The investment value of environmental protection industry is high.

The blue sky defense has become one of the 12 new words in this year's government work report. The wording of "iron-handed governance", "efforts to hand over qualified answers to the people" and "resolutely play a good role" all show that the government has made unprecedented efforts in environmental governance this year. With the intensification of governance and the increase of investment in environmental protection, the relevant environmental monitoring, waste gas treatment and other sectors are expected to usher in opportunities.

Premier Li Keqiang of the State Council stressed in his report on the work of the government at the Fifth Session of the 12th National People's Congress that we should resolutely fight the blue sky defense war. This loud demand aroused heated debate among the representatives of the two sessions. The analysis shows that with the increase of governance efforts and investment in environmental protection, the relevant environmental monitoring, waste gas treatment and other industries are expected to usher in opportunities, environmental protection stocks will stand on the wind.

In fact, in recent years, environmental protection stocks have been doing well, especially during the two sessions each year, environmental protection stocks have more performance opportunities.

Historically, every year there will be a policy hot spot after the two sessions relay, and has become a major theme throughout the year's investment. The future does not exclude the introduction of some new measures to guide the flow of funds into the field of energy conservation and environmental protection, investment to promote the sustainable and healthy development of environmental protection industry.

Guangzhou Securities said that the prevention and control of air pollution is the "political task" of environmental protection departments, still need more measures, comprehensive treatment. Fume control in thermal power and other industrial sectors is currently the main measure. In addition, efforts in other areas will be gradually increased. It is suggested that attention should be paid to investment opportunities in such subdivisions as urban clean energy substitution, rural straw non-burning and vehicle exhaust control. In terms of individual stocks, Ping An Securities recommends attention to Chevron, Xianhe Environmental Protection, Tianrui Instruments and Sinlon Technology.

Caitong Securities Research Institute report gives the same point of view, from the government work report, the most mentioned environmental protection or air pollution control, accounting for more than 80% of the content. From the point of view of atmospheric control measures, the relevant targets include ultra-low emissions of thermal power and non-electric field of flue gas renovation of clean environment; cogeneration of heat and power and biomass power with a large number of orders reserves Changqing Group; industrial bulk coal elimination, to provide alternative fuels clean energy and Baichuan energy.　　

Anxin Securities analysis shows that, combined with this year's report on the work of the government and Minister Chen's many statements, the focus of future environmental protection work still revolves around heavy boxing to combat haze. And the Ministry of Finance issued a paper last year also called for the "mandatory" implementation of PPP model in the field of sewage treatment and waste power generation, so the main line of environmental protection in 2017 is PPP. Environmental protection listed companies are expected to benefit from the widespread landing of the PPP project in 2017. Leading companies are expected to get more orders through platform and integration advantages. Continue to recommend monitoring the faucet spotlight technology, Yingfeng environment, solid waste industry chain faucet inspiration Sander, mass solid waste use faucet fog energy saving.

Zhonglu Research Center suggests that the current environmental protection industry investment value is high, investors can be low-cost distribution of environmental protection funds. Taking Guangfa Environmental Protection Industry Index Base and Guangfa Environmental Protection ETF as examples, the two products not only have the advantages of transparent index fund management and risk diversification, but also have low cost. The sum of management fee and custody fee is only 0.6%. It is worth mentioning that, in addition to holding profits, it can also operate discount premium arbitrage, intra-day trading and other investment strategies, is a high cost-effective choice for investors to share the growth gains of the environmental protection industry.

Joint news Securities said that the growth of industry performance in 2017 is expected to expand year on year. In terms of investment strategy, the macro and industrial policies put forward comprehensive and stringent environmental protection indicators. From the aspects of urgency, market space, development degree and policy focus, we mainly recommend waste incineration, environmental sanitation, hazardous waste, soil remediation, environmental monitoring and other sectors. The individual stocks focus on Shengyun environmental protection and enlighten Sander. Dongjiang environmental protection, Yongqing environmental protection, snow Di long.

Comprehensive multi-analysis, we maintain the industry "buy" rating, the proposal focuses on air pollution control, environmental monitoring and water and soil pollution control targets. The main targets of air pollution control are: clean environment, Shenwu environmental protection, Shengli Share and Changqing Group; the main targets of environmental monitoring are: spotlight technology, Yingfeng environment, Xianhe environmental protection, Hanwei Electronics; the main targets of water pollution control are: Bishui water source, Botian environment, Boshiko; the main targets of solid waste and hazardous waste pollution control are: Dongjiang environmental protection, Yingfeng environmental protection, Hanwei Electronics. The magic fog energy saving, snow environment, enlightening Sander; soil remediation main target of high-energy environment.