环保行业周报：政策深化危废监管改革，驱动危废行业再升级

Investment Rating - The report maintains a "Buy" rating for key companies in the environmental sector, including High Energy Environment, Huicheng Environmental, and Hongcheng Environment [10][7]. Core Insights - The report highlights the recent policy reforms aimed at enhancing hazardous waste management, which is expected to drive upgrades in the hazardous waste industry. The new guidelines from the Ministry of Ecology and Environment emphasize the need for improved collection and disposal capabilities, as well as the optimization of hazardous waste utilization methods [4][30]. - The report also notes the issuance of guidelines for wastewater treatment in the steel industry, which aims to improve water efficiency and promote resource utilization [32][30]. - The macroeconomic environment is characterized by historically low interest rates, making high-dividend assets and growth-oriented companies attractive for investment [5][42]. Summary by Sections 1. Weekly Investment Insights - The Ministry of Ecology and Environment issued a draft guideline to enhance hazardous waste management, aiming for 100% coverage of information-based environmental supervision by 2027 [17][30]. - The Ministry of Housing and Urban-Rural Development released a draft guideline for wastewater treatment in steel enterprises, focusing on improving water efficiency and controlling wastewater discharge [32][30]. - The environmental sector is currently experiencing low valuations and institutional holdings, indicating a potential for continued rebound [42]. 2. Sector Performance Review - The environmental sector outperformed the broader market, with a weekly increase of 3.53%, compared to 1.81% for the Shanghai Composite Index [49]. - Key stocks in the environmental sector showed significant price movements, with Guozhen Environmental leading with a 23.13% increase [49]. 3. Industry News Recap - The report covers various industry developments, including the release of air pollution prevention plans in Guangxi and guidelines for equipment upgrades in key industrial sectors [61][62]. - The National Development and Reform Commission published a list of technologies for green technology promotion, which includes various sectors such as energy and environmental protection [62]. 4. Key Announcements Summary - Several companies in the environmental sector made significant announcements, including financing arrangements and project contracts, indicating active engagement in the market [65].