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《環(huán)保行業(yè)2018年上半年投資策略：估值回落配置價(jià)值上升，關(guān)注高景氣細(xì)分龍頭-15頁》由會(huì)員上傳分享，免費(fèi)在線閱讀，更多相關(guān)內(nèi)容在行業(yè)資料-天天文庫。
1、環(huán)保行業(yè)2018年上半年投資策略報(bào)告目錄1.行業(yè)業(yè)績將維持高增態(tài)勢......................................................................................................................................31.1全年業(yè)績預(yù)計(jì)保持快速增長....................................................................................................................
2、...31.2PPP成為行業(yè)業(yè)績增長的重要驅(qū)動(dòng)力之一................................................................................................32.環(huán)保投入和監(jiān)管力度將延續(xù)..................................................................................................................................42.1十九大高度強(qiáng)調(diào)生態(tài)文明建設(shè)...............
3、....................................................................................................42.2政策支持環(huán)保裝備制造業(yè)加快發(fā)展...........................................................................................................52.3環(huán)保監(jiān)管趨嚴(yán)態(tài)勢將延續(xù)..........................................................
4、.................................................................53.雄安新區(qū)落地帶給環(huán)保可觀增量市場..................................................................................................................64.高景氣細(xì)分領(lǐng)域中挖掘機(jī)會(huì)......................................................................................
5、............................................74.1非電行業(yè)煙氣治理帶來新機(jī)遇...................................................................................................................74.2黑臭水體整治和村鎮(zhèn)污水處理..........................................................................................................
6、.........84.3危廢處置景氣度高.......................................................................................................................................94.4土壤修復(fù)市場有望加速釋放.......................................................................................................................95.投資建議與
7、重點(diǎn)公司............................................................................................................................................106.風(fēng)險(xiǎn)提示......................................................
