Workflow
碳中和ETF基金
icon
Search documents
碳中和ETF基金(159885)涨超4.6%,多重利好催化新能源板块全线走高
Xin Lang Cai Jing· 2025-09-05 04:22
数据显示,截至2025年8月29日,中证内地低碳经济主题指数(000977)前十大权重股分别为宁德时代 (300750)、长江电力(600900)、阳光电源(300274)、隆基绿能(601012)、中国核电(601985)、特变电工 (600089)、亿纬锂能(300014)、三峡能源(600905)、通威股份(600438)、国轩高科(002074),前十大权重 股合计占比59.48%。 碳中和ETF基金(159885),场外联接A:012754;联接C:012755;联接I:022797。 碳中和ETF基金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。 截至2025年9月5日 11:07,中证内地低碳经济主题指数(000977)强势上涨4.37%,成分股先导智能 (300450)上涨14.88%,锦浪科技(300763)上涨14.72%,阿特斯(688472)上涨12.41%,阳光电源(300274), 天赐材料(002709)等个股跟涨。碳中和ETF基金(159885)上涨4. ...
碳中和ETF基金(159885)上涨1.72%,清洁能源需求持续提升
Xin Lang Cai Jing· 2025-08-25 02:30
Group 1 - The national energy administration reports that from January to July, the national electricity market transaction volume increased by 3.2% year-on-year, with green electricity transaction volume significantly rising by 43.2%, indicating a sustained increase in clean energy demand [1] - As of August 25, the carbon neutrality ETF fund (159885.SZ) rose by 1.72%, and its associated index, the domestic low-carbon index (000977.CSI), increased by 1.70%. Key constituent stocks such as Sunshine Power rose by 3.80%, Yangtze Power by 1.58%, Robotech by 15.78%, Daqo Energy by 14.59%, and Goldwind Technology by 10.04% [1] - Research from brokerage firms indicates that Indonesia has proposed a large-scale solar storage plan, with the development restrictions on photovoltaics gradually easing. The microgrid solar storage system in Indonesia has significant growth potential, with an estimated overall investment scale reaching trillions of RMB, likely boosting the distributed photovoltaic and energy storage industries [1][2] - Changjiang Securities focuses on the continuous growth trend of high-voltage equipment, with multi-variety exports reaching new highs, reflecting structural opportunities in the power grid equipment sector [1]
西北首个百万千瓦级“绿电直连”项目启动在即,碳中和ETF基金(159885)涨超1%
Xin Lang Cai Jing· 2025-08-08 05:47
截至2025年8月8日 13:24,中证内地低碳经济主题指数(000977)强势上涨1.14%,成分股阳光电源 (300274)上涨12.95%,三一重能(688349)上涨9.13%,锦浪科技(300763)上涨4.32%,金风科技(002202), 捷佳伟创(300724)等个股跟涨。碳中和ETF基金(159885)上涨1.17%,最新价报0.61元。 在塔克拉玛干沙漠北缘,塔里木油田建成的上库高新区低碳转型130万千瓦光伏项目正在探索"绿电直 连"。实施后,这也将成为我国西北地区首个百万千瓦级"绿电直连"项目。 中信建投证券指出,锂电:碳酸锂停产信息敏感度降低,本周美国政策等博弈依然较重,展望下半年需 求仍超预期。电力设备:本周AIDC配套及出口板块情绪回暖,关注公司业绩兑现情况,预计出口&高 压设备&网外(抢装)会带来积极影响。光储:多晶硅价格受成本端支撑明确,产能整合之后的控产是盈 利能否进一步向上的核心矛盾。风电:市场目前显著低估了风机价格改善给风机企业带来的盈利弹性, 重点推荐主机、海风环节。 碳中和ETF基金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 ...
