绿电ETF（159669）连续4日迎资金净流入，传统绿电运营商存新增长点

Core Viewpoint - The renewable energy market is progressing towards marketization, but electricity price pressure remains a concern. The rapid growth of renewable energy installations has led to significant challenges in energy consumption, with policies like green electricity direct connection expected to alleviate these issues and promote energy storage development. Additionally, the green methanol industry is experiencing growth opportunities, attracting multiple green electricity operators and environmental companies, with high expected project returns. Therefore, green electricity direct connection and the green methanol sector provide new growth points for traditional green electricity operators [1]. Group 1 - The marketization process of the renewable energy sector is ongoing, yet electricity price pressure persists [1]. - The rapid increase in renewable energy installations has highlighted the issue of energy consumption [1]. - The green electricity direct connection policy is anticipated to mitigate consumption issues and foster energy storage development [1]. Group 2 - The green methanol industry is witnessing development opportunities, with several green electricity operators and environmental companies entering the market [1]. - High project return rates are expected in the green methanol sector [1]. - Green electricity direct connection and the green methanol industry are identified as new growth points for traditional green electricity operators [1]. Group 3 - The green electricity ETF (159669) tracks the green power index (399438), which selects listed companies in clean energy sectors such as hydropower, wind power, photovoltaic, and nuclear power from the A-share market [1]. - The index focuses on companies with low carbon attributes, high business concentration, and stable cash flows to reflect the overall performance of green power-related listed companies [1]. - Recent data indicates the performance of the green electricity ETF and its underlying index [1].