129836519549062500_1795 trillion four mining energy saving and environmental protection in terms of investment opportunities
Premier Wen Jiabao of the State Council Executive meeting of the State Council held on May 30, discussing the adoption of the "Twelve-Five" national strategic industry development plan. Conference pointed out that energy conservation and environmental protection industry breakthrough energy efficiency with Echelon, pollution prevention and safe disposal, resource recovery and recycling, and other key core technologies, the development of efficient energy-saving, environmental protection and resource recyclingNew equipment and new products, promotion of cleaner production and low-carbon technology, speed up the forming pillar industries. Huatai securities analyst predicted that "Twelve-Five" environmental investment of more than 5 trillion. In the more serious environmental pollution current situation, to achieve environmental objectives, "the Twelve-Five" during the environmental protection investment share of the GDP is likely to have a greater degree of increase.Assuming that current prices GDP "Twelve-Five" during the CAGR (compound annual growth rate) of 10%, between environmental investments accounted for less than-1.5%, then "Twelve-Five" environmental inputs for between 4 to 8 trillion.
If the input intensity is 2%, "Twelve-Five" environmental investment is expected to reach 5.3 trillion. Therefore, over time, energy saving and environmental protection is "Twelve-Five"Great theme; the short term, common market by market and fundamentals of environmental protection, and continued to look after the environmental protection industry investment opportunities. More than 60% green shares rose yesterday, market turbulence fall, but green stocks did well, listing 46 green stocks, shares rose more than half. According to the Center for studies of the security journal and flush IFIND data display,46 stocks 28 rise up than 61%. Among them, better gains than a unit baanshuiwu (10.02%), the electric road, Kowloon (10%), open to environmental protection (5.4%), Yong Qing green (4.39%), Wan Bangda (3.76%), environmental protection (2.79%), Colin green (2.67%), the development of Zhangzhou (2.3%), blue water (1.93%), weierli (1.92%).
From the perspective of environmental protection concept updates share price/earnings ratio, dynamic 20 times forward earnings times the unit has 4 respectively to modern investment (7.32 times), Zhongshan public utilities (8.34 times), city investment holdings (10.49 times), XING Rong investments (12.66 times). 20 times-30Dynamic multiples of a unit with 12 times, namely Dragon net environmental (21.76 times), the development of South China Sea (21.87 times), the first shares (22.62 times), the development of Zhangzhou (25.01 times), Hong Cheng building industrialy co water co (25.16 times), China Light shares (25.67 times), shandahuate (27.44 times), sunyard (27.79 times),Business environment (28.48 times), the SkyRAY instrument (28.58 times), source filtering (29.32 times). From the cash-flow situation yesterday, 6 stock yesterday net inflow of funds. Holding in Wuhan, respectively ($ 5.9359 million), city investment holdings ($ 4.014 million), the first shares ($ 2.7269 million), Dragon net environmental protection (197. $ 50,000), feida environmental protection ($ 715,000), Hong Cheng building industrialy co water co ($ 315,900). Four 5 trillion to exploit investment opportunities in terms of investment
click here, creating a "green" concept.
Shenyin wanguo industry special report pointed out that industrial investment is mainly concentrated in ecological restoration of water supplies, solid waste recycling, and the atmospheric area of desulfurization and denitrification. Here, with itsHis brokerage's main areas of water treatment, solid waste disposal, industrial energy efficiency and building energy-saving analysis of the four angles of the unit investment opportunity. First, the markets generally believe that industry has great potential, main approaches for energy saving of industrial energy-saving, energy-saving technology, management and energy saving. Shenyin wanguo shares, long Yuan proposal concerns letter technology, land and sea, such as heavy industry, China Light sharesRelated companies. Second, building energy conservation would be "Twelve-Five" important directions of investment, successive harvesting policies to benefit in the near future, therefore, market participants believe that building energy efficiency will become "Twelve-Five" energy saving and environmental protection plays in the field.
Shenyin wanguo recommendations concern red Po Lai, delayed China Yantai Wanhua, smart, intelligent and dashi taihao technology topics of investment opportunities. Again
diablo iii power leveling, in water treatmentAreas, both new and retrofit.
Huatai securities recommendations focus on companies in blue water and environmental protection. Finally, from the area of solid waste disposal, huatai securities recommendations focusing on weierli. In the field of air pollution control, dominated by iron and steel industry of the non-power sector of desulfurization and denitrification in electric power industry demand would be "Twelve-Five" plays for air pollution control. For cityMunicipal solid waste treatment, current supply gap is very large, solid waste treatment equipment and facility design and construction companies are focused on investment targets. 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