Carbon neutralization and 50ETF (159861) rose more than 2.5%, and Gudewei rose more than 10%

Gudewei rose more than 10%, Sichuan's power daily limit, sunlight power supply rose more than 9%, carbon neutralization and 50ETF (159861) rose more than 2.5%, and the turnover exceeded 40 million yuan.

Xingye Securities said that after 2019, the environmental protection sector has gradually formed two main lines of development and development of the second growth point: from the perspective of continuous and stable operations, the main investment line should take into account the expansion of production capacity and stable operations. On the one hand, the construction of the leading company in the handwriting project can contribute to the growth of the next 2-3 years (and the cash flow is better); on the other hand, the industry Matthew effect is prominent, the industry concentration is improved, and the industrial concentration is improved. Excellent companies with chain horizontal vertical integration capabilities are expected to continue to thicken their own profits, and the investment value is expected to be reused. From the perspective of pioneering the second growth point, due to the relatively stable operating conditions of the operation and environmental protection projects, and the cash flow status is good, high -quality operating companies have given full play to the advantages of cash flow to open up new main businesses and outline the second growth curve. In addition, the emerging environmental protection format of Gao Jinggui is also worthy of attention. For example, the field of exhaust gas governance systems and supporting affiliated equipment in the pan -semiconductor field, and it is expected to achieve a rapid growth of high degree of certainty in the context of continuous capital expenditure in integrated circuits.

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