On December 30, the Shanghai Municipal Development and Reform Commission issued the "Implementation Plan for Shanghai to Promote the Pilot Demonstration Construction of Carbon Peaking and Carbon Neutrality in Key Areas and Parks" (hereinafter referred to as the plan).
The Plan proposes to expand the use and substitution of low-carbon means of transportation. Implement electrification, low-carbon, intelligent upgrading and replacement of transportation vehicles, and actively expand the application of clean energy such as electricity, natural gas, advanced bio-liquid fuels, and hydrogen energy in the transportation field.
Carry out green infrastructure construction. According to the low-carbon planning and development of low-carbon transportation vehicles, select and appropriately advance the construction of green supporting infrastructure, including new energy vehicles/lithium battery-assisted bicycle charging piles, supporting power grids, refueling (gas) stations, hydrogen refueling stations, port shore power, airport ground auxiliary power supplies, etc.
Development of renewable energy and new energy storage. Implement and organize the "photovoltaic +" special project, accelerate the development of offshore wind power, promote the demonstration pilot of deep-sea wind power, and lay out onshore wind power and geothermal energy projects according to local conditions. Encourage technological innovation and project implementation such as large-capacity wind power, photovoltaic building integration, and agro-solar complementarity.
Carry out the research and development and demonstration application of advanced and applicable green and low-carbon technologies. Accelerate the research and development of basic materials such as carbon fiber, aerogel, and special steel, and carry out demonstration applications in the fields of new energy equipment, new energy vehicles and core components, energy conservation and environmental protection, and resource recycling, and strive to achieve breakthroughs in key technologies.
Expand the use and substitution of low-carbon means of transport. Implement electrification, low-carbon, intelligent upgrading and replacement of transportation vehicles, and actively expand the application of clean energy such as electricity, natural gas, advanced bio-liquid fuels, and hydrogen energy in the transportation field.
The "Plan" also hopes to further develop the remanufacturing of auto parts, batteries, mechanical and electrical products and other fields to provide support for leading enterprises in the automotive industry chain. Introduce and cultivate leading enterprises in the circular economy and improve the level of solid waste recycling.
In addition, the Plan calls for accelerating the development and utilization of new energy sources. Implement the research and development, demonstration and industrialization application of key hydrogen energy technologies, focus on breakthroughs in the core technology research of the whole chain of fuel cells, and carry out the research and development and innovation of key materials and components upstream and downstream of the hydrogen energy production, storage and transportation industry chain.
The "Plan" points out that it is necessary to develop low-carbon and zero-carbon fuel technology innovation such as advanced bio-liquid fuels, ammonia fuels, and synthetic fuels, explore pilot marine new energy projects such as tidal energy, wave energy, and temperature difference energy, and develop renewable energy and new energy storage. Implement and organize the "photovoltaic +" special project, accelerate the development of offshore wind power, promote the demonstration pilot of deep-sea wind power, and lay out onshore wind power and geothermal energy projects according to local conditions. Encourage technological innovation and project implementation such as large-capacity wind power, photovoltaic building integration, and agro-solar complementarity.
Shanghai has just announced the development of green infrastructure ahead of schedule, and the main force has suddenly purchased charging piles and wind energy, and Sungrow's main capital has a net inflow of 366 million yuan.
From the perspective of the main capital flow of the Shanghai Index, the main force focused on increasing its holdings in concept sectors such as charging piles and offshore wind power, and reduced its holdings in lithium mines and pharmaceutical and biological sectors. In terms of the main source of funds, institutions have chosen the direction of green infrastructure actively supported by fiscal policies, while mobile funds continue to huddle in the consumption and information innovation sectors, and popular stocks such as Infineon, Black Sesame, People's Daily and Renrenle have all received large purchases from the main funds.
The net inflow of charging pile concept sector was 900 million yuan, the net inflow of Sungrow Power was 366 million yuan, the net inflow of TBEA was 268 million yuan, and the net inflow of Ganeng, BYD and Fulin Transportation exceeded 100 million yuan. On the news, Shanghai announced that it will be moderately ahead of the construction of green supporting infrastructure, including new energy vehicles/lithium battery-assisted bicycle charging piles, supporting power grids, refueling (gas) stations, hydrogen refueling stations, port shore power, airport ground auxiliary power supply, etc. Morgan Stanley said that while China's recovery in the first half of next year is still unstable, fiscal policy will remain aggressive, expanding the official deficit and quasi-deficit, continuing to increase investment in green infrastructure, transportation backbones, and new energy charging systems.
