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After the smog, the long-lost sandstorms came back. Recently, the most strong dust weather in recent years has been reproduced, and the absolute visibility is only 300 meters. Analysts expect that in the next few years, people will continue to pay high attention to dust storms and haze. On the one hand, they will force the government to increase governance, and on the other hand, they will increase the consumption of masks and air purifiers.
Event driven
Multi-level air quality explosion table
On Thursday, Beijing citizens habitually opened various applications to view Beijing weather forecast and air quality. Many citizens were surprised to find that the Beijing Air Quality Index has exploded. In the early hours of the morning, dusty weather from Inner Mongolia and Mongolia killed Beijing. This is the worst sandstorm in Beijing in the past two years.
According to the official Weibo news of the Beijing Meteorological Bureau, the Beijing Meteorological Observatory issued a blue dust warning signal at 5:30 on May 4, 2017. It was affected by the upstream dust storm and the sandstorm weather. On the morning of May 4, the daytime, Beijing There is a clear sand or dusty weather, and the visibility is significantly reduced.
The area affected by this dust storm accounted for one-sixth of China's territory, and the air quality of many places exploded. One night, sandstorms swept northwest, north China, and northeast. According to the ground monitoring and satellite remote sensing data of China Environmental Monitoring Station, Shaanxi, Shanxi, Inner Mongolia, Beijing, Hebei and other provinces and cities fell at the same time. On that day, Beijing PM10 and PM2.5 reached At the highest level of pollution, the PM10 in the Northwest and Southern regions has exceeded 2000 μg/m3.
Experts said that PM10 includes PM2.5, so PM10 is high and PM2.5 is also high, but the main pollutant is PM10, so it is defined as sand and dust weather.
Industry tracking
Environmental investment into the new cycle
Sandstorms are a natural phenomenon that has existed for millions of years on Earth. Under appropriate weather and climatic conditions, the occurrence of sandstorms is inevitable and cannot be eliminated. In China, sandstorm weather is also a severely catastrophic weather in the northwestern region and northern part of North China. It can cause collapse of houses, blockage or interruption of traffic and power supply, fire, human and livestock casualties, etc., pollute the natural environment, destroy crop growth, and provide national economic construction and people. The safety of life and property causes serious damage and great harm. When people are exposed to sand and dust, dust containing various toxic chemicals, germs, etc. can penetrate into the mouth, nose, eyes and ears through layers of protection, causing various diseases.
According to the data of the China Meteorological Administration, from 2000 to 2016, the number of sand dust days has gradually decreased from west to east and from north to south. Among them, Xinjiang Nanjiang Basin is the highest frequency of sand dust, followed by western Inner Mongolia and Gansu. The west of the Hetao area.
According to reports, in the past 10 years, under the joint action of human governance and climatic factors, the local environment of Shayuan has improved. On the one hand, the whole climate change has caused this impact. In general, China's cold air has a tendency to weaken and reduce. On the other hand, in recent years, China has done a lot of work to prevent wind and sand, including the Three-North Shelterbelt. The sand conditions have been improved to a certain extent, which is not conducive to the formation of dusty weather. Measures such as the Three-North Shelterbelt mainly improve the local climate and play a role in wind and sand fixation, but have limited effect on sand and dust transmitted over long distances and high altitudes. In this case, the dust that affects Beijing is transmitted by the westward airflow of 5,000 meters at a high altitude, and the height of the shelter forest is difficult to block the dust.
Although the current smog pollution has been controlled, the public's requirements for air quality have further improved. Entering the 13th Five-Year Plan, environmental investment has ushered in a new cycle. 2017 can be said to be "the year of environmental protection." The central environmental inspection inspection has been further strengthened. This long-lasting “environmental storm†will have a greater impact on economic growth, prices, related industries and markets, and also contain more investment opportunities.
