Recently, some securities said that northbound funds (funds flowing into the mainland stock market from Hong Kong stocks) have been increasing their holdings of environmental protection sector for nearly a month. This action has attracted the attention of the environmental protection industry. Regardless of anything else, the continuous increase in the harvest of the environmental protection plate must be a good performance.
Data showed that Northbound capital increased its holdings in six sectors, including environmental protection, public utilities, communications and transportation, for three consecutive weeks in the past month, with the largest increase of 9.44% in environmental protection. At the same time, it is also a self-proof of the strength of the environmental protection industry.
It is important to point out that although the development trend of the environmental protection industry is still fluctuating, in the long run, environmental protection will definitely become one of the main directions of social development. Returning to the present, many insiders say that the environmental protection industry is characterized by policy-oriented characteristics. Whether enterprises do environmental protection voluntarily, or enter environmental protection with the support of the state, it is the product of the national policy system planning. "Double carbon" is a central topic worth talking about in recent years or even decades. Allocating more funds to environmental protection equipment and environmental protection technology research will have long-term economic benefits on a certain level.
Secondly, from the perspective of industrial investment, the top design of environmental protection has been constantly optimized. Environmental protection has become an important domestic demand in the investment framework, and is also becoming a major level of concern for investors. Market demand is deep, internal and external driving forces at the same time, environmental protection industry is not out of the difficult.
"In the first half of 2021, listed environmental protection companies generally achieved a relatively high speed and large proportion of revenue growth, and the total revenue of all segments increased year-on-year."
"In 2021, the overall revenue of environmental protection industry will reach 309.792 billion yuan, with a year-on-year growth of 20.88%; The net profit of the parent group was 23.552 billion yuan, up 31.68 percent year on year."
We can see that the strong development of the environmental protection industry has taken shape. More industry analysis believes that by the end of the 14th Five-Year Plan, the environmental protection industry is expected to exceed 2 trillion yuan; By 2030, the national output value of low-carbon industry is expected to reach 23 trillion yuan, contributing more than 16% to GDP. Environmental pollution control, environmental protection equipment and other market segments are shown to have greater industry flexibility.
Brokerages suggest that the overall performance of the environmental protection sector still maintains a high growth trend, and the leading companies in the industry are in a period of rapid growth. It is expected that the net profit growth rate of the environmental protection sector will reach 28% in 2022. In-depth, environmental policies around the dense published nearly period of time, the living garbage incineration power generation in sichuan province mid-term and long-term programs (2022 revision) ", "hebei province about accelerate the urban environmental infrastructure construction implementation plan", etc., mentioned including waste incineration power generation, renewable resources recycling, etc are all in the field of environmental protection growth line relatively clear segmentation of the market.
To sum up, the environmental protection industry is no longer the former unknown "cold" industry, on the contrary, under the frequent stimulation of various news, the industry is gradually rising, the strong development is self-evident!
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