全国碳交易市场开启在即，机构点出五大投资方向

上海证券报2021-06-27

随着全国碳交易市场开启日益临近，相关概念股也纷纷异动。 6月25日，碳中和、节能环保板块表现活跃。截至收盘，天沃科技、湖南天雁、美锦能源等多股涨停，得邦照明、开尔新材、智光电气等个股纷纷拉升。近期，券商也密集发布研报关注碳交易市场带来的投资机会。多数机构认为，全国碳市场启动后，将对社会、行业、企业的投资生产决策产生影响，新能源、可再生资源回收等多领域有望受益。碳交易规模将迅速攀升全国碳市场...

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Comments

赞我的今年账户翻十倍
2021-06-28
赞我的今年账户翻十倍
龍頭是哪個
mjng
2021-06-28
mjng
點贊謝謝☺
RickJin
2021-06-28
RickJin
你好謝謝
中国ChinaATM
2021-06-28
中国ChinaATM
點贊，謝謝
kenp
2021-06-27
kenp
Good
- kenpReply爱上投资学:
  Are you Mr Er
- 爱上投资学Replykenp:
  yes
- kenpReply爱上投资学:
  Good afternoon Mr Er
- 爱上投资学Replykenp:
  not bad
- kenpReply爱上投资学:
  How are you Mr Er
Ling28
2021-06-27
Ling28
好
- Jerry6666:
  好

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123

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national carbon trading market is just around the corner, and the institution points out five major investment directions","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/7a9dea9aae324045121dc0c4a89e6aff","symbols_score_info":{"300234":0.9,"600698":0.9,"603303":0.9,"002169":0.9,"000723":0.9,"002564":0.9},"content_text":"随着全国碳交易市场开启日益临近，相关概念股也纷纷异动。\n6月25日，碳中和、节能环保板块表现活跃。截至收盘，天沃科技、湖南天雁、美锦能源等多股涨停，得邦照明、开尔新材、智光电气等个股纷纷拉升。\n\n近期，券商也密集发布研报关注碳交易市场带来的投资机会。多数机构认为，全国碳市场启动后，将对社会、行业、企业的投资生产决策产生影响，新能源、可再生资源回收等多领域有望受益。\n碳交易规模将迅速攀升\n全国碳市场启动之后，市场规模究竟有多大？\n据首创证券预计，2021年我国碳交易市场成交量或将达到2.5亿吨，为2020年各个试点交易所交易总量的3倍，成交金额将达60亿元。未来，我国碳市场覆盖范围将逐步扩大，到2030年累计交易额或将超过1000亿元。\n“伴随双碳目标逐步实现、控排覆盖企业增加以及碳交易市场成熟，我们推测碳交易规模将迅速攀升，仅碳排放现货交易一项，市场规模就有望于2030年突破千亿元。”中航证券高端制造团队指出。\n此外，机构认为碳交易市场正式上线后，有望带来碳交易量价齐升。中航证券高端制造团队表示，当前国内的碳交易成交量及价格显著低于国际水平，而全国碳交易系统建立将有助于提高市场活力，刺激企业向清洁能源转型，提高碳价格。\n“碳价格作为成本可能传递至电力、钢铁、水泥、炼油等行业。涉及碳交易的龙头企业一般具有技术和规模优势，碳价格对龙头公司影响较小。”平安证券分析师樊金璐表示。\n新能源企业利润有望增厚\n天风证券研究所环保与公用行业首席分析师郭丽丽认为，全国碳市场首批纳入仅是2000多家电力企业，对于不同类型的电力企业影响不一。对于火电企业，短期业绩压力不大，而中长期面临向非化石能源转型的压力较大；对于新能源运营企业，CCER（国家核证自愿减排量）有望增厚其收益，盈利能力或进一步提升。\n华西证券环保公用团队同样看好新能源企业后续业绩空间。其认为，“免费发放+拍卖”相结合的配额分配是未来碳市场发展方向，若未来碳配额价格能够较好地体现经济价值，则新能源运营企业将获得丰厚的额外碳配额交易收入，实现价值重估。\n“新能源发电商价值有望重估，我们按2019年数据测算，将增厚新能源发电利润9%至17%。”华泰证券表示，长期看好新能源发电前景，但是对于火电也不必过度悲观，火电仍具备压舱石效应，行稳致远。\n机构：关注五大投资方向\n机构普遍认为，碳排放权交易是生态环境价值的体现，也是未来一段时间碳达峰、碳中和行动的核心工作。那么从长期投资角度来看，应该关注哪些机遇？\n国盛证券表示，碳交易全国推广，一方面将推动碳排放负外部性利益化，促进碳减排合理、高效、平稳实现。另一方面，立足全球视角，碳关税或将成为长期趋势，碳交易推广也将助力国际贸易全球化。具体而言，可以关注五大投资方向：\n一是高碳排行业集中度提升，龙头优势加速凸显，推荐关注钢铁、金属非金属新材料、工业金属、化学制品、装修装饰和其他建材等细分行业头部企业。\n二是零碳排新能源再获动力，推荐关注光伏、风电、核电、水电等电力细分领域优质标的。\n三是负碳排板块将受益于CCER（国家核证自愿减排量）推广，推荐关注林业碳汇、垃圾处理等相关投资机遇。\n四是碳配额分配与碳交易覆盖度提升均将激发碳排放监测需求，推荐关注环保监测设备、环保工程及服务。\n五是未来有望迎来碳金融产品创新与推广的新发展阶段，推荐关注银行金融板块及碳金融衍生品相关投资机遇。\n此外，首创证券认为，以数字化和信息化为载体的智慧环保将深度赋能碳市场与碳交易。智慧环保是优质赛道，且处于行业生命周期中的快速成长期，相关公司将享受市场爆发的红利。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":127696139,"gmtCreate":1624845275921,"gmtModify":1703846009455,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"htmlText":"龍頭是哪個","listText":"龍頭是哪個","text":"龍頭是哪個","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127696139","repostId":1182411664,"repostType":4,"repost":{"id":"1182411664","kind":"news","pubTimestamp":1624761673,"share":"https://ttm.financial/m/news/1182411664?lang=en_US&edition=fundamental","pubTime":"2021-06-27 10:41","market":"sh","language":"zh","title":"The national carbon trading market is about to open, and institutions point out five major investment directions","url":"https://stock-news.laohu8.com/highlight/detail?id=1182411664","media":"上海证券报","summary":"随着全国碳交易市场开启日益临近，相关概念股也纷纷异动。近期，券商也密集发布研报关注碳交易市场带来的投资机会。多数机构认为，全国碳市场启动后，将对社会、行业、企业的投资生产决策产生影响，新能源、可再生资源回收等多领域有望受益。据首创证券预计，2021年我国碳交易市场成交量或将达到2.5亿吨，为2020年各个试点交易所交易总量的3倍，成交金额将达60亿元。","content":"<p><div>As the opening of the national carbon trading market approaches, related concept stocks have also changed. On June 25, the carbon neutrality, energy conservation and environmental protection sectors were active. As of the close, many stocks such as Tianwo Technology, Hunan Tianyan, and Meijin Energy had their daily limit, while stocks such as Debang Lighting, Kaier New Materials, and Zhiguang Electric rose one after another. Recently, securities firms have also intensively released research reports to focus on the investment opportunities brought by the carbon trading market. Most institutions believe that the launch of the national carbon market will have an impact on the investment and production decisions of society, industries, and enterprises, and many fields such as new energy and renewable resource recycling are expected to benefit. Carbon Trading Scale Will Climb Rapidly National Carbon Market...