风电板块强势上涨，绿电ETF（562550）盘中持续拉升，嘉泽新能涨停

Core Viewpoint - The A-share market experienced fluctuations on September 26, with the electricity sector rising against the trend, particularly driven by wind power concepts and related ETFs showing gains [1] Group 1: Market Performance - The three major A-share indices showed a downward trend, while the electricity sector saw an increase, with wind power-related ETFs performing well [1] - As of 10:14 AM, the Green Electricity ETF (562550) rose by 0.64%, the Public Utility ETF (159301) increased by 0.43%, and the Power Grid Equipment ETF (159326) gained 0.38% [1] - Key stocks in the Green Electricity ETF, such as Jiaze New Energy, reached the daily limit, while Shanghai Electric, Energy Saving Wind Power, Longyuan Power, Gansu Energy, and Solar Energy also saw significant gains [1] Group 2: Industry Insights - At the 2025 New Power System Development Forum, industry experts emphasized the importance of the "14th Five-Year Plan" period for accelerating the construction of a new power system, focusing on high-quality development in the electricity sector [1] - Xiangcai Securities highlighted the accelerated construction of a national unified electricity market, expressing optimism about the revaluation of electricity assets [1] - The firm recommended focusing on three main lines: hydropower assets with stable fundamentals benefiting from the unified electricity market, thermal power assets with improving performance due to cost reductions and favorable supply-demand dynamics, and leading companies with strong operational capabilities and high-quality resource locations in the green electricity sector [1]