Green energy concept stocks continue to surge, China Power LiaoNeng hits 8 consecutive limit-ups, and the Green Power ETF Jiashi(159625) is expected to benefit.

March 25, 2026, shares tied to the green power theme continued to surge. Huadian Liaoning Energy achieved an 8-day consecutive limit-up, while more than a dozen stocks including JinKong Power, Yue Dian Power A, and Hunan Development all hit the daily limit. As of 13:02, the Guozheng Green Power Index was up strongly by 2.82%; constituent stocks including Shao Neng Co., Ltd. and Gansu Energy hit limit-ups of 10cm, and individual stocks such as Energy-saving Wind Power and Tianfu Energy also followed suit.

According to data, from January to February 2026, total electricity consumption across the whole society increased by 6.1% year over year. Of this, electricity consumption in the secondary industry grew by 6.3% year over year, reversing the sluggish trend in the earlier period. Electricity consumption in high-tech and equipment manufacturing rose 10.6%. In the third industry, electricity consumption growth rates in the charging-and-swapping services industry and the internet data services industry were as high as 55.1% and 46.2%, respectively, indicating that the structural momentum in the demand for green power has continued to strengthen.

Escalation of geopolitical conflicts in the Middle East has significantly intensified global energy security concerns. Huatai Securities stated that the Strait of Hormuz blockade this time would disrupt global oil and gas trade far more than previous oil crises, forcing countries to accelerate the processes of localizing and diversifying energy supply. As a core pathway to improve electrification rates and reduce reliance on imports, new energy’s strategic value has been highlighted more than ever. It is expected to open up the demand ceiling and drive both earnings and valuation to rise.

In addition, the AI compute power boom is reshaping the power system value assessment framework from the load perspective. Guotai Junan Securities emphasized that new loads added by data centers may reach around the 50GW scale by 2030, which is already sufficient to materially affect the supply-demand pattern and regulation capability of key regions. Against this backdrop, new-energy entities that combine resource endowments with green power trading capabilities will become a key source of supply supporting the stable operation of the new-type power system.

According to data, as of February 27, 2026, the top ten weight stocks in the Guozheng Green Power Index were China Nuclear Power, Three Gorges Energy, Yangtze Power, SDIC Power, CGN, ChuanTou Energy, Shanghai Electric Power, SPIC Green Energy, Huaneng Hydropower, and Huaneng International. The combined weight of the top ten stocks was 50.86%.

The Harvest Green Power ETF (159625) closely tracks the Guozheng Green Power Index, serving as a convenient tool for investors to position themselves in the overall performance of listed companies related to green power.

Over-the-counter investors can seize investment opportunities through the corresponding green power ETF index fund connection fund (017057).

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