Public utility ETFs rise nearly 1%, explosive growth in AI computing power demand drives electricity consumption

GateUser-bd883c58 · 2026-03-29T21:46:37+00:00

The surge in AI computing power demand drives an increase in electricity consumption, with policies supporting the development of "computing and electricity collaboration" in new infrastructure. The escalation of conflicts in the Middle East heightens energy security concerns, prompting countries to accelerate low-carbon development. Utility sector ETFs are rising, reflecting an optimistic industry outlook.

GateUser-bd883c58

2026-03-29 21:46:37

Abstract generation in progress

Ask AI · How can the AI compute-power boom specifically drive growth in electricity demand?

The power sector has been repeatedly active. On the news front, an explosive surge in AI compute-power demand has triggered electricity demand growth. On the policy front, in the 2026 government work report, “compute–power coordination” was written into the document for the first time, and it was clearly listed as a new infrastructure project.

CICC points out that the intensification of the conflict in the Middle East has heightened global energy-security concerns, further strengthening countries’ commitment to low-carbon development and expanding long-term growth space for new energy and grid equipment. Among this, Europe’s accelerated energy transition is expected to drive grid investment higher. The EU has already proposed a €1.2 trillion grid construction plan before 2040. Demand for integrating offshore new energy is expected to significantly boost the construction of new power-system infrastructure such as flexible HVDC transmission.

As of March 20, 2026, 11:20, the CSI All-Share Public Utilities Index (000995) rose 0.97%. Component stock Yangyuan Power rose 7.14%, Gansu Energy rose 5.72%, Zhejiang New Energy rose 4.85%, Huadian New Energy rose 3.90%, and Southern Grid Storage rose 3.64%. The Public Utilities ETF (560190) rose 0.92%, and the latest price was 1.1 yuan.

The Public Utilities ETF closely tracks the CSI All-Share Public Utilities Index. The CSI All-Share Industry Select Index Series selects listed companies from the CSI All-Share Industries that meet certain liquidity and market-cap screening criteria as index constituents, to reflect the overall performance of securities of listed companies that are more representative and investable within each industry.

Data shows that, as of February 27, 2026, the top 10 weight stocks in the CSI All-Share Public Utilities Index (000995) are Yangtze Power, China National Nuclear Power, China Three Gorges Energy, Guodian Power, Yongtai Energy, Huaneng International, State Power Investment, China General Nuclear, Shanghai Electric Power, and Chuan Tou Energy. The combined share of the top 10 weight stocks is 51.92%.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

2 Likes