（文章来源：每日经济新闻） 消息面上，近日在2025新型电力系统发展（崇礼）论坛上，相关业内人士表示，要把握好"十五五"战略 关键期，以加快构建新型电力系统为主题，以电力行业高质量发展为主线，统筹源网荷储各侧，科学规 划和实施一批重大战略任务、重大工程项目、重大改革举措，推动新型电力系统建设取得新的突破。 湘财证券表示，全国统一电力市场建设加速推进下，我们持续看好电力资产价值重估。推荐关注三条主 线：基本面稳健、长期有望受益统一电力市场建设的水电标的；成本下行情况下业绩有望改善且资产所 在区域供需格局好的火电标的；绿电存量项目盈利平稳过渡推动板块估值修复，在全面入市开启背景下 看好运营能力强的龙头企业和资源区位优质的标的。 9月26日，A股三大指数震荡回调，电力板块逆市上涨，风力发电概念开盘后持续拉升，相关ETF集体逆 市上涨，截至10:14，绿电ETF（562550）涨幅0.64%，公用事业ETF（159301）涨幅0.43%，电网设备 ETF（159326）涨幅0.38%，绿电ETF持仓股嘉泽新能涨停，上海电力、节能风电、龙源电力、甘肃能 源、太阳能等涨幅居前。 ...

Group 1 - A-shares indices collectively surged on July 22, driven by news related to the Yarlung Tsangpo River downstream hydropower project, with related stocks such as Wuxin Tunnel Engineering and China Railway Heavy Industry hitting the daily limit [1] - The Yarlung Tsangpo River downstream hydropower project, which commenced on July 19, involves the construction of five cascade power stations with a total investment of approximately 1.2 trillion yuan, generating power equivalent to three Three Gorges projects, marking it as the largest hydropower project in human history [1] - According to Everbright Securities, the Yarlung Tsangpo River downstream hydropower development is a key project during China's 14th Five-Year Plan, with secured funding and expected to effectively boost infrastructure investment growth [1] Group 2 - Huatai Securities indicated that the power consumption demand driven by the Yarlung Tsangpo downstream project will promote the construction of ultra-high voltage direct current lines, with equipment investment potentially reaching 50 billion yuan, benefiting leading companies in the power grid equipment sector [1] - The Infrastructure 50 ETF (159635) tracks the China Securities Infrastructure Index, covering industries such as infrastructure construction and engineering machinery, with a weight of over 95% in construction and engineering machinery [2] - The Electric Grid Equipment ETF (159326) is the only ETF tracking the China Securities Electric Grid Equipment Index, focusing on ultra-high voltage industries and smart grid construction [2] - The Green Power ETF (562550) tracks the China Securities Green Power Index, including clean energy companies like hydropower, wind power, and photovoltaic power, with a water power weight of 29.12% [2]

Group 1 - The electric power sector showed strong performance despite a market downturn, with the green electricity ETF rising by 0.59%, leading the market [1] - Key stocks in the green electricity ETF, such as Ganneng Co. and Jiazhe New Energy, saw increases of over 4% [1] - Recent government policies aim to promote the high-quality development of the renewable energy green power certificate market, encouraging residential consumption of green electricity [1] Group 2 - The government work report emphasized the importance of a green low-carbon economy and called for the establishment of a green consumption incentive mechanism [1] - The report highlighted the acceleration of the construction of "Shagehuang" new energy bases and the development of offshore wind power [1] - The successful completion of the first voluntary emission reduction transaction in the national CCER market, with a transaction price of 80 yuan per ton, indicates the rapid development of China's carbon emission control system [1] Group 3 - The green electricity ETF (562550) tracks the China Securities Green Power Index, including clean energy companies as well as transitional energy sources like thermal and nuclear power [2] - The electric grid equipment ETF (159326) is the first of its kind in the market, focusing on capturing growth opportunities in new power system construction and electricity reform [2]