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国内“双碳”每周快讯:推动新型储能制造业高质量发展-20250319
Guotai Junan Securities·2025-02-20 11:14

Group 1 - The core viewpoint of the report emphasizes that by 2027, China's new energy storage manufacturing industry should significantly enhance its innovation and comprehensive competitiveness, achieving high-end, intelligent, and green development [1][6][8] - The "Action Plan for High-Quality Development of New Energy Storage Manufacturing Industry" was issued by eight departments, outlining six major special actions to promote the industry [6][8] - The report highlights the goal of cultivating 3-5 leading ecological enterprises and forming a concentrated and regional agglomeration pattern within the industry [6][8] Group 2 - The report details the performance of ESG (green) bonds, indicating that as of February 16, there are 6,088 ESG bonds with a total balance of 13.0 trillion yuan, reflecting a slight increase of 0.01% [9][10] - Wind ESG investment funds total 625, with a combined scale of 801.6 billion yuan, remaining unchanged since February 9 [9][10] - The carbon market data shows a significant decrease in trading volume and value from January 20 to February 14, with a cumulative transaction volume of 410,000 tons, down 76.1% [21][22]