Accountability supervision continues to increase, and the waste gas treatment equipment market welcomes good

The second group of environmental protection supervision centers in Beijing, Shanghai, Hubei, Guangdong, Chongqing, Shaanxi, Gansu and other seven provinces and cities on the afternoon of the 25th fully exposed the inspectors rectification program. 7 provinces and cities clearly identified 375 rectification missions. According to the plan, the last batch of environmental inspectors will be announced this year to cover up all provinces. Based on this, it seems to many people in the industry that a key round of new environmental protection malls will soon take shape.
Recently, the Ministry of Environmental Protection has intensively issued a series of announcements and documents to clarify the key points of the Center's environmental protection inspectors in the second half of the year and to start the fourth batch of environmental protection inspections of the Center as soon as possible. At the same time, the second batch of central environmental protection inspectors in the previous year revealed that Beijing, Shanghai, Hubei, Guangdong, Chongqing, Shaanxi, Gansu and other seven provinces and cities have disclosed the reform plan. Zhongming Environmental Protection believes that a series of policy opportunities are being highlighted at the secondary shopping malls under the backdrop of the increasingly intensifying environmental protection inspectors storm.
First and foremost, one of the key missions of the Ministry of Environmental Protection in the second half of the year is to "take the key points of the city of Beijing, Tianjin, Hebei, and the surrounding regions '2+26' as the key points, and carry out the toughest moves in the management of organic waste gas in winter." This year will basically complete less than 10 tons of steam in the Beijing-Tianjin-Hebei region. The screening of industrial small boilers was completed by substituting electricity for coal and gas for 3 million. Calculated according to the cost of each household 6000-8000 yuan, potential shopping mall space over 20 billion yuan, obviously good for clean gas furnace production and renovation business. Secondly, the Ministry of Environmental Protection has announced that it will shut down the 176,000 "scattered pollutions" that Beijing-Tianjin-Hebei and surrounding areas have already verified and that cannot complete the treatment of waste gas. Small-scale industrial enterprises in the Beijing-Tianjin-Hebei region mainly rely on casting, printing, and plastics, and are subject to cost and downturn demand. This round of verification may well lead to the closure of such small-scale enterprises in large scale.
One of the key tasks of the Ministry of Environmental Protection in the second half of the year is the “overhead source” initiative to monitor the installation, networking and operation of equipment, and the qualified discharge status of industrial pollution sources. CICC believes that following the Ministry of Environmental Protection’s efforts to establish a big data platform, and the introduction of environmental taxes on January 1, 18 years, the regulatory authorities are in dire need of national pollution monitoring data as a basis for taxation and management. We forecast that by 2020, China will have a measurable (gas, water and solid) monitoring space for professional shopping malls of nearly 30 billion yuan, third-party testing space of nearly 20 billion yuan, and long-term accumulation of VOCs, soil, etc., with a space of 130 billion yuan.

The number of days of outstanding air quality in the first half of the country showed a year-on-year decline. In response to repeated air quality conditions, the Ministry of Environmental Protection has included waste gas management in the fourth batch of key environmental protection inspection tasks. CICC believes that it will benefit companies engaged in ultra-clean emissions trading of exhaust gas treatment equipment manufacturers. In addition, in the second half of the Ministry of Environmental Protection's operational focus, sewage discharge and major river basin pollution remediation were listed on the agenda. Previously, the Ministry of Finance's No. 87 document and Caijian Jianye No. 455 had a minor impact on environmental protection PPP. The organization believes that the second half of the river basin management PPP or the spring breeze of this round of environmental review has accelerated its expansion.
Guosen Securities also believes that the government's resolute decision on exhaust gas treatment is determined and continues to be optimistic about the non-electrical treatment of the atmosphere. It is recommended that the layout benefit from the end-managed atmospheric environmental management company Zhongming Environmental Protection and Longjing Environmental Protection; benefiting from the screening of small and medium-sized boilers and energy structures. Adjusted Evergreen Group and Deesom shares. “Water Ten Articles” continues to advance in an all-round way, combining with the urgent management needs of the city's black and smelly rivers, it is optimistic about the Beijing Water Group, the clear water source, and the oriental gardens in the water treatment category. In the second half of the year, the soil plate is one of the key points of the Ministry of Environmental Protection. The Soil Pollution Prevention Law has also been submitted to the National People's Congress in the first instance and is expected to be introduced before March next year. It is optimistic about the high-energy environment, Bosch, and Polytechnic.


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