</p><p><a href=\"https://mp.weixin.qq.com/s/CdJFesr-SWj4G8AzdeeXSw\">Web link</a></div></p>","source":"shzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The national carbon trading market is about to open, and institutions point out five major investment directions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe national carbon trading market is about to open, and institutions point out five major investment directions\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">上海证券报</strong><span class=\"h-time small\">2021-06-27 10:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>As the opening of the national carbon trading market approaches, related concept stocks have also changed. On June 25, the carbon neutrality, energy conservation and environmental protection sectors were active. As of the close, many stocks such as Tianwo Technology, Hunan Tianyan, and Meijin Energy had their daily limit, while stocks such as Debang Lighting, Kaier New Materials, and Zhiguang Electric rose one after another. Recently, securities firms have also intensively released research reports to focus on the investment opportunities brought by the carbon trading market. Most institutions believe that the launch of the national carbon market will have an impact on the investment and production decisions of society, industries, and enterprises, and many fields such as new energy and renewable resource recycling are expected to benefit. Carbon Trading Scale Will Climb Rapidly National Carbon Market...</p><p><a href=\"https://mp.weixin.qq.com/s/CdJFesr-SWj4G8AzdeeXSw\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/CdJFesr-SWj4G8AzdeeXSw\">上海证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5a8eab65ec7981d9d3c6a4d13a066308","relate_stocks":{"300234":"开尔新材","600698":"湖南天雁","603303":"得邦照明","002169":"智光电气","002564":"天沃科技","000723":"美锦能源"},"source_url":"https://mp.weixin.qq.com/s/CdJFesr-SWj4G8AzdeeXSw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182411664","content_text":"随着全国碳交易市场开启日益临近，相关概念股也纷纷异动。\n6月25日，碳中和、节能环保板块表现活跃。截至收盘，天沃科技、湖南天雁、美锦能源等多股涨停，得邦照明、开尔新材、智光电气等个股纷纷拉升。\n\n近期，券商也密集发布研报关注碳交易市场带来的投资机会。多数机构认为，全国碳市场启动后，将对社会、行业、企业的投资生产决策产生影响，新能源、可再生资源回收等多领域有望受益。\n碳交易规模将迅速攀升\n全国碳市场启动之后，市场规模究竟有多大？\n据首创证券预计，2021年我国碳交易市场成交量或将达到2.5亿吨，为2020年各个试点交易所交易总量的3倍，成交金额将达60亿元。未来，我国碳市场覆盖范围将逐步扩大，到2030年累计交易额或将超过1000亿元。\n“伴随双碳目标逐步实现、控排覆盖企业增加以及碳交易市场成熟，我们推测碳交易规模将迅速攀升，仅碳排放现货交易一项，市场规模就有望于2030年突破千亿元。”中航证券高端制造团队指出。\n此外，机构认为碳交易市场正式上线后，有望带来碳交易量价齐升。中航证券高端制造团队表示，当前国内的碳交易成交量及价格显著低于国际水平，而全国碳交易系统建立将有助于提高市场活力，刺激企业向清洁能源转型，提高碳价格。\n“碳价格作为成本可能传递至电力、钢铁、水泥、炼油等行业。涉及碳交易的龙头企业一般具有技术和规模优势，碳价格对龙头公司影响较小。”平安证券分析师樊金璐表示。\n新能源企业利润有望增厚\n天风证券研究所环保与公用行业首席分析师郭丽丽认为，全国碳市场首批纳入仅是2000多家电力企业，对于不同类型的电力企业影响不一。对于火电企业，短期业绩压力不大，而中长期面临向非化石能源转型的压力较大；对于新能源运营企业，CCER（国家核证自愿减排量）有望增厚其收益，盈利能力或进一步提升。\n华西证券环保公用团队同样看好新能源企业后续业绩空间。其认为，“免费发放+拍卖”相结合的配额分配是未来碳市场发展方向，若未来碳配额价格能够较好地体现经济价值，则新能源运营企业将获得丰厚的额外碳配额交易收入，实现价值重估。\n“新能源发电商价值有望重估，我们按2019年数据测算，将增厚新能源发电利润9%至17%。”华泰证券表示，长期看好新能源发电前景，但是对于火电也不必过度悲观，火电仍具备压舱石效应，行稳致远。\n机构：关注五大投资方向\n机构普遍认为，碳排放权交易是生态环境价值的体现，也是未来一段时间碳达峰、碳中和行动的核心工作。那么从长期投资角度来看，应该关注哪些机遇？\n国盛证券表示，碳交易全国推广，一方面将推动碳排放负外部性利益化，促进碳减排合理、高效、平稳实现。另一方面，立足全球视角，碳关税或将成为长期趋势，碳交易推广也将助力国际贸易全球化。具体而言，可以关注五大投资方向：\n一是高碳排行业集中度提升，龙头优势加速凸显，推荐关注钢铁、金属非金属新材料、工业金属、化学制品、装修装饰和其他建材等细分行业头部企业。\n二是零碳排新能源再获动力，推荐关注光伏、风电、核电、水电等电力细分领域优质标的。\n三是负碳排板块将受益于CCER（国家核证自愿减排量）推广，推荐关注林业碳汇、垃圾处理等相关投资机遇。\n四是碳配额分配与碳交易覆盖度提升均将激发碳排放监测需求，推荐关注环保监测设备、环保工程及服务。\n五是未来有望迎来碳金融产品创新与推广的新发展阶段，推荐关注银行金融板块及碳金融衍生品相关投资机遇。\n此外，首创证券认为，以数字化和信息化为载体的智慧环保将深度赋能碳市场与碳交易。智慧环保是优质赛道，且处于行业生命周期中的快速成长期，相关公司将享受市场爆发的红利。","news_type":1,"symbols_score_info":{"300234":0.9,"600698":0.9,"603303":0.9,"002169":0.9,"000723":0.9,"002564":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":127878369,"gmtCreate":1624844586351,"gmtModify":1703845976241,"author":{"id":"3564614537181603","authorId":"3564614537181603","name":"mjng","avatar":"https://static.tigerbbs.com/a854954445bb4118ad10dc538396e457","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"3564614537181603","authorIdStr":"3564614537181603"},"htmlText":"點贊 謝謝☺","listText":"點贊 謝謝☺","text":"點贊 謝謝☺","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127878369","repostId":1182411664,"repostType":4,"repost":{"id":"1182411664","kind":"news","pubTimestamp":1624761673,"share":"https://ttm.financial/m/news/1182411664?lang=en_US&edition=fundamental","pubTime":"2021-06-27 10:41","market":"sh","language":"zh","title":"The national carbon trading market is about to open, and institutions point out five major investment directions","url":"https://stock-news.laohu8.com/highlight/detail?id=1182411664","media":"上海证券报","summary":"随着全国碳交易市场开启日益临近，相关概念股也纷纷异动。近期，券商也密集发布研报关注碳交易市场带来的投资机会。多数机构认为，全国碳市场启动后，将对社会、行业、企业的投资生产决策产生影响，新能源、可再生资源回收等多领域有望受益。据首创证券预计，2021年我国碳交易市场成交量或将达到2.5亿吨，为2020年各个试点交易所交易总量的3倍，成交金额将达60亿元。","content":"<p><div>As the opening of the national carbon trading market approaches, related concept stocks have also changed. On June 25, the carbon neutrality, energy conservation and environmental protection sectors were active. As of the close, many stocks such as Tianwo Technology, Hunan Tianyan, and Meijin Energy had their daily limit, while stocks such as Debang Lighting, Kaier New Materials, and Zhiguang Electric rose one after another. Recently, securities firms have also intensively released research reports to focus on the investment opportunities brought by the carbon trading market. Most institutions believe that the launch of the national carbon market will have an impact on the investment and production decisions of society, industries, and enterprises, and many fields such as new energy and renewable resource recycling are expected to benefit. Carbon Trading Scale Will Climb Rapidly National Carbon Market...