研选 | 光大研究每周重点报告 20260221-20260227

Group 1 - The article emphasizes the transition from energy consumption dual control to carbon emission dual control in China, which is expected to lead to a re-evaluation of carbon costs [5] - It highlights that assets with low-carbon or negative-carbon attributes, such as green aluminum, green hydrogen, and zero-carbon parks, will gain a green premium due to the implementation of the EU carbon tariff [5] - The report suggests that non-electric applications in shipping fuel (green methanol), hydrogen storage (green ammonia), and hydrogen metallurgy are likely to benefit from this transition, considering downstream premium payment capabilities and economic alternatives [5]