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What is sponge city? List of sponge city concept stocks

the Ministry of housing and urban rural development recently issued an announcement approving the evaluation standard for sponge city construction as the national standard, numbered GB / T 51345-2018, which will be implemented from August 1, 2019. The standard specifies the evaluation contents and methods of sponge city construction. It is required that the construction of sponge city should protect the natural ecological pattern, plan systematically according to the concept of "source emission reduction, process control and system governance", and adopt the methods of "infiltration, stagnation, storage, purification, utilization and emission" to achieve the comprehensive goal of sponge city construction.

Public information shows that sponge city is a new generation of urban rainwater and flood management concept, which means that the city can be like a sponge and has good flexibility in adapting to environmental changes and responding to natural disasters caused by rainwater. It can also be called 'water elastic city'.

The international common term is' construction of low impact development rainwater system '. When it rains, it absorbs water, stores water, seeps water and purifies water. When necessary, the stored water will be released and utilized to realize the free migration of rainwater in the city. Starting from ecosystem services, building water ecological infrastructure through cross-scale construction and combining multiple specific technologies is the core of sponge city.

At the fifth session of the 12th National People's Congress of the people's Republic of China on March 5, 2017, Premier Li Keqiang mentioned in his government work report: coordinate urban aboveground and underground construction, start the construction of urban underground comprehensive pipe gallery for more than 2000 kilometers, start the three-year action to eliminate key waterlogging prone sections in urban areas, promote the construction of sponge cities, and make the city have "face", More 'inside'.

Under the new situation, sponge city is an innovative expression of promoting the construction of green buildings, the development of low-carbon cities and the formation of smart cities. It is an organic combination of modern green new technologies and social, environmental, cultural and other factors under the background of the characteristics of the new era. " The substantial application of "sponge city" material shows the characteristics of excellent water seepage, compression resistance, wear resistance, anti-skid, environmental protection, beautiful and colorful, comfortable and easy maintenance, sound absorption and noise reduction. It has become a "breathing" urban landscape pavement, which also effectively alleviates the urban heat island effect and makes the urban pavement no longer hot.

List of sponge city concept stocks:

Spotlight Technology

The company has completed the preliminary layout in the field of municipal and industrial sewage treatment, and signed a 1.7 billion framework agreement in the field of sponge city. The analysis shows that the company uses the sponge city project to drive its own environmental monitoring business, expand the water treatment business and do what it is good at. " By entering the field of water affairs, the company has achieved rapid growth in performance, in order to obtain more advantages in capital market financing, drive its ability of extension and expansion, and finally become a leader in the field of laboratory instruments in China

China Merchants Securities

According to the research report, focusing technology's continuous M & A to build a large monitoring platform and upgrade its strategic development direction will bring more opportunities and a larger market for the company's future development. The upward turning point of business development and performance growth in 2015 has now been realized. Driven by both external expansion and endogenous growth, the company's future performance will also show faster than expected growth.

Boschko

Bosch announced on the evening of November 10 that the Management Committee of China Resources circular economy industrial demonstration zone in Hezhou, Guangxi and Fuchuan Bosch water, a wholly-owned subsidiary of the company, signed the urban sewage treatment franchise contract for the "Fuchuan Lianshan sewage treatment plant project". Fuchuan Bosch was granted the right to finance, operate and operate the sewage treatment project within the franchise period and franchise area Maintain the right of sewage treatment, and enjoy the right to charge sewage treatment fees.

According to the disclosure, as of September 30, 2015, the company had increased the signed contract amount by 660 million yuan, including 391 million yuan in the third quarter. As of the disclosure date of the third quarterly report, the total amount of contracts in hand has reached 825 million yuan, including 13 projects with an amount of more than 10 million yuan, and the revenue will increase rapidly in the future. Shen wanhongyuan (000166, Guba) said that considering that the ten water + PPP will bring a significant increase in water treatment orders, the company actively undertakes municipal sewage treatment projects and arranges a 100 billion soil remediation market. We believe that the company has the ability of sustained and high growth in the future.

Xuedilong

It is reported that from June to October this year, the company set up branches in Jiangxi, Guangzhou, Henan and Sichuan to actively expand local markets and improve the company's product coverage and market share. At present, the company has 8 branches and 2 holding subsidiaries, covering major markets in China. In June 2015, the company tried to intervene in the field of environmental governance, and the holding subsidiary Qinghai Shengxue and CLP Canada America jointly bid for the PPP project of sewage treatment plant in Ledu District, Haidong.

In September, the company announced that it had jointly invested with fresh environment (002573, Guba) and other companies to set up Chongqing smart ste environmental protection big data Co., Ltd. with a scale of 50 million yuan, of which the company invested 7.5 million yuan. The joint venture mainly carries out environmental protection data consulting and analysis, data interaction and trading, environmental public information services and other businesses, provides pollution emission monitoring data services and atmospheric environmental quality monitoring data services, and provides data value-added services through data mining on this basis.

Southwest Securities

It is pointed out that the company won the bid for the PPP project of sewage treatment, entered the field of comprehensive environmental treatment, and laid the foundation for breaking through the industry ceiling in the subdivided field of monitoring. Some progress has been made in the field of smart environmental protection. Entering the field of environmental protection big data and building an environmental monitoring platform, the leading advantages are gradually emerging, and there is a broad market space in the future.

*St Huasai

Qingkong habitat, with 70% equity held by the company, assisted Qian'an, Pingxiang, Gui'an new area and Chizhou to successfully enter the pilot list of sponge cities, accounting for 1 / 4 of the pilot cities. Therefore, there is a high probability of winning the bid in the bidding of the four cities. The total investment of the four cities is expected to reach 35.511 billion, and the company has become the subject that benefits the most from the direction of sponge cities; To this end, the company has also adopted a non-public offering plan, with an issue price of 8.12 yuan / share and a raised capital of 4.872 billion. It plans to invest all of it in the sponge City PPP project, and plans to acquire 100% equity of Beijing Central century to strengthen the company's sponge city business strength.

Huatai Securities pointed out that the company raised funds through non-public offering and greatly reduced financial expenses after debt repayment, which is an important link to turn losses into profits. In January 2015, the non-public offering of shares raised a net fund of 522 million. It has been used to repay the shareholder SEG group of 250 million and Ping An Bank of 120 million short-term loans, so as to get rid of the burden and greatly improve the company's financial situation. " Considering the valuation of the environmental protection sector and the water sector, as well as the company's performance, the upper and lower valuation limits and other factors, we believe that the reasonable price range is 16.38-23.80 yuan / share. "