</p><p><a href=\"https://mp.weixin.qq.com/s/CdJFesr-SWj4G8AzdeeXSw\">Web link</a></div></p>","source":"shzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The national carbon trading market is about to open, and institutions point out five major investment directions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe national carbon trading market is about to open, and institutions point out five major investment directions\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">上海证券报</strong><span class=\"h-time small\">2021-06-27 10:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>As the opening of the national carbon trading market approaches, related concept stocks have also changed. On June 25, the carbon neutrality, energy conservation and environmental protection sectors were active. As of the close, many stocks such as Tianwo Technology, Hunan Tianyan, and Meijin Energy had their daily limit, while stocks such as Debang Lighting, Kaier New Materials, and Zhiguang Electric rose one after another. Recently, securities firms have also intensively released research reports to focus on the investment opportunities brought by the carbon trading market. Most institutions believe that the launch of the national carbon market will have an impact on the investment and production decisions of society, industries, and enterprises, and many fields such as new energy and renewable resource recycling are expected to benefit. Carbon Trading Scale Will Climb Rapidly National Carbon Market...</p><p><a href=\"https://mp.weixin.qq.com/s/CdJFesr-SWj4G8AzdeeXSw\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/CdJFesr-SWj4G8AzdeeXSw\">上海证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5a8eab65ec7981d9d3c6a4d13a066308","relate_stocks":{"300234":"开尔新材","600698":"湖南天雁","603303":"得邦照明","002169":"智光电气","002564":"天沃科技","000723":"美锦能源"},"source_url":"https://mp.weixin.qq.com/s/CdJFesr-SWj4G8AzdeeXSw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182411664","content_text":"随着全国碳交易市场开启日益临近，相关概念股也纷纷异动。\n6月25日，碳中和、节能环保板块表现活跃。截至收盘，天沃科技、湖南天雁、美锦能源等多股涨停，得邦照明、开尔新材、智光电气等个股纷纷拉升。\n\n近期，券商也密集发布研报关注碳交易市场带来的投资机会。多数机构认为，全国碳市场启动后，将对社会、行业、企业的投资生产决策产生影响，新能源、可再生资源回收等多领域有望受益。\n碳交易规模将迅速攀升\n全国碳市场启动之后，市场规模究竟有多大？\n据首创证券预计，2021年我国碳交易市场成交量或将达到2.5亿吨，为2020年各个试点交易所交易总量的3倍，成交金额将达60亿元。未来，我国碳市场覆盖范围将逐步扩大，到2030年累计交易额或将超过1000亿元。\n“伴随双碳目标逐步实现、控排覆盖企业增加以及碳交易市场成熟，我们推测碳交易规模将迅速攀升，仅碳排放现货交易一项，市场规模就有望于2030年突破千亿元。”中航证券高端制造团队指出。\n此外，机构认为碳交易市场正式上线后，有望带来碳交易量价齐升。中航证券高端制造团队表示，当前国内的碳交易成交量及价格显著低于国际水平，而全国碳交易系统建立将有助于提高市场活力，刺激企业向清洁能源转型，提高碳价格。\n“碳价格作为成本可能传递至电力、钢铁、水泥、炼油等行业。涉及碳交易的龙头企业一般具有技术和规模优势，碳价格对龙头公司影响较小。”平安证券分析师樊金璐表示。\n新能源企业利润有望增厚\n天风证券研究所环保与公用行业首席分析师郭丽丽认为，全国碳市场首批纳入仅是2000多家电力企业，对于不同类型的电力企业影响不一。对于火电企业，短期业绩压力不大，而中长期面临向非化石能源转型的压力较大；对于新能源运营企业，CCER（国家核证自愿减排量）有望增厚其收益，盈利能力或进一步提升。\n华西证券环保公用团队同样看好新能源企业后续业绩空间。其认为，“免费发放+拍卖”相结合的配额分配是未来碳市场发展方向，若未来碳配额价格能够较好地体现经济价值，则新能源运营企业将获得丰厚的额外碳配额交易收入，实现价值重估。\n“新能源发电商价值有望重估，我们按2019年数据测算，将增厚新能源发电利润9%至17%。”华泰证券表示，长期看好新能源发电前景，但是对于火电也不必过度悲观，火电仍具备压舱石效应，行稳致远。\n机构：关注五大投资方向\n机构普遍认为，碳排放权交易是生态环境价值的体现，也是未来一段时间碳达峰、碳中和行动的核心工作。那么从长期投资角度来看，应该关注哪些机遇？\n国盛证券表示，碳交易全国推广，一方面将推动碳排放负外部性利益化，促进碳减排合理、高效、平稳实现。另一方面，立足全球视角，碳关税或将成为长期趋势，碳交易推广也将助力国际贸易全球化。具体而言，可以关注五大投资方向：\n一是高碳排行业集中度提升，龙头优势加速凸显，推荐关注钢铁、金属非金属新材料、工业金属、化学制品、装修装饰和其他建材等细分行业头部企业。\n二是零碳排新能源再获动力，推荐关注光伏、风电、核电、水电等电力细分领域优质标的。\n三是负碳排板块将受益于CCER（国家核证自愿减排量）推广，推荐关注林业碳汇、垃圾处理等相关投资机遇。\n四是碳配额分配与碳交易覆盖度提升均将激发碳排放监测需求，推荐关注环保监测设备、环保工程及服务。\n五是未来有望迎来碳金融产品创新与推广的新发展阶段，推荐关注银行金融板块及碳金融衍生品相关投资机遇。\n此外，首创证券认为，以数字化和信息化为载体的智慧环保将深度赋能碳市场与碳交易。智慧环保是优质赛道，且处于行业生命周期中的快速成长期，相关公司将享受市场爆发的红利。","news_type":1,"symbols_score_info":{"300234":0.9,"600698":0.9,"603303":0.9,"002169":0.9,"000723":0.9,"002564":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":127845948,"gmtCreate":1624844381184,"gmtModify":1703845966212,"author":{"id":"4087434928601970","authorId":"4087434928601970","name":"RickJin","avatar":"https://static.tigerbbs.com/a0fc51c70a5f7ec4e9ac4638d47d32af","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"4087434928601970","authorIdStr":"4087434928601970"},"htmlText":"你好謝謝","listText":"你好謝謝","text":"你好謝謝","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127845948","repostId":1182411664,"repostType":4,"repost":{"id":"1182411664","kind":"news","pubTimestamp":1624761673,"share":"https://ttm.financial/m/news/1182411664?lang=en_US&edition=fundamental","pubTime":"2021-06-27 10:41","market":"sh","language":"zh","title":"The national carbon trading market is about to open, and institutions point out five major investment directions","url":"https://stock-news.laohu8.com/highlight/detail?id=1182411664","media":"上海证券报","summary":"随着全国碳交易市场开启日益临近，相关概念股也纷纷异动。近期，券商也密集发布研报关注碳交易市场带来的投资机会。多数机构认为，全国碳市场启动后，将对社会、行业、企业的投资生产决策产生影响，新能源、可再生资源回收等多领域有望受益。