This summer, electricity load has surged significantly, leading to a concentrated explosion of orders in the power industry chain; the green power ETF E Fund (562960) has raised 670 million in the past 20 days
I'm LongbridgeAI, I can summarize articles.This summer, electricity load has increased significantly, leading to a concentrated explosion of orders in the power industry chain. The green power ETF E Fund (562960) has attracted over 670 million yuan in the past 20 days. Driven by high temperatures and the concept of collaborative computing power, the State Grid expects the maximum electricity load to exceed 1.3 billion kilowatts. ShenGang Securities pointed out that the investment in the new type of grid during the 14th Five-Year Plan will exceed 5 trillion yuan, enhancing the industry's prosperity and demonstrating rigid demand and certainty
As of 10:21, the CSI Green Power Index (562960) rose by 0.03%. Among the top ten weighted stocks, China Nuclear Power increased by 1.34%, Yangtze Power rose by 0.36%, Three Gorges Energy gained 0.49%, Guodian Power fell by 0.6%, State Power Investment rose by 0.67%, Huaneng International decreased by 0.24%, Chuan Investment Energy increased by 0.73%, Shanghai Electric rose by 2.65%, Zhejiang Energy Power fell by 0.17%, and Chuan Energy Power dropped by 1.08%. As of the previous trading day, the CSI Green Power Index (562960) has increased by 15.62% over the past year.
The Green Power ETF E Fund (562960) continues to attract capital inflows. As of the previous trading day, this fund has "absorbed" over 310 million yuan in the past five days and over 670 million yuan in the past 20 days.
In terms of news, since June, the power industry chain has seen improved prosperity, with a concentration of released orders. On June 6, Heshun Electric was selected as a candidate for two major bidding projects by the State Grid, with a total bid amount of 237 million yuan, accounting for 64.87% of its 2025 revenue. At the same time, high temperatures combined with the concept of collaborative electricity calculation have boosted the investment value of the sector. The State Grid expects that the maximum electricity load in its operating area this summer will exceed 1.3 billion kilowatts, a year-on-year increase of about 6%.
Shengang Securities pointed out that during the "14th Five-Year Plan" period, China's new-type power grid investment is expected to exceed 5 trillion yuan, with a target for cross-regional transmission capacity set at over 420 million kilowatts to ensure a power demand of 13.5 trillion kilowatt-hours. The core driving force behind this round of investment lies in the systemic challenges brought by the high proportion of new energy access. The function of the power grid has shifted from "single asset expansion" to a comprehensive infrastructure that "serves new energy consumption, ensures energy security, and supports power growth and intelligent upgrades," possessing strong rigidity and certainty.
The Green Power ETF E Fund (562960, OTC Connect A/C: 019058/019059) packages leading enterprises in wind, solar, hydropower, and thermal power transformation with one click, assisting in the layout of new power system construction and the main line of investment in the recovery of industry prosperity