• <samp id="o2uwa"><sup id="o2uwa"></sup></samp>
  • <menu id="o2uwa"></menu>
    <blockquote id="o2uwa"><object id="o2uwa"></object></blockquote>
    <menu id="o2uwa"><input id="o2uwa"></input></menu>
  • 首頁 環境時評人與自然最新動態焦點追蹤法律法規環境評價環保產業國內新聞國際新聞環境知識

    環保設備

    您的位置:中國環境觀察網 > 環保設備 > 文章

    環保行業:生活垃圾分類新政落地 利好環衛廚余設備市場

    來源:網絡整理 人氣:次瀏覽 發布時間:2019-06-13

      生活垃圾分類新政利好環衛清運設備和廚余垃圾核心設備供應商。住建部發布《關于在全國地級及以上城市全面開展生活垃圾分類工作的通知》。通知要求,到2020年全國46個重點城市基本建成生活垃圾分類處理系統;到2022年,各地級城市至少有1個區實現生活垃圾分類全覆蓋;到2025年,全國地級及以上城市基本建成生活垃圾分類處理系統。通知明確提出廚余垃圾要分開運輸并加快處理設施建設,利好1)環衛清運設備:預計垃圾分類全國推廣后可為該行業帶來30%的收入彈性;2)廚余垃圾核心設備供應商:按廚余垃圾占生活垃圾60%估算,全國推廣后每年可新增約400億元的廚余垃圾處理運營市場。

      融資改善已然落地,預計未來貨幣政策以穩為主。據央行初步統計,2019年4月社會融資規模增量為1.36萬億元,同比降低23%;4月末社會融資規模存量為209.68萬億元,同比增長10.4%。根據年報業績披露情況,業績風險從年度上來看釋放較為充分。預計未來貨幣政策以穩為主,行業由估值驅動轉向業績驅動,關注核心公司業績落地情況。

      行業本質看政府投入力度。融資能否落地取決于項目風險收益比。財政部PPP新規核心聚焦規范化,符合要求的存量項目(尤其是使用者付費為主的運營類項目)納入預算。明確合規項目的政府支付責任,明確中央資金支持,有望穩定行業空間和回報預期,使資本流入得到根本改善。

      長期以來,“壁壘”是環保行業的痛點。經過調研和數據分析佐證,我們認為中再資環是再生資源行業中被低估的龍頭,核心預期差有2點。1)行業預期差:廢棄電子產品報廢量被低估,從靜態拆解量/銷量可看4年5倍空間,比消費品更穩定。2)公司預期差:憑借渠道資金優勢帶來的強大成本控制力,年報實際利潤率高于同行14pct,補貼標準動態調整且差異化趨勢下龍頭份額有望進一步提升,當前產能利用率不足60%業績彈性大。

      拋開博弈,聚焦“增長的確定性”。長期尋找行業持續增長,商業模式通順,現金流內生或融資能力強的標的,結合公司治理與戰略清晰度。環保:1,水處理:國有資金投入長江經濟帶項目,融資痛點被解決,格局轉向比拼實際經營能力,打開未來成長空間。關注資本金生成與模式成熟的重點區域:國禎環保。2,危廢:關注龍頭的治理改善,水泥窯行業的放量:東江環保,海螺創業,金圓股份。3,再生資源4年5倍空間,龍頭公司渠道資金優勢凸顯,擬切入危廢領域、改善現金流:中再資環。4,垃圾焚燒:關注行業格局和項目放量周期:光大國際,瀚藍環境,旺能環境。5,監測行業趨勢持續成長:聚光科技,先河環保。6,燃氣:著眼量增是根本:新天然氣,藍焰控股。

      最新研究:貴金屬資源再生技改項目首試成功,中金環境事件點評:切入鉑族廢催化劑領域,危廢板塊發展可期;行業點評:36只A股環保標的擬納入富時羅素指數;行業點評:長江流域、渤海入海河流消劣政策項目整理;行業點評:《地下水污染防治實施方案》政策梳理;中再資環深度報告:再生資源龍頭份額提升,行業與公司潛力被低估。

    中國環境觀察網 版權所有 ? 2005~2023 All Rights Reserved 未經中國環境觀察網書面特別授權,請勿轉載或建立鏡像 違者依法追究相關法律責任 聯系郵箱:sheng6665588@gmail.com

