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高耗能行业强制消纳政策驱动绿证消费增长,绿色电力ETF(159625)近3月新增规模同类居首!
Xin Lang Cai Jing· 2025-05-19 02:59
Group 1 - The core viewpoint of the news highlights the positive performance of the green power sector, with the National Green Power Index rising by 0.71% and significant gains in constituent stocks such as Hunan Development and Electric Power Investment [1][4] - The Green Power ETF (159625) has shown a 0.70% increase and ranks first in cumulative gains among comparable funds over the past two weeks [1] - The trading volume of the Green Power ETF reached 10.41 million yuan, with a turnover rate of 2.93% [4] Group 2 - The Green Power ETF has seen substantial growth in scale, increasing by 89.57 million yuan over the past three months, leading among comparable funds [4] - The ETF's share count has also risen by 71.60 million shares in the last three months, marking significant growth [4] - The latest price-to-earnings ratio (PE-TTM) of the National Green Power Index is 18.74, indicating it is at a historical low compared to the past three years [4] Group 3 - In March 2025, the National Development and Reform Commission issued guidelines to enhance the green electricity consumption ratio across various high-energy industries, aiming for a minimum of 80% for new data centers by 2030 [5] - The recent policy push is expected to stimulate the green certificate market, enhancing the pricing of green electricity's environmental value [5] - Investors can leverage the corresponding Green Power ETF linked fund (017057) to capitalize on these investment opportunities [5]