Policy support, performance increase, share price soaring ... ... Environmental protection stocks 3,000 pet in one, the market prospect is boundless, but the latest news from listed companies is that the thermal feast environmental feast is coming to an end. Haze days record On Sunday, the Central Meteorological Observatory said that Beijing issued a bright yellow warning on the third consecutive day, and that many cities across the country had experienced haze. The Chinese Meteorological Observatory recently introduced a press conference in November. This year, the average number of smog days in China reached 4.7 days, the highest since monitoring began in 1961. The Ministry of Environmental Protection issued a notice yesterday, demanding that air pollution prevention and control in the winter of 2013 be completed, emphasizing strict control over coal-burning pollution, deepening non-point source pollution control, strengthening industrial enterprise pollution control, and strengthening motor vehicle pollution supervision. CLP Yuanda opened higher and higher after yesterday’s invoicing and closed daily in early trading. CLP Yuanda is typical of the strong atmospheric pollution prevention unit yesterday. It can also see that Guodian Fresh, Three-dimensional Wire, Sanhe Environmental Protection and Lanke High-tech rose by more than 5%, and more than 15 stocks rose by more than 3%. The strengthening of the Air Pollution Prevention Unit drove the entire environmental protection stock, such as sewage treatment Xingrong Investment rose 8.63% yesterday. Environmental company’s outstanding performance Li Xinping, an investigator of energy saving and environmental protection at RiXin Securities, told reporters yesterday that there are many hazy days in China, desulfurization and denitrification, tail gas treatment, natural gas (shale gas) and other opportunities can indeed be concerned, and thermal power, coal, etc. are suppressed. In particular, from the quarterly report of the environmental protection section, air management, especially the performance of desulfurization and denitrification, and tail gas management companies, has shown remarkable growth. The increase in the three quarterly reports is very high. The current annual report is also good, and it also makes the market look forward to its annual report. In fact, while the air pollution and water pollution problems have caused the attention of the Chinese people, the environmental protection sector has benefited a lot from the secondary market. Wind statistics show that Shenwan environmental protection engineering and service industries have risen by 60.49% this year, and all the secondary industry rose by the seventh. The subject of the broader concept of environmental protection, also rose 58.11%. In the month of October, the cumulative price increase of nearly 40% of the stock price of CETC Yuanda is a typical example of performance benefit. Despite the fact that all non-environmental assets were stripped from January to September 2013, operating income decreased by 30.55% year-on-year, but net profit reached 146 million yuan. Yuan, but it increased by 99.34% year-on-year. A staff member of Yuanda Yuanda told reporters yesterday that the sales volume of denitrification catalyst has increased significantly and the performance has been significantly increased. The products are mainly used for denitrification of thermal power plants. Dai Liping said that thermal power is the focus of China's air pollution control, and China Power Yuanda is currently the leading supplier of consumable catalysts for thermal desulfurization and denitrification. According to our statistics, CLP Yuanda sold 8,110 cubic meters of denitrification catalyst in the first half of this year, with a total profit of 62.04 million yuan, a year-on-year increase of 717.39%, accounting for 48.44% of its first-half profit, and it has become the primary factor in its first-half performance increase. Fire protection environmental protection will end Yesterday, the leader of the coal-fired desulfurization and denitrification equipment leading Longjing Environmental Securities Chen Jianhui said: This year's orders are good, mainly because the state requires thermal power companies to complete the environmental protection reform by July next year, so many thermal power companies are sourcing this year. However, Chen Jianhui believes that the environmental protection feast of thermal power will soon become a thing of the past. With regard to thermal power desulfurization and denitrification equipment, the peak of the industry will almost end by next year, and there will be an inflection point roughly the following year, and demand will drop significantly. Because these devices are almost 'disposable' inputs, such as our company's equipment can generally use more than ten years. If there is no continuous improvement of environmental standards, the power of thermal power companies to follow-up investment is very small. Therefore, we are also increasing our marketing efforts. At present, our demand is still strong and we must do our best to get more orders. Chen Jianhui said. Dai Liping also stated that policy promotion is the biggest bonus for China's environmental protection industry. In recent years, it has been an obvious incremental market, especially for air pollution control. In fact, the performance of the entire environmental protection segment is mainly the support of air governance. Once the demand enters a stable period, the purchase of environmental protection equipment is over. For enterprises with long-term environmental protection equipment, it means the end of high growth, not only thermal desulphurization and denitrification, but also sewage treatment and waste incineration. In the future, it will rely more on operating and maintenance profits, and operating companies will share the largest profits. At the same time, similar to the desulfurization and denitrification catalysts, the demand for environmentally friendly consumables will be stable and high before the new technologies come out, and the performance of related companies will be a long-term success.
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