Shanxi TT waste gas treatment and environmental protection technology center / finishing
The NPC and CPPCC clearly environmental governance goal, Shanxi TT gas processing (Shenzhen Haidelong Shanxi Office) to share with you:
Two sessions clear environmental governance objectives, focusing on energy conservation, ecological restoration. 2017 is the first year of industrial energy saving and emission reduction, NPC and CPPCC requested resolutely fight the battle of the sky at all levels of government, target this year of sulfur dioxide, nitrogen oxide emissions decreased by 3% respectively, the key areas of fine particulate matter (PM2.5) concentrations were significantly decreased. First of all to solve the pollution problem, increase coal ultra clean emissions transformation, the eastern and central regions were completed next year, the renovation completed in 2020. Recommended winfore environment, energy saving, clean environment fog. At the same time the two sessions to promote water, soil pollution control, chemical oxygen demand, ammonia emissions requirements were down 2%. Two sessions clear environmental management objectives will be expected to vigorously promote the implementation of relevant departments. Soil ten issued to accelerate the work of soil remediation work is expected this year, the development of urban pollution sites work well. The overall positive PPP water treatment, solid waste disposal plate plate, recommended in environment, environment, energy, BOSCH.
Governance haze situation, natural gas and other clean energy is the trend. NPC and CPPCC presented good grasp of the power and the oil and gas reform, open competitive business; the full implementation of the comprehensive management of coal, to promote the northern winter heating clean, complete to electricity generation coal to gas instead of coal, more than 3 million households, all out of the city level and abo这类塑料造粒机装备对环境的污染非常严重ve built-up area of small coal-fired boilers. With the deepening of the reform of the natural gas system, open to private capital, allowing equal access to various types of market players, the natural gas industry will be more fair and just competition, natural gas prices will tend to be reasonable. 2016 national natural gas consumption grew by 6.6%, imports increased by foreign dependence of up to 35%, to promote domestic gas prices down. In the government put forward a good fight against the blue sky background, natural gas, LNG and other clean energy is the trend. Coal to gas will become the main means of replacing small coal-fired boilers, natural gas is expected to increase sales, positive related targets, recommended ST gas, victory shares, Nanjing public, Anhui Natural gas.
Power supply side reform than expected. NPC and CPPCC proposed to eliminate, unfinished coal production capacity more than 50 million kilowatts, which was beyond 13th Five-Year planning data. The average utilization hours of power generation equipment is expected to stabilize, is expected to rise 4% thermal power utilization. In addition to promote electricity tariff decline and tighter environmental regulation to increase the unit operating costs under the background of forced high energy consumption, the small size of the elimination of backward production capacity, the state and local government has clearly requires the elimination of 300 thousand KW units, is expected to "13th Five-Year" during the decommissioning of 300 thousand kilowatt unit about 16 million kilowatts. By 16 years of high coal prices, electricity supply easing and other factors, coal enterprises (accounting for more than 60% of electricity supply) profitability reached historic lows. 17 years 16 years relative quality of thermal power enterprises is expected to improve profitability, Wenshan electric power, Datang Power Generation, Yangtze Power, guidongdianli.
Environmental monitoring is an important part of environmental regulation, the introduction of new VOCs incremental. Two sessions proposed strict grasp of industrial pollution control, the impleme2.3金相分析法ntation of 24 hours of online monitoring of all key industrial pollution sources. Beijing Tianjin Hebei in the March 1st meeting of the air pollution prevention collaborative group meeting of Ministry of environmental protection has been hot spots by 3 * 3km grid, to a comprehensive investigation in the grid industrial pollution source and coal fired boiler, a list, a clear responsibility. In addition, the new sewage cha在放大器单元加1个直流输入信号（通过工作站实现）rges VOCs, one of the focus of monitoring to bring new growth points. The overall detection of pollutants is an important link of supervision, environmental monitoring task is expected to be in full swing, will benefit the relevant enterprises, recommend a precedent for environmental protection, condenser technology, Hanwei electronics.
Investment advice: environmental protection, we believe that non electric industrial upgrading of sewage and VOCs governance market will develop rapidly. Recommendations focus on the technical level with the leading in the field of flue gas emissions clean environment; metallurgy industry leading energy saving energy saving and clean use of coal leading fog God fog environmental monitoring market; vigorously develop the VOCs concentrator technology, winfore environment; grid monitoring and Hanwei electronics recommended a precedent for environmental protection. Utilities, governance haze situation, natural gas and other clean energy is the trend of power supply side of the reform than expected. Concerned about ST gas, victory shares, Wenshan power, Datang Power Generation, etc..
Risk warning: Policy landing, planning to advance less than expected; macroeconomic downward; technological innovation, etc.; the rate of return is less than expected; government solvency, etc..