截至7月23日，央企现代能源ETF近6月净值上涨9.06%。从收益能力看，截至2025年7月23日，央企现代能源ETF自成立以来，最高单月回报为10.03%，最长 连涨月数为7个月，最长连涨涨幅为23.43%，涨跌月数比为13/10，上涨月份平均收益率为3.05%，年盈利百分比为100.00%，历史持有1年盈利概率为 66.11%。截至2025年7月23日，央企现代能源ETF近3个月超越基准年化收益为7.18%。 回撤方面，截至2025年7月23日，央企现代能源ETF近半年最大回撤7.04%，相对基准回撤0.37%。回撤后修复天数为71天，在可比基金中回撤后修复最快。 费率方面，央企现代能源ETF管理费率为0.50%，托管费率为0.10%，费率在可比基金中最低。 截至2025年7月24日 14:39，中证国新央企现代能源指数(932037)上涨0.77%，成分股中国电建(601669)上涨10.04%，中国稀土(000831)上涨9.10%，中国能建 (601868)上涨3.79%，云南铜业(000878)上涨2.86%，当升科技(300073)上涨2.84%。央企现代能源ETF(561790)上涨0.69% ...

Group 1 - The core viewpoint of the news highlights the performance of the Central State-owned Modern Energy ETF, which has shown a recent increase in value and trading activity, reflecting a positive market sentiment towards energy stocks amid rising electricity demand due to high temperatures [3][4]. - As of July 4, the National Energy Administration reported that the maximum national power load reached 1.465 billion kilowatts, an increase of approximately 200 million kilowatts compared to the end of June, marking a historical high and a year-on-year growth of nearly 150 million kilowatts [3]. - The Central State-owned Modern Energy ETF has seen a 0.80% increase in net value over the past six months, with a maximum single-month return of 10.03% since its inception [4]. Group 2 - The electricity price is expected to rise more than coal prices, with the current electricity market focusing on high dividends, indicating long-term investment value in thermal power [4]. - The Ningxia-Hunan ±800 kV UHVDC project has commenced operation, expected to deliver over 36 billion kilowatt-hours of electricity annually, with 50% from renewable sources, alleviating power shortages in Hunan and supporting the development of integrated wind-solar-storage systems [4]. - The management fee for the Central State-owned Modern Energy ETF is 0.50%, and the custody fee is 0.10%, which are among the lowest in comparable funds [5].

Core Insights - The total renewable energy generation in Tianshui's power grid reached 1.0084 billion kWh in the first half of 2025, marking a year-on-year increase of 26.68% [2] - The total installed capacity of power sources in Tianshui reached 1.8662 million kW by the end of June 2025, with renewable energy accounting for 1.1322 million kW, or 60.66% of the total capacity [2] - Tianshui's renewable energy utilization rate stands at 98.6%, indicating a significant improvement in the integration and consumption of renewable energy [2] Renewable Energy Development - Tianshui is focusing on building a green, low-carbon, and efficient modern energy system, emphasizing the development of wind and solar power to address energy self-sufficiency issues [2] - The city aims to establish the "Southeast Longdong Renewable Energy Base" by leveraging its resource endowments [2] - By 2025, all 675,000 kW of renewable energy projects under the 14th Five-Year Plan are expected to be connected to the grid, with additional projects planned following system access verification [2] Grid Infrastructure and Planning - The State Grid Tianshui Power Supply Company is proactively planning the layout of the power grid to enhance resource allocation and improve grid construction speed [3] - The company is committed to accelerating the construction of a new power system to meet the growing demand for renewable energy integration and consumption [3]

截至2025年7月4日 10:41，中证国新央企现代能源指数(932037)上涨0.46%，成分股长源电力(000966)上涨2.38%，中材科技(002080)上涨2.13%，中煤能源 (601898)上涨1.97%，太阳能(000591)上涨1.81%，大唐发电(601991)上涨1.81%。央企现代能源ETF(561790)上涨0.28%，最新价报1.09元。拉长时间看，截至 2025年7月3日，央企现代能源ETF近1周累计上涨0.65%，涨幅排名可比基金1/3。 流动性方面，央企现代能源ETF盘中换手3.58%，成交163.34万元。拉长时间看，截至7月3日，央企现代能源ETF近1月日均成交641.07万元，居可比基金第 一。 费率方面，央企现代能源ETF管理费率为0.50%，托管费率为0.10%，费率在可比基金中最低。 跟踪精度方面，截至2025年7月3日，央企现代能源ETF近1月跟踪误差为0.045%，在可比基金中跟踪精度最高。 央企现代能源ETF紧密跟踪中证国新央企现代能源指数，中证国新央企现代能源指数由国新投资有限公司定制，主要选取国务院国资委下属业务涉及绿色能 源、化石能源、能源输配等现代能 ...

