11月18日(ri)，A股(gu)(gu)(gu)市場繼續震蕩走低，紅利股(gu)(gu)(gu)表現(xian)強勢(shi)，漲幅靠前，截至10:05，聚焦電力(li)板塊(kuai)的(de)綠(lv)電ETF（562550）漲幅1.49%，持倉股(gu)(gu)(gu)中閩能源、福能股(gu)(gu)(gu)份、晶科科技漲超(chao)(chao)5%，龍源電力(li)、吉電股(gu)(gu)(gu)份漲超(chao)(chao)4%，太陽能、廣州(zhou)發展、深(shen)圳能源、湖北能源等(deng)股(gu)(gu)(gu)跟漲。

電(dian)(dian)(dian)力板塊中(zhong)的(de)龍頭企業(ye)業(ye)績穩定、股(gu)息率較(jiao)高(gao)，綠電(dian)(dian)(dian)ETF（562550）一鍵(jian)打包行(xing)業(ye)龍頭，前十大成分(fen)股(gu)中(zhong)包含(han)(han)了長江電(dian)(dian)(dian)力、三峽能(neng)(neng)源(yuan)(yuan)、國投電(dian)(dian)(dian)力、國電(dian)(dian)(dian)電(dian)(dian)(dian)力、中(zhong)國核電(dian)(dian)(dian)等龍頭股(gu)。綠電(dian)(dian)(dian)ETF跟蹤綠色(se)電(dian)(dian)(dian)力指(zhi)數，不(bu)僅(jin)包括以水電(dian)(dian)(dian)、風電(dian)(dian)(dian)及光伏(fu)發電(dian)(dian)(dian)為(wei)代表的(de)清潔能(neng)(neng)源(yuan)(yuan)企業(ye)，同時(shi)也(ye)納入了火電(dian)(dian)(dian)、核電(dian)(dian)(dian)等能(neng)(neng)源(yuan)(yuan)轉型樣本。兼(jian)顧新(xin)、舊能(neng)(neng)源(yuan)(yuan)，同時(shi)貼合(he)“雙碳(tan)路線”及“能(neng)(neng)源(yuan)(yuan)安全”。持倉股(gu)中(zhong)國企含(han)(han)量高(gao)達92%。

銀河(he)證券表示，全年看好(hao)具備政(zheng)策(ce)催化、業(ye)績持續(xu)改善、估值有提(ti)升空間(jian)的火(huo)電板塊(kuai)；長期看好(hao)業(ye)績確定(ding)性高、分(fen)紅(hong)能(neng)力強的水(shui)電、核電板塊(kuai)。新能(neng)源已(yi)在底部區域(yu)。