Changjiang Securities Policy overweight, pay attention to water resources and green urban constructi verbal jint

Changjiang Securities: Water Conservancy and green energy policy to raise attention to urban construction sina finance Level2:A shares of sina finance: App speed Kanpan live on-line blogger to tutor the building and construction industries: policies continue to overweight, pay attention to water conservancy, energy and green urban construction organization: Changjiang Securities Limited by Share Ltd researcher: Super fan event description: today the building sector led (3.30% arrows); the various ministries policy frequent good construction industry; January approval of solid investment projects 21, a total investment of 54 billion 100 million yuan. Event review: policy continues to overweight, pay attention to water conservancy, energy and green urban construction: recent policy action frequently, good construction sector. Eight ministries issued "on the financial support of industrial structural adjustment steady growth and increase the efficiency of a number of opinions" in the ninth mentioned will vigorously develop accounts receivable financing, this is a substantial positive plate within the enterprise, can to a certain extent to solve the industry and internal cash flow problem. In the national adaptation strategy for climate change, the work objectives of the future Green towns are defined, and the relevant issues of speeding up the industrialization promotion of prefabricated buildings, vigorously developing sponge cities and greening construction are put forward. Development and Reform Commission in promoting the "Belt and Road Initiative", international cooperation and production capacity of the Yangtze River economic belt construction, accelerate the construction of major water conservancy, deepen the reform of key areas of water conservancy, ensure water conservancy project investment 8000 billion, plus the construction of water conservancy project. In January this year, a total of 21 projects were approved and approved, of which 6 were energy projects, with a total investment of 29 billion 700 million yuan, 1 infrastructure projects, 11 billion 100 million total investment, 3 water projects, and a total investment of 4 billion 300 million yuan, which strengthened investment and construction of energy and water conservancy projects. Since the end of last year, policy to energy, approved December NDRC approval of the project mainly in transport and energy, to a certain extent, shows that the future investment in the energy sector will gradually increase, to increase future energy supply and realize the sustainable development of the energy and energy transformation. In the future, in addition to strengthening the PPP mode of social capital participation, leading the economic new normal transportation facilities, and accelerating the start of a global, basic, strategic major projects, green building, industrial construction and water conservancy, energy construction will also be further accelerated implementation. The heat of infrastructure investment under economic pressure will continue: in the economic downturn in the background, the supply side is far from the road overnight, continuing to stimulate the demand side is imperative, so whether the recent promote the construction of new urbanization, or in the country continue to vigorously promote the rail infrastructure, PPP project, The Belt and Road "and the construction of economic zone, all that the government fully promote the implementation of the new construction of the landing attitude. Last December the approval of 32, a total investment of 515 billion 100 million yuan, the annual total fixed investment project approval 280 investment projects with a total of about 2 trillion and 520 billion yuan, total fixed asset investment projects far exceeds the development and Reform Commission in 2014 of about 1 trillion and 600 billion yuan, is expected this year, the government will continue to maintain the intensity of investment in infrastructure. Recommended attention: the theory of transition within the plate

长江证券:政策加码 关注水利能源及绿色城建 新浪财经Level2:A股极速看盘 新浪财经App:直播上线 博主一对一指导   建筑与工程行业:政策持续加码,关注水利、能源及绿色城镇建设   机构:长江证券股份有限公司   研究员:范超   事件描述:   今日建筑板块领涨(3.30%↑);各部委政策频出利好建筑行业;1月审批核准固投项目21个,总投资541亿元。   事件评论:   政策持续加码,关注水利、能源及绿色城镇建设:近期政策面动作频频、利好建筑工程板块。八部委印发《关于金融支持工业稳增长调结构增效益的若干意见》中第九条提到将大力发展应收账款融资,这对板块内企业是实质性利好,可一定程度解决行业内应收及现金流方面老大难问题。发布的《国家适应气候变化战略》中,明确了未来绿色城镇的工作目标,提出了加快装配式建筑的产业化推广、大力发展海绵城市及绿化建设等相关事宜。发改委在大力推进“一带一路”、国际产能合作及长江经济带建设的同时,加快推进重大水利工程建设、深化水利重点领域改革,确保水利工程投资8000亿,利好水利工程建设。   今年一月份审批核准固投项目共21个,其中能源项目6个总投资297亿元,通基础设施项目1个总投资111亿元,水利项目3个总投资43亿元,加强了能源及水利项目的投资建设。自去年年底以来,政策向能源方面倾斜,12月份发改委审批核准的项目主要集中在交通和能源领域,一定程度上显示出未来能源领域的投资力度将逐步加重,以增加未来的能源供给并实现能源可持续发展和能源转型。未来除了加强社会资本参与的PPP 模式、引领经济新常态的交通设施完善、加快启动具有全局性基础性战略性的重大工程外,绿色建筑、工业化建设及水利、能源建设也将进一步加快实施。   经济压力下基建投资热度将持续:在经济持续低迷的背景下,供给侧任重道远非一蹴而就,需求端的持续性刺激则势在必行,所以不管是近期的推进新型城镇化建设,还是国家在持续大力推进的轨交基础设施建设、PPP 项目、“一带一路”、经济带建设等,都表明了政府全方位地推进新基建的的落地实施的态度。去年12月审批核准32个,总投资5151亿元,全年共审批核准固投项目投资项目280个共约2.52万亿元,远超2014年发改委批复约为1.6万亿元的固定资产投资项目总额,预计今年政府还将继续保持在基建投资上的力度。   推荐关注:   板块内转型能源的光正集团、万鸿集团;受益水利及环保投资的围海股份;符合《适应气候变化战略》绿色建筑推广的铁汉生态;绿色钢构住宅产业化、新业务模式的杭萧钢构。此外推荐关注中国电建、中国中冶、葛洲坝。   风险提示:不达预计,政策、系统性风险 新浪声明:新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。 进入【新浪财经股吧】讨论相关的主题文章:

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