央企现代能源ETF(561790)震荡上扬,近1周新增规模、份额均居同类第一,机构:风电火电水电等高景气方向备受关注
Sou Hu Cai Jing·2025-07-24 06:59

Core Insights - The Central State-Owned Modern Energy ETF (561790) has shown a significant increase, with a 0.69% rise recently and a 5.98% increase over the past week [3][4] Group 1: ETF Performance - As of July 23, 2025, the Central State-Owned Modern Energy ETF has achieved a net value increase of 9.06% over the past six months [5] - The ETF's highest single-month return since inception was 10.03%, with a maximum consecutive monthly gain of 23.43% [5] - The ETF's management fee is 0.50%, and the custody fee is 0.10%, making it one of the lowest in its category [5] Group 2: Market Activity - The ETF experienced a turnover rate of 22.29% during trading, with a total transaction volume of 12.82 million yuan, indicating active market participation [3] - Over the past week, the ETF's scale increased by 11.78 million yuan, ranking it in the top third among comparable funds [4] Group 3: Energy Sector Developments - In the first half of 2025, coal-fired power approvals remained high, with approximately 31 GW of coal power capacity approved, consistent with the previous year [4] - The approval of pumped storage capacity also remained robust, with 19 GW approved in the first half of 2025, exceeding the previous year's figures [4] - The ongoing approvals for coal and pumped storage projects reflect China's urgent need for regulatory power sources during the energy transition [4] Group 4: Index Composition - The Central State-Owned Modern Energy Index (932037) includes 50 listed companies involved in green energy, fossil energy, and energy transmission, reflecting the overall performance of state-owned enterprises in the modern energy sector [6] - As of June 30, 2025, the top ten weighted stocks in the index accounted for 49.93% of the total index weight, including companies like China Power Construction and China Nuclear Power [6]