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郭家耀: 資金熱炒新經濟及內需股 風電光伏板塊迎國策機遇
阿思達克 12-24 09:33
內地股市昨日高開高走,滬綜指收市上升0.7%,滬深兩市成交額保持活躍。

港股走勢止跌回穩,資金繼續熱炒新經濟股及內需股,龍頭科網股表現仍然受壓,大市成交保持清淡。長假期前夕,預料市況未有太大變化,指數繼續於26,000至26,800點水平上落。

另國務院日前發布《新時代的中國能源發展》白皮書,表示中國堅定不移推進能源革命,能源生產和利用方式發生重大變革,能源發展取得歷史性成就。能源生產和消費結構不斷優化,能源利用效率顯著提高,生產生活用能條件明顯改善,能源安全保障能力持續增強,為服務經濟高質量發展、打贏脫貧攻堅戰和全面建成小康社會提供重要支撐。白皮書指出,中國堅持創新、協調、綠色、開放、共享的新發展理念,以推動高質量發展為主題,以深化供給側結構性改革為主線,全面推進能源消費方式變革,構建多元清潔的能源供應體系,實施創新驅動發展戰略,不斷深化能源體制改革,持續推進能源領域國際合作,中國能源進入高質量發展新階段。

面對氣候變化、環境風險挑戰、能源資源約束等日益嚴峻的全球問題,中國樹立人類命運共同體理念,促進經濟社會發展全面綠色轉型,努力推動能源清潔低碳發展,積極參與全球能源治理,與各國一道尋求加快推進全球能源可持續發展新道路。十四五規劃下,中國計劃加快採用清潔能源,到2030年,非化石燃料能源佔比目標是達25%。其次,建立智能能源系統,加快能源生產供應鏈的數字化升級,推進智能能源示範項目,繼續加強能源生產基礎設施建設,提高電力利用率。推進電力市場的市場化改革,優化經營環境。預料政策對風電及光伏相關股份帶來重大機遇,可持續關注。

(筆者為證監會持牌人,沒持有上述股份)~

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