[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-JP2021082314224759115":3,"related-JP2021082314224759115":35},{"pageSize":4,"id":5,"productLine":6,"status":7,"articleCode":8,"articleType":9,"showStyle":7,"mediaType":7,"fileInputUrl":10,"articleTitle":11,"coverImage":12,"listImage":13,"introduction":14,"description":15,"nonVipDescription":10,"postTime":16,"viewTime":16,"sortNumber":17,"isFree":18,"isShowList":7,"isRecommend":18,"linkType":7,"isOriginal":6,"hasMiniUrl":18,"hasAdvertising":18,"createBy":19,"updateBy":19,"createTime":20,"visitCount":21,"isLiked":18,"realSearch":22,"isRead":18,"productId":23,"isCollected":18,"collectCount":24,"vipExclusive":18,"allowComment":7,"style":25,"canCopy":18,"likeCount":26,"filePath":27,"fileSize":28,"duration":29,"playStyle":7,"seoKeywords":10,"articleModuleVoList":30,"extendContentList":31,"noteCount":32,"categoryList":33,"dailyKeywordList":34},10,3572,"1",1,"JP2021082314224759115","1041018","","新能源和碳中和背后有什么机会？| 一张图讲透","https:\u002F\u002Fimage.jane7.com\u002Fabcb1242-7a13-4147-b885-04f5f1dbef1d.png","https:\u002F\u002Fimage.jane7.com\u002F30c47636-cf55-4e8a-ad3d-d55d284963db.png","今天来聊聊新能源的话题，不仅是因为它最近越来越火，更因为它将会全方位、深远地影响和改变我们的生活。","\u003Csection>\n \u003Csection>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">今天想跟大家仔细聊聊新能源的话题，不仅是因为它最近越来越火，更因为它将会全方位、深远地影响和改变我们的生活。\u003Cbr>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp class=\"ql-align-left ql-long-21979115\" style=\"margin-top: 0pt; margin-bottom: 0pt; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">有小伙伴问，常看到\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"color: rgb(214, 168, 65); font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">碳中和、新能源这两个词，是一回事吗？它们之间到底有什么关系呢？\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">所以，这段时间我翻阅大量资料，整理了这张图片。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"text-align:center;margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cimg src=\"https:\u002F\u002Fimage.jane7.com\u002Fc848ba76-58ac-4293-96b9-32328230b643.jpg?x-oss-process=image\u002Fquality,q_50\" title=\"\" alt=\"\">\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"text-align:center;margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"color: rgb(136, 136, 136); font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">制图：简七（点击可看大图）\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">我把财经新闻中经常出现的一些热点、它们之间的联系、以及相关指数，都放在了图片中，方便大家理解。如果其中有不够严谨的部分，欢迎各位留言指正。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">在正式开始今天的内容之前，我想先分享对于这个投资方向的一点看法：\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">长期来看，这是一段关乎全人类命运的进程，将引领我们进入一个\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">更清洁、更富足\u003C\u002Fstrong>的社会，其中蕴含的投资机会无可限量。但这个「长期」，指的是10年、30年、40年......\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"color: rgb(214, 168, 65); font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">我们是否拥有足够的耐心和智慧，去分辨其中真正的价值？\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">而在短期，里面已经\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">无比拥挤\u003C\u002Fstrong>。你用朴素的直觉或许也能感知到，这恐怕未必是好的交易，更要小心被贪婪的情绪捕获。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">无论如何，这值得我们花时间了解，一起看看吧。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"background-color: rgb(255, 254, 213); color: rgb(255, 104, 39); font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">*说明：文中提及的指数基金仅为示例，不涉及任何投资建议和利益相关。请根据自己的需求，做出独立的投资判断。这也是我们努力做好科普的价值^^\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Ch2 class=\"ql-long-21979115\" style=\"white-space: normal; font-size: 16px;\">\u003Cp style=\"margin-left: 16px; margin-right: 16px;\">\u003Cspan style=\"font-size: 18px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">01\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fh2>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">2009年，我国在哥本哈根气候变化会议上，首次向国际社会确立并公布碳减排目标；随后的减排目标，也一直是超额提前完成的。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">去年9月22日，习大大在第七十五届联合国大会一般性辩论上提到，「中国将提高国家自主贡献力度，采取更加有力的政策和措施，\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">二氧化碳排放力争于2030年前达到峰值，努力争取2060年前实现碳中和。\u003C\u002Fstrong>」\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"background-color: rgb(255, 218, 169); font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">这就是「碳达峰」和「碳中和」，也被称为「双碳」目标。