中(zhong)(zhong)證(zheng)網訊（記者 趙中(zhong)(zhong)昊）西南證(zheng)券策略(lve)研究(jiu)團(tuan)隊日前發布研報表示，近期《關于完整準確全面(mian)貫徹新發展理念(nian)做(zuo)好碳(tan)達峰碳(tan)中(zhong)(zhong)和工作(zuo)的(de)意見》以及(ji)《2030年(nian)前碳(tan)達峰行動方案(an)》陸續發布，提出了(le)“雙碳(tan)”（碳(tan)達峰、碳(tan)中(zhong)(zhong)和）主要(yao)目標，“雙碳(tan)”頂層設計出臺。

　　未來各(ge)領(ling)(ling)(ling)域行業(ye)具體的(de)碳(tan)(tan)達峰碳(tan)(tan)中(zhong)和方案(an)將陸續出(chu)(chu)臺(tai)，為社會帶(dai)來深刻(ke)變(bian)革(ge)的(de)同時帶(dai)蘊含巨(ju)大的(de)投資(zi)機(ji)會，建(jian)議重(zhong)點(dian)關注(zhu)(zhu)以(yi)下領(ling)(ling)(ling)域的(de)投資(zi)機(ji)會：第(di)一是(shi)(shi)(shi)能(neng)源(yuan)(yuan)(yuan)供(gong)給(gei)側領(ling)(ling)(ling)域，重(zhong)點(dian)關注(zhu)(zhu)光伏(fu)(fu)、風電、水(shui)電、氫能(neng)、生(sheng)物(wu)質能(neng)源(yuan)(yuan)(yuan)等(deng)可(ke)再(zai)生(sheng)能(neng)源(yuan)(yuan)(yuan)領(ling)(ling)(ling)域；第(di)二是(shi)(shi)(shi)工業(ye)企業(ye)領(ling)(ling)(ling)域，重(zhong)點(dian)關注(zhu)(zhu)鋼(gang)(gang)鐵、建(jian)材和化工等(deng)工業(ye)領(ling)(ling)(ling)域落(luo)后產能(neng)退出(chu)(chu)帶(dai)來的(de)相關投資(zi)機(ji)會；第(di)三(san)是(shi)(shi)(shi)建(jian)筑(zhu)(zhu)領(ling)(ling)(ling)域，重(zhong)點(dian)關注(zhu)(zhu)公(gong)共(gong)建(jian)筑(zhu)(zhu)節(jie)能(neng)（裝配(pei)式建(jian)筑(zhu)(zhu)、鋼(gang)(gang)結構住宅、建(jian)材循環利(li)用(yong)等(deng)）以(yi)及(ji)可(ke)再(zai)生(sheng)能(neng)源(yuan)(yuan)(yuan)應(ying)用(yong)（光伏(fu)(fu)屋頂、地源(yuan)(yuan)(yuan)熱泵等(deng)）；第(di)四是(shi)(shi)(shi)交通領(ling)(ling)(ling)域，重(zhong)點(dian)關注(zhu)(zhu)新能(neng)源(yuan)(yuan)(yuan)汽車(che)產業(ye)鏈以(yi)及(ji)充電樁、配(pei)套電網、加注(zhu)(zhu)（氣）站、加氫站等(deng)基礎設施建(jian)設；第(di)五(wu)是(shi)(shi)(shi)碳(tan)(tan)匯和CCUS（碳(tan)(tan)捕集利(li)用(yong)與封存(cun)），重(zhong)點(dian)關注(zhu)(zhu)發(fa)展(zhan)CCUS技術相關的(de)投資(zi)機(ji)會。