绿电ETF（159669）涨超1.1%，火电成本改善与电价支撑成焦点

Group 1 - The National Energy Administration proposed to accelerate the establishment of a market mechanism suitable for the new power system, aiming to promote efficient utilization of clean energy and ensure energy security through a unified national electricity market [1] - From January to May, the total profit of the electricity industry increased by 5.7% year-on-year, primarily due to the continuous decline in thermal coal market prices, which improved the operating costs of thermal power [1] - The average transaction price in Jiangsu's electricity market rose by 82.8 yuan per megawatt-hour to 395.6 yuan per megawatt-hour, reflecting the support of supply-demand structure on electricity prices, despite downward pressure from low thermal coal prices [1] Group 2 - The current spot price of Qinhuangdao 5500 kcal thermal coal has significantly decreased by 27.91% year-on-year, with coal inventories also showing a trend of year-on-year reduction [1] - The electricity sector has underperformed the market by 0.46 percentage points year-to-date, but there is a clear trend of profit recovery for thermal power companies, with the overall industry valuation at a mid-level [1] - The Green Power ETF tracks a green power index compiled by China Securities Index Co., which includes listed companies in clean energy generation, transmission, and related equipment manufacturing, focusing on wind, solar, and hydropower industries [1]