中欧正式更新2035年国家自主贡献，持续看好能源转型的景气度

Industry Investment Rating - The industry investment rating is "Outperform the Market" and is maintained [2] Core Viewpoints - The report highlights significant progress in nuclear power modularization and molten salt reactors, indicating a positive outlook for the nuclear power industry's continued growth [5] - China and the EU have submitted updated 2035 national contributions to the UN, reinforcing the momentum for global energy transition [5] - China aims for a 7%-10% reduction in greenhouse gas emissions by 2035, with a target of achieving over six times the total installed capacity of wind and solar power compared to 2020 [5] - The EU has set legally binding targets for greenhouse gas emissions reduction, aiming for at least a 55% reduction by 2030 and a 66.25%-72.5% reduction by 2035 [5] Summary by Relevant Sections Industry Overview - The closing index is at 10728.43, with a 52-week high of 10728.43 and a low of 6107.84 [2] Investment Highlights - The report emphasizes the importance of carbon markets in driving global energy transition, with China expanding its carbon trading market and focusing on various energy sources including nuclear, distributed solar, and offshore wind [6] - The report suggests that as carbon markets develop, the value of green energy is expected to rise, recommending investments in green energy companies such as New Tian Green Energy and JinkoSolar, as well as nuclear power companies like Shanghai Electric and Harbin Electric [7]