可再生能源实现历史性突破，绿电板块上扬，绿色电力ETF国泰（159669）涨超1%

Core Viewpoint - The renewable energy sector in China has achieved historic breakthroughs, with significant growth in renewable energy capacity and a shift towards new energy as the main power supply source [1] Group 1: Renewable Energy Development - In 2025, China's newly installed renewable energy capacity reached 452 million kilowatts, a year-on-year increase of 21%, accounting for 83% of the country's new power installations [1] - Cumulative installed capacity of wind and solar power has historically surpassed that of thermal power [1] Group 2: Energy Storage and Market Reform - By the end of December 2025, the cumulative installed capacity of energy storage projects in China increased by 54% year-on-year, with new energy storage capacity growing by 85% [1] - The top-level design for a unified national electricity market has been introduced, marking a new phase in the systematic promotion of electricity market reform [1] Group 3: Green Power ETF - The Green Power ETF (159669) tracks the Green Power Index (399438), which selects companies in the clean energy sector, including hydropower, wind power, and solar power [1] - The index is characterized by strong anti-cyclicality and abundant cash flow, making it an effective tool for investing in the "dual carbon" goals [1]