Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions

CNBC2021-03-31

China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...

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21Clifton
·2021-03-31
I love tiger trade!
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jamjam
·2021-03-31
Please like and comment below. Do you love tiger trade?
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- Bibop:
  Free trade is what i love
  2021-03-31
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SamSung
·2021-03-31
Nice
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1
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MicroStrategist
·2021-03-31
One minute they want to delist Chinese counters next they want you to buy some. Wtf
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- diggydog:
  LOL so true
  2021-03-31
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LennartM
·2021-03-31
like and comment please
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- Paulyang:
  Sure bro
  2021-04-03
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- SamSung:
  ok
  2021-03-31
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gabrielteo
·2021-03-31
Yes.. listen to CNBC about china..[開心]
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Tysonkoh
·2021-03-31
U must be joking
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Leongny
·2021-03-31
Like and comment please. [得意]
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- Bll:
  ???
  2021-04-11
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- SamSungReplying toLennartM:
  ok
  2021-03-31
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- LennartM:
  do same please done
  2021-03-31
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SiniS
·2021-03-31
Like & comments pls. Thx!
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- LennartM:
  okay do same please
  2021-03-31
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- Leongny:
  Done
  2021-03-31
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Shifeng
·2021-03-31
Baosteel looks good.
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EzzyDibz
·2021-03-31
Like and comment please!! Thanks!
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5
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- LennartM:
  okay done
  2021-03-31
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- ___ _:
  [爱你]
  2021-03-31
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Minion
·2021-03-31
Crazy hype
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2
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Jseah
·2021-03-31
Woah
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Zarkness
·2021-03-31
Pls help to like and comment. Thanks and good luck for you :))
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- LennartM:
  okay
  2021-03-31
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- Rep:
  like and comment too
  2021-03-31
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shaunlohloh
·2021-03-31
Comment & like pls
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- shaunlohloh:
  Thank you! Done!
  2021-03-31
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- RepReplying toLennartM:
  thanks
  2021-03-31
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- LennartM:
  done do same please
  2021-03-31
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Limth
·2021-03-31
Good news
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Otahman
·2021-03-31
Like n comment pls
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- Zarkness:
  Liked. reply and continue the fun!
  2021-03-31
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GoG
·2021-03-31
Nice
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MarketPulse
·2021-03-31
Morgan Stanley just loss billions due to Archegos capital? Still can trust them?!?
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href=https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"600019","symbol_name":"宝钢股份","start_time":0,"source_url":"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html","article_id":"1154884109","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/ac3656ba1221fbf9a0c736d426894014"],"rights":{"source":"cnbc_highlight","url":"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.ArticleHeader-headline{#titleStyle#}a{#lv2TextColor#}.ArticleHeader-time, .Author-authorNameAndSocial a{#sourceStyle#;}","selectors":".PageBuilder-pageWrapper","filters":".ArticleHeader-eyebrow, 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\"Th","collect":0,"end_time":0,"defaultTopTitle":"cnbc.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"600019":"宝钢股份","600516":"方大炭素","ACH":"中国铝业","AA":"美国铝业"},"translate_title":"《摩根士丹利》选出5只在中国减排后可能获得提振的股票","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600019":0.9,"600516":0.9,"AA":0.9,"ACH":0.9},"content_text":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"The targets are not just for one city or one province, they are at the national level and are likely to be carried out in both the near term and longer term.\"Morgan Stanley's top picks included these five stocks, and two of them are listed in the U.S:ChalcoChina's role as a major supplier of steel and aluminum means production cuts by Beijing will significantly affect global supply and demand for these commodities.The Hong Kong-traded shares ofChalco— also known as Aluminum Corporation of China — will benefit from higher aluminum prices as demand continues to grow while supply is crimped.\"Because of the decarbonization measures, we expect China's aluminum supply growth will be slower than demand growth in the medium term,\" the analysts said.Government limits on production will lower supply, while manufacturing and growth of solar power and electric vehicles will sustain demand for aluminum, the report said.BaosteelBaoshan Iron & Steel, orBaosteel, produces flat steel, one of the industries that's come under intense government scrutiny for carbon emissions.Authorities have recentlyordered cuts at a steel production hub in Hebei province called Tangshan city,the analysts pointed out. They estimate steel mills there will cut production by 20% to 30% in 2021, causing a drop in domestic supply.\"Tangshan's production cut will mainly affect flat products, so flat steel prices will get strong support,\" said the analysts, who have been closely following the emissions cuts at Tangshan.Meanwhile, \"Baosteel has very good emission control practice,\" giving the company a competitive edge against peers like Tangshan, the report said.FangDa CarbonFangDa Carbonis the only publicly listed Chinese graphite electrode producer and will likely benefit from higher demand for the material, which is used inelectrical arc furnace (EAF) production of steel.\"The longer-term demand outlook is very positive — we expect more blast furnace capacity to switch to EAF in the long term,\" said the Morgan Stanley report. The analysts expect EAF's share of China's total steel capacity will rise to 20% by 2025, up from 12% currently.ArcelorMittalArcelorMittalis Morgan Stanley's \"favourite play on continued strength in steel margins given its diversified and global footprint,\" the analysts said.In addition, the company recently concluded two deals that are positive for earnings growth as they improve the cost position and carbon intensity of the business.Also, \"the formal introduction of a dividend policy that links dividends to free cash flows should provide comfort around a disciplined allocation of capital,\" Morgan Stanley said.AlcoaGlobal aluminum giantAlcoais \"well positioned to benefit from a constructive outlook for aluminum, supported by China's supply-side reform.\"The analysts expect Alcoa's assets to accelerate generation of free cash flow, \"leading to more significant shareholder returns.\"Risks aheadWhile Beijing might be clamping down on carbon emissions in some industries, it's less clear how serious the country is nationwide.Last year, China built more than three times as much new coal power capacity as the rest of the world, according to analysis from U.S.-based Global Energy Monitor. That's about the same as more than one large coal plant a week,the report said.Morgan Stanley acknowledged that skepticism surrounds China's sustainability goals but said their analysis finds \"many signs suggesting that this could be a more structural change that will reshape global commodities markets.\"Still, some risks remain.The investment bank cautioned that China could stop its efforts to cut carbon emissions due to rising costs and inflation. The analysts also said that tighter monetary policy could weaken China's demand for commodities, and the coronavirus pandemic could decrease global demand.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":354530873,"gmtCreate":1617185528092,"gmtModify":1704696932349,"author":{"id":"3546599737343263","authorId":"3546599737343263","name":"21Clifton","avatar":"https://static.tigerbbs.com/5abcb50c876dfc33f477e9a005a11bcd","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3546599737343263","authorIdStr":"3546599737343263"},"htmlText":"I love tiger trade!","listText":"I love tiger trade!","text":"I love tiger trade!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354530873","repostId":1154884109,"repostType":4,"repost":{"id":"1154884109","kind":"news","pubTimestamp":1617160413,"share":"https://ttm.financial/m/news/1154884109?lang=&edition=fundamental","pubTime":"2021-03-31 11:13","market":"sh","language":"en","title":"Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions","url":"https://stock-news.laohu8.com/highlight/detail?id=1154884109","media":"CNBC","summary":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"Th","content":"<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley picks 5 stocks that could get a boost if China cuts emissions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-31 11:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac3656ba1221fbf9a0c736d426894014","relate_stocks":{"600019":"宝钢股份","600516":"方大炭素","AA":"美国铝业","ACH":"中国铝业"},"source_url":"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1154884109","content_text":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"The targets are not just for one city or one province, they are at the national level and are likely to be carried out in both the near term and longer term.\"Morgan Stanley's top picks included these five stocks, and two of them are listed in the U.S:ChalcoChina's role as a major supplier of steel and aluminum means production cuts by Beijing will significantly affect global supply and demand for these commodities.The Hong Kong-traded shares ofChalco— also known as Aluminum Corporation of China — will benefit from higher aluminum prices as demand continues to grow while supply is crimped.\"Because of the decarbonization measures, we expect China's aluminum supply growth will be slower than demand growth in the medium term,\" the analysts said.Government limits on production will lower supply, while manufacturing and growth of solar power and electric vehicles will sustain demand for aluminum, the report said.BaosteelBaoshan Iron & Steel, orBaosteel, produces flat steel, one of the industries that's come under intense government scrutiny for carbon emissions.Authorities have recentlyordered cuts at a steel production hub in Hebei province called Tangshan city,the analysts pointed out. They estimate steel mills there will cut production by 20% to 30% in 2021, causing a drop in domestic supply.\"Tangshan's production cut will mainly affect flat products, so flat steel prices will get strong support,\" said the analysts, who have been closely following the emissions cuts at Tangshan.Meanwhile, \"Baosteel has very good emission control practice,\" giving the company a competitive edge against peers like Tangshan, the report said.FangDa CarbonFangDa Carbonis the only publicly listed Chinese graphite electrode producer and will likely benefit from higher demand for the material, which is used inelectrical arc furnace (EAF) production of steel.\"The longer-term demand outlook is very positive — we expect more blast furnace capacity to switch to EAF in the long term,\" said the Morgan Stanley report. The analysts expect EAF's share of China's total steel capacity will rise to 20% by 2025, up from 12% currently.ArcelorMittalArcelorMittalis Morgan Stanley's \"favourite play on continued strength in steel margins given its diversified and global footprint,\" the analysts said.In addition, the company recently concluded two deals that are positive for earnings growth as they improve the cost position and carbon intensity of the business.Also, \"the formal introduction of a dividend policy that links dividends to free cash flows should provide comfort around a disciplined allocation of capital,\" Morgan Stanley said.AlcoaGlobal aluminum giantAlcoais \"well positioned to benefit from a constructive outlook for aluminum, supported by China's supply-side reform.\"The analysts expect Alcoa's assets to accelerate generation of free cash flow, \"leading to more significant shareholder returns.\"Risks aheadWhile Beijing might be clamping down on carbon emissions in some industries, it's less clear how serious the country is nationwide.Last year, China built more than three times as much new coal power capacity as the rest of the world, according to analysis from U.S.-based Global Energy Monitor. That's about the same as more than one large coal plant a week,the report said.Morgan Stanley acknowledged that skepticism surrounds China's sustainability goals but said their analysis finds \"many signs suggesting that this could be a more structural change that will reshape global commodities markets.\"Still, some risks remain.The investment bank cautioned that China could stop its efforts to cut carbon emissions due to rising costs and inflation. The analysts also said that tighter monetary policy could weaken China's demand for commodities, and the coronavirus pandemic could decrease global demand.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":354217543,"gmtCreate":1617178325082,"gmtModify":1704696833132,"author":{"id":"3559204036277229","authorId":"3559204036277229","name":"jamjam","avatar":"https://static.tigerbbs.com/6542201483b33e63d9036c1e565275b2","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":4,"crmLevelSwitch":1,"idStr":"3559204036277229","authorIdStr":"3559204036277229"},"htmlText":"Please like and comment below. Do you love tiger trade?","listText":"Please like and comment below. Do you love tiger trade?","text":"Please like and comment below. Do you love tiger trade?