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投资要点:1、“领跑者计划”提出,利好家电龙头企业。2、国内高温范围持续扩大,暑热天气有望刺激空调销售。5月26日,国务院办公厅印发《关于2014-2015年节能减排低碳发展行动方案的通知》。其中,在积极推行市场化节能减排机制中提到“实施能效领跑者制度”。目前“领跑者计划”相关补贴方案拟以选定的高能效产品作为基准,选取符合基准的企业或产品进
Investment points: 1, “Top Runner Plan ” proposed, good home appliances leading enterprises. 2, the domestic high temperature range continues to expand, hot weather is expected to stimulate air-conditioning sales. On May 26, the General Office of the State Council issued the Circular on the Action Plan for Energy Conservation and Emission Reduction in Low-Carbon Development 2014-2015. Among them, in the active implementation of market-oriented energy-saving emission reduction mechanism mentioned in the “implementation of energy efficiency front runner system.” At present, the “Top Runner Scheme” subsidy program to be selected based on energy-efficient products, select the benchmark for the enterprise or product into