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全面禁燃令“是時候終結了”!概念股集體“狂歡”,升停個股緊急迴應

今日,民爆概念股升幅居前,華爾泰、ST熊貓一字升停,凱龍股份、壺化股份開盤拉昇快速升停,國泰集團、雅化集團升超3%。

消息面上,央媒發聲,人大常委會提及,部分地區關於全面禁燃煙花爆竹的規定或發生改變。

央視:全面禁放煙花爆竹,是時候終結了

12月26日,全國人大常委會法工委主任沈春耀在報吿中提到“全面禁燃煙花爆竹不合法”這一案例,稱“有的地方性法規規定,全面禁止銷售、燃放煙花爆竹。有公民和企業對全面禁止性規定提出審查建議。”

法工委經審查認為,大氣污染防治法、國務院制定的煙花爆竹安全管理條例等法律、行政法規對於銷售、燃放符合質量標準的煙花爆竹未作全面禁止性規定,同時授權縣級以上人民政府可以劃定限制或者禁止燃放煙花爆竹的時段和區域;有關地方性法規關於全面禁止銷售、燃放煙花爆竹的規定,與大氣污染防治法和煙花爆竹安全管理條例的有關規定不一致;關於全面禁售、禁燃的問題,認識上有分歧,實踐中也較難執行,應當按照上位法規定的精神予以修改。

報吿稱,經溝通,制定機關已同意對相關規定儘快作出修改。

同時,央視網發佈文章《煙花爆竹禁燃令該全面解綁嗎?》,其中指出,禁燃煙花爆竹最早可以追溯到1988年,但直到2015年,嚴重的霧霾和大氣污染的問題,才讓人們對禁燃煙花爆竹達成共識,一些地方陸續出台了“禁燃令”。

值得一提的是,到2023年初,多地對“全面禁燃、禁售煙花爆竹”政策作出調整、鬆綁。

2023年初,河南、廣東、山東、遼寧等多地將“禁止”改為“限制”,規定民眾在特定時段和區域內可以燃放煙花,通過細緻的規定引導人們科學適度燃放煙花爆竹,曾引來一片叫好聲。

央視網文章指出,地方禁放煙花爆竹,無非是出於環保壓力和安全隱患,但我國在環保方面已取得顯著成效,而劃定可燃放的時段和區域、做好安全措施,也已是各地的成熟經驗。

文章認為,中國人辛勞了一年,應該享受過年的喜悦,應該有仰望絢爛煙花的權利。如今,在2024年春節來臨前,各地應以全國人大法工委的聲音為契機。全面禁放煙花爆竹,是時候終結了。

在受上述消息刺激升停後,凱龍股份在互動平台迴應稱,公司主營的民爆產品、硝酸銨及複合肥、礦業產品均不用於煙花爆竹生產。

此前,華爾泰回覆投資者提問時表示,公司的硝酸產品可用於製造煙花、爆竹的髮色劑,硝酸下游客户中有從事煙花、爆竹生產的企業。

ST熊貓也在互動平台表示,公司目前沒有煙花生產,只有銷售。

國泰集團表示,控股子公司江西永寧科技有限責任公司是國內高氯酸鉀龍頭企業,高氯酸鉀行業標準《HG/T3247-2017》第一起草和修訂單位,其產品主要作為煙花鞭炮的原輔材料。

距離春節還有一個多月的時間,如果全面禁放煙花爆竹的規定被修改的話,煙花爆竹的銷量確實會有所上升,但可能不會帶來特別大的銷量,因為往年雖説有部分地區全面禁止燃放煙花爆竹,但實際操作過程中還是存在空間。

目前,市場正處於弱勢修復過程中,光伏等超跌題材迎來反彈,類似消息面上的炒作可能很難持續很長時間,還是需要注意退潮風險。

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