5月29日(ri)，電(dian)力板塊熱度不減，綠(lv)電(dian)ETF（562550）持倉股(gu)芯能科(ke)技漲停，收獲2連(lian)板，吉電(dian)股(gu)份、中閩(min)能源、晶科(ke)科(ke)技、華電(dian)國際等(deng)股(gu)跟漲。綠(lv)電(dian)ETF今年(nian)以(yi)來收益率(lv)超18%，居(ju)同類第一，今日(ri)低(di)開高走，迎布(bu)局良機。

長期看，“雙碳”目標(biao)牽引下，“十四五”能源轉型加(jia)(jia)速，發(fa)展綠電(dian)成為(wei)(wei)必然(ran)趨(qu)勢，隨著電(dian)改進一步深(shen)化(hua)，AI發(fa)展對電(dian)力需求的(de)增(zeng)長，都將成為(wei)(wei)綠電(dian)板(ban)塊(kuai)的(de)利好支撐(cheng)；短(duan)期看，利好事件不斷催化(hua)，相關(guan)政策(ce)密集(ji)出(chu)臺、夏季(ji)用電(dian)高峰將至，綠電(dian)板(ban)塊(kuai)迎(ying)來布局窗口。 從資金面看，北向資金持續加(jia)(jia)碼電(dian)力板(ban)塊(kuai)，近8個交易日(ri)有7個交易日(ri)凈流入(ru)，合計金額超(chao)超(chao)42億(yi)元，在申萬二級行業中居首(shou)。

聯儲證券首(shou)席(xi)投資顧問李龍拴(shuan)認為，電力板塊(kuai)估值優勢明顯，有望(wang)繼續上攻(gong)。國(guo)金證券也認為，電改預期升溫，板塊(kuai)強者(zhe)恒強。

綠電(dian)(dian)(dian)ETF（562550）及(ji)其場外聯接(jie)（018734/018735）跟(gen)蹤中(zhong)證綠色(se)(se)電(dian)(dian)(dian)力指(zhi)數(shu)。選取(qu)業務涉及(ji)光伏發電(dian)(dian)(dian)、風電(dian)(dian)(dian)、水電(dian)(dian)(dian)等綠色(se)(se)電(dian)(dian)(dian)力領(ling)域(yu)的50只上市公(gong)司證券作為指(zhi)數(shu)樣本，以反映(ying)綠色(se)(se)電(dian)(dian)(dian)力領(ling)域(yu)上市公(gong)司證券的整體表現。此外，綠色(se)(se)電(dian)(dian)(dian)力的成分股(gu)中(zhong)，“中(zhong)字頭”“國字頭”含量較高，前(qian)十大成分股(gu)中(zhong)包含了長江電(dian)(dian)(dian)力、三峽能(neng)源、國投電(dian)(dian)(dian)力、國電(dian)(dian)(dian)電(dian)(dian)(dian)力、中(zhong)國核(he)電(dian)(dian)(dian)等龍頭股(gu)，本身電(dian)(dian)(dian)力行(xing)(xing)業也是重(zhong)點國企央企集中(zhong)的行(xing)(xing)業板塊，同時(shi)也屬于(yu)長期估值(zhi)偏低，綠色(se)(se)電(dian)(dian)(dian)力指(zhi)數(shu)也受益于(yu)“中(zhong)特估”概(gai)念，有望(wang)整體估值(zhi)重(zhong)塑。