瑞银财富:料“十四五”期间电动车生产数量增长4倍
国务院昨日(23日)发布《关于加快建立健全绿色低碳循环发展经济体系的指导意见》,大力推动风电、光伏发电发展之外,将因地制宜发展水能、地热能、氢能、生物质能及光热等发电。
瑞银财富管理投资总监办公室(CIO)最新发表的机构观点称,一直偏好中国绿色科技板块,政策不仅有利于光伏及风电等可再生能源价值链在未来5年扩张产能,还引领电动车产业提速发展,这跟《意见》提到产业、能源及运输结构在2025年明显优化的目标一致。
中国目标在2030年提高可再生能源发电占比至25%,跟“十三五”相比,瑞银财富预计,光伏及风电发电年度装机容量在“十四五”期间分别增长100%及40%,电动车生产数量更增长4倍,相关行业的龙头企业被看高一线。
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