近期，電力(li)(li)行業利好政(zheng)策密集發(fa)布(bu)，引(yin)發(fa)市(shi)場資(zi)金(jin)關注(zhu)，數(shu)據顯示，5月(yue)17日以來，公用(yong)事(shi)業持續獲北向資(zi)金(jin)凈流(liu)入，累計“吸金(jin)”超70億元，在申萬一級(ji)行業中(zhong)居首(shou)。綠電ETF（562550）第(di)一大重倉股(gu)長江電力(li)(li)已連續16個交易日獲北向資(zi)金(jin)凈流(liu)入，累計金(jin)額超40億元，居全市(shi)場之首(shou)，同(tong)時，二級(ji)市(shi)場價(jia)格(ge)也持續走強(qiang)，6月(yue)6日，長江電力(li)(li)漲超1%，盤中(zhong)再創歷史新高。

消(xiao)息面上，近日國家能(neng)(neng)源局發(fa)布《關于做(zuo)好新(xin)(xin)能(neng)(neng)源消(xiao)納工(gong)作保(bao)障新(xin)(xin)能(neng)(neng)源高質(zhi)量發(fa)展的(de)通(tong)知》，提出加(jia)快推進新(xin)(xin)能(neng)(neng)源配套電網(wang)項(xiang)目(mu)建設、積極推進系統調節(jie)能(neng)(neng)力提升和網(wang)源協調發(fa)展、充分發(fa)揮電網(wang)資源配置(zhi)平(ping)臺作用(yong)、科學(xue)優(you)化新(xin)(xin)能(neng)(neng)源利用(yong)率目(mu)標的(de)重要任務。

山西證券認為，近期(qi)對于解決(jue)新能源消(xiao)納問題的(de)政策持(chi)續加碼，本次通知更(geng)是在(zai)細則上提出多項強有力舉措；未來隨著(zhu)消(xiao)納矛(mao)盾緩解，風光機組平均利用小(xiao)時數(shu)將(jiang)逐步提升，經濟性改(gai)善下綠(lv)電(dian)相關企業或(huo)將(jiang)增益。

綠(lv)電(dian)(dian)(dian)ETF（562550）及其場外聯接(018734/018735)跟(gen)蹤(zong)中(zhong)(zhong)(zhong)(zhong)證綠(lv)色電(dian)(dian)(dian)力(li)(li)指(zhi)(zhi)數。選(xuan)取業務涉及光(guang)伏發電(dian)(dian)(dian)、風電(dian)(dian)(dian)、水電(dian)(dian)(dian)等綠(lv)色電(dian)(dian)(dian)力(li)(li)領域的(de)50只上市(shi)公(gong)司證券(quan)(quan)作為指(zhi)(zhi)數樣本(ben)，以反映綠(lv)色電(dian)(dian)(dian)力(li)(li)領域上市(shi)公(gong)司證券(quan)(quan)的(de)整體表現。此外，綠(lv)色電(dian)(dian)(dian)力(li)(li)的(de)成(cheng)分股中(zhong)(zhong)(zhong)(zhong)，“中(zhong)(zhong)(zhong)(zhong)字頭”“國(guo)字頭”含量(liang)較高，前十大成(cheng)分股中(zhong)(zhong)(zhong)(zhong)包(bao)含了長江電(dian)(dian)(dian)力(li)(li)、三峽能源、國(guo)投電(dian)(dian)(dian)力(li)(li)、國(guo)電(dian)(dian)(dian)電(dian)(dian)(dian)力(li)(li)、中(zhong)(zhong)(zhong)(zhong)國(guo)核電(dian)(dian)(dian)等龍頭股，本(ben)身電(dian)(dian)(dian)力(li)(li)行業也(ye)(ye)(ye)是重點國(guo)企(qi)央企(qi)集(ji)中(zhong)(zhong)(zhong)(zhong)的(de)行業板塊(kuai)，同(tong)時也(ye)(ye)(ye)屬(shu)于(yu)長期估(gu)值(zhi)偏低，綠(lv)色電(dian)(dian)(dian)力(li)(li)指(zhi)(zhi)數也(ye)(ye)(ye)受益(yi)于(yu)“中(zhong)(zhong)(zhong)(zhong)特估(gu)”概念，有望(wang)整體估(gu)值(zhi)重塑。