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在过去的2009年,“低碳”无疑是全球经济最火的词语之一。无论是从哥本哈根会议,还是到奥巴马的访华,都把“低碳”、“新能源”作为了最重要的商讨议题。在全球经济一片低迷的时期,“低碳”承载着我们对于未来生活方式的美好愿望,引领着我们再次看到了经济复苏的曙光。同样,“低碳”也成为了2010年两会的热点话题。随着九三学社中央提出的《关于推动我国经济社会低碳发展的建议》成为今年政协的一号提案,投资者对于低碳概念的做多热情也再次被点燃。通常意义上的低碳概念包括两个方面:一是以太阳能、风能和核能为主的新能源产业;二是作为新能源平台以及节能降耗的智能电网。而落实到操作层面,作为低碳概念中最先启动的新能源板块,似乎对投资者又有着更多的想象空间。
In the past 2009, “low carbon” is undoubtedly one of the hottest words in the global economy. No matter from the Copenhagen conference or the visit to China by Obama, both “low carbon” and “new energy” are the most important topics for discussion. In the downturn of the global economy, “low carbon” carries our good wishes for the future life style and leads us once again to see the dawn of economic recovery. Similarly, “Low Carbon ” has also become a hot topic in 2010 two sessions. With the proposal made by the Central Government of Jiu San Society on “promoting China’s low-carbon economic and social development” as the first proposal of the CPPCC this year, investors are once again ignited by their enthusiasm for making low-carbon concepts. The common sense of low-carbon concept includes two aspects: First, solar energy, wind power and nuclear energy-based new energy industry; the second is as a new energy platform and energy-saving smart grid. The implementation of the operational level, as the concept of low-carbon first start of the new energy sector, it seems that investors have more room for imagination.