\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cul class=\"list-paddingleft-2\" style=\"box-sizing:border-box; width: 728.958px; white-space: normal; margin: 0px; padding: 0px 0px 0px 30px;\">\n   \u003Cli>\u003Cp style=\"margin-left: 16px; margin-right: 16px;\">\u003Cspan style=\"font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">碳达峰，就是二氧化碳排放达到峰值，以后不再增加了；\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\n   \u003Cli>\u003Cp style=\"margin-left: 16px; margin-right: 16px;\">\u003Cspan style=\"font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cspan class=\"ql-author-21979115 ql-size-11 ql-font-microsoftyahei\" style=\"font-size: 11pt; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">碳中和其实也很好理解，\u003C\u002Fspan>\u003Cstrong class=\"ql-author-21979115 ql-size-11 ql-font-microsoftyahei\" style=\"font-size: 11pt; font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">「中和」就是正负相抵\u003C\u002Fstrong>\u003Cspan class=\"ql-author-21979115 ql-size-11 ql-font-microsoftyahei\" style=\"font-size: 11pt; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">，也就是通过节能减排、植树造林、「负排放技术」等等努力，使二氧化碳的吸收能抵消掉排放，实现相对的「零排放」。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\n  \u003C\u002Ful>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"text-align:center;margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cimg src=\"https:\u002F\u002Fimage.jane7.com\u002F9a0860bf-7859-43af-ab9a-04d239c391b2.jpg?x-oss-process=image\u002Fquality,q_50\" title=\"\" alt=\"\">\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"text-align:center;margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 14px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">&nbsp;\u003Cspan style=\"font-size: 14px; color: rgb(136, 136, 136); font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">图片来源：《第一届青年科学家 50²论坛》\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"text-align:center;margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"color: rgb(136, 136, 136); font-size: 14px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">刘中民院士学术报告PPT\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">这个目标其实挺有挑战的。咱们国家经济体量很大，还在工业化发展过程中，\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">每年的能源消耗量和碳排放量都在不断增长。\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">目前中国碳排放居世界前列，2019年咱们碳排放快达到全球的1\u002F3了，每年100多亿吨。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">欧洲国家和美国从碳达峰到碳中和，有70到80年的时间过渡，而咱们从现在开始到实现「零排放」的碳中和，只有不到40年。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Ch2 class=\"ql-long-21979115\" style=\"white-space: normal; font-size: 16px;\">\u003Cp style=\"margin-left: 16px; margin-right: 16px;\">\u003Cspan style=\"font-size: 18px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">02\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fh2>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">又要保证经济增长，又要实现「双碳」目标，时间还特别紧，怎么办呢？\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">可以分前端、中端和后端分别来看。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"text-align:center;margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cimg src=\"https:\u002F\u002Fimage.jane7.com\u002F0efa9200-847b-49f1-8ed4-6b4c8e82c605.jpg?x-oss-process=image\u002Fquality,q_50\" title=\"\" alt=\"\">\u003C\u002Fp>\n  \u003Cp class=\"ql-align-left ql-long-21979115\" style=\"margin-top: 0pt; margin-bottom: 0pt; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"color: rgb(214, 168, 65); font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">前\u003C\u002Fstrong>\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"color: rgb(214, 168, 65); font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">端——能源替代\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">中国的能源结构特别不低碳——「富煤、少油、贫气」。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">2019年的能源消费中，一半以上都是煤炭，煤、油、气这些「旧」能源，加起来占了85%。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">而清洁能源，也就是使用过程不排放污染物的能源，2019年消费占比只有15%。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">这也是我们在后面会详细讲到的核能和可再生能源，未来得靠提升它们的消费比例，来减少整体的碳排放。\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">未来一段时间，煤炭仍然是重要的能源支柱。所以，能让同样多的煤有更多产出的技术（提升能效），肯定也是机会。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"text-align:center;margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cimg src=\"https:\u002F\u002Fimage.jane7.com\u002F45bf899e-5d77-4f9b-b97c-782dbc72e3f4.jpg?x-oss-process=image\u002Fquality,q_50\" title=\"\" alt=\"\">\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"color: rgb(214, 168, 65); font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">中端——能源使用\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">在能源的使用方面，首先是对\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">「高碳企业」和「高碳行业」\u003C\u002Fstrong>下狠手，这些企业和行业的特点是依赖能源进行生产制造，\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">化工、钢铁、有色\u003C\u002Fstrong>都是重要目标。