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Taking the express train of "comprehensively strengthening infrastructure construction", the opportunity of "moderately ahead" development of environmental protection industry has arrived

2022-06-17

The 11th meeting of the Financial Commission of the CPC Central Committee was successfully held on April 26, stressing the need to "appropriately advance" the layout of infrastructure that is conducive to leading industrial development and safeguarding national security, and clear: ① transportation, energy, water conservancy network infrastructure; (2) Upgrading of information, science and technology, logistics and other industries; (3) Urban infrastructure; (4) agricultural and rural infrastructure; (5) Five key points of national security infrastructure.




Subsequently, the party central committee and the State Council issued "about promoting the county as the important carrier of urbanization construction opinion", again will speed up the development of big cities surrounding counties, to promote the county infrastructure construction and quality improvement, digging underground pipe network transformation, ecological restoration, environmental governance, and many other potential demand, broaden the county infrastructure growth space.




Boosted by a series of good news, in early May, infrastructure-related plates ushered in a "small outbreak", Zhejiang Construction Investment, Jinpu Garden, Meicchen Ecology, Wenke Garden and other stocks set off a wave of trading limit. Moreover, in addition to prefabricated buildings and architectural decoration, it is obvious that the capital market has locked its eyes on water conservancy, ecology, greening and other subdivisions. With its relevant environmental protection industry will undoubtedly usher in a round of good development.




Looking specifically at the Financial and Economic Commission of the CPC Central Committee, we can also find that ecological and environmental protection did play a significant role in the conference. For example, building a number of new green and low-carbon energy bases; We will advance the construction of underground utility tunnels in an orderly manner, and strengthen urban flood control and drainage systems, as well as sewage and garbage collection and treatment systems. We will strengthen the construction of sewage and garbage collection and treatment facilities in rural areas.




Moreover, under the unified national deployment, all local plans based on their actual conditions regard ecological environment as an important branch of infrastructure construction:




In May, Jiangsu province issued several Measures on Accelerating The Investment and Construction of infrastructure, which mentioned that it was necessary to "further promote the ecological environment management of the Yangtze River Economic Belt and the water environment management of Taihu Lake, and accelerate the implementation of garbage, sewage and solid waste treatment projects", "promote the construction of rural sewage and garbage collection and treatment facilities, Carry out comprehensive improvement of rural river channels and improvement of rural living environment ";




In April, Hebei province's Implementation Plan on Accelerating the Construction of Urban Environmental Infrastructure required that "by 2025, an environmental infrastructure system integrating sewage, garbage, solid waste, hazardous waste and medical waste treatment and disposal facilities, as well as monitoring and supervision capacity should be built."




In a word, the heavy hammer of "comprehensively strengthening infrastructure construction" has fallen, and with the implementation of relevant policies and measures, infrastructure construction in the field of environmental protection will also accelerate. As an enterprise, if you want to realize the curve overtaking, you must first find the right point of focus.




In this regard, experts put forward some suggestions: in terms of regional distribution, the shortcomings of rural sewage and solid waste treatment need to be remedied, and the centralized treatment and intelligent level of urban domestic sewage need to be improved. In terms of business layout, the treatment capacity of medical waste has been improved in the near future, while the technology development of photovoltaic, wind power and other decommissioned waste treatment needs to be accelerated in the far future.


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