Energy conservation and emission reduction support efforts to upgrade the insulation industry to meet a huge opportunity

The energy conservation and emission reduction industry has recently ushered in multiple positives. In early September, the State Council just issued the "12th Five-Year Plan for Comprehensive Energy Conservation and Emission Reduction Work Program." Recently, it held a meeting to fully mobilize and deploy the "Twelfth Five-Year Plan" energy-saving and emission reduction work. This series of news will have an impact on the energy conservation and emission reduction industry. What investment ideas can investors follow?

background

State Council Deploys Energy-saving and Emission Reduction Work On September 27, the State Council convened a national video-phone conference on energy-saving and emission reduction to fully mobilize and deploy the “Twelfth Five-Year Plan” energy-saving and emission reduction work. The meeting made five requirements. The first is to adjust and optimize the industrial structure and promote energy conservation and emission reduction. The second is to adhere to scientific and technological innovation and technological progress to promote energy-saving emission reduction. The third is to improve the long-term mechanism for energy saving and emission reduction. The fourth is to strengthen the building of energy-saving and emission reduction capabilities. The fifth is to promote energy-saving and emission reduction in key areas.

In fact, since the beginning of this month, the benefits of energy saving and emission reduction at the national level have continued. On September 7, the State Council issued the "12th Five-Year Plan for Comprehensive Energy Conservation and Emission Reduction Work Plan," which clarified the overall goals and safeguard measures for energy conservation and emission reduction during the "12th Five-Year Plan" period.

The “Programme” clarified that the “Twelfth Five-Year Plan” energy saving target is: By 2015, energy consumption per million yuan of GDP in China will drop to 0.869 tons of standard coal (calculated at 2005 prices), and during the “Twelfth Five-Year Plan” period, energy savings of 6.7 billion yuan will be realized. Tons of standard coal. Regarding the discharge of pollutants, the plan confirmed that in 2015, the total amount of chemical oxygen demand and sulfur dioxide emissions in the country should be controlled at 23.376 million tons and 20.864 million tons, respectively, which is 8% lower than that in 2010; the total ammonia nitrogen and nitrogen oxide emissions in the country The volume was controlled at 2.80 million tons and 204.62 million tons, respectively, a decrease of 10% compared with 2010.

Hou Yuxuan, a researcher in the environmental protection industry of China Investment Advisors, believes that the meeting once again emphasized the importance of energy conservation and emission reduction from a strategic and global perspective. Average annual compound growth of not less than 30%

influences

Hou Yuxuan said that recently, the state’s policy support for energy conservation and emission reduction has continued to increase, which will have a substantial impact on subsequent energy conservation and emission reductions. Currently, energy conservation and emission reduction are mainly driven by policy effects, and the intensity and severity of policies are also important. The height directly affects the efficiency of energy conservation and emission reduction. Therefore, this incident will inevitably bring about a substantial positive impact on the industry's energy conservation and emission reduction.

Datong Securities Investment Co., Ltd. Fu Yongfu believes that this time the State Council convened a nationwide TV conference call for energy conservation and emission reduction work to fully mobilize and deploy the "Twelfth Five-Year Plan" energy-saving and emission reduction work. This is the further promotion and implementation of the “12th Five-Year Plan for Comprehensive Energy Conservation and Emission Reduction” released earlier this month. From a policy point of view, this year, the state attaches great importance to environmental protection. With the support of policies and further promotion, the energy-saving and emission-reduction industry will usher in medium and long-term development opportunities. At present, the environmental protection industry is at a fast-growing starting point. There is huge room for future growth. The average annual growth rate will not be lower than 30%. By 2015, the output value is expected to reach 7%-8% of GDP, and the growth and return of the equipment industry will also be achieved. The rate is significantly higher than the operating industry. In terms of policy support and growth, there are still good opportunities for the energy conservation and environmental protection industry in the future.

With good prospects for the development <br> <br> industry

Hou Yuxuan said that during the "11th Five-Year Plan" period, China's energy-saving emission reduction has achieved tremendous results, but it also exposed many problems.

On the surface, a large number of pollutant discharges have been in a process of continuous decline. However, in reality, energy conservation and emission reduction have not yet reached a fundamental level. There has been no major change in the industrial structure and market-oriented measures have been lacking. However, as a whole, energy conservation and emission reduction are the key points in the future industrialization process. Whether it is the future market demand or the inevitable trend of industrial development, energy saving and emission reduction will all accompany the development of the entire industry, so the prospects are bright.

Ping An Securities analyst Dou Zeyun believes that energy saving and environmental protection industries have the dual functions of stimulating economic growth and responding to environmental issues such as environmental protection. Policy support is highly sustainable and optimistic about the development of the energy conservation and environmental protection industry during the “12th Five-Year Plan” period. The macro and micro conditions for the development of energy-saving and environmental protection industries are constantly improving. The pressure of sustainable economic development and China's commitment to energy-saving and emission reduction are the macro factors that promote the sustainable development of energy-saving and environmental protection industries. With the continuous improvement of micro conditions such as policies, technologies, and funds, the energy-saving and environmental protection industry will take the lead in the “Twelfth Five-Year Plan” period and create more blossoms.