The "13th Five-Year Plan" Ecological Environmental Protection Plan, the "Environmental Protection Tax Law" and the "13th Five-Year Plan for Energy Conservation and Emission Reduction" have been promulgated successively, continuing to strengthen the comprehensive environmental management and adjust the energy structure and industrial structure. The environmental protection route, the intensity of China's environmental protection will certainly be strengthened. At present, the central environmental protection inspector has been normalized. The 2017 National Environmental Protection Work Conference held in January this year pointed out that this year, we must achieve full coverage of the central environmental protection inspectors, and organize inspectors to "look back."
Investment Opportunities
Sand control afforestation + beautiful China + air pollution monitoring
In recent years, Beijing has carried out ten major projects for wind and sand fixation, including the Beijing-Tianjin Sandstorm Source Control Project, the Fourth Phase of the Three-North Shelterbelt System Construction, the Returning Farmland to Forest Project, the Plain Sand Control Project, the Shutdown Abandoned Mine Vegetation Restoration Project, and the Water Source Protection Forest Construction. Engineering, sowing and sand-covering projects, etc., the proportion of sand dust generated by local sand sources is less and less, and sand dust is mainly from foreign sand sources, such as Hunshandake Sandy Land, Kubuqi Desert, Mongolian Gobi and China. Deserts in the Northwest Territories.
Earlier, some experts analyzed that in the future, sandstorms in northern China will gradually increase in volatility and enter a relatively new period of relative activeness. As a result, Beijing may have more dust in the next 10 years, which also gives sandstorm control. Concept stocks bring opportunities. The development of ecological civilization and the construction of beautiful China have become an important national policy of China, fighting against sandstorms, wind and sand fixation and vegetation protection are the most important. In addition to the concepts of sand control and afforestation, companies engaged in air pollution monitoring will also benefit in the long run.
Specific to individual stocks, sand source control: Mongolian grass ecology; vegetation protection: Fujian Jinsen; municipal garden project: Tiehan ecology; mask: Xinlun technology, leading shares; air filtration: Chuangyuan Technology, Yuyue Medical, Xuelaite, Taihe New Materials, Jiangnan High Fiber, Xingyuan Filtration; PM2.5 Testing: Xianhe Environmental Protection, Concentration Technology, Tianrui Instrument, Xuedilong, Hanwei Electronics; Activated Carbon: Xinri Hengli, Yuanli, Yinglite; Artificial Rainfall: Lekai Film, Xinjiang Tianye, Aerospace Science and Technology Juhua, Liuhua, Kaimei Special Gas; sand governance concept: Mengcao Ecology, Yili Energy Saving.
Since the introduction of the "beautiful China" strategy, China has been striving to move in this direction and vigorously improve pollution in various aspects such as air, water, land, etc. Although it has achieved results, there is still a long way to go in the future. With the increasing awareness of environmental protection, whether it is smog or sandstorms, the emergence of bad weather has aroused the attention of the society, but also the nerves of the capital market. Most of the Northwest and North China have been hit by strong sandstorms, or it is expected to stimulate the speculation of beautiful Chinese stocks again. Analysts believe that Yasheng Group, Jilin Forest Industry, Fenglin Group, Huahong Technology, Shengda Forestry, Concept stocks such as Fujian Jinsen and Mengcao Ecology can be concerned.
Essence Securities proposes to grasp the new cycle investment opportunities from the three main investment lines. In the two sessions, the smog is no longer an accident, and it has become a hot topic again. Whether it is an official speech or a civil voice, there is a high expectation for the management of smog. It believes that the blue sky defense war under the new environmental protection cycle has started, mainly to grasp the following three main lines of investment: First, the smog monitoring and strengthening, mainly focusing on atmospheric monitoring: concentrating technology, China testing, etc.; second, smog source control, Mainly concerned with comprehensive energy-saving renovation: Shenwu environmental protection, ultra-low emissions: clean environment, coal to gas: Baichuan energy; third is anti-mite health consumption, mainly concerned about masks, air purifiers: re-energy technology. 
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