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《大行報告》花旗:「十四五」節能方案利好新能源板塊 料龍源及港華智慧能源等受惠
花旗近日發表新能源行業報告表示,國務院印發《「十四五」節能減排綜合工作方案》提出,明確至2025年,全國單位國內生產總值能源消耗比2020年下降13.5%,能源消費總量得到合理控制,化學需氧量、氨氮、氮氧化物、揮發性有機物排放總量比2020年分別下降8%、8%、10%以上,該行指這些目標將通過涵蓋廣泛行業的十項措施來實現,包括基礎材料、可再生能源、房地產、電動汽車、運輸、化學品和公用事業。 該行認為主要受益股份包括隆基股份(601012.SH)(光伏)、龍源電力(00916.HK)(風電)、港華智慧能源(01083.HK)(燃氣+光伏)及比亞迪(01211.HK)(電動車)。
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