Five industries such as energy saving and environmental protection will enter a period of rapid development

The Central Economic Work Conference (hereinafter referred to as the "Meeting") not only sets the tone for the national economic work next year, but also outlines the future development prospects of many industries. A number of industry insiders told this reporter that the five major sections of energy conservation and environmental protection, new energy, agriculture, new materials, and consumption are the focus of this meeting and will enter the period of development opportunities in the future.

Energy conservation, environmental protection and new energy will benefit In the communique issued this time, energy conservation and environmental protection are the only strategic emerging industries that have been explicitly mentioned. The meeting proposed to strengthen energy conservation and emission reduction and address climate change, vigorously develop a green economy, improve the government's responsibility assessment and evaluation system for energy conservation and emission reduction targets, further play a market role, improve the incentive and restraint mechanisms, and strengthen the energy saving and emission reduction of enterprises and the whole society. Strengthen the construction of key energy conservation projects, vigorously develop circular economy and environmental protection industries, accelerate the research and development and application of low-carbon technologies; strengthen pollution control in key river basins, regions, and industries; accelerate the establishment of ecological compensation mechanisms; implement action targets for controlling greenhouse gas emissions and actively respond to Global Climate Change International Cooperation.

“Energy conservation and environmental protection ranks first in the seven strategic emerging industries, involving energy conservation and environmental protection technologies, equipment, products and services, and the future investment will continue to expand.” Xu Jingsheng, former deputy director of the National Chemical Energy Conservation and Emission Reduction Center, told this newspaper This year, the national investment in the field of energy conservation has reached 88.3 billion yuan, and it will reach 450 billion yuan during the 12th Five-Year Plan period. The environmental protection investment demand during the "12th Five-Year Plan" is even greater.

Vice Minister Wu Xiaoqing of the Ministry of Environmental Protection previously stated that during the 12th Five-Year Plan period, China’s demand for environmental protection investment will exceed 3 trillion yuan. Shenyin Wanguo issued a report stating that, conservatively, the annual growth rate of investment in the environmental protection industry from 2011 to 2015 will be as high as 18%.

Although the meeting did not explicitly mention new energy sources, the mentioned “strive to develop a green economy,” “establish ecological compensation,” and “control greenhouse gas emissions” are all closely related to the proportion of new energy sources in the energy mix. Industry insiders expect that new energy will continue to be the focus of policy support next year.

“The current state’s support for new energy has been relatively large. For example, the Ministry of Finance’s support for a biofuel project in Inner Mongolia is as high as tens of millions. But it is also necessary to change some of the old concepts, and we cannot think that China’s coal can be more comfortable.” Wang Mengjie, member of the Energy Research Committee of the Academy of Sciences, told this reporter yesterday that it is expected that subsidies for new energy will continue in the country next year, and some areas with less subsidies will also be included in the subsidy range.

"China will achieve the goal of non-fossil energy accounting for 15% of primary energy consumption by 2020 and a 40%-45% reduction in CO2 emission intensity per unit of GDP compared to 2005. It will focus on the development of three types of non-fossil energy, namely nuclear power, Hydropower, non-hydro-energy other non-fossil energy sources, among which wind energy, solar energy, biomass energy and nuclear power can all be included in the list of new energy sources, and the development progress of energy-saving and environmental protection industries is also closely related to these goals.” National Development and Reform Commission Energy One of the researchers said.

Galaxy Securities analyst Feng Dajun suggested that investors can choose investment targets from three aspects: First, companies with greater performance flexibility may break through the valuation space constraints; second, subject-driven companies that can stimulate market hotspots; A company with steady growth in performance and less affected by the macro and market environment.

Agrochemicals and new materials usher in an opportunity period in agriculture. The Central Economic Work Conference proposed that more credit funds be allocated to the “three rural” areas next year, and the area for grain sowing will also be effectively guaranteed. The subsidies for agricultural production will continue to increase, and the purchase price for grain will continue to increase steadily. improve.

“These points will become favorable policies for China's agrochemical market in 2011. It is expected that the demand for fertilizers in China will increase next year this year. The financial subsidies will encourage farmers to increase input, and there will be greater opportunities for high-quality fertilizers.” China Chemical Network analyst Zhang Ming told this reporter.

He said that small and medium-sized chemical fertilizer enterprises will have a larger living space next year, and the contradiction between overcapacity in the urea and phosphate fertilizer industry will be temporarily alleviated before next May, and the industry development status in the middle and second half of the year will be regarded as the re-adjustment of export tariffs and the international market. According to the trend. On the whole, the intention of the central government to ensure agriculture and promote the healthy development of agriculture will be revealed next year, and the overall profitability of the fertilizer industry will be significantly higher than in 2010.

In terms of new materials, the meeting proposed that we must adjust and optimize the industrial structure to enhance the core competitiveness of the industry; accelerate the transformation and upgrading of traditional manufacturing industries, foster a batch of competitive enterprises and industries that meet market needs, possess core technologies, attach importance to innovation, and have flexible mechanisms. Industrial concentration; earnestly strengthen the company's dominant position in technological innovation, promote the close integration of production, learning and research, and solidly develop strategic emerging industries.

Experts from the National Engineering Research Center for Rare Earth Materials told reporters that since the beginning of this year, the number of new projects and the scale of investment in new material projects have expanded dramatically. According to reports, with the opening of the "12th Five-Year Plan", two new rare earth and semiconductor materials projects recently applied for the 863 program, which has received a national allocation of 300 million yuan. This investment scale "has never been seen before." . The policy's emphasis on new materials and the degree of support allow the industry's confidence to multiply. It is believed that it has ushered in the golden period of development.

The modern service industry will have major developments in the consumer category. The meeting focused on the need to adjust and optimize the demand structure, increase the driving force for consumption, focus on improving the people's spending power, improve the conditions for the consumption of residents, cultivate new consumer hot spots, and accelerate the expansion of services. The scale of the industry will comprehensively improve the service industry, especially the modern service industry.

All along, the development level of the service industry is an important indicator of the degree of modernization of a country and a region. It is an important content that reflects the comprehensive strength of a country and a region. Accelerating the development of the service industry is a strategic measure to transform the mode of development and adjust the economic structure.

Taking tourism in the service industry as an example, China has now entered the middle to late stage of industrialization. Some big cities such as Beijing and Shanghai have entered the era of post-industrialization from the perspective of the service industry. "Increase in income" and increase in consumption rate are the inherent requirements and inevitable trends of economic development.

According to the statistics of China Investment Securities, in 2011, seven high-speed rail lines will be completed, including Ha Da, Guangshenang, Jingshi, Shiwu, Nanjing-Hangzhou, Hangzhou-Ningbo and Xiamen-Shenzhen. As a strategic emerging industry with priority for development during the “12th Five-Year Plan” period, the centralized construction and opening of the high-speed rail will not only benefit the industry itself, but will also have an important impact on the economic structure of the region along the route, and will play a significant role in tourism markets along the route. Boost effect.