--- title: "The bottleneck of AI is electricity, the long-term logic of the green electricity ETF ChinaAMC (562550) is solid, and it has the highest electricity content in the entire market" type: "News" locale: "en" url: "https://longbridge.com/en/news/281128772.md" description: "On March 31, the three major A-share indices collectively fell, and the power sector performed poorly. The green electricity ETF Huatai (562550) narrowed its decline to 1.31%, with a transaction volume of 77.06 million yuan, marking nine consecutive trading days of net capital inflow, reaching a historical high in scale. CITIC Securities pointed out that the global energy supply chain is affected by the US-Iran conflict, emphasizing the importance of energy self-sufficiency and control. It is expected that electricity price policies will boost investment enthusiasm in the power industry, and the power sector is likely to welcome dual opportunities for fundamental and valuation recovery" datetime: "2026-03-31T05:28:12.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/281128772.md) - [en](https://longbridge.com/en/news/281128772.md) - [zh-HK](https://longbridge.com/zh-HK/news/281128772.md) --- # The bottleneck of AI is electricity, the long-term logic of the green electricity ETF ChinaAMC (562550) is solid, and it has the highest electricity content in the entire market On March 31, the three major A-share indices collectively fell, with a slight rise in the afternoon, and the power sector saw significant declines. As of 13:09, the Green Electricity ETF Huaxia (562550) narrowed its decline to 1.31%, with a transaction volume of 77.06 million yuan, maintaining its position as the largest in its category. Among its holdings, Min Energy, Guiguan Power, China Power Hydro, Yangtze Power, and Funen Co. rose against the market trend. The Green Electricity ETF Huaxia has seen net inflows for nine consecutive trading days, with the latest scale reaching 1.228 billion yuan, setting a new high since its establishment and ranking first in its index scale. The energy revolution triggered by AI computing power is reshaping the power industry landscape. According to the "Special Action Plan for the Green and Low-Carbon Development of Data Centers," it is clearly required that the proportion of green electricity in newly built data centers at national hub nodes exceeds 80%, making green electricity the most direct energy supply for data centers. CITIC Securities stated that the ongoing conflict between the U.S. and Iran continues to impact the global energy supply chain, highlighting the necessity of energy self-sufficiency and control. China's energy consumption structure is diverse, and the overall risk of foreign dependence is controllable; the transition to clean energy has shown significant results, but infrastructure and high-end manufacturing still need development and improvement. In response to the demands for energy security and the promotion of energy transition, it is expected that electricity price policies will be gradually introduced to drive electricity prices to bottom out and rebound, boosting investment enthusiasm in the power industry. The power sector is likely to welcome opportunities for both fundamental and valuation recovery. **Green Electricity ETF Huaxia (562550):** The largest in its index scale, tracking the CSI Green Electricity Index, with over 99% power content in the Shenwan secondary industry. It is the most "pure" power-related index in the entire market, packaging leading power enterprises in one click, including clean energy companies represented by hydropower, wind power, and photovoltaic power, as well as energy transition samples such as thermal power and nuclear power. The "wind, solar, water, and nuclear" content exceeds 55%, and the constituent stocks include Datang Power, GCL-Poly Energy, Jinkai New Energy, YN Energy, Green Power, and Energy Saving Wind Power, among others, which are concept stocks related to computing and electricity synergy. Daily Economic News ### Related Stocks - [561560.CN](https://longbridge.com/en/quote/561560.CN.md) - [159611.CN](https://longbridge.com/en/quote/159611.CN.md) - [562550.CN](https://longbridge.com/en/quote/562550.CN.md) - [159146.CN](https://longbridge.com/en/quote/159146.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) - [ZAWYA: DEWA says $2.3bn transmission network projects under development](https://longbridge.com/en/news/286665525.md) - [NORDIC POWER-Front-quarter rates gain as investors buy the dip, German rates lend support](https://longbridge.com/en/news/287056817.md) - [Oklo Looks Stronger as a Long-Term Energy Play Thanks to 2 Major Growth Drivers](https://longbridge.com/en/news/286923204.md)