Industry Investment Rating - The industry investment rating is "Outperform the Market" and is maintained [2] Core Insights - The report highlights the significance of the NDC3.0 commitment as a stabilizing factor for global green energy transition, with expectations for improved demand in the green industry [6] - It emphasizes that China's green production capacity is a strong support for global energy transition, countering the misconception of "overcapacity" [7] - The report suggests that under the NDC3.0 commitment, the profitability of related green industry chains is expected to improve, particularly in the photovoltaic sector [8] Summary by Relevant Sections Industry Basic Information - Closing index level is 7548.79, with a 52-week high of 8068.94 and a low of 5403.16 [2] Industry Relative Index Performance - The relative performance of the electricity equipment sector shows a positive trend, with increases from -7% in July 2024 to 18% in July 2025 compared to the CSI 300 index [4] Investment Recommendations - The report recommends focusing on the photovoltaic industry chain, particularly on battery cell technologies such as those from Aiko Solar and Longi Green Energy, due to expected supply-demand improvements and new technology premiums [8]
中欧发布气候变化联合声明，看好绿色转型的持续落地
China Post Securities·2025-07-28 07:42