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  • 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

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    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

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