Sou Hu Cai Jing·2025-07-21 05:36Group 1: Liquidity and Scale of New Energy ETF - The New Energy ETF had an intraday turnover of 2.47%, with a transaction volume of 22.29 million yuan [3] - As of July 18, the New Energy ETF's latest scale reached 896 million yuan, marking a one-month high [3] - The latest margin buying amount for the New Energy ETF was 1.24 million yuan, with a margin balance of 21.68 million yuan [3] Group 2: Performance Metrics of New Energy ETF - Since its inception, the New Energy ETF recorded a highest monthly return of 25.07%, with the longest consecutive monthly gains being 2 months and a maximum increase of 38.44% [3] - The average return during the rising months was 7.76%, and the annualized return over the past three months exceeded the benchmark by 6.57% [3] Group 3: Key Stocks in New Energy Sector - The top ten weighted stocks in the CSI New Energy Index include CATL, Sungrow Power, Longi Green Energy, China Nuclear Power, Three Gorges Energy, TBEA, EVE Energy, Huayou Cobalt, Tongwei Co., and Ganfeng Lithium, collectively accounting for 42.81% of the index [6] Group 4: New Hydropower Project Announcement - The groundbreaking ceremony for the Yarlung Tsangpo River downstream hydropower project was held on July 19, with a total investment of approximately 1.2 trillion yuan for the construction of five cascade power stations [5] - The project primarily focuses on power transmission outside the region while also addressing local consumption needs in Tibet [5] Group 5: Long-term Benefits for Suppliers - CITIC Securities believes that the ongoing construction of the Yarlung Tsangpo River downstream hydropower project will provide long-term benefits to leading suppliers of hydropower equipment and core equipment for power grid transmission [6]