In the short term, new energy infrastructure is an important part of steady growth. The Central Economic Work Conference pointed out that the general tone of development this year is to strive for progress while maintaining stability, and steady growth has become the top priority. By analyzing the troika that drives economic growth, weak consumption and weak exports are the general trends in 2022. Especially with the "flu-like" new epidemic abroad, China will fall into "the dilemma that the open medical system is unbearable and the reservation will face export growth", which may become an "isolated island of epidemic prevention" in the changing global epidemic situation, and the "epidemic dividend" supporting the sharp increase of 202 1 export will also be realized. At the same time, the downward pressure on the economy is superimposed on the epidemic prevention and control policy, and it is difficult for residents' consumption to achieve rapid growth. Therefore, the economy can only be driven by investment, and real estate investment can no longer be used, and it is difficult for manufacturing investment to make a big improvement. Infrastructure investment will become the backbone of the girder. From the historical experience, after the central government put forward the goal of steady growth, infrastructure investment will inevitably become the most important ballast stone, with a substantial increase. In all infrastructure fields, new energy infrastructure is bound to become one of the most attractive sectors because it conforms to the policy orientation of "double carbon" and meets the demand of energy supply, and shoulders the dual responsibilities of steady growth and structural adjustment.
In the medium and long term, the "double carbon" strategy has become a major global strategy and an unstoppable historical prospect for any country and anyone. For China, promoting the process of "double carbon" is not only the need to fulfill the responsibility of a big country, but also the need to improve the quality of development and achieve more sustainable development. The current downward pressure on the economy and energy shortage will only change the strategy of promoting the process of "double carbon" and will never reverse the trend of finally realizing "double carbon". Therefore, it is imperative to increase new energy infrastructure. On the one hand, it can directly stimulate investment and stabilize growth; On the other hand, it can also ensure energy supply and provide sufficient "food" for economic growth; At the same time, it can optimize the energy structure and promote the green and low-carbon transformation of the economy. It can be described as "killing three birds with one arrow", which will be regarded as a sword and become an important support for China to achieve high-quality development in its new journey.
In addition to broad development prospects, another important reason for new energy infrastructure as an excellent investment track is that new energy infrastructure has high financial barriers, technical barriers and resource barriers, showing a pattern of strong and strong, and it is not easy to have rapid expansion of production capacity and serious excess. Suitable as a long-term investment direction, don't worry about technology iteration or enterprise elimination. In this field, China Power Construction and China Nengjian, as the TOP2 of global new energy construction, are excellent targets worthy of long-term tracking and value investment.