4月8日，A股市场走势分化，沪指涨0.51%，深成指跌0.31%，农林牧渔、煤炭、食品饮料板块涨幅靠前。截至14点，中国国企ETF(517180.SH)涨3.06%，中国中车涨9.09%。
兴业证券分析显示，电力及燃气行业在政策驱动下迎来结构性机遇。政策层面，电价市场化改革深化将分品种推动各类电源价格由市场形成，增强火电企业定价能力；跨省送电价格机制完善及新能源就近交易优化，利好国企在清洁能源布局中的规模优势。燃气领域，天然气价格联动机制深化，支撑行业盈利稳定性。同时，国企凭借高分红属性及在能源保供中的主导地位，具备较强防御性。叠加国企改革推动效率提升及能源转型下传统能源优化升级，国企板块在政策红利、盈利改善及估值修复等多重驱动下，配置价值凸显。中国国企ETF可充分受益于上述行业红利，建议关注。
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