The concept of carbon neutrality has skyrocketed, can it still enter the market? News and institutional views are here.

On March 16, the Shanghai Composite Index closed up 26.78 points, or 0.78%, to 3,446.73 points, with a turnover of 332.388 billion yuan. Shenzhen Component Index closed up 122.88 points, or 0.9 1%, at 13642.95 points, with a turnover of 4031.1700 million yuan. Growth enterprise market index closed up 28. 1 1 point, or 1.06%, at 26.72.12 point, with a turnover of1309.55 million yuan; Shanghai and Shenzhen 300 closed up 43.82 points, or 0.87%, at 5079.36 points, with a turnover of 27175.5 million yuan. On that day, the net inflow of northbound funds was 5.572 billion yuan. The top five industries are environmental protection engineering 4.48%, transmission and distribution gas 3.07%, cultural media 2.38%, instrumentation 2.37% and civil aviation airport 2.34%. The top five industries are steel industry-1.5%, coal mining-1.25%, non-ferrous metals -0.69% and petroleum industry -0.02%.

1. The opinions of the ninth meeting of the Central Financial and Economic Committee once again focused on "carbon neutrality". The meeting provided concrete ideas about carbon neutrality and peak carbon dioxide emissions. Hydropower, wind power, photovoltaic and nuclear power enterprises with clean energy substitution, enterprises with leading carbon reduction capacity in coal consumption industries such as steel, cement, building materials, transportation and chemical industry, enterprises with low-carbon technology, low-carbon equipment and carbon monitoring, enterprises related to green finance, and enterprises with green and low-carbon commodities are concerned about sustainability.

2. The carbon neutrality index rose by 5.47%. Since this month, the carbon neutrality index has increased by 18.72%. On that day, a large number of carbon-neutral stocks rose by 10% or more, pulling up the daily limit. For example, the new materials of Kaier increased by 20%, the environment of Jinke increased by 65,438+04%, the environmental protection of Xianhe increased by 65,438+02.30%, the energy of China Southern Power Grid increased by 65,438+00%, Xuedilong increased by 65,438+00%, Xintian Greenland increased by 65,438+00%, and Mindong.

3. There are three specific industrial opportunities in the carbon-neutral sector: first, clean energy such as wind energy, photovoltaic energy and solar energy may directly benefit; Second, leading enterprises in heavily polluting industries such as steel and cement may indirectly benefit from the supply-side reform of the industry; Third, the energy storage link in carbon emissions will also benefit. The trend of clean energy will continue in the future, and the short-term stock price fluctuation may be overheated due to the influence of market sentiment, but the long-term development trend is definitely good and it is a high-quality track worthy of long-term layout. (Securities Daily Network)

4. Carbon neutrality, energy saving of heavy industry, urban solid waste+regeneration, clean heating and other related fields: 1. The benefit logic of waste incineration sector is the most intuitive: (1) Similar to photovoltaic wind power, it can achieve CCER and increase profits; (2) Thanks to the integration of "garbage sorting+resource regeneration", solid waste disposal enterprises will usher in a high-speed development period of more than 10 years. It is suggested to focus on Wang Neng environment, Hanlan environment and Weiming environmental protection. 2. Urban clean heating can directly reduce loose coal combustion, and the clean heating rate in the north will reach 70% at 202 1, so it is suggested to pay attention to United Coal Holdings; 3. Renewable resources (recycling), hazardous waste treatment and recycling of metals (high-energy environment, Zhefu Holdings), and emission reduction direction of agricultural aquaculture (Willie); 4. Industrial energy-saving direction, such as waste heat boiler, EMC, distributed energy, etc. (GF Securities)

5. Key words of the two sessions of carbon neutrality, followed by local governments in an orderly manner. Since the Central Economic Work Conference made "doing a good job in carbon dioxide peak emission and carbon neutrality" as one of the key tasks this year, Beijing, Shanghai, Tianjin, Shanxi, Shandong, Hainan, Chongqing and other places have put forward clear carbon emission peak targets. Earlier, the Ministry of Industry and Information Technology also made it clear that it will formulate a roadmap for the implementation of the automobile industry around the peak carbon dioxide emissions and carbon neutrality targets. At this year's National People's Congress, the peak value of carbon dioxide emissions and the target of carbon neutrality were written into the government work report, and it was clearly stated that the energy consumption per unit of GDP and carbon dioxide emissions decreased by 13.5% and 18% respectively during the Tenth Five-Year Plan period.

6. New opportunities for energy-saving transformation in carbon-neutral sector: driven by the dual-carbon goal, non-fossil energy such as photovoltaic and wind power will accelerate development, traditional energy will accelerate the pace of transformation and upgrading, energy conservation, material saving and recycling will be paid more and more attention, and carbon technology and carbon market will be more actively explored. It is suggested to pay attention to investment opportunities in new energy, energy saving and material saving, electric energy substitution, circular economy, traditional energy transformation and upgrading, carbon technology, carbon market and other fields. (Cinda Securities)

7. The carbon neutral project of Yunnan Precious Metals Group landed in Shandong. On March 16, the unveiling ceremony of the R&D base of the National Rare Earth Catalytic Research Institute and the opening ceremony of the Rare Earth Catalytic Industrial Park were held in Dongying City, Shandong Province. As one of the important projects under construction in the industrial park, Yunnan Precious Metals and New Materials Holding Group Co., Ltd. officially landed in Dongying, and its industrial territory was further expanded.

8. Re-evaluate the electrolytic aluminum plate under the concept of carbon neutrality: first, the opportunities brought by carbon neutrality to the electrolytic aluminum plate as a whole. With more and more rigid constraints on carbon emissions in various places, electrolytic aluminum, as a high energy-consuming industry, bears the brunt. Reducing the electrolytic aluminum production capacity in Mengdong area may be just the beginning, and the electrolytic aluminum production in various places will face more and more policy resistance in the later period. Carbon emission reduction has brought more urgent demand for automobile lightweight and stimulated aluminum consumption. The aluminum industry is facing pressure reduction from the supply side and expansion from the demand side, and the supply and demand pattern has improved for a long time. The second is the opportunity for domestic aluminum enterprises to expand their production capacity overseas after the domestic production capacity is limited; Third, carbon emission reduction raises the requirements for anode quality. (Guosen Securities)

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Note: This article is not an investment suggestion, but a reflection record. Investment is risky, and the stock market needs to be cautious!

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