The Report is produced in Chinese only.
大氣污染治理攻堅戰已全面打響 事件: 8月24日,十部委聯合發布《京津冀及周邊地區2017-2018年秋冬季大氣污染綜合治理攻堅行動方案》,該方案的主要目標是全面完成2013年《大氣十條》制定的考核指標。實現2017年10月-2018年3月,京津冀大氣污染傳輸通道城市PM2.5平均濃度同比下降15%以上,重污染天數同比下降15%以上。 評論: 此次方案指標細化,目標明確,體現出政府整治大氣污染的決心。方案提出1)建立完善空氣質量檢測網絡體系,在2017年10月底前,在“2+26”城市建立空氣質量自動檢測站點,2)加快推進“散亂污”企業及集群綜合整治,按照先停後治的原則,涉及大氣污染的散亂污企業于9月底前一律關停取締。3)加快燃煤污染綜合治理,要求10月底前,“2+26”城市完成以電代煤、以氣代煤300萬用戶以上。其中,北京、天津、廊坊、保定于10月底前時限散煤徹底清零。4)深入推進燃煤鍋爐治理,于10月底前時限燃煤小鍋爐清零任務。 此次方案中重點關注兩個受益領域,一是大氣監測板塊,可關注從事空氣水質監測的聚光科技(300203.SZ)以及先河環保(300137.SZ);二是大氣治理板塊,火電行業排放標准已提升到超淨排放標准,石化、鋼鐵、水泥和非電燃煤鍋爐等非電行業排放標准已開始趨嚴,未來市場空間廣闊,可關注從事火電、非電煙氣治理的清新環境(002573.SZ)及龍淨環保(600388.SH)。 |
|
|
This report is produced and is being distributed in Hong Kong by Phillip Securities Group with the Securities and Futures Commission (“SFC”) licence under Phillip Securities (HK) LTD and/ or Phillip Commodities (HK) LTD (“Phillip”). Information contained herein is based on sources that Phillip believed to be accurate. Phillip does not bear responsibility for any loss occasioned by reliance placed upon the contents hereof. The information is for informative purposes only and is not intended to or create/induce the creation of any binding legal relations. The information provided do not constitute investment advice, solicitation, purchase or sell any investment product(s). Investments are subject to investment risks including possible loss of the principal amount invested. You should refer to your Financial Advisor for investment advice based on your investment experience, financial situation, any of your particular needs and risk preference. For details of different product's risks, please visit the Risk Disclosures Statement on http://www.phillip.com.hk. Phillip (or employees) may have positions/ interests in relevant investment products. Phillip (or one of its affiliates) may from time to time provide services for, or solicit services or other business from, any company mentioned in this report. The above information is owned by Phillip and protected by copyright and intellectual property Laws. It may not be reproduced, distributed or published for any purpose without prior written consent from Phillip.