碳中和ETF基金(159885)上涨近2%,全国碳市场累计成交额超462亿元
Xin Lang Cai Jing· 2025-07-22 06:03
截至2025年7月22日 13:30,中证内地低碳经济主题指数(000977)强势上涨1.69%,成分股特变电工 (600089)上涨9.98%,大全能源(688303)上涨7.80%,先导智能(300450)上涨5.75%,通威股份(600438), 南网储能(600995)等个股跟涨。碳中和ETF基金(159885)上涨1.97%, 冲击4连涨。最新价报0.62元。 碳中和ETF基金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。 数据显示,截至2025年6月30日,中证内地低碳经济主题指数(000977)前十大权重股分别为宁德时代 (300750)、长江电力(600900)、阳光电源(300274)、隆基绿能(601012)、中国核电(601985)、三峡能源 (600905)、特变电工(600089)、亿纬锂能(300014)、通威股份(600438)、国投电力(600886),前十大权重 股合计占比60.26%。 碳中和ETF基金(159885),场外联接A:012754;联接 ...
碳中和ETF基金(159885)多只成分股飘红,中国能建400MW风电项目获核准
Xin Lang Cai Jing· 2025-06-26 03:16
Group 1 - The China Securities Low-Carbon Economy Theme Index (000977) has shown a slight increase of 0.07% as of June 26, 2025, with notable gains in constituent stocks such as Enjie Co., Ltd. (002812) up 4.47%, Daqo New Energy (688303) up 4.23%, and Tongwei Co., Ltd. (600438) up 2.30% [1] - The carbon neutrality ETF fund (159885) has also increased by 0.35%, marking its fourth consecutive rise, with the latest price reported at 0.58 yuan [1] - The approval of the 400MW Phase II wind power project by China Energy Construction in Jixi, Heilongjiang Province, is expected to provide approximately 1 billion kWh of clean electricity annually, saving about 330,000 tons of standard coal and reducing carbon dioxide emissions by approximately 760,000 tons [1] Group 2 - Guojin Securities is optimistic about the global wind power installation maintaining a high level in 2026, supported by strong domestic demand, with an increase of 19% year-on-year in domestic wind power installations from January to April 2025, totaling about 20GW [2] - The offshore wind project scale has exceeded 9GW, with expectations of 100GW for onshore wind installations and 10GW for offshore wind installations in 2025 [2] - The carbon neutrality ETF fund closely tracks the China Securities Low-Carbon Economy Theme Index, which includes companies involved in clean energy generation, energy conversion and storage, clean production and consumption, and waste treatment [2] Group 3 - As of April 30, 2025, the top ten weighted stocks in the China Securities Low-Carbon Economy Theme Index include Yangtze Power (600900), CATL (300750), Longi Green Energy (601012), and others, collectively accounting for 62.79% of the index [3]
2025 SNEC如期召开,碳中和ETF基金(159885)午后涨近1%
Xin Lang Cai Jing· 2025-06-11 06:33
Group 1 - The core viewpoint of the articles highlights the positive performance of companies in the low-carbon economy sector, particularly in the photovoltaic industry, driven by events such as the International Solar Energy and Smart Energy Conference [1] - As of June 10, 2025, notable stock performances include Aisuo Co., Ltd. (up 7.48%), Hengdian East Magnetic (up 5.01%), and Xinjubang (up 4.18%), indicating strong market interest in these companies [1] - The Carbon Neutrality ETF Fund (159885) has shown a slight increase of 0.89%, reflecting the overall positive sentiment in the low-carbon economy sector [1] Group 2 - The top ten weighted stocks in the China Securities Low-Carbon Economy Theme Index (000977) as of May 30, 2025, include major players such as Yangtze Power, Ningde Times, and Longi Green Energy, collectively accounting for 63.6% of the index [2] - The index is designed to reflect the overall performance of listed companies in the low-carbon economy, including sectors like clean energy generation and waste management [1][2] Group 3 - The ongoing supply-side reforms, technological innovations, and overseas changes are key focus areas for the photovoltaic industry, as companies strive to reduce costs and explore new growth avenues [1] - The International Solar Energy and Smart Energy Conference serves as a platform for companies to showcase advancements, such as JinkoSolar's TOPCon technology and Aisuo's high-efficiency ABC components [1]
