In recent years, the scientific community and governments have basically reached a consensus that human activities have led to the increasing greenhouse gases (especially carbon dioxide) in the earth's atmosphere and the climate is changing. In the foreseeable future, global warming caused by excessive greenhouse gas levels will have a negative impact on human life. Therefore, promoting low-carbon economy is considered to be one of the effective ways to avoid catastrophic climate change and maintain the sustainable development of mankind. The basis of low-carbon economy is low energy consumption, low emission and low pollution. Its essence is to improve energy utilization efficiency and build a clean energy structure, and its core is technological innovation, institutional innovation and the change of development concept. Developing low-carbon economy is a global revolution, involving production mode, lifestyle, values and national rights and interests.
The Blue Book of Cities: China Urban Development Report (No.2) issued by China Academy of Social Sciences in Beijing in June pointed out that under the background of global climate change, developing low-carbon economy is becoming the consensus of decision makers at all levels. Saving energy and reducing emissions and promoting the development of low-carbon economy are not only the key measures to eradicate global warming, but also the important means to practice Scientific Outlook on Development.
On the issue of low carbon economy, people need to clarify some misunderstandings. First of all, low carbon does not mean poverty, poverty is not a low-carbon economy, and the goal of low-carbon economy is low-carbon and high-growth; Second, the development of low-carbon economy will not limit the introduction and development of high-energy industries, as long as the technical level of these industries is leading, it will meet the development needs of low-carbon economy; Third, a low-carbon economy is not necessarily expensive, and greenhouse gas emission reduction will even help to save costs, and it does not need high technology, but it needs to overcome some policy obstacles; Fourth, low-carbon economy is not something that needs to be done in the future, but should start from now; Fifth, developing a low-carbon economy is everyone's business. Dealing with global warming concerns every country and region on the earth and everyone.
(2): The red door represents a warning to the whole industry, and the green door represents the hope of opening the future. Through a circular tour route, from various environmental crises caused by global warming to exploring the greening process of real estate industry, and then contributing to reducing energy consumption, "2009CIHAF" China House presents a complete "low-carbon" road map, trying to guide the industry to enter and exit from another door, with the direction of creating a harmonious ecological residential area.
The rapid development of society is at the cost of melting glaciers, and the resources on which human beings depend are shrinking mercilessly. The map of the earth 50 years later is very different from today's. Many countries are in danger of being submerged by the sea. It's not just polar bears that are in danger. "We have taken action, and you?" In the studio of "Cihaf 2009 China House", a series of shocking public welfare videos touched the soft nerves of everyone present. After reading it, Pan Shiyi, the chairman of SOHO China, Chi Kar Tong, the head of Tomson Yipin Shao Shuai, and other housing enterprises all looked dignified. Everyone can better understand why the15th Conference of the Parties to the United Nations Framework Convention on Climate Change held in Copenhagen, Denmark is regarded as "the last chance to save mankind". Nie Meisheng, president of the Real Estate Chamber of Commerce of the All-China Federation of Industry and Commerce, said that the real estate industry is duty-bound to contribute to the "low-carbon economy". Qi Hong, the mayor of Fangshan District, Beijing, also felt a lot: it is inevitable that the real estate industry will move towards a low-carbon road, and the construction of low-carbon communities and low-carbon cities needs to learn from the model.
Compared with the first appearance of "2008CIHAF" China Pavilion a year ago, the attention of "2009CIHAF" China Pavilion has been greatly improved. "No matter from the number of visitors, the proportion of people in various fields, or the willingness to seek cooperation, there are more than before." When explaining the above changes, the relevant person in charge said frankly that Zhongfang advocates the concept of low-carbon ecological human settlement, which represents the future development direction of human settlement, and represents the most advanced green and environmentally-friendly residential construction technology in China, which has been recognized by the industry. It is the original intention to gather all forces to effectively integrate innovative technologies and set an example. * * * Explore the low-carbon development scheme of the real estate industry, so that the whole industry can actively think, practice hard and participate in the construction of low-carbon economy.
Volunteers from Tsinghua University and various academic research institutions play an understanding role. From energy-saving elevators to intelligent systems, from sunshade systems to special wall materials with strong flame retardancy, from water-saving toilets to environmentally friendly wallpaper, visitors can fully perceive the details of the building in the model room. Zhou Yanmin, a professor at the School of Architecture of Tsinghua University, personally led a team to analyze the aging housing: When China enters an aging society, how can developers pay attention to the elderly population through humanized design in the project? For example, the idea of installing handrails in the bathroom, the movable operating table in the kitchen and the independent bed in the bedroom all make professional visitors feel refreshed. Hundreds of media, such as CCTV and Beijing TV, reported a lot on the "low-carbon concept" of "2009CIHAF China Pavilion".
"CIHAF China House, a public welfare project, can put forward" low-carbon building and ecological residence "at this time, which is undoubtedly at the forefront of the industry. However, in the future, it is necessary to integrate more strength and high-quality resources in the industry and spare no effort to actively appeal for the industry to achieve low-carbon development. " Li Dexiang, Dean of the Green Building Engineering Design Institute of Tsinghua University Architectural Design and Research Institute, expressed his appreciation for the project and raised expectations at the same time, which became the direction of the team of "CIHAF China House".
"CIHAF China House" project team hopes that the upstream and downstream of the real estate industry can participate. Vanke Group has taken the lead in becoming the initiator of China House, and more and more research institutions, real estate enterprises and parts suppliers have responded positively. We also look forward to the transformation of "CIHAF China House" from a model house to a project entity.
