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環(huán)保板塊或現(xiàn)強(qiáng)勢股

發(fā)布時間：2014-10-17 11:32:55 來源：濱海時報作者：佚名責(zé)任編輯：羅伯特

　　近期，環(huán)保板塊的發(fā)展趨勢值得期待。一方面是因?yàn)榻陙淼沫h(huán)境問題特別突出，所以，環(huán)保產(chǎn)業(yè)受到了國家產(chǎn)業(yè)政策的大力扶持，未來行業(yè)政策層面，不會出現(xiàn)黑天鵝，是典型的確定性高成長產(chǎn)業(yè)。而A股歷來有從行業(yè)尋找強(qiáng)勢股的慣性，所以，環(huán)保板塊有望成為熱錢關(guān)注的焦點(diǎn)。另一方面則是環(huán)保產(chǎn)業(yè)發(fā)展勢頭旺盛，從而給致力于環(huán)保產(chǎn)業(yè)并購的相關(guān)上市公司提供了新的高成長動能，興源過濾就較為典型。在操作中，建議投資者密切關(guān)注環(huán)保股，尤其是有望持續(xù)并購的品種，興源過濾、盛運(yùn)股份等就是如此。與此同時，對東江環(huán)保、桑德環(huán)境、維爾利、永清環(huán)保、國電清新等個股也可跟蹤。

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