Nantang Fund's New Energy ETF (516160) surges actively, hitting 5 consecutive gains, as green power supply-demand inflection point emerges, with new energy sector sentiment continuing to rise

As of March 13, 2026, 10:51 AM, the New Energy ETF (516160) rose over 1% intraday, currently up 0.89%, hitting five consecutive days of gains. The intraday turnover rate is 2.98%, with a transaction volume of 220 million yuan. The tracking index, the CSI New Energy Index (399808), increased by 0.96%.

In news, on March 6, the country’s first green power data service center was inaugurated in Hangzhou, Zhejiang. Under the guidance of the Zhejiang Provincial Development and Reform Commission (Energy Bureau), it was established and operationalized by the Zhejiang Electric Power Trading Center. The center aims to connect the entire green power data chain—from generation, sales, to consumption—and build an authoritative and credible provincial carbon accounting platform to promote green economic and social transformation.

Everbright Securities stated that the electricity consumption growth rate in 2026 is expected to rebound to 5.04%. Coupled with new loads from AI data centers and industrial electrification, the supply and demand and profitability of green electricity may see a turning point. On the policy front, the National Development and Reform Commission has proposed establishing a reliable capacity compensation mechanism. Once implemented, the average nationwide capacity electricity price in 2026 is expected to increase by 0.041 to 0.050 yuan per kilowatt-hour, further strengthening the “reversal of the dilemma” logic for the green energy sector.

CITIC Securities pointed out that the Ministry of Industry and Information Technology and the National Energy Administration are intensively deploying green fuels and hydrogen energy development. The government work report explicitly established the National Low-Carbon Transition Fund, aiming to cultivate hydrogen energy and green fuels as new economic growth points. Additionally, by controlling total carbon emissions and intensity, improving carbon accounting, carbon footprint, and carbon market systems, and promoting explicit carbon costs, the policy aims to support low-carbon transformation financially. High-level policy statements reinforce the industry’s expansion potential, while the National Low-Carbon Transition Fund provides financial support to stabilize prices and costs, creating a dual drive of policy volume assurance and price stability, accelerating the scale and commercialization of hydrogen and green fuels.

The New Energy ETF (516160) closely tracks the CSI New Energy Index, which selects listed companies involved in renewable energy production, new energy applications, energy storage, and related equipment as its sample stocks. The index reflects the overall performance of listed companies in the new energy industry. The top ten holdings are CATL, Sungrow Power Supply, TBEA, Huayou Cobalt, Longi Green Energy, Ganfeng Lithium, Xiamen Tungsten, EVE Energy, China Nuclear Power, and Goldwind Technology.

New Energy ETF (516160), off-exchange connection (Class A: 012831; Class C: 012832).