环保行业周报：完善碳排放统计核算体系工作方案出台，奠定全国范围碳排放双控基础

Investment Rating - The industry rating is "Positive" (maintained) [5] Core Insights - The carbon emission statistical accounting system is being improved, laying the foundation for the nationwide dual control of carbon emissions [2][28] - Yingfeng Environment has rapidly increased its sanitation project orders, winning 15 projects with a total value of approximately 1.34 billion yuan [2][30] Summary by Sections 1. Weekly Insights - The National Development and Reform Commission issued a plan to improve the carbon emission statistical accounting system, aiming to establish annual and quick reporting systems by 2025 and a comprehensive statistical accounting system by 2030 [2][28] - Yingfeng Environment has won 15 sanitation projects since the second half of this year, totaling about 1.34 billion yuan [2][30] 2. Market Review - From October 21 to October 25, 2024, the Shanghai and Shenzhen 300 Index rose by 0.79%, while the environmental index increased by 5.85%, ranking 5th among 31 first-level industries [3][33] - The air pollution control sector surged by 26.94% this week, while the water management sector rose by 4.34% [3][35] 3. Investment Recommendations - Recommended companies include: - Jingjin Equipment (leading in filter press industry) - Weiming Environmental (leading in waste incineration operations) - Hanlan Environment (integrated operator expanding in Thailand) - Yingfeng Environment (leading in high-end sanitation equipment) [4] 4. Industry Dynamics - The Ministry of Ecology and Environment reported improvements in air and surface water quality for the first three quarters of 2024, with PM2.5 average concentration down by 3.6% year-on-year [45][46] - The National Development and Reform Commission issued a plan to enhance the carbon emission statistical accounting system, with significant progress expected by 2025 [48]