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.

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On March 16, the three major A-share indices showed divergent trends. 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, while Yunnan Energy Holdings, Datang Power, and Green Power Electricity led declines.

Recently, the Green Power ETF has continued to attract funds, 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 explosion of AI computing power has caused global data centers to face power shortages. According to the “Special Action Plan for Green and Low-Carbon Development of Data Centers,” new data centers in key hubs must have over 80% green electricity, making green power the most direct energy supply for data centers.

Changjiang Securities states that, by 2026, improving demand-side mechanisms for green power is key. Using green certificates and other methods, high-energy-consuming industries should be the first to monetize the environmental value of green assets. The development of a long-term industry mechanism will expand narrative space and restore valuation.

Green Power ETF (562550): As the largest ETF tracking the China Securities Green Power Index, it has over 99% of its holdings in the power sector, making it the purest power-related index in the market. It bundles leading power companies, including those in hydropower, wind power, and photovoltaic energy, as well as thermal and nuclear power, with a “wind, solar, water, nuclear” content exceeding 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. It is an efficient tool for quickly deploying in the green power sector and capturing the energy transition dividends in the AI computing era.

Daily Economic News

(Edited by: He Chong)

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