MSCIESGETF（159621）盘中涨超1%，ESG相关行业呈现结构性成长确定性

Group 1 - The global economy faces stagflation concerns by 2026, with rising resource prices increasing production costs, prompting companies to invest heavily in AI research to maintain competitive advantages [1] - The ESG industry is expected to benefit from both policy and structural demand, with China's 14th Five-Year Plan emphasizing green finance and technological self-reliance [1] - The renewable energy sector is projected to see a 25% profit growth, with industry valuations potentially expanding from 12 times to 18 times [1] Group 2 - The global AIDC lithium battery shipment volume is expected to grow 20 times over the next five years, driven by the transition of the energy storage battery industry into a core infrastructure for the intelligent era [1] - IGBT technology holds strategic value in enhancing power conversion efficiency and mitigating high energy consumption pressures, with Chinese companies accelerating replacements in automotive-grade modules [1] - The healthcare sector is supported by innovative drug policies, with an anticipated profit growth of 15% and upward valuation potential [1] Group 3 - Overall, ESG-related industries are exhibiting structural growth certainty due to the resonance of policy catalysts, technological breakthroughs, and market demand [1]