As of the close of this Friday (February 11), the environmental protection sector rose or fell by 5.16%, the Shanghai index rose or fell by 3.02%, the Shenzhen Component Index rose or fell by – 0.78%, and the gem index rose or fell by – 5.59%. The environmental protection sector outperformed the market as a whole, and the trend of individual stocks was positive, of which 8 stocks touched the daily limit.
In terms of individual stocks, the reporter of Huaxia times found that 108 stocks in the environmental protection sector rose, of which Guangdong Shunkong Development Co.Ltd(003039) (19.82%), Anhui Chaoyue Environmental Protection Technology Co.Ltd(301049) (19.56%) and Bceg Environmental Remediation Co.Ltd(300958) (19.11%) rose higher, and a total of 20 stocks rose by more than 10%; A total of 16 stocks fell, with a small overall decline, among which AVIC TEDA (- 12.80%), Qingdao Daneng Environmental Protection Equipment Co.Ltd(688501) (- 12.00%) and Shanghai Sheng Jian Environment Technology Co.Ltd(603324) (- 9.21%) fell the most.
In terms of policies, the national development and Reform Commission, the Ministry of ecological environment, the Ministry of housing and urban rural development and the National Health Commission issued the guiding opinions on accelerating the construction of urban environmental infrastructure (hereinafter referred to as the “guiding opinions”), which proposed that by 2025, the supply capacity and level of urban environmental infrastructure will be significantly improved, and the supply of key areas will be accelerated Weaknesses in key areas, and build an environmental infrastructure system integrating sewage, garbage, solid waste, hazardous waste and medical waste treatment and disposal facilities and monitoring and supervision capabilities; By 2030, we will basically establish a systematic, efficient, practical, intelligent, green, safe and reliable modern environmental infrastructure system.
the good news of urban environmental infrastructure construction boosted
The environmental protection sector had a strong trend this week, with a rise or fall of 5.16% during the week. It maintained an upward trend for four consecutive working days on February 7, 8, 9 and 10. Among them, the environmental protection sector rose strongly on February 10. In fact, the pull-up of the sector was boosted by the good news about accelerating the construction of urban environmental infrastructure.
On February 9, the national development and Reform Commission and other departments issued the guiding opinions to encourage large environmental protection groups and environmental pollution control enterprises with professional ability to form a consortium to provide comprehensive environmental treatment and trusteeship services for the treatment and disposal of regional sewage, garbage, solid waste, hazardous waste and medical waste.
Gf Securities Co.Ltd(000776) pointed out that the policy emphasizes accelerating environmental infrastructure construction, and the “steady growth” characteristics of environmental protection deserve attention. 2022 may be a big year for environmental protection investment, and the demand in many subdivided fields is expected to exceed expectations. Especially in the window period when the policy clearly accelerates the construction of environmental infrastructure, paying attention to the demand of each subdivision track is expected to usher in a new opportunity for marginal improvement.
Specifically, by 2025, the guiding opinions put forward specific targets, such as the new sewage treatment capacity of 20 million cubic meters / day, the classified collection and transportation capacity of domestic waste of about 700000 tons / day, the incineration capacity of urban domestic waste of about 800000 tons / day, and the comprehensive utilization rate of new bulk solid waste of 60%.
Affected by the good news, solid waste, water conservancy and other subdivided fields performed eye-catching. As of the closing of the day, Kingland Technology Co.Ltd(000711) , Fujian Haixia Environmental Protection Group Co.Ltd(603817) , Haitian Water Group Co.Ltd(603759) and other stocks rose by the limit, Anhui Zhonghuan Environmental Protection Technology Co.Ltd(300692) , Chongqing Sanfeng Environment Group Corp.Ltd(601827) rose by more than 7%, Guangxi Nanning Waterworks Co.Ltd(601368) , Gad Environmental Technology Co.Ltd(300854) rose by about 6%, Lingnan Eco&Culture-Tourism Co.Ltd(002717) rose by nearly 5%, and more than 60% of the stocks in the sector remained up.
Lingnan Eco&Culture-Tourism Co.Ltd(002717) turn losses into profits
Lingnan Eco&Culture-Tourism Co.Ltd(002717) maintained an upward trend for four consecutive days this week, with an increase of 18.86% during the week, including the daily limit on February 8. The stock traded at 2:05:16 p.m. and did not open the trading limit as of 15:00:31 p.m. The main trading volume rose significantly, accounting for {0021.7% of the actual trading volume, although the main trading volume increased significantly, accounting for {0021.7% of the actual trading volume.
In fact, the Lingnan Eco&Culture-Tourism Co.Ltd(002717) limit is driven by the concept of meta universe. It is understood that Hengrun group, a subsidiary of Lingnan Eco&Culture-Tourism Co.Ltd(002717) , is a high-end equipment and system integration service provider for cultural and tourism theme projects. It focuses on the R & D, design, production and integration of immersive amusement equipment system. It is mainly oriented to theme parks, scenic spots, science and Technology Expo venues, government offices and other commercial places. Its main products include flying ball screens, track rides Cinemas, theatres and other indoor and outdoor high-tech interactive experience equipment.
Lingnan Eco&Culture-Tourism Co.Ltd(002717) has repeatedly disclosed the business layout related to yuancosmos, including the completed construction plans of more than 60 deep immersion experience theaters in China and 100 theaters in two years. Recently, Lingnan Eco&Culture-Tourism Co.Ltd(002717) once again said in response to investors’ questions on the interactive platform that it can provide a complete set of solutions for virtual people.
The reporter of Huaxia times found that Lingnan Eco&Culture-Tourism Co.Ltd(002717) has increased the limit 12 times in the past year, including 5 times this year. The share price of Lingnan Eco&Culture-Tourism Co.Ltd(002717) rose steadily, hitting a record high of 5.71 yuan / share on January 25, and its operating performance is also recovering steadily, turning losses into profits compared with the same period last year.
On January 29, Lingnan Eco&Culture-Tourism Co.Ltd(002717) released a performance forecast that the company expects the net profit attributable to the shareholders of the listed company from January to December 2021 to be 53.5 million to 80 million, with a year-on-year change of 111.63% to 117.39%.
Lingnan Eco&Culture-Tourism Co.Ltd(002717) said that the epidemic was still repeated in 2021. The company made a series of changes and deployment according to the actual situation of the market and enterprises, and maintained a relatively stable development trend. However, due to repeated outbreaks in many regions of China and floods in some areas, the company’s ecology and cultural tourism industry are still affected to a certain extent. The company will continue to cultivate the four core areas of Guangdong, Hong Kong, Macao, the Great Bay area, the Yangtze River Delta, Beijing Tianjin Hebei and Chengdu Chongqing economic circle, and promote the high-quality and steady development of the company’s business in the future through multi business complementarity and selection of high-quality orders.
