环保行业雄安新区专题研究：雄安新区坚持绿色发展，加快形成绿色低碳格局源达信息

投资要点   40% 30% 20% 10% 0% -10% -20% 2024/01 2024/02 2024/03 2024/04 2024/05 2024/06 2024/07 2024/08 2024/09 2024/10 -30% 000300.SH 885919.TI   请阅读最后评级说明和重要声明 一、雄安新区坚持绿色发展，加快形成绿色低碳格局3 二、全球碳中和进程加速，绿色转型成必然趋势7 1.海外碳中和进程迈向执行时代，相关法律法规持续完善7 2.中央层面系统部署绿色转型，我国积极减缓气候变化9 三、绿色转型正当时，多行业持续受益11 1.清洁能源11 2.新能源汽车及充电桩14 3.环保行业15 四、投资建议16 五、风险提示17 ...............................................................................................................................................3 ..................................................................................7 .............................................................................................................7 .............................................................................................................................8 .................................................................................................................8 ......................................................................................................................8 ...................................................................................................................10 ..............................................................................................10 ............................................................................11 ....................................................................................................................................12 .........................................................................................................................12 .........................................................................................................................................13 ............................................................................................................13 ...................................................................14 ......................................................................................................................4 .............................................................................................................9 .............................................................................................................................................13 2    0.4 0.38 0.18 0.162 0.171 0.165 0.35 0.16 0.147 0.139 0.142 0.3 0.25 0.289 0.217 0.140.120.10 0.089 0.083 0.082 0.079 0.118 0.114 0.111 0.093 0.084 0.2 0.15 0.168 0.154 0.117 0.080.06 0.071 0.063 0.060 0.057 0.051 0.045 0.039 0.0750.033 0.1 0.103 0.083 0.07 0.06 0.056 0.040.02 0.048 0.00 0.05 0 201020112012201320142015201620172018201920202021 201020112012201320142015201620172018201920202021 陆上风电海上风电