相关部门释放绿色消费强信号，自由现金流ETF(159233)备受关注

Group 1 - The core viewpoint of the news is the introduction of a policy by nine departments to promote green consumption, which is expected to inject strong momentum into sectors like non-ferrous metals, home appliances, and automobiles due to their cash flow strength [1] - The policy focuses on enhancing the green consumption incentive mechanism, emphasizing seven dimensions including the supply of green products and the recycling of waste items [1] - The Free Cash Flow ETF (159233) targets high free cash flow companies in the non-ferrous and home appliance sectors, which are better positioned to benefit from policy incentives and advance their green transformation and capacity expansion [1] Group 2 - The non-ferrous metals sector is generally viewed positively by authoritative institutions, with expectations of a bull market driven by monetary, demand, and supply factors by 2026, particularly for copper, aluminum, and tin [1] - Copper is highlighted as the "oil of the electrification era," with demand significantly benefiting from multiple factors such as new energy, AI computing power, and grid upgrades [1] - The home appliance sector is expected to see sustained demand improvement due to policies promoting green upgrades and trade-in programs, with a projected subsidy scale of 250 billion yuan by 2026 [2] Group 3 - The CSI Free Cash Flow Index (932365) includes top-weighted stocks such as China National Offshore Oil Corporation, SAIC Motor, Gree Electric Appliances, and others, with the top ten stocks accounting for 53.78% of the index [3] - The index reflects the overall performance of companies with strong cash flow creation capabilities, selecting 100 high free cash flow rate listed companies as sample securities [2][3]