环保行业点评报告：加快经济社会发展全面绿色转型，预计至2030年节能环保产业规模复合增速约7.2

Investment Rating - The investment rating for the environmental protection industry is "Positive" and is maintained [5]. Core Viewpoints - The report highlights the issuance of the "Opinions on Accelerating the Comprehensive Green Transformation of Economic and Social Development" by the Central Committee and the State Council on August 11, 2024, which aims for significant progress in green transformation by 2030 and a comprehensive transition to a low-carbon economy by 2035 [4][5]. - The report anticipates a compound annual growth rate (CAGR) of approximately 7.2% for the energy-saving and environmental protection industry, projecting a market size of around 15 trillion yuan by 2030 [4][5]. - Key areas of focus include the green transformation of industrial structures, energy systems, transportation, and urban development, along with the implementation of comprehensive conservation strategies and the promotion of green consumption models [4][5]. Summary by Relevant Sections Policy and Market Outlook - The report emphasizes the systematic deployment of green transformation strategies at the central government level, which includes five major areas and three key links aimed at forming a resource-saving and environmentally friendly economic structure [4]. - By 2030, the non-fossil energy consumption ratio is expected to increase to around 25%, with specific targets for carbon emissions and waste utilization [4]. Industry Opportunities - The report identifies significant opportunities for companies involved in carbon reduction, such as those in the recycling sector and advanced environmental technologies [5]. - It highlights the benefits for companies engaged in hydrogen energy, waste incineration, and carbon capture utilization and storage (CCUS) as the government pushes for non-fossil energy development [5]. Infrastructure and Technological Development - The report notes the importance of developing infrastructure for hydrogen refueling stations and the electrification of public service vehicles, which will benefit companies in the new energy sanitation and hydrogen fuel cell sectors [5]. - It also mentions the establishment of a carbon emission accounting system and the potential benefits for companies involved in carbon monitoring and testing [5].