Contents
1. Hot Topic Background
2. Two Sessions Buzzwords
3. Fellow Investor Perspectives
4. Institutional Perspectives
1. Hot Topic Background
The start of every year is marked by the Two Sessions, with the fourth session of the 13th National Committee of the Chinese People's Political Consultative Conference and the fourth session of the 13th National People's Congress convening on March 4th and 5th, respectively. Around the time of the Two Sessions each year, the market experiences a wave of 'Two Sessions buzzwords.' These buzzwords fall into two categories: perennial topics that remain similar year after year, and new themes aligned with key national development areas. Core issues have the potential to become market investment indicators, with investors often taking positions in advance, waiting for hot topics to gain traction.
This year marks the opening year of the 14th Five-Year Plan, making the Two Sessions especially noteworthy! Popular Girl will take you through the 'Two Sessions buzzwords' circulating within the investor community.
2. Two Sessions Buzzwords
Buzzword No. 1: Carbon Neutrality & Carbon Peak
'Carbon neutrality' and 'carbon peak' have emerged as definitive central themes.
'Carbon peak' refers to the point at which carbon dioxide emissions reach their highest level and then begin to decline. 'Carbon neutrality' involves offsetting one’s own carbon dioxide emissions through measures such as afforestation and energy conservation within a certain period, achieving 'zero carbon dioxide emissions.' China has pledged to 'strive to peak carbon dioxide emissions before 2030 and aim to achieve carbon neutrality before 2060.' In recent trading sessions, 'carbon neutrality' has gained significant momentum, driving related sectors such as photovoltaics, wind energy, ultra-high voltage, and environmental protection higher.
Buzzword No. 2: Technological Innovation & Self-Reliance
'Technological innovation' and 'independence...