--- title: "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" type: "News" locale: "en" url: "https://longbridge.com/en/news/279207160.md" description: "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" datetime: "2026-03-16T05:24:13.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/279207160.md) - [en](https://longbridge.com/en/news/279207160.md) - [zh-HK](https://longbridge.com/zh-HK/news/279207160.md) --- # 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 As of 13:02 on March 16, 2026, the CSI Guoxin Central-SOEs Modern Energy Index fell by 1.99%. Among the constituent stocks, there were mixed performances, with Longyuan Power leading the gains, followed by CNOOC and Sinopec Oilfield Services; China Power Construction led the declines, with China Energy Engineering and China National Nuclear Power following suit. In terms of news, on March 13, the full text of the "14th Five-Year Plan Outline" was released, clearly stating the implementation of new infrastructure projects such as ultra-large-scale computing and electricity coordination, and requiring that the proportion of green power consumption in newly built data centers at national hub nodes be no less than 80%. Caitong Securities pointed out that the connotation of "Beautiful China" has been elevated to "China holding its own energy bowl," and under the dual pressure of a dramatic change in the Middle East situation in early 2026 leading to a surge in overseas energy prices, combined with an explosion in domestic computing power demand, the sense of "energy crisis" has significantly increased, and doubts about the "dual carbon" goals no longer exist; key links in the new energy system such as nuclear power, offshore wind, and pumped storage are experiencing a dual acceleration of policies and installation targets. The top-level design of policies is shifting from energy supply security to diversified collaboration and deepening system upgrades, making the construction path of the new energy system clearer and the rhythm more rigid, providing long-term certainty support for energy infrastructure investment led by central enterprises. In addition, national-level policies have imposed strict constraints on the proportion of green electricity in computing power parks, clearly requiring that by the end of 2025, the proportion of green electricity consumption in newly built data centers at national hub nodes exceeds 80%. Guosheng Securities emphasized that "computing follows electricity" has become the most mature and visible industrial path, and the site selection logic for data centers has shifted from "close to customers, close to networks" to "prioritizing proximity to low-cost, sustainable, and tradable clean energy supply"; especially in regions rich in wind and solar resources such as Ningxia, Inner Mongolia, Gansu, and Qinghai, the direct connection model of green electricity can directly reduce electricity costs and lock in long-term energy prices, significantly enhancing project return certainty. Data shows that as of February 27, 2026, the top ten weighted stocks in the CSI Guoxin Central-SOEs Modern Energy Index are respectively: China Yangtze Power, Guodian NARI Technology, Aluminum Corporation of China, China National Nuclear Power, Yun Aluminum, Three Gorges Energy, CNOOC, China Power Construction, China Rare Earth, and China National Petroleum, with the top ten weighted stocks accounting for a total of 46.47%. The central enterprise energy ETF Harvest (562850) closely tracks the CSI Guoxin Central-SOEs Modern Energy Index, involving 50 listed company securities in the modern energy industry, including green energy, fossil energy, and energy transmission and distribution, as index samples to reflect the overall performance of listed companies in the central enterprise modern energy theme. Investors without stock accounts can easily allocate to high-quality energy central enterprises through the central enterprise energy ETF Connect (019593) ### Related Stocks - [562850.CN](https://longbridge.com/en/quote/562850.CN.md) ## Related News & Research - [3 energy stocks that are quietly becoming the trades of the year](https://longbridge.com/en/news/286790976.md) - [ZAWYA: Sustainability Forum Middle East to convene high-level roundtable on accelerating energy efficiency in bahrain](https://longbridge.com/en/news/286901878.md) - [Peninsula Energy Limited's (ASX:PEN) Shift From Loss To Profit](https://longbridge.com/en/news/286824894.md) - [TSX Penny Stock Picks Featuring Canuc Resources And Two More Hidden Gems](https://longbridge.com/en/news/286911319.md) - [US selling oil to China 'wouldn't be great' for the American consumer: Expert](https://longbridge.com/en/news/286733695.md)