With the convening of the National "Two Meetings", as a hot topic of "two meetings" over the years, the environmental protection theme once again detonated the market. Analysts believe that environmental protection theme investment has quietly started, and relevant concept stocks deserve investors' long-term attention. On March 8, the water, gas and environmental protection engineering and services sectors in the utility industry performed well. Among them, Botian Environment, Yanqi Natural Gas and its environmental protection have increased daily.
Guosen Securities said that this year's government work report once again focused on air pollution, making demands more specific and stricter standards, showing the government's high confidence and determination to control air pollution. Air pollution treatment, monitoring, clean energy substitution and energy-saving renovation will have a large number of demand being released, and other environmental protection sectors will also be well promoted by policies. It is recommended that the super-clean emission leading stocks of thermal power plants have a fresh environment in the non-electrical field layout; the concentrated light technology and Yingfeng environment fully promoted by the automatic monitoring of the benefits; and the clean energy service provider who develops central heating instead of small boilers in the Beijing-Tianjin-Hebei region Qing Group; soil remediation quality stocks high-energy environment; urban and rural environmental remediation, waste separation and recycling leading enterprises Enlighten Sander; and energy-saving transformation enterprises with unique technological advantages, Shenwu environmental protection, God fog energy saving.