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新能源板塊現漲停潮
格隆匯9月15日丨新能源板塊保費,易成新能漲20%漲停,新強聯漲超14%,電氣風電漲超10%,節能風電、拓日新能、金風科技、中材科技、明陽智能漲停,寶新能源、天順風能、太陽能、中信博和上海電氣等跟漲。興業能源革新股票基金經理鄒慧表示,新能源產業鏈條長、範圍廣、空間大,在“碳中和”大勢下,短期看好風電,從長遠發展來説,看好新能源汽車、光伏和新材料。今年下半年或者明年儲能賽道可能會迎頭趕上。“碳中和”背景下,整個新能源行業將呈螺旋式上升,相關領域的優秀公司也將迎來高速成長的戰略機遇期。從全球碳排放的能源結構來看,碳排放主要來自電力行業和交通行業,這兩大行業在減排目標兑現過程中將湧現巨大的投資機會。
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