On May 22, the three major A-share indices collectively rose, with the Shanghai Composite Index up 0.78%, the Shenzhen Component Index up 2.11%, and the ChiNext Index up 2.61%. The Green Electricity ETF ChinaAMC (562550) slightly retreated in the afternoon but remained above the intraday average price line. As of 14:45, it was down 0.00%, while the Grid Equipment ETF ChinaAMC (159326) rose 1.91%. The Green Electricity ETF ChinaAMC (562550) had a trading volume of 182 million yuan that day, with a turnover rate of 10.19%, indicating continued active trading. Its constituent stocks, Jinkong Power rose 7.00%, Xiexin Energy rose 6.85%, Tianfu Energy rose 6.40%, Jinko Technology rose 3.44%, and stocks such as Jiangsu New Energy, Energy Saving Wind Power, Linyang Energy, and Gan Energy also followed suit.

From a funding perspective, the Green Electricity ETF ChinaAMC (562550) has seen net inflows for 13 consecutive trading days, accumulating a total of 509 million yuan, with the latest scale reaching 1.786 billion yuan, setting a historical high and ranking first among the same index in terms of scale.

On May 22, the National Development and Reform Commission comprehensively introduced the overall situation of energy and electricity supply this summer and various preparatory measures in response to social hot topics such as the potential strong El Niño phenomenon in 2026, the growth of the national peak electricity load this summer, and challenges in energy supply. A comprehensive assessment indicates that the national peak electricity load this summer will reach about 1.6 billion kilowatts, an increase of about 90 million kilowatts compared to last year, equivalent to the electricity load of an additional Henan Province.

Guosheng Securities stated that based on the prediction data from the China Electricity Council, the total electricity consumption in society will steadily rise in 2026, with photovoltaic installed capacity exceeding coal power for the first time, accelerating the energy structure's transition to new energy. The overall supply and demand for electricity this summer is controllable, but some regions may experience tight loads; in May, the purchasing price trends for electricity varied across regions, with significant increases in system operating costs and widening regional disparities in the allocation of new energy electricity costs. Currently, the collaborative development of electricity calculation is gaining opportunities, the value of thermal power peak regulation is increasing, the growth potential of wind and solar industries is ample, hydropower and nuclear power have prominent defensive attributes, and the profitability of gas companies is gradually improving. It is recommended to layout stocks in electricity calculation collaboration, thermal power upgrades, quality green electricity, water nuclear, and urban gas sectors.

Green Electricity ETF ChinaAMC (562550): The largest in scale among the same index, tracking the China Securities Green Electricity Index, with over 99% of the power content in the Shenwan secondary industry, making it the most "pure" power-related index in the entire market. It packages leading power companies in one click, including clean energy companies represented by hydropower, wind power, and photovoltaic power generation, as well as samples of energy transition such as thermal power and nuclear power. The "wind-solar-water-nuclear" content exceeds 55%, and its constituent stocks include Datang Power, Xiexin Energy, Jinkai New Energy, YN Energy, Green Power, and Energy Saving Wind Power, among others, which are concept stocks in electricity calculation collaboration. It is an efficient tool for laying out the green electricity sector and capturing the energy transition dividends in the AI computing power era.

Grid Equipment ETF ChinaAMC (159326): The only product in the market tracking the China Securities Grid Equipment Theme Index, with over 73% of the grid equipment content in the Shenwan secondary industry, making it the most "pure" grid index in the entire market; among them, the weight of smart grids accounts for as much as 90%, and the weight of ultra-high voltage accounts for as much as 70%, both ranking first in the entire market The products comprehensively cover leading companies in the entire industry chain such as State Grid Nanrui, TBEA, and Suyuan Electric, precisely aligning with the three main lines of promoting ultra-high voltage projects, upgrading smart grids, and supporting grid transformation with AI computing power. It is a core tool for conveniently grasping the high prosperity of the power grid equipment industry