A total of 84 green power direct connection projects nationwide have been approved, with a total installed capacity of over 32 million kilowatts; the Green Power ETF E Fund (562960) has attracted more than 400 million yuan in the past 20 days.

As of 9:54, the CSI Green Electric Power Index (562960) is down 0.54%. Among the top ten weight stocks, Yangtze Power is down 0.37%, China National Nuclear Power is up 0.11%, China Three Gorges Renewables is down 0.48%, Guodian Power is down 0.41%, Huaneng International is down 0.42%, State Power Investment is down 0.64%, Shanghai Electric Power is down 0.87%, Sichuan Investment Energy is down 0.34%, Zhejiang Energy is up 0.55%, and Huadian International is down 0.42%. As of April 1, the CSI Green Electric Power Index (562960) has risen 11.05% over the past year.

The E Fund Green Electric Power ETF (562960) has continued to see capital inflows. As of the previous trading day, over the past 10 days the fund has “attracted” nearly 200 million yuan in net inflows, and over the past 20 days it has “attracted” over 400 million yuan.

On the news front, data released by the National Energy Administration on February 27 shows that, at present, 84 green power direct-connected projects nationwide have completed approval, and the total installed capacity of new energy is 32.59 million kilowatts. In practice, green power direct-connected projects across different regions have diverse application scenarios: in Ulanqab, Inner Mongolia, a green power direct-connected project for the country’s first data center has been built; in Shandong, off-grid green power direct-connected projects are being carried out; in Xinjiang, green power direct-connected projects are exploring the construction of zero-carbon parks and incremental distribution networks; in Qiqihar, Heilongjiang, plans are in place to build an off-grid green hydrogen and green alcohol production project featuring green power direct-connection, with a new energy scale of 1.2 million kilowatts. ; In Shanxi, in the Datong city green power park, 520,000 kilowatts of new energy is connected nearby, creating a new energy manufacturing base and an export-oriented pharmaceutical manufacturing base.

CICC Changyuan Securities stated that the global competitiveness of domestically produced tokens is expected to further increase China’s green power demand for 2026–2030 by 4%-33%. The low electricity-price advantage demonstrated by green power provides an effective way to reduce costs for data centers. In addition, introducing green power provides a feasible policy pathway for data centers to break through the bottlenecks of traditional energy consumption targets and to match the growing demand for computing power.

The E Fund Green Electric Power ETF (562960, OTC link A/C: 019058/019059) packages one-stop leaders in the transition of wind, solar, hydropower, and thermal power companies, helping to position the construction of a new power system + the investment main line of a rebound in industry cyclical conditions.

(Editor: Dong Pingping)

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