环保行业周报：技术创新助推减污降碳，大气治理迎新机

Investment Rating - The report maintains an "Overweight" rating for the industry [1] Core Insights - Technological innovation is driving pollution reduction and carbon emission cuts, with new policies enhancing air quality [3] - The report highlights the importance of advanced pollution control technologies and government initiatives aimed at improving air quality in Guangdong Province [3][22] - The macroeconomic environment is favorable for high-dividend and growth-oriented assets, particularly in the environmental sector [4] Summary by Sections 1. Weekly Investment Insights - The Ministry of Ecology and Environment released the 2024 National Pollution Prevention Technology Guidance Directory (draft), which includes 19 pollution control technologies [14][21] - Guangdong Province's government issued an action plan for continuous air quality improvement, targeting a PM2.5 annual average concentration below 22 µg/m³ by 2025 [22][27] - The environmental sector is currently at historical low valuations, indicating potential for rebound [50] 2. Sector Performance Review - The environmental sector underperformed compared to the broader market, with a weekly decline of 2.29% [57] - Notable stock performances included Hanwei Technology (+17.81%) and Qiaoyin Co. (+8.23%), while Anche Detection (-9.80%) and Shuangliang Energy (-9.16%) saw significant declines [57] 3. Industry News Recap - The Inner Mongolia Autonomous Region has allocated its 2025 central air pollution prevention funding ahead of schedule [5] - The Ministry of Industry and Information Technology announced plans for a Green Low-Carbon Standardization Technical Committee [5] 4. Key Announcements Summary - The report emphasizes the importance of advanced pollution control technologies and government initiatives aimed at improving air quality in Guangdong Province [3][22] - The report recommends focusing on leading companies in the air pollution control sector, such as Qingxin Environment and other major players [3][50]