The end point of electricity is green power. Data centers mainly consume green power, and green power ETF (562550) has the highest power content in the market.

On March 16, the three major A-share indices diverged in their performance. The ChiNext Index strengthened in the afternoon, while the electricity sector experienced significant adjustments. As of 14:41, the Green Power ETF (562550) fell by 3.35%, with a trading volume of 158 million yuan. Holdings such as Jinkai New Energy and E-Tower Hydropower rose against the market trend, while Yunnan Energy Holdings, Datang Power, and Green Power Electricity saw the largest declines.

The Green Power ETF has recently attracted continuous capital inflows, with net inflows for six consecutive days totaling 339 million yuan. Its latest scale reached 827 million yuan, a new high since inception, ranking first among the same index.

The explosive growth of AI computing power has caused power shortages in global data centers. According to the “Special Action Plan for Green and Low-Carbon Development of Data Centers,” new data centers in key national hubs must have over 80% green electricity, making green power the most direct energy supply for data centers.

Changjiang Securities states that by 2026, the demand-side improvement of the green power market will be key. Using green power certificates and other methods, major high-energy-consuming industries will be the first to monetize the environmental value of green power assets. The improvement of long-term industry mechanisms will open up narrative space and restore valuation.

Green Power ETF (562550): As the largest ETF product tracking the China Securities Green Power Index, it has a composition of over 99% in the secondary industry of electric power, making it the purest power-related index in the market. It bundles leading power companies, including clean energy firms represented by hydropower, wind power, and photovoltaic power, as well as energy transition samples like thermal and nuclear power. The “wind, light, water, and nuclear” components account for over 55%, benefiting deeply from AIDC clean energy demand, rising green certificate prices, and the expansion of electricity demand driven by Token overseas deployment. It is an efficient tool for quick deployment in the green power sector and capturing the energy transition dividends of the AI computing era.

Daily Economic News