据首创证券预计，2021年我国碳交易市场成交量或将达到2.5亿吨，为2020年各个试点交易所交易总量的3倍，成交金额将达60亿元。","content":"<p><div>As the opening of the national carbon trading market approaches, related concept stocks have also changed. On June 25, the carbon neutrality, energy conservation and environmental protection sectors were active. As of the close, many stocks such as Tianwo Technology, Hunan Tianyan, and Meijin Energy had their daily limit, while stocks such as Debang Lighting, Kaier New Materials, and Zhiguang Electric rose one after another. Recently, securities firms have also intensively released research reports to focus on the investment opportunities brought by the carbon trading market. Most institutions believe that the launch of the national carbon market will have an impact on the investment and production decisions of society, industries, and enterprises, and many fields such as new energy and renewable resource recycling are expected to benefit. Carbon Trading Scale Will Climb Rapidly National Carbon Market...</p><p><a href=\"https://mp.weixin.qq.com/s/CdJFesr-SWj4G8AzdeeXSw\">Web link</a></div></p>","source":"shzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The national carbon trading market is about to open, and institutions point out five major investment directions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe national carbon trading market is about to open, and institutions point out five major investment directions\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">上海证券报</strong><span class=\"h-time small\">2021-06-27 10:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>As the opening of the national carbon trading market approaches, related concept stocks have also changed. On June 25, the carbon neutrality, energy conservation and environmental protection sectors were active. As of the close, many stocks such as Tianwo Technology, Hunan Tianyan, and Meijin Energy had their daily limit, while stocks such as Debang Lighting, Kaier New Materials, and Zhiguang Electric rose one after another. Recently, securities firms have also intensively released research reports to focus on the investment opportunities brought by the carbon trading market. Most institutions believe that the launch of the national carbon market will have an impact on the investment and production decisions of society, industries, and enterprises, and many fields such as new energy and renewable resource recycling are expected to benefit. Carbon Trading Scale Will Climb Rapidly National Carbon Market...</p><p><a href=\"https://mp.weixin.qq.com/s/CdJFesr-SWj4G8AzdeeXSw\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/CdJFesr-SWj4G8AzdeeXSw\">上海证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5a8eab65ec7981d9d3c6a4d13a066308","relate_stocks":{"300234":"开尔新材","600698":"湖南天雁","603303":"得邦照明","002169":"智光电气","002564":"天沃科技","000723":"美锦能源"},"source_url":"https://mp.weixin.qq.com/s/CdJFesr-SWj4G8AzdeeXSw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182411664","content_text":"随着全国碳交易市场开启日益临近，相关概念股也纷纷异动。\n6月25日，碳中和、节能环保板块表现活跃。截至收盘，天沃科技、湖南天雁、美锦能源等多股涨停，得邦照明、开尔新材、智光电气等个股纷纷拉升。\n\n近期，券商也密集发布研报关注碳交易市场带来的投资机会。多数机构认为，全国碳市场启动后，将对社会、行业、企业的投资生产决策产生影响，新能源、可再生资源回收等多领域有望受益。\n碳交易规模将迅速攀升\n全国碳市场启动之后，市场规模究竟有多大？\n据首创证券预计，2021年我国碳交易市场成交量或将达到2.5亿吨，为2020年各个试点交易所交易总量的3倍，成交金额将达60亿元。未来，我国碳市场覆盖范围将逐步扩大，到2030年累计交易额或将超过1000亿元。\n“伴随双碳目标逐步实现、控排覆盖企业增加以及碳交易市场成熟，我们推测碳交易规模将迅速攀升，仅碳排放现货交易一项，市场规模就有望于2030年突破千亿元。”中航证券高端制造团队指出。\n此外，机构认为碳交易市场正式上线后，有望带来碳交易量价齐升。中航证券高端制造团队表示，当前国内的碳交易成交量及价格显著低于国际水平，而全国碳交易系统建立将有助于提高市场活力，刺激企业向清洁能源转型，提高碳价格。\n“碳价格作为成本可能传递至电力、钢铁、水泥、炼油等行业。涉及碳交易的龙头企业一般具有技术和规模优势，碳价格对龙头公司影响较小。”平安证券分析师樊金璐表示。\n新能源企业利润有望增厚\n天风证券研究所环保与公用行业首席分析师郭丽丽认为，全国碳市场首批纳入仅是2000多家电力企业，对于不同类型的电力企业影响不一。对于火电企业，短期业绩压力不大，而中长期面临向非化石能源转型的压力较大；对于新能源运营企业，CCER（国家核证自愿减排量）有望增厚其收益，盈利能力或进一步提升。\n华西证券环保公用团队同样看好新能源企业后续业绩空间。其认为，“免费发放+拍卖”相结合的配额分配是未来碳市场发展方向，若未来碳配额价格能够较好地体现经济价值，则新能源运营企业将获得丰厚的额外碳配额交易收入，实现价值重估。\n“新能源发电商价值有望重估，我们按2019年数据测算，将增厚新能源发电利润9%至17%。”华泰证券表示，长期看好新能源发电前景，但是对于火电也不必过度悲观，火电仍具备压舱石效应，行稳致远。\n机构：关注五大投资方向\n机构普遍认为，碳排放权交易是生态环境价值的体现，也是未来一段时间碳达峰、碳中和行动的核心工作。那么从长期投资角度来看，应该关注哪些机遇？\n国盛证券表示，碳交易全国推广，一方面将推动碳排放负外部性利益化，促进碳减排合理、高效、平稳实现。另一方面，立足全球视角，碳关税或将成为长期趋势，碳交易推广也将助力国际贸易全球化。具体而言，可以关注五大投资方向：\n一是高碳排行业集中度提升，龙头优势加速凸显，推荐关注钢铁、金属非金属新材料、工业金属、化学制品、装修装饰和其他建材等细分行业头部企业。\n二是零碳排新能源再获动力，推荐关注光伏、风电、核电、水电等电力细分领域优质标的。\n三是负碳排板块将受益于CCER（国家核证自愿减排量）推广，推荐关注林业碳汇、垃圾处理等相关投资机遇。\n四是碳配额分配与碳交易覆盖度提升均将激发碳排放监测需求，推荐关注环保监测设备、环保工程及服务。\n五是未来有望迎来碳金融产品创新与推广的新发展阶段，推荐关注银行金融板块及碳金融衍生品相关投资机遇。\n此外，首创证券认为，以数字化和信息化为载体的智慧环保将深度赋能碳市场与碳交易。智慧环保是优质赛道，且处于行业生命周期中的快速成长期，相关公司将享受市场爆发的红利。","news_type":1,"symbols_score_info":{"300234":0.9,"600698":0.9,"603303":0.9,"002169":0.9,"000723":0.9,"002564":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":127185325,"gmtCreate":1624839901667,"gmtModify":1703845772079,"author":{"id":"3584867430360256","authorId":"3584867430360256","name":"中国ChinaATM","avatar":"https://static.tigerbbs.com/bd214125064b4d25501bb48cef2fb529","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":12,"crmLevelSwitch":0,"idStr":"3584867430360256","authorIdStr":"3584867430360256"},"htmlText":"點贊，謝謝","listText":"點贊，謝謝","text":"點贊，謝謝","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127185325","repostId":1182411664,"repostType":4,"repost":{"id":"1182411664","kind":"news","pubTimestamp":1624761673,"share":"https://ttm.financial/m/news/1182411664?lang=en_US&edition=fundamental","pubTime":"2021-06-27 10:41","market":"sh","language":"zh","title":"The national carbon trading market is about to open, and institutions point out five major investment directions","url":"https://stock-news.laohu8.com/highlight/detail?id=1182411664","media":"上海证券报","summary":"随着全国碳交易市场开启日益临近，相关概念股也纷纷异动。