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E-MAIL:whf@zjhfhb.com| Since 2013, environmental protection enterprises merger wave fast, especially in 2014, M & A has the superheating degree, the M & A case number higher than the same period in previous years. With the continuous advance of the integration of environmental protection platform, there are more and more listing Corporation to integrate the strategy to build the whole industry chain of environmental protection, environmental protection industry has entered a new round of rapid development. Is expected to continue to heat the merger and acquisitions, mergers and acquisitions and environmental protection and energy saving industry to accelerate the development of mutual catalysis, 1+1 greater than 2 cumulative effect is gradually reflected. 2015, there are many companies will gradually reflect the performance of high elasticity, high growth, the market value of the space is also further open. Investors are advised to focus in water and solid waste disposal industry screening performance of high elasticity, market to enhance the space of, because both from the recent mergers and acquisitions or policy perspective, water and solid waste is the focus of the layout of the future. Especially for water treatment industry, due to the upcoming release of water ten and water rights trading pilot will be given to the water resources of the property, water treatment industry related enterprises ushered in the process of revaluation of the value of many companies will usher in a greater performance flexibility space. The industry will also become the birthplace of the future niugu. Industry maintain high boom 2014 compared to 2013, the performance of the environmental protection industry has a certain extent of improvement. In the third quarter of 2014, the environmental protection industry to achieve revenue 743.84 billion yuan, an increase of 20.16%; attributable to shareholders of listed companies net profit realized 101.72 billion yuan, an increase of 12.46%. 2014 three quarterly performance from the point of view, the industry as a whole is still in stage of high King tolerance and performance and basic in line with expectations. According to the analysis of environmental protection equipment industry analysis and layout research reports, including atmospheric governance plate and solid waste treatment sector earnings growth rapidly, air pollution control sector revenue up growth 27.08%, 33.16% net profit year-on-year growth, keep the rapid growth. On the one hand, because of the rapid development of desulfurization operations, PM2.5 governance and other areas, some of the traditional industries in 2013 after the transformation of the company's success so that the performance of the inverted gradually reflected in 2014; on the other hand, some companies benefit from the outbreak of the industry, the performance of steady growth, the results of these high growth companies continue to be extended in 2014, so that the overall performance of the atmospheric management plate to maintain a high growth. And solid waste treatment plate 2014 third quarter year-on-year revenue growth 32.27%, net profit year-on-year increase of 28.22%, performance is better, to improve enterprise mainly concentrated in the garbage disposal, soil restoration, etc.. In addition, the performance of a better water treatment sector, in 2014 three quarter revenue grew by 13.14%, net profit growth of 7.91%. although the current water treatment sector growth is not high, but due to the plate's merger case, and after the table will promote the growth of the plate, and many companies will be the rapid growth in the policy, so the performance of the water treatment sector growth in the future is worth investors. Layout focus on two key Overall, water and solid waste are the focus of future layout. On the one hand, the water treatment material will become the hot spot in 2014 and 2015. 2014, the environmental protection department led by the 3 environmental action plan, air pollution control action plan has been introduced, water pollution prevention action plan is being prepared, and the water pollution prevention action plan is expected to invest two trillion yuan. Benefit from water quality improvement, desalination, water pollution control and water pollution prevention and control needs, membrane treatment technology industry will usher in a new development opportunity. In addition, the five year period, China's water pollution control investment demand will exceed 1000000000000 yuan, is expected to achieve 1.2-1.3 trillion yuan of revenue. In 2012 April the Ministry of Environmental Protection released the "12th Five Year" national urban sewage processing and recycling construction plan ", planning new sewage pipe network 15.9 million km, the new sewage treatment scale 2611 million cubic meters / day, new sludge disposal scale 518 million tons / year, the new sewage regeneration use facilities scale 26.75 million cubic meters / day, only the planning and construction investment reached 430 billion yuan, add water treatment policy in 2016 is expected to continue to overweight, sewage treatment industry chain will gradually usher in a better investment opportunities. On the other hand, the future strategic layout of industrial concentration in the solid waste treatment industry. China's industrial solid waste annual production of about 32.3 tons, city garbage removal of about 1.71 tons. Due to the lack of waste disposal capacity, as well as the expansion of the city scale and the increase of urban population, many cities are facing the problem of "garbage siege". Among them, garbage power generation will become the dominant mode of garbage disposal in china. By the end of May 2015, development and Reform Commission and other seven ministries have jointly issued a document, speed up our country city and disposal of industrial waste harmless, resource utilization, the future policy continue to overweight is expected to remain strong. "Eleventh Five Year" period of China's total investment in environmental protection and the amount of solid waste treatment investment was 2.16 trillion yuan, 2100 billion yuan to at the end of the "Twelfth Five Year Plan" is expected to will reach 3.4 trillion yuan, 800 billion yuan; from the investment accounted for than situation, solid waste processing accounted for the ratio will increase from 9.7% in the "Eleventh Five Year" to 23.5%. So during the "Twelfth Five Year Plan" period, solid waste treatment will enter the stage of rapid development. |
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