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第三方治理推进环保板块逆市爆发
2017-08-24 07:58:02 中国经济网
长江商报消息本报讯(记者 邹平)环保板块昨日表现抢眼,截至收盘,菲达环保、中环环保、博世科涨停,龙净环保、德创环保等逆市走高。
消息面上,环境保护部近日提出了关于推进环境污染第三方治理的实施意见。要求以环境污染治理“市场化、专业化、产业化”为导向,推动建立排污者付费、第三方治理与排污许可证制度有机结合的污染治理新机制, 鼓励设立绿色发展基金,引导社会资本积极参与,不断提升治理效率和专业化水平
国海证券分析师谭倩认为,第三方治理打开企业污染治理新模式。当前多个工业行业企业实行“退城入园”行动,将为环境污染第三方治理打开市场空间。“退城入园”带来的新建园区环境治理同步配套与现有园区环境治理提标改造,以及入园企业达标排放改造,将进一步催生环境污染第三方治理的需求,水及大气领域将成为重点,标的方面清新环境、龙净环保、碧水源、 天翔环境、 东江环保、华测检测有望受益。
投资机会方面,中金建议关注四投资主线:一是烟气治理和煤改气,如清新环境,建议关注迪森股份;二是污水体表升级,如碧水源和博世科;三是流域治理,建议关注东方园林和岭南园林;四是危废处置领域,建议关注东江环保和上海环境。
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