智通財經APP獲悉(xi)，中(zhong)(zhong)(zhong)信證(zheng)券發(fa)(fa)布研(yan)報稱，10月24日中(zhong)(zhong)(zhong)共中(zhong)(zhong)(zhong)央(yang)、國務(wu)院印(yin)發(fa)(fa)《關(guan)于完整準確全面貫(guan)徹新發(fa)(fa)展理念做(zuo)好碳(tan)達峰(feng)碳(tan)中(zhong)(zhong)(zhong)和工(gong)(gong)(gong)作的(de)意見》、《2030年前碳(tan)達峰(feng)行(xing)動方案》，標志著碳(tan)達峰(feng)、碳(tan)中(zhong)(zhong)(zhong)和“1+N”政策體系頂層設計出臺。中(zhong)(zhong)(zhong)信認為碳(tan)達峰(feng)、碳(tan)中(zhong)(zhong)(zhong)和對于石(shi)化化工(gong)(gong)(gong)行(xing)業既是挑戰亦是機遇，中(zhong)(zhong)(zhong)長(chang)期來看，建議把(ba)握以下主線及相關(guan)標的(de)：1)長(chang)期清潔能源大發(fa)(fa)展，中(zhong)(zhong)(zhong)期天然氣需求持續增長(chang)，清潔能源相關(guan)材料供(gong)應商;2)各細分子(zi)行(xing)業的(de)高碳(tan)排放效率龍頭有望強(qiang)者恒(heng)強(qiang);3)工(gong)(gong)(gong)業節能產業鏈前景廣闊。