waste incineration Luban Awards due to its excellent waste incineration treatment technology and environmental protection results.
The relevant person in charge of Junxin Co., Ltd. told the reporter of Xiaoxiang Morning News and Chili Finance that the company's main business currently includes waste incineration power generation, sludge disposal, leachate (sewage) treatment, landfill and ash treatment and disposal, etc. The company is actively responding to the national industrial policy, closely focusing on market demand, and carrying out industrial extension in a timely, stable, selective and planned manner, gradually forming the full industrial chain service capabilities of waste classification, waste collection and transportation, incineration power generation, sanitary landfill, municipal sludge treatment and disposal, leachate treatment, and fly ash treatment, and deepening the industrial chain and expanding the value chain.
"In the future, Junxin will continue to deepen its presence in the fields of solid waste treatment and green energy, expand new businesses around the front end of the industrial chain such as garbage sorting and intelligent collection and transportation, and the end of the industrial chain such as solid waste resource recycling, and continue to make new and greater contributions to the implementation of the country's 'dual carbon' strategy and the global ecological environment cause."
