环保行业周报：关注电改的电建辅机投资机会

Investment Rating - The report maintains an "Overweight" rating for the environmental protection sector, consistent with the previous rating [1]. Core Viewpoints - The report emphasizes investment opportunities in the electric power construction auxiliary machinery sector, particularly in light of electricity reform [1]. - The report highlights the need for enhanced power system regulation capabilities due to increased load variability from renewable energy sources, which is expected to drive demand for flexible coal power modifications and energy storage solutions [6][7]. Summary by Sections Weekly Investment Perspective - The National Energy Administration issued a notice to improve renewable energy consumption and ensure high-quality development, indicating a growing demand for power system regulation capabilities [6]. - The installed capacity of solar and wind energy is projected to grow significantly, with solar power increasing by 55% and wind power by 21% year-on-year in 2023 [6]. Environmental Sector Weekly Performance - The environmental sector index experienced a decline of 5.18%, while the gas and water sectors saw increases of 1.66% and 2.92%, respectively [10]. - Top-performing stocks included Xingrong Environment (+7.17%) and Hongcheng Environment (+5.04%), while the largest declines were seen in Xianhe Environment (-31.48%) and Xingyuan Environment (-23.17%) [10]. Carbon Neutrality Sector Tracking - The national carbon market saw a transaction volume of 910,900 tons, a decrease of 34% from the previous week, with an average transaction price of 96.60 yuan/ton [12]. - Local carbon quota transactions increased by 29%, with an average price of 41.82 yuan/ton, remaining stable compared to the previous week [12]. Important Events in the Environmental Sector - The Ministry of Ecology and Environment, along with other departments, launched a three-year action plan for marine garbage cleanup in coastal cities, targeting significant reductions in marine waste by 2027 [17]. Major Announcements from Environmental Listed Companies - Qianjiang Water Conservancy plans to raise up to 581 million yuan through a private placement to fund various water treatment projects [18]. - Yuhua Tian signed a share transfer agreement, transferring 23.9 million shares of Yuhua Tian Environment Development Group [19].