The policy sets the tone for the "Electricity Calculation Collaboration" strategy to accelerate, and the central enterprise energy ETF Harvest (562850) is receiving significant attention from funds

腾讯新闻 - 财经
2026.03.16 05:24
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The policy has set the tone for the acceleration of the "computing power and electricity synergy" strategy, and the central enterprise energy ETF Harvest (562850) has attracted significant capital attention. The "14th Five-Year Plan Outline" released on March 13 clearly proposes the implementation of ultra-large-scale computing power and electricity synergy and other new infrastructure projects, requiring that the proportion of green electricity consumption in newly built data centers be no less than 80%. Against the backdrop of dramatic changes in the Middle East situation and the explosive demand for computing power domestically, new energy systems such as nuclear power and offshore wind are experiencing accelerated policy and installation targets, providing long-term certainty support for energy infrastructure investment led by central enterprises