湖北生态环境权益交易平台建立了全国首个规范的生态产品价值实现交易模块。通过科学的生态产品价 值核算体系，为清新的空气、洁净的水源、丰富的碳汇、优美的景观等"无价"的生态产品贴上"价格标 签"，并上线交易。十堰市的优质水资源、荆州市的洪湖流域碳汇等项目作为首批生态产品亮相。 湖北生态环境权益交易平台于10月18日上线运行，该平台建设深植于湖北省在资源环境要素领域已形成 的显著比较优势与深厚数据积累。湖北在全国各试点碳市场中汇聚了最丰富的交易主体、实现了最大的 交易规模，并保持着最活跃的碳金融创新态势。同时，排污权交易试点也长期走在全国前列，生态产品 与固废资源极为丰富。受益于此，与传统单一品种交易平台不同，湖北生态环境权益交易平台首创性地 实现了碳排放权、排污权、生态产品价值实现、固体废物资源化利用、绿色金融服务五大核心功能的系 统整合与协同运作，业务范畴横跨生态、金融、经济等多个领域，正成为推动绿色低碳转型的重要引 擎。 截至目前，湖北生态环境权益交易平台运行一个月，目前平台注册用户已突破200万，累计交易额650亿 元，累计融资规模达2576亿元。面向未来，生态环境权益交易平台将积极发挥要素配置功能，有效支 ...

Investment Rating - The report maintains a rating of "Buy" for key companies in the environmental sector, including Huicheng Environmental, GaoNeng Environment, and HongCheng Environment [4][7]. Core Insights - The establishment of the ecological environment rights trading platform in Hubei province is expected to significantly benefit carbon trading and management sectors, with a focus on building a comprehensive trading center by 2030 [11][18]. - The joint development plan between Anhui and Henan provinces aims to create a cross-province pollution prevention and control system, enhancing opportunities for the environmental industry [19][26]. - The current macroeconomic environment, characterized by historically low interest rates, presents a favorable backdrop for investing in high-dividend and growth-oriented assets within the environmental sector [2][27]. Summary by Sections Carbon Trading Market - The national carbon market saw a price increase, with the highest price reaching 55.67 CNY/ton and a total trading volume of 7.5 billion tons since inception [2][32]. - The report highlights the potential for growth in hazardous waste management and recycling sectors, recommending companies like GaoNeng Environment and Huicheng Environmental [2][28]. Industry News - Recent policies in Yunnan and Inner Mongolia aim to enhance pollution control and energy efficiency in the cement industry, indicating a broader trend towards stricter environmental regulations [3][42]. - The environmental sector underperformed compared to the broader market, with a reported increase of 2.61% against the Shanghai Composite Index's 2.88% [32][39]. Key Companies - Huicheng Environmental is noted for its strong technological capabilities and ongoing projects in hazardous waste management, with a significant focus on plastic recycling [28][30]. - GaoNeng Environment aims to become a leading global environmental service provider, benefiting from increased orders due to regulatory changes [29][30]. - HongCheng Environment is recognized for its consistent revenue growth and high dividend payouts, making it an attractive investment option [28][30].

Core Viewpoint - The Hubei Province Ecological Environment Rights Trading Platform has officially launched, enabling the realization of "ecological product value" transactions, marking a significant step in transforming ecological assets into tradable "living assets" [1] Group 1: Platform Features - The platform allows for the scientific valuation of clean air, clean water, abundant carbon sinks, and beautiful landscapes, facilitating their conversion into tradable assets [1] - It integrates five core functions: carbon emission rights, pollutant discharge rights, ecological product value realization, solid waste resource utilization, and green financial services [1] - The platform employs an innovative model combining online convenience with offline precision matching, enhancing transaction efficiency [1] Group 2: Market Performance - The carbon market on this platform has achieved a cumulative transaction volume exceeding 100 billion yuan, ranking first in the country [1] Group 3: Related Companies - Key listed companies involved include Huayin Power and Changyuan Power [1]

Core Viewpoint - The launch of the Hubei Ecological Environment Rights Trading Platform marks a significant breakthrough in the construction of factor trading platforms, facilitating the service of a unified national market and promoting domestic economic circulation [1][2]. Group 1: Platform Features - The Hubei Ecological Environment Rights Trading Platform integrates five core functions: carbon emission rights, pollutant discharge rights, ecological product value realization, solid waste resource utilization, and green financial services [2]. - The platform employs a scientific ecological product value accounting system to assign price tags to "priceless" ecological products such as clean air, clean water, carbon sinks, and beautiful landscapes [2]. Group 2: Market Development - Hubei has established itself as a leader in the carbon trading market, with a cumulative transaction volume exceeding 10 billion yuan, maintaining its position at the forefront of the nation [2]. - The province's pollutant discharge rights trading scale ranks among the top in the country, contributing to the rapid development of the energy-saving and environmental protection industry [2]. Group 3: Operational Framework - The platform aims to create an operational system characterized by data empowerment, unified rules, market linkage, regional collaboration, precise allocation, and comprehensive supervision [2]. - The platform offers online services through four systems for streamlined access and offline services for qualification review, financial support, and demand matching, fostering an open factor trading market [2].