New energy internal and external resonance, wind, solar, storage, and lithium welcome comprehensive opportunities

From a macro perspective, the new energy sector has recently experienced a resonance both internally and externally.

Overseas, global geopolitical conflicts continue to escalate, with Middle Eastern tensions driving up expectations for oil and gas prices. The overall logic for new energy development has shifted toward energy security, with the economic viability of solar storage and wind storage becoming more prominent. It is expected to accelerate the global energy transition and the export of domestically produced new energy equipment.

Other regions worldwide still possess certain resource endowments, primarily dominated by fossil fuels. Europe, however, relies entirely on imports for oil, gas, and coal, so it can only strive to enter a deep energy independence phase led by “nuclear power as a backup + wind and solar as the main”. Therefore, this wave of oil and gas price increases will likely have a greater impact on Europe. According to a report by Cailian Press on March 9, the European Union is also planning to launch a new investment fund to help implement the region’s green energy transition, which will require tens of trillions of euros over the next 15 years.

It’s worth noting that, actually, the natural gas supply from the Middle East to Europe isn’t that large, and the impact may be more focused on boosting medium- to long-term economic activity. In the short term, it mainly provides some investment opportunities with thematic characteristics for the sector. However, if conflicts persist or worsen further, then opportunities in new energy remain promising.

Domestically, policy planning clarifies the development direction for new energy.

One is the “dual carbon” policy: The “14th Five-Year Plan” outline proposes accelerating the comprehensive green transformation of the economy and society, building a beautiful China. Additionally, the Fourth Session of the 14th National People’s Congress also approved the “Ecological and Environmental Code,” which signals that the “dual carbon” goals are shifting from policy language to legal obligations.

Specifically, on the energy side, the ten-year doubling action for non-fossil energy and the construction of new power systems will directly benefit wind, solar, hydro, nuclear, energy storage, and ultra-high voltage sectors; on the industrial side, the planning and layout of zero-carbon parks, zero-carbon transportation corridors, and the development of circular economy will foster growth in low-carbon technologies, environmental protection equipment, and remanufacturing industries; on the digital infrastructure side, nationwide integrated computing power networks and the commercial deployment of 5G and 6G will raise higher requirements for the energy efficiency management of related facilities, bringing structural opportunities for smart energy and green technology companies.

Another core policy is “computing and electricity collaboration”: In March 2026, computing and electricity collaboration was first included in the government work report and incorporated into the national new infrastructure projects, marking its strategic positioning from a technological exploration phase to a top-level national design.

The so-called computing and electricity collaboration refers to a national new infrastructure model that achieves deep integration, bidirectional empowerment, and dynamic matching of computing infrastructure and power systems through technological, mechanism, and policy innovations. Its core is to build a closed-loop system of “electricity supporting computing, computing optimizing electricity,” leveraging digital technology, intelligent algorithms, and communication networks to promote coordinated interaction between computing power and electricity in resource scheduling, operational management, and demand response, thereby optimizing resource allocation, improving energy utilization efficiency, ensuring stable computing power supply, and supporting low-carbon development.

Therefore, wind, solar, and energy storage are also important supports for the implementation of computing and electricity collaboration. The requirements for green electricity share in computing and electricity collaboration directly promote the direct connection construction of wind and solar power generation with computing centers, increasing the proportion of green electricity used at the source. However, wind and solar power are inherently variable, making it difficult to meet the strict stability requirements of power supply for computing centers. As a result, energy storage’s supporting role becomes increasingly critical. By smoothing out fluctuations in new energy output, energy storage can effectively ensure stable power for computing centers, enhance local consumption of green electricity, and provide reliable energy support for computing and electricity collaboration.

In summary, the new energy field is expected to experience internal and external resonance, with all sub-sectors such as wind, solar, energy storage, and lithium batteries likely to benefit comprehensively. Among them, energy storage, lithium batteries, and offshore wind may exhibit greater elasticity.

With the cyclical upward trend, focus on the ChiNext New Energy ETF (159387) for full coverage of 20cm price fluctuations + wind, solar, storage, and lithium. As of March 13, 2026, the energy storage content in the ChiNext New Energy Index reached 48%, and solid-state batteries accounted for 44%. The index composition is relatively comprehensive. Interested investors are welcome to consider layout.

Risk Reminder:

Investors should fully understand the differences between regular fixed-amount investments and savings methods such as lump-sum deposits and installment savings. Regular fixed-amount investment is a simple and feasible way to guide investors toward long-term investment and average cost. However, it cannot eliminate the inherent risks of fund investments, nor guarantee returns, and is not an equivalent financial substitute for savings.

Whether it’s stock ETFs/LOFs, these are securities investment funds with higher expected risks and returns, with expected yields and risks exceeding those of hybrid funds, bond funds, and money market funds.

Funds investing in STAR Market and ChiNext stocks face unique risks due to differences in investment targets, market systems, and trading rules, which investors should be aware of.

The short-term rise and fall of sector/fund indices are provided solely as auxiliary materials for analytical viewpoints and are for reference only, not a guarantee of fund performance.

The short-term performance of individual stocks mentioned in the article is for reference only, not a stock recommendation, nor a forecast or guarantee of fund performance.

The above opinions are for reference only and do not constitute investment advice or promises. If you wish to purchase related fund products, please pay attention to investor suitability management regulations, conduct risk assessments in advance, and select fund products matching your risk tolerance. Funds carry risks; please invest cautiously.

Daily Economic News