近期，券商也密集发布研报关注碳交易市场带来的投资机会。多数机构认为，全国碳市场启动后，将对社会、行业、企业的投资生产决策产生影响，新能源、可再生资源回收等多领域有望受益。据首创证券预计，2021年我国碳交易市场成交量或将达到2.5亿吨，为2020年各个试点交易所交易总量的3倍，成交金额将达60亿元。","content":"<p><div>As the opening of the national carbon trading market approaches, related concept stocks have also changed. On June 25, the carbon neutrality, energy conservation and environmental protection sectors were active. As of the close, many stocks such as Tianwo Technology, Hunan Tianyan, and Meijin Energy had their daily limit, while stocks such as Debang Lighting, Kaier New Materials, and Zhiguang Electric rose one after another. Recently, securities firms have also intensively released research reports to focus on the investment opportunities brought by the carbon trading market. Most institutions believe that the launch of the national carbon market will have an impact on the investment and production decisions of society, industries, and enterprises, and many fields such as new energy and renewable resource recycling are expected to benefit. Carbon Trading Scale Will Climb Rapidly National Carbon Market...</p><p><a href=\"https://mp.weixin.qq.com/s/CdJFesr-SWj4G8AzdeeXSw\">Web link</a></div></p>","source":"shzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The national carbon trading market is about to open, and institutions point out five major investment directions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe national carbon trading market is about to open, and institutions point out five major investment directions\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">上海证券报</strong><span class=\"h-time small\">2021-06-27 10:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>As the opening of the national carbon trading market approaches, related concept stocks have also changed. On June 25, the carbon neutrality, energy conservation and environmental protection sectors were active. As of the close, many stocks such as Tianwo Technology, Hunan Tianyan, and Meijin Energy had their daily limit, while stocks such as Debang Lighting, Kaier New Materials, and Zhiguang Electric rose one after another. Recently, securities firms have also intensively released research reports to focus on the investment opportunities brought by the carbon trading market. Most institutions believe that the launch of the national carbon market will have an impact on the investment and production decisions of society, industries, and enterprises, and many fields such as new energy and renewable resource recycling are expected to benefit. Carbon Trading Scale Will Climb Rapidly National Carbon Market...</p><p><a href=\"https://mp.weixin.qq.com/s/CdJFesr-SWj4G8AzdeeXSw\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/CdJFesr-SWj4G8AzdeeXSw\">上海证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5a8eab65ec7981d9d3c6a4d13a066308","relate_stocks":{"300234":"开尔新材","600698":"湖南天雁","603303":"得邦照明","002169":"智光电气","002564":"天沃科技","000723":"美锦能源"},"source_url":"https://mp.weixin.qq.com/s/CdJFesr-SWj4G8AzdeeXSw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182411664","content_text":"随着全国碳交易市场开启日益临近，相关概念股也纷纷异动。\n6月25日，碳中和、节能环保板块表现活跃。截至收盘，天沃科技、湖南天雁、美锦能源等多股涨停，得邦照明、开尔新材、智光电气等个股纷纷拉升。\n\n近期，券商也密集发布研报关注碳交易市场带来的投资机会。多数机构认为，全国碳市场启动后，将对社会、行业、企业的投资生产决策产生影响，新能源、可再生资源回收等多领域有望受益。\n碳交易规模将迅速攀升\n全国碳市场启动之后，市场规模究竟有多大？\n据首创证券预计，2021年我国碳交易市场成交量或将达到2.5亿吨，为2020年各个试点交易所交易总量的3倍，成交金额将达60亿元。未来，我国碳市场覆盖范围将逐步扩大，到2030年累计交易额或将超过1000亿元。\n“伴随双碳目标逐步实现、控排覆盖企业增加以及碳交易市场成熟，我们推测碳交易规模将迅速攀升，仅碳排放现货交易一项，市场规模就有望于2030年突破千亿元。”中航证券高端制造团队指出。\n此外，机构认为碳交易市场正式上线后，有望带来碳交易量价齐升。中航证券高端制造团队表示，当前国内的碳交易成交量及价格显著低于国际水平，而全国碳交易系统建立将有助于提高市场活力，刺激企业向清洁能源转型，提高碳价格。\n“碳价格作为成本可能传递至电力、钢铁、水泥、炼油等行业。涉及碳交易的龙头企业一般具有技术和规模优势，碳价格对龙头公司影响较小。”平安证券分析师樊金璐表示。\n新能源企业利润有望增厚\n天风证券研究所环保与公用行业首席分析师郭丽丽认为，全国碳市场首批纳入仅是2000多家电力企业，对于不同类型的电力企业影响不一。对于火电企业，短期业绩压力不大，而中长期面临向非化石能源转型的压力较大；对于新能源运营企业，CCER（国家核证自愿减排量）有望增厚其收益，盈利能力或进一步提升。\n华西证券环保公用团队同样看好新能源企业后续业绩空间。其认为，“免费发放+拍卖”相结合的配额分配是未来碳市场发展方向，若未来碳配额价格能够较好地体现经济价值，则新能源运营企业将获得丰厚的额外碳配额交易收入，实现价值重估。\n“新能源发电商价值有望重估，我们按2019年数据测算，将增厚新能源发电利润9%至17%。”华泰证券表示，长期看好新能源发电前景，但是对于火电也不必过度悲观，火电仍具备压舱石效应，行稳致远。\n机构：关注五大投资方向\n机构普遍认为，碳排放权交易是生态环境价值的体现，也是未来一段时间碳达峰、碳中和行动的核心工作。那么从长期投资角度来看，应该关注哪些机遇？\n国盛证券表示，碳交易全国推广，一方面将推动碳排放负外部性利益化，促进碳减排合理、高效、平稳实现。另一方面，立足全球视角，碳关税或将成为长期趋势，碳交易推广也将助力国际贸易全球化。具体而言，可以关注五大投资方向：\n一是高碳排行业集中度提升，龙头优势加速凸显，推荐关注钢铁、金属非金属新材料、工业金属、化学制品、装修装饰和其他建材等细分行业头部企业。\n二是零碳排新能源再获动力，推荐关注光伏、风电、核电、水电等电力细分领域优质标的。\n三是负碳排板块将受益于CCER（国家核证自愿减排量）推广，推荐关注林业碳汇、垃圾处理等相关投资机遇。\n四是碳配额分配与碳交易覆盖度提升均将激发碳排放监测需求，推荐关注环保监测设备、环保工程及服务。\n五是未来有望迎来碳金融产品创新与推广的新发展阶段，推荐关注银行金融板块及碳金融衍生品相关投资机遇。\n此外，首创证券认为，以数字化和信息化为载体的智慧环保将深度赋能碳市场与碳交易。