China Times (www.chinatimes.net.cn) reporter Xu Yunqian, trainee reporter Wang Yue reports from Beijing
As of the close of this Friday (September 3), the environmental protection sector has risen or fallen 4.27%. At present, individual stocks in the sector have generally risen. Many stocks in the sector are trending strongly, and 10 stocks have reached their daily limit.
During the week, the Shanghai Composite Index rose or fell by 1.69%.Shenzhen Component IndexThe increase and decrease was -1.78%,Growth Enterprise Market IndexThe increase or decrease was -4.69%.The environmental protection sector outperformedThe Shanghai Composite Index, Shenzhen Component Index, ChiNext Index 2.58%, 6.05% and 8.96%
In terms of individual stocks, a reporter from China TimesStraight FlushRelevant data combing found that this weekEnvironmental EngineeringA total of 66 stocks in the sector rose, and the ones that performed better wereYongqing Environmental Protection(29.92%)、Wanyi Technology(17.79%)、Fresh environment(16.93%)、Wanbangda(16.09%)、Sinoma Energy Conservation(15.02%), the increase was more than 15%; one stock was flat; 17 stocks fell, the overall decline was relatively small, only 2 stocks fell more than 10%, respectivelyLonghua Technology(-10.89%) andJiugo Hi-Tech(-14.92%). It is worth noting thatJiugo Hi-TechIt has fallen more than 10% for two consecutive weeks.
It is worth noting that since September 2020, listed companies in the environmental protection industry have actuallyRepurchaseThe total amount is as high as 1.868 billion yuan, while the total actual repurchase amount of the environmental protection industry during the previous round of major adjustments in the environmental protection industry was only 237 million yuan. The high actual repurchase amount, on the one hand, reflects the company’s strong cash flow strength and good fundamentals; on the other hand, it also reflects that some companies have entered the value range at the current time.
*ST energy savingSix-day five-board continuous daily limit
This week,*ST energy savingOn August 27, August 30, and August 31, 2021, the deviation of the closing price increase in 3 consecutive trading days reached 15.30%; September 1*ST energy savingThe daily limit closed again. The stock had previously reached the daily limit on August 25, achieving a six-day five-board continuous intensive daily limit. The stock has daily daily limit 74 times in the past year.
*ST Energy’s recent daily limit is related to the ST sector restrictions, and the company has signed the “Debt Settlement and Transfer Agreement” and “Creditor’s Rights” with some creditors.ReorganizationAnd Settlement Agreement” and “Settlement Agreement”. At present, the company is mainly engaged in the clean smelting business in the energy saving and environmental protection industry.Environmental Engineering, PM2.5, sewage treatment and other environmental protection-related sectors rose significantly.
The company has disclosed the semi-annual on August 30, 2021PerformanceSituation, realizationOperating income1,277,600 yuan, down 60.49% year-on-year, attributable to listed companiesshareholderofNet profitIt was 1.962 billion yuan, which turned losses into profits year-on-year; net assets at the end of the period were -29.8 million yuan.according toannouncementIt shows that the company, its controlling shareholder, and actual controller are suspected of violating laws and regulations in information disclosure.
As of the “Announcement on Abnormal Stock Trading Fluctuations and Risk Warnings of Shenwu Energy Conservation Co., Ltd.”, Shenwu Group holds 238,600,000 shares of the company, accounting for 37.44% of the company’s total shares, and remains the controlling shareholder of the company.All of the above sharesPledge, And have all been frozen and waiting to be frozen, there is a risk of being filed for auction and compulsory processing. The company’s shares held by Shenwu Group have been auctioned and judicially transferred 110,810,462 shares. If the company’s shares held by it continue to be auctioned or compulsorily dealt with, there is a risk of change in the company’s control rights.
Good news comes out frequently, driving the daily limit of multiple stocks
On August 30, the Central Committee for Comprehensively Deepening Reforms held a meeting and reviewed and approved the “Opinions on Deepening the Battle of Pollution Prevention and Control.”The meeting emphasized that it is necessary to maintain strength, extend the depth, and broaden the scope, pay close attention to the key areas and key links of pollution prevention and control, and concentrate efforts to overcomeCommon peopleProminent ecological and environmental issues around us, strengthen the coordinated control of multiple pollutants and coordinated regional governance, coordinate water resources, water environment, and water ecological governance, promote soil pollution control, strengthen solid waste and new pollutants, and completely prohibit the import of “foreign garbage” , To promote pollution prevention and control to achieve new breakthroughs in key areas, important areas, and key indicators.
Galaxy Securities believes that the “Opinions” clarify the key areas and key links of pollution prevention and control in the “14th Five-Year Plan”. Coordination of pollution reduction and carbon reduction is the theme of future industry development, and refinement, in-depth, and integration are the core directions. In the environmental protection industry, areas such as new energy and sanitation, solid waste and hazardous waste treatment and disposal, and renewable resource recovery are expected to benefit fully.
August 31,Yongqing Environmental ProtectionOpen higher and fast daily limit,Jinglan Technology、Botian Environment、Fresh environment、Tamada、Sinoma Energy Conservation、Nanda Environment、Oriental Garden、*ST Star Source9 stocks including, *ST Energy Conservation and so on, followed by daily limit,Nanda Environment、Baan Water、CLP Environmental Protection、Oriental GardenMany stocks also rose sharply.
Yongqing Environmental ProtectionThe deviation of the closing price increase in the two trading days on August 31 and September 1 has accumulated more than 30%. The recent fluctuations are mainly due to the dual impact of soil remediation related information and the company’s equity participation in the financial business.
It is understood that the “Construction Land Soil Pollution Risk Control and Remediation Credit Record System for Practicing Units and Individuals” will be launched on September 1, 2021. Yongqing Environmental Protection has three national scientific research technology platforms: “National Enterprise Technology Center”, “National Engineering Laboratory for Farmland Soil Pollution Prevention, Control and Remediation Technology” and “National Postdoctoral Research Station”; it has carried out research and development of carbon dioxide capture technology and has obtained experiments The technical reserves of laboratory research topics can be actively focused on business development opportunities in this field in accordance with relevant national policies and combined with existing businesses.
At present, the subsidiary Yongqing Industrial Investment Management Co., Ltd., as the company’s main body to participate in PPP investment, industrial investment and a financial investment platform in line with the company’s strategy, the company holds 14% of SanxiangBank。
TamadaThe daily limit closed on August 31, and the stock price rose by 20% to a closing price of 39.54 yuan. The stock has daily limit once in the past year.TamadaAs a traditional sanitation service company, its main business is municipal sanitation and property cleaning, and its main products are property cleaning, municipal sanitation, etc.
According to Yuhetian’s semi-annual report, during the reporting period, the company’s municipal sanitation business achieved revenue of 1.879 billion yuan, a year-on-year increase of 16.68%, accounting for 78.33% of total revenue; grossinterest rateIs 29.69%.Yuhetian stated in its investor relations event on August 18 that after 24 years of development, the company has achieved industry-leading advantages in the areas of municipal sanitation and property cleaning.interest rateSlightly higher than its peers.As of the end of the first half of the year, the company’s municipal sanitation business was in handcontractThe total amount is 35 billion yuan, the contract value to be executed is 25.3 billion yuan, and the total amount of newly signed contracts for the municipal sanitation business segment is about 1.321 billion yuan.
(Source: China Times)
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