Which sectors will global climate anomalies affect?
Which sectors will global climate anomalies affect?
Recently, abnormally hot weather has occurred in many places around the world. Affected by this, in the A-share market, sectors such as home appliances and electricity have entered the "peak season", while sectors such as planting have been severely tested. (The following is the information that the editor has collected for you on which sectors global climate anomalies will affect. I hope you like it.)
Institutional insiders believe that as concepts such as "double carbon" and "ESG" gain popularity, climate change will Factors will play an increasingly important role in the investment process.
The home appliances and electricity sectors performed strongly
Since June, many places across the country have started the "grilling" mode, and the areas involved have further expanded. Under the influence of high temperatures, sales of household appliances such as air conditioners and refrigerators are booming, and electricity consumption has also increased significantly.
In terms of news, five departments including the Ministry of Industry and Information Technology issued the "Guiding Opinions on Promoting the High-Quality Development of Light Industry" in June, encouraging places with conditions to carry out green smart home appliances to the countryside and trade-in operations for old ones. In addition, "Several Measures to Promote the Consumption of Green Smart Home Appliances" will be released soon.
Under the influence of the above-mentioned dual factors, the white home appliance industry is experiencing good times. Overall, since June, the white home appliances sector has increased by 11.16%, with a total transaction volume of 7.305 billion yuan. Within the sector, leading stocks such as Hanyu Group, Midea Group, Gree Electric Appliances, and Hisense Home Appliances led the gains. Among them, the share price of Hanyu Group has doubled since June.
The substantial increase in electricity consumption during hot weather has also led to the steady improvement of the power industry. According to statistics from the China Electricity Council, since June, the growth rate of national electricity consumption has turned from negative to positive, and the growth rate is expected to accelerate as the high temperature continues.
In the A-share market, the power sector has increased by 3.82% since June, with a cumulative transaction volume of 19.8 billion yuan. In terms of individual stocks, Shaoneng Shares, New China Port, Shimao Energy, etc. led the gains, with increases of 34.43%, 30.06%, and 15.21% respectively.
The planting sector has been tested by high temperatures
Compared with the white goods and electricity sectors, the planting industry has suffered due to high temperature weather.
In overseas markets, as the world's largest grain exporter, the United States' hot and dry weather has put tremendous pressure on its agricultural production, even threatening the planting of corn, soybeans and other crops. India is the world's major producer and exporter of wheat, rice, and cotton. Data released by the local meteorological bureau shows that India has experienced persistent high temperatures since late March this year. The average temperature in the northwest and central regions has hit a 122-year high, and temperatures are predicted to rise further. Local experts predict that Indian wheat may face an average production reduction of 15% to 25% this year, and cotton sowing may be affected.
Some insiders said that the hot weather happens to occur during the critical filling period of crop growth, and the high global food price boom is expected to continue, which may further exacerbate people's concerns about global food supply.
In the capital market, the A-share planting sector has performed poorly since June. As of July 26, the sector has fallen by 17.24%.
Climate change has become an important factor for investment considerations
Climate change has an increasing impact on the market, and has become an important variable for investors to consider.
KPMG believes that climate change will have a significant impact on businesses. To this end, companies need to take action as soon as possible to reduce their own carbon emissions. And, as the global economy gradually shifts to a low-carbon model, related jobs are expected to continue to increase in the coming years.
Xu Xin, fund manager of the Sustainable Development Investment Department of Huabao Fund, said that classification methods and investment frameworks that consider the impact of climate change are more conducive to exploring factors that affect the long-term value of industries and companies, and have a positive impact on traditional industries. The delineation and investment framework constitute an effective complement. Against this background, the current focus is on the two major investment directions of green economy and digital economy.
ESG indicators are also very popular in the industry, and more institutional investors and asset managers are taking environmental, social and corporate governance factors into consideration in investment decisions. Analysis by HSBC Global Research shows that 40% to 50% of the medium-term factors driving company performance are related to ESG. Companies that do better in ESG generally have more long-term plans, and company management tends to be more forward-looking, making it easier to achieve outstanding performance in the long run.
What are the leading air-conditioning concept stocks?
Gree Electric 000651: A leading air-conditioning stock. Looking back on the past 30 trading days, Gree Electric’s stock price rose 5.6%, with the highest price being 35.2 yuan, and the current market value is 188.089 billion yuan.
Judging from the gross profit in the past three years.
The company is the leader in the air-conditioning industry with the most brand power, product power and channel barriers. In the long run, the company's stable structure + independent innovation will gradually grow into a technology group. The company adapts to the changes of the times and through the "Gree Dong Mingzhu Store" "+ Live broadcast mode promotes new retail, and realizes online and offline platform sharing and mutual linkage. With the effective integration of channels, competitive advantages such as efficiency improvement and cost reduction are expected to be enhanced.
Midea Group 000333: A leading air-conditioning stock, looking back on the past 30 trading days, Midea Group rose 9.32%, with the highest price at 6.149 yuan, and a total trading volume of 1.166 billion hands.
The only home appliance manufacturer in China with a full industrial chain and full product line, and a technology group in consumer appliances, HVAC, robotics and automation systems, and intelligent supply chain (logistics).
Other air-conditioning concept stocks include:
Hisense Home Appliances 000921: In the past three trading days, Hisense Home Appliances fell on one day, with an overall decline of 0.76% during the period, with the highest price being 13.58 yuan, the lowest price is 13.1 yuan. Compared with three trading days ago, the market value of Hisense Home Appliances fell by 136 million yuan. Sanden Company is a world-renowned first-tier supplier of automotive air-conditioning compressors and automotive air-conditioning systems. Its products mainly include mechanical compressors, electric compressors and automotive air-conditioning systems. Its customers include well-known domestic and foreign car companies.
Dunan Environment 002011: The stock price of Dunan Environment (002011) fell in 1 day within 3 days, down 0.81%, and was last reported at 12.37 yuan, down -2.75% in 2022. The company cooperates with China Telecom in the data center refrigeration business. At the same time, the company is a supplier of heat pipe air conditioners for Huawei, mainly serving Huawei's overseas base station projects and domestic data center projects.
Sanhua Intelligent Control 002050: Sanhua Intelligent Control’s stock price has risen on one day in the past three days, up 2.54%. In 2022, the stock price rose 7.99%, with a market value of 100.228 billion yuan. A global leader in refrigeration. The company's main businesses include home appliance refrigeration, auto parts business, microchannel, Yaweike, etc. Its main products in the field of home appliance refrigeration lead the world in market share. The upgrade of air-conditioning products towards high efficiency and energy saving is conducive to the growth of market demand for the company's energy-saving and environmentally friendly series of products and system solutions represented by electronic expansion valves.
Chang Aluminum Co., Ltd. 002160: Chang Aluminum Co., Ltd. has fallen 1.52% in the past three days, now trading at 5.27 yuan. The stock price will rise 4.36% in 2022, with a total market value of 4.193 billion yuan. The company is mainly engaged in the research and development, production and sales of aluminum sheets and foils. Its products cover air-conditioning aluminum foil, alloy aluminum foil and other varieties. They are mainly used in the production and manufacturing of aluminum materials for downstream air-conditioning radiators and automobile heat exchange systems, among which the home appliance industry Most of them are air conditioner manufacturers.
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