环保行业点评报告：加力扩围实施“两新”，增加资金支持，促进再生资源高质量发展

Investment Rating - The report maintains an "Overweight" rating for the environmental protection industry [1] Core Viewpoints - The report highlights the implementation of new policies aimed at promoting high-quality development in the recycling resources sector through increased financial support and expanded areas of focus [4][5] - Key areas of support include industrial equipment updates, energy-efficient devices, and the recycling of consumer goods, with a particular emphasis on high-end, intelligent, and green technologies [4][5] - The report suggests that the demand for environmental equipment is expected to be released due to the focus on environmental infrastructure as a key support area [4][5] Summary by Relevant Sections Policy Directions - The report outlines the expansion of support for equipment updates to include electronic information, safety production, and facility agriculture, in addition to existing sectors [5] - Loan interest subsidies for equipment updates have increased from 1% to 1.5%, with additional funding from special long-term bonds [5] - The report emphasizes the need for clear diagnostic standards for equipment updates, focusing on energy consumption, emissions, and safety [5] Consumer Goods Recycling - The scope of consumer goods recycling has been expanded to include more categories, such as digital products and electric bicycles, with specific subsidy standards established [5] - The report details the increase in subsidies for scrapping old vehicles and appliances, with maximum subsidy amounts raised [5] Resource Recovery and Utilization - The report stresses the importance of enhancing recycling capabilities and establishing a standardized network for resource recovery [6] - It highlights the need for regulatory measures to ensure the proper handling of waste electrical and electronic products, with a focus on promoting the use of recycled materials in production [6]