Carbon tax plan to announce new energy stocks added positive

Core tip: What industries and companies may benefit from a carbon tax, as an important step in leading energy saving and emission reduction? Nature is a few joys and sorrows.　　Industry insiders said, as this energy-saving emission reduction policy gradually move forward, the relevant shares of investment opportunities or will come.　　Every reporter Song Yuandong Treasury Department deputy director Suming to reporters that the carbon tax scheme is still in the study, not yet revealed! Analysts believe that energy-saving emission reduction unit or will usher in investment opportunities, including wind power will benefit most. Environmental taxes, such as carbon taxes, which have a significant impact on industrial restructuring, have now entered the research phase of specific metering schemes and may soon be announced.　　Once it is announced, it will mean a big step forward in the carbon tax levy. As an important initiative to lead energy-saving emissions, which industries and companies may benefit from a carbon tax levy? Nature is a few joys and sorrows.　　Industry insiders said, as this energy-saving emission reduction policy gradually move forward, the relevant shares of investment opportunities or will come.　　Carbon tax plan release time near the recent media reports, China is studying the introduction of environmental taxes, carbon tax as a kind of environmental tax, carbon dioxide, sulfur dioxide, nitrogen oxides and industrial waste water emissions tax, the levy is expected to be the fastest one months after the announcement to the community. "The program is still under study and cannot be disclosed yet!" Recently, the Treasury Department's deputy director Suming to reporters that the use of coal, gas, oil enterprises, in principle, will be included in the scope of the levy, the specific measures are being measured, the scope of tax exemption is also in the study, a period of time can be announced. However, the results of this study are only a reference to decision-making, not a final programme of implementation.　　It is reported that the program is subject to finance, environmental protection and other ministries commissioned by the establishment, the specific implementation of the time also depends on the circumstances. As early as 2008, the National Development and Reform Commission formulated the "Comprehensive work plan for energy saving and emission reduction" to make it clear that by 2010, China's GDP per million of energy consumption will be reduced from 2005 to 1.22 tons of Tce down to 1 tons of TCE below, reduce about 20%.　　And the successful introduction of carbon tax levy will become the leading energy-saving development of important measures. The wind power Outlook is the most promising what industries have a significant and direct impact? Jiang, an energy industry analyst with CIC, said that because carbon taxes would directly impose a tax on carbon dioxide emissions, industries with greater carbon emissions would be affected in the process.　　Among them, coal, petrochemical industry will be seriously affected by the need to say, coal-related thermal power generation, steel, cement, and petrochemical industry-related cars, aviation will also be included. The main impact of carbon tax on the energy sector, as an example of power generation enterprises, has already been high cost of fossil fuels will continue to rise with the levy of carbon tax, which will encourage power generation enterprises to focus on the new energy sector, to develop wind power, photovoltaic power generation, small hydropower and so on.　　and car companies will strengthen their investments in new energy vehicles, replacing traditional fuel engines with electric power. Jiang also told reporters that the carbon taxLevy is also a few happy several worries, have been hit by the industry, but also benefited from the industry. The imposition of environmental taxes will increase the cost of thermal power, new energy, such as wind electricity will undoubtedly enhance the competitive advantage, the new energy enterprises are of course the biggest beneficiaries. Among them, the development of wind power is undoubtedly the most bright, on the one hand, wind power technology in the new energy sectors of the most mature, on the other hand, the country's recent policies are also inclined to vigorously develop the wind power industry in the future.　　He believes that the leading companies Goldwind, Oriental Electric is worthy of periodic attention. Energy-saving companies benefit most directly from the long-term benefits of the new energy industry, as a result of the adjustment of industry and the fiscal and tax policy tilt, energy-saving and environmental protection industry benefits may be more direct.　　Among them, the concept of energy-saving electrical equipment companies and environmental protection concept of the desulfurization and dedusting equipment company undoubtedly benefited more. "The levy of a carbon tax, the company may indirectly benefit!"　　As the only large-scale production of amorphous alloy transformer companies, believe that the electrical personage said, the company's leading products amorphous alloy transformers are mainly used in distribution links, the product in no-load state than traditional silicon steel transformer power-saving, in line with national energy-saving policy.　　