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/354217543","repostId":1154884109,"repostType":4,"repost":{"id":"1154884109","kind":"news","pubTimestamp":1617160413,"share":"https://ttm.financial/m/news/1154884109?lang=&edition=fundamental","pubTime":"2021-03-31 11:13","market":"sh","language":"en","title":"Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions","url":"https://stock-news.laohu8.com/highlight/detail?id=1154884109","media":"CNBC","summary":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"Th","content":"<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley picks 5 stocks that could get a boost if China cuts emissions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-31 11:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac3656ba1221fbf9a0c736d426894014","relate_stocks":{"600019":"宝钢股份","600516":"方大炭素","AA":"美国铝业","ACH":"中国铝业"},"source_url":"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1154884109","content_text":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"The targets are not just for one city or one province, they are at the national level and are likely to be carried out in both the near term and longer term.\"Morgan Stanley's top picks included these five stocks, and two of them are listed in the U.S:ChalcoChina's role as a major supplier of steel and aluminum means production cuts by Beijing will significantly affect global supply and demand for these commodities.The Hong Kong-traded shares ofChalco— also known as Aluminum Corporation of China — will benefit from higher aluminum prices as demand continues to grow while supply is crimped.\"Because of the decarbonization measures, we expect China's aluminum supply growth will be slower than demand growth in the medium term,\" the analysts said.Government limits on production will lower supply, while manufacturing and growth of solar power and electric vehicles will sustain demand for aluminum, the report said.BaosteelBaoshan Iron & Steel, orBaosteel, produces flat steel, one of the industries that's come under intense government scrutiny for carbon emissions.Authorities have recentlyordered cuts at a steel production hub in Hebei province called Tangshan city,the analysts pointed out. They estimate steel mills there will cut production by 20% to 30% in 2021, causing a drop in domestic supply.\"Tangshan's production cut will mainly affect flat products, so flat steel prices will get strong support,\" said the analysts, who have been closely following the emissions cuts at Tangshan.Meanwhile, \"Baosteel has very good emission control practice,\" giving the company a competitive edge against peers like Tangshan, the report said.FangDa CarbonFangDa Carbonis the only publicly listed Chinese graphite electrode producer and will likely benefit from higher demand for the material, which is used inelectrical arc furnace (EAF) production of steel.\"The longer-term demand outlook is very positive — we expect more blast furnace capacity to switch to EAF in the long term,\" said the Morgan Stanley report. The analysts expect EAF's share of China's total steel capacity will rise to 20% by 2025, up from 12% currently.ArcelorMittalArcelorMittalis Morgan Stanley's \"favourite play on continued strength in steel margins given its diversified and global footprint,\" the analysts said.In addition, the company recently concluded two deals that are positive for earnings growth as they improve the cost position and carbon intensity of the business.Also, \"the formal introduction of a dividend policy that links dividends to free cash flows should provide comfort around a disciplined allocation of capital,\" Morgan Stanley said.AlcoaGlobal aluminum giantAlcoais \"well positioned to benefit from a constructive outlook for aluminum, supported by China's supply-side reform.\"The analysts expect Alcoa's assets to accelerate generation of free cash flow, \"leading to more significant shareholder returns.\"Risks aheadWhile Beijing might be clamping down on carbon emissions in some industries, it's less clear how serious the country is nationwide.Last year, China built more than three times as much new coal power capacity as the rest of the world, according to analysis from U.S.-based Global Energy Monitor. That's about the same as more than one large coal plant a week,the report said.Morgan Stanley acknowledged that skepticism surrounds China's sustainability goals but said their analysis finds \"many signs suggesting that this could be a more structural change that will reshape global commodities markets.\"Still, some risks remain.The investment bank cautioned that China could stop its efforts to cut carbon emissions due to rising costs and inflation. The analysts also said that tighter monetary policy could weaken China's demand for commodities, and the coronavirus pandemic could decrease global demand.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3929108,"gmtCreate":1617179929913,"gmtModify":1680782419835,"authorId":3574823733614024,"author":{"id":3574823733614024,"idStr":"3574823733614024","authorId":3574823733614024,"name":"Bibop","avatar":"https://static.tigerbbs.com/5c9cf1e4cff885e3bf9913697004534b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":354217543,"type":1,"supId":0,"prevId":0,"content":"Free trade is what i love  ","text":"Free trade is what i love  ","html":"Free trade is what i love  "}],"langContent":"EN"},{"id":354235222,"gmtCreate":1617177221566,"gmtModify":1704696816714,"author":{"id":"3555277248554267","authorId":"3555277248554267","name":"SamSung","avatar":"https://static.tigerbbs.com/74e0941b4e395eefee06778997453b40","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3555277248554267","authorIdStr":"3555277248554267"},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354235222","repostId":1154884109,"repostType":4,"repost":{"id":"1154884109","kind":"news","pubTimestamp":1617160413,"share":"https://ttm.financial/m/news/1154884109?lang=&edition=fundamental","pubTime":"2021-03-31 11:13","market":"sh","language":"en","title":"Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions","url":"https://stock-news.laohu8.com/highlight/detail?id=1154884109","media":"CNBC","summary":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"Th","content":"<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley picks 5 stocks that could get a boost if China cuts emissions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-31 11:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac3656ba1221fbf9a0c736d426894014","relate_stocks":{"600019":"宝钢股份","600516":"方大炭素","AA":"美国铝业","ACH":"中国铝业"},"source_url":"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1154884109","content_text":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"The targets are not just for one city or one province, they are at the national level and are likely to be carried out in both the near term and longer term.\"Morgan Stanley's top picks included these five stocks, and two of them are listed in the U.S:ChalcoChina's role as a major supplier of steel and aluminum means production cuts by Beijing will significantly affect global supply and demand for these commodities.The Hong Kong-traded shares ofChalco— also known as Aluminum Corporation of China — will benefit from higher aluminum prices as demand continues to grow while supply is crimped.\"Because of the decarbonization measures, we expect China's aluminum supply growth will be slower than demand growth in the medium term,\" the analysts said.Government limits on production will lower supply, while manufacturing and growth of solar power and electric vehicles will sustain demand for aluminum, the report said.BaosteelBaoshan Iron & Steel, orBaosteel, produces flat steel, one of the industries that's come under intense government scrutiny for carbon emissions.Authorities have recentlyordered cuts at a steel production hub in Hebei province called Tangshan city,the analysts pointed out. They estimate steel mills there will cut production by 20% to 30% in 2021, causing a drop in domestic supply.\"Tangshan's production cut will mainly affect flat products, so flat steel prices will get strong support,\" said the analysts, who have been closely following the emissions cuts at Tangshan.Meanwhile, \"Baosteel has very good emission control practice,\" giving the company a competitive edge against peers like Tangshan, the report said.FangDa CarbonFangDa Carbonis the only publicly listed Chinese graphite electrode producer and will likely benefit from higher demand for the material, which is used inelectrical arc furnace (EAF) production of steel.\"The longer-term demand outlook is very positive — we expect more blast furnace capacity to switch to EAF in the long term,\" said the Morgan Stanley report. The analysts expect EAF's share of China's total steel capacity will rise to 20% by 2025, up from 12% currently.ArcelorMittalArcelorMittalis Morgan Stanley's \"favourite play on continued strength in steel margins given its diversified and global footprint,\" the analysts said.In addition, the company recently concluded two deals that are positive for earnings growth as they improve the cost position and carbon intensity of the business.Also, \"the formal introduction of a dividend policy that links dividends to free cash flows should provide comfort around a disciplined allocation of capital,\" Morgan Stanley said.AlcoaGlobal aluminum giantAlcoais \"well positioned to benefit from a constructive outlook for aluminum, supported by China's supply-side reform.\"The analysts expect Alcoa's assets to accelerate generation of free cash flow, \"leading to more significant shareholder returns.\"Risks aheadWhile Beijing might be clamping down on carbon emissions in some industries, it's less clear how serious the country is nationwide.Last year, China built more than three times as much new coal power capacity as the rest of the world, according to analysis from U.S.-based Global Energy Monitor. That's about the same as more than one large coal plant a week,the report said.Morgan Stanley acknowledged that skepticism surrounds China's sustainability goals but said their analysis finds \"many signs suggesting that this could be a more structural change that will reshape global commodities markets.\"Still, some risks remain.The investment bank cautioned that China could stop its efforts to cut carbon emissions due to rising costs and inflation. The analysts also said that tighter monetary policy could weaken China's demand for commodities, and the coronavirus pandemic could decrease global demand.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":354299270,"gmtCreate":1617175313090,"gmtModify":1704696794351,"author":{"id":"3561713422683896","authorId":"3561713422683896","name":"MicroStrategist","avatar":"https://community-static.tradeup.com/news/a1f9b1071e75ec59572f7ba9bbb0a4ed","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":2,"crmLevelSwitch":1,"idStr":"3561713422683896","authorIdStr":"3561713422683896"},"htmlText":"One minute they want to delist Chinese counters next they want you to buy some. Wtf","listText":"One minute they want to delist Chinese counters next they want you to buy some. Wtf","text":"One minute they want to delist Chinese counters next they want you to buy some. Wtf","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/354299270","repostId":1154884109,"repostType":4,"repost":{"id":"1154884109","kind":"news","pubTimestamp":1617160413,"share":"https://ttm.financial/m/news/1154884109?lang=&edition=fundamental","pubTime":"2021-03-31 11:13","market":"sh","language":"en","title":"Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions","url":"https://stock-news.laohu8.com/highlight/detail?id=1154884109","media":"CNBC","summary":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"Th","content":"<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley picks 5 stocks that could get a boost if China cuts emissions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-31 11:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac3656ba1221fbf9a0c736d426894014","relate_stocks":{"600019":"宝钢股份","600516":"方大炭素","AA":"美国铝业","ACH":"中国铝业"},"source_url":"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1154884109","content_text":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"The targets are not just for one city or one province, they are at the national level and are likely to be carried out in both the near term and longer term.\"Morgan Stanley's top picks included these five stocks, and two of them are listed in the U.S:ChalcoChina's role as a major supplier of steel and aluminum means production cuts by Beijing will significantly affect global supply and demand for these commodities.The Hong Kong-traded shares ofChalco— also known as Aluminum Corporation of China — will benefit from higher aluminum prices as demand continues to grow while supply is crimped.\"Because of the decarbonization measures, we expect China's aluminum supply growth will be slower than demand growth in the medium term,\" the analysts said.Government limits on production will lower supply, while manufacturing and growth of solar power and electric vehicles will sustain demand for aluminum, the report said.BaosteelBaoshan Iron & Steel, orBaosteel, produces flat steel, one of the industries that's come under intense government scrutiny for carbon emissions.Authorities have recentlyordered cuts at a steel production hub in Hebei province called Tangshan city,the analysts pointed out. They estimate steel mills there will cut production by 20% to 30% in 2021, causing a drop in domestic supply.\"Tangshan's production cut will mainly affect flat products, so flat steel prices will get strong support,\" said the analysts, who have been closely following the emissions cuts at Tangshan.Meanwhile, \"Baosteel has very good emission control practice,\" giving the company a competitive edge against peers like Tangshan, the report said.FangDa CarbonFangDa Carbonis the only publicly listed Chinese graphite electrode producer and will likely benefit from higher demand for the material, which is used inelectrical arc furnace (EAF) production of steel.\"The longer-term demand outlook is very positive — we expect more blast furnace capacity to switch to EAF in the long term,\" said the Morgan Stanley report. The analysts expect EAF's share of China's total steel capacity will rise to 20% by 2025, up from 12% currently.ArcelorMittalArcelorMittalis Morgan Stanley's \"favourite play on continued strength in steel margins given its diversified and global footprint,\" the analysts said.In addition, the company recently concluded two deals that are positive for earnings growth as they improve the cost position and carbon intensity of the business.Also, \"the formal introduction of a dividend policy that links dividends to free cash flows should provide comfort around a disciplined allocation of capital,\" Morgan Stanley said.AlcoaGlobal aluminum giantAlcoais \"well positioned to benefit from a constructive outlook for aluminum, supported by China's supply-side reform.\"The analysts expect Alcoa's assets to accelerate generation of free cash flow, \"leading to more significant shareholder returns.\"Risks aheadWhile Beijing might be clamping down on carbon emissions in some industries, it's less clear how serious the country is nationwide.Last year, China built more than three times as much new coal power capacity as the rest of the world, according to analysis from U.S.