12月18日，紅利板塊再(zai)(zai)度(du)走強，國企(qi)含量較高的(de)電(dian)(dian)(dian)力(li)行業再(zai)(zai)度(du)領漲，截至9:49，綠電(dian)(dian)(dian)ETF（562550）漲幅(fu)(fu)1.56%，持(chi)倉(cang)股(gu)建投能源、華銀電(dian)(dian)(dian)力(li)、晉控電(dian)(dian)(dian)力(li)、上海(hai)電(dian)(dian)(dian)力(li)、龍源電(dian)(dian)(dian)力(li)、華電(dian)(dian)(dian)國際等漲幅(fu)(fu)居前，重倉(cang)股(gu)長江電(dian)(dian)(dian)力(li)近期持(chi)續反彈，今日盤中(zhong)漲近2%。

消息(xi)面上，中國結算公告(gao)稱，為加大上市公司分(fen)(fen)紅(hong)激勵力度，推動(dong)增強投資者回報，決定自2025年(nian)起滬深A股分(fen)(fen)紅(hong)派息(xi)手續費減(jian)半收取，即按(an)照派發現金總額的0.5‰收取分(fen)(fen)紅(hong)派息(xi)手續費，且手續費金額150萬元(yuan)封(feng)頂。

綠電(dian)(dian)ETF（562550）及其場外聯接(jie)(018734/018735)跟蹤中(zhong)證(zheng)綠色電(dian)(dian)力(li)(li)(li)指數。選取業務涉(she)及光(guang)伏發電(dian)(dian)、風電(dian)(dian)、水電(dian)(dian)等綠色電(dian)(dian)力(li)(li)(li)領域的50只上市(shi)公司證(zheng)券(quan)作為(wei)指數樣本，以反映綠色電(dian)(dian)力(li)(li)(li)領域上市(shi)公司證(zheng)券(quan)的整(zheng)(zheng)體表現。此外，綠色電(dian)(dian)力(li)(li)(li)的成分股中(zhong)，“中(zhong)字頭(tou)(tou)”“國(guo)字頭(tou)(tou)”含量較高(gao)，前十大成分股中(zhong)包含了長江(jiang)電(dian)(dian)力(li)(li)(li)、三峽能源(yuan)、國(guo)投(tou)電(dian)(dian)力(li)(li)(li)、國(guo)電(dian)(dian)電(dian)(dian)力(li)(li)(li)、中(zhong)國(guo)核電(dian)(dian)等龍頭(tou)(tou)股，本身電(dian)(dian)力(li)(li)(li)行業也(ye)(ye)是重(zhong)(zhong)點(dian)國(guo)企央企集中(zhong)的行業板塊，同時也(ye)(ye)屬于(yu)長期估(gu)值(zhi)偏低(di)，綠色電(dian)(dian)力(li)(li)(li)指數也(ye)(ye)受益于(yu)“中(zhong)特(te)估(gu)”概(gai)念(nian)，有望整(zheng)(zheng)體估(gu)值(zhi)重(zhong)(zhong)塑。

銀河證(zheng)券(quan)表示，全(quan)年(nian)看(kan)好具備政(zheng)策催化、業績(ji)持(chi)續改善、估(gu)值有提升(sheng)空間(jian)的(de)火電板(ban)塊；長期看(kan)好業績(ji)確定性高、分(fen)紅能(neng)力強的(de)水(shui)電、核電板(ban)塊。新能(neng)源已在底(di)部區域。