--- title: "The explosion of AI computing power is profoundly reshaping the structure of electricity demand, and the electric power ETF Invesco (159158) is hitting a 7-day consecutive rise" type: "News" locale: "en" url: "https://longbridge.com/en/news/278803599.md" description: "As of March 12, 2026, the electric power ETF Invesco (159158) rose by 1.07%, achieving a 7-day consecutive increase. Component stocks Datang Power and GD ELECTRICITY hit the daily limit, while CECWPC rose by 4.96%. In terms of policy, the power system is developing towards intelligence, and \"computing and electricity synergy\" has been included in the government work report, marking the integration of electricity and computing power. IDC predicts that by 2030, electricity consumption by data centers will account for 3%-5.3% of total electricity consumption in society. Huachuang Securities pointed out that \"computing and electricity synergy\" will give rise to new practical models" datetime: "2026-03-12T01:43:10.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/278803599.md) - [en](https://longbridge.com/en/news/278803599.md) - [zh-HK](https://longbridge.com/zh-HK/news/278803599.md) --- # The explosion of AI computing power is profoundly reshaping the structure of electricity demand, and the electric power ETF Invesco (159158) is hitting a 7-day consecutive rise Editor: Zhao Yun As of March 12, 2026, 09:38, the electric power ETF Invesco (159158) rose by 1.07%, marking a seven-day consecutive increase. Component stocks Datang Power and GD ELECTRICITY hit the daily limit, CECWPC rose by 4.96%, Xiexin Energy rose by 2.99%, and Anhui Energy rose by 1.48%. On the policy front, the power system is accelerating its evolution towards intelligence and collaboration. "Computing and electricity collaboration" has been included in the 2026 government work report for the first time, clearly listed as one of the "new infrastructure projects such as ultra-large-scale intelligent computing clusters and computing-electricity collaboration," marking that the deep integration of electricity and computing power has risen to the national strategic level; at the same time, the National Development and Reform Commission proposed to promote the construction of "six networks" including the power grid during the 14th Five-Year Plan period, with investments exceeding 7 trillion yuan, of which the State Grid plans a fixed asset investment of about 4 trillion yuan during the 14th Five-Year Plan, a 40% increase compared to the 13th Five-Year Plan, significantly enhancing the importance of power grid construction. On the macro front, the explosion of AI computing power is profoundly reshaping the structure of electricity demand. IDC predicts that China's data center electricity consumption will reach 390.7–820.6 billion kWh by 2030, accounting for 3%–5.3% of total electricity consumption; the electricity gap in the Yangtze River Delta hub will reach 610.8 billion kWh by 2025, with local electricity shortages continuing to increase. Huachuang Securities believes that against this backdrop, "computing and electricity collaboration" has not only become a policy focus but has also spawned new practical models such as direct connection of green electricity, virtual power plants, and optimization of electricity market mechanisms. The electric power ETF Invesco (159158) closely tracks the CSI All Share Electric Utilities Index, with the top ten weighted stocks being China Yangtze Power, China National Nuclear Power, Three Gorges Energy, Guodian Power, Yongtai Energy, Huaneng International, State Power Investment, China General Nuclear Power, Shanghai Electric, and Chuan Investment Energy, with the top ten weighted stocks accounting for a total of 48.38%. (Data source: Wind, as of 2026/3/12) Risk warning: The market has risks, and investment should be cautious! Daily Economic News ### Related Stocks - [561700.CN](https://longbridge.com/en/quote/561700.CN.md) - [159611.CN](https://longbridge.com/en/quote/159611.CN.md) - [601991.CN](https://longbridge.com/en/quote/601991.CN.md) - [000537.CN](https://longbridge.com/en/quote/000537.CN.md) - [601016.CN](https://longbridge.com/en/quote/601016.CN.md) - [562550.CN](https://longbridge.com/en/quote/562550.CN.md) - [159158.CN](https://longbridge.com/en/quote/159158.CN.md) ## Related News & Research - [Mubadala invests in Hornsea 3 offshore wind farm alongside consortium led by Apollo Funds](https://longbridge.com/en/news/286057539.md) - [Canada's Northland Power Q1 adjusted EBITDA up 18%, beats estimates](https://longbridge.com/en/news/286355373.md) - [Tata Power's (NSE:TATAPOWER) Problems Go Beyond Weak Profit](https://longbridge.com/en/news/286980045.md) - [NORDIC POWER-Front-quarter rates gain as investors buy the dip, German rates lend support](https://longbridge.com/en/news/287056817.md) - [Texas grid hits turning point as solar prepares to overtake coal](https://longbridge.com/en/news/286895487.md)