-based Global Energy Monitor. That's about the same as more than one large coal plant a week,the report said.Morgan Stanley acknowledged that skepticism surrounds China's sustainability goals but said their analysis finds \"many signs suggesting that this could be a more structural change that will reshape global commodities markets.\"Still, some risks remain.The investment bank cautioned that China could stop its efforts to cut carbon emissions due to rising costs and inflation. The analysts also said that tighter monetary policy could weaken China's demand for commodities, and the coronavirus pandemic could decrease global demand.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3928816,"gmtCreate":1617177390902,"gmtModify":1680782413835,"authorId":3575091423649914,"author":{"id":3575091423649914,"idStr":"3575091423649914","authorId":3575091423649914,"name":"diggydog","avatar":"https://community-static.tradeup.com/news/476e481044aa54d1d955e8bc4b856dd4","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.29","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":354299270,"type":1,"supId":0,"prevId":0,"content":"LOL so <u>true</u>","text":"LOL so <u>true</u>","html":"LOL so <u>true</u>"}],"langContent":"EN"},{"id":354299609,"gmtCreate":1617175307701,"gmtModify":1704696794024,"author":{"id":"3576017931077934","authorId":"3576017931077934","name":"LennartM","avatar":"https://static.tigerbbs.com/2b888cf8f0c645e538df3ec026d3db37","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3576017931077934","authorIdStr":"3576017931077934"},"htmlText":"like and comment please","listText":"like and comment please","text":"like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/354299609","repostId":1154884109,"repostType":4,"repost":{"id":"1154884109","kind":"news","pubTimestamp":1617160413,"share":"https://ttm.financial/m/news/1154884109?lang=&edition=fundamental","pubTime":"2021-03-31 11:13","market":"sh","language":"en","title":"Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions","url":"https://stock-news.laohu8.com/highlight/detail?id=1154884109","media":"CNBC","summary":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"Th","content":"<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley picks 5 stocks that could get a boost if China cuts emissions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-31 11:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac3656ba1221fbf9a0c736d426894014","relate_stocks":{"600019":"宝钢股份","600516":"方大炭素","AA":"美国铝业","ACH":"中国铝业"},"source_url":"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1154884109","content_text":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"The targets are not just for one city or one province, they are at the national level and are likely to be carried out in both the near term and longer term.\"Morgan Stanley's top picks included these five stocks, and two of them are listed in the U.S:ChalcoChina's role as a major supplier of steel and aluminum means production cuts by Beijing will significantly affect global supply and demand for these commodities.The Hong Kong-traded shares ofChalco— also known as Aluminum Corporation of China — will benefit from higher aluminum prices as demand continues to grow while supply is crimped.\"Because of the decarbonization measures, we expect China's aluminum supply growth will be slower than demand growth in the medium term,\" the analysts said.Government limits on production will lower supply, while manufacturing and growth of solar power and electric vehicles will sustain demand for aluminum, the report said.BaosteelBaoshan Iron & Steel, orBaosteel, produces flat steel, one of the industries that's come under intense government scrutiny for carbon emissions.Authorities have recentlyordered cuts at a steel production hub in Hebei province called Tangshan city,the analysts pointed out. They estimate steel mills there will cut production by 20% to 30% in 2021, causing a drop in domestic supply.\"Tangshan's production cut will mainly affect flat products, so flat steel prices will get strong support,\" said the analysts, who have been closely following the emissions cuts at Tangshan.Meanwhile, \"Baosteel has very good emission control practice,\" giving the company a competitive edge against peers like Tangshan, the report said.FangDa CarbonFangDa Carbonis the only publicly listed Chinese graphite electrode producer and will likely benefit from higher demand for the material, which is used inelectrical arc furnace (EAF) production of steel.\"The longer-term demand outlook is very positive — we expect more blast furnace capacity to switch to EAF in the long term,\" said the Morgan Stanley report. The analysts expect EAF's share of China's total steel capacity will rise to 20% by 2025, up from 12% currently.ArcelorMittalArcelorMittalis Morgan Stanley's \"favourite play on continued strength in steel margins given its diversified and global footprint,\" the analysts said.In addition, the company recently concluded two deals that are positive for earnings growth as they improve the cost position and carbon intensity of the business.Also, \"the formal introduction of a dividend policy that links dividends to free cash flows should provide comfort around a disciplined allocation of capital,\" Morgan Stanley said.AlcoaGlobal aluminum giantAlcoais \"well positioned to benefit from a constructive outlook for aluminum, supported by China's supply-side reform.\"The analysts expect Alcoa's assets to accelerate generation of free cash flow, \"leading to more significant shareholder returns.\"Risks aheadWhile Beijing might be clamping down on carbon emissions in some industries, it's less clear how serious the country is nationwide.Last year, China built more than three times as much new coal power capacity as the rest of the world, according to analysis from U.S.-based Global Energy Monitor. That's about the same as more than one large coal plant a week,the report said.Morgan Stanley acknowledged that skepticism surrounds China's sustainability goals but said their analysis finds \"many signs suggesting that this could be a more structural change that will reshape global commodities markets.\"Still, some risks remain.The investment bank cautioned that China could stop its efforts to cut carbon emissions due to rising costs and inflation. The analysts also said that tighter monetary policy could weaken China's demand for commodities, and the coronavirus pandemic could decrease global demand.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3949369,"gmtCreate":1617413163513,"gmtModify":1680782733475,"authorId":3573356109011085,"author":{"id":3573356109011085,"idStr":"3573356109011085","authorId":3573356109011085,"name":"Paulyang","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":354299609,"type":1,"supId":0,"prevId":0,"content":"Sure bro ","text":"Sure bro ","html":"Sure bro "},{"id":3928810,"gmtCreate":1617177313095,"gmtModify":1680782412518,"authorId":3555277248554267,"author":{"id":3555277248554267,"idStr":"3555277248554267","authorId":3555277248554267,"name":"SamSung","avatar":"https://static.tigerbbs.com/74e0941b4e395eefee06778997453b40","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":354299609,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"}],"langContent":"EN"},{"id":354208821,"gmtCreate":1617174074663,"gmtModify":1704696784012,"author":{"id":"3574382626951879","authorId":"3574382626951879","name":"gabrielteo","avatar":"https://static.tigerbbs.com/adbaa4aaf497e6523199049f0ad42d1c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3574382626951879","authorIdStr":"3574382626951879"},"htmlText":"Yes.. listen to CNBC about china..[開心]&nbsp;","listText":"Yes.. listen to CNBC about china..[開心]&nbsp;","text":"Yes.. listen to CNBC about china..[開心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354208821","repostId":1154884109,"repostType":4,"repost":{"id":"1154884109","kind":"news","pubTimestamp":1617160413,"share":"https://ttm.financial/m/news/1154884109?lang=&edition=fundamental","pubTime":"2021-03-31 11:13","market":"sh","language":"en","title":"Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions","url":"https://stock-news.laohu8.com/highlight/detail?id=1154884109","media":"CNBC","summary":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"Th","content":"<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley picks 5 stocks that could get a boost if China cuts emissions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-31 11:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac3656ba1221fbf9a0c736d426894014","relate_stocks":{"600019":"宝钢股份","600516":"方大炭素","AA":"美国铝业","ACH":"中国铝业"},"source_url":"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1154884109","content_text":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"The targets are not just for one city or one province, they are at the national level and are likely to be carried out in both the near term and longer term.\"Morgan Stanley's top picks included these five stocks, and two of them are listed in the U.S:ChalcoChina's role as a major supplier of steel and aluminum means production cuts by Beijing will significantly affect global supply and demand for these commodities.The Hong Kong-traded shares ofChalco— also known as Aluminum Corporation of China — will benefit from higher aluminum prices as demand continues to grow while supply is crimped.\"Because of the decarbonization measures, we expect China's aluminum supply growth will be slower than demand growth in the medium term,\" the analysts said.Government limits on production will lower supply, while manufacturing and growth of solar power and electric vehicles will sustain demand for aluminum, the report said.BaosteelBaoshan Iron & Steel, orBaosteel, produces flat steel, one of the industries that's come under intense government scrutiny for carbon emissions.Authorities have recentlyordered cuts at a steel production hub in Hebei province called Tangshan city,the analysts pointed out. They estimate steel mills there will cut production by 20% to 30% in 2021, causing a drop in domestic supply.\"Tangshan's production cut will mainly affect flat products, so flat steel prices will get strong support,\" said the analysts, who have been closely following the emissions cuts at Tangshan.Meanwhile, \"Baosteel has very good emission control practice,\" giving the company a competitive edge against peers like Tangshan, the report said.FangDa CarbonFangDa Carbonis the only publicly listed Chinese graphite electrode producer and will likely benefit from higher demand for the material, which is used inelectrical arc furnace (EAF) production of steel.\"The longer-term demand outlook is very positive — we expect more blast furnace capacity to switch to EAF in the long term,\" said the Morgan Stanley report. The analysts expect EAF's share of China's total steel capacity will rise to 20% by 2025, up from 12% currently.ArcelorMittalArcelorMittalis Morgan Stanley's \"favourite play on continued strength in steel margins given its diversified and global footprint,\" the analysts said.In addition, the company recently concluded two deals that are positive for earnings growth as they improve the cost position and carbon intensity of the business.Also, \"the formal introduction of a dividend policy that links dividends to free cash flows should provide comfort around a disciplined allocation of capital,\" Morgan Stanley said.AlcoaGlobal aluminum giantAlcoais \"well positioned to benefit from a constructive outlook for aluminum, supported by China's supply-side reform.\"The analysts expect Alcoa's assets to accelerate generation of free cash flow, \"leading to more significant shareholder returns.\"Risks aheadWhile Beijing might be clamping down on carbon emissions in some industries, it's less clear how serious the country is nationwide.Last year, China built more than three times as much new coal power capacity as the rest of the world, according to analysis from U.S.-based Global Energy Monitor. That's about the same as more than one large coal plant a week,the report said.Morgan Stanley acknowledged that skepticism surrounds China's sustainability goals but said their analysis finds \"many signs suggesting that this could be a more structural change that will reshape global commodities markets.\"Still, some risks remain.The investment bank cautioned that China could stop its efforts to cut carbon emissions due to rising costs and inflation. The analysts also said that tighter monetary policy could weaken China's demand for commodities, and the coronavirus pandemic could decrease global demand.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":354646453,"gmtCreate":1617171595572,"gmtModify":1704696757931,"author":{"id":"3554809667958552","authorId":"3554809667958552","name":"Tysonkoh","avatar":"https://static.tigerbbs.com/74daf5b0333b87aff9788dfa661abc06","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3554809667958552","authorIdStr":"3554809667958552"},"htmlText":"U must be joking&nbsp;","listText":"U must be joking&nbsp;","text":"U must be joking","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354646453","repostId":1154884109,"repostType":4,"repost":{"id":"1154884109","kind":"news","pubTimestamp":1617160413,"share":"https://ttm.financial/m/news/1154884109?lang=&edition=fundamental","pubTime":"2021-03-31 11:13","market":"sh","language":"en","title":"Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions","url":"https://stock-news.laohu8.com/highlight/detail?id=1154884109","media":"CNBC","summary":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"Th","content":"<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley picks 5 stocks that could get a boost if China cuts emissions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-31 11:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac3656ba1221fbf9a0c736d426894014","relate_stocks":{"600019":"宝钢股份","600516":"方大炭素","AA":"美国铝业","ACH":"中国铝业"},"source_url":"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1154884109","content_text":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"The targets are not just for one city or one province, they are at the national level and are likely to be carried out in both the near term and longer term.\"Morgan Stanley's top picks included these five stocks, and two of them are listed in the U.S:ChalcoChina's role as a major supplier of steel and aluminum means production cuts by Beijing will significantly affect global supply and demand for these commodities.The Hong Kong-traded shares ofChalco— also known as Aluminum Corporation of China — will benefit from higher aluminum prices as demand continues to grow while supply is crimped.