水电龙头股对公募产品的吸引，已体现在产品类型多样化上的魅力四射。 随着公募行业愈加重视高质量选股，以及水电行业在低估值、红利和高股息上的吸引力，廉价的水电赋能AI 与科技的现实，也逐步打破配置水电股的基金产品类型界限。券商中国记者注意到，从红利基金到科技基金， 从环保基金到互联网基金，从国企主题到全球QDII，重仓水电龙头股的基金产品类型愈加多样化，部分债券 基金甚至将一半的股票仓位，重仓配置到一只水电股上，体现出水电的高质量增长，正成为公募资金蜂拥而入 的关键力量。 打破行业界限，水电股吸引基金类型多样化 伴随着2025年夏季全国各地的高温天气，电力股已经持续进入投资者视野。例如公募重仓的超级牛股、水电龙 头长江电力就备受资金关注，目前长江电力市值拉高到7218亿元，已接近这只基金重仓股的历史新高。自2014 年以来至今的12个年度里，长江电力有10个年度取得股价正收益，其间 出现巨大涨幅 。 而今，此股的吸引力正呈现出基金经理逐步打破行业固有印象的局面。券商中国记者注意到，长江电力对基金 产品类型的吸引堪称多样化，当前公募基金对长江电力的重仓来源不仅A股基金，还有港股基金甚至全球QDII 基金，不仅吸引红 ...

Group 1 - The water and electricity industry is increasingly attracting various types of public funds due to its low valuation and high dividend characteristics, leading to a diverse range of fund products heavily investing in leading water power stocks like Changjiang Electric [1][2] - Changjiang Electric has a market capitalization of 721.8 billion yuan and has achieved positive stock price returns in 10 out of the last 12 years, making it a favored choice among different fund types, including A-share, Hong Kong stock, and global QDII funds [2][3] - Various thematic funds, such as dividend, state-owned enterprise, and environmental funds, have also heavily invested in Changjiang Electric, with some funds allocating over 9% of their portfolios to this stock [2][3] Group 2 - The bond fund sector, which typically has lower stock allocation needs, has also shown interest in Changjiang Electric, increasing its stock allocation from 0.16% to 6.22% within a few months, indicating strong preference for this stock [3] - The fundamental resilience of water power stocks, along with characteristics like corporate governance, cash flow, and low valuation, aligns with the high-quality stock selection criteria of public funds [4][5] - Changjiang Electric is projected to achieve an operating revenue of 84.492 billion yuan in 2024, a year-on-year increase of 8.12%, and a net profit of 32.5 billion yuan, reflecting a 19.28% growth, which is attractive in the current economic environment [4] Group 3 - The public fund industry is increasingly launching high-dividend products and index funds, which will likely lead to continued investment in quality water power stocks, supporting the real economy [7][8] - The market for clean energy generation is expected to expand significantly, driven by the overall increase in electricity demand and the transition to renewable energy sources, highlighting the long-term investment value of the green power sector [8]