Core Viewpoint - The China Securities Index for Modern Energy of State-Owned Enterprises has shown mixed performance, with a slight increase recently but a year-to-date decline, reflecting the overall trends in the modern energy sector [1][2]. Group 1: Index Performance - The index closed at 1284.8 points, with a trading volume of 20.648 billion yuan [1]. - Over the past month, the index has increased by 1.23%, and over the last three months, it has risen by 1.36%, while it has decreased by 4.08% year-to-date [1]. Group 2: Index Composition - The index is composed of 50 listed companies involved in green energy, fossil energy, and energy transmission and distribution, reflecting the performance of modern energy theme companies [1]. - The top ten weighted companies in the index include: - Changjiang Electric Power (10.02%) - Guodian NARI Technology (7.44%) - China Nuclear Power (6.4%) - Three Gorges Energy (5.1%) - Aluminum Corporation of China (4.68%) - Guodian Power (3.71%) - China Power Construction (3.49%) - China Shenhua Energy (3.08%) - State Power Investment Corporation (3.01%) - China National Petroleum Corporation (2.97%) [1]. Group 3: Market and Sector Breakdown - The Shanghai Stock Exchange accounts for 81.96% of the index's holdings, while the Shenzhen Stock Exchange represents 18.04% [1]. - In terms of industry distribution, the index's sample shows: - Utilities: 44.88% - Industrials: 22.59% - Energy: 17.31% - Materials: 14.35% - Communication Services: 0.88% [2]. Group 4: Index Adjustment and Fund Tracking - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2]. - Public funds tracking the index include: - Harvest CSI National New State-Owned Enterprises Modern Energy Link A - Harvest CSI National New State-Owned Enterprises Modern Energy Link C - ICBC CSI National New State-Owned Enterprises Modern Energy ETF - Bosera CSI National New State-Owned Enterprises Modern Energy ETF - Harvest CSI National New State-Owned Enterprises Modern Energy ETF [2].

赵刚还现场接待来访群众、听取积案化解情况。他强调，要扎实做好信访工作，切实把群众合理、 合法的利益诉求解决好保障好。 省直有关部门和榆林市负责同志参加活动。（记者：梁易炜） 在绥德县郝家桥村，赵刚详细了解乡村建设情况，希望当地用好红色资源，力促农文旅深度融合， 为推动乡村全面振兴再创新路子。在米脂县高西沟村，赵刚详细了解当地水土流失治理和村民生产生活 情况，强调要久久为功推进山水林田湖草沙一体化保护，努力实现人与自然和谐共生。 座谈会上，赵刚在听取延安市、榆林市工作汇报后指出，陕北地区是重要能源化工基地，要坚持稳 煤、扩油、增气并举，为保障国家能源安全作出更大贡献。要以创建能源革命创新示范区为契机，因地 制宜发展新质生产力，强化创新引领、项目支撑，加强区域产业协同和技术协作，推动产业不断向精细 化工延伸，实现上、中、下游有效衔接。要统筹做好优势产业巩固、传统产业转型、新兴产业布局，加 快构建具有陕西特色的现代能源产业集群。 6月17日至18日，省长赵刚到榆林市调研培育发展新质生产力、现代化产业体系建设和乡村振兴、 包抓信访事项化解情况，督导检查生态环境保护问题典型案例整改工作。他强调，要深入学习贯彻习近 平总 ...

