20230709-德邦证券-环保与公用事业周报_我国新增11个重点领域节能减排范围_CCER交易管理办法发布_19页_2mb

Please wait while your request is being processeddonlklIn weekl, the environmental protection and public utilities sector showed divergence, with the public utilities index rising 0.48% while the environmental protection index declined by 0.05%. Within the public utilities, thermal power companies led, surging by 35.9%, whereas distress utilization, waste heat, and carbon capture and sequestration technologies saw significant downsizing. Detailed sub-segment performance included atmospheric pollution control systems📈 rising by 135%, wastewater treatment up 7%, and solid waste disposal increasing by 50%.

In the environmental protection sector, policy developments included the expansion of eligible industries for energy efficiency and carbon reduction renovations📢, covering sectors like cement and ethylene glycol production. Further, a revised framework for voluntary greenhouse gas emission reduction trading was announced, potentially restarting Chinese carbon credit trading and prompting companies like Hualong Environmental Protection👷 and Green Earth Ecosystem🚜 to gain attention.

Notable initiatives included the globally significant development plans for the hydrogen industry in Karamay City, aiming for large-scale, "green" hydrogen production (+ R&D in PEM electrolyzers by Huawei Power Supply👨🔧) and storage technologies, underpinned by partnerships. Additionally, the role of energy storage management was emphasized in guidelines released for Guangdong Province, coupled with building-level energy renovation policies in Anhui to drive eco-efficient infrastructure.

Notable financials, tied to green transformations📢 but no specific share details here, highlighted investment trends in this area.

Risk assessment📢 includes macroeconomic instability, policy shifts, and price volatility👷.