--- title: "Utility ETFs rose nearly 1%, as explosive growth in AI computing power drives electricity demand" type: "News" locale: "en" url: "https://longbridge.com/en/news/279884082.md" description: "The utilities ETF rose nearly 1%, influenced by the surge in demand for AI computing power, leading to an increase in electricity demand. In terms of policy, the government work report for 2026 mentioned \"computing and electricity synergy\" for the first time as part of new infrastructure projects. China International Capital Corporation pointed out that the escalating conflict in the Middle East has heightened global energy security anxiety, driving countries towards low-carbon development and promoting the long-term development of new energy and grid equipment. The latest price of the utilities ETF is 1.1 yuan, with strong performance from constituent stocks, and the top ten weighted stocks account for 51.92%" datetime: "2026-03-20T04:04:07.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/279884082.md) - [en](https://longbridge.com/en/news/279884082.md) - [zh-HK](https://longbridge.com/zh-HK/news/279884082.md) --- # Utility ETFs rose nearly 1%, as explosive growth in AI computing power drives electricity demand The power sector has been repeatedly active. On the news front, the demand for AI computing power has exploded, leading to increased electricity demand. On the policy level, "coordinated computing and electricity" has been included in the government's work report for 2026 for the first time, clearly listed as part of the new infrastructure projects. CICC pointed out that the escalation of conflicts in the Middle East has heightened global energy security anxiety, further strengthening countries' determination for low-carbon development and continuously expanding the long-term development space for new energy and grid equipment. Among them, the accelerated energy transition in Europe is expected to drive upward investment in the grid. The European Union has proposed a €1.2 trillion grid construction plan before 2040, and the demand for offshore new energy grid connection will significantly boost the construction of new power system infrastructure such as flexible direct current transmission. As of March 20, 2026, at 11:20, the CSI All Share Utilities Index (000995) rose by 0.97%. Component stocks such as Changyuan Electric Power rose by 7.14%, Gansu Energy by 5.72%, Zhejiang New Energy by 4.85%, Huadian New Energy by 3.90%, and South Grid Energy Storage by 3.64%. The Utilities ETF (560190) rose by 0.92%, with the latest price reported at 1.1 yuan. The Utilities ETF closely tracks the CSI All Share Utilities Index. The CSI All Share Industry Selection Index series selects listed companies that meet certain liquidity and market capitalization screening criteria from the CSI All Share Industry to serve as index samples, reflecting the overall performance of representative and investable listed company securities within each industry. Data shows that as of February 27, 2026, the top ten weighted stocks in the CSI All Share Utilities Index (000995) are Changjiang Electric Power, China Nuclear Power, Three Gorges Energy, Guodian Power, Yongtai Energy, Huaneng International, State Power Investment, China General Nuclear Power, Shanghai Electric Power, and Chuan Investment Energy, with the top ten weighted stocks accounting for a total of 51.92% ### Related Stocks - [159301.CN](https://longbridge.com/en/quote/159301.CN.md) - [159146.CN](https://longbridge.com/en/quote/159146.CN.md) - [560190.CN](https://longbridge.com/en/quote/560190.CN.md) ## Related News & Research - [09:25 ETWasion Americas and Crytica Security Announce Partnership to Enhance Utility Security at the Grid Edge](https://longbridge.com/en/news/286921729.md) - [Combined NextEra-Dominion Would Have 130-GW Large-Load Pipeline](https://longbridge.com/en/news/286830722.md) - [States escalate fight over AI-driven utility rate hikes](https://longbridge.com/en/news/286680337.md) - [Power prices are up 76% on America’s biggest grid, and a watchdog is pointing fingers](https://longbridge.com/en/news/286590257.md) - [ERock, Distributed Power Systems Provider, Files for NYSE IPO](https://longbridge.com/en/news/286617797.md)