The environmental protection sector has welcomed the policy of favorable policies. Qianjiang Water Conservancy rose more than 50%during the year.

China Times (chinatimes.net.cn) reporter Wang Yue Xu Yunqian Beijing report

As of the closing of this Friday (June 17), the environmental protection sector rose -0.09%, the Shanghai Stock Exchange index rose and declined by 0.97%, the Shenzhen Stock Exchange Index rose by 2.46%, the GEM index rose and decline of 3.94 to 3.94 %, The environmental protection sector and the overall trend of the broader market are back, downward for two consecutive weeks.

In terms of individual stocks, the reporter of "Huaxia Times" combed according to the relevant data of the same flowers and found that a total of 42 stocks in the environmental protection sector rose this week. Among them, the performance was good. Controlling development (10.59%), a total of 3 stocks rose more than 10%; 6 stocks remained flat; 81 stocks were declining, accounting for relatively small, of which high-energy environment (-9.31%), Dechuang Environmental Protection (-7.77%) And entrepreneurial environmental protection (-4.67%) has a higher decline, and the overall decline is smaller.

During this week, the leading environmental protection stocks have different trends. Most of the top ten environmental protection stocks in the market value showed downward. Among them, the high-energy environment declined significantly, reaching -9.31%. It reached -0.54%, which is similar to floating last week.

In terms of policies, on June 17, the "Implementation Plan for Pouring the Carbon Coordination Coordination and Efficiency" issued by the Ministry of Ecology and Environment, the National Development and Reform Commission, the Ministry of Industry and Information Technology, and the National Energy Administration pointed out that the establishment of green electricity prices that help enterprises have green and low -carbon development of enterprises Policies, expand the scope of cleaning and heating fiscal policy to the entire northern region, orderly promoting the replacement of bulk coal and existing building energy conservation transformation; strengthen the application of clean production audit and evaluation and certification results, and use it as a ladder electricity price, water quota, heavy pollution, and pollution The important basis for the formulation and implementation of differentiated policies such as weather performance grading and control;

*ST Botian's cumulative increase reached 111.94%

During this week,*ST Botian (603603) increased by 26.22%, leading the environmental protection sector, of which the daily limit was touched on June 16. As of the close of June 17,*ST Botian's closing price was 5.68 yuan/share. It is worth noting that since May 12, 2022,*ST Botian has reached 111.94%, and the cumulative deviation value has reached 103%.

Regarding the recent situation where stock prices fluctuate,*ST Botian issued risk prompt announcements on June 17.

It is understood that in April 2022, the*ST Botian creditors Anhui Zino Environmental Protection Technology Co., Ltd. applied to the Beijing First Intermediate People's Court to reorganize*ST Botian and apply for start -ups. Tianzheng actively assisted the temporary manager to promote the relevant work in the pre -re -stages in an orderly manner.

As of the disclosure date of the announcement, whether*ST Botian has officially entered the reorganization process is uncertain; however, no matter whether to enter the reorganization process,*ST Botian will actively do daily management and management on the basis of existing. If the court ruled that the creditor's reorganization application proposed by the creditors and the successful implementation of the reorganization plan will be conducive to optimizing*ST Botian's asset -liability structure and improving the continuous operation and profitability of*ST Botian; if the reorganization failed,*ST Botian will have the risk of being declared bankrupt; if*ST Botian is declared bankrupt, the company's stock will face the risk of being terminated.

It is worth noting that*ST Botian also prompts the risk of pledge of big shareholders. It is understood that the company's controlling shareholder Huijin Juggle (Ningbo) Investment Management Co., Ltd. holds 148248078 shares of the company's limited sales conditions, accounting for 35.48%of the company's total share capital. The cumulative number of the controlling shareholders pledged the company's shares of 14658,4247, accounting for 98.88%of the total number of shares in its holding company, and the controlling shareholders held all the company's shares of the company have been judicially frozen and waiting for frozen. *ST Botian was influenced by the macroeconomic environment and industry situation, which caused the company and subsidiaries to be tight, and some financial institutions such as some financial institutions failed to repay or renew the loan as scheduled. As of now, the total amount of overdue debt of*ST Botian is 181 million yuan.

