Core Insights - The National Development and Reform Commission and the National Energy Administration issued guidelines on promoting the consumption and regulation of renewable energy, aiming to establish a multi-level system by 2030 to ensure efficient integration and utilization of renewable energy [1] Group 1: Policy and Regulatory Developments - The guidelines emphasize that by 2030, a collaborative and efficient multi-level renewable energy consumption regulation system will be fundamentally established [1] - The document highlights that the new electricity demand will primarily be met by newly added renewable energy generation [1] - The guidelines aim to enhance the adaptability of the new power system and significantly improve system regulation capabilities [1] Group 2: Market Implications - The guidelines are expected to facilitate smoother cross-province and cross-region transactions of renewable energy, addressing the annual demand for reasonable consumption of over 200 million kilowatts of new energy [1] - The Guotai New Energy ETF (159387), which tracks the Innovation Energy Index (399266), experienced a daily fluctuation of 20%, reflecting the market's focus on renewable energy and related industries [1] - The Innovation Energy Index includes companies involved in clean energy, energy conservation, and new energy vehicles, representing significant players in technology innovation and market performance within the renewable energy sector [1]
20cm速递|创业板新能源ETF国泰(159387)连续5日迎净流入,政策助力新能源发展