Central Policy - The State Council issued a plan to establish a dual control system for carbon emissions, aiming to create a national greenhouse gas emission factor database by 2025[1] - The plan focuses on key industries such as electricity, steel, and construction, implementing stricter controls on sectors with rapid emission growth[1] - By 2030, the energy-saving and environmental protection industry is expected to reach a scale of approximately 15 trillion yuan, with non-fossil energy consumption accounting for about 25%[1] Regional Policy - Shanghai's three major leading industry mother funds have a total scale of 100 billion yuan, focusing on integrated circuits, biomedicine, and artificial intelligence[2] - Shenzhen's action plan aims to strengthen foundational research and technological innovation in artificial intelligence, emphasizing key technology areas such as smart chips and intelligent sensors[2] Market Trends - The report highlights recent market performance in the new productivity-related sectors, including renewable energy and electronics, with specific indices provided for photovoltaic and wind power equipment[6][7] - Risk factors include industry overcapacity, slower-than-expected demand recovery, and potential deterioration in competitive landscape[10]
新质生产力政策追踪（07/30-08/09）
Great Wall Securities·2024-08-14 02:23