The decline narrowed, the carbon neutral and ETF (159790) transactions exceeded 100 million yuan

After the opening, the new energy track stocks were counterattacked. The UHV sector turned red. The decline in photovoltaic, wind power, and energy storage was narrowed. Carbon neutralization and ETF (159790) fell 1.8%, and fell 2.6%during the early trading. The turnover was significantly enlarged. The turnover of more than an hour was more than 100 million yuan. it is good.

The policy surface, since the Ministry of Finance issued the "Opinions of Financial Supporting the Carbon and Carbon Neutralization of Carbon and Carbon". After putting forward a number of policy measures, carbon neutralization becomes the main market hotspot sector, carbon neutral and ETF (159790) range increase increase A maximum of 52.59%.

Hengtai Securities said that carbon neutral and themes have both growth, prosperity, cohesion, and catalyst: From the perspective of the four dimensions of theme investment value analysis, carbon neutral and theme layout is "just at the time". Growth: After the top layer is fixed for the 30 · 60 dual carbon plan, the carbon neutralization and the policy are dense and steadily advanced. In the middle and long period of time, the replacement of the traditional primary energy, the alternative of the lithium battery on the traditional secondary energy, has the penetration rate space and the penetration rate space and Policy determination. View: Lithium battery, lithium battery/photovoltaic equipment 21E-23E consistent expectations (WIND) revenue CAGR separates the third and fifth place in 53 major secondary industries, and high growth is gradually fulfilling. Cohesion: Carbon neutralization stock Q2 enters the fund heavy warehouse. Carbon neutralization involves the industry accounts for more than 13%of the total A market value; catalysts: At present to next year, the carbon peak operation plan and cycle carbon peak plan of the whole society are expected to be introduced one after another. Policy hotspots dense.

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