# Green Power Surges to Limit Up! Computing-Power Synergy Sees New Progress

On March 24, the green power concept surged to new highs, sparking a wave of limit-ups. By the morning close, the sector had risen by 3.06%, leading the concept sectors in gains. Among individual stocks, Jieneng Wind Power, Yabo Co., Ltd., Jinkai New Energy, Huayin Electric Power, Tuori New Energy, Huadian Liaoning Power, Northern International, Zhongnan Culture, Hunan Development, and Shaoneng Co., Ltd. hit the daily limit. Over twenty other stocks, including Leshan Electric Power, Qianyuan Electric Power, SuHengYun A, Ningbo Energy, and Chenfeng Technology, rose more than 5%.

First New Energy Storage AI Analysis Platform Goes into Operation

According to CCTV News, China’s self-developed first new energy storage artificial intelligence data analysis platform officially launched on March 23.

Image source: CCTV News

The platform integrates various types of new energy storage devices. Relying on AI self-learning and massive data analysis, it can remotely and in real-time identify potential defects and hidden dangers in equipment, automatically generate maintenance plans, and quickly address issues.

Currently, the platform has connected to eight new energy storage power stations across Guangdong, Yunnan, Hainan, and other regions, with over 2.3 million data collection points. After a year of trial operation, the fault rate of equipment at these stations decreased by 34%, new energy consumption increased by about 30%, and system regulation capabilities were significantly enhanced.

Technical experts from Southern Power Grid Energy Storage Maintenance Testing Branch stated that the platform now has the ability to perform intelligent analysis on over 100 large-scale energy storage stations. High-quality data sets for lithium and sodium batteries have been established, and future plans include connecting to new demonstration stations such as all-vanadium redox flow batteries.

Power and Computation Driven by Electricity, Promoting Electricity with Computation

According to Shanghai Securities News, Liu Lihong, Director of the National Data Bureau, stated at the China Development High-Level Forum 2026 Annual Meeting on March 23 that the next step will involve working with relevant departments to vigorously promote the collaborative project of power and computation, ensuring that more than 80% of new computing facilities at hub nodes use green electricity, maximizing the supporting role of green power.

Liu explained that power-computation collaboration refers to the deep integration of computing infrastructure and power systems through digital technology, intelligent algorithms, and information networks. This promotes dynamic resource matching and optimized allocation, creating a new infrastructure project that realizes a virtuous cycle of “power-driven computation and computation promoting power.”

Main initiatives include promoting direct green power supply, green power aggregation, increasing green electricity support for computing, advancing waste heat recovery, and enhancing green low-carbon cycle benefits. In October 2024, the National Data Bureau, together with relevant departments, organized pilot projects in key regions such as Beijing-Tianjin-Hebei, Yangtze River Delta, Inner Mongolia, and areas rich in clean energy like Qinghai and Xinjiang, exploring models of power-computation collaboration around direct green power supply, multi-source complementarity, and source-load interaction.

Power-Computing Collaboration Becomes a Core Part of New Infrastructure

Industry insiders point out that the 2026 government work report first proposed “building a new form of intelligent economy,” including “implementing ultra-large-scale intelligent computing clusters, power-computation collaboration, strengthening nationwide integrated computing monitoring and scheduling, and supporting public cloud development.” Power-computation collaboration has become a core element of new infrastructure, highlighting the government’s high regard for the AI industry foundation and revealing a key to future economic development: the deep integration of computing power and electricity, which will reshape industrial patterns and accelerate the formation of a new intelligent economy.

Over the past year, the consensus that “AI’s end is electricity” has become widespread, accurately reflecting the symbiotic relationship between computing power and electricity. The essence of power-computation collaboration is to use intelligent scheduling to organically integrate computing infrastructure with power systems (generation, transmission, distribution, and consumption), creating a virtuous cycle of “power-driven computation and computation promoting power,” allowing computing power to follow green electricity and electricity to align with computing needs.

In the A-share market, according to data from Eastmoney Choice, as of midday on March 24, amid market adjustments, the green power sector showed strong resilience, rising by a total of 1.70% this month, outperforming the CSI 300 index by 6.02 percentage points. Several stocks within the green power concept performed well, with Huadian Liaoning Power seeing the largest increase of 125.6%, more than doubling in price over the month. Additionally, stocks such as Dongfang New Energy, Jinkai New Energy, Jieneng Wind Power, Zhongnan Culture, and Green Power all rose over 40%.

(Source: Eastmoney Research Center)