Tamiflu environmental protection, long net environmental security operators also told reporters, with the carbon tax and other environmental taxes levied, power generation, cement manufacturing enterprises will also increase technical transformation investment, the company engaged in dust, desulfurization environmental protection projects are expected to share to expand the market cake.　　Chase Securities researcher Shaojiang that, according to the plan, "Eleven-Five" period, China's environmental protection investment plan amounted to 1.4 trillion yuan, taking into account the difficulty of emission reduction targets, this investment scale is likely to be broken, environmental protection industry market prospects. Industry insiders pointed out that participation in CDM projects (clean development mechanism) of the company may usher in a double positive.　　On the one hand, through the technology improvement, the participating domestic company can through this mechanism, the carbon dioxide emission reduction target sells to the developed country, directly obtains the financial support; On the other hand, the CDM companies may enjoy further tax breaks after the imposition of a carbon tax, supported by state industry policy. Three Love Rich April 3 issued a notice, according to the Ministry of Finance, the general administration of taxation and other parts of the spirit of the relevant notice, the company implemented CDM projects can enjoy exemption from corporate tax policy.　　Cogeneration, another listed company that is implementing CDM projects, expects the company's CDM projects to receive environmental tax relief in the future.　　As of March 30 this year, the global Clean Development mechanism (CDM) project approved by the United Nations was 1539, including 501 registered projects in the world, according to CIC consultants. In the domestic listed companies, in addition to three love rich, days rich thermoelectric, Xinghua shares had previously signed with Mitsubishi Corporation, nitric oxide CDM project, the project was successfully registered in the United Nations April 30 this year.　　2009 is expected to contribute 18 million yuan net income to the company. Zhejiang Quzhou Juli Building Materials Co., Ltd.------carbide slag production of cement clinker Project April 28th was also registered successfully in the United Nations.　　South Steel shares, with the help of converter gas recycling power generation, the use of CDM mechanism, to the World Bank (on behalf of the Italian Carbon Fund) to transfer the greenhouse gas emissions generated by the project.　　RELATED LINKS part of the concept of carbon tax investment highlights: Dragon Net Environmental protection: the first listed company in China's environmental protection industry, is the domestic electromechanical integration professional design and manufacture of dust removal devices and flue gas desulfurization equipment, such as air pollution control device of large-scale research and development production base, the strength of enterprises and product production and sales　　Dongfang Electric: Production of large capacity, high parameter generator sets, benefiting from the national power generation equipment "big pressure small", the development of clean energy policy.　　Confidence Electric: Specializing in amorphous alloy transformers and related product development, production and sales, market share reached 70%-80%, the product in no-load state than the traditional silicon steel transformer power-saving, in line with national energy-saving policy.　　Huaguang shares: The production of energy-saving and environmental protection of high parameter boilers, biomass fuel boilers, large-scale circulating fluidized bed and waste heat boiler, in line with national energy conservation and environmental protection policy.　　Guo Dian south from: High Voltage frequency conversion speed control system production and power plant dust removal business, benefiting from motor energy conservation and power plant emission reduction policy. South Steel shares: With the use of converter gas recovery and use of electricity generation, the United Nations clean development mechanism to transfer the greenhouse gas emissions generated by the project.　　At the same time, the company uses converter gas recovery project production of thick plate, not only save sewage funds, and the use of waste gas processing, treasure. Philippine environmental Protection: the largest environmental protection machinery research and production enterprises, mainly engaged in electrostatic precipitator, flue gas purification, pneumatic conveying and other aspects of research and development, sales, installation and other engineering services. The company produces a total number of electrostatic precipitator units, the transformation of the total number of electrostatic precipitator, garbage incineration tail gas purification implementation of the total number of units ranked first in the country.　　Reproduced in the media, excerpts of the works published in this newspaper, please indicate from the "daily economic news" and the author's name. Per subscribe telephone Beijing: 010-65072776 Shanghai: 021-61213899 shenzhen: 0755-33203568成: 028-86516389 028-86740011