CITIC Securities: The new energy industry is expected to usher in the Davis Double-Click.

According to the research report of CITIC Securities, in the short term, in the context of a significant increase in oil and gas prices, the new energy industry is expected to benefit from flexible allocation attributes and improvements in economic advantages, leading to accelerated demand growth; in the medium and long term, there is a shortage of oil and gas resources in China, Europe, and the Asia-Pacific region, and there are hidden vulnerabilities in the energy structure. The development of clean energy will upgrade from an optional path for low-carbon transformation to a necessary strategic choice for energy security. Therefore, combining the trend of increasing demand for new energy and event-driven catalysts such as geopolitical conflicts, it is expected that the industry will usher in a "double-click" Davos moment.