智慧环保是优质赛道，且处于行业生命周期中的快速成长期，相关公司将享受市场爆发的红利。","news_type":1,"symbols_score_info":{"300234":0.9,"600698":0.9,"603303":0.9,"002169":0.9,"000723":0.9,"002564":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":124716002,"gmtCreate":1624791483706,"gmtModify":1703845202768,"author":{"id":"3577343858256661","authorId":"3577343858256661","name":"kenp","avatar":"https://static.tigerbbs.com/658bc030049b2996b0e2f267da086675","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"3577343858256661","authorIdStr":"3577343858256661"},"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":45,"repostSize":0,"link":"https://ttm.financial/post/124716002","repostId":1182411664,"repostType":4,"repost":{"id":"1182411664","kind":"news","pubTimestamp":1624761673,"share":"https://ttm.financial/m/news/1182411664?lang=en_US&edition=fundamental","pubTime":"2021-06-27 10:41","market":"sh","language":"zh","title":"The national carbon trading market is about to open, and institutions point out five major investment directions","url":"https://stock-news.laohu8.com/highlight/detail?id=1182411664","media":"上海证券报","summary":"随着全国碳交易市场开启日益临近，相关概念股也纷纷异动。近期，券商也密集发布研报关注碳交易市场带来的投资机会。多数机构认为，全国碳市场启动后，将对社会、行业、企业的投资生产决策产生影响，新能源、可再生资源回收等多领域有望受益。据首创证券预计，2021年我国碳交易市场成交量或将达到2.5亿吨，为2020年各个试点交易所交易总量的3倍，成交金额将达60亿元。","content":"<p><div>As the opening of the national carbon trading market approaches, related concept stocks have also changed. On June 25, the carbon neutrality, energy conservation and environmental protection sectors were active. As of the close, many stocks such as Tianwo Technology, Hunan Tianyan, and Meijin Energy had their daily limit, while stocks such as Debang Lighting, Kaier New Materials, and Zhiguang Electric rose one after another. Recently, securities firms have also intensively released research reports to focus on the investment opportunities brought by the carbon trading market. Most institutions believe that the launch of the national carbon market will have an impact on the investment and production decisions of society, industries, and enterprises, and many fields such as new energy and renewable resource recycling are expected to benefit. Carbon Trading Scale Will Climb Rapidly National Carbon Market...</p><p><a href=\"https://mp.weixin.qq.com/s/CdJFesr-SWj4G8AzdeeXSw\">Web link</a></div></p>","source":"shzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The national carbon trading market is about to open, and institutions point out five major investment directions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe national carbon trading market is about to open, and institutions point out five major investment directions\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">上海证券报</strong><span class=\"h-time small\">2021-06-27 10:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>As the opening of the national carbon trading market approaches, related concept stocks have also changed. On June 25, the carbon neutrality, energy conservation and environmental protection sectors were active. As of the close, many stocks such as Tianwo Technology, Hunan Tianyan, and Meijin Energy had their daily limit, while stocks such as Debang Lighting, Kaier New Materials, and Zhiguang Electric rose one after another. Recently, securities firms have also intensively released research reports to focus on the investment opportunities brought by the carbon trading market. Most institutions believe that the launch of the national carbon market will have an impact on the investment and production decisions of society, industries, and enterprises, and many fields such as new energy and renewable resource recycling are expected to benefit. Carbon Trading Scale Will Climb Rapidly National Carbon Market...</p><p><a href=\"https://mp.weixin.qq.com/s/CdJFesr-SWj4G8AzdeeXSw\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/CdJFesr-SWj4G8AzdeeXSw\">上海证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5a8eab65ec7981d9d3c6a4d13a066308","relate_stocks":{"300234":"开尔新材","600698":"湖南天雁","603303":"得邦照明","002169":"智光电气","002564":"天沃科技","000723":"美锦能源"},"source_url":"https://mp.weixin.qq.com/s/CdJFesr-SWj4G8AzdeeXSw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182411664","content_text":"随着全国碳交易市场开启日益临近，相关概念股也纷纷异动。\n6月25日，碳中和、节能环保板块表现活跃。截至收盘，天沃科技、湖南天雁、美锦能源等多股涨停，得邦照明、开尔新材、智光电气等个股纷纷拉升。\n\n近期，券商也密集发布研报关注碳交易市场带来的投资机会。多数机构认为，全国碳市场启动后，将对社会、行业、企业的投资生产决策产生影响，新能源、可再生资源回收等多领域有望受益。\n碳交易规模将迅速攀升\n全国碳市场启动之后，市场规模究竟有多大？\n据首创证券预计，2021年我国碳交易市场成交量或将达到2.5亿吨，为2020年各个试点交易所交易总量的3倍，成交金额将达60亿元。未来，我国碳市场覆盖范围将逐步扩大，到2030年累计交易额或将超过1000亿元。\n“伴随双碳目标逐步实现、控排覆盖企业增加以及碳交易市场成熟，我们推测碳交易规模将迅速攀升，仅碳排放现货交易一项，市场规模就有望于2030年突破千亿元。”中航证券高端制造团队指出。\n此外，机构认为碳交易市场正式上线后，有望带来碳交易量价齐升。中航证券高端制造团队表示，当前国内的碳交易成交量及价格显著低于国际水平，而全国碳交易系统建立将有助于提高市场活力，刺激企业向清洁能源转型，提高碳价格。\n“碳价格作为成本可能传递至电力、钢铁、水泥、炼油等行业。涉及碳交易的龙头企业一般具有技术和规模优势，碳价格对龙头公司影响较小。”平安证券分析师樊金璐表示。\n新能源企业利润有望增厚\n天风证券研究所环保与公用行业首席分析师郭丽丽认为，全国碳市场首批纳入仅是2000多家电力企业，对于不同类型的电力企业影响不一。对于火电企业，短期业绩压力不大，而中长期面临向非化石能源转型的压力较大；对于新能源运营企业，CCER（国家核证自愿减排量）有望增厚其收益，盈利能力或进一步提升。\n华西证券环保公用团队同样看好新能源企业后续业绩空间。