The power sector is active again, with the green electricity ETF ChinaAMC (562550) rising during trading, and YNHC, JSNE, and others hitting the daily limit

On May 21, the three major A-share indices collectively rose, with the power sector becoming active again. As of 10:09, the Green Electricity ETF ChinaAMC (562550) increased by 0.8%, with a transaction amount reaching 114 million yuan, firmly holding the top position in its category. The holdings YNHC, JSNE, and Li Auto hit the daily limit, while Zhejiang New Energy rose over 8%. Huaneng Mengdian, Solar Energy, Qianyuan Power, and Jinkai New Energy also followed suit. In terms of capital flow, the Green Electricity ETF ChinaAMC (562550) has seen net inflows for 12 consecutive trading days, totaling 459 million yuan, with the latest scale reaching 1.764 billion yuan, setting a historical high and ranking first in its index scale. The concept of computing and electricity synergy has recently received continuous positive news. Following the implementation of the "Action Plan for Promoting the Bidirectional Empowerment of Artificial Intelligence and Energy," on May 20, the National Development and Reform Commission and the National Energy Administration officially issued the "Notice on Promoting the Development of Multi-User Green Electricity Direct Connection in an Orderly Manner." Huafu Securities stated that the synergy of computing and electricity is accelerating, with green electricity direct supply and grid digitalization mutually empowering each other, leading to a revaluation of the entire new power system. Against the backdrop of policy support and overall surplus of green electricity, direct supply of green electricity has become a key method to enhance consumption. At the same time, grid digitalization, leveraging digital and AI technologies, enhances power supply and demand forecasting and related market trading capabilities. Technologies such as solar storage, grid, grid digitalization, and virtual power plants may welcome investment opportunities. Green Electricity ETF ChinaAMC (562550): The largest in its index scale, tracking the China Securities 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. It includes not only clean energy companies represented by hydropower, wind power, and photovoltaic power generation but also samples of energy transition such as thermal power and nuclear power. The "wind, solar, water, and nuclear" content exceeds 56%, and the constituent stocks include Datang Power Generation, GCL-Poly Energy, Jinkai New Energy, YNHC, Green Power, and Energy Saving Wind Power, among others, which are computing and electricity synergy concept stocks. It is an efficient tool for laying out the green electricity track and seizing the energy transition dividends in the AI computing power era