\"Because of the decarbonization measures, we expect China's aluminum supply growth will be slower than demand growth in the medium term,\" the analysts said.Government limits on production will lower supply, while manufacturing and growth of solar power and electric vehicles will sustain demand for aluminum, the report said.BaosteelBaoshan Iron & Steel, orBaosteel, produces flat steel, one of the industries that's come under intense government scrutiny for carbon emissions.Authorities have recentlyordered cuts at a steel production hub in Hebei province called Tangshan city,the analysts pointed out. They estimate steel mills there will cut production by 20% to 30% in 2021, causing a drop in domestic supply.\"Tangshan's production cut will mainly affect flat products, so flat steel prices will get strong support,\" said the analysts, who have been closely following the emissions cuts at Tangshan.Meanwhile, \"Baosteel has very good emission control practice,\" giving the company a competitive edge against peers like Tangshan, the report said.FangDa CarbonFangDa Carbonis the only publicly listed Chinese graphite electrode producer and will likely benefit from higher demand for the material, which is used inelectrical arc furnace (EAF) production of steel.\"The longer-term demand outlook is very positive — we expect more blast furnace capacity to switch to EAF in the long term,\" said the Morgan Stanley report. The analysts expect EAF's share of China's total steel capacity will rise to 20% by 2025, up from 12% currently.ArcelorMittalArcelorMittalis Morgan Stanley's \"favourite play on continued strength in steel margins given its diversified and global footprint,\" the analysts said.In addition, the company recently concluded two deals that are positive for earnings growth as they improve the cost position and carbon intensity of the business.Also, \"the formal introduction of a dividend policy that links dividends to free cash flows should provide comfort around a disciplined allocation of capital,\" Morgan Stanley said.AlcoaGlobal aluminum giantAlcoais \"well positioned to benefit from a constructive outlook for aluminum, supported by China's supply-side reform.\"The analysts expect Alcoa's assets to accelerate generation of free cash flow, \"leading to more significant shareholder returns.\"Risks aheadWhile Beijing might be clamping down on carbon emissions in some industries, it's less clear how serious the country is nationwide.Last year, China built more than three times as much new coal power capacity as the rest of the world, according to analysis from U.S.-based Global Energy Monitor. That's about the same as more than one large coal plant a week,the report said.Morgan Stanley acknowledged that skepticism surrounds China's sustainability goals but said their analysis finds \"many signs suggesting that this could be a more structural change that will reshape global commodities markets.\"Still, some risks remain.The investment bank cautioned that China could stop its efforts to cut carbon emissions due to rising costs and inflation. The analysts also said that tighter monetary policy could weaken China's demand for commodities, and the coronavirus pandemic could decrease global demand.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":354653897,"gmtCreate":1617169702519,"gmtModify":1704696740577,"author":{"id":"3573806944936951","authorId":"3573806944936951","name":"Leongny","avatar":"https://static.tigerbbs.com/4bd616003d6a60238752edde650d3e2d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3573806944936951","authorIdStr":"3573806944936951"},"htmlText":"Like and comment please. [得意]&nbsp;","listText":"Like and comment please. [得意]&nbsp;","text":"Like and comment please. [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/354653897","repostId":1154884109,"repostType":4,"repost":{"id":"1154884109","kind":"news","pubTimestamp":1617160413,"share":"https://ttm.financial/m/news/1154884109?lang=&edition=fundamental","pubTime":"2021-03-31 11:13","market":"sh","language":"en","title":"Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions","url":"https://stock-news.laohu8.com/highlight/detail?id=1154884109","media":"CNBC","summary":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"Th","content":"<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley picks 5 stocks that could get a boost if China cuts emissions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-31 11:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac3656ba1221fbf9a0c736d426894014","relate_stocks":{"600019":"宝钢股份","600516":"方大炭素","AA":"美国铝业","ACH":"中国铝业"},"source_url":"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1154884109","content_text":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"The targets are not just for one city or one province, they are at the national level and are likely to be carried out in both the near term and longer term.\"Morgan Stanley's top picks included these five stocks, and two of them are listed in the U.S:ChalcoChina's role as a major supplier of steel and aluminum means production cuts by Beijing will significantly affect global supply and demand for these commodities.The Hong Kong-traded shares ofChalco— also known as Aluminum Corporation of China — will benefit from higher aluminum prices as demand continues to grow while supply is crimped.\"Because of the decarbonization measures, we expect China's aluminum supply growth will be slower than demand growth in the medium term,\" the analysts said.Government limits on production will lower supply, while manufacturing and growth of solar power and electric vehicles will sustain demand for aluminum, the report said.BaosteelBaoshan Iron & Steel, orBaosteel, produces flat steel, one of the industries that's come under intense government scrutiny for carbon emissions.Authorities have recentlyordered cuts at a steel production hub in Hebei province called Tangshan city,the analysts pointed out. They estimate steel mills there will cut production by 20% to 30% in 2021, causing a drop in domestic supply.\"Tangshan's production cut will mainly affect flat products, so flat steel prices will get strong support,\" said the analysts, who have been closely following the emissions cuts at Tangshan.Meanwhile, \"Baosteel has very good emission control practice,\" giving the company a competitive edge against peers like Tangshan, the report said.FangDa CarbonFangDa Carbonis the only publicly listed Chinese graphite electrode producer and will likely benefit from higher demand for the material, which is used inelectrical arc furnace (EAF) production of steel.\"The longer-term demand outlook is very positive — we expect more blast furnace capacity to switch to EAF in the long term,\" said the Morgan Stanley report. The analysts expect EAF's share of China's total steel capacity will rise to 20% by 2025, up from 12% currently.ArcelorMittalArcelorMittalis Morgan Stanley's \"favourite play on continued strength in steel margins given its diversified and global footprint,\" the analysts said.In addition, the company recently concluded two deals that are positive for earnings growth as they improve the cost position and carbon intensity of the business.Also, \"the formal introduction of a dividend policy that links dividends to free cash flows should provide comfort around a disciplined allocation of capital,\" Morgan Stanley said.AlcoaGlobal aluminum giantAlcoais \"well positioned to benefit from a constructive outlook for aluminum, supported by China's supply-side reform.\"The analysts expect Alcoa's assets to accelerate generation of free cash flow, \"leading to more significant shareholder returns.\"Risks aheadWhile Beijing might be clamping down on carbon emissions in some industries, it's less clear how serious the country is nationwide.Last year, China built more than three times as much new coal power capacity as the rest of the world, according to analysis from U.S.-based Global Energy Monitor. That's about the same as more than one large coal plant a week,the report said.Morgan Stanley acknowledged that skepticism surrounds China's sustainability goals but said their analysis finds \"many signs suggesting that this could be a more structural change that will reshape global commodities markets.\"Still, some risks remain.The investment bank cautioned that China could stop its efforts to cut carbon emissions due to rising costs and inflation. The analysts also said that tighter monetary policy could weaken China's demand for commodities, and the coronavirus pandemic could decrease global demand.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4008223,"gmtCreate":1618132547209,"gmtModify":1680783631841,"authorId":3575152525326279,"author":{"id":3575152525326279,"idStr":"3575152525326279","authorId":3575152525326279,"name":"Bll","avatar":"https://static.tigerbbs.com/b372fc92d67296f5ba36af78d1d6e935","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":354653897,"type":1,"supId":0,"prevId":0,"content":"???","text":"???","html":"???"},{"id":3928813,"gmtCreate":1617177323068,"gmtModify":1680782413376,"authorId":3555277248554267,"author":{"id":3555277248554267,"idStr":"3555277248554267","authorId":3555277248554267,"name":"SamSung","avatar":"https://static.tigerbbs.com/74e0941b4e395eefee06778997453b40","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3576017931077934,"repliedAuthor":{"id":3576017931077934,"idStr":"3576017931077934","authorId":3576017931077934,"name":"LennartM","avatar":"https://static.tigerbbs.com/2b888cf8f0c645e538df3ec026d3db37","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":354653897,"type":1,"supId":3928228,"prevId":3928669,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"},{"id":3928669,"gmtCreate":1617175332775,"gmtModify":1680782413186,"authorId":3576017931077934,"author":{"id":3576017931077934,"idStr":"3576017931077934","authorId":3576017931077934,"name":"LennartM","avatar":"https://static.tigerbbs.com/2b888cf8f0c645e538df3ec026d3db37","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":354653897,"type":1,"supId":3928228,"prevId":0,"content":"do same please done","text":"do same please done","html":"do same please done"},{"id":3928228,"gmtCreate":1617170042986,"gmtModify":1680782406944,"authorId":3570741525676370,"author":{"id":3570741525676370,"idStr":"3570741525676370","authorId":3570741525676370,"name":"GeneV","avatar":"https://static.tigerbbs.com/f07571419f8558c92b400555a5813b59","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.09.12","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":354653897,"type":1,"supId":0,"prevId":0,"content":"??","text":"??","html":"??"}],"langContent":"CN"},{"id":354627504,"gmtCreate":1617169467808,"gmtModify":1704696735811,"author":{"id":"3575200115109066","authorId":"3575200115109066","name":"SiniS","avatar":"https://static.tigerbbs.com/6c54fb65b275549d9e3c4b80c5117022","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3575200115109066","authorIdStr":"3575200115109066"},"htmlText":"Like &amp; comments pls. Thx!","listText":"Like &amp; comments pls. Thx!","text":"Like & comments pls. Thx!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/354627504","repostId":1154884109,"repostType":4,"repost":{"id":"1154884109","kind":"news","pubTimestamp":1617160413,"share":"https://ttm.financial/m/news/1154884109?lang=&edition=fundamental","pubTime":"2021-03-31 11:13","market":"sh","language":"en","title":"Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions","url":"https://stock-news.laohu8.com/highlight/detail?id=1154884109","media":"CNBC","summary":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"Th","content":"<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley picks 5 stocks that could get a boost if China cuts emissions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-31 11:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac3656ba1221fbf9a0c736d426894014","relate_stocks":{"600019":"宝钢股份","600516":"方大炭素","AA":"美国铝业","ACH":"中国铝业"},"source_url":"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1154884109","content_text":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"The targets are not just for one city or one province, they are at the national level and are likely to be carried out in both the near term and longer term.\"Morgan Stanley's top picks included these five stocks, and two of them are listed in the U.S:ChalcoChina's role as a major supplier of steel and aluminum means production cuts by Beijing will significantly affect global supply and demand for these commodities.The Hong Kong-traded shares ofChalco— also known as Aluminum Corporation of China — will benefit from higher aluminum prices as demand continues to grow while supply is crimped.\"Because of the decarbonization measures, we expect China's aluminum supply growth will be slower than demand growth in the medium term,\" the analysts said.Government limits on production will lower supply, while manufacturing and growth of solar power and electric vehicles will sustain demand for aluminum, the report said.BaosteelBaoshan Iron & Steel, orBaosteel, produces flat steel, one of the industries that's come under intense government scrutiny for carbon emissions.Authorities have recentlyordered cuts at a steel production hub in Hebei province called Tangshan city,the analysts pointed out. They estimate steel mills there will cut production by 20% to 30% in 2021, causing a drop in domestic supply.\"Tangshan's production cut will mainly affect flat products, so flat steel prices will get strong support,\" said the analysts, who have been closely following the emissions cuts at Tangshan.Meanwhile, \"Baosteel has very good emission control practice,\" giving the company a competitive edge against peers like Tangshan, the report said.FangDa CarbonFangDa Carbonis the only publicly listed Chinese graphite electrode producer and will likely benefit from higher demand for the material, which is used inelectrical arc furnace (EAF) production of steel.\"The longer-term demand outlook is very positive — we expect more blast furnace capacity to switch to EAF in the long term,\" said the Morgan Stanley report. The analysts expect EAF's share of China's total steel capacity will rise to 20% by 2025, up from 12% currently.ArcelorMittalArcelorMittalis Morgan Stanley's \"favourite play on continued strength in steel margins given its diversified and global footprint,\" the analysts said.In addition, the company recently concluded two deals that are positive for earnings growth as they improve the cost position and carbon intensity of the business.Also, \"the formal introduction of a dividend policy that links dividends to free cash flows should provide comfort around a disciplined allocation of capital,\" Morgan Stanley said.AlcoaGlobal aluminum giantAlcoais \"well positioned to benefit from a constructive outlook for aluminum, supported by China's supply-side reform.\"The analysts expect Alcoa's assets to accelerate generation of free cash flow, \"leading to more significant shareholder returns.\"Risks aheadWhile Beijing might be clamping down on carbon emissions in some industries, it's less clear how serious the country is nationwide.Last year, China built more than three times as much new coal power capacity as the rest of the world, according to analysis from U.S.