According to a research report issued by Dongguan Securities, the Ministry of Ecology and Environment has recently actively promoted the restart of the carbon trading market in order to give full play to the important role of the market mechanism in controlling greenhouse gas emissions and promoting green and low-carbon technological innovation, Zhitong Financial APP learned. It also emphasizes the in-depth implementation of the 14th five-year Plan for the Protection of the Marine Ecological Environment, the monitoring of China's marine environment and the prevention and control of pollution in the face of global marine environmental pollution. It is suggested that attention should be paid to the fields related to carbon metering and environmental monitoring, such as 002658.SZ, etc., and those related to water environmental protection and pollution control, such as 300070.SZ, 300631.SZ and so on.

Events:On August 28, the Ministry of Ecology and Environment held a regular press conference in August. At the press conference, the national carbon market, marine ecological environment protection and other aspects and the next step of work were explained.

The main points of Dongguan Securities are as follows:

The national carbon market launched quota issuance and compliance work in 2021 and 2022.

Recently, the Ministry of Ecology and Environment organized the national carbon emission rights market to launch quota issuance and compliance work in 2021 and 2022. More than 2, 000 power generation enterprises that have been included in the carbon market have completed quota issuance and comprehensively carried out payment and implementation work. The Ministry of Ecology and Environment has also formulated a flexible implementation policy to help enterprises with a large quota gap to advance the 2023 quota to complete the settlement.

We will promote the resumption of the carbon trading market and encourage the whole society to participate in emission reduction.

On the one hand, improve the carbon emissions market trading system, improve the market function. The Ministry of Ecology and Environment promotes the promulgation of the interim regulations on the Administration of carbon emissions Trading, organizes the preparation of a quota allocation plan for the next implementation cycle, and studies the expansion of industry coverage. And encourage the management agencies of the national voluntary greenhouse gas emission reduction trading system to open a window period to meet the needs of enterprises to update or open new CCER trading accounts, and to serve the newly registered certified voluntary emission reduction ("new CCER") trading market in the future. On the other hand, we will improve the green electricity certification system for renewable energy and promote convergence and coordination with the carbon trading mechanism. Work with the National Development and Reform Commission and the Ministry of Energy to clarify the scope of application of the green card, standardize the examination and issuance of the green card, improve the green card transaction, expand the green electricity consumption, improve the application of the green card, and realize the full coverage of the green card to the renewable energy power. give further play to the role of green card in building a green low-carbon environmental value system of renewable energy power, promoting the development and utilization of renewable energy, guiding the green consumption of the whole society, and perfecting the green card transaction at the same time. We will certify green electricity consumption and promote the convergence and coordination of the Green Certificate with the national carbon emissions trading mechanism and the voluntary greenhouse gas emission reduction trading mechanism.

We will thoroughly implement the 14th five-year Plan for the Protection of the Marine Ecological Environment.

To compile and publish the basic requirements and reference indicators for the construction of the Beautiful Bay, put forward clear and clear construction requirements, set concise and clear construction indicators, and carry out the battle of comprehensive management of key sea areas in an orderly manner, starting with the treatment and control of total nitrogen, we will solidly promote land and sea pollution control, ecological protection and restoration, environmental risk prevention, etc., and constantly strengthen marine environmental supervision with the supervision of sewage outlets into the sea as the summary point. Carry out the third baseline survey of marine pollution, systematically grasp the data of China's marine ecological environment in the new period, and promote the transformation, upgrading and high-quality development of marine economy, aquaculture and mariculture.

Risk Tips:Policy promotion is not as expected, project construction is not as expected, industry competition is intensified, and so on.