CATL(SZ:300750) 券商中国·2025-09-14 03:56Core Viewpoint - The article highlights the recent policy support for renewable energy sectors in Fujian, including offshore wind, nuclear power, and new energy storage, aiming for a comprehensive green transition in the economy and society by 2030 and 2035 [4][10]. Group 1: Renewable Energy Development - The Fujian government plans to accelerate the construction of offshore wind projects and nuclear power plants, specifically in Zhangzhou and Ningde [4][6]. - By 2030, the proportion of non-fossil energy consumption is targeted to reach over 30% [6]. - The action plan emphasizes the development of new energy storage systems, with a goal of achieving a scale of 180 million kilowatts by 2027, requiring an investment of approximately 250 billion yuan [8]. Group 2: Industrial and Technological Advancements - The plan aims to cultivate national-level strategic emerging industry clusters in fields such as optoelectronic information, integrated circuits, and new energy [3][4]. - By 2030, the scale of the energy-saving and environmental protection industry is expected to reach around 300 billion yuan [4]. Group 3: Digital Economy and Infrastructure - The initiative includes the implementation of high-quality development actions for digital economy core industry clusters, with a target of over 71% of key business processes being fully digitalized by 2026 [5]. - The construction of a new power system is planned, including the enhancement of the provincial power grid and the development of energy storage facilities [6]. Group 4: Carbon Market and Environmental Policies - The national carbon market is set to cover major industrial sectors by 2027, with a comprehensive trading system established by 2030 [10]. - The policies aim to create a transparent and effective carbon pricing mechanism to support the green transition and climate change mitigation efforts [10].