-based Global Energy Monitor. That's about the same as more than one large coal plant a week,the report said.Morgan Stanley acknowledged that skepticism surrounds China's sustainability goals but said their analysis finds \"many signs suggesting that this could be a more structural change that will reshape global commodities markets.\"Still, some risks remain.The investment bank cautioned that China could stop its efforts to cut carbon emissions due to rising costs and inflation. The analysts also said that tighter monetary policy could weaken China's demand for commodities, and the coronavirus pandemic could decrease global demand.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3928668,"gmtCreate":1617175323100,"gmtModify":1680782415575,"authorId":3576017931077934,"author":{"id":3576017931077934,"idStr":"3576017931077934","authorId":3576017931077934,"name":"LennartM","avatar":"https://static.tigerbbs.com/2b888cf8f0c645e538df3ec026d3db37","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":354627504,"type":1,"supId":3928206,"prevId":0,"content":"okay do same please","text":"okay do same please","html":"okay do same please"},{"id":3928206,"gmtCreate":1617169762859,"gmtModify":1680782403965,"authorId":3573806944936951,"author":{"id":3573806944936951,"idStr":"3573806944936951","authorId":3573806944936951,"name":"Leongny","avatar":"https://static.tigerbbs.com/4bd616003d6a60238752edde650d3e2d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":354627504,"type":1,"supId":0,"prevId":0,"content":"Done","text":"Done","html":"Done"}],"langContent":"EN"},{"id":354623547,"gmtCreate":1617168740489,"gmtModify":1704696725813,"author":{"id":"3554690739454545","authorId":"3554690739454545","name":"Shifeng","avatar":"https://static.tigerbbs.com/7eba636a69f64b047187455fad28835a","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":5,"crmLevelSwitch":0,"idStr":"3554690739454545","authorIdStr":"3554690739454545"},"htmlText":"Baosteel looks good.&nbsp;","listText":"Baosteel looks good.&nbsp;","text":"Baosteel looks good.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354623547","repostId":1154884109,"repostType":4,"repost":{"id":"1154884109","kind":"news","pubTimestamp":1617160413,"share":"https://ttm.financial/m/news/1154884109?lang=&edition=fundamental","pubTime":"2021-03-31 11:13","market":"sh","language":"en","title":"Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions","url":"https://stock-news.laohu8.com/highlight/detail?id=1154884109","media":"CNBC","summary":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"Th","content":"<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley picks 5 stocks that could get a boost if China cuts emissions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-31 11:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac3656ba1221fbf9a0c736d426894014","relate_stocks":{"600019":"宝钢股份","600516":"方大炭素","AA":"美国铝业","ACH":"中国铝业"},"source_url":"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1154884109","content_text":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"The targets are not just for one city or one province, they are at the national level and are likely to be carried out in both the near term and longer term.\"Morgan Stanley's top picks included these five stocks, and two of them are listed in the U.S:ChalcoChina's role as a major supplier of steel and aluminum means production cuts by Beijing will significantly affect global supply and demand for these commodities.The Hong Kong-traded shares ofChalco— also known as Aluminum Corporation of China — will benefit from higher aluminum prices as demand continues to grow while supply is crimped.\"Because of the decarbonization measures, we expect China's aluminum supply growth will be slower than demand growth in the medium term,\" the analysts said.Government limits on production will lower supply, while manufacturing and growth of solar power and electric vehicles will sustain demand for aluminum, the report said.BaosteelBaoshan Iron & Steel, orBaosteel, produces flat steel, one of the industries that's come under intense government scrutiny for carbon emissions.Authorities have recentlyordered cuts at a steel production hub in Hebei province called Tangshan city,the analysts pointed out. They estimate steel mills there will cut production by 20% to 30% in 2021, causing a drop in domestic supply.\"Tangshan's production cut will mainly affect flat products, so flat steel prices will get strong support,\" said the analysts, who have been closely following the emissions cuts at Tangshan.Meanwhile, \"Baosteel has very good emission control practice,\" giving the company a competitive edge against peers like Tangshan, the report said.FangDa CarbonFangDa Carbonis the only publicly listed Chinese graphite electrode producer and will likely benefit from higher demand for the material, which is used inelectrical arc furnace (EAF) production of steel.\"The longer-term demand outlook is very positive — we expect more blast furnace capacity to switch to EAF in the long term,\" said the Morgan Stanley report. The analysts expect EAF's share of China's total steel capacity will rise to 20% by 2025, up from 12% currently.ArcelorMittalArcelorMittalis Morgan Stanley's \"favourite play on continued strength in steel margins given its diversified and global footprint,\" the analysts said.In addition, the company recently concluded two deals that are positive for earnings growth as they improve the cost position and carbon intensity of the business.Also, \"the formal introduction of a dividend policy that links dividends to free cash flows should provide comfort around a disciplined allocation of capital,\" Morgan Stanley said.AlcoaGlobal aluminum giantAlcoais \"well positioned to benefit from a constructive outlook for aluminum, supported by China's supply-side reform.\"The analysts expect Alcoa's assets to accelerate generation of free cash flow, \"leading to more significant shareholder returns.\"Risks aheadWhile Beijing might be clamping down on carbon emissions in some industries, it's less clear how serious the country is nationwide.Last year, China built more than three times as much new coal power capacity as the rest of the world, according to analysis from U.S.-based Global Energy Monitor. That's about the same as more than one large coal plant a week,the report said.Morgan Stanley acknowledged that skepticism surrounds China's sustainability goals but said their analysis finds \"many signs suggesting that this could be a more structural change that will reshape global commodities markets.\"Still, some risks remain.The investment bank cautioned that China could stop its efforts to cut carbon emissions due to rising costs and inflation. The analysts also said that tighter monetary policy could weaken China's demand for commodities, and the coronavirus pandemic could decrease global demand.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":354666717,"gmtCreate":1617167826339,"gmtModify":1704696716804,"author":{"id":"3571702273402464","authorId":"3571702273402464","name":"EzzyDibz","avatar":"https://community-static.tradeup.com/news/0bd6e11f2fa121d2b984b0948505dc3f","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":0,"idStr":"3571702273402464","authorIdStr":"3571702273402464"},"htmlText":"Like and comment please!! Thanks!&nbsp;","listText":"Like and comment please!! Thanks!&nbsp;","text":"Like and comment please!! Thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/354666717","repostId":1154884109,"repostType":4,"repost":{"id":"1154884109","kind":"news","pubTimestamp":1617160413,"share":"https://ttm.financial/m/news/1154884109?lang=&edition=fundamental","pubTime":"2021-03-31 11:13","market":"sh","language":"en","title":"Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions","url":"https://stock-news.laohu8.com/highlight/detail?id=1154884109","media":"CNBC","summary":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"Th","content":"<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley picks 5 stocks that could get a boost if China cuts emissions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-31 11:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac3656ba1221fbf9a0c736d426894014","relate_stocks":{"600019":"宝钢股份","600516":"方大炭素","AA":"美国铝业","ACH":"中国铝业"},"source_url":"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1154884109","content_text":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"The targets are not just for one city or one province, they are at the national level and are likely to be carried out in both the near term and longer term.\"Morgan Stanley's top picks included these five stocks, and two of them are listed in the U.S:ChalcoChina's role as a major supplier of steel and aluminum means production cuts by Beijing will significantly affect global supply and demand for these commodities.The Hong Kong-traded shares ofChalco— also known as Aluminum Corporation of China — will benefit from higher aluminum prices as demand continues to grow while supply is crimped.\"Because of the decarbonization measures, we expect China's aluminum supply growth will be slower than demand growth in the medium term,\" the analysts said.Government limits on production will lower supply, while manufacturing and growth of solar power and electric vehicles will sustain demand for aluminum, the report said.BaosteelBaoshan Iron & Steel, orBaosteel, produces flat steel, one of the industries that's come under intense government scrutiny for carbon emissions.Authorities have recentlyordered cuts at a steel production hub in Hebei province called Tangshan city,the analysts pointed out. They estimate steel mills there will cut production by 20% to 30% in 2021, causing a drop in domestic supply.\"Tangshan's production cut will mainly affect flat products, so flat steel prices will get strong support,\" said the analysts, who have been closely following the emissions cuts at Tangshan.Meanwhile, \"Baosteel has very good emission control practice,\" giving the company a competitive edge against peers like Tangshan, the report said.FangDa CarbonFangDa Carbonis the only publicly listed Chinese graphite electrode producer and will likely benefit from higher demand for the material, which is used inelectrical arc furnace (EAF) production of steel.\"The longer-term demand outlook is very positive — we expect more blast furnace capacity to switch to EAF in the long term,\" said the Morgan Stanley report. The analysts expect EAF's share of China's total steel capacity will rise to 20% by 2025, up from 12% currently.ArcelorMittalArcelorMittalis Morgan Stanley's \"favourite play on continued strength in steel margins given its diversified and global footprint,\" the analysts said.In addition, the company recently concluded two deals that are positive for earnings growth as they improve the cost position and carbon intensity of the business.Also, \"the formal introduction of a dividend policy that links dividends to free cash flows should provide comfort around a disciplined allocation of capital,\" Morgan Stanley said.AlcoaGlobal aluminum giantAlcoais \"well positioned to benefit from a constructive outlook for aluminum, supported by China's supply-side reform.\"The analysts expect Alcoa's assets to accelerate generation of free cash flow, \"leading to more significant shareholder returns.\"Risks aheadWhile Beijing might be clamping down on carbon emissions in some industries, it's less clear how serious the country is nationwide.Last year, China built more than three times as much new coal power capacity as the rest of the world, according to analysis from U.S.-based Global Energy Monitor. That's about the same as more than one large coal plant a week,the report said.Morgan Stanley acknowledged that skepticism surrounds China's sustainability goals but said their analysis finds \"many signs suggesting that this could be a more structural change that will reshape global commodities markets.\"Still, some risks remain.The investment bank cautioned that China could stop its efforts to cut carbon emissions due to rising costs and inflation. The analysts also said that tighter monetary policy could weaken China's demand for commodities, and the coronavirus pandemic could decrease global demand.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3928672,"gmtCreate":1617175342205,"gmtModify":1680782412701,"authorId":3576017931077934,"author":{"id":3576017931077934,"idStr":"3576017931077934","authorId":3576017931077934,"name":"LennartM","avatar":"https://static.tigerbbs.com/2b888cf8f0c645e538df3ec026d3db37","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":354666717,"type":1,"supId":3928037,"prevId":0,"content":"okay done","text":"okay done","html":"okay done"},{"id":3928037,"gmtCreate":1617168084863,"gmtModify":1680782406993,"authorId":3566385558470298,"author":{"id":3566385558470298,"idStr":"3566385558470298","authorId":3566385558470298,"name":"___ _","avatar":"https://community-static.tradeup.com/news/e0600059befbdbcd780f0d15118a44d6","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":354666717,"type":1,"supId":0,"prevId":0,"content":"[爱你]","text":"[爱你]","html":"[爱你]"}],"langContent":"EN"},{"id":354660934,"gmtCreate":1617167256128,"gmtModify":1704696708556,"author":{"id":"3574116666789867","authorId":"3574116666789867","name":"Minion","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3574116666789867","authorIdStr":"3574116666789867"},"htmlText":"Crazy hype","listText":"Crazy hype","text":"Crazy hype","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354660934","repostId":1154884109,"repostType":4,"repost":{"id":"1154884109","kind":"news","pubTimestamp":1617160413,"share":"https://ttm.financial/m/news/1154884109?lang=&edition=fundamental","pubTime":"2021-03-31 11:13","market":"sh","language":"en","title":"Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions","url":"https://stock-news.laohu8.com/highlight/detail?id=1154884109","media":"CNBC","summary":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"Th","content":"<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley picks 5 stocks that could get a boost if China cuts emissions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-31 11:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac3656ba1221fbf9a0c736d426894014","relate_stocks":{"600019":"宝钢股份","600516":"方大炭素","AA":"美国铝业","ACH":"中国铝业"},"source_url":"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1154884109","content_text":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"The targets are not just for one city or one province, they are at the national level and are likely to be carried out in both the near term and longer term.\"Morgan Stanley's top picks included these five stocks, and two of them are listed in the U.S:ChalcoChina's role as a major supplier of steel and aluminum means production cuts by Beijing will significantly affect global supply and demand for these commodities.The Hong Kong-traded shares ofChalco— also known as Aluminum Corporation of China — will benefit from higher aluminum prices as demand continues to grow while supply is crimped.