环保行业2018年中期策略：坐看云起时

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1、目录1.市场回顾：业绩向好，估值与持仓创新低.-5-1.1业绩：整体向好，竞争加剧......................................................................................................................................-5-1.2行情：板块承压，走势偏弱................................................................................................

2、......................................-7-1.3持仓：降幅显著，五年新低....................................................................................................................................-10-2.投资策略：远明近暗，以污染解决的紧迫性为锚，寻找业绩确定性强标的..........................................................-12-2

3、.1政策面：中央重拳整治污染，政策预期强烈........................................................................................................-12-2.2执行面：组建生态环境部，督察风暴延续............................................................................................................-14-2.3锚定策略：把握行业景气度和业绩确定性......

4、......................................................................................................-15-3.三面出击：打赢污染攻坚战......................................................................................................................................-16-3.1净霾：蓝天保卫战是重中之重，看好非电治理........

5、............................................................................................-16-3.2碧水：由点及面，污水运营+流域治理..................................................................................................................-19-3.3清废：垃圾发电强运营属性+环卫市场化提速................................

6、......................................................................-21-4.个股推荐....................................................................................................................................................................-23-4.1龙净环保：外部催化+内生增长，奠定非电治理龙头...............

7、...........................................................................-23-4.2国祯环保：工程+运营双提升，增长动力强劲......................................................................................................-24-4.3伟明环保：业绩增长高于预期，内生驱动力强劲..................................