中央定調2021年方向,新能源概念股集體爆發!
格隆匯12月21日丨18日召開的中央經濟工作會議定調2021年8項重點任務,其中包括做好碳達峯、碳中和工作。這是中央經濟工作會議首次提出。有專家指出,碳中和不僅僅只是能源的事,它與產業鏈等方方面面都有關係。碳中和目標將深刻影響下一步產業鏈的重構、重組和新的國際標準。今日港A市場與新能源有關的新能源汽車、鋰電池、光伏、風力等概念集體爆發。個股中,比亞迪、隆基股份(創歷史新高)漲停,寧德時代漲超10%(創歷史新高),晶澳科技、通威股份盤中均漲近10%逼近漲停,金風科技漲超6%創歷史新高;港股三隻光伏玻璃股(信義光能、洛陽玻璃和福萊特玻璃)集體大漲,均漲超10%。
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