\"Because of the decarbonization measures, we expect China's aluminum supply growth will be slower than demand growth in the medium term,\" the analysts said.Government limits on production will lower supply, while manufacturing and growth of solar power and electric vehicles will sustain demand for aluminum, the report said.BaosteelBaoshan Iron & Steel, orBaosteel, produces flat steel, one of the industries that's come under intense government scrutiny for carbon emissions.Authorities have recentlyordered cuts at a steel production hub in Hebei province called Tangshan city,the analysts pointed out. They estimate steel mills there will cut production by 20% to 30% in 2021, causing a drop in domestic supply.\"Tangshan's production cut will mainly affect flat products, so flat steel prices will get strong support,\" said the analysts, who have been closely following the emissions cuts at Tangshan.Meanwhile, \"Baosteel has very good emission control practice,\" giving the company a competitive edge against peers like Tangshan, the report said.FangDa CarbonFangDa Carbonis the only publicly listed Chinese graphite electrode producer and will likely benefit from higher demand for the material, which is used inelectrical arc furnace (EAF) production of steel.\"The longer-term demand outlook is very positive — we expect more blast furnace capacity to switch to EAF in the long term,\" said the Morgan Stanley report. The analysts expect EAF's share of China's total steel capacity will rise to 20% by 2025, up from 12% currently.ArcelorMittalArcelorMittalis Morgan Stanley's \"favourite play on continued strength in steel margins given its diversified and global footprint,\" the analysts said.In addition, the company recently concluded two deals that are positive for earnings growth as they improve the cost position and carbon intensity of the business.Also, \"the formal introduction of a dividend policy that links dividends to free cash flows should provide comfort around a disciplined allocation of capital,\" Morgan Stanley said.AlcoaGlobal aluminum giantAlcoais \"well positioned to benefit from a constructive outlook for aluminum, supported by China's supply-side reform.\"The analysts expect Alcoa's assets to accelerate generation of free cash flow, \"leading to more significant shareholder returns.\"Risks aheadWhile Beijing might be clamping down on carbon emissions in some industries, it's less clear how serious the country is nationwide.Last year, China built more than three times as much new coal power capacity as the rest of the world, according to analysis from U.S.-based Global Energy Monitor. That's about the same as more than one large coal plant a week,the report said.Morgan Stanley acknowledged that skepticism surrounds China's sustainability goals but said their analysis finds \"many signs suggesting that this could be a more structural change that will reshape global commodities markets.\"Still, some risks remain.The investment bank cautioned that China could stop its efforts to cut carbon emissions due to rising costs and inflation. The analysts also said that tighter monetary policy could weaken China's demand for commodities, and the coronavirus pandemic could decrease global demand.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":354687160,"gmtCreate":1617167199050,"gmtModify":1704696707396,"author":{"id":"3579660733875673","authorId":"3579660733875673","name":"Jseah","avatar":"https://static.tigerbbs.com/bb6546a340428ae249481e6aa1342d20","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3579660733875673","authorIdStr":"3579660733875673"},"htmlText":"Woah","listText":"Woah","text":"Woah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354687160","repostId":1154884109,"repostType":4,"repost":{"id":"1154884109","kind":"news","pubTimestamp":1617160413,"share":"https://ttm.financial/m/news/1154884109?lang=&edition=fundamental","pubTime":"2021-03-31 11:13","market":"sh","language":"en","title":"Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions","url":"https://stock-news.laohu8.com/highlight/detail?id=1154884109","media":"CNBC","summary":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"Th","content":"<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley picks 5 stocks that could get a boost if China cuts emissions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-31 11:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac3656ba1221fbf9a0c736d426894014","relate_stocks":{"600019":"宝钢股份","600516":"方大炭素","AA":"美国铝业","ACH":"中国铝业"},"source_url":"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1154884109","content_text":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"The targets are not just for one city or one province, they are at the national level and are likely to be carried out in both the near term and longer term.\"Morgan Stanley's top picks included these five stocks, and two of them are listed in the U.S:ChalcoChina's role as a major supplier of steel and aluminum means production cuts by Beijing will significantly affect global supply and demand for these commodities.The Hong Kong-traded shares ofChalco— also known as Aluminum Corporation of China — will benefit from higher aluminum prices as demand continues to grow while supply is crimped.\"Because of the decarbonization measures, we expect China's aluminum supply growth will be slower than demand growth in the medium term,\" the analysts said.Government limits on production will lower supply, while manufacturing and growth of solar power and electric vehicles will sustain demand for aluminum, the report said.BaosteelBaoshan Iron & Steel, orBaosteel, produces flat steel, one of the industries that's come under intense government scrutiny for carbon emissions.Authorities have recentlyordered cuts at a steel production hub in Hebei province called Tangshan city,the analysts pointed out. They estimate steel mills there will cut production by 20% to 30% in 2021, causing a drop in domestic supply.\"Tangshan's production cut will mainly affect flat products, so flat steel prices will get strong support,\" said the analysts, who have been closely following the emissions cuts at Tangshan.Meanwhile, \"Baosteel has very good emission control practice,\" giving the company a competitive edge against peers like Tangshan, the report said.FangDa CarbonFangDa Carbonis the only publicly listed Chinese graphite electrode producer and will likely benefit from higher demand for the material, which is used inelectrical arc furnace (EAF) production of steel.\"The longer-term demand outlook is very positive — we expect more blast furnace capacity to switch to EAF in the long term,\" said the Morgan Stanley report. The analysts expect EAF's share of China's total steel capacity will rise to 20% by 2025, up from 12% currently.ArcelorMittalArcelorMittalis Morgan Stanley's \"favourite play on continued strength in steel margins given its diversified and global footprint,\" the analysts said.In addition, the company recently concluded two deals that are positive for earnings growth as they improve the cost position and carbon intensity of the business.Also, \"the formal introduction of a dividend policy that links dividends to free cash flows should provide comfort around a disciplined allocation of capital,\" Morgan Stanley said.AlcoaGlobal aluminum giantAlcoais \"well positioned to benefit from a constructive outlook for aluminum, supported by China's supply-side reform.\"The analysts expect Alcoa's assets to accelerate generation of free cash flow, \"leading to more significant shareholder returns.\"Risks aheadWhile Beijing might be clamping down on carbon emissions in some industries, it's less clear how serious the country is nationwide.Last year, China built more than three times as much new coal power capacity as the rest of the world, according to analysis from U.S.-based Global Energy Monitor. That's about the same as more than one large coal plant a week,the report said.Morgan Stanley acknowledged that skepticism surrounds China's sustainability goals but said their analysis finds \"many signs suggesting that this could be a more structural change that will reshape global commodities markets.\"Still, some risks remain.The investment bank cautioned that China could stop its efforts to cut carbon emissions due to rising costs and inflation. The analysts also said that tighter monetary policy could weaken China's demand for commodities, and the coronavirus pandemic could decrease global demand.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":354686825,"gmtCreate":1617166855267,"gmtModify":1704696701792,"author":{"id":"3572916667219493","authorId":"3572916667219493","name":"Zarkness","avatar":"https://static.tigerbbs.com/4b8c61830c4883c4232aece921d89d14","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":3,"crmLevelSwitch":0,"idStr":"3572916667219493","authorIdStr":"3572916667219493"},"htmlText":"Pls help to like and comment. Thanks and good luck for you :))","listText":"Pls help to like and comment. Thanks and good luck for you :))","text":"Pls help to like and comment. Thanks and good luck for you :))","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/354686825","repostId":1154884109,"repostType":4,"repost":{"id":"1154884109","kind":"news","pubTimestamp":1617160413,"share":"https://ttm.financial/m/news/1154884109?lang=&edition=fundamental","pubTime":"2021-03-31 11:13","market":"sh","language":"en","title":"Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions","url":"https://stock-news.laohu8.com/highlight/detail?id=1154884109","media":"CNBC","summary":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"Th","content":"<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley picks 5 stocks that could get a boost if China cuts emissions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-31 11:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac3656ba1221fbf9a0c736d426894014","relate_stocks":{"600019":"宝钢股份","600516":"方大炭素","AA":"美国铝业","ACH":"中国铝业"},"source_url":"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1154884109","content_text":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"The targets are not just for one city or one province, they are at the national level and are likely to be carried out in both the near term and longer term.\"Morgan Stanley's top picks included these five stocks, and two of them are listed in the U.S:ChalcoChina's role as a major supplier of steel and aluminum means production cuts by Beijing will significantly affect global supply and demand for these commodities.The Hong Kong-traded shares ofChalco— also known as Aluminum Corporation of China — will benefit from higher aluminum prices as demand continues to grow while supply is crimped.\"Because of the decarbonization measures, we expect China's aluminum supply growth will be slower than demand growth in the medium term,\" the analysts said.Government limits on production will lower supply, while manufacturing and growth of solar power and electric vehicles will sustain demand for aluminum, the report said.BaosteelBaoshan Iron & Steel, orBaosteel, produces flat steel, one of the industries that's come under intense government scrutiny for carbon emissions.Authorities have recentlyordered cuts at a steel production hub in Hebei province called Tangshan city,the analysts pointed out. They estimate steel mills there will cut production by 20% to 30% in 2021, causing a drop in domestic supply.\"Tangshan's production cut will mainly affect flat products, so flat steel prices will get strong support,\" said the analysts, who have been closely following the emissions cuts at Tangshan.Meanwhile, \"Baosteel has very good emission control practice,\" giving the company a competitive edge against peers like Tangshan, the report said.FangDa CarbonFangDa Carbonis the only publicly listed Chinese graphite electrode producer and will likely benefit from higher demand for the material, which is used inelectrical arc furnace (EAF) production of steel.\"The longer-term demand outlook is very positive — we expect more blast furnace capacity to switch to EAF in the long term,\" said the Morgan Stanley report. The analysts expect EAF's share of China's total steel capacity will rise to 20% by 2025, up from 12% currently.ArcelorMittalArcelorMittalis Morgan Stanley's \"favourite play on continued strength in steel margins given its diversified and global footprint,\" the analysts said.In addition, the company recently concluded two deals that are positive for earnings growth as they improve the cost position and carbon intensity of the business.Also, \"the formal introduction of a dividend policy that links dividends to free cash flows should provide comfort around a disciplined allocation of capital,\" Morgan Stanley said.AlcoaGlobal aluminum giantAlcoais \"well positioned to benefit from a constructive outlook for aluminum, supported by China's supply-side reform.\"The analysts expect Alcoa's assets to accelerate generation of free cash flow, \"leading to more significant shareholder returns.\"Risks aheadWhile Beijing might be clamping down on carbon emissions in some industries, it's less clear how serious the country is nationwide.Last year, China built more than three times as much new coal power capacity as the rest of the world, according to analysis from U.S.-based Global Energy Monitor. That's about the same as more than one large coal plant a week,the report said.Morgan Stanley acknowledged that skepticism surrounds China's sustainability goals but said their analysis finds \"many signs suggesting that this could be a more structural change that will reshape global commodities markets.\"Still, some risks remain.The investment bank cautioned that China could stop its efforts to cut carbon emissions due to rising costs and inflation. The analysts also said that tighter monetary policy could weaken China's demand for commodities, and the coronavirus pandemic could decrease global demand.