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環保板塊走高 三聚環保(300072.SZ)大漲超14%
格隆匯 09-29 11:48
格隆匯9月29日丨環保板塊走高,三聚環保大漲超14%,盈峯環境漲超6%,科融環境、中環環保、瀚藍環境等紛紛上漲。日前,國家發改委等四部門聯合印發《關於擴大戰略性新興產業投資 培育壯大新增長點增長極的指導意見》。《指導意見》提出,加快節能環保產業試點示範,實施城市綠色發展綜合示範工程,探索開展環境綜合治理託管、生態環境導向的開發(EOD)模式等環境治理模式創新,提升環境治理服務水平,推動環保產業持續發展。太平洋證券表示,環保產業是戰略新興產業,大力發展環保產業,是我國統籌經濟高質量發展和生態環境高水平保護的重要舉措,預計十四五相關規劃將陸續出台,政策環境持續向好;而行業競爭格局(過年2年來的行業出清)、投融資環境(國家綠色發展基金等)也呈持續向好態勢,持續看好環保行業的業績反轉+估值修復的戴維斯雙擊行情。

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