全国冬季用电负荷创历史新高，关注绿色电力ETF易方达（562960）配置价值

Core Insights - The national winter electricity load in China surpassed 1.4 billion kilowatts for the first time on January 20, reaching a peak of 1.417 billion kilowatts, with daily electricity consumption exceeding 30 billion kilowatt-hours [1] - The supply-demand balance in China's electricity system is tightening, indicating a potential decline in actual reserve rates during the 14th Five-Year Plan period, highlighting the value of electricity capacity and the need to pay attention to capacity pricing [1] - The explosive growth of AI is driving electricity demand, emphasizing the scarcity of leading power companies in China, with total electricity consumption expected to exceed 10 trillion kilowatt-hours by 2025, indicating continuous industry demand expansion [1] - Improvements in capacity pricing, green electricity trading mechanisms, and rising electricity price standards are enhancing the profitability stability of the electricity sector, with an increasing probability of market style shifting towards dividend value [1] - The investment value of the electricity sector is becoming clearer as the market transitions [1]