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1、內(nèi)容目錄一．估值業(yè)績(jī)雙殺，環(huán)保板塊最暗淡的一年.-5-行情表現(xiàn)：跌幅居首位，估值降至歷史底部...............................................-5-業(yè)績(jī)表現(xiàn)：收入端、利潤(rùn)端均出現(xiàn)負(fù)增長(zhǎng)...................................................-6-二．行業(yè)之變：環(huán)保督查力度不減，PPP陣痛過(guò)后走向合規(guī)...........................-8-專項(xiàng)督查層層推進(jìn)，督查回頭看全面啟動(dòng).......
2、............................................-8-PPP渡過(guò)陣痛期，合規(guī)的PPP項(xiàng)目仍將大力推進(jìn).................................-14-三．公司之變：破而后立，蟄伏待春................................................................-17-融資困難，財(cái)務(wù)費(fèi)用抬升................................................
3、.........................-17-國(guó)資入場(chǎng)，市場(chǎng)格局或有改變...................................................................-18-訂單充足，蟄伏待春..................................................................................-18-四．工程類企業(yè)繼續(xù)承壓，運(yùn)營(yíng)類資產(chǎn)配置價(jià)值凸顯...................
4、...................-19-垃圾焚燒：垃圾焚燒處置率提升，行業(yè)仍存千億市場(chǎng)..............................-20-環(huán)境監(jiān)測(cè)：監(jiān)測(cè)需求釋放，網(wǎng)格化監(jiān)測(cè)有望全面鋪開(kāi)..............................-23-土壤修復(fù)：土壤污染防治法通過(guò)，潛在市場(chǎng)將被激發(fā)..............................-25-五．投資建議..................................................
5、..................................................-29-高能環(huán)境：環(huán)境修復(fù)龍頭，危廢產(chǎn)業(yè)鏈持續(xù)拓展......................................-29-瀚藍(lán)環(huán)境：四大業(yè)務(wù)協(xié)同發(fā)展，瀚藍(lán)模式加速異地復(fù)制...........................-30-聚光科技：環(huán)境監(jiān)測(cè)龍頭，環(huán)境綜合服務(wù)能力持續(xù)提升...........................-30-盈峰環(huán)境：環(huán)保平臺(tái)成型，加碼環(huán)衛(wèi)實(shí)現(xiàn)固廢全產(chǎn)業(yè)
6、鏈布局...................-31-風(fēng)險(xiǎn)提示............................................................................................................-31-圖表目錄圖表1：環(huán)保行業(yè)2018年行情表現(xiàn)....................................................................-5-圖表2：2018年申萬(wàn)行業(yè)漲跌幅
7、情況.................................................................-6-圖表3：環(huán)保板塊歷史估值（TTM）..................................................................-6-圖表4：環(huán)保板塊2018Q3營(yíng)業(yè)收入..................................................................-7-圖表5：環(huán)保板
8、塊2018Q3歸母凈利潤(rùn)...............................................................-7-圖表6：調(diào)整后環(huán)保板塊2018Q3營(yíng)業(yè)收入.......................................................-7-圖表7：調(diào)整后環(huán)保板塊2018Q3歸母凈利潤(rùn)....................................................-7-圖表8：環(huán)保各子板塊2018Q3
