From a macro perspective, the new energy sector has recently welcomed a resonance from both domestic and international fronts.
On the overseas front, ongoing global geopolitical conflicts and the situation in the Middle East have raised expectations for oil and gas prices. The overall development logic of new energy has shifted towards energy security, with the economic viability of solar storage and wind storage becoming more prominent, which is expected to accelerate the global energy transition and the export of domestic new energy equipment.
Other regions around the world still possess certain resource endowments, primarily dominated by fossil energy, while Europe relies entirely on imports for oil, gas, and coal. Therefore, it can only strive to enter a deep energy self-sufficiency period characterized by “nuclear power as a safety net + wind and solar dominance.” Thus, this wave of rising oil and gas prices will have a relatively greater impact on Europe. According to a report by Caixin on March 9, the EU is also planning to launch a new investment fund to help implement the trillions of euros needed for the region's green energy transition over the next 15 years.
It is worth noting that the amount of natural gas supplied to Europe from the Middle East is not that large; the impact may be more focused on enhancing medium- to long-term prosperity. In the short term, it mainly brings some thematic investment opportunities to the sector. However, if conflicts continue or worsen, there will still be good opportunities in new energy.
On the domestic front, policy planning has indicated the direction for new energy development.
One is the “dual carbon” policy: The 14th Five-Year Plan outlines the need to accelerate the comprehensive green transformation of economic and social development and to build a beautiful China. In addition, the Fourth Session of the 14th National People's Congress also voted to pass the &#34;Ecological Environment Code,&#34; which signifies the transformation of &#34;dual carbon&#34; from policy language into legal obligations.
Specifically, on the energy side, the ten-year doubling action for non-fossil energy and the construction of a new power system will directly benefit the fields of wind, solar, water, nuclear, energy storage, and ultra-high voltage; on the industrial side, the planning and layout of zero-carbon parks and zero-carbon transportation corridors, as well as the development of the circular economy, will spur the growth of low-carbon technologies, environmental protection equipment, and remanufacturing industries; on the digital infrastructure side, the national integrated computing power network and the large-scale commercial use of 5G and 6G will raise higher requirements for the energy efficiency management of related facilities, bringing structural opportunities to smart energy and green technology companies.
Another core policy is “computing power and electricity synergy”: In March 2026, computing power and electricity synergy was first included in the government work report and incorporated into national-level new infrastructure projects, marking its strategic positioning from the technical exploration stage to a formal leap into national top-level design.
The so-called computing power and electricity synergy refers to a national-level new infrastructure model that achieves deep integration, bidirectional empowerment, and dynamic matching of computing power 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 technologies, intelligent algorithms, and communication networks to promote the collaborative interaction of computing power and electricity in resource scheduling, operational management, and demand response, achieving optimal resource allocation, improving energy utilization efficiency, ensuring stable computing power supply, and supporting low-carbon development.
Therefore, wind and solar storage can also be considered an important support for the implementation of computing power and electricity synergy. The requirements for the proportion of green electricity in computing power and electricity synergy directly promote the direct connection between wind and solar power generation and computing power centers, enhancing the proportion of green electricity used in computing power facilities from the source. However, wind and solar power generation has inherent volatility, making it difficult to meet the stringent demand for power supply stability from computing power centers, thus the supporting role of energy storage becomes increasingly critical
By using energy storage to smooth out the fluctuations in renewable energy output, it can effectively ensure stable electricity usage for computing centers, enhance the local consumption capacity of green electricity, and provide reliable energy support for the synergy between computing and electricity.
Overall, the renewable energy sector is expected to experience a resonance from both internal and external factors, with various sub-sectors such as wind, solar, storage, and lithium likely to benefit comprehensively, although energy storage, lithium batteries, and offshore wind may exhibit relatively greater elasticity.
With the cyclical prosperity on the rise, focus on the ChiNext New Energy ETF (159387) layout: 20cm price fluctuation + comprehensive coverage of wind, solar, storage, and lithium. As of March 13, 2026, the energy storage content in the ChiNext New Energy Index reached 48%, and the solid-state battery content reached 44%, indicating a comprehensive index composition. Interested investors are welcome to make their layouts.
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The new energy sector has recently experienced a resonance both domestically and internationally, with global geopolitical conflicts driving up oil and gas prices and promoting the development of energy security. Europe, which relies on imported fossil energy, faces greater impacts. The European Union plans to launch an investment fund to support the transition to green energy. Domestic policies such as the "dual carbon" goals and the ecological environment code are promoting the development of new energy, benefiting areas like wind, solar, and energy storage. The introduction of the electricity collaboration policy marks the country's emphasis on new energy, bringing structural opportunities

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The resonance of new energy both internally and externally, wind, solar, storage, and lithium welcome comprehensive opportunities