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港股通央企紅利ETF南方(520660)升2.1%,龍源電力升5.08%
8月7日,港股高開回暖,公用事業板塊升幅居前。截至10:30,港股通央企紅利ETF南方(520660)升2.1%,龍源電力升5.08%。消息面上,8月6日,國家發展改革委、國家能源局、國家數據局印發《加快構建新型電力系統行動方案(2024—2027年)》,在2024—2027年重點開展9項專項行動,推進新型電力系統建設取得實效,其中包含:電力系統穩定保障、大規模高比例新能源外送攻堅、配電網高質量發展等內容。光大證券分析指出,“碳中和”背景下我國加快構建新型電力系統,國家電網已將2024年電網投資提升至6000億元,同比新增711億元,主要用於特高壓交直流工程建設、電網數字化智能化升級等。政策加持下,我國電網投資將進一步發力,整體配網的擴容與智能化升級的趨勢也將更為確定。展望後市,業內人士建議關注港股通央企紅利ETF南方(520660)的配置機會。
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