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">前几年的供给侧改革，就是给这些「高碳企业」去产能。接着从加大环保设备投入入手，使它们变成\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">低碳、零碳企业。\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">所以，帮助高碳企业节能减排的公司未来也会很吃香。这类企业的名称里，经常冠以\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">「节能」\u003C\u002Fstrong>或者\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">「环保」\u003C\u002Fstrong>等字样，它们用自己的节能技术和设备帮其他企业实现节能管理。比如，通过炼钢技术设备的突破带动钢铁企业实现碳减排。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">再一个是\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">交通行业\u003C\u002Fstrong>，毕竟汽车尾气也是碳排放的主要来源之一。所以各国政府都在加大对新能源汽车的扶持，淘汰燃油车，比如对新能源车实施补贴，刺激了新能源车销量高速增长。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">根据规划，\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">2035年以后，咱们国家马路上新增车辆都是新能源车了。\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"color: rgb(214, 168, 65); font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">后端——能源处理\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">一个是能源的回收利用。\u003C\u002Fstrong>像垃圾分类和再生资源回收如果能很好地融合，可回收的垃圾处理后循环利用，在环保和碳中和的双重加持下，有挺大空间的。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">另一个，就要考虑「吸收」二氧化碳了。\u003C\u002Fstrong>即使到了2060年，也仍然会有部分产业会排放二氧化碳，要实现「碳中和」，就得靠自然吸收+人工努力。目前这块在投资上的讨论还比较少，就不展开了。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">感兴趣的朋友，可以搜索「负排放技术」，还挺有意思的。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"font-size: 18px; font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">03\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">说完「双碳」目标，接着来说说大家最关心的新能源投资。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">看到这里，相信你也明白了，\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"background-color: rgb(255, 218, 169); font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">既要减少排放又要让经济、生活水平继续往前发展，秘诀之一就是发展出「又好又便宜」的新能源。\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">新能源产业链，细说的话内容非常多，每个模块都可以无限深挖。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">简单划分的话，新能源产业主要就包括三块：发电、储能和应用。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"text-align:center;margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cimg src=\"https:\u002F\u002Fimage.jane7.com\u002F9efc1aff-62a7-42e1-a2fc-8f0620bb1245.jpg?x-oss-process=image\u002Fquality,q_50\" title=\"\" alt=\"\">\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">我们一个一个来说。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"color: rgb(214, 168, 65); font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">1）发电\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"color: rgb(214, 168, 65); font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">首先来看发电种类。\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">主要是光伏、水电、风电和核电，水和风季节性比较强，核电的安全性又备受争议，所以市场比较关注的是\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">光伏\u003C\u002Fstrong>。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">简单来说，光伏行业是把硅料做成硅片，再搞出电池片、组装成组件，卖给光伏发电站。整个过程中，会由\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">新能源装备企业\u003C\u002Fstrong>来提供设备和材料。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">目前整个光伏行业景气度还是非常高的。成本逐年在下降，而且也不怎么受到疫情的影响，再加上主要国家对新能源的支持，全球装机量保持着高速增长。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">特别值得一提的是，\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"background-color: rgb(255, 218, 169); font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">咱们的光伏产业链配套完善程度、制造能力、市场规模都已经形成海外难以超越的优势。\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">长期来看，清洁能源将不断得以发展，化石能源将会在2060年退出历史舞台。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"text-align:center;margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cimg src=\"https:\u002F\u002Fimage.jane7.com\u002Fa8e2a8e7-7480-4370-91da-ced286f809b9.jpg?x-oss-process=image\u002Fquality,q_50\" title=\"\" alt=\"\">\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp class=\"ql-align-left\" style=\"margin-top: 0pt; margin-bottom: 0pt; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">不过，清洁能源有几个问题：\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">不稳定、不持续 ，容易受到天气和气候影响。\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">就拿光伏来说吧，白天发电多，晚上发电少；夏天多，冬天少。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">所以发展新能源存储技术，把高峰时段发出来的电存下来，就很重要了。