Which plates will be affected by global climate anomalies?

Which plates will be affected by global climate anomalies?

Recently, unusually hot weather has appeared in many parts of the world. Affected by this, in the A-share market, household appliances, electricity and other sectors entered the "peak season", while planting and other sectors were tested. The following is the information collected by Bian Xiao about which industries will be affected by global climate anomalies. I hope you like it. )

Institutional sources believe that with the concepts of "double carbon" and "ESG" deeply rooted in people's hearts, climate factors will play an increasingly important role in the investment process.

Household appliances and power sector performed strongly.

Since June, the "baking" mode has been launched in many places across the country, involving further expansion of the region. Under the influence of high temperature, the sales of household appliances such as air conditioners and refrigerators are booming, and the electricity consumption has also increased significantly.

In the news, the Ministry of Industry and Information Technology and other five departments issued the "Guiding Opinions on Promoting the High-quality Development of Light Industry" in June to encourage qualified places to carry out green smart home appliances to the countryside and trade in old ones. In addition, "Several Measures on Promoting the Consumption of Green Smart Home Appliances" will be released soon.

Under the influence of the above two factors, the white goods industry is welcoming good results. On the whole, since June, the white goods sector has increased by 1 1. 16%, with a total turnover of 7.305 billion yuan. Within the sector, leading stocks such as Hanyu Group, Midea Group, Gree Electric and Hisense Home Appliances led the gains, among which Hanyu Group's share price has doubled since June.

The sharp increase in electricity consumption in hot weather has also driven the power industry to be stable and positive. According to the statistics of China Electric Power Enterprise Association, since June, the growth rate of national electricity consumption has turned from negative to positive, and it is expected that the growth rate will accelerate with the continuous high temperature.

In the A-share market, the power sector has increased by 3.82% since June, with a cumulative turnover of 654.38+098 billion yuan. In terms of individual stocks, Shaoneng, Xinhua Port and Shimao Energy led the gains, with range increases of 34.43%, 30.06% and 15.2 1% respectively.

The planting board has passed the test of high temperature.

Compared with white goods and power sector, planting industry is suffering from high temperature weather.

In overseas markets, the United States, as the world's largest grain exporter, is under great pressure from high temperature and dry weather, even threatening the cultivation of crops such as corn and soybeans. India is a major producer and exporter of wheat, rice and cotton in the world. According to the data released by the local meteorological bureau, India has experienced continuous high temperature since the end of March this year, and the average temperature in the northwest and central regions has reached a new high since 122, and it is predicted that the temperature will rise further. Local experts predict that Indian wheat will face an average yield reduction of 15% to 25% this year, and cotton planting may be affected.

Some insiders said that the hot weather just happened in the critical filling period of crop growth, and it is expected that the global food price surge will continue, which may further aggravate people's concerns about the global food supply.

In terms of capital market, the A-share planting market has performed poorly since June, with a cumulative decline of 17.24% as of July 26th.

Climate change has become an important factor in investment consideration.

The impact of climate change on the market is increasing day by day, and it has become an important variable that investors need to consider.

KPMG believes that climate change has a great impact on enterprises. Therefore, enterprises need to take action as soon as possible to reduce their own carbon emissions. In addition, as the global economy gradually shifts to a low-carbon model, it is expected that related work will continue to increase in the next few years.

Xu Xin, fund manager of the Sustainable Development Investment Department of Huabao Fund, said that the classification method and investment framework considering the impact of climate change are more helpful to explore the factors affecting the long-term value of industries and companies, and constitute an effective supplement to the traditional industry division and investment framework. In this context, the current focus is on the two major investment directions of green economy and digital economy.

ESG indicators are also very popular in the industry, and more and more institutional investors and asset management companies consider environmental, social and corporate governance factors in their investment decisions. According to the analysis of HSBC Global Research, 40% to 50% of the medium-term factors driving the company's performance are related to ESG. Enterprises that do well in ESG usually have a long-term plan, and the management of the company is often more forward-looking, so it is easier to achieve excellent performance in the long run.

What are the leading air-conditioning concept stocks?

Gree Electric 00065 1: air conditioning leading stock. Looking back over the past 30 trading days, the share price of Gree Electric rose by 5.6%, with the highest price of 35.2 yuan, and the current market value was1880.89 million yuan.

Judging from the gross profit in the past three years.

The company is the leader with the most brand strength, product strength and channel barrier in the air conditioning industry. In the long run, the company will gradually grow into a science and technology group with stable structure and independent innovation. The company will adapt to the changes of the times, promote new retail through the "Gree Dong Mingzhu Store"+live broadcast mode, and realize online and offline platform sharing and mutual linkage. With the effective integration of channels, competitive advantages such as efficiency improvement and cost reduction are expected to be enhanced.

Midea group 000333: air conditioning leading stock. Looking back on nearly 30 trading days, Midea Group rose by 9.32%, with the highest price of 6 1.49 yuan, and the total turnover was1.654,38+0.66 billion lots.

The only home appliance manufacturer with a whole industrial chain and product line in China, a technology group of consumer appliances, HVAC, robots and automation systems, and intelligent supply chain (logistics).

Other air conditioning concept stocks include:

Hisense Household Appliances 00092 1: In the past three trading days, Hisense Household Appliances fell continuously by 1 day, during which the overall decline was 0.76%, with the highest price 13.58 yuan and the lowest price13.0 yuan. Compared with three trading days ago, the market value of Hisense's household appliances dropped by 65.438+0.36 billion yuan. Sandian company is a world-famous first-class supplier of automobile air conditioning compressor and automobile air conditioning system. Its products mainly include mechanical compressors, electric compressors and automobile air conditioning systems, and its customers cover well-known automobile enterprises at home and abroad.

Du Nan Environment 0020 1 1: The share price of Du Nan Environment (0020 1 1) fell by 0.8 1% in three days, and the latest price was 12.37 yuan, with a decrease of -2 since 2022. The company cooperates with China Telecom in data center refrigeration business, and at the same time, the company is Huawei's heat pipe air conditioner supplier, mainly serving Huawei's overseas base station projects and domestic data center projects.

Sanhuazhikong 002050: the holding price of Sanhuazhi rose 1 day in recent 3 days, with an increase of 2.54%, and rose by 7.99% in 2022, with a market value of 100228 million yuan. A global leader in refrigeration. The company's main business is household appliance refrigeration, automobile wholesale and retail business, WeChat, Yaweike and so on. The market share of main products in the field of home appliance refrigeration is leading the world. The upgrading of air-conditioning products to high efficiency and energy saving is conducive to the market demand growth of energy-saving and environmental protection series products and system solutions represented by electronic expansion valves.

Hengal shares 002 160: In the past three years, Hengal shares fell by 1.52% and are now reported at 5.27 yuan. In 2022, the stock price rose by 4.36%, with a total market value of 465,438+93 million yuan. The company is mainly engaged in the research, development, production and sales of aluminum strip and foil, and its products cover air-conditioning aluminum foil, alloy aluminum foil and other varieties, which are mainly used in the production and manufacture of aluminum for downstream air-conditioning radiators and automobile heat exchange systems, among which air-conditioning manufacturers are mostly in the home appliance industry.

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