Amid the AIDC investment boom, the power sector may be presented with structural opportunities. The Power ETF (561700) has consecutively attracted a total of over 26 million yuan in inflows for 5 days.

On the news front, on March 31, the 2026 Power Construction Industry Quality and Safety Work Promotion Conference and the Whole Industry Chain Innovation and Employee Health Exhibition were held in Haikou, Hainan. This conference was organized by the China Electric Power Construction Enterprise Association, aiming to fully implement the major decisions and deployments of the Party Central Committee and the State Council regarding building a strong quality nation, safe development, and energy revolution. It focused on the requirements of the “Outline for Building a Quality Power,” based on the overall national strategy of Hainan Free Trade Port construction, summarizing and promoting advanced experiences in quality and safety management within the power construction industry, and leading the industry to drive high-quality development with new quality productivity.

Additionally, AI computing power infrastructure is accelerating expansion, driving upgrades in power systems. Industry analysis indicates that AIDC, as the core carrier of AI development, significantly increases demand for highly reliable and efficient power supply solutions through large-scale construction; currently, traditional UPS power supplies are being rapidly replaced by HVDC (High Voltage Direct Current), and HVDC+SST (Solid-State Transformer) is expected to become the ultimate power supply architecture for AIDC, which will directly promote technological iteration and investment growth in high-end power equipment.

As of 13:35 on April 1, 2026, the CSI All Share Power Utility Index (H30199) declined by 0.14%. In terms of constituent stocks, there were mixed gains and losses, with GCL System Integration leading up 7.97%, Guiguan Power up 3.28%, and Jingneng Power up 2.95%; Guangxi Energy led the decline with a 9.94% drop, JinKong Power down 7.80%, and Chuaneng Power down 2.77%. The Power ETF Boshi (561700) declined by 0.26%, with the latest price at 1.16 yuan. Looking at a longer timeframe, as of March 31, 2026, the Boshi Power ETF had a nearly one-month cumulative increase of 1.31%.

Regarding liquidity, the Power ETF Boshi had an intraday turnover rate of 0.82%, with a transaction volume of 2.8575 million yuan. Over the longer term, as of March 31, the average daily trading volume over the past year was 6.9163 million yuan.

From the perspective of net capital inflow, the Power ETF Boshi experienced continuous net capital inflows over the past five days, with the highest single-day inflow reaching 8.75 million yuan, totaling a “fundraising” of 26.45 million yuan.

The Power ETF Boshi closely tracks the CSI All Share Power Utility Index, which reflects the overall performance of securities from different industries within the CSI All Share Index sample. It provides investors with analytical tools by classifying the CSI All Share Index sample into 11 primary industries, 35 secondary industries, over 90 tertiary industries, and more than 200 quaternary industries. All securities within each industry level are used as samples to compile the index, forming the CSI All Share Industry Index.

Data shows that as of March 31, 2026, the top ten weights in the CSI All Share Power Utility Index (H30199) were China Yangtze Power, China Nuclear Power, Three Gorges Energy, China Power, Everbright Energy, China General Nuclear Power, State Power Investment Corporation, Huaneng International, Chuaneng Energy, and Shanghai Electric Power, collectively accounting for 48.75% of the total.

The Power ETF Boshi (561700), off-market connection ( Boshi CSI All Share Power ETF Launch-Style Connection A: 017481; Boshi CSI All Share Power ETF Launch-Style Connection C: 017482 ).

(Note: The individual stocks mentioned are for illustrative purposes only and do not constitute actual investment advice. Funds carry risks; investments should be made cautiously.)

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