国家能源局下发《关于征求2021 年可再生能源电力消纳责任权重和2022—2030 年预期目标建议的函》，以确保完成2030 年非化石能源占比的目标。《征求建议函》提到，2030 年全社会用电量在11 万亿千瓦时。按照26%占比预测，风电和光伏累计装机或将不低于16 亿千瓦（1600 吉瓦）。

《浙江省能源发展“十四五”规划（征求意见稿）》发布，从规划内容看，浙 江省能源体系将明确向清洁、低碳方向转型，利好光伏、海上风电、天然气、 核电较快发展；同时，本次规划也兼顾了能源安全，为煤电留出了稳妥增量。 近日，中央全面深化改革委员会第十八次会议审议通过《关于建立健全生态产 品价值实现机制的意见》，生态产品价值实现机制的建立将降低环保产业对于 政府财政的依赖程度，固废、污水处理、土壤修复等产业链盈利逻辑及资金来 源有望获得厘清，各细分板块龙头长期业绩弹性料将更有保障。推荐长江电力、 华电国际（A&H）、华润燃气（H）、深圳燃气、北控城市资源（H）、瀚蓝 环境、国检集团、电科院等。

Water well drilling can be done either mechanically or manually and the equipment differs from simple & cheap to sophisticated. These services are provided to industrial sectors, agricultural sectors, household sectors, commercial sectors, educational sector, and others. The global water well drilling services market is analyzed on the basis of its prospects and future growth rate. The report highlights numerous factors that influence the growth of the market. These include market forecast, drivers, restraints, opportunities, and role of different key players operating in the market.

Fire sprinkler system includes set of components of a fire suppression system that discharges water after predetermined temperature exceeds and fire is detected. Fire sprinkler system restricts spread of fire by extinguishing it in its early stages. The basic components of fire sprinkler systems include alarm valve, stop valve, fire sprinkler head, alarm test valve, and motorized alarm bell. Fire sprinkler system are employed in various sectors such as energy & power, oil & gas, manufacturing, transportation, and mining. For the purpose of analysis, the market is segmented into type, component, technology, application, and region. Depending on type, the market is segmented into products and services. The products segment is further classified into wet sprinkler system, dry sprinkler system, pre action sprinkler system, and deluge sprinkler system. The services segment is bifurcated into engineering services, installation & design, maintenance services, and inspection & managed services. By component, the market is bifurcated into stop valve, alarm valve, fire sprinkler head, alarm test valve, and motorized alarm bell. By technology, it is bifurcated into active fire protection and passive fire protection. By application, it is divided into residential, commercial, and industrial.

Energy conservation is the most promising way to curb greenhouse gas emissions, thereby ensuring protection to the environment. Industries and commercial organizations release carbon emissions as a byproduct, affecting the environment on a greater front. As a result, the climatic conditions are getting worst. Therefore, implementing energy conservation technologies and maintaining emission standards across all consumer categories can increase energy efficiency and protect the environment. According to the Intergovernmental Panel on Climate Change, by 2050, the carbon emission level would be 50% less compared to the level it was in the year 2000. Hence, there is an urgent requirement for efficient energy management practices in order to identify the areas of energy consumption, areas of excess energy usage, and therefore applying measures to reduce wastage. Moreover, energy management practices need to be implicated across every organizational stage to achieve optimum energy efficiency potential.

投资建议： 作为2030 碳达峰的落实，预期2030 年前二氧化碳排放达峰的行动方案也将很快出台。届时行业空间将从末端治污向前端减排扩充，带来环保板块新的增长点。我们看好城市碳减排带动环卫新能源装备渗漏率提升的盈峰环境、ST 宏盛，关注龙马环卫。

增持/回购代表产业信心，板块有望迎来“戴维斯双击”。建议重点关注：（1）增持/回购力度较大的联美控股、高能环境等；（2）产业并购频发的固废公司，如旺能环境、瀚蓝环境等；（3）更换控股股东，优化商业模式、卸下历史包袱即将逆境反转的碧水源、中金环境、兴源环境等。