Sinolink: Waste incineration welcomes the 'water and electricity moment', cooperating with IDC to improve long-term logic.

Sinolink pointed out that at the current moment, the public utility Sector generally has investment value, and it is recommended to focus on operators that have the potential to increase capacity utilization; those with leading ton-hour electricity and heating ratio Indicators; those with relatively low subsidy dependence; and those with high cash dividend capacity and dividend ratios. Considering that cooperative IDC can benefit the long logic for waste incineration operators, it is advised to prioritize regional operators located in power load centers with high electricity prices (CNI Yangtze Index, CNI Zhujiang Index, JING-JIN-JI).