公用事业ETF(560190)成分股分化,水电龙头长江电力领涨

Group 1 - The public utility ETF (560190.SH) increased by 0.31%, while its associated index, the All Public Utilities Index (000995.CSI), decreased by 0.03% [1] - Major constituent stocks such as Changjiang Electric Power, Zhejiang Energy, and JinKai New Energy saw increases of 0.64%, 0.56%, and 1.25% respectively, indicating positive market sentiment [1] - Minsheng Securities reported that thermal power companies experienced steady growth in Q1 due to a significant drop in coal prices, with expectations for continued improvement in performance as the peak electricity consumption season approaches [1] Group 2 - Huayuan Securities highlighted that the public utility sector benefits from new fund regulations, leading to a notable increase in the valuation of low-covariance assets, with leading hydropower and thermal power companies showing strong risk-reward ratios [1] - Galaxy Securities' annual report indicated a clear performance divergence within the electricity sector, with hydropower and thermal power companies maintaining stable profitability, while nuclear and green energy sectors face short-term pressure [1] - Key companies like Changjiang Electric Power and China Nuclear Power continue to receive "recommended" ratings, reflecting institutional confidence in the long-term stability of core public utility assets [1]