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Environmental protection sector rose, Xueilang Environment 20% limit up, Hengyuyu Environmental Protection and others surged
Environmental protection sector fluctuated and rose during the trading session on the 24th. As of the latest report, Snow浪 Environment hit the 20% daily limit up, Hengyu Environmental Protection, Zhuojin Co., Ltd., Fuje Technology, and others rose over 10%, while China Tianying and Green Yinscape also hit the daily limit up.
Institutions state that in recent years, China’s green development policies have continued to deepen, gradually expanding from early pollution control battles to multiple areas such as industrial structure optimization, energy system reconstruction, and green technological innovation. Under the guidance of the “dual carbon” goals, industries like new energy, energy conservation and environmental protection, and green manufacturing are experiencing ongoing development opportunities. With increasing policy support and sustained high levels of ecological and environmental fiscal investment, the green low-carbon industry chain is expected to continue expanding, further highlighting the role of the environmental protection industry in industrial upgrading and high-quality economic development.
Founder Securities pointed out that as the government work report proposes to use special bonds and other methods to settle overdue payments to enterprises, the long-standing accounts receivable pressure in the environmental protection industry is expected to gradually ease, potentially improving the industry’s cash flow situation. The resource recycling sector benefits from the circular economy and the “dual carbon” goals, with continuous growth in demand for waste resource utilization, hazardous waste treatment, and recycled resources. The atmospheric governance sector benefits from key industry ultra-low emission upgrades and stricter environmental supervision, with ongoing demand for industrial flue gas treatment and desulfurization and denitrification. It is recommended to focus on leading companies such as Gao Neng Environment, Zhejiang Fucheng, and Longking Environmental Protection.