做和全国两会明确了环保治理的目标

全国两会明确了环保治理的目标

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全国两会明确了环保治理的目标来源:中国五金商机日期:环境监测是环保监管的重要部分，新增VOCs带来增量。两会提出严抓工业末端污染治理，对所有重点工业污染源实行24小时监控。

环境监测是环保监管的重要部分，新增VOCs带来增量。两会提出严抓工业末端污染治理，对所有重点工业污染源实行24小时监控。

山西TT废气处理环保技术中心/整理

Shanxi TT waste gas treatment and environmental protection technology center / finishing

全国两会明确了环保治理的目标,山西TT废气处理（深圳海德隆山西办）和您一同分享：

The NPC and CPPCC clearly environmental governance goal, Shanxi TT gas processing (Shenzhen Haidelong Shanxi Office) to share with you:

两会明确环保治理目标，关注节能减排、生态修复。2017年是工业节能减排元年，两会提出要求各级政府坚决打好蓝天保卫战，目标是今年二氧化硫、氮氧化物排放量要分别下降3%，重点地区细颗粒物(PM2.5)浓度明显下降。首先加快解决燃煤污染问题，加大煤电超净排放改造，东中部地区分别于今明两年完成，西部改造2020年完成。推荐盈峰环境、神雾节能、清新环境。同时两会要求推进水、土壤污染防治，今年化学需氧量、氨氮排放量要求分别下降2%。两会明确环保治理目标将有望大力提升相关部门执行力度。“土十条”发布加速土壤修复工作启动，预计今年城市污染场地的修复工作发展态势良好。整体利好PPP水治理板块、固废处置板块，推荐中金环境、高能环境、博世科。

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 济南实验机厂数显式铁矿球团压力实验机（图）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.

治理雾霾形势下，天然气等清洁能源是大势所趋。两会提出抓好电力和石油天然气体制改革，开放竞争性业务；全面实施散煤综合治理，推进北方地区冬季清洁取暖，完成以电代煤、以气代煤，300万户以上，全部淘汰地级以上城市建成区燃煤小锅炉。随着天然气体制改革的深入进行，向民间资本开放、允许各类市场主体平等进入，天然气行业将更加公平、公正的竞争，天然气价格将趋向合理。2016年全国天然气消费同比增长6.6%，进口量高增，对外依存度达35%，推动国内气价下行。在政府提出“打好蓝天保卫战”的背景下，天然气，LNG等清洁能源是大势所趋。煤改气将成为燃煤小锅炉替代的主要手段，天然气有望销量提升，利好相关标的，推荐ST煤气、胜利股份、南京公用、皖天然气。

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.

火电供给侧改革超预期。两会提出要淘汰、停建、缓建煤电产能5000万千瓦以上，其提法超出十三五规划数据。发电设备平均利用小时数有望企稳，预计火电利用率回升4%。另外电改推动上电价成下降趋势和环保监管趋严增加机组运营成本的背景下，将倒逼高能耗、规模小的落后产能淘汰，国家和地方政府已明确要求淘汰30万KW以下机组，预计“十三五”期间退役的30万千瓦以下机组大约有1600万千瓦。受16年煤价高企、电力供给宽松等因素，煤电企业(占电力供应60%以上)盈利能力到达历史低点。17年相对16年优质火电企业盈利有望改善，推荐文山电力、大唐发电、长江电力、桂东电力。

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.

环境监测是环保监管的重要部分，新增VOCs带来增量。两会提出严抓工业末端污染治理，对所有重点工业污染源实行24小时监控。在3月1日召开的京津冀大气污染防治协作小组会议上环保部已将热点区域按3×3km划分格，要全面排查格内的工业污染源和燃煤锅炉，列出清单，明确。另外新增排污收费VOCs，监测重点之一带来新增长点。整体上检测污染物是监管的重要环节，环境监测任务有望全面铺开，将利好相关企业，推荐聚光科技、先河环保、汉威电子。

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 implementation 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.

投资建议：环保方面，我们认为非电工业排污升级改造和VOCs治理市场将快速发展。建议重点关注在烟气排放领域具有领先技术水平的清新环境；冶金工业领域节能改造龙头神雾节能和清洁煤炭利用龙头神雾环保；大力拓展VOCs监测设备市场的聚光科技、盈峰环境；格化监测推荐先河环保和汉威电子。公用事业方面，治理雾霾形势下，天然气等清洁能源是大势所趋；火电供给侧改革超预期。关注ST煤气、胜利股份、文山电力、大唐发电等。

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..

风险提示：政策落地、规划推进不达预期；宏观经济下行；技术创新迟滞等；回报率不及预期；政府偿付能力等。

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..

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