港股概念追踪|传统“反内卷”重塑格局水泥去产能进程有望加速（附概念股）

智通财经2025-12-04

11月28日，生态环境部召开11月例行新闻发布会，生态环境部新闻发言人裴晓菲表示，近日生态环境部印发《2024、2025年度全国碳排放权交易市场钢铁、水泥、铝冶炼行业配额总量和分配方案》。《配额方案》充分借鉴发电行业的成熟经验，延续基于碳排放强度控制的免费配额分配核心框架，按照类似“体验期”式的定位，充分考虑宏观经济形势等因素，树立“激励先进、鞭策落后”的鲜明政策导向，企业的配额量与其实际产出量...

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港股概念追踪|传统“反内卷”重塑格局 水泥去产能进程有望加速（附概念股）

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港股概念追踪|传统“反内卷”重塑格局水泥去产能进程有望加速（附概念股）