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港股風電、光伏股走強 美民主黨推碳邊境税計劃
格隆匯7月21日丨隨着A股新能源股(鋰電和光伏)集體爆發,港股風電、光伏股被帶動。風電股中,大唐新能源漲近9%,龍源電力漲超6%;光伏股中,新特能源漲超10%,信義能源漲超5%,福耀玻璃和洛陽玻璃漲超4%。7月19日,繼歐盟之後,美國參議院民主黨人也推出了碳邊境税計劃,將對減排力度不足的國家出口到美國的商品按其碳排放量徵税。如果該計劃得到實施,美國將從2024年起對進口的石油、天然氣、煤等化石燃料以及鋁、鋼鐵、水泥等生產過程中碳排放高的商品徵收碳邊境税,規模達到美國進口總額的12%,預計每年將獲得税收50億到160億美元。
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