Group 1: Industry Policy - The National Development and Reform Commission emphasizes accelerating energy transition by 2026, focusing on the development of non-fossil energy and enhancing the construction of a new power system [1] - The goal is to increase the proportion of non-fossil energy consumption, promote new clean energy generation, and gradually meet the growing electricity demand across society [1] - The power industry is expected to benefit from a significant increase in electricity demand this winter, supported by favorable pricing and capacity adjustments, indicating a recovery in industry prosperity [1] Group 2: Investment Tools - The CSI Green Power Index includes key beneficiaries of the new power system construction, balancing investments in nuclear and transitioning thermal power companies, with an annualized return of 5.13% since 2019 [2] - The E Fund Green Power ETF (562960) offers a packaged investment in leading companies across wind, solar, hydropower, and transitioning thermal power, serving as a quality tool for capturing the beta of the new power system transition [2]
相关部门：2026年加快建设新型电力系统，发展绿电直供的模式，扩大绿电的消纳规模，绿色电力ETF易方达(562960)备受关注
Xin Lang Cai Jing·2026-01-20 03:29