The trend of the environmental protection sector is weak, the overall leader is down, and the environmental management stocks bucked the trend and hit the daily limit "Environmental Protection Weekly Review List"
【Abstract】As of the close of this Friday (April 15), the environmental protection sector rose by -4.75%, the Shanghai Composite Index by -1.25%, and the Shenzhen Component Index by -2.60%, the ChiNext Index rose and fell by -4.26%. The environmental protection sector lacked momentum and fell more than the broader market, but seven stocks in the sector hit the daily limit, and one new stock went public.
As of the close of this Friday (April 15), the environmental protection sector rose and fell by -4.75%, the Shanghai Composite Index rose by -1.25%, and the Shenzhen Component Index rose and fell. It was -2.60%, and the growth rate of the ChiNext Index was -4.26%. The environmental protection sector lacked momentum and fell more than the broader market, but seven stocks in the sector hit the daily limit, and one new stock went public.
In terms of individual stocks, according to the relevant data of Flush, a reporter from "China Times" found that a total of 11 stocks in the environmental protection sector rose this week, among which Tongxing Environmental Protection (24.64%) and Pegasus performed better. International (14.80%) and Haitian (2.21%), only 2 stocks rose more than 10%, and the overall increase was small; 1 stock remained unchanged; a total of 113 stocks fell, of which C Junxin (-21.78%) ), Jingjin Equipment (-15.78%) and Jiuwu Hi-Tech (-14.15%) were among the top decliners. There were many stocks that fell this week, and the overall decline was obvious. A total of 16 stocks fell by more than 10%.
This week, the leading environmental protection stocks were weak, and the top ten environmental protection stocks by market value declined as a whole. Among them, Jingjin Equipment and Weiming Environmental Protection fell significantly, reaching 15.78% and 10.63% respectively; the top ten by market value The average decline in environmental protection stocks reached 5.40%, an increase from last week's decline.
Pegasus International won the third board in five days
In this week, due to the recent rapid strength of the express logistics sector, Pegasus International continued to move up to the daily limit. During the week, Pegasus International's rise and fall was 14.80%, and the rise and fall within the week fluctuated greatly. After harvesting three consecutive boards, it continued to pull back on the 14th and 15th.
It is understood that Pegasus International's main business includes supply chain management services and environmental protection new energy business. The development of the dual main business of "supply chain management and environmental protection new energy" is the company's development strategy. The daily limit of Pegasus International was originally affected by the favorable logistics policy.
The "Opinions of the Central Committee of the Communist Party of China and the State Council on Accelerating the Construction of a National Unified Market" issued on April 10 proposed to build a modern distribution network. Vigorously develop third-party logistics, support the construction of digital third-party logistics delivery platforms, promote innovation in technology and business models in the third-party logistics industry, cultivate a group of digital platform companies and supply chain companies with global influence, and promote logistics in the whole society to reduce costs and increase efficiency .
Affected by the news of the relaxation of domestic logistics control policies, the A-share warehousing and logistics sector continued to trend positively, and Pegasus International hit the daily limit on April 11, 12 and 13.
Yuan Shuai, deputy secretary general of the Rural Revitalization and Construction Committee of China Cultural Management Association and senior researcher of Beijing Zhongwuhuicheng Engineering Technology Research Institute, said in an interview with a reporter from China Times that the continuous The reason for the increase is due to the intensive favorable policies ushered in by the logistics industry recently. In recent years, the overall development of China's logistics industry has been unsatisfactory. The recent introduction of relevant documents has also caused an ignition effect in the industry. The logistics sector has become a hot spot in the market, and there will be a certain room for growth in the future. , automobile logistics, cold chain logistics, etc. have linkage effects, which will bring China's logistics industry to a new level.
"Judging from the current situation, the spread of the epidemic will continue for a period of time. Enterprises in the logistics industry shouldBe prepared for long-term epidemic prevention. The epidemic is a big test for all industries, especially for logistics companies. "Yuan Shuai said.
Many environmental management stocks hit the daily limit
In this week, the environmental protection sector rose and fell by -4.75% , 113 stocks in the sector are in a downward trend, accounting for more than 90% of the sector. However, in the overall downward trend, some stocks in the sector bucked the trend. On April 14, the environmental protection sector rose 0.48%, and 4 environmental governance stocks on the same day Hit the daily limit, including Tongxing Environmental Protection, Boten, Chuangye Environmental Protection and Lingnan.
Tongxing Environmental Protection rose 24.64% this week, and on April 13th and 14th two consecutive trading days The cumulative deviation of the closing price increase exceeded 20%, resulting in abnormal fluctuations in stock trading. The stock has risen by the limit 8 times in the past year. In this change of Tongxing Environmental Protection, the main net inflow of funds on April 14 was 10.2873 million yuan, 3 days before. The main capital of Tongxing Environmental Protection continued to flow in, with a total net inflow of 25.6705 million yuan.
