Hualong investment consulting weekly: the upward attack is lack of capacity support, and the short-term technical correction is mainly

1、 Hot topics

1. Pension services

Driving events: the CPC Central Committee and the State Council issued opinions on strengthening the aging work in the new era. It is mentioned that to further standardize the development of institutional pension, all localities should develop institutional pension through direct construction, entrusted operation, purchase services, encouraging social investment and other ways. Innovate the home-based community elderly care service model, and strengthen the construction of rural elderly care service institutions and facilities in combination with the implementation of the Rural Revitalization Strategy.

Related stocks: Hunan Development Group Co.Ltd(000722) , Everjoy Health Group Co.Ltd(002162)

2. Environmental protection

Driving event: the Ministry of ecological environment organized the drafting of opinions on Further Strengthening the prevention and control of heavy metal pollution (Exposure Draft) , is now open for comments. According to the opinions, by 2025, the industrial structure of key industries will be further optimized, the emission of key heavy metal pollutants in national key industries will be reduced by more than 5% compared with 2020, the environmental management level of key industries will be further improved, and a number of outstanding heavy metal pollution problems left over by history will be promoted. By 2035, establish and improve the long-term mechanism for heavy metal pollution prevention and control, comprehensively improve the ability of heavy metal supervision, pollution control and risk prevention and control, and effectively control the environmental risks of heavy metals.

Related stocks: Yonker Environmental Protection Co.Ltd(300187) , Poten Environment Group Co.Ltd(603603)

 

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