Environmental protection industry: The "13th Five-Year" ecological environmental protection plan is issued, energy conservation and emission reduction will continue to accelerate, and environmental monitoring will also take the lead

Event: The State Council issued the "13th Five-Year Plan" for ecological environmental protection, formulated the air, water and soil planning routes, and organized the implementation of 25 key projects such as the full compliance of industrial pollution sources.
 
Investment Points:
Atmospheric control is still the top priority, and the elimination of coal-fired boilers and central heating in parks will speed up.
The document requires that the Beijing-Tianjin-Hebei region vigorously reduce the use of scattered coal in winter, basically eliminate coal-fired boilers below 35 steam tons in built-up areas above the prefecture level in the Yangtze River Delta region, and accelerate the central heating of industrial parks in the Pearl River Delta region; and correspondingly carry out volatile organic compound control. . At present, the core of atmospheric governance is still to reduce the total emissions of coal consumption, and the focus of governance has gradually shifted from power emission reduction to non-electric power emission reduction, and my country's industrial enterprises have a large number of small coal-fired boilers, and my country has successively issued policy requirements to strive to achieve The central heating rate of combined heat and power generation in large and medium-sized cities in the north will reach more than 60%, and policies such as banning small coal-fired boilers in some areas and encouraging the replacement of combined heat and power. will get tighter.
 
The comprehensive discharge of industrial pollution sources has been put on the agenda, and the policy of pollution source supervision and transformation has been tightened.
It can be seen from the 25 industrial pollution source discharge projects implemented by the state that the elimination of coal-fired boilers in industrial parks, the transformation of desulfurization and denitrification, VOC control, and hazardous waste treatment and disposal are still the focus of supervision. The census of industrial pollution sources and the establishment of pollution discharge monitoring systems are still important tasks. Atmospheric control will gradually turn to non-electrical industries such as industrial enterprises, and the establishment of enterprise pollution monitoring systems is also beneficial to the environmental monitoring industry.
Strengthen the construction of ecological environment information system, and soil remediation is still mainly based on monitoring and investigation.
The document requires the construction and improvement of a nationwide unified and comprehensive real-time online environmental monitoring and monitoring system, and requires that by 2020, all counties (cities, districts) of soil environmental quality monitoring sites will be fully covered.
 
A set of energy-saving equipment
 
At present, the construction of soil monitoring network is still the focus of soil management. The premise of environmental governance lies in the construction of environmental monitoring system. The establishment of ecological quality monitoring system and industrial pollution source monitoring system is also conducive to environmental quality supervision and collection of pollutant discharge fees.
Comprehensive treatment of river basin pollution drives the treatment of black and odorous water bodies and rural environment.
 
The document requires that by 2020, the proportion of black and odorous water bodies in built-up areas of cities at the prefecture level and above should be controlled within 10%, and by 2020, 130,000 new villages will have completed comprehensive environmental improvement. At present, black and odorous water bodies are still the focus of urban water environment governance. The clear policy deadline will drive the speed of governance. my country will continue to deepen the comprehensive improvement of rural environment, and rural sewage, garbage disposal, and livestock and poultry breeding pollution prevention and control will benefit.
Investment Advice.
 
1) Target of central heating in the industrial park: Changqing Group (002616), Fuchun Environmental Protection (002479); 2) Target of comprehensive watershed renovation: Environmental Energy Technology (300425), Xingrong Environment (000598), Huakong SEG (000068) ); 3) Environmental big data construction, soil monitoring targets: Focusing Technology (300203), Science and Technology Environmental Science (002322).
risk warning.