Geopolitical conflicts accelerate a re-evaluation of global energy security, with China State-owned Enterprise Energy ETF Jiashi attracting significant market attention.

As of the morning of March 20, 2026, at 10:03, the China Securities National New Central Enterprise Modern Energy Index has decreased by 0.70%. In terms of constituent stocks, there are mixed performances; Changyuan Electric Power leads the gains, with Dongfang Electric and Nanfang Storage Energy following; PetroChina Oilfield Services leads the declines, with China Energy Engineering and China Petroleum Engineering also declining.

In terms of news, by the end of 2024, the National Energy Administration has approved an offshore wind power planning scale of over 315GW, with Guangdong, Fujian, Shandong, and Zhejiang provinces accounting for over 65%; currently, 119GW of indicators have been issued, with about 190GW still pending allocation, and the national management indicators accounting for over 80%. It is expected that from 2024 to 2025, regions such as Fujian, Jiangsu, and Guangxi will release approximately 18GW of new resources through competitive allocation or direct allocation methods, accelerating the large-scale development of offshore wind power.

CITIC Securities points out that the Middle East conflict is accelerating a global reassessment of energy security, further reinforcing the determination for low-carbon transformation; against the backdrop of persistently high gas prices, the transmission period of European electricity wholesale prices to the retail end has shortened to about 2 months, which will significantly reduce the investment recovery period for household and commercial solar storage systems; large-scale independent energy storage, as a key adjustment resource for the new power system, continues to highlight its strategic value, and the long-term development space for global wind and solar storage is further opened up.

Data shows that as of February 27, 2026, the top ten weighted stocks in the China Securities National New Central Enterprise Modern Energy Index are Changjiang Electric Power, Guodian Nari, China Aluminum, China National Nuclear Power, Yun Aluminum, Three Gorges Energy, China National Offshore Oil Corporation, China Power Construction, China Rare Earth, and China Petroleum, with the top ten weighted stocks accounting for a total of 46.47%.

The Central Enterprise Energy ETF Jiashi (562850) closely tracks the China Securities National New Central Enterprise Modern Energy Index, involving 50 listed company securities in the modern energy industry, including green energy, fossil energy, and energy transmission and distribution, as index samples to reflect the overall performance of listed company securities in the central enterprise modern energy theme.

Investors without stock accounts can easily invest in high-quality energy central enterprises through the Central Enterprise Energy ETF Connect (019593).