绿色电力ETF国泰（159669）涨近2%，电力行业结构性转变引关注

Group 1 - The core viewpoint of the article highlights the structural transformation occurring in the utility (electricity) industry, driven by ongoing market reforms and the transition to renewable energy sources [1] - The electricity market reform is progressing, leading to an improved pricing mechanism that is expected to provide a more reasonable return for the industry [1] - The rapid growth of renewable energy installations, primarily wind and solar, is significantly altering the power generation structure, while also increasing the demands on the electricity system's regulation capabilities and grid absorption [1] Group 2 - The current electricity supply and demand situation is described as being in a tight balance, with potential supply pressure in certain regions during peak electricity usage periods [1] - The Cathay Green Power ETF (159669) tracks the green power index (399438), which primarily covers clean energy generation sectors such as hydropower, wind power, and photovoltaics [1] - The index focuses on low-carbon electricity companies and aims to reflect the overall performance of publicly listed clean energy generation companies, characterized by strong anti-cyclicality and abundant cash flow, making it a suitable investment tool for the "dual carbon" goals [1]