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港股風電、光伏、碳中和概念股集體走強
格隆匯10月25日丨光伏股中,水發興業能源和洛陽玻璃股份漲超4%,新特能源漲3%,福萊特玻璃漲超2%;風電股中,龍源電力漲8%,新天綠色能源漲超5%,金風科技和大唐新能源漲超3%;碳中和概念股中,東嶽集團漲超8%,中國碳中和、華潤電力漲超5%。消息面上,24日發佈的《關於完整準確全面貫徹新發展理念做好碳達峯碳中和工作的意見》提出,到2060年,綠色低碳循環發展的經濟體系和清潔低碳安全高效的能源體系全面建立,能源利用效率達到國際先進水平,非化石能源消費比重達到80%以上。另外,中國電力企業聯合會22日發佈《2021年三季度全國電力供需形勢分析預測報吿》,預計年底全國發電裝機容量23.7億千瓦,同比增長7.7%左右,其中,併網風電3.3億千瓦,併網太陽能發電3.1億千瓦。非化石能源發電裝機合計達到11.2億千瓦左右,佔總裝機容量比重上升至47.3%,比2020年底提高2.5個百分點左右,非化石能源發電裝機規模及比重預計將首次超過煤電。

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