《关于加快经济社会发展全面绿色转型的意见》点评：中央层面首次系统部署，全面绿色转型提速

投资要点  5% 0% -5% -10% -15% -20% -25% -30% -35%  000300.SH 885919.TI   请阅读最后评级说明和重要声明 2023/08/14 2023/09/14 2023/10/14 2023/11/14 2023/12/14 2024/01/14 2024/02/14 2024/03/14 2024/04/14 2024/05/14 2024/06/14 2024/07/14 一、中共中央、国务院发布《关于加快经济社会发展全面绿色转型的意见》3 二、政策出台利好风电、光伏、电网、储能、新能源汽车等行业3 1.大力发展非化石能源，加快清洁能源基地建设3 2.加快构建新型电力系统，关注特高压和配网侧5 3.提升系统调节能力，科学布局抽水蓄能和新型储能6 4.大力推广新能源汽车，推动城市公共服务车辆电动化替代8 三、投资建议11 ........................................................................................................................................4 .............................................................................................................................4 ................................................................................................................................5 ................................................................................................................................5 .........................................................................................................................................5 .........................................................................................................................................5 ...........................................................................................................................................6 ...........................................................................................................................................7 ..........................................................................................................................................................7 ........................................................................................................................................................7 ....................................................................................................................8 ................................................................................................................8 .......................................................................................9 ..............................................................................................................................10 .......................................................................................................................10 .............................................................................................................................8 ...........................................................................................................................10 2 8000.0 7000.0 6000.0 5000.0 4000.0 3000.0 2000.0 1000.0 0.0 40.0% 35.0% 30.0% 25.0% 20.0% 15.0% 10.0% 5.0% 0.0% -5.0% 跨区送电量：全国：累计值 跨区送电量：全国：累计同比 2013-02 2013-07 2013-12 2014-05 2014-10 2015-03 2015-08 2016-01 2016-06 2016-11 2017-04 2017-09 2018-02 2018-07 2018-12 2019-05 2019-10 2020-03 2020-08 2021-01 2021-06 2021-11 2022-04 2022-09 2023-02 450.0 160.0% 400.0 140.0% 350.0 120.0% 300.0 100.0% 250.0 80.0% 200.0 60.0% 150.0 100.0 40.0% 50.0 20.0% 0.0 0.0% 20202021202220232024E2025E 国内光伏新增 增速 100.0 90.0 80.0 70.0 60.0 50.0 40.0 30.0 20.0 10.0 0.0 500.0% 400.0% 300.0% 200.0% 100.0% 0.0% -100.0% 20202021202220232024E2025E 国内陆上风电 新增装机 海上风电增速 国内海上风电 新增装机 陆上风电增速 6000.0 20.0% 5000.0 15.0% 4000.0 10.0% 3000.0 5.0% 2000.0 0.0% 1000.0 -5.0% 0.0 -10.0% 20132014201520162017201820192020202120222023 电网工程投资完成额 电网工程投资完成额同比 1400000 1200000 200% 150% 1000000 800000 600000 100% 50% 400000 200000 0 0% -50% 新能源汽车:销量:当月值 新能源汽车:产量(中汽协):当月值 新能源汽车:销量:当月同比 新能源汽车:销量:当月同比 60 50 40 30 20 10 0