The Report is produced in Chinese only.
水汙染治理及土壤修複領域迎來政策機遇 6月27日,《水汙染防治法》修改後通過,並將於2018年1月1日起施行。值得注意的是,修改後的《水汙染防治法》首次增加了河長制內容,並設定汙染控制指標,明確違法界限,以及全面推行排汙許可證制度,加強農村水汙染防治。此外制度還提出直轄市、省會城市、計劃單列建成區要於2017年底基本消除黑臭水體,因此2017年將是黑臭水體治理階段目標達成的關鍵年,預期將帶動水汙染治理的投資需求加速釋放。同時《土壤汙染防治法(草案)》提交人大常委會審議,並開始向社會公開徵求意見。草案內容包括建立土壤汙染防治標准體系,實行土壤汙染檢測制度,建立國家土壤汙染防治基金制度,該草案有望於2017年底2018年初出臺。 我們看好水體治理、土壤修複等細分領域,在政策推動以及市場需求的推動下,該等細分領域有望迎來加速增長,同時在PPP模式的推廣應用背景下,万亿市場空間將加快釋放,持续高景气度可期。我們建議關注水汙染治理領域的相關標的如碧水源(300070.SZ)、啓迪桑德(000826.SZ),土壤修複領域的標的如高能環境(603588.SH)、理工環科(002322.SZ)、鴻達興業(002002.SZ)。 |
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