11月13日午后，A股三大指数集体拉升，电网设备龙头股保变电气异动上涨。截至14:02，涨幅近8%， 全市场唯一的电网设备ETF（159326）涨幅1%，成交额达3.03亿元，其他持仓股平安电工、特锐德、中 能电气、华通线缆、双杰电气等跟涨。 消息面上，国家能源局发布关于促进新能源集成融合发展的指导意见。其中提到，积极推动新能源与新 兴产业融合互促发展。结合"东数西算"工程建设，统筹算力设施绿电需求和新能源资源禀赋，推动新能 源基地与算力设施协同规划，探索依托海上风电基地就近建设算力设施。分类挖掘算力负荷时空可调节 潜力，促进电力、算力双网融合运行，为加快构建全国一体化算力网提供绿色电力支撑。 东莞证券表示，"十五五"规划建议提出加快建设新型能源体系，持续提高新能源供给比重，推进化石能 源安全可靠有序替代，着力构建新型电力系统，建设能源强国。全面提升电力系统互补互济和安全韧性 水平，科学布局抽水蓄能，大力发展新型储能，加快智能电网和微电网建设。 绿电ETF（562550）及其场外联接（018734/018735）跟踪中证绿色电力指数，不仅包括以水电、风电 及光伏发电为代表的清洁能源企业，同时也纳入了火电、核电 ...

华西证券表示，按当前装机进度测算，风电、光伏为主的新能源在2025~2035年仍有近20亿千瓦的新增 空间。第二、第三批大型风光基地加速建设，深远海风电、分散式风电稳步推进，集中式与分布式光伏 持续扩容。行业有望在"双碳"目标驱动下实现长期增长，仍看好新能源产业机会。 （文章来源：每日经济新闻） 9月30日，A股三大指数继续上行，电力板块早盘维持低位震荡，午后持续拉升。截至14:23，绿电ETF （562550）强势翻红，持仓股上海电力涨超8%，嘉泽新能、桂冠电力、吉电股份、建投能源、晶科科 技等股跟涨。 消息面上，国资委召开部分国有企业经济运行座谈会，首次提出"稳电价反内卷"，绿电行业有望迎来反 转。 ...

（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]