(以下内容从国金证券《公用事业行业研究:行情由点及面,两会强调双碳》研报附件原文摘录)核心观点政府工作报告聚焦防污、降碳等双碳领域,关注零碳园区、算电融合、循环再生从2025相关回顾来看,单位GDP碳排放量降幅5%,可再生能源新增装机3.7亿千瓦,非化石能源发电量占总发电量的比重接近40%,全国碳排放权交易更趋活跃。2026相关目标方面:单位国内生产总值能耗降低3%左右(与25年目标值、实际值一致...
Source Link(以下内容从国金证券《公用事业行业研究:行情由点及面,两会强调双碳》研报附件原文摘录)核心观点政府工作报告聚焦防污、降碳等双碳领域,关注零碳园区、算电融合、循环再生从2025相关回顾来看,单位GDP碳排放量降幅5%,可再生能源新增装机3.7亿千瓦,非化石能源发电量占总发电量的比重接近40%,全国碳排放权交易更趋活跃。2026相关目标方面:单位国内生产总值能耗降低3%左右(与25年目标值、实际值一致...
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