As of the close of this Friday (December 10), the Shanghai stock index rose or fell by 1.63%, the Shenzhen Component Index rose or fell by 1.47%, the gem index rose or fell by – 0.34%, and the environmental protection sector rose or fell by – 1.75%.
In terms of individual stocks, a total of 24 stocks in the environmental protection engineering sector rose this week, of which Jiangsu Jiangnan Water Co.Ltd(601199) (20.79%), Bece Legend Group Co.Ltd(000803) (10.53%) and Xinjiang Guotong Pipeline Co.Ltd(002205) (10.28%) performed better respectively, with an increase of more than 10%, and the overall increase is not high; There were 98 stocks in total, but the overall decline was small. The obvious declines were Pegasus International (- 16.08%), Beijing Water Business Doctor Co.Ltd(300055) (- 8.61%) and Dongzhu Ecological Environment Protection Co.Ltd(603359) (- 7.3%).
The trend of leading enterprises in week was weak
Several stocks in the environmental protection sector had a weak trend this week. Among the top five environmental protection leading enterprises with market value, only Infore Environment Technology Group Co.Ltd(000967) maintained an upward trend, with an increase of 1.22% during the week.
Infore Environment Technology Group Co.Ltd(000967) started with the two businesses of “Fan + enamelled wire”, and orderly laid out the field of environmental protection since 2015. After acquiring% equity of Zoomlion environment in 2018, it jumped to the leader in China’s environmental sanitation field. Driven by the double wheel drive of equipment + service, the company’s sanitation services continued to grow at a high rate. Infore Environment Technology Group Co.Ltd(000967) the sanitation service content has been continuously expanded, and thanks to the continuous introduction of new energy policies, there is sufficient market space for new energy sanitation vehicles.
According to Infore Environment Technology Group Co.Ltd(000967) official wechat news, recently, Infore Environment Technology Group Co.Ltd(000967) won the bid for the large-scale road cleaning vehicle purchase project of urban management and comprehensive law enforcement bureau of Xi’an national civil aerospace industry base, with a total contract amount of 9.31 million yuan. All the cleaning vehicles won the bid are new energy and sanitation equipment.
It is understood that Infore Environment Technology Group Co.Ltd(000967) new energy sanitation equipment has a new energy market share of more than 40% in Beijing and 60% in Shenzhen. It also has a very high market share in benchmark cities such as Shanghai and Guangzhou.
Although the top five environmental protection leading enterprises with market value performed poorly this week, the overall decline was small, of which only Zhefu Holding Group Co.Ltd(002266) decreased by 5.44%. In fact, Zhefu Holding Group Co.Ltd(002266) has continued to decline in November, with a decline of 6.7%, ranking among the top three declines of environmental protection enterprises in November.
Among the top ten environmental protection enterprises in November, enterprises in the field of solid waste treatment accounted for more, among which Zhefu Holding Group Co.Ltd(002266) , Shenwu Energy Saving Co.Ltd(000820) , Qiaoyin City Management Co.Ltd(002973) , Beijing Geoenviron Engineering & Technology Inc(603588) , Grandblue Environment Co.Ltd(600323) were all from the field of solid waste treatment, with an average decline of 4%.
According to the third quarterly report, Zhefu Holding Group Co.Ltd(002266) the total shareholding ratio of the top ten shareholders is 71.3%, which is close to 73.63% shown in the semi annual report. Recently, Zhefu Holding Group Co.Ltd(002266) shareholders actually increased or decreased their holdings four times, with a cumulative reduction of 143 million shares, accounting for 5.10% of the circulating shares. Zhefu Holding Group Co.Ltd(002266) for three consecutive days, the net purchase amount of land stock link is less than zero, and foreign capital is in continuous outflow.
water related stocks had a good week
The trend of Jiangsu Jiangnan Water Co.Ltd(601199) was strong during the week, with a cumulative increase of 20.79%, of which Jiangsu Jiangnan Water Co.Ltd(601199) led the rise on December 8, and water affairs and water treatment related stocks generally rose. On the same day, Jiangsu Jiangnan Water Co.Ltd(601199) hit the daily limit, and the closing price was 6.03 yuan. The net inflow of main funds was 59.3498 million yuan, the net inflow of hot money was 51.1265 million yuan, and the net outflow of retail funds was 30.086 million yuan.
The Jiangsu Jiangnan Water Co.Ltd(601199) limit is affected by water supply and sewage treatment factors. The main business of Jiangsu Jiangnan Water Co.Ltd(601199) is tap water business, engineering business and sewage treatment business. The company’s main business is the production and sale of tap water, tap water drainage and related water treatment business. The company has four surface water plants in Xiaowan, Xiaoshan, Chengxi and Ligang, with a design capacity of 300000 tons / day, 600000 tons / day, 200000 tons / day and 60000 tons / day respectively, and a total design capacity of 1.16 million tons / day.
According to the third quarterly report of Jiangsu Jiangnan Water Co.Ltd(601199) , during the reporting period, the company achieved a total operating revenue of 830 million in the first three quarters of 2021, a year-on-year increase of 26.8%; The net profit attributable to the parent company was 210 million, a year-on-year increase of 33.7%. In the third quarter, Jiangsu Jiangnan Water Co.Ltd(601199) achieved an operating revenue of about 310 million yuan, a year-on-year increase of 19.79%. The net profit attributable to the shareholders of the listed company was about 101 million yuan, a year-on-year increase of 56.09%. At the same time, Jiangsu Jiangnan Water Co.Ltd(601199) said when communicating with investors on SSE E interaction that the company’s operating revenue and net profit increased significantly in the third quarter of 2021, mainly due to the economic recovery, and the tap water business increased significantly compared with the same period. Meanwhile, the commencement of pipeline engineering projects increased significantly, and the revenue and profit increased significantly in the same period.
In fact, with the implementation of the urban water supply price management measures and the urban water supply pricing cost supervision measures, the water supply price is expected to increase and further drive the continuous improvement of the operating performance of the water company. Under the policy encouragement, cost reduction and efficiency increase are conducive to leading enterprises with outstanding production and operation efficiency, and the water sector is expected to usher in value revaluation.
(Huaxia times)
