Green electricity rebounds strongly; the Huaxia Green Power ETF (562550) sees trading volume exceed 100 million yuan, with the highest “electricity” content across the entire market.

On April 8, the three major A-share indices all surged strongly, driving a powerful rebound in the power sector. As of 14:22, the Huaxia Green Power ETF (562550) was up 1.57%, with trading volume already reaching 110 million yuan, firmly ranking first among peers; power holdings such as Shanghai Electric Power, China Power Green Energy, China Power Hydropower, Jazeera New Energy, Construction Investment Energy, Southern Grid Energy Storage, Yunnan Energy Holdings, and others were among the top gainers.

Under the catalyst of electricity-generation and computing coordination, the Huaxia Green Power ETF has continued to draw investor attention since March, with cumulative net capital inflows of more than 822 million yuan. Its latest AUM reached 1.12 billion yuan, maintaining the #1 position in size among funds tracking the same index.

Recently, the list of the first batch of Xinjiang new energy nearby consumption projects was issued; four green power direct-connection projects have been officially approved. This marks that Xinjiang’s new-energy nearby consumption reform has officially entered the implementation phase. Everbright Securities believes that, as the “East Data West Computing” project is gradually rolled out, it can not only improve the green power consumption level in western regions, but also potentially expand the electricity-price advantage of China’s computing power.

Huaxia Green Power ETF (562550): The largest by fund size among funds tracking the same index, it tracks the CSI Green Power Index. In the Shenwan secondary industry classification, the power sector’s content exceeds 99%, making it the most “pure” power-related index in the whole market. With one click, it bundles leading power companies—not only clean energy enterprises represented by hydropower, wind power, and photovoltaic power, but also energy-transition samples such as thermal power and nuclear power. The “wind-solar-hydropower-nuclear” component content exceeds 55%. Among its constituent stocks are Datang Power Generation, GCL New Energy, Jinkai New Energy, Yunnan Energy Holdings, Green Power Electric, Energy-saving Wind Power, and other electricity-generation and computing coordination concept stocks. It is an efficient tool for one-click allocation to the green power sector and for capturing the energy-transition dividend in the AI computing era.

Daily Economic News