Group 1 - The core viewpoint of the news highlights the performance and trends in the modern energy sector, particularly focusing on the Central State-Owned Enterprises (SOEs) and their investment activities in renewable energy projects [3][4][5] - As of August 29, 2025, the Central State-Owned Enterprises Modern Energy ETF has shown a net value increase of 19.80% over the past two years, with a maximum monthly return of 10.03% since its inception [4] - The top ten weighted stocks in the Central State-Owned Enterprises Modern Energy Index account for 48.28% of the index, indicating a concentrated investment in key players within the energy sector [5] Group 2 - In the first half of 2025, China's total investment in new energy projects reached approximately 1.4 trillion yuan, despite a year-on-year decline of 32.2%, with wind and solar power investments showing significant decreases [3] - Wind power projects attracted 365.4 billion yuan, while solar power projects received 195 billion yuan, reflecting a saturation in traditional energy markets but continued interest in offshore wind and other niche areas [3] - Water power sector demonstrated resilience in profitability, with leading companies like Yangtze Power achieving a 14.9% year-on-year increase in net profit despite challenges in water supply [3]

流动性方面，央企现代能源ETF盘中换手44.07%，成交2193.77万元，市场交投活跃。拉长时间看，截至7月21日，央企现代能源ETF近1周日均成交844.59万 元。 截至2025年7月22日 13:49，中证国新央企现代能源指数(932037)强势上涨2.11%，成分股中国能建(601868)上涨10.20%，中国电建(601669)上涨10.02%，东方 电气(600875)上涨9.99%，大唐发电(601991)，中国西电(601179)等个股跟涨。央企现代能源ETF(561790)一度涨超2%，现涨1.66%， 冲击4连涨。最新价报 1.17元。拉长时间看，截至2025年7月21日，央企现代能源ETF近1周累计上涨4.08%，涨幅排名可比基金1/3。 央企现代能源ETF(561790)，场外联接(博时中证国新央企现代能源ETF发起式联接A：021922；博时中证国新央企现代能源ETF发起式联接C：021923)。 东方证券指出，雅下水电工程总装机容量约6000-7000万千瓦，相当于3个三峡工程体量，总投资约1.2万亿元，约为6个三峡工程体量。该工程将采用截弯取 直、隧洞引水方式开发，水位落差达2 ...