全社会用电量每10度电中近4度为绿电，绿色电力ETF嘉实(159625)一键布局绿电相关上市公司发展机遇

Group 1 - The core viewpoint of the articles highlights the significant growth in renewable energy generation in China, with a projected increase of 15% in 2025, reaching 3.99 trillion kilowatt-hours, which will account for approximately 38% of the total electricity generation [1][2] - The National Energy Administration reports that the new renewable energy generation in 2025 will be 519.3 billion kilowatt-hours, covering the entire increase in social electricity consumption of 516.1 billion kilowatt-hours [1] - The green power index has shown positive performance, with notable increases in stock prices of key companies such as Huayin Power (up 10.06%) and Funiu Co. (up 5.72%) [1] Group 2 - Changjiang Securities indicates a structural contradiction in China's power system for 2025, characterized by "loose electricity supply and tight capacity," with a negative growth in thermal power generation for the first time in a decade [2] - The average capacity electricity price is expected to rise by 0.041 to 0.050 yuan per kilowatt-hour in 2026, reinforcing the logic of a "turnaround" for the green power sector [2] - The top ten weighted stocks in the green power index account for 52.75% of the index, with major companies including China Nuclear Power and Yangtze Power [2]