According to a research report from CITIC Securities, zero-carbon parks have been highlighted in national-level strategic plans three times over the past two months, accompanied by a steady stream of local policy initiatives that have progressively elevated their strategic significance. Presently, the first cohort of national-level zero-carbon parks has commenced construction, with 32 parks initiating public tenders for projects. These tenders are primarily centered around planning and design, underscoring the early-stage focus on establishing a solid foundation for sustainable development.

The flurry of policy announcements and tender information serves as a clear indicator that the construction of zero-carbon parks is now in full swing. It is anticipated that by the year's end, the majority of these parks will have finalized their planning and will embark on large-scale tenders for low-carbon infrastructure projects. These projects encompass a wide range of initiatives, including direct green power connections, energy and carbon management systems, and energy-efficient renovations. Notably, the investment scale for direct green power connections in national-level zero-carbon parks is projected to reach RMB 400 billion, a staggering fivefold increase compared to the scale of existing projects.

Against this backdrop, the report underscores the importance of closely monitoring high-quality enterprises operating in sectors such as new energy equipment, grid-forming energy storage, power grid ancillary equipment, energy and carbon management platforms, virtual power plants, and integrated energy services. These enterprises are poised to play a pivotal role in driving the zero-carbon park construction agenda forward and are likely to benefit significantly from the burgeoning market opportunities.