Zheng Quan Shi Bao Wang·2025-12-21 04:22Group 1 - The core viewpoint of the news is that the green manufacturing sector is set to receive significant support from government policies aimed at promoting low-carbon development in the manufacturing industry [1] - The State Council has approved the "Green Low-Carbon Development Action Plan for Manufacturing Industry (2025-2027)", emphasizing the need for green technology innovation and the promotion of advanced green technologies [1] - By 2024, the number of national-level green factories in China is expected to reach 6,430, accounting for approximately 20% of the total output value of the manufacturing industry, an increase of 2 percentage points from the previous year [1] Group 2 - In the A-share manufacturing sector, 12 stocks have been identified as potential green manufacturing stocks based on specific criteria, including high ESG ratings and significant expected revenue growth [2] - BYD has received the highest number of positive ratings from institutions, with 48 firms rating it positively, and it has established 6 national-level green factories [2] - The company reported a net profit of 9.155 billion yuan in the first quarter, a year-on-year increase of 100.38%, and sold 1.3809 million new energy vehicles in the first four months of 2025, a growth of 46.98% [2] Group 3 - Among the identified potential stocks, BGI Genomics, China National Materials, and Aiko Solar have seen significant net purchases from institutional investors, each exceeding 150 million yuan [3] - BGI Genomics has received a net purchase amount of 267 million yuan, with its stock price increasing by 57.28% this year [4] - Aiko Solar has been continuously favored by institutional investors, with net purchases of 21.3187 million yuan in 2024 and 158 million yuan in 2025 [5]