建筑装饰行业投资策略周报：建筑业如何受益经济低碳绿色转型

Investment Rating - The report indicates a positive outlook for the clean energy sector, particularly for hydropower and nuclear power industries, which are expected to benefit from government policies promoting non-fossil energy sources [3][4]. Core Insights - The acceleration of clean energy development is highlighted, with specific emphasis on hydropower and nuclear power benefiting from the government's push for green transformation. The report notes that the southwestern region of China, rich in hydropower resources, will be a key area for future development [3]. - Traditional industries are undergoing a green transformation driven by low-carbon upgrades and digitalization. The report emphasizes the importance of integrating digital technologies with green initiatives to enhance operational efficiency and safety in sectors such as construction and transportation [3]. - The report suggests that leading companies in the construction and materials sectors are likely to maintain stable operations and growth due to increased market share and favorable economic conditions [4]. Summary by Sections - Clean Energy Development: The report discusses the government's commitment to developing clean energy sources, particularly in hydropower and nuclear power, which are expected to see significant investment and growth [3]. - Traditional Industry Transformation: It outlines the push for low-carbon transformation in traditional industries, emphasizing the need for compliance with stricter energy efficiency and environmental standards [3]. - Investment Recommendations: The report recommends focusing on leading companies in the construction sector, such as China State Construction and China Nuclear Engineering, as well as other firms that are well-positioned to benefit from the ongoing economic recovery and policy support [4].