--- title: "The AI power logic continues to ferment, the power sector rebounds, triggering a surge in limit-up stocks, Huadian Liaoning Energy has achieved 9 consecutive limit-ups" type: "News" locale: "en" url: "https://longbridge.com/en/news/280570754.md" description: "On March 26th, the power sector rebounded, with Huadian Liaoning Energy achieving a 9-day consecutive limit-up, and stocks such as Guangxi Energy and Jingyuntong hitting the daily limit. The explosion of AI computing power has driven the demand for electricity in data centers, making green electricity a core energy supply. Policy support has prompted data centers to transition to \"green electricity first,\" with electricity costs accounting for about 45% of data center expenses. Huatai Securities pointed out that the synergy between computing and electricity will accelerate the implementation of green electricity projects, enhance the scheduling rights and value of green electricity, and promote medium- to long-term growth in the industry" datetime: "2026-03-26T03:44:15.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/280570754.md) - [en](https://longbridge.com/en/news/280570754.md) - [zh-HK](https://longbridge.com/zh-HK/news/280570754.md) --- # The AI power logic continues to ferment, the power sector rebounds, triggering a surge in limit-up stocks, Huadian Liaoning Energy has achieved 9 consecutive limit-ups On March 26, the power sector rebounded after hitting a low during the trading session, with **Huadian Liaoning Energy (600396.SH)** achieving a 9-day consecutive limit-up, and stocks such as **Guangxi Energy (600310.SH)**, **Jingyuntong (601908.SH)**, **Ganneng Co., Ltd. (000899.SZ)**, and **Shennan Electric A (000037.SZ)** also hitting the limit-up. Previously, **Jinkong Power (000767.SZ)**, **Zhongmin Energy (600163.SH)**, and **Huitian Thermal Power (000692.SZ)** reached their limit-up, while **Hunan Development (000722.SZ)** attempted to close at limit-up, and stocks like **Changyuan Power (000966.SZ)** and **Lianmei Holdings (600167.SH)** surged. On the news front, the end of AI is electricity, and the end of electricity is green power. The explosion of AI computing power is significantly driving up the electricity demand of data centers, with green power becoming the most direct energy supply for data centers. The synergy of computing and electricity has been included in the government work report for the first time, coupled with the National Bureau of Statistics clearly stating that the proportion of green power in newly built computing power facilities at hub nodes should not be less than 80%, upgrading green power from an energy supply factor to a core production element of the computing power industry. The policy side has formed a closed-loop support from the national to the local level, with a resonance of mandatory constraints and market-oriented guidance, promoting data centers to shift from "rigid electricity consumption" to "green power priority." On the cost side, electricity accounts for about 45% of the total expenses of data centers, and optimizing both PUE and electricity prices can significantly reduce operating costs, with direct supply of green power and integrated source-grid-load-storage becoming industry standards. On the demand side, the explosion of AI computing power is driving a continuous high increase in electricity consumption in data centers, with green power becoming the only path to solve the constraints of high energy consumption and carbon neutrality. The 14th Five-Year Plan will enter a stage of deep synergy between computing power and electricity, with green power demand being rigid and continuously expanding. Huaxin Securities pointed out that the synergy of computing and electricity is not only a key lever for the construction of a new power system but will also accelerate the implementation of integrated source-grid-load-storage projects, enhancing the priority dispatch rights and value realization capabilities of green power in new infrastructure. Institutions estimate that the increase in green certificate prices and coverage will directly enhance the unit generation revenue of green power operators, shifting green power from a single energy value to a dual value of "energy + environmental rights," with the upgrade of the profit model leading to a valuation reconstruction, becoming the core driving force for medium- to long-term growth in the industry ### Related Stocks - [562960.CN](https://longbridge.com/en/quote/562960.CN.md) - [562350.CN](https://longbridge.com/en/quote/562350.CN.md) - [600396.CN](https://longbridge.com/en/quote/600396.CN.md) - [562550.CN](https://longbridge.com/en/quote/562550.CN.md) ## Related News & Research - [Electric Era Launches CoPower Platform to Unlock Data Center Revenue Growth Constrained by Grid Power Limits](https://longbridge.com/en/news/287243463.md) - [ZAWYA: DEWA says $2.3bn transmission network projects under development](https://longbridge.com/en/news/286665525.md) - [Tata Power's (NSE:TATAPOWER) Problems Go Beyond Weak Profit](https://longbridge.com/en/news/286980045.md) - [Data Centers Could Be 33% Of Commercial Building Electricity Use By 2050: EIA](https://longbridge.com/en/news/287105416.md) - [Tiger Brands signs Apollo Africa electricity wheeling deal for renewable power from 2028](https://longbridge.com/en/news/287219118.md)