(以下内容从国金证券《电力设备与新能源行业研究:双碳再获顶层定调,反内卷迎阶段性里程碑,关注英伟达缺电峰会》研报附件原文摘录)整体观点:中央经济工作会议将“坚持‘双碳’引领,推动全面绿色转型”列为明年经济工作的八项重点任务之一。具体措施包括:深入推进重点行业节能降碳改造、扩大绿电应用等。加快能源供应与消费领域的持续“降碳”,同时实现“能源强国”的目标,无疑仍将是我国经济发展的重要主线之一。我们认为...
Source Link(以下内容从国金证券《电力设备与新能源行业研究:双碳再获顶层定调,反内卷迎阶段性里程碑,关注英伟达缺电峰会》研报附件原文摘录)整体观点:中央经济工作会议将“坚持‘双碳’引领,推动全面绿色转型”列为明年经济工作的八项重点任务之一。具体措施包括:深入推进重点行业节能降碳改造、扩大绿电应用等。加快能源供应与消费领域的持续“降碳”,同时实现“能源强国”的目标,无疑仍将是我国经济发展的重要主线之一。我们认为...
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