"HALO Assets" Goes Viral, Green Power ETF (562550) Pullback Presents Layout Opportunity, Highest Power Content Across the Market

On March 16, the three major A-share indices showed mixed performance, with the electricity sector experiencing a significant pullback. As of 10:05, the State Grid Equipment ETF (159326) fell by 2.97%, and the Green Power ETF (562550) declined by 2.57%. The trading volume reached 113 million yuan, with holdings in Huaneng Hydropower, China Investment Power, Electric Power Hydropower, and Sichuan Investment Energy rising against the trend.

Affected by geopolitical tensions and AI disruption fears, “HALO assets,” as key targets for value investing, attracted capital inflows. The Green Power ETF (562550) has experienced net capital inflows for six consecutive trading days, totaling 339 million yuan, reaching a recent scale of 827 million yuan—an all-time high and ranking first among the same index.

Caitong Securities stated that electricity consumption for computing power is expected to increase significantly. The “East Data, West Computing” project promotes the integration of computing and power grids. The government work report emphasizes accelerating a comprehensive green transformation, building a new type of power system, speeding up smart grid construction, developing new energy storage, expanding green electricity applications, and implementing new infrastructure projects like computing-power synergy.

The Green Power ETF (562550), the largest product in its index, tracks the CSI Green Power Index. Over 99% of its holdings are in the secondary industry of power, making it the market’s most “pure” power-related index. It bundles leading power companies, including those in hydropower, wind power, and photovoltaic generation, as well as thermal and nuclear power, with “wind, light, water, nuclear” assets accounting for over 55%. It benefits deeply from the demand for clean energy consumption driven by AIDC, rising green certificate prices, and the expansion of electricity demand through Token exports, making it an efficient tool for quick deployment in the green power sector and capturing energy transition dividends in the AI computing era.

The Power Grid Equipment ETF (159326) is the only product in the market tracking the CSI Power Grid Equipment Theme Index. Over 77% of its holdings are in the secondary industry of power grid equipment, making it the most “pure” power grid index. With a 90% weight in smart grids and 69% in ultra-high voltage, it ranks first in the market. The product covers industry leaders like State Power Investment South China R&D, TBEA, and Siyuan Electric, aligning with major themes such as ultra-high voltage projects, smart grid upgrades, and AI computing support for grid transformation. It is a convenient core tool for capturing the high prosperity of the power grid equipment industry.

Daily Economic News

(Edited by He Chong)

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