（文章来源：每日经济新闻） 碳中和50ETF（159861）跟踪的是环保50指数（930614），该指数从沪深市场中选取涉及环境保护、清 洁能源、节能减排等业务的上市公司证券作为指数样本，覆盖新能源、环保设备与服务等行业，旨在反 映绿色经济相关上市公司证券的整体表现。 中泰证券指出，电力设备行业方面，加快能源绿色低碳转型是全面绿色转型的"牛鼻子"，"十五五"将加 快建设新型能源体系，重点发展非化石能源并推进化石能源清洁高效利用。光伏设备行业方面，硅料价 格重心小幅波动，成交整体偏观望；硅片价格虽有波动但整体稳健；电池片环节显现颓势，183N需求 持续减弱；组件价格小幅震荡，210需求较高但210R价格下跌；光伏玻璃成交不佳，头部企业坚挺高价 而二三线让利出货，库存增多下价格可能进一步松动。国内海风建设节奏有序进行，预期逐步迎来交付 高峰期。 ...

Core Viewpoint - Hengyu Environmental Protection has established itself as a global leader in the thermal cracking industry, focusing on technology, equipment, and operations, and has significantly increased its revenue and net profit in the first quarter of the year [1]. Group 1: Company Overview - Hengyu Environmental Protection has nearly 40 years of experience in the thermal cracking field, evolving into a comprehensive company that integrates technology, equipment, and operations [1]. - The company has upgraded its business model to "equipment + operations" to enhance operational stability and sustainability, while expanding profit growth points [1]. Group 2: Financial Performance - In the first quarter of the year, the company's revenue and net profit attributable to shareholders increased by 274.69% and 150.38% year-on-year, respectively, laying a solid foundation for annual performance growth [1][4]. Group 3: Technological Advancements - The company has developed key technologies for organic solid waste thermal cracking resource disposal, addressing industry challenges such as coking, material sealing, and product aggregation, achieving a mineral oil content of less than 0.05% or a cracking rate of over 99% [2]. - Hengyu's technology has been recognized as a domestic first and meets international advanced standards, with its products certified by multiple international organizations [3]. Group 4: Market Expansion and Projects - Hengyu Environmental Protection is actively exploring the "equipment + operations" dual-drive model, with ongoing projects in waste tire, waste plastic, oil sludge, and organic hazardous waste sectors [3][4]. - The company has signed significant contracts, including a BOO project in Enshi with a total estimated contract value of no less than 148 million yuan, and is advancing projects in Zhejiang and a tire disposal project expected to be the largest in the country [4].