*ST Botian said that the company's main business covers business fields such as industrial water treatment, urban and rural water environment, film product manufacturing and services, soil and groundwater restoration. Up to now, the external market environment and industry policies have not been adjusted significantly; the company's main business has not changed, and the current production and operation order is basically normal.

According to public data,*ST Botian achieved operating income of 1147.414 million yuan in 2021, and the net profit attributable to shareholders of listed companies was -1419.6279 million yuan.

Qianjiang Water Conservancy rose 50.43% during the year

During this week, Qianjiang Water Conservancy (600283.SH) increased by 15.12%, and the increase in the environmental protection sector was high. Among them, the daily limit was touched on June 15. As of the closing of June 17, the closing price of Qianjiang Water Conservancy was 19.03 yuan/share.

It is understood that the main business of Qianjiang Water Conservancy is the production and supply of tap water, while operating sewage treatment and municipal tap water pipeline installation business. The company's main products and services are the sale of tap water supply, sewage treatment, pipeline installation business, materials and equipment.

According to Qianjiang Water Conservancy's 2021 annual report, the company achieved operating income of 1.539 billion yuan during the reporting period, an increase of 16.99%year -on -year; the net profit attributable to the mother was 151 million yuan, an increase of 8.76%year -on -year. From the perspective of different business sectors, the company's tap water supply business newspaper achieved revenue of 921 million yuan during the reporting period, accounting for nearly 60%, an increase of 13.01%year -on -year; the revenue of sewage treatment was 215 million yuan, a year -on -year increase of 21.90%; pipeline installation was installed in pipeline installation; The business realized revenue of 300 million yuan, an increase of 37.43%year -on -year. Qianjiang Water Conservancy has been involved in the water industry in 2000. The current water supply business covers the entire industry chain of water supply services. It has two prefecture -level cities in Zhoushan and Lishui, Zhejiang Province, and the three counties (districts) of Yongkang, Lanxi, and Jinhua Wucheng. The project accounts for about 10%of the water supply market in Zhejiang Province.

In fact, since this year, the news of water conservancy -related profits has continued, and my country's water conservancy investment has accelerated significantly, higher than the overall infrastructure investment. Under the policy spring breeze, Qian Jiang's water conservancy obtained five consecutive boards from May 24th to 29th, and touched the recent historical high of 21.92 yuan, an increase of 50.43%during the year.

It is worth noting that within this week, the water conservancy project has welcomed the policy blessing. On June 13, the People's Bank of China and the Ministry of Water Conservancy jointly held financial support for the construction of water conservancy infrastructure construction to promote work TV conferences to deploy further water conservancy construction financial services to help stabilize the macroeconomic market. The meeting requested that policy and development banks should make good use of the newly added 800 billion yuan credit quota, grasp the task breakdown, strengthen the assessment incentives, and increase their support for major national water conservancy projects.

Regarding the situation where water conservancy construction has continued to get multi -sector blessings this year, independent economist and financial commentator Wang Chikun told the reporter of the China Times that before the peak of the flood season during the summer season, the central government mentioned many times that water conservancy construction is still the same. Last summer, a severe rain and waterlogging tragedy occurred in Henan and other places in the flood season during the flood season, which caused major casualties and economic losses, which also attracted great attention from the central government. Related deployment of water conservancy construction.

Guotai Junan believes that in 2022, economic work is focusing on steady growth, and water conservancy is one of the important infrastructure fields with the characteristics of strong social benefits, large absorption investment, and long -term industrial chain. Water conservancy is expected to fully boost demand and create employment, and make important contributions to the achievement of stable growth. Combined with the work deployment of the Ministry of Water Resources, the water conservancy will focus on the construction of major engineering construction and smart water conservancy supplements from major projects such as the national water network and the watershed. In terms of medium and long -term planning, the water conservancy construction during the "Fourteenth Five -Year Plan" will achieve high -quality development from the four major investment directions of flood control, water supply, smart water conservancy and ecological restoration. Enter a new round of growth.

Editor -in -chief: Xu Yunqian Editor: Gong Peijia

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