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東吳證券:家電回收行業需求有望加速 關注廢電拆解產業鏈
格隆匯 07-30 09:10

東吳證券研報指出,中央財政資金支持廢電拆解,以舊換新補貼明確激發需求。廢棄電器電子產品處理基金於2024年1月1日起停徵。此次明確中央財政安排75億元,以獎代補繼續支持廢棄電器電子回收處理。2023年廢棄電器電子產品處理基金收入與支出預算數分別為28.50億元、29.08億元。廢電拆解補貼資金來源得到明確,補貼金額實現翻倍以上提升,廢電拆解商業模式顯著優化。根據《推動消費品以舊換新行動方案》提出到2027年廢舊家電回收量較2023年增長30%,隨着家電以舊換新補貼落地力度加大,預計家電回收行業需求有望加速。建議關注廢電拆解產業鏈,建議關注中再資環、大地海洋。

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