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3928674,"gmtCreate":1617175351488,"gmtModify":1680782413362,"authorId":3576017931077934,"author":{"id":3576017931077934,"idStr":"3576017931077934","authorId":3576017931077934,"name":"LennartM","avatar":"https://static.tigerbbs.com/2b888cf8f0c645e538df3ec026d3db37","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":354686825,"type":1,"supId":3928296,"prevId":0,"content":"okay ","text":"okay ","html":"okay "},{"id":3928296,"gmtCreate":1617170727024,"gmtModify":1680782409642,"authorId":3577098730883031,"author":{"id":3577098730883031,"idStr":"3577098730883031","authorId":3577098730883031,"name":"Rep","avatar":"https://static.tigerbbs.com/cf351a16e42cac6e65eda38d814f81ec","vip":1,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":354686825,"type":1,"supId":0,"prevId":0,"content":"like and comment too","text":"like and comment too","html":"like and comment too"}],"langContent":"EN"},{"id":354686376,"gmtCreate":1617166830895,"gmtModify":1704696701465,"author":{"id":"3554971279962368","authorId":"3554971279962368","name":"shaunlohloh","avatar":"https://static.tigerbbs.com/d9417d251e570e152139797ec05b5914","vip":1,"crmLevel":5,"crmLevelSwitch":1,"idStr":"3554971279962368","authorIdStr":"3554971279962368"},"htmlText":"Comment &amp; like pls","listText":"Comment &amp; like pls","text":"Comment & like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/354686376","repostId":1154884109,"repostType":4,"repost":{"id":"1154884109","kind":"news","pubTimestamp":1617160413,"share":"https://ttm.financial/m/news/1154884109?lang=&edition=fundamental","pubTime":"2021-03-31 11:13","market":"sh","language":"en","title":"Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions","url":"https://stock-news.laohu8.com/highlight/detail?id=1154884109","media":"CNBC","summary":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"Th","content":"<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley picks 5 stocks that could get a boost if China cuts emissions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-31 11:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac3656ba1221fbf9a0c736d426894014","relate_stocks":{"600019":"宝钢股份","600516":"方大炭素","AA":"美国铝业","ACH":"中国铝业"},"source_url":"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1154884109","content_text":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"The targets are not just for one city or one province, they are at the national level and are likely to be carried out in both the near term and longer term.\"Morgan Stanley's top picks included these five stocks, and two of them are listed in the U.S:ChalcoChina's role as a major supplier of steel and aluminum means production cuts by Beijing will significantly affect global supply and demand for these commodities.The Hong Kong-traded shares ofChalco— also known as Aluminum Corporation of China — will benefit from higher aluminum prices as demand continues to grow while supply is crimped.\"Because of the decarbonization measures, we expect China's aluminum supply growth will be slower than demand growth in the medium term,\" the analysts said.Government limits on production will lower supply, while manufacturing and growth of solar power and electric vehicles will sustain demand for aluminum, the report said.BaosteelBaoshan Iron & Steel, orBaosteel, produces flat steel, one of the industries that's come under intense government scrutiny for carbon emissions.Authorities have recentlyordered cuts at a steel production hub in Hebei province called Tangshan city,the analysts pointed out. They estimate steel mills there will cut production by 20% to 30% in 2021, causing a drop in domestic supply.\"Tangshan's production cut will mainly affect flat products, so flat steel prices will get strong support,\" said the analysts, who have been closely following the emissions cuts at Tangshan.Meanwhile, \"Baosteel has very good emission control practice,\" giving the company a competitive edge against peers like Tangshan, the report said.FangDa CarbonFangDa Carbonis the only publicly listed Chinese graphite electrode producer and will likely benefit from higher demand for the material, which is used inelectrical arc furnace (EAF) production of steel.\"The longer-term demand outlook is very positive — we expect more blast furnace capacity to switch to EAF in the long term,\" said the Morgan Stanley report. The analysts expect EAF's share of China's total steel capacity will rise to 20% by 2025, up from 12% currently.ArcelorMittalArcelorMittalis Morgan Stanley's \"favourite play on continued strength in steel margins given its diversified and global footprint,\" the analysts said.In addition, the company recently concluded two deals that are positive for earnings growth as they improve the cost position and carbon intensity of the business.Also, \"the formal introduction of a dividend policy that links dividends to free cash flows should provide comfort around a disciplined allocation of capital,\" Morgan Stanley said.AlcoaGlobal aluminum giantAlcoais \"well positioned to benefit from a constructive outlook for aluminum, supported by China's supply-side reform.\"The analysts expect Alcoa's assets to accelerate generation of free cash flow, \"leading to more significant shareholder returns.\"Risks aheadWhile Beijing might be clamping down on carbon emissions in some industries, it's less clear how serious the country is nationwide.Last year, China built more than three times as much new coal power capacity as the rest of the world, according to analysis from U.S.-based Global Energy Monitor. That's about the same as more than one large coal plant a week,the report said.Morgan Stanley acknowledged that skepticism surrounds China's sustainability goals but said their analysis finds \"many signs suggesting that this could be a more structural change that will reshape global commodities markets.\"Still, some risks remain.The investment bank cautioned that China could stop its efforts to cut carbon emissions due to rising costs and inflation. The analysts also said that tighter monetary policy could weaken China's demand for commodities, and the coronavirus pandemic could decrease global demand.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3932261,"gmtCreate":1617203650143,"gmtModify":1680782470782,"authorId":3554971279962368,"author":{"id":3554971279962368,"idStr":"3554971279962368","authorId":3554971279962368,"name":"shaunlohloh","avatar":"https://static.tigerbbs.com/d9417d251e570e152139797ec05b5914","vip":1,"currentWearingBadge":{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1102},"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":354686376,"type":1,"supId":3928298,"prevId":0,"content":"Thank you! Done!","text":"Thank you! Done!","html":"Thank you! Done!"},{"id":3929103,"gmtCreate":1617179822995,"gmtModify":1680782426980,"authorId":3577098730883031,"author":{"id":3577098730883031,"idStr":"3577098730883031","authorId":3577098730883031,"name":"Rep","avatar":"https://static.tigerbbs.com/cf351a16e42cac6e65eda38d814f81ec","vip":1,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":3576017931077934,"repliedAuthor":{"id":3576017931077934,"idStr":"3576017931077934","authorId":3576017931077934,"name":"LennartM","avatar":"https://static.tigerbbs.com/2b888cf8f0c645e538df3ec026d3db37","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":354686376,"type":1,"supId":3928298,"prevId":3928675,"content":"thanks","text":"thanks","html":"thanks"},{"id":3928675,"gmtCreate":1617175365243,"gmtModify":1680782415277,"authorId":3576017931077934,"author":{"id":3576017931077934,"idStr":"3576017931077934","authorId":3576017931077934,"name":"LennartM","avatar":"https://static.tigerbbs.com/2b888cf8f0c645e538df3ec026d3db37","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":354686376,"type":1,"supId":3928298,"prevId":0,"content":"done do same please","text":"done do same please","html":"done do same please"},{"id":3928298,"gmtCreate":1617170736982,"gmtModify":1680782409726,"authorId":3577098730883031,"author":{"id":3577098730883031,"idStr":"3577098730883031","authorId":3577098730883031,"name":"Rep","avatar":"https://static.tigerbbs.com/cf351a16e42cac6e65eda38d814f81ec","vip":1,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":354686376,"type":1,"supId":0,"prevId":0,"content":"like and comment too","text":"like and comment too","html":"like and comment too"}],"langContent":"EN"},{"id":354686942,"gmtCreate":1617166827486,"gmtModify":1704696701303,"author":{"id":"3565147372726492","authorId":"3565147372726492","name":"Limth","avatar":"https://static.tigerbbs.com/a3e8250fe16c4e0e90561c3755568eae","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":6,"crmLevelSwitch":0,"idStr":"3565147372726492","authorIdStr":"3565147372726492"},"htmlText":"Good news","listText":"Good news","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354686942","repostId":1154884109,"repostType":4,"repost":{"id":"1154884109","kind":"news","pubTimestamp":1617160413,"share":"https://ttm.financial/m/news/1154884109?lang=&edition=fundamental","pubTime":"2021-03-31 11:13","market":"sh","language":"en","title":"Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions","url":"https://stock-news.laohu8.com/highlight/detail?id=1154884109","media":"CNBC","summary":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"Th","content":"<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley picks 5 stocks that could get a boost if China cuts emissions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-31 11:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac3656ba1221fbf9a0c736d426894014","relate_stocks":{"600019":"宝钢股份","600516":"方大炭素","AA":"美国铝业","ACH":"中国铝业"},"source_url":"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1154884109","content_text":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"The targets are not just for one city or one province, they are at the national level and are likely to be carried out in both the near term and longer term.\"Morgan Stanley's top picks included these five stocks, and two of them are listed in the U.S:ChalcoChina's role as a major supplier of steel and aluminum means production cuts by Beijing will significantly affect global supply and demand for these commodities.The Hong Kong-traded shares ofChalco— also known as Aluminum Corporation of China — will benefit from higher aluminum prices as demand continues to grow while supply is crimped.\"Because of the decarbonization measures, we expect China's aluminum supply growth will be slower than demand growth in the medium term,\" the analysts said.Government limits on production will lower supply, while manufacturing and growth of solar power and electric vehicles will sustain demand for aluminum, the report said.BaosteelBaoshan Iron & Steel, orBaosteel, produces flat steel, one of the industries that's come under intense government scrutiny for carbon emissions.Authorities have recentlyordered cuts at a steel production hub in Hebei province called Tangshan city,the analysts pointed out. They estimate steel mills there will cut production by 20% to 30% in 2021, causing a drop in domestic supply.\"Tangshan's production cut will mainly affect flat products, so flat steel prices will get strong support,\" said the analysts, who have been closely following the emissions cuts at Tangshan.Meanwhile, \"Baosteel has very good emission control practice,\" giving the company a competitive edge against peers like Tangshan, the report said.FangDa CarbonFangDa Carbonis the only publicly listed Chinese graphite electrode producer and will likely benefit from higher demand for the material, which is used inelectrical arc furnace (EAF) production of steel.\"The longer-term demand outlook is very positive — we expect more blast furnace capacity to switch to EAF in the long term,\" said the Morgan Stanley report. The analysts expect EAF's share of China's total steel capacity will rise to 20% by 2025, up from 12% currently.ArcelorMittalArcelorMittalis Morgan Stanley's \"favourite play on continued strength in steel margins given its diversified and global footprint,\" the analysts said.In addition, the company recently concluded two deals that are positive for earnings growth as they improve the cost position and carbon intensity of the business.Also, \"the formal introduction of a dividend policy that links dividends to free cash flows should provide comfort around a disciplined allocation of capital,\" Morgan Stanley said.AlcoaGlobal aluminum giantAlcoais \"well positioned to benefit from a constructive outlook for aluminum, supported by China's supply-side reform.\"The analysts expect Alcoa's assets to accelerate generation of free cash flow, \"leading to more significant shareholder returns.\"Risks aheadWhile Beijing might be clamping down on carbon emissions in some industries, it's less clear how serious the country is nationwide.Last year, China built more than three times as much new coal power capacity as the rest of the world, according to analysis from U.S.-based Global Energy Monitor. That's about the same as more than one large coal plant a week,the report said.Morgan Stanley acknowledged that skepticism surrounds China's sustainability goals but said their analysis finds \"many signs suggesting that this could be a more structural change that will reshape global commodities markets.\"Still, some risks remain.The investment bank cautioned that China could stop its efforts to cut carbon emissions due to rising costs and inflation. The analysts also said that tighter monetary policy could weaken China's demand for commodities, and the coronavirus pandemic could decrease global demand.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":354681652,"gmtCreate":1617166697376,"gmtModify":1704696699349,"author":{"id":"3567482716620513","authorId":"3567482716620513","name":"Otahman","avatar":"https://static.tigerbbs.com/dbd099972f177a5bb9c4f8a5666b4a77","vip":1,"crmLevel":7,"crmLevelSwitch":1,"idStr":"3567482716620513","authorIdStr":"3567482716620513"},"htmlText":"Like n comment pls","listText":"Like n comment pls","text":"Like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/354681652","repostId":1154884109,"repostType":4,"repost":{"id":"1154884109","kind":"news","pubTimestamp":1617160413,"share":"https://ttm.financial/m/news/1154884109?lang=&edition=fundamental","pubTime":"2021-03-31 11:13","market":"sh","language":"en","title":"Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions","url":"https://stock-news.laohu8.com/highlight/detail?id=1154884109","media":"CNBC","summary":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"Th","content":"<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley picks 5 stocks that could get a boost if China cuts emissions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-31 11:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac3656ba1221fbf9a0c736d426894014","relate_stocks":{"600019":"宝钢股份","600516":"方大炭素","AA":"美国铝业","ACH":"中国铝业"},"source_url":"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1154884109","content_text":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"The targets are not just for one city or one province, they are at the national level and are likely to be carried out in both the near term and longer term.\"Morgan Stanley's top picks included these five stocks, and two of them are listed in the U.S:ChalcoChina's role as a major supplier of steel and aluminum means production cuts by Beijing will significantly affect global supply and demand for these commodities.The Hong Kong-traded shares ofChalco— also known as Aluminum Corporation of China — will benefit from higher aluminum prices as demand continues to grow while supply is crimped.\"Because of the decarbonization measures, we expect China's aluminum supply growth will be slower than demand growth in the medium term,\" the analysts said.Government limits on production will lower supply, while manufacturing and growth of solar power and electric vehicles will sustain demand for aluminum, the report said.BaosteelBaoshan Iron & Steel, orBaosteel, produces flat steel, one of the industries that's come under intense government scrutiny for carbon emissions.Authorities have recentlyordered cuts at a steel production hub in Hebei province called Tangshan city,the analysts pointed out. They estimate steel mills there will cut production by 20% to 30% in 2021, causing a drop in domestic supply.