2021年3季度，电力行业政策环境持续优化。一是电力行业监管工作持续推进，覆盖电力业务许可管理全过程的监管制度体系基本形成。二是分时电价机制进一步完善，有利于服务以新能源为主体的新型电力系统建设。三是加快推动新型储能发展的指导意见出台，给行业带来巨大信心。四是开展可再生能源发电项目开发建设按月调度的通知公布，确保实现全年开发建设目标。

全国碳市场开启，低碳产业和碳市场相关业务迎来投资机会；建议关注清洁能源技术、碳监测等业务的相关公司；电价上涨有利于提高电厂的业绩，推荐中国核电、长江电力、国投电力、三峡能源、申能股份。

There was near-100% compliance toward fleet average fuel economy and emissions. Almost all OEMs met CO2 and fuel-economy targets in the EU and US. All except VW accumulated credits and doubled EV sales in H2 2020 in the EU. VW missed out on its targets by 0.5g/km, resulting in fines of more than €100 million at the rate of €95 per gram of CO2/km above the target. 2 Downsizing and boosting were on the rise. While boosting is most prevalent in the EU, other regions across the globe are now seeing increased penetration. Boosting technology is now subjected to electrification with electrified supercharger or turbocharger, specifically in premium segments, for further optimization of downsizing and energy recovery.

自今年3 月份以来，碳达峰碳中和“1+N”政策体系被官方多次提及，此 次《意见》作为其中的“1”正式发布。《意见》从顶层设计上明确了做好 碳达峰碳中和工作的主要目标、减碳路径措施及相关配套措施，为日后碳 达峰碳中和行动方案、各重点领域及行业政策措施和行动提供政策支撑。

事件：10 月24 日，《中共中央 国务院关于完整准确全面贯彻新发展理 念做好碳达峰碳中和工作的意见》发布。 重要顶层设计文件，中央层面实现双碳目标的总体部署。双碳目标是我 国的重大战略决策，与发达国家对比我国实现碳达峰碳中和时间紧任务 重，同时仍需协调经济发展和民生改善。本次文件的出台是中央层面对 碳达峰碳中和这项重大工作的系统谋划和总体部署，进一步提出主要目 标，明确重点任务和实施路径，对完成碳达峰碳中和任务具有重大意义。

2021 年10 月21 日，国家发展改革委、工业和信息化部、生态环境部、 市场监管总局、国家能源局联合发布《关于严格能效约束推动重点领域 节能降碳的若干意见》，同时根据意见制定了《石化化工重点行业严格能 效约束推动节能降碳行动方案（2021-2025 年）》。

我们跟踪的154 只环保及公用行业股票，本周跑输上证指数 2.28 个百分点，年初至今跑赢上证指数13.85 个百分点。本周 文山电力、川能动力、闽东电力分别上涨61.18%、22.57%、 19.23%，表现较好；赣能股份、启迪环境、中环装备分别下跌 11.50%、10.04%、9.12%，表现较差。

9 月以来，全球缺电、缺气、缺煤现象愈演愈烈。欧洲各国电价飙升，中国 前期多地拉闸限电，严重影响企业生产和居民生活。 天然气、劢力煤价格一度涨至2019 年同期的4、5 倍，国际油价也创7 年以 来新高。市场担忧1970 年代的“能源危机”和“大滞胀”再临。

The report discusses different types of industrial refrigeration systems and components used for various applications. Industrial refrigeration systems are used for massive freezing and refrigeration plants that are usually involved in food & beverage processing, cold storage, and others. They are also used in the manufacturing industry. The industrial refrigeration market is segmented into offering, component, refrigerant type, application, type and region. On the basis of offering, the market is divided into industrial refrigerator and component. By component, it is segregated into compressor, condenser, evaporator, control, others. Depending on refrigerant type, it is classified into ammonia, carbon dioxide, hydroflurocarbon and others.

Gas meter is used to measure gas usage in residential, industrial, and commercial areas. The report focuses on two kind of gas meters, which include traditional gas meter and smart gas meter. The traditional gas meters only measure gas usage, whereas smart gas meters are responsible for prevention of gas leakage along with gas measurement. Moreover, the report analyzes the current market trends of gas meter in different geographies and suggests the future growth opportunities by analyzing government regulations & policies. The report covers profiles of the key industry participants in the gas meter market such as General Electric, Itron, Elster, Landis+Gyr, ABB, Aclara, and Badger Meter. To understand the market, the drivers, restraints, and opportunities are explained in the report. Furthermore, the key strategies adopted by the potential market leaders such as expansion, mergers, and acquisition to facilitate effective planning are discussed under the scope of the report.