From Computing Power to Electric Power: A New Paradigm for China's Green Electricity Going Global

On March 30th, the green power sector experienced significant adjustments, raising concerns among investors. Nevertheless, the core investment logic remains unchanged, with an upgrade in energy security strategy. The intensification of geopolitical risks in the Middle East, soaring oil and gas prices, and the vulnerabilities of traditional energy sources are driving a reassessment of the value of green power. China holds a leading position in the global power industry, with photovoltaics, wind power, and other green energy becoming the core of the energy security strategy. It is expected that by the end of 2025, China's installed capacity for photovoltaics and wind power will significantly increase, presenting an opportunity for value reassessment in the green power sector