The central inspector group said! The front page of the beijing-tianjin-hebei party newspaper talked about the matter

time2017/11/17

The central inspector group said! The front page of the beijing-tianjin-hebei party newspaper talked about the matter

In recent days, in the ministry and the surrounding areas of the beijing-tianjin-hebei region to strengthen the supervision for the control of air pollution, the hebei daily, tianjin daily, Beijing daily, the official media, such as the news of the local government supervised and pollution control are to occupy the important position of the front page. In addition, the ministry of environmental protection is expected to complete the work on emissions permits by the end of October to complete the beijing-tianjin-hebei region and surrounding steel enterprises, according to media reports. It is planned to release the emission permits for the copper lead and zinc smelting industry in the region by the end of December. Today, A shares of environmental protection plate early rise.

Wall Street has repeatedly mentioned that the increasingly strict environmental supervision will not only affect the green sector, but also may have a positive impact on the non-ferrous and black sectors. Beijing-tianjin-hebei successive deployment meeting environmental work according to the ministry's website 23 news release, the ministry of beijing-tianjin-hebei and surrounding areas to strengthen supervision, concluded: according to more than 4 months to strengthen the supervision work experience, the prevention and control of atmospheric pollution in accordance with the "beijing-tianjin-hebei in and around 2017-2018 action plan for comprehensive control of atmospheric pollution engines in the fall and winter, autumn and winter to strengthen the supervision of air pollution will focus on is adjusted for: one is to put the solid industrial enterprises," messy "comprehensive improvement and cluster results as a holdout, increasing industrial source supervision, including industrial dust management situation, industrial enterprises eliminated and relocation, volatile organic compounds (VOCs) governance situation, construction site dust management, rectification of gas station, such as industrial enterprises discharging standard management situation, the" messy "and comprehensive improvement situation, key industry cluster enterprises discharge permit distribution;

The second is to take the coal reduction and the reform as the main target, and strengthen the supervision and inspection of coal burning, including the elimination and transformation of small boilers, clean heating and replacement of coal; Third, we should properly deal with the wrong peak production and heavy pollution weather as an important means of emergency protection, and focus on the implementation of the emergency measures and the implementation of the wrong peak production. CAI qi, Beijing communist party secretary presided over 22, Beijing deep reorganization meeting, review the implementation scheme of control of pollutant discharge permit system in Beijing, to implement the central national capital standards decision deployment, strategic positioning of do not conform to the capital city of discharge permit issued by the industry will not be in the industry specification, emissions standards to perform the most stringent environmental standards, strengthen the strict law enforcement in law enforcement supervision and joint punishment. 23, hebei provincial governor hsu chaired a work leading group meeting for the control of air pollution in hebei province, the implementation of beijing-tianjin-hebei group collaboration for the control of air pollution in and around the 10th meeting of the deployment, accurate identification of pollution sources, pollution area and pollution, highlight the coal management and strong governance, promote rural scattered coal time limit reset small coal-fired boilers, strictly control the total coal consumption and speed up the disposal "messy" enterprises, comprehensive control of industrial pollution, strictly control the mobile source and non-point source pollution.

Tianjin municipal party committee secretary hong zhong, vice secretary of municipal party committee and mayor of dong-feng wang 23 into municipal meteorological bureau and the municipal environmental protection bureau investigation of air pollution prevention and control work, check the deployment of air quality and meteorological service security during the national games. Hong zhong, stressed that the national air quality assurance and control of air pollution, the environmental protection supervision feedback corrective to carry out the combination, strengthen responsibility bear, vigorously promotes the law enforcement inspection, efforts to do a good job of prevention and control of atmospheric pollution. Environmental supervision to strengthen the logic: reform of the supply side Days the wind strategy Xu Biao team previously believed, understand the strengthening of environmental protection supervision, only from the Angle of supply side reform: in addition to the tough environment protection, we believe that the environmental supervision is far-reaching, and deeper logic behind support.

As early as April 16 years, the ministry is issued "about positive play a role of environmental protection to promote structural reform guidance" supply side, just mentioned including "to strengthen the environment hard constraints, promote removal of backwardness and excess capacity", the main task, the environmental protection to be completed and supply side together structural reforms. Earlier this year the beijing-tianjin-hebei in and around 2017 work plan for the control of air pollution (draft in February, march formally issued by) also reflected the concept, compared with the previous version, more emphasis on the environmental air pollution prevention and control of a combination of action and supply side of the reform. If 16 years for coal and steel production capacity to be through administrative means to change more, so from this in the future, in the environmental protection element after intervention, to capacity will increase by a kind of important technical means, the part of the lateral contraction cycle product supply will more than expected. In summary, we believe that the central supervision or environmental protection organizations around beijing-tianjin-hebei, coverage and inspections are unprecedented, but still need to distinguish between on niche business or product.

Cycle industry has a magnificently out nearly 3 months "bull market", from the initial liquidity improved logic, to the high frequency data, economic indicators reflect demand recovery logic, by this time the environmental protection supervision and offer the gift again. At this point in time, unless demand is fully anticipated, cyclical stocks may face differentiation, with recommendations focusing on industries that have an exact limit on production. From the environmental protection agency, and the surrounding department of environmental protection of the beijing-tianjin-hebei region of recent documents, there is a clear limit production index of industry or commodities include: steel, alumina, electrolytic aluminum, carbon, etc., and other "small scattered corrupt" key enterprises (see table). Environmental protection, black, colored or positive effects on environmental supervision in north China will be enhanced, and the environmental, non-ferrous and black sectors may have a favorable impact.

The China securities research journal noted that environmental supervision and policies are expected to continue to be added in the second half of the year. National two sessions this year had been put forward to strengthen prevention and control of atmospheric pollution, water pollution and soil pollution prevention and control, one of the current focus of environmental protection and specifically in the second half of the work is to speed up the environmental protection institutions below the provincial level monitoring and supervision law enforcement vertical management system reform, to carry out the pilot cross-regional environmental protection agencies. The detailed rules, the clarity of the system and the depth of supervision will continue to catalyze the capital market's attention to the environmental protection sector. Choose a treasure theme, according to the data library in early trading today such as wastewater treatment, solid waste treatment and environmental protection plate led: previously, the influence of the environmental supervision and limit production, iron ore, rebar futures also increases obviously, aluminum and other non-ferrous black