Botian Environment rose and fell by -9.07% this week, and the overall weakened, but the stock hit the daily limit on April 14 , the net inflow of the main funds on that day was 23.7316 million yuan, the main net value was relatively large, and the active buying was significantly more than the active selling.
On April 13, Boten Environment issued an announcement saying that the company was applied for by creditors Reorganization and pre-reorganization. Boten Environment has received the "Notice" served by the Beijing No. 1 Intermediate People's Court. The creditor, Anhui Zinuo Environmental Technology Co., Ltd., claimed that the company could not repay the debts due, the assets were insufficient to repay all the debts and Obviously lack of solvency, but with the reorganization value, apply to the court to reorganize the company and apply to start the pre-reorganization procedure. As of the date of the announcement, the company has not received the court's acceptance of the reorganization application or initiated the pre-reorganization procedure There is still uncertainty about whether the company will enter the pre-reorganization and reorganization procedures.
It is understood that Boten Environment is mainly engaged in water environment solutions, water treatment equipment, water investment and operation management, Environmental remediation. In the fields of industrial water treatment, urban and rural water environment, membrane product manufacturing and services, soil and groundwater remediation, etc., the company has formed a whole industry chain covering consulting design, system integration, project management, core equipment manufacturing, investment and operation, etc.
(Source of the above content: China Times reporter Wang Yue Xu Yunqian reported in Beijing Xinshehui·All Media Matrix reprinted and released)
Image source: Internet
Yuan Shuai, deputy secretary general of the Rural Revitalization and Construction Committee of China Cultural Management Association and senior researcher of Beijing Zhongwu Huicheng Engineering Technology Research Institute, said that the epidemic Under the circumstances, the logistics industry has been impacted, and the smooth flow of logistics is an important part of the smooth economic cycle. One end of logistics and transportation is connected to everyone's dining table, it is related to people's livelihood and supply, and the other end is connected to enterprise production, which is related to the development of the national economy. It goes without saying. Recently, local epidemics have occurred frequently across the country. The control situation is severe and the task is arduous. Some areas have adopted layer-by-layer, one-size-fits-all traffic control measures for logistics and freight vehicles, some expressway service areas are closed, and some highway epidemic prevention and testing stations are congested, resulting in blocked freight, poor logistics, and limited supply of production and living materials in some areas. Influence, which has brought a chain reaction, especially in the field of e-commerce, due to the obstruction of logistics, not only are the things consumers buy late, but some operators on the e-commerce platform are also facing a backlog of goods and platform penalties. losses to come.
Furthermore, the slowdown in production and operation under the influence of the epidemic has also become a factor restricting the development speed of the logistics industry. There is another factor worthy of attention. Since the beginning of this year, domestic gasoline prices have experienced seven consecutive increases. As of the beginning of April, the retail price of gasoline and diesel per ton has increased by nearly 2,000 yuan over the beginning of the year, up 24.4% and 26.9% respectively. Affected by this, although the voices of logistics enterprises for the increase in freight rates have been increasing, the increase in costs has not been transmitted to freight rates in a timely manner. The vitality of logistics and freight enterprises is generally weak, and the downturn in the logistics market will increase the production and sales of the entire industry chain.
Regarding the continuous rise of the logistics sector in recent days, in my opinion, the main reason for this effect is due to the intensive favorable policies ushered in by the logistics industry recently. In recent years, the overall development of China's logistics industry has been unsatisfactory. The recent introduction of relevant documents has also caused an ignition effect in the industry. The logistics sector has become a hot spot in the market, and there will be a certain room for growth in the future. , automobile logistics, cold chain logistics, etc. have linkage effects, which will bring China's logistics industry to a new level.
For the industry turning point, my personal view is that it has not yet come. from nowLooking at the situation, the spread of the epidemic will continue for some time. Enterprises in the logistics industry should be well prepared for long-term epidemic prevention and control. The epidemic is a big test for all industries, especially for logistics companies. Under the challenge of the epidemic, new changes and opportunities also lie in it. In the short term, the epidemic has led to a decline in corporate profits and tight cash flow. However, in the long run, the outbreak of the epidemic has also highlighted the difficulties of the industry, making the challenges and opportunities of the logistics industry clearer. Logistics companies must find ways to reduce operating costs through various means, and seek breakthroughs through digital transformation. Under the background of the general policy of "dynamic clearing", for a long time to come, the prevention and control of the epidemic will not be relaxed, and the problems of tight supply and shortage of transportation capacity will continue to exist. Logistics enterprises should formally and objectively take the situation and take active actions. In the face of this round of epidemic, which has led to the obstruction of regional transportation in many places, logistics enterprises should start to dynamically adjust transportation routes to reduce the impact of logistics obstruction. At the same time, logistics companies and truck drivers should also realize that it is necessary to put epidemic prevention and control first, fully understand the epidemic prevention policies of the various places they pass through, closely cooperate with local relevant departments for inspection, and make emergency plans to deal with the possible arrival of logistics. Emergencies such as blockage and isolation prevention and control.