Yesterday, National Development and Reform Commission also indicated that in the first three quarters, our energy conservation and pollution reduction was implemented well. In the first half year, specific energy consumption was 2.8% lower than that of last year. However, due to excessive growth of steel, electric power and other four high energy consumption industries, the situation of energy conservation and pollution reduction in China is still serious. It is predicted that the later national policy will greatly support the development of enterprises equipped with energy conservation and pollution reduction, which will provide investment opportunity for some listed companies with technological advantage.
The insider points that the domestic energy saving and environment protective industry mainly includes two categories: the first is enterprises that directly engage in sewage disposal, garbage treatment, and desulfurization business, etc; the second is enterprise specializing new energy resources production. In terms of individual share, you may pay attention to enterprises specializing relative energy saving and environment protection businesses, such as Beijing Capital Co., Ltd, which engages in water treatment. Comprehensive water price up regulation (including treated water supply and sewage disposal) will bring long-term development space for like enterprises; and Feida Environmental and Longking Environmental engaged in desulfurization business as well. In new energy resources manufacturing enterprises, you may focus on solar energy, wind energy and power plants, such as Tianwei Baobian and Huayi Electric, etc. |