Under the background of "dual carbon", what do petrochemical industry investment favors?

In the context of "dual carbon", the petrochemical industry has accelerated the pace of green transformation, and it is bound to face many challenges in cost, technology, and alternative energy competition, but at the same time it also breeds huge opportunities

Capital favors companies with high ESG scores

Green development is a new growth point for the petrochemical industry in the future

According to Dr.

In Dr.

"Especially in the oil and gas and chemical industries, companies that conform to the sustainable development orientation will receive more attention and support from the capital market

New energy and new materials become investment hotspots

In the context of green, low-carbon transformation and high-quality development, what are the investment opportunities and hot spots in the petrochemical industry?

Zhao Zhiping, deputy secretary and deputy secretary-general of the China Petroleum and Chemical Industry Federation, believes that carbon neutrality and "dual cycle" will give rise to new opportunities for industry investment

"Under the background of'dual carbon', petrochemical companies are facing opportunities in the decarbonization of their own production capacity, recycling and resource utilization, waste management, plastics, and empowering downstream industries,

　　"Low-carbon economy and renewable energy are the biggest outlets in the next 10 years, and the new chemical materials that most support the rapid development of (renewable) new energy will usher in rapid development

　　High-end new materials track attracts institutional attention

　　In the capital market, many institutions are also optimistic about new energy and new materials and other related tracks

　　Chuanliu Capital is an investment institution focusing on new materials.

　　"Our annual investment direction will be adjusted appropriately according to the environment and industry conditions, and the most important thing is to weigh the cost-effectiveness of the investment enterprise

　　Qiu Xiaofeng, managing director of the petrochemical industry of CICC, believes that advanced application scenarios such as electric vehicles, photovoltaics, semiconductors, display panels, and 5G will be transferred to China to lay the foundation for the development of upstream supporting materials

　　"In industrial investment, we pay more attention to some long-term, relatively new tracks, and there are also leading companies that collaborate with the group industry

　　According to reports, Sinopec Capital invested in Hisun Biotech, a domestic company that has achieved global breakthroughs in polylactic acid technology

　　The reporter understands that Huatai Securities and CITIC Securities are also optimistic about the photovoltaic, wind power, new energy and new materials, and renewable materials