Category: Money tips Release Date: 2007-04-13
CPC Plenum had just ended, the Conference adopted the "CPC Central Committee on National Economic and Social Development, the recommendations of the Tenth Five-Year Plan", proposed the "Eleventh Five-Year" period, the main objective of economic and social development, we believe that Circular Economy related industries will be a very good development, early next year in the official formation of the "Eleventh Five-Year Plan", the circular economy as the main event will be the task, thus the securities market will bring long-term investment opportunities.
Circular economy since the industrial economy to a sustainable development of traditional economic theory provides a strategic paradigm, which fundamentally digestion between environment and development has long sharp conflict. According to the National Development and Reform Commission's plan, by 2010, China will establish a relatively perfect system of circular economy laws and regulations, policies, support systems, technology innovation system and an effective restraint incentives. If China is to create an enabling environment to promote circular economy development in the institutional conditions and policy environment.
We can get a basic judgments, that is, new energy, environmental protection, low energy consumption industries will receive priority support, while those of high energy-consuming and polluting industries will gradually be eliminated, which is the basic trend of industrial development and should therefore be as an investment in the The basic orientation.
Adversely affected the traditional industries are: 1, waste resources, pollute the environment behind the technology, equipment, and enterprises; 2, high energy consumption, heavy pollution of the three traditional industries, pesticides, fertilizers and so on.
And industrial policy are consistent with the development prospects of the industry are: 1, energy conservation, energy, pollution reduction of high-tech industries; 2, ecological agriculture and organic agriculture (organic food and green food base, a significant reduction in pesticide and fertilizer use ); 3, Energy: Renewable use of biogas, and solar and wind, green energy, water resources; 4, the environmental protection industry: The development of circular economy to provide material and technical support; 5, tourism, hotels, restaurants, entertainment, sanitation, property management , logistics, information, finance, education, culture and other industries.
In the specific investment strategy, should gradually reduce their vulnerability to the adverse effects of circular economy development of traditional industries, the proportion of asset allocation, while the further increase in line with industrial policies, while prospects for the development of the industry, the proportion of asset allocation. You can focus on eco-pesticides and fertilizers, the main agricultural chemical companies have Yang, Xin-shares; new energy industry, including involvement in solar, wind and renewable energy, water and other equity investments on behalf of stocks Tianwei change security, Hunan Electric shares , Jinshan shares, etc., as well as energy-saving concept of stocks, including the Anhui BBCA Biochemical Co., CSG, etc.; the environmental protection industry, focusing on shares of companies pioneering, entrepreneurial environment; tourism, eco-tourism a more sustainable growth, focusing on companies Lijiang Tourism Huangshan tourism, Emei Shan, Guilin tourism.
500) this.width = 500 'align =' center 'hspace = 10 vspace = 10>
