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开源证券:"减碳"背景下哪些化工龙头有望脱颖而出? _ 东方财富网


  
  
2、“碳中和”或带来新一轮更加持久而深远的总量控制版供给侧改革,化工龙头价值有望得到重估
  以“三去一降一补”为核心的供给侧发展路径远未结束,“碳中和”战略又提新挑战。2021年3月5日,国务院总理李克强在《2021年国务院政府工作报告》中指出,要继续完成“三去一降一补”重要任务。由此可见,上一轮的供给侧结构性改革或许仅是开始,远未结束;而进入新的发展时期,绿色高质量发展成为我国经济发展的首要目标之一。2021年3月18日,中国碳达峰碳中和成果发布暨研讨会在京举行,会上宣布碳中和总体分为三个阶段:2030年前尽早实现碳达峰、2030-2050年加速脱碳、2050-2060年全面实现碳中和。
  
通过转变能源供应方式、能耗结构等多种途径来实现“碳中和”
  “三去一降一补”+“碳中和”, ....

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