2026年2月26日早盘，截至10:33，国证绿色电力指数上涨0.77%，成分股华银电力上涨10.06%，福能股 份上涨5.72%，广安爱众上涨4.16%，天富能源上涨3.76%，银星能源上涨3.74%。 绿色电力ETF嘉实(159625)紧密跟踪国证绿色电力指数，是布局绿色电力相关上市公司整体表现的便利 工具。 场外投资者可通过对应的绿色电力ETF联接基金（017057）把握投资机会。 长江证券指出，2025年我国电力系统呈现"电量宽松与容量紧张"的结构性矛盾：火电电量近十年首现负 增长，但高峰时期可靠容量需求与调节压力持续上升，倒逼火电新增装机保持高位；与此同时，2026年 用电增速有望回升至5.04%，叠加AI数据中心、工业电气化等新增负荷，绿电供需与盈利恶化态势或将 迎来拐点。政策层面，国家发改委已提出适时建立可靠容量补偿机制，测算落地后2026年全国平均容量 电价折度电电价将提升0.041~0.050元/千瓦时，绿电板块"困境反转"逻辑进一步强化。 数据显示，截至2026年1月30日，国证绿色电力指数前十大权重股分别为中国核电、长江电力、三峡能 源、国投电力、中国广核、川投能源、上海电力、华能水电、 ...

Group 1 - The core viewpoint of the news highlights the positive performance of the green power sector, with the National Green Power Index rising by 0.62% and several key stocks experiencing significant gains, such as Jinkai New Energy reaching a 10% limit up [1] - The State Council has issued an implementation opinion to establish a unified national electricity market system by 2035, with a steady increase in the proportion of market-based electricity transactions [1] - The development of virtual power plants is accelerating towards a scale and market-oriented phase, with a target of achieving over 20 million kilowatts of adjustment capacity by 2027 and 50 million kilowatts by 2030 [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the National Green Power Index account for 52.75% of the index, including major companies like China Nuclear Power and Yangtze Power [2] - The green power ETF managed by Harvest (159625) closely tracks the National Green Power Index, providing a convenient tool for investors to gain exposure to the overall performance of green power-related listed companies [2] - Investors can also access investment opportunities through the corresponding green power ETF linked fund (017057) [3]

数据显示，截至2026年1月30日，国证绿色电力指数前十大权重股分别为中国核电、长江电力、三峡能 源、国投电力、中国广核、川投能源、上海电力、华能水电、华能国际、电投绿能，前十大权重股合计 占比52.75%。 绿色电力ETF嘉实(159625)紧密跟踪国证绿色电力指数，是布局绿色电力相关上市公司整体表现的便利 工具。 场外投资者可通过对应的绿色电力ETF联接基金（017057）把握投资机会。 2026年2月11日盘中，绿色电力概念震荡走强，截至10:23，国证绿色电力指数上涨0.21%，成分股天顺 风能上涨3.93%，乐山电力上涨2.51%，金开新能上涨2.42%，西昌电力上涨2.26%，银星能源上涨 1.60%。 中国电力企业联合会预测，2026年太阳能发电装机规模将首次超过煤电装机规模，年底风电和太阳能发 电合计装机规模将达到总发电装机的一半，标志着我国电源结构历史性拐点到来。与此同时，2025年光 伏发电利用率达94.8%、风电利用率达94.3%，新能源并网消纳能力持续增强，为绿色电力长期稳定出 力提供坚实基础。 国信证券研报观点指出，136号文推动新能源全面参与电力市场，并同步建立可持续发展价格结算机 ...