碳中和ETF基金(159885)受储能逆变器及核聚变概念催化,电池材料标的领涨
Xin Lang Cai Jing· 2025-06-10 02:33
Group 1 - The carbon neutrality ETF fund (159885.SZ) increased by 0.36%, with its associated index, the domestic low-carbon index (000977.CSI), rising by 0.52% [1] - Key component stocks such as Sunshine Power rose by 3.10%, CATL by 0.48%, Changjiang Electric by 0.37%, Putailai by 6.19%, and Longi Green Energy by 0.76% [1] - The solid-state battery concept continues to show strength, with Jin Yinhe rising over 15% and Daoming Optics hitting the daily limit, driven by major automakers planning to launch new models with solid-state batteries by the second half of 2025 [1] Group 2 - According to Jias Consulting, energy storage inverters, while only accounting for 16% of the value, play a crucial role in system efficiency, safety, and power quality, covering the entire industry chain from raw materials to application scenarios [2] - Changjiang Securities analyzes that the photovoltaic sector is currently at a double bottom in terms of chips and fundamentals, with institutional holdings dropping to a historical low of 1.83%, indicating industry bottom characteristics [2] - The performance of photovoltaic companies within the carbon neutrality ETF is linked to the overall industry dynamics, as head enterprises are reducing output and second- and third-tier companies are engaging in equity transfers [2] Group 3 - Related products include the carbon neutrality ETF fund (159885) and its linked funds (Class A 012754, Class C 012755, Class I 022797) [2] - Associated stocks include Changjiang Electric (600900), CATL (300750), Sunshine Power (300274), Longi Green Energy (601012), China Nuclear Power (601985), Three Gorges Energy (600905), Tebian Electric (600089), EVE Energy (300014), Tongwei Co. (600438), and Guotou Power (600886) [4]
碳中和ETF基金(159885)涨超1.3%冲击3连涨,两岸碳中和大会在福州举办
Xin Lang Cai Jing· 2025-05-21 06:51
Group 1 - The core theme of the news revolves around the rising interest and investment in low-carbon economy initiatives, highlighted by the performance of the China Securities Low-Carbon Economy Theme Index and related ETFs [1][2][3] - The China Securities Low-Carbon Economy Theme Index (000977) saw a strong increase of 1.21%, with significant gains in constituent stocks such as Guoxuan High-Tech (up 9.99%) and Ningde Times (up 4.41%) [1] - The Carbon Neutrality ETF (159885) has experienced a 1.39% increase, marking its third consecutive rise, indicating growing investor confidence in carbon neutrality initiatives [2] Group 2 - The 2025 (Third Cross-Strait Carbon Neutrality Conference) held in Fuzhou focused on sustainable development opportunities and cooperation between the two sides, with over 200 experts and industry leaders participating [2] - The conference resulted in the "Cross-Strait Enterprises Carbon Neutral Green Action Fuzhou Initiative," urging enterprises to commit to green practices and contribute to global climate governance [2] - A report from Dongwu Securities emphasized the importance of achieving carbon peak and carbon neutrality by 2030, with a focus on establishing zero-carbon parks and factories, and expanding the national carbon trading market [2][3] Group 3 - CITIC Securities highlighted that achieving carbon neutrality by 2060 is crucial for China to integrate into the new global industrial chain and build a community with a shared future [3] - Non-fossil energy is expected to be the main driver of energy growth, with policies focusing on energy consumption control, carbon trading, and green finance [3] - The top ten weighted stocks in the China Securities Low-Carbon Economy Theme Index account for 62.79% of the index, indicating a concentrated investment in key sectors such as clean energy and storage [3]