CNECC(601611) 新浪财经·2025-04-01 05:30Core Insights - The Central State-Owned Enterprises Modern Energy Index (932037) has shown a strong increase of 1.08%, with significant gains in constituent stocks such as China Nuclear Engineering (up 9.98%) and Dongfang Electric (up 6.41%) [1] - The Ministry of Industry and Information Technology, along with nine other departments, has released a plan for high-quality development in the aluminum industry, emphasizing the adoption of clean energy alternatives [1] - The national carbon emissions trading market is expanding to include the steel, cement, and aluminum smelting industries, marking a significant step in carbon market operations [1] Industry Summary - The Central State-Owned Enterprises Modern Energy ETF (561790) has risen by 0.76%, with a trading volume of 524.55 million yuan and a turnover rate of 10.1%, indicating active market participation [1] - East Wu Securities highlights the benefits of investing in hydropower, thermal power, nuclear power, and green energy, emphasizing their strong cash flow and dividend capabilities [2] - The ETF closely tracks the Central State-Owned Enterprises Modern Energy Index, which includes 50 listed companies involved in green energy and fossil energy sectors [2] Performance Metrics - The Central State-Owned Enterprises Modern Energy ETF has seen a significant increase in shares, with an addition of 8 million shares over the past six months, ranking in the top third among comparable funds [3] - Since its inception, the ETF has achieved a maximum monthly return of 10.03% and a longest consecutive monthly gain of 7 months, with an average monthly return of 3.25% [3] - The ETF's management fee is 0.50% and the custody fee is 0.10%, both of which are among the lowest in comparable funds [3] Top Holdings - As of March 31, 2025, the top ten weighted stocks in the Central State-Owned Enterprises Modern Energy Index account for 50.55% of the index, with Changjiang Electric holding the highest weight at 10.39% [4] - The top ten stocks include major players such as China Nuclear Power, China Aluminum, and China Power Investment, reflecting a diverse portfolio within the energy sector [4][5]