What are the smog management concept stocks?

Recently, many smog warnings have been issued, and the market has once again shifted its focus to smog concept stocks. Last Friday, many smog concept stocks strengthened against the trend. Great Wall Securities analyst Jin and other analysts said in an interview yesterday that the smog weather made the market pay more attention to stocks in environmental protection and governance. The sharp rise of such stocks is difficult to sustain, but it has medium and long-term investment value. When similar opportunities arise, investors can play games.

Hazy weather pushes up related concept stocks

After the long holiday, many areas in China suffered from smog weather, and the lives of many residents were also affected to varying degrees. The smog concept stocks have once again received market attention. The data shows that the PM2.5 index ushered in Sanlianyang after the National Day. When the market pulled back last Friday and many stocks fell, the smog concept stocks rose against the trend when the market fluctuated at a low level. Among them, Xianhe Environmental Protection (Quotes, Consulting) rose by more than 3%, while Fei Da Environmental Protection (Quotes, Consulting), Donghu High-tech (Quotes, Consulting), Colin Environmental Protection (Quotes, Consulting) and other concept stocks rose by more than 3%.

In fact, in the smog weather in recent years, "atmospheric control concept stocks" have brought many surprises to investors. Almost every time there is haze weather or the country promulgates corresponding environmental protection policies, haze concept stocks will be hyped by the market. Investors who are keen on investing in the concepts of environmental protection and atmospheric control also told reporters that environmental protection issues have always been concerned by the society and the state has always supported them. I believe that in recent years, all sectors of society will continue to pay attention to environmental protection issues, so related concept stocks will also benefit for a long time.

Recently, paragraphs related to smog concept stocks have also been circulating on the Internet. In addition to atmospheric management and environmental protection concept stocks, many related industries have been talked about. "Navigation industry: I rely on navigation because I don't know where I have been; Radar: all planes are blindly descending and starting, relying on radar and air traffic control; Infrared ray: used to detect whether there are people around; Outdoor LED: Traditional big-name advertisements have disappeared; Intelligent transportation: the road ahead is unclear and hidden dangers are buried, relying on intelligent transportation to divert traffic in time; Games, movies, videos, video dating sites: because you can't go anywhere, you can only stay at home. "

Pre-recording of the third quarterly report of smog concept stocks.

At present, the government of China has gradually increased its investment in environmental protection, and most of the funds have been allocated to this market hotspot. According to the data of listed companies and funds in this year's interim report, in the first half of this year, 226 active hybrid funds participated in 17 environmental protection stocks, with a total market value of more than 6 billion yuan. Among them, there are 8 concept stocks allocated by the Fund in the second quarter, namely Xuelang Environment (Quotes, Consulting), Xianhe Environmental Protection, Shanghai Kaibao (Quotes, Consulting), Huace Testing (Quotes, Consulting), Shanda Walter (Quotes, Consulting), Hengdian Dongmi (Quotes, Consulting), Guodian Qingxin (Quotes, Consulting), Xianhe Environmental Protection, and received 30. Shanghai Kaibao and Huace Testing are held by 465, 438+0 and 54 funds respectively, with 7 funds each. Shanda Walter, Hengdian Dongci and Guodian Qingxin were heavily invested by 6, 5 and 4 funds respectively. The United States imported Puweixin Tmall to effectively prevent smog and go out for protection.

On the whole, Morgan Stanley is the fund with the largest allocation of listed companies in the environmental protection industry, and * * * holds shares in seven companies. Huaxia Reward, Huaxia Reward No.2, Morgan Stanley Strategy, Penghua Power, Yin Hua CSI Growth and Harvest Quantification each allocate 4 enterprises. In terms of the total number of shares held, Penghua Power, Oriental Select and Shanghai Investment Co., Ltd. rank in the top three, holding 20.66 million shares,13.2 million shares and10.95 million shares respectively.