The national carbon market runs smoothly and orderly to promote the accelerated development of the new energy industry

On July 16, 2022, the national carbon emission right trading market (hereinafter referred to as "national carbon market") officially launched the first anniversary of launch transactions. After a year of practice, the basic framework of the national carbon market has been initially established, operating smoothly and orderly, and the transaction price has risen steadily. It has promoted the role of enterprises' emission -reduction greenhouse gas and accelerated green low -carbon transformation.

As we all know, the national carbon market is an important starting point for my country to achieve the goal of "double carbon". According to the plan, my country will realize the "carbon peak" by 2030, and the "carbon neutrality" will be achieved by 2060.

From "Carbon Dafeng" to "Carbon neutralization" is a long process. People in the industry generally believe that the focus of the entire process is large -scale development, using new energy (such as photovoltaic, wind power, nuclear power, etc.). Therefore, from this perspective, the development of new energy is the top priority of achieving "carbon neutrality" and is also a must.

In this regard, the author believes that promoting "carbon neutrality" will fundamentally reshape the energy system. This year when the national carbon market is steadily operating, it has helped the accelerated development of the new energy industry.

In the past year, in the capital market with a sensitive sense of smell, the concept of "carbon neutrality" and "new energy" has continued to heat up, and related industrial investment opportunities have become the focus of attention of all parties. Most institutions said that "carbon neutrality" is the trend of the global general trend in the future, and the track is certain. Fund products such as carbon neutralization and ETF and new energy ETF have been approved to be listed. In popular areas, from the photovoltaic industry to lithium batteries to new energy vehicles, they are sought after by various funds and accelerated into the fast lane. The trillion -dollar market value leading company has also been born, such as Ningde Times and BYD.

As the domestic capital market once shouted that "lithium" traveled through the world, recently, Tesla CEO Elon Musk even put forward the view that "lithium batteries are new oil".

It is worth noting that in the new energy industry chain, China has led the world to become the "national new business card" in the two directions of photovoltaics and new energy vehicles. In recent years, my country's photovoltaic industry has continued to advance. Photovoltaic manufacturing can be roughly divided into four links: polysilicon, silicon wafers, battery films, and components. In 2021, the global output of the four manufacturing links in China accounted for more than 75%. On July 7, 2022, the International Energy Agency (IEA) issued a report saying that according to the production capacity forecast, the production share of Chinese polysilicon and silicon wafers in the world will reach 95%.

According to the latest sales statistics released by the Federation of Federation, the domestic new energy market is still spraying. The retail sales in June have reached 531,000 units, an increase of 130.5%compared to the same period last year. The penetration rate of new energy vehicles has been penetrated. It reaches 27.3%. Among them, BYD's semi -annual sales were close to 650,000 units, winning the global new energy brand sales champion in the first half of the year, becoming a new milestone.

Some analysts believe that "carbon neutrality" is introducing some emerging industries into fast -growing fast lanes, and the energy supply structure dominated by clean energy, directly promoting the development of the landscape power generation industry chain, will create for the intermediate links and downstream energy consumption. New opportunities.

It is believed that under the goal of "carbon neutrality", the new energy industry will continue to develop steadily, and listed companies in related fields will also gain value growth in the change and win high -quality development. "New energy" is not only the concept of "old energy", but also a new thinking and new development. No new energy, no new development. Under new development, China's new energy industry will be better tomorrow!

(Editor in charge: Chang Shuai Shuai)

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