"Step accurate rhythm to catch heat, it is everyday advocate rise billow. " such view is in capital market is vast to circulate.
On March 15 that day, a experience " green on Monday " , 3 thumb count collective callback, do poineering work board pointing to closing quotation is to drop greatly more 4.09% . However, sand blown by wind is administered board piece however because of " come 10 years the strongest sand and dust is cruel " against the wind flies, relevant concept all fronts waves red.
This morning, observatory continues to release the topic of # of early-warning of blue of sanded dust storm to go up again in the center of # small gain heats up search, a after open quotation, "PM2.5 " the concept begins strong, bibcock humble amounts to environmental protection (600526.SH) one word harden, belong to a concept up to closing quotation place in all 4 a harden, board piece go up amount to 3.53% .
And as " carbon is counteracted " the abidance of concept and its branch is hot fry, the research organization points out, relevant theme hopeful becomes the stronger masterstroke inside year.
North meets 10 years of the strongest sanded dust storm
A relevant concept borrow situation fly upwards
Yesterday (on March 15) , north encounters weather of sand and dust, the limits that sanded dust storm affects also is close 10 years the widest.
Be in that day, although A point to collective callback big 3, do poineering work board point to the biggest drop exceed 5% , "Sand blown by wind is administered " board piece borrowing however " come 10 years the strongest sand and dust is cruel " against the wind goes strong, "Sand and dust is cruel " the concept was become that day the market in 10 thousand green clumps red.
What belonging to a concept is processing of sand blown by wind, include to cheat careless zoology (300355.SZ) , clean of 100 million benefit can (600277.SH) etc.
On March 15 that day, the clean of 100 million benefit that basically expands desert green economy can closing quotation harden, do poineering work board the repair of sanded ground zoology that covers careless zoology business to involve Meng Cao covers wind erosion hole, sand to change land and desert edge 3 sort, as authentic concept, go up greatly nearly 18% , both share price all achieves close half an year to come new tall.
It is together do poineering work board zoology of a strong determined person is the most rising nearly 15% ,
But, "Sand and dust is cruel " of the concept durative not be very strong. Now open quotation, "Sand blown by wind is administered " board piece performance is weaker, cheat clean of careless zoology, 100 million benefit to be able to wait go situation all under anticipate, if be the investor that seeks Gao Jin to go yesterday, early dish the likelihood that returns existence to cut the flesh.
Up to closing quotation, the zoology in having a hat only (300948.SZ) , zoology of a strong determined person (300197.SZ) expression is goodish, the zoology that cheat grass is small close go up 1.17% , clean of 100 million benefit can drop 1.44% .
Influence of weather of sand and dust continues
PM2.5 concept stand again uptake
This morning, central observatory continues to release early-warning of blue of sanded dust storm: Suffer effect of cold air gale, predict on March 16 8 when to 17 days 8 when, the partial area of the municipality of city of 10 many provinces such as our country Xinjiang, Inner Mongolia, Qinghai, Gansu Province, Ningxia, Shaanxi, Shanxi, Heibei, Beijing has Yang Sha or floating dust weather.
Information of zoology environment ministry says, 16 days - 18 days, suffer effect of weather of stronger sand and dust, our country north is major the area will appear regional contaminative process is spent in coming gently.
It is with Beijing exemple, 16 days - 17 days, suffer effect of weather of sand and dust of big range area, PM10 will be maintained in come to spend contaminative process again; 18 days - 19 days, 22 days - 23 days, 27 days - 30 days, air quality comes to spend pollution gently for fine, principal contaminant is PM2.5.
Follow closely " sand and dust is cruel " after the concept, "PM2.5 concept " stand subsequently uptake.
Now open quotation, the humble that enterprise of scientific research of environmental protection machinery, China enters one of industries of equipment of air pollution prevention and cure the earliest amounts to environmental protection (600526.SH) one word harden, advocate course of study is protected for the Yuan Dahuan of to decoke of flue gas of igneous power plant (600292.SH) subsequently large also sheet seals harden board dead, board piece inside dish in show general to go up posture.
Up to closing quotation, consult straight flush place lists a concept in light of the index, do poineering work board a beginning environmental protection (300137.SZ) rise 12.3% , go up a house before. Whole idea board piece go up greatly that day 3.53% , board piece inside 32 share 4 harden, rise domestic number amounts to 27.
And from dish look later, with the environment of harden monitors enterprise Xue Dilong now (002658.SH) for exemple, analysis of data of a list of names posted up of this dragon tiger shows straight flush, its are pulled basically participate in what rise just be idle fund capital. Hype " PM2.5 concept " capital or it is active idle fund.
Carbon trades concept lift harden tide
Carbon counteracts thematic hopeful inside manhood stronger masterstroke
The near future, the masterstroke subject matter with the hottest market is without doubt " carbon is counteracted " concept, the concept related to its board piece also take advantage of a favorable situation walk out of an ascendant prices, and for the formulation from the environmental protection that decrease a platoon, of afore-mentioned hype " sand and dust is cruel " and " PM2.5 " the concept is belonged to " carbon is counteracted " branch, two board piece inside many accessary " carbon is counteracted " concept.
Now closing quotation, carbon trades concept lift harden tide, board piece inside 28 have 8 harden, board piece go up amount to 6.19% .
Carbon trades concept lift harden tide
The orgnaization such as the negotiable securities that bring a letter is right in relevant analysis " carbon is counteracted " the proposal that the theme gave out to pay close attention to mainly.
Institute of negotiable securities opening a source grinds the newspaper points out further, no matter be the angle that discharges absolute magnitude or carbolic intensity from carbon,will look, our country still has bigger fall space. From this its think, still quickening as relevant policy period, carbon counteracts thematic hopeful to become the inside year stronger masterstroke of drive value regression.
Strategy of wide hair negotiable securities expresses, "The carbon before 2030 amounts to a peak, carbon of the implementation before 2060 is counteracted " green of level of the state that decide tune develops the strategy, open revolution of the 3rd the sources of energy, be Industrial Revolution the 4th is important prop up, indicating green industry is periodic inflection point appears, in in long-term inside the theme invests an opportunity related contain huge.
Bai Zhaopeng of red star journalist
The editor-in-charge holds the post of annals river to edit Chen Yingpeng
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