    備案號:京ICP備12003247號-3

    卓易彩票 www.60007b.com | www.579020.com | www.912193.com | www.hcw887.com | www.606694.com | www.345576.com | www.77803l.com | www.83993w.com | www.9356u.com | www.890886.com | www.566305.com | www.109716.com | www.35918a.com | www.9149m.com | www.779635.com | www.550423.com | www.97655x.com | www.81233m.com | www.bxcp3.com | www.flcb5.com | www.345835.com | www.16878v.com | www.8jcw.com | www.768299.com | www.77114j.com | www.679by.com | www.611874.com | www.77114f.com | www.5522l.cc | www.rcw8811.com | www.335284.com | www.33997j.com | www.910xj.com | www.675066.com | www.80075u.com | www.1555hc.com | www.hcw332.com | www.09500w.com | www.ac9911.com | www.192762.com | www.66026.cc | www.202909.com | www.cll168.com | www.550419.com | www.29277y.com | www.335240.com | www.2934z.com | www.316106.com | www.87096.com | www.290282.com | www.16878p.com | www.762933.com | www.36166u.com | www.914903.com | www.87668x.com | www.700231.com | www.66376t.com | www.739915.com | www.16878g.com | www.364242.com | www.626by.com | www.293255.com | www.126kc.com | www.100202.com | www.cb7188.com | www.66621h.com | www.433680.com | www.bxcp3.com | www.50052n.com | www.931499.com | www.88266y.com | www.yc7701.com | www.6832y.com | www.258031.com | www.hczx4.com | www.60007g.com | www.560103.com | www.cpw | www.77803s.com | www.803244.com | www.8499k.com | www.073552.com | www.hy6936.com | www.66621w.com | www.83993n.com | www.923633.com | www.43818n.com | www.039079.com | www.776860.com | www.930xj.com | www.81233c.com | www.069963.com | www.653182.com | www.66yfz.com | www.16878o.com | www.399957.com | www.cpkk.com | www.022tj.cc | www.15355b.com | www.86267hh.com | www.136057.com | www.652251.com | www.am1115.com | www.662by.com | www.2632p.com | www.99677j.com | www.81233c.com | www.xcw866.com | www.573477.com | www.54968f.com | www.082wy.com | www.2350q.com | www.66653j.com | www.33598o.com | www.88266s.com | www.168232.com | www.liuguan000.com | www.529106.com | www.586775.com | www.760169.com | www.98528f.com | www.876899.com | www.901180.com | www.c7238.com | www.hld33.com | www.ch8456.com | www.cf9902.com | www.987969.com | www.cp3.mobi | www.625069.com | www.596709.com | www.566677.com | www.357256.com | www.326477.com | www.233591.com | www.66653p.com | www.36788i.com | www.61233x.com | www.33598g.com | www.022gz.cc | www.djcp001.com | www.256968.com | www.209983.com | www.099386.com | www.50024n.com | www.33588q.com | www.00840z.com | www.07hc.com | www.669268.com | www.444071.com | www.106607.com | www.66653h.com | www.77114n.com | www.8499s.com | www.cp9829.com | www.58gc8.com | www.325477.com | www.50064d.com | www.36787b.com | www.ya838.com | www.652631.com | www.81678b.com | www.36788w.com | www.fcyl0.com | www.362477.com | www.91233z.com | www.50026s.com | www.hc3849.com | www.338031.com | www.25688k.com | www.2350o.com | www.809215.com | www.320055.com | www.66652h.com | www.998786.com | www.202417.com | www.64059.com | www.54968f.com | www.151376.com | www.9478s.com | www.808910.com | www.66376u.com | www.75wcp.com | www.561518.com | www.80767g.com | www.cai001.vip | www.83993v.com | www.23040.com | www.412228.com | www.77802k.com | www.974088.com | www.66621i.com | www.987428.com | www.66652e.com | www.cf9908.com | www.77801f.com | www.hy6932.com | www.015990.com | www.055p.cc | www.376531.com | www.50024f.com | www.602957.com | www.08588d.com | www.501207.com | www.5091q.com | www.217880.com | www.ji224.com | www.106096.com | www.hy6934.com | www.66332z.com | www.1wcp.com | www.9356z.com | www.354877.com | www.04czj.com | www.73736b.com | www.907844.com | www.77802c.com | www.444087.com | www.088wy.com | www.71233c.com | www.809215.com | www.cll168.com | www.83033b.com | www.978951.com | www.26878j.com | www.096386.com | www.806292.com | www.2350n.com | www.65707q.com | www.731091.com | www.001hy.cc | www.77210j.com | www.378017.com | www.c528.vip | www.7116c.com | www.87668k.com | www.yc7701.com | www.hjin7.com | www.39058.cc | www.60007r.com | www.520462.com | www.wo41.com | www.6364e.com | www.35155n.com | www.464499.com | www.331616a.com | www.5623c.com | www.60007y.com | www.370155.com | www.768299.com | www.c6883.com | www.022hn.cc | www.9478g.com | www.55228g.com | www.306727.com | www.le33.cc | www.923733.com | www.clh9.com | www.ac3322.com | www.00840d.com | www.80075z.com | www.68568n.com | www.186297.com | www.205883.com | www.388229.com | www.606645.com | www.809182.com | www.887771.com | www.901021.com | www.938527.com | www.777337a.com | www.955484.com | www.lcw997.com | www.cmc.cc | www.885345.com | www.816464.com | www.810716.com | www.708286.com | www.577032.com | www.542672.com | www.321537.com | www.89894e.com | www.77802y.com | www.41518g.com | www.bxcp3.com | www.60007c.com | www.8039g.com | www.535hc.com | www.cp8004.cc | www.786251.com | www.lcw199.com | www.196073.com | www.68682o.com | www.77114x.com | www.5091n.com | www.hx6692.com | www.710930.com | www.lcw997.com | www.52303f.com | www.50052s.com | www.00ac.com | www.535121.com | www.87668s.com | www.83993s.com | www.1035z.com | www.890732.com | www.le33.cc | www.77114y.com | www.08czj.com | www.539126.com | www.54400s.com | www.9478h.com | www.848566.com | www.336440.com | www.99638h.com | www.0014p.com | www.730678.com | www.99677s.com | www.21202z.com | www.870013.com | www.81678l.com | www.3479z.com | www.690477.com | www.79520a.com | www.3933k.cc | www.374277.com | www.88266m.com | www.318548.com | www.083067.com | www.3478v.cc | www.346311.com | www.29178d.com | www.706126.com | www.33997k.com | www.c71.cc | www.281877.com | www.060wy.com | www.196067.com | www.2632d.com | www.317787.com | www.3478e.cc | www.83033m.com | www.fh7557.com | www.90305f.com | www.ya838.com | www.68568a.com | www.939763.com | www.26299b.com | www.813770.com | www.96386k.com | www.602582.com | www.cll168.com | www.yc7701.com | www.fo62.com | www.75538c.com | www.550434.com | www.9889hc.com | www.89894e.com | www.946277.com | www.77114l.com | www.483770.com | www.350zf.com | www.51515v.com | www.810706.com | www.33997.com | www.096308.com | www.904820.com | www.33588k.com | www.068652.com | www.901375.com | www.8816i.com | www.54400e.com | www.588767.com | www.679by.com | www.35918t.com | www.444059.com | www.932779.com | www.5441n.com | www.36787f.com | www.513061.com | www.318548.com | www.12455s.com | www.54400j.com | www.461770.com | www.987581.com | www.3479d.com | www.96386r.com | www.062766.com | www.542770.com | www.864355.com | www.11gpc.com | www.15899.cc | www.80065y.com | www.84499h.com | www.535666e.com | www.700345.com | www.ct6675.com | www.1035aa.com | www.23579.cc | www.80065d.com | www.43131y.com | www.87668s.com | www.188975.com | www.378016.com | www.587810.com | www.702572.com | www.840979.com | www.c2813.com | www.hx1161.com | www.hong663.com | www.885pz.com | www.5086l.com | www.25688n.com | www.68568g.com | www.87668c.com | www.83033d.com | www.80065z.com | www.66332w.com | www.57578b.com | www.50080m.com | www.33598x.com | www.9155g.cc | www.022x.cc | www.9889hc.com | www.84gcw.com | www.dan70.com | www.c5986.com | www.877719.com | www.701548.com | www.397411.com | www.235812.com | www.88065c.com | www.41518t.com | www.60123f.com | www.2350w.com | www.tctx8.com | www.910336.com | www.572899.com | www.178952.com | www.50732h.com | www.50064j.com | www.585hc.com | www.29277y.com | www.266ak.com | www.hcw018.com | www.586775.com | www.84499p.com | www.52303k.com | www.074wy.com | www.915319.com | www.383897.com | www.49956l.com | www.9818w.cc | www.721709.com | www.090040.com | www.50064z.com | www.gy11.com | www.309135.com | www.bxcp3.com | www.bxcp3.com | www.635893.com | www.68568e.com | www.5086u.com | www.766352.com | www.80767v.com | www.3416j.com | www.665881.com | www.68568h.com | www.9889hc.com | www.608587.com | www.36166c.com | www.cly6.com | www.068671.com | www.6364m.com | www.591023.com | www.97655q.com | www.933661.com | www.73736c.com | www.can80.com | www.178673.com | www.37022.cc | www.390675.com | www.50024y.com | www.xinyc3.com | www.84499g.com | www.737298.com | www.36787h.com | www.809215.com | www.33598b.com | www.866248.com | www.99677g.com | www.700345.com | www.61233c.com | www.602475.com | www.61233h.com | www.586960.com | www.9928j.com | www.250552.com | www.66ffx.com | www.91233y.com | www.978931.com | www.99677g.com | www.587502.com | www.2632r.com | www.085366.com | www.946277.com | www.50080s.com | www.300388.com | www.hm2333.com | www.33598s.com | www.yc7701.com | www.32czj.com | www.35918f.com | www.599684.com | www.8499d.com | www.018916.com | www.820933.com | www.3933f.cc | www.26878h.com | www.367562.com | www.xcw866.com | www.44607.com | www.68568g.com | www.560703.com | www.hcjt1.com | www.41518n.com | www.81520o.com | www.542511.com | www.989569.com | www.3933e.cc | www.77803j.com | www.027107.com | www.608850.com | www.c7268.com | www.3126u.com | www.84499p.com | www.87668e.com | www.369053.com | www.722571.com | www.c9337.com | www.2373j.com | www.60007w.com | www.55885h.com | www.138037.com | www.481770.com | www.701504.com | www.976917.com | www.ya088.com | www.3416t.com | www.33588h.com | www.50080b.com | www.096386.com | www.230961.com | www.376395.com | www.564880.com | www.634977.com | www.723013.com | www.815266.com | www.895544.com | www.921677.com | www.318548.com | www.ascp9.com | www.gczj1.com | www.ybao9.com | www.clh9.com | www.cp8015.cc | www.aa8618.com | www.976917.com | www.901307.com | www.807839.com | www.721588.com | www.590761.com | www.501251.com | www.223559.com | www.044592.com | www.60007i.com | www.26299p.com | www.86267r.com | www.35155y.com | www.5854o.cc | www.07hc.com | www.899427.com | www.713667.com | www.526053.com | www.199301.com | www.81678c.com | www.15355v.com | www.68682d.com | www.2408b.com | www.jx68.com | www.609716.com | www.263299.com | www.52072p.com | www.50026r.com | www.910xj.com | www.wcp686.com | www.501206.com | www.77801c.com | www.61655g.com | www.15899.cc | www.535666a.com | www.594611.com | www.88266l.com | www.50064g.com | www.lfu8.com | www.477373.com | www.50080u.com | www.00665.com | www.918795.com | www.fh7557.com | www.61233d.com | www.hx6697.com | www.355205.com | www.86267l.com | www.sxyl1.com | www.403552.com | www.33112j.com | www.202115.com | www.163cp1.cc | www.29277s.com | www.yfa3.com | www.196046.com | www.igcp0.com | www.809573.com | www.78700c.com | www.3479o.com | www.586840.com | www.88266q.com | www.983112.com | www.031059.com | www.202115.com | www.hcw332.com | www.15355j.com | www.652162.com | www.81678y.com | www.868955.com | www.50026w.com | www.gyfc3.com | www.89894l.com | www.081wy.com | www.175221.com | www.3552n.com | www.357165.com | www.8039o.com | www.376387.com | www.6364a.com | www.325826.com | www.1368y.cc | www.009321.com | www.en06.com | www.50024j.com | www.836595.com | www.68568y.com | www.566921.com | www.5441f.com | www.186297.com | www.tlcp2.com | www.50732l.com | www.783306.com | www.36788b.com | www.317299.com | www.9jjc.com | www.08588x.com | www.599849.com | www.3552o.com | www.082965.com | www.950596.com | www.36787d.com | www.187132.com | www.c103.cc | www.49956t.com | www.193006.com | www.912483.com | www.15199.cc | www.60007l.com | www.584499.com | www.267by.com | www.35918d.com | www.354877.com | www.956568.com | www.5484d.com | www.50080t.com | www.399957.com | www.978951.com | www.5091k.com | www.35155w.com | www.303204.com | www.rcw8855.com | www.022yn.cc | www.51515y.com | www.053552.com | www.603224.com | www.cp689.vip | www.6364f.com | www.26878g.com | www.186757.com | www.658997.com | www.hx1116.com | www.1368r.cc | www.33598y.com | www.50054n.com | www.151376.com | www.496918.com | www.djcp009.com | www.qbwc1.com | www.3126f.com | www.29277r.com | www.16878o.com | www.65707m.com | www.099323.com | www.286898.com | www.lcw199.com | www.677375.com | www.858659.com | www.cp3158.com | www.5xgf.com | www.5xcu.com | www.44czt.com | www.1555hc.com | www.6661e.cc | www.3005u.com | www.3933c.com | www.5441w.com | www.6769q.com | www.5854f.cc | www.9889hc.com | www.022jl.cc | www.55ckb.com | www.ztc7.com | www.ck5589.com | www.369888aa.com | www.gyfc6.com | www.178012.com | www.919586.com | www.djcp009.com | www.607323.com | www.483770.com | www.249711.com | www.99638d.com | www.77114b.com | www.50052h.com | www.76520r.com | www.7793j.com | www.787zf.com | www.bxcp4.com | www.861805.com | www.551030.com | www.202419.com | www.60007s.com | www.66598b.com | www.2875d.com | www.5ecp.com | www.814646.com | www.xinyc8.com | www.040452.com | www.99788s.com | www.2934z.com | www.cai009.vip | www.591023.com | www.026350.com | www.87668s.com | www.2875h.com | www.866367.com | www.331215.com | www.33588q.com | www.1248g.cc | www.719969.com | www.131873.com | www.77996c.com | www.088wy.com | www.621319.com | www.80065b.com | www.66730.cc | www.866248.com | www.178135.com | www.77803b.com | www.fh7557.com | www.348177.com | www.77803n.com | www.hm7388.com | www.369053.com | www.73736c.com | www.6769a1.com | www.236380.com | www.35918f.com | www.888258.com | www.80767m.com | www.3479g.com | www.586974.com | www.21202f.com | www.hj8987.com | www.163090.com | www.9155e.com | www.649638.com | www.43131j.com | www.hx6606.com | www.106265.com | www.1035d.com | www.369053.com | www.16878r.com | www.599457.com | www.66376t.com | www.679313.com | www.73736c.com | www.685756.com | www.81233c.com | www.723035.com | www.80767x.com | www.672166.com | www.81233j.com | www.687829.com | www.52072j.com | www.569799.com | www.42969.com | www.376395.com | www.2934h.com | www.178213.com | www.wct3.com | www.49956z.com | www.807860.com | www.39500j.com | www.397411.com | www.9889hc.com | www.77803e.com | www.910576.com | www.60007w.com | www.375736.com | www.99jtk.com | www.51331f.com | www.744418.com | www.26163h.com | www.290282.com | www.hy5501.com | www.91233k.com | www.407872.com | www.gai00.com | www.15355i.com | www.507283.com | www.qm26.com | www.26163h.com | www.452802.com | www.gczj3.com | www.77114t.com | www.332760.com | www.960923.com | www.56666.cc | www.61655c.com | www.645880.com | www.371j.cc | www.16588t.com | www.338063.com | www.908673.com | www.679by.com | www.95333w.com | www.109026.com | www.639012.com | www.66ffd.com | www.39500n.com | www.61233p.com | www.451117.com | www.896165.com | www.664by.com | www.16878r.com | www.50024z.com | www.183380.com | www.661929.com | www.cp8019.cc | www.099wy.com | www.35918b.com | www.50064y.com | www.010986.com | www.388634.com | www.668566.com | www.985576.com | www.ac3177.com | www.2109c.com | www.81520.com | www.77803d.com | www.43818u.com | www.81678i.com | www.178259.com | www.332709.com | www.506972.com | www.607252.com | www.785779.com | www.841077.com | www.911203.com | www.970331.com | www.cb3988.com | www.hy6939.com | www.gocp4.com | www.qucw2.com | www.akw0.com | www.zg39.com | www.cb2788.com | www.az0908.com | www.962095.com | www.927576.com | www.877802.com | www.803875.com | www.zuan222.com | www.606614.com | www.xinyc8.com | www.359932.com | www.193629.com | www.96386o.com | www.2373i.com | www.396.cc | www.hcw823.com | www.811030.com | www.586960.com | www.348499.com | www.031079.com | www.50074a.com | www.66376z.com | www.6364r.com | www.yi648.com | www.luck808.com | www.626212.com | www.364688.com | www.86267j.com | www.87668z.com | www.5086c.com | www.hm3777.com | www.669307.com | www.253529.com | www.50026c.com | www.29277l.com | www.23hf.com | www.670665.com | www.178763.com | www.08588g.com | www.0719.cc | www.915366.com | www.397477.com | www.54400v.com | www.22010.cc | www.980797.com | www.368477.com | www.33997y.com | www.002hy.cc | www.657666.com | www.83033j.com | www.24020.cc | www.879869.com | www.177074.com | www.35155d.com | www.980797.com | www.195880.com | www.50064m.com | www.982090.com | www.xinyc8.com | www.50732q.com | www.hf0688.com | www.236380.com | www.41518m.com | www.guocai667.com | www.063911.com | www.7782y.com | www.927670.com | www.105636.com | www.3933l.cc | www.550417.com | www.81520h.com | www.910282.com | www.71233y.com | www.7qxc.com | www.196081.com | www.5086q.com | www.544097.com | www.52072s.com | www.768806.com | www.32123a.com | www.jx68.com | www.81520m.com | www.23hf.com | www.018916.com | www.66fzc.com | www.043552.com | www.575hc.com | www.202115.com | www.371t.cc | www.106265.com | www.66ffd.com | www.89894k.com | www.ya278.com | www.78949o.com | www.zg39.com | www.51515h.com | www.925831.com | www.91233y.com | www.hcw266.com | www.9818q.cc | www.bizhong55.com | www.66yfa.com | www.66653s.com | www.839991.com | www.49956l.com | www.316546.com | www.en06.com | www.34788u.com | www.620977.com | www.2934y.com | www.89894u.com | www.853548.com | www.26878w.com | www.183799.com | www.983112.com | www.50080f.com | www.368200.com | www.csgc1.com | www.76520s.com | www.282263.com | www.789199a.com | www.39500k.com | www.103380.com | www.789733.com | www.3479k.com | www.50052k.com | www.570831.com | www.lqc5.com | www.50074j.com | www.290282.com | www.898463.com | www.509866.com | www.25688j.com | www.277320.com | www.927986.com | www.2109r.com | www.07163n.com | www.178615.com | www.715920.com | www.069wy.com | www.60108f.com | www.78700f.com | www.444029.com | www.902776.com | www.3126a.com | www.81520p.com | www.81520s.com | www.355225.com | www.703602.com | www.c1350.com | www.3479n.com | www.66376t.com | www.57578d.com | www.178215.com | www.535121.com | www.809215.com | www.caim2.com | www.371n.cc | www.85090.com | www.77802q.com | www.50051g.com | www.77802b.com | www.190302.com | www.384077.com | www.586031.com | www.685044.com | www.777768a.com | www.wycp1.com | www.105ak.com | www.5086i.com | www.9356d.com | www.89911.cc | www.26299x.com | www.41518n.com | www.57578d.com | www.52072h.com | www.57578g.com | www.50080j.com | www.50732c.com | www.36788j.com | www.26878c.com | www.56718.com | www.8667z.com | www.7782l.com | www.699by.com | www.slyl1.com | www.986282.com |