What are the smog control concept stocks?
Many places have issued haze warnings recently, and the market has once again shifted the focus to haze concept stocks. Many haze concept stocks bucked the trend and strengthened last Friday. Great Wall Securities analyst Jin Shaohua and other analysts said in an interview with reporters yesterday that the emergence of haze weather has made the market pay more attention to environmental protection and governance stocks. The sharp rise in such stocks is difficult to sustain in the long term, but they have medium and long-term investment value. Players can gamble when similar opportunities arise.
The haze weather pushed up related concept stocks
After the long holiday, many regions in my country encountered haze weather, and the lives of residents in many places were also affected to varying degrees. The haze concept stocks were once again The market is concerned. Data shows that the PM2.5 index enjoyed three consecutive positive days after the National Day. When the market pulled back last Friday and many stocks fell, smog concept stocks rose against the trend when the market fluctuated and went down. Among them, Xianhe Environmental Protection (Quotes, Consultation) daily limit, Feida Environmental Protection (Quotes, Consultation), East Lake High-tech (Quotes, Consultation), Kelin Environmental Protection (Quotes, Consultation) and other concept stocks rose by more than 3%.
In fact, in the previous haze weather in recent years, "atmospheric governance concept stocks" have brought many surprises to investors. Almost every time there is a haze weather or the country promulgates corresponding environmental protection policies, , smog concept stocks will be speculated by the market. Investors who are keen on investing in environmental protection and air management concepts also told reporters that environmental protection issues have always been of concern to society and the state has always provided support. They believe that all sectors of society will continue to pay attention to environmental protection issues in recent years, so related concept stocks will also benefit in the long term.
Recently, jokes related to haze concept stocks have been circulating on the Internet. In addition to concept stocks of atmospheric governance and environmental protection, many related industries have also been discussed. "Navigation industry: Because you don't know where you are going, you all rely on navigation; radar: all aircraft land and take off blindly, relying on radar and air traffic control; infrared: used to detect whether there are people around; outdoor LED: traditional big-name advertising Gone; smart transportation: unable to see the road ahead, posing hidden dangers, relying on smart transportation to disperse traffic in a timely manner; games, movies, videos, and video dating sites: staying at home because you can’t go anywhere.”
Fog. The third-quarter report of haze concept stocks is promising
Currently, the Chinese government is gradually increasing its investment in environmental protection, and most funds have also allocated funds to this market hot spot. Data from this year's mid-term reports of listed companies and funds show that in the first half of this year, 226 active stock hybrid funds were involved in 17 environmental protection stocks, with a total market value of more than 6 billion yuan. Among them, there are 8 concept stocks with heavy allocations in the fund in the second quarter, namely Xuelang Environmental (Quotes, Consultation), Xianhe Environmental Protection, Shanghai Kaibao (Quotes, Consultation), CTI Testing (Quotes, Consultation), Shandong University Walter (quotes, consultation), Hengdian DMC (quotes, consultation), Guodian Qingxin (quotes, consultation), Longyuan Technology (quotes, consultation). Xianhe Environmental Protection is favored by 33 active stock hybrid funds and has been heavily allocated by 8 funds. Shanghai Kaibao and CCT Testing are held by 41 and 54 funds respectively and have heavy positions by 7 funds each. Shandong Huate, Hengdian Dongmei and Guodian Qingxin were heavily held by 6, 5 and 4 funds respectively. Tmall imported from the United States to effectively prevent smog and haze and protect yourself when going out
Overall, the fund with the most extensive allocation of listed companies in the environmental protection industry is Morgan Stanley’s quantitative allocation, with the largest holdings of 7 companies. shares. ChinaAMC Return, ChinaAMC Return No. 2, Morgan Stanley Strategy, Penghua Power, Yinhua CSI Growth, and Harvest Quantitative allocate 4 companies each. In terms of the total number of shareholdings, Penghua Power, Oriental Selection, and China Investment Advantage ranked the top three, holding a total of 20.66 million shares, 13.2 million shares, and 10.95 million shares respectively.