GF Securities pointed out that industry associations and major manufacturers are actively attempting supply-side reforms, and the subsequent effects are worth anticipating. Against the backdrop of downstream profit pressures, cost-effective technologies such as 0BB, POLY-Finger, and highly efficient BC technology are expected to benefit. In terms of wind power equipment, domestic installations in 2025 are expected to achieve rapid growth, driven by large-scale tenders in 2024. Stabilized onshore wind power bidding prices are favorable for industry chain profitability, while offshore wind power, with clearer policies and other factors, is seeing tenders gradually launching. Deep-sea projects and regional competitive allocation projects ensure the industry's future growth potential.
The Carbon Neutrality 50 ETF (159861) tracks the Environmental Protection 50 Index (930614), which selects listed securities from the Shanghai and Shenzhen markets involved in businesses such as clean energy, waste management, and pollution control as index samples to reflect the overall performance of companies in the environmental protection sector. The index has high industry concentration and distinct thematic characteristics, effectively capturing investment opportunities in the environmental protection field.
Investors without stock accounts can consider Guotai CSI Environmental Protection Industry 50 ETF Connect A (012503) and Guotai CSI Environmental Protection Industry 50 ETF Connect C (012504).
Note: Any mentioned stocks are for reference only and do not constitute investment advice. Short-term fluctuations and historical performance of indices/funds are for analytical purposes only and do not indicate future performance. Market views may change with market conditions and do not constitute any investment advice or commitment. Indices mentioned are for reference only and do not constitute investment recommendations or guarantees of fund performance. When purchasing fund products, please choose those matching your risk tolerance. Funds carry risks; invest with caution.
