The transaction premium during the Power ETF Fund (561700), the Datang power generation rose 3%

Today, the component of the CSI's all -point power index has fallen more. Datang power generation, Wenshan Electric Power, SGI, and Sichuan Investment Energy lead; Huaneng International, Three Gorges Water Conservancy, and Shanghai Power fell more than 3%.The Electric ETF Fund (561700) fell 0.62%, and the transaction premium on the session was over 10 million.

In the context of the "carbon neutralization", electrification needs of various industries have driven electricity growth.According to estimates, with the goal of achieving carbon neutrality in 2060, the carbon emissions of my country's energy activities need to be reduced by 8.7 billion tons.In order to achieve this goal, my country's energy consumption may be replaced by electrical energy to further promote the increase in power demand.

Southwest Securities stated that in the global environmental environment, the long -term trend of wind power is better. In the short -term upstream raw materials, the price of components is still at a low price.Pay attention to the catalysis of the industry's future construction and raw material price trend to the sector.

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