Creating new data centers requires green energy as the main source. The Green Energy ETF (562550) surged by 2.7%, ranking first in size among the same index.

On February 27, the three major A-shares indices saw slight declines, with the power sector bucking the trend and rising strongly throughout the day. As of 13:32, the Green Power ETF (562550) increased by 2.7%, and the Utility ETF (159301) rose by 2.46%. The holdings of the Green Power ETF, including GCL New Energy, Gannan Energy, Yunnan Energy Holdings, Huayin Electric Power, and Jinkai New Energy, all hit their daily limit up.

The explosion in AI computing power has led to a surge in electricity consumption in global data centers. According to the “Special Action Plan for Green and Low-Carbon Development of Data Centers,” by the end of 2025, new data centers in key national hubs are expected to have over 80% of their electricity from green sources. The use of renewable energy will be a key focus in energy-saving reviews.

The IEA predicts that by 2030, global data center electricity consumption will reach approximately 945 TWh, more than doubling from 415 TWh in 2024, with a compound annual growth rate of about 15% from 2024 to 2030. Huatai Securities stated that the release of the “Suggestions on Formulating the 14th Five-Year Plan for National Economic and Social Development” provides clear policy guidance on carbon reduction goals and the new energy system. It emphasizes developing new energy storage solutions and accelerating smart grid construction. Under this policy guidance, companies in energy storage, wind power, and power grid sectors are expected to benefit continuously.

Related Products:

Power Grid Equipment ETF (159326): The only ETF tracking the CSI Power Grid Equipment Theme Index in the market, with a 90% weight in smart grids and 67% in ultra-high voltage, both the highest in the market.

Green Power ETF (562550): The largest in scale within the same index, bundling leading companies in the power industry. It includes clean energy firms such as hydro, wind, and solar power, as well as thermal and nuclear power for energy transition.

Utility ETF (159301): The largest utility-themed ETF by market size. According to Shenwan’s secondary industry classification, the power sector accounts for 90.8% of the weight, characterized by high dividends and steady growth, making it a typical dividend-growth asset.

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