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新华网北京8月24日电 24日开盘,环保板块再度大热,其中,中环环保、华能科技涨停,德创环保、博世科涨逾5%,维尔利、中再资环、聚光科技等个股开盘拉升。
自8月份以来,环保板块整体表现有所回暖。中证环保指数在8月14日至8月23日期间累计上涨近4%,远高于沪深300指数,成交额更是达到1593.11亿元。
环保行业上市公司股价的优异表现与公司业绩、政策面因素、资金面因素等多方面因素密切相关。在公司基本面上,今年上半年环保板块的上市公司业绩向好。广发证券统计显示,环保板块41家公司披露2017年半年业绩预告,板块预计净利润合计为49.99亿元至58.34亿元,同比增长26%至47%。总体看,环保板块2017年上半年的业绩比较乐观。
在政策面上,今年以来环保板块利好不断。国信证券分析师陈青青介绍,2017年是“大气十条”第一阶段的收官之年。从今年年初开始,环保部就对各地大气污染治理保持了前所未有的关注。今年初印发了《京津冀及周边地区2017年大气污染防治工作方案》,今年下半年要完成《大气十条》《水污染防治行动计划》重点行业及产能过剩行业企业排污许可证核发,抓紧推进生态环境损害赔偿、环境保护税法实施等改革工作。这些政策利好对于环保上市公司来说都是难得的市场机遇。
在资金面上,Wind资讯显示,环保概念板块近20个交易日主力资金净流入天数达6天,近60日主力资金净流入天数达12天。
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