As of the close on April 1, 2026, the CSI New Energy Index (399808) fell by 0.21%. Among the constituent stocks, there were mixed performances, with Laplace 20cm hitting the daily limit, Zhenyu Technology rising by 7.67%, and Maiwei Co., Ltd. increasing by 6.25%; Sungrow Power led the decline, followed by Goldwind Technology and Hunan Yuneng.
Recently, the investment boom in AI Data Centers (AIDC) has accelerated, creating structural demand for the power equipment industry. United Ratings pointed out that upgrading the power supply system in AIDC construction is key to reducing consumption, with traditional UPS systems being rapidly replaced by HVDC systems, and &#34;HVDC+SST&#34; expected to become the ultimate power supply solution for AIDC. This will significantly increase the demand for high-efficiency and high-reliability electrical equipment, bringing new growth to smart distribution and flexible transmission segments in the new energy supply chain.
In addition, the wind power industry has shown signs of a profit inflection point, with the wind turbine manufacturing business continuing to recover. China International Capital Corporation noted that Goldwind Technology's gross profit margin for wind turbines is expected to rise significantly to 8.95% by 2025, driven by the recovery of domestic onshore wind prices, an increase in the proportion of high-margin overseas and offshore wind shipments, and the implementation of cost reduction and efficiency enhancement measures. Looking ahead to 2026, the upward cycle of onshore wind product delivery prices is expected to further drive improvements in wind turbine profitability, and the green methanol business will also begin to contribute additional growth within the year.
Data shows that as of March 31, 2026, the top ten weighted stocks in the CSI New Energy Index (399808) are CATL, Sungrow Power, TBEA, LONGi Green Energy, Huayou Cobalt, Ganfeng Lithium, Yiwei Lithium Energy, China National Nuclear Power, Tianci Materials, and Goldwind Technology, with the top ten weighted stocks accounting for a total of 41.83%.
The New Energy ETF Harvest (159875) closely tracks the CSI New Energy Index and serves as a convenient tool for investing in leading companies in the new energy sector

588830

02208

562960

159875

562550

561700

159611

中证新能

002202

159326

The new energy industry chain welcomes new growth, and the profitability turning point in the wind power industry has emerged. The CSI New Energy Index fell by 0.21%, with constituent stocks showing mixed performance. The investment boom in AI data centers is accelerating, driving structural growth in the power equipment industry. Goldwind expects the gross profit margin of wind turbines to rise to 8.95% by 2025, and the upward cycle of land wind product delivery prices will further improve profitability. The new energy ETF from Harvest closely tracks the CSI New Energy Index, providing convenience for investors

腾讯新闻 - 财经

Penghua SSE STAR New Energy ETF

GOLDWIND

E Fund CSI Green Power ETF

Harvest CSI New Energy ETF

ChinaAMC Green Electricity ETF

Bosera CSI All Share Electric Utilities ETF

GF CSI All Share Power Public Service ETF

Goldwind

ChinaAMC CSI Grid Equipment Thematic ETF

The new energy industry chain welcomes additional growth, the wind power industry has shown signs of a profit turning point, and the new energy ETF Harvest is receiving significant attention from funds