Core Viewpoint - The Central State-Owned Enterprises Modern Energy Index (932037) has shown mixed performance among its constituent stocks, with a slight overall decline of 0.11% as of June 16, 2025, while specific companies like China Rare Earth (000831) and China Aluminum (601600) experienced gains [1] Group 1: Index Performance - The Central State-Owned Enterprises Modern Energy ETF (561790) increased by 0.09%, with a latest price of 1.07 yuan and a turnover rate of 8.11%, amounting to 3.99 million yuan in trading volume [1] - The ETF's average daily trading volume over the past week was 6.88 million yuan, ranking it first among comparable funds [1] Group 2: Investment Recommendations - Xiangcai Securities suggests focusing on upstream rare earth resource companies due to improved supply-demand dynamics, driven by expectations of supply contraction and relaxed export controls [1] - The Ministry of Commerce has approved a certain quantity of rare earth-related export applications, indicating potential short-term benefits for companies in the magnetic materials sector [1] Group 3: ETF Performance Metrics - The latest size of the Central State-Owned Enterprises Modern Energy ETF reached 49.28 million yuan, marking a one-month high [2] - Since its inception, the ETF has achieved a maximum monthly return of 10.03% and a longest consecutive monthly gain of 7 months, with an overall annualized return of 100% [2] - The ETF's maximum drawdown this year was 7.91%, with a management fee of 0.50% and a custody fee of 0.10%, the lowest among comparable funds [2] Group 4: Top Holdings - As of May 30, 2025, the top ten weighted stocks in the Central State-Owned Enterprises Modern Energy Index accounted for 51.1% of the index, with Longjiang Power (600900) being the largest at 10.48% [3][5]

本次获批的省级经开区中，主导产业涉及新材料的最多，包括华州、华阴、榆阳、神木、略阳、洋 县、汉滨、镇安等8个经开区。陕西能源资源富集，当前正聚力打造现代能源万亿级产业集群。记者了 解到，主导产业涉及能源和能源化工的有华州、延川、富县、榆阳等经开区。主导产业涉农的经开区也 各有特点，例如延川、富县经开区均发展农产品加工业，略阳经开区发展绿色食药产业，洋县经开区发 展有机食品制造业，镇安经开区发展绿色有机食品产业等。 批复认定后，各园区被分别命名为陕西潼关经济技术开发区、陕西华阴经济技术开发区、陕西华州 经济技术开发区、陕西延川经济技术开发区、陕西富县经济技术开发区、陕西榆阳经济技术开发区、陕 西神木经济技术开发区、陕西略阳经济技术开发区、陕西洋县经济技术开发区、陕西汉滨经济技术开发 区、陕西镇安经济技术开发区。 省政府对这些获批的经开区提出明确要求：合理、集约、高效利用土地资源，加大生态环境保护力 度，严格执行环境保护法律法规和环境准入要求。聚焦主导产业和龙头企业加大招商引资力度，优化产 业布局，提升产业链竞争优势，做大做强产业集群。健全安全管理机构，完善安全管理制度，保障安全 投入，切实提升园区安全管理水平。 ...

Core Viewpoint - The modern energy sector in China is experiencing a strategic revaluation due to export controls on medium and heavy rare earths, leading to increased overseas prices and a widening domestic-international price gap, which is expected to drive domestic prices upward [3][5]. Group 1: Market Performance - As of May 14, 2025, the China Modern Energy Index (932037) rose by 0.15%, with notable increases in component stocks such as China Rare Earth (000831) up 3.27% and Yunnan Aluminum (000807) up 2.39% [3]. - The China Modern Energy ETF (561790) has achieved a 0.19% increase, marking its seventh consecutive rise, with the latest price at 1.06 yuan [3]. Group 2: Liquidity and Trading Activity - The China Modern Energy ETF recorded a turnover rate of 6.87% during the trading session, with a transaction volume of 3.334 million yuan [4]. - Over the past week, the ETF's average daily trading volume was 6.4563 million yuan, ranking it first among comparable funds [4]. Group 3: Fund Growth and Performance - The ETF has seen a significant growth of 6.8009 million yuan in scale over the past six months, placing it in the top third of comparable funds [4]. - The ETF's share count increased by 9 million shares in the same period, also ranking in the top third among comparable funds [4]. - Since its inception, the ETF has achieved a maximum monthly return of 10.03% and a longest consecutive monthly gain of 7 months, with an overall annual profit rate of 100% [4]. Group 4: Valuation Metrics - The China Modern Energy Index is currently valued at a historical low with a price-to-book (PB) ratio of 1.41, which is below 95.4% of the time over the past year, indicating strong valuation attractiveness [5]. - The top ten weighted stocks in the index account for 51.18% of the total index weight, with significant contributors including Changjiang Electric (600900) and China Nuclear Power (601985) [5][7].