Green finance empowers enterprises' low-carbon transformation, and the scale of Baoshan's green low-carbon industry in Shanghai will exceed one trillion.
Shanghai Asset Management Association hosted the Green Finance Forum, focusing on green productivity, low-carbon industry, carbon finance, and many other hot topics.
Policy support + market demand dual drive, institutions believe that the investment in the hydrogen energy sector will usher in a window of opportunity.
①The 2024 China Hydrogen Energy Industry Conference will be held at the Qiaoshan Cultural Center in Nanhai, Foshan on October 18. ②huaan Securities pointed out that looking forward to the second half of 2024, policy support and subsidy incentives will be further implemented, green hydrogen projects are expected to accelerate landing, and the bidding scale of electrolyzer is expected to reach 3-4GW. The hydrogen sector investment is about to enter a window of opportunity.
National Energy Administration: By the end of August, the national cumulative installed capacity of electricity generation increased by 14.0% year-on-year.
As of the end of August, the national cumulative installed electricity generation capacity is about 3.13 billion kilowatts, an increase of 14.0% year-on-year. Among them, cecep solar energy installed capacity is about 0.75 billion kilowatts, an increase of 48.8% year-on-year; wind power installed capacity is about 0.47 billion kilowatts, an increase of 19.9% year-on-year.
How will the usa's decision to impose tariffs on China's new energy industry affect? The plan was announced as early as May, and the market has long anticipated it.
①The plan to impose additional taxes on new energy imports from China by the USA was announced as early as May, and the market has already anticipated it; ② The tariff war cannot solve the problem of the loss of the real economy in the USA, and the USA is not the main destination for Chinese electric vehicle companies to expand overseas.
The market style continues to switch! The new energy fund track collectively revitalizes, paying close attention to the short-term speculation and taking the lead in breaking through the theme direction.
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Sustainability Column: How is the Chinese market for geothermal power generation, which Buffett is interested in?
The electric energy hidden underground is becoming a clean resource mine in the eyes of technology giants and conglomerates.