What are the atmospheric governance concept stocks?
Kelin Environmental Protection (002499): It is now one of the largest professional manufacturers of bag dust removal equipment in China. The bag dust collectors it produces are widely used in many industries such as steel, electric power, food processing, and building materials. Dust removal, material recovery and gas purification. It is reported that the factory construction of the large-scale bag dust removal equipment expansion project with an annual output of 400,000 square meters of filtration area, one of Kelin's environmental protection investment projects, has been completed and is expected to be put into production by the end of the year. The company has technical advantages in the management of PM2.5 and will fully benefit from the above-mentioned policies and regulations related to air pollution control in the future.
Feida Environmental Protection (600526): The company is one of the leading companies in industrial dust removal equipment in my country. In addition to maintaining its competitive advantage in the thermal power plant dust removal transformation market, the company has begun to expand its business into the steel and chemical industries, and has won the bid for a comprehensive power plant exhaust gas treatment model project under the jurisdiction of a large waste-to-energy company in Hefei.
Focus Technology (300203): The company's products cover the four major business areas of environmental monitoring systems, industrial process analysis systems, safety monitoring systems and experimental analysis instruments, which can provide services for environmental protection, industrial processes, and public *** Safety and Industrial Security offers a comprehensive range of solutions. In addition to the traditional product market, the company is also actively developing third-party testing services and operation and maintenance services.
Longjing Environmental Protection (600388): The third quarter report is expected to increase, and the performance has entered the release period. The company's technologies such as electric bag dust removal, waste heat utilization low-temperature electric dust removal, and wet electric dust removal have been recognized and valued by customers and environmental protection departments. It is an environmental protection enterprise with the most patents and the most complete types of technologies and products in the field of dust removal in China. The unit project is in an absolutely dominant position.
Sedilon (002658): The denitrification boom cycle is sustainable, and we pay attention to the progress of industrial boiler desulfurization. As a leader in flue gas monitoring, the company has maintained a steady development momentum; looking forward to the future, the company's denitrification monitoring CEMS business is booming and sustainable, and the market expansion brought about by policy upgrades such as industrial boiler desulfurization is expected to bring performance that exceeds expectations.
Taihe New Materials (002254): The leading product is meta-aramid, which can be used as high-temperature filter fiber. It is favored by environmental protection companies because of its high temperature resistance and non-burning in the air and its high cost performance. The company High-temperature dust removal filter bags made of aramid have been widely used in cement, steel and other fields. At present, the company's aramid business for high-temperature filter materials has sold nearly 100 million yuan.
Shenzhen Huicheng (002168): The company is a major manufacturer of bag dust collector consumables. Its high-performance fiber raw material polyimide has high technical barriers and obvious opportunities for import substitution.
Guiyan Platinum (600459): The company’s holding subsidiary Guiyan Catalytic Company implements a special high-performance rare earth-based automobile exhaust purification catalytic converter research and development and national V catalytic converter industrialization project. The project is sponsored by Guiyan Catalytic Company It takes the lead and is jointly undertaken by eight universities including Tsinghua University. The total investment in this plan is 420 million yuan, of which 80 million yuan is a state subsidy and 337.3931 million yuan is raised by the enterprise itself. This project will mainly realize the industrialization of National V catalytic converters for gasoline vehicles. The product production scale will reach 4 million liters/year. The production scale of supporting rare earth catalytic materials will reach 800 tons/year. The product performance will meet the National V requirements and realize 4-8 vehicle models. Complete machine demonstration of National V automobile exhaust catalyst device.
Sichuan Meifeng (000731): In March 2013, the company invested 30 million yuan to establish a wholly-owned subsidiary, Jialan Huanbi Technology Company, whose business scope includes automobile exhaust treatment and nitrogen oxide reduction for power plant denitration. Production and sales of agents, etc. The company has fully carried out the research and development, trial production and channel expansion of nitrogen oxide reducing agents in the early stage. The new company will take over the company's early work on nitrogen oxide reducing agents and mainly engage in the research, development, production and sales of nitrogen oxide reducing agents. In July 2013, the company obtained two invention patents, which belong to the field of nitrogen oxide reducing agent production technology and have been used in the company's first nitrogen oxide reducing agent production line. At the end of July 2013, Jialan Environmental Protection signed an export contract for automotive urea solution with an Australian customer.