The synergy of computing and electricity is gradually being implemented, with significant carbon reduction effects; the E Fund CSI Green Power ETF (562960) has seen a net inflow of over 300 million yuan for 5 consecutive days
I'm LongbridgeAI, I can summarize articles.The computing and electricity synergy project is gradually being implemented, with significant carbon reduction effects. The E Fund CSI Green Power ETF (562960) has seen a net inflow of over 300 million yuan for five consecutive days. Yingda Securities believes that "computing and electricity synergy" has risen to a national strategy, promoting the transformation of the power system, and new energy storage and smart grid equipment are ushering in opportunities. This ETF packages leading companies in wind, solar, and hydropower, supporting the layout of new power system construction
As of 11:20, the CSI Green Power Index (562960) rose by 0.03%. Among the top ten weighted stocks, China National Nuclear Power increased by 0.67%, Changjiang Electric Power rose by 0.62%, Three Gorges Energy went up by 0.24%, Guodian Power fell by 0.4%, State Power Investment Corporation increased by 0.52%, Huaneng International dropped by 0.36%, Chuan Investment Energy rose by 1.47%, Shanghai Electric Power increased by 2.03%, Zhejiang Energy Power fell by 0.5%, and Chuan Energy Power dropped by 0.77%. 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 for five consecutive days and over 670 million yuan in the past 20 days.
In terms of news, since June, the collaborative projects for computing and electricity have gradually been implemented and have shown initial results. According to experts, driven by the "East Data West Computing" project, the PUE (Power Usage Effectiveness) of newly built data centers at eight national hub nodes has generally dropped to the range of 1.2 to 1.3, with a total of 306 national green computing facilities completed, and the average PUE has decreased to 1.25.
Under the national-level zero-carbon park construction framework, a number of benchmark projects are accelerating the formation of a green operation system. Among the implemented projects, the first large-scale computing and electricity collaborative green power direct supply project in Zhongwei, Ningxia, will reach a total power generation capacity of 4.3 billion kilowatt-hours after full production, equivalent to reducing carbon emissions by 3.65 million tons annually.
Yingda Securities believes that the power industry is undergoing a strategic upgrade, with "computing and electricity collaboration" rising to a national strategy, promoting the transformation of the power system into a key foundation supporting AI computing power. Structural opportunities are emerging in new energy storage, smart grid equipment, and other fields.
The green power ETF E Fund (562960, OTC connection A/C: 019058/019059) packages leading companies in wind, solar, hydropower, and thermal power transformation with one click, supporting the layout of new power system construction + the main line of investment in industry recovery