20230905-国海证券-环保_专精特新周报_县级黑臭水体整治工作将推进_18页_830kb

Report Summary

Environmental Protection Views

• Municipal Black Odorous Water Body Remediation: Progression expected in 2024-2025, enhancing opportunities for water treatment companies due to incomplete local eliminations and policy actions.

Specialized New Business (专精特新) Views

• Enterprise Growth: Accumulated 12,668 small giant enterprises, with policies supporting innovation and focusing on domestic substitution and carbon neutrality themes.

Investment Recommendations

• Maintain "Recommend" rating for the sectors; key companies to monitor include 谱尼测试 and 仕净科技 for growth potential.

Key Industry Developments

• Regulatory Actions: Notice on black odorous water body remediation issued, aiming for elimination in county-level cities by 2025.
• Support Policies: Increased fiscal backing for SMEs in innovation, including national and local initiatives.
• Market Trends: Environmental and specialized new business sectors showed mixed performance.