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Environmental protection industry into the golden period "13th Five-Year" total investment will exceed 120000
Release time:
2018-08-20
[China's Environmental Protection Online Market] The new policy plan for the 13th Five-Year Plan in 2017 is expected to be fully implemented, with catalytic growth in the first year of the policy. Relevant industry personnel expect the total investment in social environmental protection to exceed 12 trillion yuan during the 13th Five-Year Plan period. At the same time, PPP will become the main logic for the development of environmental protection and public utilities industry in the next 3-5 years. In 2017, we can expect the rapid release of relevant enterprises' performance and the transformation of achievements.
The first year of the "13th Five-Year Plan" policy. In 2016, the three major plans were fully implemented, part of the "13th Five-Year Plan" consultation drafts were implemented, and the new policy plan of the "13th Five-Year Plan" in 2017 is expected to be fully implemented. The policy will catalyze growth in the first year. The existing "13th Five-Year Plan" consultation The draft has been greatly expanded compared with the "Twelfth Five-Year Plan.
The implementation of supporting funds has been accelerated. According to the requirements of the ten plans for atmosphere, water and soil, it is estimated that the total investment in social environmental protection during the 13th Five-Year Plan period will exceed 12 trillion yuan, of which 1.7 trillion yuan is expected to be invested in the atmosphere industry, 5 trillion yuan in the water treatment industry, and 5-6 trillion yuan in the soil treatment and solid waste industries. The investment funds have increased significantly, and supporting incentive measures are expected to be accelerated.
Investment-driven growth, PPP projects a large number of landing, is expected to quickly translate into performance. The PPP public-private partnership model, which is mainly encouraged and supported by the state, has accelerated the landing of environmental protection and public utility projects. In recent years, PPP projects have been put into storage and landed on a large scale. The rise of horse racing enclosure movement in various places has introduced a large number of incremental markets for the rapid development of environmental protection industry and public utility industry, prompting the explosive growth of industry scale and company performance. PPP will become the main logic for the development of environmental protection and public utility industry in the next 3-5 years, after the substantial landing of the project in 2016, the performance of relevant enterprises can be expected to be released quickly and the results can be transformed in 2017.
Data source: public data collation
Data source: public data collation
Total investment in inbound PPP projects continues to grow
Data source: public data collation
Data source: public data collation
The essence of third-party governance, government procurement services, etc. The implementation of policies and pilot projects such as emissions rights, water rights and carbon emissions trading. The promotion of environmental tax policy. Investment and financing channels continue to enrich, industrial funds and companies will be more extensive and profound cooperation. The reform of state-owned enterprises may bring thematic investment opportunities. The promotion of the Internet, the wisdom of environmental protection, based on the large database on the basis of pollution control efficiency will be higher.
Data source: public data collation
Original title: 2017 China's environmental protection industry policy fund investment analysis [figure]]
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