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高层指导意见发布,2035年新型电力系统基本建成
Mei Ri Jing Ji Xin Wen· 2025-11-11 01:16
Group 1 - The core viewpoint of the articles emphasizes the importance of developing a new energy system and enhancing the consumption and regulation of renewable energy by 2035, with a focus on establishing a unified national electricity market [1] - The "14th Five-Year Plan" further clarifies the significance of the new energy system, highlighting long-term development priorities such as consumption, resilience, and electrification in power system construction [1] - According to CITIC Securities, there are medium to long-term opportunities in ultra-high voltage, flexible DC transmission, and smart grid sectors due to policy guidance [1] Group 2 - The electric grid equipment ETF (159326) is the only ETF tracking the China Securities Electric Grid Equipment Theme Index, with a strong representation in sectors like transmission and distribution equipment, grid automation, and cable components [1] - The ultra-high voltage sector has a significant weight of 64% in the index, the highest in the market [1] - The green electricity ETF (562550) and its off-market connections (018734/018735) track the China Securities Green Power Index, which includes clean energy companies as well as transitional samples from thermal and nuclear power [2]
ETF收评:汽车零部件ETF领涨1.96%,电力ETF基金领跌2.23%
news flash· 2025-04-29 07:02
Group 1 - The overall performance of ETFs showed mixed results, with the automotive parts ETF (562700) leading gains at 1.96% [1] - The automotive accessories ETF (562260) increased by 1.69%, while the media ETF (159805) rose by 1.65% [1] - Conversely, the power sector ETFs experienced declines, with the power ETF fund (561700) dropping by 2.23%, the green energy ETF (562550) falling by 2.14%, and the power ETF (159611) decreasing by 2.04% [1] Group 2 - The market is undergoing adjustments, suggesting that investors may consider broad-based indices for bottom-fishing opportunities [1]