环保行业2018年上半年投资策略：估值回落配置价值上升，关注高景气细分龙头-15页

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1、环保行业2018年上半年投资策略报告目录1.行业业绩将维持高增态势......................................................................................................................................31.1全年业绩预计保持快速增长....................................................................................................................

2、...31.2PPP成为行业业绩增长的重要驱动力之一................................................................................................32.环保投入和监管力度将延续..................................................................................................................................42.1十九大高度强调生态文明建设...............

3、....................................................................................................42.2政策支持环保装备制造业加快发展...........................................................................................................52.3环保监管趋严态势将延续..........................................................

4、.................................................................53.雄安新区落地带给环保可观增量市场..................................................................................................................64.高景气细分领域中挖掘机会......................................................................................

5、............................................74.1非电行业烟气治理带来新机遇...................................................................................................................74.2黑臭水体整治和村镇污水处理..........................................................................................................

6、.........84.3危废处置景气度高.......................................................................................................................................94.4土壤修复市场有望加速释放.......................................................................................................................95.投资建议与

7、重点公司............................................................................................................................................106.风险提示......................................................