金吾财讯 | 中信证券研究称，“十五五”专项规划落地，确定循环经济3万亿增量目标与资源安全、协同降碳、产业升级三重战略定位。连续20年写入五年规划，循环经济已从单一资源节约产业发展成5万亿元规模的复杂产业集群。未来五年，产业增长空间来自政策驱动与资源放量，关注6大核心产业。预计2030年6大产业总产值达6.6万亿元，五年产值增长超1.8万亿元。建议2028年前优先配置余热回收、工业水循环等政策驱动赛道，2028年后聚焦“新三样”固废回收等资源驱动赛道与AI智能分拣、固废高值回收等技术商业化兑现机会。标的选择方面，建议优先关注具备渠道壁垒与垂直整合能力的企业。
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