Policy anchors AI + Energy, the ChiNext New Energy ETF with the lowest market fee rate is oscillating upward.

As of 9:57 on May 11, 2026, the ChiNext New Energy ETF Huaxia (159368) increased by 0.35%, with the latest price at 1.721 yuan. In terms of constituent stocks, gains and losses are mixed, with Shenghong Co. leading the rise at 10.01%, Yonggui Electric up 9.07%, and Maiwei Co. up 5.81%; Defu Technology led the decline at 4.99%, Fulin Precision down 4.45%, and Roboteck down 3.51%.

Regarding liquidity, the ChiNext New Energy ETF Huaxia (159368) is actively traded, with a turnover rate of 8.68% during the session and a transaction volume of 96.41 million yuan. Looking at a longer period, as of May 8, the average daily trading volume of the ChiNext New Energy ETF Huaxia over the past week was approximately 357 million yuan.

On the news front, on May 8, four departments jointly issued the “Action Plan for Promoting Mutual Empowerment of Artificial Intelligence and Energy,” which proposes that by 2027, a safety, green, and economical energy support system for supporting AI innovation will be initially established, with significant improvements in the interaction capabilities between clean energy and computing infrastructure; by 2030, the supply capacity of clean energy for AI computing facilities, as well as the R&D and application of AI-specific technologies in the energy sector, will reach world-leading levels, and mutual empowerment between AI and energy will achieve notable results. This marks China’s entry into a new stage of systematic promotion in the “AI + Energy” field.

CITIC Securities believes that the explosion of AI computing power is fundamentally changing the global power supply and demand landscape. As the core hub for global AI data center (AIDC) construction, the United States faces an unprecedented electricity shortage crisis. The construction cycle of power grids (3-8 years) is severely mismatched with the deployment cycle of AI servers (6-12 months). Coupled with structural flaws such as the disjointed and cross-regional transmission capacity of the US power grid, this drives the shift of AIDC self-supply from an “optional” to a “rigid necessity.” In March 2026, the seven major US AI giants signed the “Electricity Cost Payer Protection Commitment,” explicitly stating that “new electricity consumption will be fully self-supplied and fully borne by the users,” marking the beginning of the industrialization year of AIDC self-supply and signaling the formation of a new track.

The ChiNext New Energy Index mainly covers the new energy and new energy vehicle industries, involving segments such as batteries and photovoltaics. It is the only 20CM index on the ChiNext with a daily rise and fall limit. The ChiNext New Energy ETF Huaxia (159368) is highly elastic, with a maximum increase of 20CM; it has the lowest fee rate, with total management and custody fees of only 0.2%; its energy storage content exceeds 74%, aligning with current market hotspots. (Connect A: 024419 Connect C: 024420)

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