--- title: "The situation in the Middle East escalates again, the green electricity concept shows signs of recovery, and XZG has three consecutive trading limits" type: "News" locale: "en" url: "https://longbridge.com/en/news/281454920.md" description: "The situation in the Middle East has escalated, and the green electricity concept has warmed up, with XZG hitting the limit up for three consecutive days. LEP, ZHONGLI GROUP have also hit the limit up, while stocks like Zeyu Intelligent, Huatong Meat, and MXEP have followed suit. Trump stated that he would carry out stronger strikes against Iran, causing international oil prices to rise. Huatai Securities pointed out that the green electricity sector will benefit from policy support and market demand, with State Power Investment Corporation planning to invest 200 billion yuan to accelerate the construction of a new power system. The green electricity direct connection model is expected to solve the problem of new energy consumption and promote industry development" datetime: "2026-04-02T02:34:11.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/281454920.md) - [en](https://longbridge.com/en/news/281454920.md) - [zh-HK](https://longbridge.com/zh-HK/news/281454920.md) --- # The situation in the Middle East escalates again, the green electricity concept shows signs of recovery, and XZG has three consecutive trading limits On April 2nd, the green electricity concept showed signs of recovery, with XZG achieving a three-day limit up, LEP and ZHONGLI GROUP hitting the daily limit, and stocks like Zeyu Intelligent, Huatong Meat, and MXEP also rising. In terms of news, according to CCTV News, on April 1st local time, U.S. President Trump stated that the U.S. did not need the Strait of Hormuz in the past and does not need it now. Trump also mentioned that in the coming weeks, there would be stronger military strikes against Iran. He stated, "If an agreement cannot be reached, the U.S. will launch severe attacks on all of Iran's power plants." Affected by this news, international oil prices, which had previously dropped nearly 2%, surged sharply, with Brent crude rising over 4% at one point and WTI crude rising over 3%. Huatai Securities pointed out that the blockade of the Strait of Hormuz strengthens expectations for rising fossil energy prices, making the green electricity sector, including water, nuclear, wind, solar, and biomass, likely to benefit significantly. It is worth noting that, in addition to short-term geopolitical catalysts, the long-term value reassessment of the green electricity industry is also greatly supported by domestic policies. Among them, "electricity computing synergy" has become a key turning point. The National Bureau of Statistics previously proposed to accelerate the construction of electricity computing synergy projects, clearly stating that the proportion of green electricity used in new hub computing facility projects should not be less than 80%, significantly boosting the demand for clean energy such as wind and solar power. State Power Investment Corporation plans to invest 200 billion yuan this year, a year-on-year increase of 17%, further accelerating the pace of new power system construction. Guosheng Securities believes that electricity computing synergy is clearly included in the new infrastructure category, with the flexibility of "exchanging price for volume / exchanging green for volume" on the generation side becoming prominent, and the demand for upgrades on the grid side being urgent. They suggest paying attention to related targets and high-quality wind and solar assets. Tianfeng Securities believes that more than ten provinces have already issued policies related to direct green electricity connections. According to data from the National Energy Administration at the end of February 2026, 84 direct green electricity connection projects have been approved nationwide, with a total installed capacity of 32.59 million kilowatts for new energy. They believe that the direct green electricity connection model is expected to alleviate difficulties in new energy consumption and the challenges of realizing the environmental value of green electricity, injecting new momentum into the development of new energy operators. ### Related Stocks - [600101.CN](https://longbridge.com/en/quote/600101.CN.md) - [002840.CN](https://longbridge.com/en/quote/002840.CN.md) - [600644.CN](https://longbridge.com/en/quote/600644.CN.md) - [588830.CN](https://longbridge.com/en/quote/588830.CN.md) - [605162.CN](https://longbridge.com/en/quote/605162.CN.md) - [GRID.US](https://longbridge.com/en/quote/GRID.US.md) - [561700.CN](https://longbridge.com/en/quote/561700.CN.md) - [159611.CN](https://longbridge.com/en/quote/159611.CN.md) - [159639.CN](https://longbridge.com/en/quote/159639.CN.md) - [002309.CN](https://longbridge.com/en/quote/002309.CN.md) - [562550.CN](https://longbridge.com/en/quote/562550.CN.md) ## Related News & Research - [Tencent, CATL Join 10 Million-Ton Carbon Credit Push](https://longbridge.com/en/news/286929608.md) - [Canada's Northland Power Q1 adjusted EBITDA up 18%, beats estimates](https://longbridge.com/en/news/286355373.md) - [Mubadala invests in Hornsea 3 offshore wind farm alongside consortium led by Apollo Funds](https://longbridge.com/en/news/286057539.md) - [Driivz to support rollout of Duracell E-Charge network in the UK](https://longbridge.com/en/news/286111096.md) - [Stocks in Play: Tantalus Systems](https://longbridge.com/en/news/286118322.md)