环保行业周报：土壤污染防控获推进，固废、危废处置望受益

Investment Rating - The report maintains an "Overweight" investment rating for the environmental protection sector [1]. Core Insights - The report highlights the advancement of soil pollution prevention and control, with specific plans set by the Ministry of Ecology and Environment, aiming for over 90% compliance in soil pollution hazard rectification by 2027 and a 94% safety utilization rate of contaminated farmland by 2030 [4][29]. - The report emphasizes the importance of source prevention in soil pollution management and recommends focusing on leading companies in solid waste treatment and those with advanced environmental technologies [4][46]. - The report notes that macroeconomic interest rates are at historical lows, making high-dividend assets and growth-oriented companies attractive investment opportunities [5][47]. Summary by Sections 1. Weekly Investment Insights - The Ministry of Ecology and Environment has issued the "Soil Pollution Source Prevention Action Plan," which outlines specific goals and requirements for soil pollution management [15]. - Shandong Province has released implementation opinions on strengthening ecological environment zoning control, emphasizing a systematic approach to environmental management [30][31]. 2. Market Performance Review - The environmental protection sector underperformed compared to the broader market, with a decline of 4.43% against a 3.52% drop in the Shanghai Composite Index [52]. - The report identifies top-performing stocks in the environmental sector, including Anche Detection and Xuelang Environment, while noting significant declines in others like Shuangliang Energy [52]. 3. Industry News Recap - The Ministry of Ecology and Environment has reviewed and approved the revised draft of the National Hazardous Waste List, which is crucial for environmental management [64]. - The first Energy Law of China has been enacted, effective January 1, 2025, which will impact energy development and management practices [64]. - A comprehensive air quality improvement plan has been implemented in Kunshan City, focusing on multi-pollutant reduction and environmental management [65].