Investment Rating - The industry investment rating is "Outperform the Market" and is maintained [1] Core Insights - The report highlights the recognition of China's green electricity certificates by the RE100 initiative, which is expected to enhance the value of green certificates and promote transparency in green electricity consumption [4][5] - The transition from "priority purchase electricity" to "manufacturing consumption" is anticipated to benefit both the manufacturing sector's green initiatives and the representation of environmental value [5] - The report suggests that the value of green electricity is likely to be reassessed, with a recommendation to pay attention to JinkoSolar [6] Industry Overview - The closing index level is 3153.4, with a 52-week high of 3359.79 and a low of 2868.51 [1] - The relative performance of the industry index shows a gradual improvement from -14% in May 2024 to +16% by May 2025, indicating a positive trend [3]
气候组织正式宣布RE100全面认可中国绿证，中国绿证国际化持续突破
China Post Securities·2025-05-09 08:33