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"color: rgb(214, 168, 65); font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">2）储能\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"color: rgb(214, 168, 65); font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">第二个来看能源储存方式。\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">新能源存储的方式有很多种，电池可能是最常见的。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">市场比较关注的，是新能源车用的\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">动力电池\u003C\u002Fstrong>，比较常见的是\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">三元锂电池和磷酸铁锂电池。\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">比如特斯拉上个月发布的标准续航版ModelY，采用的就是宁德时代的磷酸铁锂电池。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">但是锂资源比较稀缺，大部分储备集中在南美洲的「锂三角」（玻利维亚、阿根廷、智利），\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">我国的锂资源十分依赖海外。\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">而钠资源只要有海水就可以提取，价格稳定并且低廉。\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"background-color: rgb(255, 218, 169); font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">所以如果能研发出性价比更高的钠离子电池，咱们国家的新能源车行业发展的自主性就大大提高了。\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">不过目前来看，钠离子电池还是很难替代锂离子电池。钠电池技术还不成熟，达不到电动汽车、手机、笔记本电脑等需要的能量密度，等到\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">成熟并且\u003C\u002Fstrong>实现量产可能还需要几年时间。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"color: rgb(214, 168, 65); font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">3）应用\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"color: rgb(214, 168, 65); font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">第三个，来看具体的应用。\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">其中大家最关注的，自然是新能源汽车了。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">从产业链来看，\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">新能源汽车少了发动机等环节\u003C\u002Fstrong>，这对咱们中国的车企来说是好事，因为发动机里头有很多专利绕不过，所以新能源车相当于把所有企业拉回到同一起跑线上，也是个\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">弯道超车的机会。\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">目前新能源汽车主要还是得依靠政策补贴，短期内无论是中国美国还是欧洲，都较难脱离政府的扶持。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">所以相关公司的股价，每次都会随着政策的方向波动特别大。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">随着环保意识不断增强，相信大家对于清洁的、智能化的汽车接受度会越来越高。以就是对\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">「双碳」\u003C\u002Fstrong>目标以及新能源相关产业的一个整体介绍。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">具体细分行业的投资逻辑，后续再做新的专题。希望可以给到你一个框架型概念，未来有新的发现也可以往里面加。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">那么我们该如何投资呢？\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">如果有研究能力和时间精力的话，这其中一定可以挖掘出10倍甚至更高的牛股。但个股的筛选，以及买卖价格的把握，对于普通人来说确实太难了。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"background-color: rgb(255, 218, 169); font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">我更建议，三年以上不用的闲钱，用定投的方式，参与指数基金或者主动基金，并把整体资金比例控制在你可投资资产的20%以内。\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">为了方便你查找，我为你整理了相关的指数信息。这些基金在过去一段时间，已经有了不小的涨幅，\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"color: rgb(214, 168, 65); font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">请根据自己的风险偏好和资金规划\u003C\u002Fstrong>，做出投资决策。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"text-align:center;margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cimg src=\"https:\u002F\u002Fimage.jane7.com\u002F3d6233bb-0ed3-4b00-af0c-24484f6ecc78.jpg?x-oss-process=image\u002Fquality,q_50\" title=\"\" alt=\"\">\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">目前可供指数基金包括但不限于这些基金，我已经为你整理好了：\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"text-align:justify;margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cstrong class=\"ql-author-21979115 ql-size-12 ql-font-microsoftyahei ql-commented ql-commented-background\" style=\"color: rgb(214, 168, 65); font-size: 12pt; font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">「双碳」目标——\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"text-align:justify;margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">中证环保产业指数、中证内地低碳经济主题指数\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"text-align:justify;margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"text-align:justify;margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cstrong class=\"ql-author-21979115 ql-size-12 ql-font-microsoftyahei ql-commented ql-commented-background\" style=\"color: rgb(214, 168, 65); font-size: 