Three major investment opportunities emerged in the environmental protection industry


Beijing's successful bid for the Winter Olympics on July 31 will bring investment opportunities to industries related to energy conservation and environmental protection. At the same time, the recent environmental governance policies in the Beijing-Tianjin-Hebei area have been frequent, and the environmental protection industry is looking forward to long-term benefits. Industry insiders said that the average annual growth rate of environmental protection industry output value of more than 15%, by 2015, the total output value reached 4.5 trillion yuan, becoming a new pillar industry of the national economy, environmental protection industry has risen to the national strategic position.

Three main lines of environmental protection opportunities generated by the Winter Olympics are worthy of attention

According to the budget of the Winter Olympics, the cost of preparing the event is about 1.56 billion US dollars, with government subsidies accounting for 6%; The stadium construction budget, including competition venues and non-competition venues, is about 1.51 billion US dollars, of which 65% comes from social investment. In terms of budget, stadium construction accounts for most of the total cost. In fact, when we carry out venue construction, we can emphasize more energy-saving design elements in the construction, consider reducing energy consumption and using environmentally friendly materials, and better reflect the concept of frugal hosting. From the perspective of investment opportunities, three main lines may become the focus. First, the three conventional governance, water, soil, and atmosphere. The second is the photovoltaic industry. Third, renewable energy.

A number of securities company researchers said that in the domestic environmental industry increasingly strict, comprehensive strengthening of air, water and soil governance under the premise of environmental protection during the Winter Olympics will be paid attention to, then there will be a series of opportunities. Qilu Securities researchers revealed that in the first half of 2015, the state introduced the "Water Ten", and is also actively promoting the "soil ten", listed companies including Qiyuan equipment, Guodian fresh and snow Di Long, pioneer environmental protection, water source may become the "concept stock" of the Winter Olympics.

In addition, there may be no small business opportunities in the photovoltaic industry, Beijing, Zhangjiakou some venues and industrial and commercial will actively use photovoltaic products, thereby reducing pollution. In addition to photovoltaic and other renewable energy will be used in the Olympic venues, other industries related to renewable energy will also be affected.

Beijing-tianjin-hebei governance of heavy industrial solid waste governance into a later highlight

The Ministry of Industry and Information Technology officially launched the "Action Plan for the coordinated development of Industrial resources Comprehensive utilization in Beijing-Tianjin-Hebei and surrounding areas" on the 24th, proposed to build 50 key demonstration projects that can support the coordinated development pattern of comprehensive utilization of industrial resources in Beijing-Tianjin-Hebei and surrounding areas by 2017, and realize the annual consumption of 400 million tons of industrial solid waste and the processing and utilization of 20 million tons of renewable resources. The total output value has reached 220 billion yuan, reducing carbon dioxide emissions by 4 million tons and fine particulate matter emissions by 2,000 tons per year.

The action plan sets out specific tasks. For example, Hebei will transform and build more than 10 waste rock and tailings extraction sand and gravel projects with an annual capacity of 1 to 5 million tons; Chengde, Tangshan, Xingtai and other places in Hebei will build more than 10 tailings and waste rock production ready mix pumped concrete projects, more than 10 tailings dry mixing mortar projects, and 20 enterprise technology innovation centers. Cultivate 3~5 key laboratories for comprehensive utilization of industrial resources.

In addition, from the recent 2015 China Environmental Protection Industry Summit Forum hosted by the National Federation of Industry and Commerce Environment Chamber of Commerce, it was learned that the Beijing-Tianjin-Hebei ecological environmental protection Green Fund and the Yangtze River Economic Belt water environmental protection fund will be put on the agenda.

(Source: China Investment Advisory Network)