12月(yue)15日，2025年全(quan)國(guo)(guo)能源工作會議(yi)在(zai)京召(zhao)開(kai)(kai)(kai)，其中提到堅持(chi)綠色低碳轉型，持(chi)續推進(jin)能源結構優化調整(zheng)，大(da)力推進(jin)風(feng)電(dian)(dian)(dian)(dian)(dian)光伏(fu)開(kai)(kai)(kai)發利用，統(tong)籌(chou)水電(dian)(dian)(dian)(dian)(dian)開(kai)(kai)(kai)發和(he)生(sheng)態保(bao)護，積(ji)極(ji)安全(quan)有序發展核電(dian)(dian)(dian)(dian)(dian)，統(tong)籌(chou)推進(jin)新型電(dian)(dian)(dian)(dian)(dian)力系(xi)統(tong)建(jian)設(she)。12月(yue)16日開(kai)(kai)(kai)盤，聚焦電(dian)(dian)(dian)(dian)(dian)力板塊(kuai)的綠電(dian)(dian)(dian)(dian)(dian)ETF（562550）和(he)電(dian)(dian)(dian)(dian)(dian)網設(she)備ETF（159326）開(kai)(kai)(kai)盤上(shang)漲(zhang)(zhang)，截至10:18，綠電(dian)(dian)(dian)(dian)(dian)ETF漲(zhang)(zhang)幅(fu)0.65%，持(chi)倉股廣西(xi)能源漲(zhang)(zhang)超(chao)3%，中閩能源、華(hua)銀電(dian)(dian)(dian)(dian)(dian)力、中國(guo)(guo)核電(dian)(dian)(dian)(dian)(dian)、國(guo)(guo)投電(dian)(dian)(dian)(dian)(dian)力、吉電(dian)(dian)(dian)(dian)(dian)股份、華(hua)能水電(dian)(dian)(dian)(dian)(dian)、長江電(dian)(dian)(dian)(dian)(dian)力等股跟漲(zhang)(zhang)。

從(cong)估(gu)值(zhi)層面(mian)來(lai)看，綠(lv)電ETF跟蹤的中證綠(lv)色電力(li)指(zhi)數最新市盈(ying)率（PE-TTM）僅(jin)17.78倍，處于(yu)近(jin)1年18.43%的分位，即估(gu)值(zhi)低于(yu)近(jin)1年81.57%以上的時間，處于(yu)歷史低位。

中信建(jian)投證券(quan)表(biao)示，伴隨新型電(dian)(dian)力系統建(jian)設的(de)持續推進，新能(neng)源發電(dian)(dian)項目盈利能(neng)力有(you)望邊(bian)際改善，綠電(dian)(dian)成長屬(shu)性有(you)望凸(tu)顯。

相關產品：綠電(dian)(dian)ETF（562550）及其場外聯接(jie)(018734/018735)：跟(gen)蹤中證綠色電(dian)(dian)力指數(shu)，不僅包括以水電(dian)(dian)、風電(dian)(dian)及光伏發電(dian)(dian)為代表的(de)清潔能(neng)源(yuan)企業(ye)，同時也納入了火電(dian)(dian)、核(he)電(dian)(dian)等能(neng)源(yuan)轉型樣本。

電(dian)網設(she)備(bei)ETF（159326）：全市場首只電(dian)網設(she)備(bei)主題(ti)ETF，跟蹤中(zhong)證電(dian)網設(she)備(bei)主題(ti)指(zhi)數，專注捕捉新型電(dian)力(li)系統(tong)建設(she)與(yu)電(dian)力(li)改革成長(chang)機會(hui)。