Green energy concept continues to strengthen, photovoltaic ETF Huaxia (515370) turns positive, Jinkaitech New Energy hits daily limit up

As of March 19, 2026, the green energy concept continues to strengthen. The Huaxia Photovoltaic ETF (515370) has turned positive, with holdings such as Jinkai New Energy hitting the daily limit, Shouhang New Energy rising over 6%, and Zhejiang New Energy up more than 3%.

In terms of news, the government has explicitly required that the green electricity share in newly built data center nodes for national computing hubs not be less than 80%. This strict target not only creates significant new consumption scenarios for green energy but also accelerates the implementation of new business models such as “green power direct connection” and “source-grid-load-storage integration.”

Guosheng Securities released a research report stating that green energy is a key pathway to solving the high energy consumption problem of data centers. At the same time, the electricity demand from data centers challenges the upgrade of the power system. Since 2025, policies related to computing and electricity coordination have been frequently implemented across regions, emphasizing the development of long-term measures for computing and electricity collaboration; promoting the construction of “source-grid-load-storage” and “virtual power plants,” and accelerating the practical implementation of computing and electricity coordination. This coordination is clearly categorized under new infrastructure, highlighting the flexibility of “price-for-volume” and “green-for-volume” on the generation side, while demand-side upgrades push grid improvements. It is recommended to focus on related targets in computing and electricity coordination; additionally, this collaboration is expected to open new growth opportunities for green energy companies, with a positive outlook on quality wind and solar assets.

Huaxia Photovoltaic ETF (515370) and its associated funds (012885/012886) track the CSI Photovoltaic Industry Index, covering upstream, midstream, and downstream companies in the photovoltaic industry chain, including silicon wafers, polycrystalline silicon, solar cells, cables, photovoltaic glass, modules, inverters, photovoltaic supports, and solar power stations. These funds better reflect the overall performance of the photovoltaic industry. Their green energy content exceeds 46%, aligning deeply with energy transition and dual-carbon development strategies.

Daily Economic News