环保行业深度跟踪：科研仪器国产加速，聚焦业绩超预期个股

Group 1 - Industry investment rating is "Buy" [2] - The core viewpoint emphasizes the acceleration of domestic research instrument localization and highlights companies with expected performance exceeding forecasts [6][11] - The report suggests focusing on companies like 聚光科技 (Juguang Technology), 中再资环 (China Recycle), and 瀚蓝环境 (Hanlan Environment) due to their strong growth potential [6][11] Group 2 - The report indicates that 13 companies in the environmental sector released their 2024 performance forecasts, with 英科再生 (Inco Recycling) showing significant growth, expecting a net profit of 296 to 330 million CNY, representing a year-on-year increase of 51.3% to 68.7% [11][12] - The report highlights the importance of dividend assets in 2025, with a focus on companies that show clear marginal improvements [6] - The environmental sector is currently at a historical low in valuation, with the GFHB sample stock PE-TTM at only 17.75 times, indicating potential for a bottom reversal [30][34] Group 3 - The report tracks policies related to carbon neutrality, including the release of carbon footprint accounting standards for industrial products, which aim to guide enterprises in low-carbon transformation [13][14] - It notes that the carbon trading market is experiencing historically low transaction volumes, with the latest price at 94.95 CNY per ton [15] - The report reviews significant policy updates, including initiatives for industrial green low-carbon transformation and the promotion of energy-saving technologies [19][20] Group 4 - The report provides updates on key company announcements, such as 瀚蓝环境 (Hanlan Environment) receiving approval for an overseas investment project and other companies winning significant contracts [27][28] - It tracks the performance of various sub-sectors within the environmental industry, noting increases in monitoring, recycling, and water treatment sectors [34][39] - The report emphasizes the need for companies to adapt to changing policies and market conditions to maintain competitiveness [19][20]