郭家耀: 资金热炒新经济及内需股 风电光伏板块迎国策机遇
内地股市昨日高开高走,沪综指收市上升0.7%,沪深两市成交额保持活跃。
港股走势止跌回稳,资金继续热炒新经济股及内需股,龙头科网股表现仍然受压,大市成交保持清淡。长假期前夕,预料市况未有太大变化,指数继续於26,000至26,800点水平上落。
另国务院日前发布《新时代的中国能源发展》白皮书,表示中国坚定不移推进能源革命,能源生产和利用方式发生重大变革,能源发展取得历史性成就。能源生产和消费结构不断优化,能源利用效率显着提高,生产生活用能条件明显改善,能源安全保障能力持续增强,为服务经济高质量发展、打赢脱贫攻坚战和全面建成小康社会提供重要支撑。白皮书指出,中国坚持创新、协调、绿色、开放、共享的新发展理念,以推动高质量发展为主题,以深化供给侧结构性改革为主线,全面推进能源消费方式变革,构建多元清洁的能源供应体系,实施创新驱动发展战略,不断深化能源体制改革,持续推进能源领域国际合作,中国能源进入高质量发展新阶段。
面对气候变化、环境风险挑战、能源资源约束等日益严峻的全球问题,中国树立人类命运共同体理念,促进经济社会发展全面绿色转型,努力推动能源清洁低碳发展,积极参与全球能源治理,与各国一道寻求加快推进全球能源可持续发展新道路。十四五规划下,中国计划加快采用清洁能源,到2030年,非化石燃料能源占比目标是达25%。其次,建立智能能源系统,加快能源生产供应链的数字化升级,推进智能能源示范项目,继续加强能源生产基础设施建设,提高电力利用率。推进电力市场的市场化改革,优化经营环境。预料政策对风电及光伏相关股份带来重大机遇,可持续关注。
(笔者为证监会持牌人,没持有上述股份)~
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