The establishment of China Residential Low-carbon Development Alliance makes this expectation possible. When representatives of China Merchants Property, Shi Lang Property, Haier Property, China Shipping Property, Shang Feng Property, Vanke Group and Fangshan Group joined hands with the heads of Beixin Group, CSG Group, Zhuobao Waterproof, Kone Elevator and other parts enterprises, they added handprints representing green leaves to the tree of hope pattern on the huge background board of "2009CIHAF China House".
Provide solutions according to local conditions, do a good job in the research and promotion of low-carbon buildings, "2009CIHAF China House" will become a spark in the development process of low-carbon buildings, and will undoubtedly start a prairie fire!
1. Views on various new energy sub-sectors and judgments on investment opportunities? Which sub-sectors and companies can directly benefit from the low-carbon economic policies introduced by China for some time?
We are relatively optimistic about energy efficiency improvement, electric vehicles, clean utilization of coal, carbon capture and storage, nuclear energy and renewable energy.
Electric vehicles: In the next few years, millions of electric vehicles will be put into use in China and the United States. Based on the huge investment of China and the United States in the field of electric vehicles, the two governments announced joint demonstration projects in more than a dozen cities, and worked hard to formulate the same technical standards to promote the rapid growth of this industry. We think these cooperation may include (1) common products and safety standards for electric (or hybrid) vehicles, battery packs and charging stations, (2) financing for infrastructure construction; (3) Trade policy support to protect the global clean car supply chain.
Carbon capture and storage (CCS) and clean coal power generation: The two sides agreed to promote cooperation in large-scale demonstration projects of carbon capture and storage, and immediately start the development, utilization, promotion and transfer of carbon capture and storage technology, and commit themselves to technical cooperation in clean coal utilization. We believe that IGCC clean coal-fired power generation technology can reduce the cost of CCS to half that of ordinary coal-fired power plants, and will become the mainstream mode of coal-fired power generation industry in the future. If the technological advantages and experience of the United States are combined with China's equipment manufacturing capacity, the cheapest emission reduction results will be achieved, and low-cost carbon capture technology will surely emerge through cooperation.
Nuclear power: The two sides agreed to consult each other and use nuclear energy peacefully. China and the United States are both big countries in the use of nuclear energy, and nuclear power can best replace coal-fired power generation in the short term. In the future, technology introduction, cooperation, joint venture and trade between China and the United States will be strengthened.
Renewable energy: The start of the Sino-US renewable energy partnership will lay the foundation for the large-scale utilization of wind energy, solar energy, advanced biofuels and modern power grids, and cooperate to design and implement the policies and technical means needed to realize this vision. In addition, renewable energy is inseparable from the intelligence of large power grids. I believe that in the field of smart grid, China and the United States will carry out the most extensive cooperation in IT technology, new materials, automation, smart meters, as well as technical standardization, technology and physical trade.
2. Views on low-carbon upgrading of traditional industries and exploration of investment opportunities?
For the first time, the government of China made a clear commitment to reduce emissions. With the increasing pressure of emission reduction, China's economic development mode and people's lifestyle will undergo profound changes. Low-carbon economy will promote the rapid development of new energy-saving building materials such as gypsum board, hollow and Low-E glass, plastic-steel doors and windows, wood-based panels and glass fiber. In addition, forestry that absorbs carbon and rail transit that reduces carbon emissions also have good investment opportunities.
3. How to judge the impact of carbon tariffs on trade forms?
Carbon tariff generally refers to the carbon dioxide emission tariff levied on imported products with high energy consumption. From a certain point of view, developed countries rely on advanced environmental protection technology to set special standards to prevent products from other countries from entering their own markets, thus protecting their own trade. At the same time, the deeper purpose is to find the next economic growth point leading the world economic trend and consolidate its dominant position in the future green economy with low carbon as the core, which is also a "strategic card" played by western countries based on medium and long-term development. At the same time, balancing developing countries, including China, is also the purpose of implementing carbon tariffs. China will take measures to levy, and it is expected that the launch time will not wait too long, but the initial levy may be moderate.
4. Compared with foreign countries, what do you think of China's current policy support for low-carbon economy? What are your expectations for China's new energy policy in the future?
There is no doubt that China's support for low-carbon economic policies is higher than that of the United States. In fact, the emission reduction plan formulated by the United States is not difficult, but China still needs to work hard to achieve it. Therefore, in the later stage of formulating new energy policies, a number of documents, including the revitalization plan of new energy industry and the benchmark electricity price of photovoltaic grid connection, are expected to be issued early next year.
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China Merchants Fund has always favored the new energy sector.
In May this year, China Merchants Fund and CCTV held the "New Energy Industry Investment Forum". At the forum, orient securities, Haitong Securities (17.66, 0.2 1. 1.20%), China Merchants Securities (3 1.22, -0.22, -0.70%), Industrial Securities and Hongyuan Securities.
Chen Zhe, deputy general manager of China Merchants Fund, explained that from the perspective of investment prospects, it is more likely that the domestic economy will continue to maintain stable development in the future. Therefore, while grasping the industry development trend and market fluctuation, scientifically allocating industry assets will help bring stable excess returns to the fund.
Observing the asset allocation of various funds under China Merchants Fund, we will find a large number of new energy stocks. Among the top ten shareholding lists, the number of new energy stocks accounts for about 20% of China Merchants Equity Funds. According to wind's statistics, as of June165438+1October 18, 124 new energy concept stocks had an average annual increase much higher than the three major indexes.
According to reports, the China Merchants Small and Medium-sized Stock Fund 165438, which will be issued on June 24, also regards the new energy sector as one of the important investment lines.
Because new energy concept stocks are widely concerned, many stocks are highly valued, so stock selection is particularly important. It is worth mentioning that Zhang Li and Zhou Dexin, two proposed fund managers of China Merchants Small and Medium-sized Fund, have a profound research background.