風電板塊(kuai)大幅反彈3.79%，龍源電力、閩東(dong)電力等股(gu)拉升(sheng)

3月6日，A股三(san)大指數走低，風(feng)電(dian)(dian)(dian)(dian)板塊高開(kai)后持(chi)續拉升(sheng)，截(jie)至11:02，風(feng)力(li)發電(dian)(dian)(dian)(dian)指數漲幅達(da)3.86%，綠電(dian)(dian)(dian)(dian)ETF（562550）持(chi)倉股龍源電(dian)(dian)(dian)(dian)力(li)、閩東電(dian)(dian)(dian)(dian)力(li)、金開(kai)新能、江(jiang)蘇新能、東旭藍天、節能風(feng)電(dian)(dian)(dian)(dian)、浙能電(dian)(dian)(dian)(dian)力(li)等股走強。

消息面上，重要會(hui)議提出(chu)加(jia)強(qiang)大型風電光(guang)伏基地和外(wai)送通道建設，推動分(fen)布式能(neng)源開(kai)發利用(yong)，發展新型儲能(neng)，促進綠電使用(yong)和國(guo)際互認，發揮煤炭、煤電兜(dou)底作用(yong)，確保經濟社會(hui)發展用(yong)能(neng)需求。

長江證(zheng)券(quan)認為(wei)，當前新能源產業鏈(lian)正(zheng)值政(zheng)策發力，市(shi)場(chang)企穩、外部(bu)環境(jing)倒逼以及電企提升市(shi)值管理重要性的多重因素共振背(bei)景之下，行業迎來極佳的配(pei)置機遇。

綠電(dian)(dian)(dian)ETF（562550）及(ji)(ji)其場外(wai)聯(lian)接(018734/018735)跟蹤(zong)中證綠色(se)電(dian)(dian)(dian)力指數，不僅包括以水電(dian)(dian)(dian)、風電(dian)(dian)(dian)及(ji)(ji)光伏發(fa)電(dian)(dian)(dian)為代表的(de)清(qing)潔能源企業，同(tong)(tong)時(shi)也納入(ru)了火電(dian)(dian)(dian)、核電(dian)(dian)(dian)等能源轉型樣本。兼顧新、舊能源，同(tong)(tong)時(shi)貼合(he)“雙碳路(lu)線”及(ji)(ji)“能源安(an)全”。國企含量高達(da)92%。