\"Tangshan's production cut will mainly affect flat products, so flat steel prices will get strong support,\" said the analysts, who have been closely following the emissions cuts at Tangshan.Meanwhile, \"Baosteel has very good emission control practice,\" giving the company a competitive edge against peers like Tangshan, the report said.FangDa CarbonFangDa Carbonis the only publicly listed Chinese graphite electrode producer and will likely benefit from higher demand for the material, which is used inelectrical arc furnace (EAF) production of steel.\"The longer-term demand outlook is very positive — we expect more blast furnace capacity to switch to EAF in the long term,\" said the Morgan Stanley report. The analysts expect EAF's share of China's total steel capacity will rise to 20% by 2025, up from 12% currently.ArcelorMittalArcelorMittalis Morgan Stanley's \"favourite play on continued strength in steel margins given its diversified and global footprint,\" the analysts said.In addition, the company recently concluded two deals that are positive for earnings growth as they improve the cost position and carbon intensity of the business.Also, \"the formal introduction of a dividend policy that links dividends to free cash flows should provide comfort around a disciplined allocation of capital,\" Morgan Stanley said.AlcoaGlobal aluminum giantAlcoais \"well positioned to benefit from a constructive outlook for aluminum, supported by China's supply-side reform.\"The analysts expect Alcoa's assets to accelerate generation of free cash flow, \"leading to more significant shareholder returns.\"Risks aheadWhile Beijing might be clamping down on carbon emissions in some industries, it's less clear how serious the country is nationwide.Last year, China built more than three times as much new coal power capacity as the rest of the world, according to analysis from U.S.-based Global Energy Monitor. That's about the same as more than one large coal plant a week,the report said.Morgan Stanley acknowledged that skepticism surrounds China's sustainability goals but said their analysis finds \"many signs suggesting that this could be a more structural change that will reshape global commodities markets.\"Still, some risks remain.The investment bank cautioned that China could stop its efforts to cut carbon emissions due to rising costs and inflation. The analysts also said that tighter monetary policy could weaken China's demand for commodities, and the coronavirus pandemic could decrease global demand.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3927891,"gmtCreate":1617166826855,"gmtModify":1663224895830,"authorId":3572916667219493,"author":{"id":3572916667219493,"idStr":"3572916667219493","authorId":3572916667219493,"name":"Zarkness","avatar":"https://static.tigerbbs.com/4b8c61830c4883c4232aece921d89d14","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.09","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":354681652,"type":1,"supId":0,"prevId":0,"content":"Liked. reply and continue the fun!","text":"Liked. reply and continue the fun!","html":"Liked. reply and continue the fun!"}],"langContent":"EN"},{"id":354683214,"gmtCreate":1617166639438,"gmtModify":1704696698043,"author":{"id":"3570186020309805","authorId":"3570186020309805","name":"GoG","avatar":"https://static.tigerbbs.com/1c9fbe31d027bcf439a17955df60352f","vip":1,"hat":"https://static.tigerbbs.com/646756f1284a5a6480ed02cc4fa7d1d2","crmLevel":7,"crmLevelSwitch":1,"idStr":"3570186020309805","authorIdStr":"3570186020309805"},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354683214","repostId":1154884109,"repostType":4,"repost":{"id":"1154884109","kind":"news","pubTimestamp":1617160413,"share":"https://ttm.financial/m/news/1154884109?lang=&edition=fundamental","pubTime":"2021-03-31 11:13","market":"sh","language":"en","title":"Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions","url":"https://stock-news.laohu8.com/highlight/detail?id=1154884109","media":"CNBC","summary":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"Th","content":"<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley picks 5 stocks that could get a boost if China cuts emissions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-31 11:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac3656ba1221fbf9a0c736d426894014","relate_stocks":{"600019":"宝钢股份","600516":"方大炭素","AA":"美国铝业","ACH":"中国铝业"},"source_url":"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1154884109","content_text":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"The targets are not just for one city or one province, they are at the national level and are likely to be carried out in both the near term and longer term.\"Morgan Stanley's top picks included these five stocks, and two of them are listed in the U.S:ChalcoChina's role as a major supplier of steel and aluminum means production cuts by Beijing will significantly affect global supply and demand for these commodities.The Hong Kong-traded shares ofChalco— also known as Aluminum Corporation of China — will benefit from higher aluminum prices as demand continues to grow while supply is crimped.\"Because of the decarbonization measures, we expect China's aluminum supply growth will be slower than demand growth in the medium term,\" the analysts said.Government limits on production will lower supply, while manufacturing and growth of solar power and electric vehicles will sustain demand for aluminum, the report said.BaosteelBaoshan Iron & Steel, orBaosteel, produces flat steel, one of the industries that's come under intense government scrutiny for carbon emissions.Authorities have recentlyordered cuts at a steel production hub in Hebei province called Tangshan city,the analysts pointed out. They estimate steel mills there will cut production by 20% to 30% in 2021, causing a drop in domestic supply.\"Tangshan's production cut will mainly affect flat products, so flat steel prices will get strong support,\" said the analysts, who have been closely following the emissions cuts at Tangshan.Meanwhile, \"Baosteel has very good emission control practice,\" giving the company a competitive edge against peers like Tangshan, the report said.FangDa CarbonFangDa Carbonis the only publicly listed Chinese graphite electrode producer and will likely benefit from higher demand for the material, which is used inelectrical arc furnace (EAF) production of steel.\"The longer-term demand outlook is very positive — we expect more blast furnace capacity to switch to EAF in the long term,\" said the Morgan Stanley report. The analysts expect EAF's share of China's total steel capacity will rise to 20% by 2025, up from 12% currently.ArcelorMittalArcelorMittalis Morgan Stanley's \"favourite play on continued strength in steel margins given its diversified and global footprint,\" the analysts said.In addition, the company recently concluded two deals that are positive for earnings growth as they improve the cost position and carbon intensity of the business.Also, \"the formal introduction of a dividend policy that links dividends to free cash flows should provide comfort around a disciplined allocation of capital,\" Morgan Stanley said.AlcoaGlobal aluminum giantAlcoais \"well positioned to benefit from a constructive outlook for aluminum, supported by China's supply-side reform.\"The analysts expect Alcoa's assets to accelerate generation of free cash flow, \"leading to more significant shareholder returns.\"Risks aheadWhile Beijing might be clamping down on carbon emissions in some industries, it's less clear how serious the country is nationwide.Last year, China built more than three times as much new coal power capacity as the rest of the world, according to analysis from U.S.-based Global Energy Monitor. That's about the same as more than one large coal plant a week,the report said.Morgan Stanley acknowledged that skepticism surrounds China's sustainability goals but said their analysis finds \"many signs suggesting that this could be a more structural change that will reshape global commodities markets.\"Still, some risks remain.The investment bank cautioned that China could stop its efforts to cut carbon emissions due to rising costs and inflation. The analysts also said that tighter monetary policy could weaken China's demand for commodities, and the coronavirus pandemic could decrease global demand.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":354617510,"gmtCreate":1617166335130,"gmtModify":1704696694609,"author":{"id":"3577347851898435","authorId":"3577347851898435","name":"MarketPulse","avatar":"https://static.tigerbbs.com/d6b16f1b86e7977d1bb375d78b71b51d","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":5,"crmLevelSwitch":1,"idStr":"3577347851898435","authorIdStr":"3577347851898435"},"htmlText":"Morgan Stanley just loss billions due to Archegos capital? Still can trust them?!?","listText":"Morgan Stanley just loss billions due to Archegos capital? Still can trust them?!?","text":"Morgan Stanley just loss billions due to Archegos capital? Still can trust them?!?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354617510","repostId":1154884109,"repostType":4,"repost":{"id":"1154884109","kind":"news","pubTimestamp":1617160413,"share":"https://ttm.financial/m/news/1154884109?lang=&edition=fundamental","pubTime":"2021-03-31 11:13","market":"sh","language":"en","title":"Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions","url":"https://stock-news.laohu8.com/highlight/detail?id=1154884109","media":"CNBC","summary":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"Th","content":"<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley picks 5 stocks that could get a boost if China cuts emissions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley picks 5 stocks that could get a boost if China cuts emissions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-31 11:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac3656ba1221fbf9a0c736d426894014","relate_stocks":{"600019":"宝钢股份","600516":"方大炭素","AA":"美国铝业","ACH":"中国铝业"},"source_url":"https://www.cnbc.com/2021/03/31/investing-morgan-stanleys-top-stocks-as-china-pushes-to-be-carbon-neutral.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1154884109","content_text":"China says it wants to reach net zero carbon emissions by 2060— a move that will significantly benefit some companies in China and the U.S., according to Morgan Stanley.Investors might be skeptical of China's claims, but the report laid out how authorities are already starting to clamp down on carbon emissions — particularly in the high-emitting industries of steel and aluminum production.\"We conclude that this drive for carbon neutrality is very serious,\" said analysts in a March 23 report. \"The targets are not just for one city or one province, they are at the national level and are likely to be carried out in both the near term and longer term.\"Morgan Stanley's top picks included these five stocks, and two of them are listed in the U.S:ChalcoChina's role as a major supplier of steel and aluminum means production cuts by Beijing will significantly affect global supply and demand for these commodities.The Hong Kong-traded shares ofChalco— also known as Aluminum Corporation of China — will benefit from higher aluminum prices as demand continues to grow while supply is crimped.\"Because of the decarbonization measures, we expect China's aluminum supply growth will be slower than demand growth in the medium term,\" the analysts said.Government limits on production will lower supply, while manufacturing and growth of solar power and electric vehicles will sustain demand for aluminum, the report said.BaosteelBaoshan Iron & Steel, orBaosteel, produces flat steel, one of the industries that's come under intense government scrutiny for carbon emissions.Authorities have recentlyordered cuts at a steel production hub in Hebei province called Tangshan city,the analysts pointed out. They estimate steel mills there will cut production by 20% to 30% in 2021, causing a drop in domestic supply.\"Tangshan's production cut will mainly affect flat products, so flat steel prices will get strong support,\" said the analysts, who have been closely following the emissions cuts at Tangshan.Meanwhile, \"Baosteel has very good emission control practice,\" giving the company a competitive edge against peers like Tangshan, the report said.FangDa CarbonFangDa Carbonis the only publicly listed Chinese graphite electrode producer and will likely benefit from higher demand for the material, which is used inelectrical arc furnace (EAF) production of steel.\"The longer-term demand outlook is very positive — we expect more blast furnace capacity to switch to EAF in the long term,\" said the Morgan Stanley report. The analysts expect EAF's share of China's total steel capacity will rise to 20% by 2025, up from 12% currently.ArcelorMittalArcelorMittalis Morgan Stanley's \"favourite play on continued strength in steel margins given its diversified and global footprint,\" the analysts said.In addition, the company recently concluded two deals that are positive for earnings growth as they improve the cost position and carbon intensity of the business.Also, \"the formal introduction of a dividend policy that links dividends to free cash flows should provide comfort around a disciplined allocation of capital,\" Morgan Stanley said.AlcoaGlobal aluminum giantAlcoais \"well positioned to benefit from a constructive outlook for aluminum, supported by China's supply-side reform.\"The analysts expect Alcoa's assets to accelerate generation of free cash flow, \"leading to more significant shareholder returns.\"Risks aheadWhile Beijing might be clamping down on carbon emissions in some industries, it's less clear how serious the country is nationwide.Last year, China built more than three times as much new coal power capacity as the rest of the world, according to analysis from U.S.-based Global Energy Monitor. That's about the same as more than one large coal plant a week,the report said.Morgan Stanley acknowledged that skepticism surrounds China's sustainability goals but said their analysis finds \"many signs suggesting that this could be a more structural change that will reshape global commodities markets.\"Still, some risks remain.The investment bank cautioned that China could stop its efforts to cut carbon emissions due to rising costs and inflation. The analysts also said that tighter monetary policy could weaken China's demand for commodities, and the coronavirus pandemic could decrease global demand.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":119,"commentSize":39,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false}}