Carbon neutrality refers to the total amount of carbon dioxide or greenhouse gas emissions directly or indirectly produced by a country, an enterprise, a product, an activity or an individual in a certain period of time, and offsets its own carbon dioxide or greenhouse gas emissions through afforestation, energy conservation and emission reduction, thus achieving positive and negative offsets and achieving relative "zero emissions".

On the one hand, coping with climate change and achieving "carbon neutrality" is the only way for China to establish its image as a big country; On the other hand, energy substitution is not only related to national security, but also an important engine of economic growth in the post-epidemic era.

"Carbon neutral" investment opportunities are mainly concentrated in the following two areas:

First, the replacement of traditional energy by new energy sources such as wind power and photovoltaic.

Citic China Construction Investment Co., Ltd. said that under the background of "carbon dioxide emissions peak and carbon is neutral", the proportion of new energy in China is expected to increase from less than 10% now to more than 70% in 2050. The classification of new energy will shift from mining to manufacturing, and the structure of manufacturing will change greatly.

Second, traditional carbon-emitting key industries such as steel, building materials and electrolytic aluminum will support the carbon-neutral goal by limiting production, and the prices of related commodities are expected to rise, among which leading companies are expected to pay a full premium.