截至2025年7月22日 14:20，碳中和ETF泰康(560560)上涨1.39%，冲击4连涨，盘中换手5.52%，成交 364.36万元。跟踪指数中证内地低碳经济主题指数(000977)强势上涨1.41%，成分股特变电工(600089)上 涨9.98%，大全能源(688303)上涨6.87%，先导智能(300450)上涨4.64%，通威股份(600438)，南网储能 (600995)等个股跟涨。 截至2025年7月21日，碳中和ETF泰康(560560)近1周累计上涨1.41%，涨幅排名可比基金第一。 规模方面，碳中和ETF泰康(560560)最新规模达6549.94万元，创近1月新高。 东方证券分析指出，雅鲁藏布江下游水电站建设体量与投资规模显著：工程建设容量约6000-7000万千 瓦，相当于3个三峡工程；总投资约1.2万亿元，为6个三峡体量，将带动水电产业链景气度提升。 水势梯度优势突出，技术要求升级：下游大拐弯地区50公里内水位落差超2000米（整体约2300-2400 米，为三峡的20倍），规划建设5座梯级电站（单站梯度400-500米），对设计、施工及水轮发电机选型 要求提高，推动相关环节投资 ...

国际交流合作方面，2025年国际"碳中和与能源智联"论坛于北京盛大举行，吸引了来自19个国家的400 余位各界精英齐聚一堂。会议期间，各方共同发布《"碳中和与能源智联"（CNEST）北京倡议》，为 全球携手推进碳中和目标汇聚了广泛共识与强大合力，进一步印证了碳中和已成为跨越国界、引领全球 发展的关键议题。 碳中和ETF泰康(560560)紧密跟踪中证内地低碳经济主题指数，中证内地低碳经济主题指数由清洁能源 发电、能源转换及存储、清洁生产及消费与废物处理等公司组成，以反映低碳经济主题上市公司证券的 整体表现。 中证内地低碳经济主题指数精选50家低碳经济核心企业，构建起"清洁能源发电—能源转换存储—清洁 生产消费"的全产业链布局，前十大权重股涵盖长江电力、宁德时代、阳光电源等行业领军企业，具备 较强的行业代表性。 截至2025年7月21日 09:52，碳中和ETF泰康(560560)上涨0.88%， 冲击3连涨。跟踪指数中证内地低碳经 济主题指数(000977)上涨0.79%，成分股特变电工(600089)上涨4.23%，福莱特(601865)上涨2.12%，宁德 时代(300750)上涨2.10%，伟明环保(6 ...

Core Viewpoint - The carbon neutrality ETF (159790) is showing strong performance and growth, benefiting from the national "3060" carbon peak and carbon neutrality goals, with significant potential in the renewable energy and environmental protection sectors [3][5]. Performance Summary - As of April 28, 2025, the carbon neutrality ETF has increased by 0.56%, with notable gains in constituent stocks such as Sunshine Power (7.17%) and Goldwind Technology (6.56%) [3]. - Over the past week, the carbon neutrality ETF has accumulated a rise of 1.72%, ranking it in the top 20% among comparable funds [3]. - The ETF's trading volume reached 13.52 million yuan, with a turnover rate of 0.69% [3]. - The ETF's average daily trading volume over the past year is 29.50 million yuan, the highest among comparable funds [3]. Fund Size and Share Growth - The carbon neutrality ETF has seen a significant increase in size, growing by 13.29 million yuan over the past week, making it the largest carbon neutrality-themed ETF in the market [3]. - The ETF's shares have increased by 83 million over the past six months, indicating strong investor interest [3]. Return and Risk Metrics - The carbon neutrality ETF has achieved a net value increase of 0.23% over the past year, with a maximum monthly return of 20.08% since inception [4]. - The ETF has outperformed its benchmark with an annualized excess return of 2.37%, ranking in the top 40% among comparable funds [4]. - The ETF has a relatively low drawdown risk, with a year-to-date relative drawdown of 0.08% [4]. Fee Structure and Tracking Accuracy - The management fee for the carbon neutrality ETF is 0.50%, and the custody fee is 0.10% [4]. - The ETF has the highest tracking accuracy among comparable funds, with a tracking error of 0.033% over the past six months [4]. Valuation Insights - The underlying index, the CSI Mainland Low-Carbon Economy Theme Index, is currently valued at a historical low, with a price-to-book ratio (PB) of 2.27, which is below the index level for over 91.35% of the past year, indicating strong valuation attractiveness [4]. Top Holdings Overview - As of March 31, 2025, the top ten weighted stocks in the CSI Mainland Low-Carbon Economy Theme Index account for 61.81% of the index, including major players like Yangtze Power and CATL [5].