Electricity Is Becoming a Core Asset in the AI Era
Green Power and Computing Power Synergy Concepts Gaining Momentum
Nearly 10 Stocks Including Jinkaitech New Energy Hit Daily Limit

NightAirdropper · 2026-03-19T03:57:05+00:00

March 19: Green electricity and computing power synergy concept stocks continued to rise, with Jinkaisoft New Energy and Oriental New Energy hitting daily limits. Huaxi Securities noted that the policy position of "computing power synergy" has been elevated, optimizing the combination of electricity and computing power. Electricity costs account for 56.7% of data center operating expenses, with green electricity providing advantages in cost reduction. The growth in AI computing power demand further enhances the long-term value of electricity as a core asset.

NightAirdropper

2026-03-19 03:57:05

Abstract generation in progress

On March 19, green energy and electricity calculation collaboration concepts continued to rise during trading. Jinkai New Energy (600821.SH) and Dongfang New Energy (002310.SZ) hit the daily limit-up. Previously, Yuedian Power A (000539.SZ), Shaoneng Shares (000601.SZ), Guang’an Aizhong (600979.SH), Huaneng Liaoning (600396.SH) also reached the limit-up, with Jiawei New Energy (300317.SZ) rising over 10%.

Huaxi Securities pointed out that the “electricity calculation collaboration” was first included in the 2026 Government Work Report, further elevating policy support. Power and computing collaboration is supported by new power systems, deepening technological innovations such as intelligent dispatch, source-grid-load-storage, to optimize the two major productive forces of computing power and electricity.

According to Huachuang Securities research, electricity costs are the core component of data center operating expenses. Currently, electricity costs account for as much as 56.7% of data center operating costs, making it the largest expense. The low electricity prices demonstrated by green energy provide an effective way to reduce costs for data centers. The growing global demand for AI computing power drives increased electricity consumption in data centers, further reinforcing the long-term logic of electricity as a core underlying asset. On the other hand, power infrastructure features “heavy assets and low淘汰率,” aligning with the investment narrative of HALO trading.

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