专题研究报告：ESG投资视角下两会政策解读

202535 35 -20252024,,,,  ：（8610）80927695：wangxinyue_yj@chinastock.com.cn分析师登记编码：S0130522040003 E-2025202420251.2.3. S-202520241.2.3. G-“”2025,6G Catalog -.................................................................................................................................................3E-............................................................................................................................3S-...............................................................................................................................................4G-..................................................................................................................................................5......................................................................................................................................................................................7 - 20252024 202520244%1.3300050004.4500011.862.9 , ‘’,,,“”“”, E- 20252025 “” 20242025 1.“——————” 2. 3. 20255 1. 2. 3.20242025 4.“” 5. 资料来源：中国银河证券研究院 S- 20252024 1. 305 20 2. 3. G- 2025 2025,202520253000“”7350 2025A ,6G DeepseekDeepseek35%62%8% ESGESGESG 0755-83471683 chengxi_yj@chinastock.com.cn0755-83479312 suyiyun_yj@chinastock.com.cn021-60387901 luyunru_yj@chinastock.com.cn021-20252671 liyangyang_yj@chinastock.com.cn010-80927721 tianwei@chinastock.com.cn010-80927755 chuying_yj@chinastock.com.cn 308820993181www.chinastock.com.cn