Group 1 - The core viewpoint of the news highlights the positive performance of the thermal power and electric grid sectors, with the National Green Power Index rising by 0.20% as of February 6, 2026, and several key stocks showing significant gains [1] - The completion of the China-Laos 500 kV interconnection project marks a significant milestone, enabling a mutual electricity supply capacity of 1.5 million kilowatts and an annual transmission of 3 billion kilowatt-hours of clean electricity [1] - By 2025, the national electricity market transaction volume is expected to reach 6.6 trillion kilowatt-hours, with spot trading accounting for 4%, and renewable energy hydrogen production capacity exceeding 250,000 tons, doubling year-on-year [1] Group 2 - The strategic importance of green electricity is increasingly recognized as the energy transition progresses, shifting from mere capacity expansion to high-quality development characterized by supply-demand coordination and integrated energy systems [2] - As of January 30, 2026, the top ten weighted stocks in the National Green Power Index account for 52.75% of the index, including major players like China Nuclear Power and Yangtze Power [2] - The Jiashi Green Power ETF (159625) closely tracks the National Green Power Index, providing a convenient tool for investors to gain exposure to the overall performance of green power-related listed companies [2]

Group 1 - The core viewpoint of the news highlights the performance of the National Green Power Index, which fell by 1.36% as of February 5, 2026, with mixed results among constituent stocks [1] - In 2025, China's new energy installed capacity reached a historical high, with a total of 434.4 GW added, accounting for 80.2% of all new power generation installations; solar power capacity reached 1.2 billion kW, a year-on-year increase of 35.4%, while wind power capacity reached 640 million kW, a year-on-year increase of 22.9% [1] - Zhongyuan Securities suggests a "barbell strategy" for power asset allocation, focusing on cutting-edge areas like virtual power plants and controllable nuclear fusion for offensive investments, while defensive investments should target large hydropower and high-dividend thermal power companies with stable profitability [1] - Galaxy Securities notes the introduction of a capacity price mechanism for coal, gas, pumped storage, and new energy storage, marking a significant upgrade for storage from an auxiliary service role to a core function of the power system, which is expected to enhance profitability stability and construction enthusiasm [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the National Green Power Index include China Nuclear Power, Yangtze Power, Three Gorges Energy, and others, collectively accounting for 52.75% of the index [2] - The Green Power ETF by Harvest (159625) closely tracks the National Green Power Index, serving as a convenient tool for investing in the overall performance of listed companies related to green power [2] Group 3 - Investors can seize investment opportunities through the corresponding Green Power ETF linked fund (017057) [3]

Group 1 - The core viewpoint of the news highlights the positive performance of the green power sector, with the Guozheng Green Power Index rising by 0.90% and significant gains in constituent stocks such as Nanwang Energy (+4.87%) and solar energy companies (+3.54%) [1] - The Aisa Wind Power Project in Ethiopia, constructed by a Chinese company, has commenced operations with a total installed capacity of 120 MW, marking a significant milestone in international renewable energy projects [1] - A new pricing mechanism for independent new-type energy storage capacity has been established by the National Development and Reform Commission and the National Energy Administration, enhancing the investment attractiveness and revenue certainty for energy storage projects [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the Guozheng Green Power Index include major players like China Nuclear Power and Three Gorges Energy, collectively accounting for 52.75% of the index [2] - The Green Power ETF (159625) closely tracks the Guozheng Green Power Index, providing a convenient tool for investors to gain exposure to the overall performance of listed companies in the green power sector [2] - Investors can also access investment opportunities through the corresponding Green Power ETF linked fund (017057) [3]

Group 1 - The core viewpoint of the news highlights a decline in the National Green Power Index by 1.44%, with major stocks like Tianfu Energy and others experiencing significant drops amid rising electricity demand due to winter conditions [1] - The national peak electricity load has surpassed 1.417 billion kilowatts for the first time in winter, with a rapid increase of 150 million kilowatts within three days, driven by cold weather [1] - A joint guideline for "Zero Carbon Factory Construction" has been issued, aiming to select benchmark zero-carbon factories starting in 2026, particularly in key industries such as photovoltaics and lithium batteries, to support green electricity consumption and demand growth [1] Group 2 - In 2025, the national electricity market transaction volume reached 66,394 billion kilowatt-hours, a year-on-year increase of 7.4%, with green electricity transaction volume at 3,285 billion kilowatt-hours, up 38.3%, indicating a maturing market mechanism [1] - The top ten weighted stocks in the National Green Power Index as of December 31, 2025, include major companies like China Nuclear Power and Yangtze Power, collectively accounting for 54.68% of the index [2] - The Green Power ETF (159625) closely tracks the National Green Power Index, providing a convenient tool for investors to gain exposure to the overall performance of green power-related listed companies [2]