其认为，“免费发放+拍卖”相结合的配额分配是未来碳市场发展方向，若未来碳配额价格能够较好地体现经济价值，则新能源运营企业将获得丰厚的额外碳配额交易收入，实现价值重估。\n“新能源发电商价值有望重估，我们按2019年数据测算，将增厚新能源发电利润9%至17%。”华泰证券表示，长期看好新能源发电前景，但是对于火电也不必过度悲观，火电仍具备压舱石效应，行稳致远。\n机构：关注五大投资方向\n机构普遍认为，碳排放权交易是生态环境价值的体现，也是未来一段时间碳达峰、碳中和行动的核心工作。那么从长期投资角度来看，应该关注哪些机遇？\n国盛证券表示，碳交易全国推广，一方面将推动碳排放负外部性利益化，促进碳减排合理、高效、平稳实现。另一方面，立足全球视角，碳关税或将成为长期趋势，碳交易推广也将助力国际贸易全球化。具体而言，可以关注五大投资方向：\n一是高碳排行业集中度提升，龙头优势加速凸显，推荐关注钢铁、金属非金属新材料、工业金属、化学制品、装修装饰和其他建材等细分行业头部企业。\n二是零碳排新能源再获动力，推荐关注光伏、风电、核电、水电等电力细分领域优质标的。\n三是负碳排板块将受益于CCER（国家核证自愿减排量）推广，推荐关注林业碳汇、垃圾处理等相关投资机遇。\n四是碳配额分配与碳交易覆盖度提升均将激发碳排放监测需求，推荐关注环保监测设备、环保工程及服务。\n五是未来有望迎来碳金融产品创新与推广的新发展阶段，推荐关注银行金融板块及碳金融衍生品相关投资机遇。\n此外，首创证券认为，以数字化和信息化为载体的智慧环保将深度赋能碳市场与碳交易。智慧环保是优质赛道，且处于行业生命周期中的快速成长期，相关公司将享受市场爆发的红利。","news_type":1,"symbols_score_info":{"300234":0.9,"600698":0.9,"603303":0.9,"002169":0.9,"000723":0.9,"002564":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5683641,"gmtCreate":1630225326799,"gmtModify":1663233067049,"authorId":3577343858256661,"author":{"id":3577343858256661,"idStr":"3577343858256661","authorId":3577343858256661,"name":"kenp","avatar":"https://static.tigerbbs.com/658bc030049b2996b0e2f267da086675","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3576579618783903,"repliedAuthor":{"id":3576579618783903,"idStr":"3576579618783903","authorId":3576579618783903,"name":"爱上投资学","avatar":"https://static.tigerbbs.com/3e312fbf8df67faa6e46a19ef6992c34","vip":1,"crmLevel":11,"crmLevelSwitch":1,"individualDisplayBadges":[]},"objectId":124716002,"type":1,"supId":5045426,"prevId":5193536,"content":"Are you Mr Er","text":"Are you Mr Er","html":"Are you Mr Er"},{"id":5333717,"gmtCreate":1627296406562,"gmtModify":1663231509934,"authorId":3576579618783903,"author":{"id":3576579618783903,"idStr":"3576579618783903","authorId":3576579618783903,"name":"爱上投资学","avatar":"https://static.tigerbbs.com/3e312fbf8df67faa6e46a19ef6992c34","vip":1,"crmLevel":11,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":3577343858256661,"repliedAuthor":{"id":3577343858256661,"idStr":"3577343858256661","authorId":3577343858256661,"name":"kenp","avatar":"https://static.tigerbbs.com/658bc030049b2996b0e2f267da086675","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":124716002,"type":1,"supId":5045426,"prevId":5331539,"content":"yes","text":"yes","html":"yes"},{"id":5331539,"gmtCreate":1627283559245,"gmtModify":1663231496641,"authorId":3577343858256661,"author":{"id":3577343858256661,"idStr":"3577343858256661","authorId":3577343858256661,"name":"kenp","avatar":"https://static.tigerbbs.com/658bc030049b2996b0e2f267da086675","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3576579618783903,"repliedAuthor":{"id":3576579618783903,"idStr":"3576579618783903","authorId":3576579618783903,"name":"爱上投资学","avatar":"https://static.tigerbbs.com/3e312fbf8df67faa6e46a19ef6992c34","vip":1,"crmLevel":11,"crmLevelSwitch":1,"individualDisplayBadges":[]},"objectId":124716002,"type":1,"supId":5045426,"prevId":5325434,"content":"Good afternoon Mr Er","text":"Good afternoon Mr Er","html":"Good afternoon Mr Er"},{"id":5325434,"gmtCreate":1627223846417,"gmtModify":1663231469731,"authorId":3576579618783903,"author":{"id":3576579618783903,"idStr":"3576579618783903","authorId":3576579618783903,"name":"爱上投资学","avatar":"https://static.tigerbbs.com/3e312fbf8df67faa6e46a19ef6992c34","vip":1,"crmLevel":11,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":3577343858256661,"repliedAuthor":{"id":3577343858256661,"idStr":"3577343858256661","authorId":3577343858256661,"name":"kenp","avatar":"https://static.tigerbbs.com/658bc030049b2996b0e2f267da086675","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":124716002,"type":1,"supId":5045426,"prevId":5324355,"content":"not bad","text":"not bad","html":"not 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Er"}],"langContent":"EN"},{"id":124432288,"gmtCreate":1624778604444,"gmtModify":1703845050445,"author":{"id":"4087797634742870","authorId":"4087797634742870","name":"Ling28","avatar":"https://static.tigerbbs.com/1653ad28ca5f7ec130b3b549c7335271","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"4087797634742870","authorIdStr":"4087797634742870"},"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/124432288","repostId":1182411664,"repostType":4,"repost":{"id":"1182411664","kind":"news","pubTimestamp":1624761673,"share":"https://ttm.financial/m/news/1182411664?lang=en_US&edition=fundamental","pubTime":"2021-06-27 10:41","market":"sh","language":"zh","title":"The national carbon trading market is about to open, and institutions point out five major investment directions","url":"https://stock-news.laohu8.com/highlight/detail?id=1182411664","media":"上海证券报","summary":"随着全国碳交易市场开启日益临近，相关概念股也纷纷异动。近期，券商也密集发布研报关注碳交易市场带来的投资机会。多数机构认为，全国碳市场启动后，将对社会、行业、企业的投资生产决策产生影响，新能源、可再生资源回收等多领域有望受益。