National Data Bureau experts emphasize the true meaning of integrated electricity and data collaboration. Ningbo Energy and Tongbao Energy hit the daily limit in the afternoon.

（Source: 财闻）

As of the time of publication, component stocks Ningbo Energy and Tongbao Energy are both at their daily trading limit. Previously, Min Energy, Shao neng Shares, Fuchun Environmental Protection, Jinjin Power, Bao New Energy, and others also hit the daily trading limit. In addition, popular leader Huadian Liaoning Energy has hit 8 straight daily trading limits in 8 days, Huadian Energy has hit 3 straight daily trading limits in 5 days, Zhejiang Xinneng has hit 3 straight daily trading limits in 3 days, and Yuelectric A has hit 4 straight daily trading limits in 6 days.

On March 25, green power stocks continued to maintain their upward momentum in the afternoon trading session. As of the time of publication, component stocks Ningbo Energy (600982.SH) and Tongbao Energy (600780.SH) are both at their daily trading limit. Previously, Min Energy (600163.SH), Shao neng Shares (000601.SZ), Fuchun Environmental Protection (002479.SZ), Jinjin Power (000767.SZ), and Bao New Energy (000690.SZ) also hit the daily trading limit. In addition, popular leader Huadian Liaoning Energy (600396.SH) has hit 8 straight daily trading limits in 8 days, Huadian Energy (600726.SH) has hit 3 straight daily trading limits in 5 days, Zhejiang Xinneng (600032.SH) has hit 3 straight daily trading limits in 3 days, and Yuelectric A (000539.SZ) has hit 4 straight daily trading limits in 6 days.

On the news front, the document 《Shenzhen’s Action Plan to Accelerate the High-Quality Development of the Artificial Intelligence Server Industrial Chain (2026—2028)》 proposes that, according to local conditions, a net-zero carbon data center benchmark and demonstration should be built with the model of “photovoltaics / offshore wind + energy storage + green power directly connected,” to help meet on-site consumption of computing power demand and enable efficient utilization of green electricity.

In addition, recently, Liu Liehong, Director of the National Data Administration, said at the 2026 annual meeting of the China Development Forum that the next step will be to work with relevant departments to strongly advance the “computing-power and electricity coordination” project, ensuring that the share of green-electricity applications for newly built computing power facilities at hub nodes reaches 80% or more, maximizing the supporting role of green power.

Zhang Xianghong, a member of the expert advisory committee of the National Data Administration, stated that the fundamental meaning of “computing-power and electricity coordination” is to use the green electricity with our country’s leading advantages to develop our computing power industry and artificial intelligence industry.

CICC Changjiang Securities believes that, as the construction pace of offshore wind power projects accelerates, in 2026, offshore wind power project installations outside China are expected to see high growth and increased volume release. Based on an analysis of the construction schedule of offshore wind power projects outside China, it is expected that overseas offshore wind power installations in 2026 could reach 12GW, a significant increase from 3.1GW in 2025. Among them, Europe is expected to reach 7.5GW of offshore wind power installations in 2026, a significant growth compared with Europe’s 2GW offshore wind power installations in 2025.

Soochow Securities believes that as electricity market reforms deepen and power reassessment occurs, the value of bonus allocation is significant. The three major constraints on green power—“grid integration and consumption, power prices, and subsidies”—are gradually easing. New energy enters the market comprehensively, and market mechanisms are leading the high-quality development of new energy. Founder Securities believes that in 2025, with downward pressure on long-term agreement power prices in multiple regions, and multiple policy “combinations” such as measures to constrain the spread between wholesale and retail prices to curb irrational competition, as well as the widespread upward adjustment of capacity price compensation ratios starting in 2026, the power sector is expected to bottom out in the short term. The industry is shifting from the “double squeeze on prices and volume” to a new stage of “stable pricing and increased revenues,” which is expected to drive a value reassessment of the sector.

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