Environmental protection first A shares NPC and CPPCC market ahead of the unveiling of the Sina Level2:A shares of sina finance financial speed Kanpan client: the most profitable investors in 2016, "13th Five-Year" plan at the beginning of the year, the main direction of steady growth and promote reform is still the current economy, a number of related policies will continue to advance. With the NPC and CPPCC approaching, all segments are expected to usher in a substantial positive intensive landing, "reform" and "The Belt and Road", "environmental protection" has become a hot word. These "hot words" are also expected to bring an upsurge of A stock market, help A stocks out of the decline, the two sessions market is starting to kick off. From this day onwards, this newspaper will continue to sort out the hot topics and plates related to favorable policy expectations. In recent years, the national and local sessions, the topic of environmental protection has become the focus. In the two sessions held in succession this year, for atmospheric governance, water pollution control, and other places have introduced heavy measures. With the arrival of the two sessions in 2016 and the ten rules of water landing soon, "beautiful China" and other environmental stocks are expected to set sail again. Hot words: many NPC and CPPCC focusing on environmental protection since 2016, the country held a succession of NPC and CPPCC, many provinces deployed 2016 key environmental protection work, promote the development of local environmental protection industry. Among them, Beijing will continue to do the air pollution control, water pollution control work, and adopt comprehensive measures, and strive to use the shortest time to solve this problem; Tianjin will further reduce the total coal consumption, the core area of Binhai New Area Center City, free burning coal; Shanghai city environmental protection investment plans in 2016 will reach 80 billion or so. Accounted for 3% of GDP; Zhejiang announced the ten practical livelihood in 2016, third will increase the haze control efforts placed in the most important position. In early 2012, eighteen for the first time to put forward the concept of "beautiful Chinese", and "13th Five-Year" planning "proposal" again to "beautiful Chinese" in an important position. In the industry view, along with the 2016 NPC two sessions approaching, environmental protection will continue to be the focus of the issue. Action: water trillion feast open recently, the Ministry of environmental protection through the "ecological environment construction of big data, overall plan" "water pollution prevention action plan implementation assessment methods (Trial)", to promote the environment of big data work and the "ten water" and landing. Analysts believe that the scheme to promote the system integration and data sharing through the Internet will promote business collaboration, improve the system of standards and data security system, to build large data application platform, management platform and large data cloud platform architecture and environmental protection, promote the improvement of the environment. At the local level, including Shandong, Anhui, etc., nearly 30 provinces (autonomous regions and municipalities) announced the prevention and control of water pollution, water will also open the feast trillion. In addition, with the introduction of the "ten water" rules, landing, accountability will be further refined implementation. The Ministry of environmental protection will sign the responsibility letter of water pollution prevention and control for all provinces and municipalities, and if the local government fails to control it, it will face strong accountability. Layout: focus on the concept of "beautiful China"

环保先行 A股“两会行情”提前揭幕 新浪财经Level2:A股极速看盘 新浪财经客户端:最赚钱的投资者都在用   2016年,“十三五”规划的开局之年,稳增 长和 促改革仍是当下经济的主要方向,多项相关重大政策将继续推进。随着全国两会的临近,各细分领域有望迎来实质性利好密集落地期,“改革”、“ 一带一路 ”、“环保”等成为热词。这些“热词”也有望为A股市场带来一股股热潮,有助于A股走出颓势,两会行情正拉开序幕。从今日起,本报将陆续梳理与政策利好预期有关的热点主题与板块。   近年来的全国以及地方两会上,环保话题成为焦点。在今年陆续召开的地方两会上,对于大气治理、水污染治理等,各地纷纷出台了重磅措施。伴随着2016年全国两会的临近和水十条细则落地在即,“美丽中国”等环保概念股有望再度启航。   热词:多地两会聚焦环保   2016年以来,全国各地陆续召开两会,多省市部署了2016年环保重点工作,推进地方环保产业的发展。   其中,北京将坚定不移地做好大气污染治理、水污染治理等工作,采取综合措施,力争用最短时间把这个问题解决好;天津未来将进一步削减煤炭消费总量,中心城区、滨海新区核心区实现无燃煤化;上海市计划2016年环保投入将达800亿,占 GDP的3%左右;浙江则公布了2016年的十件民生实事,第三次将“加大雾霾治理力度”摆在了最重要的位置。   早在2012年,十八大就首次提出了“美丽中国”的概念,而“十三五”规划《建议》则再次把“美丽中国”摆在重要的位置。   在业内看来,伴随着2016年全国两会的临近,环保仍将是焦点议题。   行动:万亿治水盛宴开启   近日,环保部通过了《生态环境大数据建设总体方案》、《水污染防治行动计划实施情况考核办法(试行)》,推进环境大数据工作和“水十条”切实落地。   分析人士认为,上述方案的通过将会推动系统整合互联和数据开放共享,促进业务协同,完善制度标准和数据安全体系,有利于建成大数据应用平台、管理平台和大数据环保云平台架构,促进环境的改善。   在地方层面,目前包括山东、安徽等在内,已有近30个省(区、市)公布了水污染防治工作方案,万亿治水盛宴亦将开启。   此外,随着“水十条”细则的出台落地,问责制也将进一步细化落实。环保部将和各省市签订水污染防治目标责任书,地方若治理不力将面临强力问责。   布局:关注“美丽中国”概念   伴随着全国两会的临近和水十条细则落地在即,环保概念股有望再度受到市场的热捧。   经济学家宋清辉表示,“两会”政策预期行情依然值得期待,政策利好预期有利于A股走出目前的颓势,迎来一波重要的修复行情,建议关注“美丽中国”等环保概念股。   兴业证券 指出,环保板块2015年业绩预告增速中枢在25%-30%,预计2016年业绩增速超20%将是大概率事件。目前,该板块估值逐步恢复到合理水平,板块热点预期回归到确定性优质成长个股。   针对污水处理板块, 长江证券 认为,2015年板块实现业绩20.03亿-23.87亿,增幅29%-54%。目前,PPP落地的比例仍不高,随着模式逐步理顺及政企磨合,预计在“十三五”期间,污水治理板块企业将继续释放业绩。   A股公司中, 中山公用 形成以环保水务为主体、农贸市场和股权投资为两翼的业务架构; 延华智能 出资5000万元投资天源环保29.36%股权,切入智慧环保领域; 南方泵业 继收购金山环保、拟收购中咨华宇后,从中游设备制造到水污染、环境治理产业链全布局初步完成。此外,还可关注 菲达环保 、 永清环保 、 龙净环保 、 铁汉生态 等个股。 新浪声明:此消息系转载自新浪合作媒体,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。 进入【新浪财经股吧】讨论相关的主题文章: