碳中和板塊走低 經濟日報評論:不能把碳中和當概念炒作
格隆匯7月19日丨碳中和板塊走低,恩捷股份跌超6%,長源電力、華銀電力跌超5%,深圳能源跌近5%,中材節能、晶澳科技、先河環保、啟迪環境等跟跌。經濟日報刊文稱,7月16日,全國碳排放權交易正式開市。而在二級市場上,“碳中和”概念股早已成為耀眼的明星,某股票因“碳中和”概念,甚至被連拉21個漲停板。但投資者也應看到,目前我國碳交易還處於起步階段,隨着全國性碳交易市場開啟,未來交易機制及相關政策還將進一步完善。與此同時,相較於金融資本市場而言,碳交易市場還是個比較小眾的市場。所謂的“碳中和”概念公司也沒有成熟的業務模式,整個行業還在發展中。眼下,“碳中和”概念火熱大多還是市場炒作的結果,題材炒作能否經得住考驗還要看是否有業績支撐。

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