In early trading today, A-Shares rose slightly, but only from the half day transaction in the morning, the Shanghai stock market hit the lowest volume in the year, indicating that the market wait-and-see mood still prevailed.
On the disk, the environmental protection industry chain is active across the board, and the growth of sub sectors such as environmental protection, medical waste treatment, air treatment and waste classification ranks first; The new energy industry chain is also rising again, and the salt lake lithium extraction, lithium battery, energy storage, power exchange concept and other sectors are active. Tourism, hotel catering, media entertainment, sports concepts and other sectors led the decline. The net inflow of funds going north was 3.74 billion yuan.
soil survey
environmental protection stocks strengthened in an all-round way
The State Council printed and distributed the notice on carrying out the third national soil survey, and decided to carry out the third national soil survey from 2022 to comprehensively find out the soil quality of agricultural land in four years. The notice clearly stipulates that we should accelerate the construction of a new development pattern, promote high-quality development, follow the principles of comprehensiveness, scientificity and professionalism, comprehensively find out China’s soil types and distribution laws, the current situation and change trend of soil resources, and truly and accurately grasp the basic data such as soil quality, properties and utilization.
Driven by this positive effect, environmental protection stocks rose across the board in the morning, and the environmental protection sector index opened higher in large volume, with an intraday rise of more than 3%. The trading volume 30 minutes before the opening exceeded the full day trading yesterday, Qingdao Greensum Ecology Co.Ltd(300948) , Bceg Environmental Remediation Co.Ltd(300958) 20% limit, Zhejiang Zone-King Environmental Sci&Tech Co.Ltd(688701) , Tus Environmental Science And Technology Development Co.Ltd(000826) and more than 10 shares rose or exceeded 10%; The sandstorm control sector also rose by more than 4%, with Inner Mongolia M-Grass Ecology And Environment (Group) Co.Ltd(300355) among the top; The medical waste treatment sector also rose by more than 3%, the air treatment sector rose by more than 2%, and the automobile disassembly, sewage treatment, PPP and other sectors were significantly active.
On the interactive platform, the number of questions about soil census also increased sharply, and many companies made it clear that they would actively participate in Soil Census. Pony Testing International Group Co.Ltd(300887) said that as a well-known third-party large comprehensive inspection and Certification Group in China, it has a nearby service layout of networked laboratories across the country. A total of 21 laboratories of puni group and its subsidiaries have been successfully shortlisted in the list of cultivated land quality standardization laboratories of the Ministry of agriculture and rural areas. The company has participated in the first two national soil surveys and is qualified to participate in the third soil survey. In early trading Pony Testing International Group Co.Ltd(300887) , it once rose sharply, up more than 13%.
Shandong Huapeng Glass Co.Ltd(603021) also said on the interactive platform that Tianyuan information, a holding subsidiary, actively participated in the third round of national soil survey business. Shandong Huapeng Glass Co.Ltd(603021) also soared by more than 8% in early trading.
Gf Securities Co.Ltd(000776) it is expected that solid waste, hazardous waste, renewable resources, water affairs, monitoring and other fields in the subdivided industries of environmental protection are expected to benefit fully, and the overall investment in environmental protection is expected to increase significantly in 2022. At present, the latest pe-ttm of the environmental protection sector is only 17.71 times, and the institutional configuration and valuation are at the bottom of history. We pay attention to the bottom reversal opportunity under the expectation of new infrastructure + the continuous performance of environmental protection enterprises.
Capital Securities said that under the background of steady growth, infrastructure investment is an important way, and environmental infrastructure investment will also become an important field of steady growth. Environmental protection enterprises in the fields of sewage treatment, domestic waste treatment, solid and hazardous waste treatment and recycling will usher in more business opportunities.
lithium electricity price rises simultaneously
new energy re air outlet
China Automotive Power Battery Industry Innovation Alliance announced yesterday that the total capacity of China Shipbuilding Industry Group Power Co.Ltd(600482) battery in January 2022 was 29.7gwh, a year-on-year increase of 146.2%. In terms of loading volume, in January this year, the loading volume of ternary lithium battery was 7.3gwh and that of lithium iron phosphate battery was 8.9gwh. In the context of volume increase, the price also continued to rise. 99.5% battery grade domestic lithium carbonate increased by 2.43% in January to 442000 yuan / ton.
The price and volume rose together, which led to a strong rebound in the relevant sectors of the new energy industry that continued to adjust in the early stage. Among them, the salt lake lithium extraction sector rose unilaterally, soaring by more than 6%, Bgt Group Co.Ltd(300774) hit the 20% limit, East China Engineering Science And Technology Co.Ltd(002140) , Jinyuan Ep Co.Ltd(000546) and other limits or rose by more than 10%; Electrolyte and fluorine concept both rose by nearly 5%, and solid-state battery rose by more than 3%. The sharp rise of lithium battery has driven the overall rise of new energy sub industries such as UHV, photovoltaic and smart grid.
In addition, Contemporary Amperex Technology Co.Limited(300750) said in the investor relations activity disclosed yesterday that the ultimate solution for models with a range of 80000-120000 yuan is to exchange chocolate for electricity. It is difficult to replace the models in the price range of 80000-120000 by electrification. The first purchase cost of new energy vehicles (excluding batteries) is lower than that of fuel vehicles, and the replacement speed is equal to that of fuel vehicles, so as to solve the problem of cost performance.
This also stimulated the collective strength of the concept of power exchange today. The sector index rose by more than 2% unilaterally in early trading, Shanghai Luoman Lighting Technologies Inc(605289) limit, Shenzhen Sinexcel Electric Co.Ltd(300693) , Suzhou Harmontronics Automation Technology Co.Ltd(688022) and other gains led.
AVIC Securities said that changing electricity can save time, reduce costs and completely solve mileage anxiety; The cost of power battery accounts for about 40% of the price of the whole vehicle. Under the separation of vehicle and electricity in the power exchange mode, consumers can choose not to buy power battery but rent it, which greatly reduces the cost of buying a car.
