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绿电ETF(159669)涨超2.2%,新能源政策受关注
Sou Hu Cai Jing·2025-10-09 05:55

Group 1 - The core viewpoint is that the continuous policy support from the government for renewable energy development is expected to lead to a gradual stabilization of profitability in the renewable energy sector [1] - The growth in installed capacity and power generation is anticipated to offset the downward pressure on electricity prices, with nuclear power companies expected to maintain stable profitability [1] - In the context of global interest rate cuts, the defensive attributes of high-dividend hydropower stocks are becoming more prominent [1] Group 2 - The official launch of China Fusion Energy Co., along with the installation of the first key component of the BEST device, indicates that the construction of fusion devices in China is likely to reach a peak period, with multiple projects planning to initiate preliminary design and construction bidding [1] - The construction of fusion devices is expected to release a market space worth hundreds of billions [1] - The Green Power ETF (159669) tracks the Green Power Index (399438), which selects listed companies involved in hydropower, wind power, photovoltaic, and other clean energy generation businesses, reflecting the overall performance of green power-related listed companies under policy support [1]