BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//Catalyst Calendar//CN-US Event Research//ZH
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:Catalyst Calendar
X-WR-CALDESC:Market-moving event research, reminders and post-event review.
BEGIN:VEVENT
UID:evt-ndrc-2026-key-industries-energy-carbon-retrofit-action@catalyst-calendar.local
DTSTAMP:20260720T200648Z
DTSTART:20260701T010000Z
DTEND:20260701T013000Z
SUMMARY:九大重点行业节能降碳改造攻坚三年行动落地窗口
DESCRIPTION:国家发改委等五部门明确自2026年起对钢铁、电解铝、水泥、平板玻璃、炼油、乙烯、合成氨、甲醇、煤电等九大行业实施三年节能降碳改造，影响高耗能周期行业供给约束、资本开支和落后产能退出预期。\\nImpact score: 77\\nExpected: 供给侧约束、技改资本开支、落后产能退出和高耗能行业成本曲线可能被重新定价。\\nAffected: 600019.SH(subject\, mixed\, score 72)\; 601600.SH(subject\, mixed\, score 74)\; 0914.HK(subject\, mixed\, score 70)\; 600900.SH(peer\, mixed\, score 58)\; 510050.SH(macro_beta\, mixed\, score 62)\\nSources: 国家发改委通知: https://www.ndrc.gov.cn/xxgk/zcfb/tz/202606/t20260615_1405852.html\\n国家发改委政策解读: https://www.ndrc.gov.cn/xxgk/jd/jd/202606/t20260615_1405864.html\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-ndrc-2026-key-industries-energy-carbon-retrofit-action
CATEGORIES:policy\,CN\,节能降碳\,钢铁\,电解铝\,水泥\,煤电
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: 九大重点行业节能降碳改造攻坚三年行动落地窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: 九大重点行业节能降碳改造攻坚三年行动落地窗口
END:VALARM
END:VEVENT
END:VCALENDAR