The A-share market rebounds across the board, the Green Power ETF Huaxia (562550) turns positive, and GCL New Energy Science & Technology hits the daily limit.

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April 1, the three major A-share indexes rebounded collectively. During the session, more than 4,000 individual stocks rose. After an early pullback, the power sector saw a rebound and moved higher in a range. As of 10:02, the Green Power ETF Huaxia (562550) was up 0.25%. Holdings company Tongwei? Xie? (Xie Xin Ke?) hit the daily limit. Jin Kai New Energy, Yu Energy Shares, Fu Neng Shares, Jingneng Power, JinkoTechnology and others followed higher.

Over the past 10 trading days, the Green Power ETF Huaxia (562550) saw net capital inflows of more than 400 million yuan, and its latest size reached 1.189 billion yuan, maintaining the top position by fund size within the same index.

The end of AI is power; the end of power is green electricity. According to related requirements, in newly built hub nodes, the share of green electricity needs to exceed 80%, making green electricity the most direct energy supply for data centers. The green power sector has solid long-term logic. After a period of phase pullback, its allocation value has become more prominent. Huachuang Securities noted that the global competitiveness of domestic tokens is expected to further increase China’s green power demand from 2026 to 2030 by 4%-33%. The green power’s low electricity price advantage provides an effective way to reduce costs for data centers. In addition, introducing green power offers a feasible policy path for data centers to break through the bottleneck of traditional energy-consumption indicators and to match the growing demand for computing power.

Green Power ETF Huaxia (562550): It has the largest fund size within the same index. It tracks the CSI Green Electricity Index. In the Shenwan secondary industry classification, the power-related content exceeds 99%, making it the most “pure” power-related index in the entire market. It packages leading power companies in one click. It not only includes clean-energy companies represented by hydropower, wind power, and photovoltaic power generation, but also includes energy-transition samples such as thermal power and nuclear power. The target’s “wind, solar, hydro, nuclear” content exceeds 55%. Among its constituent stocks are Datang Power, Tongwei? Xie? (Xie Xin Ke?), Jin Kai New Energy, Yu Energy Shares, Lvf? Power? (Lvfa? Power?), Jieneng Wind Power and other computing-power and energy-coupling concept stocks. It is an efficient tool for one-click allocation to the green power sector and for capturing the energy-transition dividend in the AI computing-power era.

Economic Daily News

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