据首创证券预计，2021年我国碳交易市场成交量或将达到2.5亿吨，为2020年各个试点交易所交易总量的3倍，成交金额将达60亿元。","content":"<p><div>As the opening of the national carbon trading market approaches, related concept stocks have also changed. On June 25, the carbon neutrality, energy conservation and environmental protection sectors were active. As of the close, many stocks such as Tianwo Technology, Hunan Tianyan, and Meijin Energy had their daily limit, while stocks such as Debang Lighting, Kaier New Materials, and Zhiguang Electric rose one after another. Recently, securities firms have also intensively released research reports to focus on the investment opportunities brought by the carbon trading market. Most institutions believe that the launch of the national carbon market will have an impact on the investment and production decisions of society, industries, and enterprises, and many fields such as new energy and renewable resource recycling are expected to benefit. Carbon Trading Scale Will Climb Rapidly National Carbon Market...</p><p><a href=\"https://mp.weixin.qq.com/s/CdJFesr-SWj4G8AzdeeXSw\">Web link</a></div></p>","source":"shzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The national carbon trading market is about to open, and institutions point out five major investment directions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe national carbon trading market is about to open, and institutions point out five major investment directions\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">上海证券报</strong><span class=\"h-time small\">2021-06-27 10:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>As the opening of the national carbon trading market approaches, related concept stocks have also changed. On June 25, the carbon neutrality, energy conservation and environmental protection sectors were active. As of the close, many stocks such as Tianwo Technology, Hunan Tianyan, and Meijin Energy had their daily limit, while stocks such as Debang Lighting, Kaier New Materials, and Zhiguang Electric rose one after another. Recently, securities firms have also intensively released research reports to focus on the investment opportunities brought by the carbon trading market. Most institutions believe that the launch of the national carbon market will have an impact on the investment and production decisions of society, industries, and enterprises, and many fields such as new energy and renewable resource recycling are expected to benefit. Carbon Trading Scale Will Climb Rapidly National Carbon Market...</p><p><a href=\"https://mp.weixin.qq.com/s/CdJFesr-SWj4G8AzdeeXSw\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/CdJFesr-SWj4G8AzdeeXSw\">上海证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5a8eab65ec7981d9d3c6a4d13a066308","relate_stocks":{"300234":"开尔新材","600698":"湖南天雁","603303":"得邦照明","002169":"智光电气","002564":"天沃科技","000723":"美锦能源"},"source_url":"https://mp.weixin.qq.com/s/CdJFesr-SWj4G8AzdeeXSw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182411664","content_text":"随着全国碳交易市场开启日益临近，相关概念股也纷纷异动。\n6月25日，碳中和、节能环保板块表现活跃。截至收盘，天沃科技、湖南天雁、美锦能源等多股涨停，得邦照明、开尔新材、智光电气等个股纷纷拉升。\n\n近期，券商也密集发布研报关注碳交易市场带来的投资机会。多数机构认为，全国碳市场启动后，将对社会、行业、企业的投资生产决策产生影响，新能源、可再生资源回收等多领域有望受益。\n碳交易规模将迅速攀升\n全国碳市场启动之后，市场规模究竟有多大？\n据首创证券预计，2021年我国碳交易市场成交量或将达到2.5亿吨，为2020年各个试点交易所交易总量的3倍，成交金额将达60亿元。未来，我国碳市场覆盖范围将逐步扩大，到2030年累计交易额或将超过1000亿元。\n“伴随双碳目标逐步实现、控排覆盖企业增加以及碳交易市场成熟，我们推测碳交易规模将迅速攀升，仅碳排放现货交易一项，市场规模就有望于2030年突破千亿元。”中航证券高端制造团队指出。\n此外，机构认为碳交易市场正式上线后，有望带来碳交易量价齐升。中航证券高端制造团队表示，当前国内的碳交易成交量及价格显著低于国际水平，而全国碳交易系统建立将有助于提高市场活力，刺激企业向清洁能源转型，提高碳价格。\n“碳价格作为成本可能传递至电力、钢铁、水泥、炼油等行业。涉及碳交易的龙头企业一般具有技术和规模优势，碳价格对龙头公司影响较小。”平安证券分析师樊金璐表示。\n新能源企业利润有望增厚\n天风证券研究所环保与公用行业首席分析师郭丽丽认为，全国碳市场首批纳入仅是2000多家电力企业，对于不同类型的电力企业影响不一。对于火电企业，短期业绩压力不大，而中长期面临向非化石能源转型的压力较大；对于新能源运营企业，CCER（国家核证自愿减排量）有望增厚其收益，盈利能力或进一步提升。\n华西证券环保公用团队同样看好新能源企业后续业绩空间。其认为，“免费发放+拍卖”相结合的配额分配是未来碳市场发展方向，若未来碳配额价格能够较好地体现经济价值，则新能源运营企业将获得丰厚的额外碳配额交易收入，实现价值重估。\n“新能源发电商价值有望重估，我们按2019年数据测算，将增厚新能源发电利润9%至17%。”华泰证券表示，长期看好新能源发电前景，但是对于火电也不必过度悲观，火电仍具备压舱石效应，行稳致远。\n机构：关注五大投资方向\n机构普遍认为，碳排放权交易是生态环境价值的体现，也是未来一段时间碳达峰、碳中和行动的核心工作。那么从长期投资角度来看，应该关注哪些机遇？\n国盛证券表示，碳交易全国推广，一方面将推动碳排放负外部性利益化，促进碳减排合理、高效、平稳实现。另一方面，立足全球视角，碳关税或将成为长期趋势，碳交易推广也将助力国际贸易全球化。具体而言，可以关注五大投资方向：\n一是高碳排行业集中度提升，龙头优势加速凸显，推荐关注钢铁、金属非金属新材料、工业金属、化学制品、装修装饰和其他建材等细分行业头部企业。\n二是零碳排新能源再获动力，推荐关注光伏、风电、核电、水电等电力细分领域优质标的。\n三是负碳排板块将受益于CCER（国家核证自愿减排量）推广，推荐关注林业碳汇、垃圾处理等相关投资机遇。\n四是碳配额分配与碳交易覆盖度提升均将激发碳排放监测需求，推荐关注环保监测设备、环保工程及服务。\n五是未来有望迎来碳金融产品创新与推广的新发展阶段，推荐关注银行金融板块及碳金融衍生品相关投资机遇。\n此外，首创证券认为，以数字化和信息化为载体的智慧环保将深度赋能碳市场与碳交易。智慧环保是优质赛道，且处于行业生命周期中的快速成长期，相关公司将享受市场爆发的红利。","news_type":1,"symbols_score_info":{"300234":0.9,"600698":0.9,"603303":0.9,"002169":0.9,"000723":0.9,"002564":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5040984,"gmtCreate":1624805431727,"gmtModify":1663230141235,"authorId":3582603564454110,"author":{"id":3582603564454110,"idStr":"3582603564454110","authorId":3582603564454110,"name":"Jerry6666","avatar":"https://static.tigerbbs.com/341ac0d8c7e78a01f49f688b745e56f4","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":124432288,"type":1,"supId":0,"prevId":0,"content":"好","text":"好","html":"好"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":123,"commentSize":9,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1182411664","isCrawlerRequest":true}