It is said that energy-saving environmental protection industry development plan in September introduced the fastest. Broker that the next five years is expected to double the total investment of environmental protection, building materials and other industries could benefit.
Department of Housing and building materials industry to increase investment in environmental protection or benefit
Ping An Securities,PVC windows said: We expect to be adopted by industry, finance, taxation and other means, focus on supporting energy saving-related industries. Data show that China's environmental protection 2001 and 2005 the total investment of 0.8 trillion yuan, 2006-2010, total investment in environmental protection in China is 1.5 trillion yuan, an increase of nearly 100%. We expect the support of the relevant laws and regulations, environmental protection total investment of the next five years is expected to double again to $ 3 trillion yuan, output value of energy saving of up to 4-5 trillion yuan.
The broker said the report released: lateral view, water pollution is expected to maintain the status of large investors. Taking into account the stage of development and property industry, we expect large investment in pollution control will continue to maintain the status, aluminum windows the total investment is expected to reach 1 trillion; solid waste management and air pollution in the desulfurization, denitrification is expected to invest 0.8 trillion and 0.4 respectively. -0.5 trillion.
Vertical view, the rapid development of waste recycling is expected. Environmental protection industry development process, usually through "bulk pollution control regulation to strengthen capacity building and resource recycling, pollution control careen" three processes. At present China's environmental protection industry in general is "to strengthen supervision" of medium-term and "re-use and recycling, careen pollutants," the early days. At this point in time to increase investment, no doubt waste (water) resource, careen pollution control process to promote a positive sense.
Considering the horizontal and vertical two dimensions, Ping An Securities optimistic about electronic waste, sewage treatment membrane two sub-sub-areas, adhere to the promising clean water sources (300,070, stock it), and suggested focus Grammy (002,340, stock it).
Other brokers is that the building materials industry to benefit from the concept of energy saving.
Founder Securities (601,901, stock it), said Ministry of Housing has announced the construction industry, "second Five Year Plan" that "five-second" period to develop green building, strengthen the construction of the whole process of energy conservation, to achieve low power consumption, environmental protection and efficient production; vigorously promote the construction of technological innovation, management innovation, to promote green construction, the development of modern industrial production, construction industry to make energy conservation as a new growth point at the same time made a specific building energy efficiency targets.
Founder Securities released a report, said: "the energy saving as the starting point, we believe that after the introduction of three types of plan will benefit the company."
First, in building energy efficiency goals, planning clear that to increase the proportion of steel construction, steel companies will benefit. Continue to recommend steel-related companies: steel construction leading Precision Steel (600,496, stock it), steel residential breakthrough Hangxiao Steel (600,477, stock it), the professional manufacturer of steel Hung Road Steel (002,541, shares bar).
Second, actively promote the construction of industrialization, the plan proposes to encourage and promote new affordable housing and commercial residential full-menu delivery of house decoration, decoration companies will benefit. Proposes a focus on gold mantis, sub-Ha shares (002,375, stock it), Hirota shares (002,482, stock it), Tao shares (002,325, stock it).
Finally, to promote energy conservation in building, planning to encourage the use of advanced energy saving technologies and materials, the proposed focus on energy efficiency LOW-E glass manufacturing company CSG A, Qi Bin Group (601,636, stock it), Jin Jing Technology (600,586, shares bar); proposes a focus on shade fabrics company pioneers new material (300,163, stock it), energy saving windows and doors company Jiayu shares (300,117, stock it); in reducing emissions, the proposed focus on business for the Petrochemical Engineering sulfur recovery of three-dimensional works (002 469, shares).