12pt; font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">新能源——\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"text-align:justify;margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">中证新能源指数\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"text-align:justify;margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"text-align:justify;margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cstrong class=\"ql-author-21979115 ql-size-12 ql-font-microsoftyahei ql-commented ql-commented-background\" style=\"color: rgb(214, 168, 65); font-size: 12pt; font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">光伏——\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"text-align:justify;margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">中证光伏产业指数\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"text-align:justify;margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"text-align:justify;margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cstrong class=\"ql-author-21979115 ql-size-12 ql-font-microsoftyahei ql-commented ql-commented-background\" style=\"color: rgb(214, 168, 65); font-size: 12pt; font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">电池——\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"text-align:justify;margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">中证电池主题指数\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"text-align:justify;margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"text-align:justify;margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cstrong class=\"ql-author-21979115 ql-size-12 ql-font-microsoftyahei ql-commented ql-commented-background\" style=\"color: rgb(214, 168, 65); font-size: 12pt; font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">新能源车——\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">中证新能源汽车指数\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 12pt; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">你可以在中证指数官网（\u003C\u002Fspan>\u003Ca class=\"ql-link ql-commented ql-commented-background ql-author-21979115 ql-size-12\" href=\"http:\u002F\u002Fwww.csindex.com.cn\u002F\" target=\"_blank\" style=\"font-size: 16px; color: rgb(64, 158, 255); font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;;color:#409eff\">\u003Cspan style=\"font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">http:\u002F\u002Fwww.csindex.com.cn\u002F\u003C\u002Fspan>\u003C\u002Fa>\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cspan class=\"ql-commented ql-commented-background ql-author-21979115 ql-size-12\" style=\"font-size: 12pt; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">）搜索相应指数，\u003C\u002Fspan>就能找到中证新能源汽车指数跟踪指数的全部基金产品了。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"text-align:center;margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cimg src=\"https:\u002F\u002Fimage.jane7.com\u002F5c2aaafc-6324-4c49-9cf7-cd42d5ded7be.jpg?x-oss-process=image\u002Fquality,q_50\" title=\"\" alt=\"\">\u003Cimg src=\"https:\u002F\u002Fimage.jane7.com\u002F56df61ab-124f-465f-a24c-bbbe7caf6d37.jpg?x-oss-process=image\u002Fquality,q_50\" title=\"\" alt=\"\">\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">这些指数之间，有不少的持仓都是重合的，走势非常相似，所以肯定没有必要重复买入的。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"text-align:center;margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">\u003Cimg src=\"https:\u002F\u002Fimage.jane7.com\u002Fb0e3f0e5-19b4-4409-bea7-96715d3dc228.jpg?x-oss-process=image\u002Fquality,q_50\" title=\"\" alt=\"\">\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">今天就先聊到这里吧，内容不少，有无法理解的部分，建议结合文字多听几遍哦~\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">大家也可以给我留言说说，对哪个细分领域感兴趣，后续我们再进一步分享。\u003C\u002Fspan>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cbr>\u003C\u002Fp>\n  \u003Cp style=\"margin: 0pt 16px; white-space: normal; line-height: 1.7; font-size: 11pt; color: #494949;\">\u003Cspan style=\"font-size: 16px; font-family: &quot;Helvetica Neue&quot;, Helvetica, &quot;Hiragino Sans GB&quot;, &quot;Apple Color Emoji&quot;, &quot;Emoji Symbols Font&quot;, &quot;Segoe UI Symbol&quot;, Arial, sans-serif;\">如果觉得今天的内容有帮助，欢迎\u003Cstrong class=\"ql-author-21979115 ql-font-microsoftyahei\" style=\"color: rgb(214, 168, 65); font-family: &quot;Microsoft YaHei&quot;, 微软雅黑, sans-serif;\">点赞+收藏\u003C\u002Fstrong>哦~\u003C\u002Fspan>\u003C\u002Fp>\n \u003C\u002Fsection>\n\u003C\u002Fsection>","2021-10-19 14:25:00",100,0,"zhanglizi@jane7.com","2021-08-23 14:22:47",981,false,10042,143,"1038002",66,"https:\u002F\u002Ffile.jane7.com\u002Fc95e565b-2636-44cf-b86d-8006ec1a3038.mp3",15922586,656,[],[],9,[],[],[]]