CEEC 2026 focuses on energy transition, with Huaxia Green Power ETF (562550) achieving new highs in trading volume and scale, and having the highest electricity content in the entire market.

On March 26, the A-shares experienced a decline in volume, with the Shanghai Composite Index falling by 1.09%, the Shenzhen Component Index down 1.41%, and the ChiNext Index decreasing by 1.34%. The Electric Grid Equipment ETF Huaxia (159326) dropped 2.31%, while the Green Electricity ETF Huaxia (562550) slightly decreased by 0.92%. The Green Electricity ETF Huaxia (562550) had a trading volume of 266 million on the day, with a turnover rate of 22.67%, setting a new historical high for single-day trading volume. Its holdings included Jin控 Power, 中闽 Energy which hit the daily limit, with Gan Energy rising by 6.91%, Guangzhou Development increasing by 6.36%, Changyuan Electric rising by 5.39%, and stocks like Guiguan Electric, Shenzhen Energy, Zhejiang Energy, Baofu New Energy, Jiantou Energy, and Guotou Electric also following suit.

From a funding perspective, the Green Electricity ETF Huaxia (562550) has seen net inflows for seven consecutive trading days, with the latest scale reaching 1.174 billion, setting a new historical high and firmly maintaining the top position among its index peers.

In terms of news, the 16th China International Clean Energy Expo (CEEC 2026) was held in Beijing from March 25-27, themed “Intelligent Connection of Light, Storage, Hydrogen, and a New Future for Green Chains.” 617 exhibitors from 18 countries and regions showcased their products across 60,000 square meters, presenting a vision of energy transition integrating light, storage, hydrogen, electricity, and AI.

Everbright Securities stated that under the background of dual energy consumption control shifting to dual carbon emission control, the “14th Five-Year Plan” clearly sets carbon reduction targets, and the improvement of green electricity consumption has become a long-term trend. The explosion of AI computing power continues to drive the growth of green electricity demand, with the National Bureau of Statistics and other departments intensively issuing policies focused on collaborative electricity computing, green electricity substitution in data centers, and the construction of new power systems, continuously catalyzing green electricity demand and streamlining industrial business models. In the short term, the computing electricity sector has seen significant gains, leading to potential price adjustment pressures; however, in the long term, industry trends are clear and present ongoing allocation value.

Green Electricity ETF Huaxia (562550): The largest in its index, tracking the CSI Green Electricity Index, with over 99% of its composition from the power sector in the Shenwan secondary industry, making it the “purest” power-related index in the entire market. It conveniently packages leading power companies, with holdings that not only cover clean energy core assets such as hydropower, wind power, photovoltaic power, and nuclear power but also include leading enterprises transitioning from thermal power. Under the dual carbon goals, thermal power companies are actively transforming, with many large central thermal power enterprises being the main force in new energy installations. This index essentially represents the overall greening of the electric power industry and symbolizes the upgrade process of the entire power system to a new power system, serving as an efficient tool for positioning in the green electricity sector and capturing the energy transition dividends of the AI computing power era.

Electric Grid Equipment ETF Huaxia (159326): The only product in the market tracking the CSI Electric Grid Equipment Theme Index, with over 77% of its composition from electric grid equipment in the Shenwan secondary industry, making it the purest grid index in the market. Among these, the weight of smart grids accounts for as much as 90%, and the weight of ultra-high voltage reaches 69%, both ranking first in the market. The product comprehensively covers leading companies across the entire industry chain such as State Grid Nari, TBEA, and Siyuan Electric, precisely aligning with the three main lines of ultra-high voltage project advancement, smart grid upgrades, and AI computing power supporting grid transformation, making it a core tool to conveniently capture the high prosperity of the electric grid equipment industry.

Daily Economic News