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Huatai Securities: Optimistic about carbon reduction and transformation or speeding up the concentration of building materials
The bank believes that the release of this action plan is expected to strengthen the regulation of production capacity in the building materials industry, promote the implementation of energy-saving transformation in the building materials and construction industry, and accelerate the integration of photovoltaics in buildings and the construction of large scenic bases. It is recommended to focus on companies related to cement, engineering transformation, and power engineering.
Hong Kong Stock Concept Tracking | The State Council released a major document! New energy vehicles, photovoltaics, wind power, energy storage welcome catalysis (with concept stocks)
The Zhitong Finance App learned that recently, the State Council issued the “2024-2025 Energy Saving and Carbon Reduction Action Plan”, which welcomed benefits for various industries such as photovoltaics, energy storage, hydrogen energy, and new energy vehicles. Among them, it is proposed to actively develop pumped energy storage and new types of energy storage; speed up the construction of large-scale wind power photovoltaic bases focusing on deserts, Gobi, and deserts; develop biomass energy according to local conditions and promote hydrogen energy development in an integrated manner; and gradually lift restrictions on the purchase of new energy vehicles in various regions and promote the electrification of vehicles in the public sector. Major brokerage firms have also recently published their latest interpretations of the areas mentioned in the plan. Specifically, in terms of new energy vehicles, the plan is proposed
Shanghai Electric Details New Strategic Acquisition
Shanghai Electric Embraces Digital Communication
Singapore Widens Its Pool of Carbon Credits to Offset Emissions
Companies in Singapore can tap a larger pool of carbon credits to offset up to 5% of their taxable emissions after the city-state signed a bilateral agreement with Ghana.
Shanghai Electric Power Co., Ltd.'s (SHSE:600021) Largest Shareholders Are Private Companies Who Were Rewarded as Market Cap Surged CN¥2.1b Last Week
Key Insights Significant control over Shanghai Electric Power by private companies implies that the general public has more power to influence management and governance-related decisions A total of
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