全国统一电力市场建设加速推进下，持续看好电力资产价值重估,绿电ETF（159669）上涨近1%

Group 1 - The core viewpoint of the news highlights the strong performance of the green electricity ETF (159669), which has risen nearly 1% amid market fluctuations [1] - The Guangdong Power Trading Center has issued draft rules for the sustainable development pricing settlement mechanism for new energy projects, which includes a formula for calculating the price difference based on market averages [1] - The mechanism will have a competitive bidding process for determining the incremental project price, with a cap on the mechanism volume ratio not exceeding 90% [1] Group 2 - Open Source Securities anticipates a significant increase in green certificate issuance in 2024, which may initially depress prices but will stabilize as supply pressures ease [2] - The introduction of consumption ratio assessments for high-energy industries and data centers by the National Development and Reform Commission is expected to boost institutional demand and invigorate the green certificate market [2] - The combination of "electricity + green certificate" bundled trading and mandatory consumption policies is projected to enhance the environmental value of green certificates, leading to improved ROE for renewable energy operators [2]