Hwabao WP CSI All Share Electric Utilities ETF

State Energy Administration Implements Green Power Direct Link and Compute Power Synergy Policy to Drive Power Industry Restructuring

First Quarter National Wind Power New Grid-connected Capacity and Generation Data Released

513040

588200

BABX

159146

On May 19th, the A-share market experienced a major reversal, with the Shanghai Composite Index rising 0.92% to 4,169.54 points, and the chip and semiconductor sectors performing strongly. Hwabao SSE STAR Artificial Intelligence ETF and SSE STAR Chip ETF rose by 4.21% and 3.82%, respectively. The power ETF reached a historical high, and the Hong Kong stock internet ETF also rebounded, with Tencent Holdings rising over 4%. Multiple institutions are optimistic about the Hong Kong stock internet sector capitalizing on AI diffusion opportunities, as Alibaba and Tencent are transforming into "AI + Cloud" technology platforms

同壁财经

E Fund CSI HK Connect Internet ETF

Harvest SSE STAR Chip ETF

BABA 2x Long Daily ETF - GraniteShares

iShares Semiconductor ETF

Hwabao WP SSE STAR Artificial Intelligence ETF

Direxion Semicon Bull 3X

VanEck Semiconductor ETF

Hwabao CSI HK Equities Internet ETF

KraneShares 2x Long BABA Daily ETF

Guotai CSI Hong Kong Connect Internet ETF

Hwabao WP SSE STAR Chip ETF

Hwabao WP SZSE ChiNext Artificial Intelligence ETF

Hwabao WP CSI All Share Investment Banking & Brokerage ETF

CICC

Dongxing Securities Co., Ltd.

Cinda Securities

TENCENT

Tencent

BABA-W

Alibaba

VeriSilicon

Amlogic

Cambricon

Kingsoft Office

FULING POWER

HCIG Energy

JXGNCL

Guangxi Energy

Linyang Energy

HNMD

ZZEPC

JSNE

Datang Power

DATANG POWER

GDPD

MEITUAN

Hwabao WP HK Connect Hang Seng China (Hong Kong-listed) 30 ETF

Alphabet

Alphabet - C

BOCIC

INDUSTRIAL SECURITIES

中证农业

YNHC

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

BABA-WR

Alibaba HK SDR 5to1

MEITUAN-WR

Meituan

Meituan HK SDR 5to1

Explosive! The STAR Artificial Intelligence and STAR Chip sectors have surged in a reversal, the "dark side of light" has erupted, and Hwabao Fund's Electric Utilities ETF closed at a new high! Hong Kong's internet sector is brewing a turnaround

561560

159611

562550

On March 31, the three major A-share indices collectively fell, and the power sector performed poorly. The green electricity ETF Huatai (562550) narrowed its decline to 1.31%, with a transaction volume of 77.06 million yuan, marking nine consecutive trading days of net capital inflow, reaching a historical high in scale. CITIC Securities pointed out that the global energy supply chain is affected by the US-Iran conflict, emphasizing the importance of energy self-sufficiency and control. It is expected that electricity price policies will boost investment enthusiasm in the power industry, and the power sector is likely to welcome dual opportunities for fundamental and valuation recovery

腾讯新闻 - 财经

Huatai-Pb CSI All Share Power Public Service ETF

GF CSI All Share Power Public Service ETF

ChinaAMC Green Electricity ETF

The bottleneck of AI is electricity, the long-term logic of the green electricity ETF ChinaAMC (562550) is solid, and it has the highest electricity content in the entire market

561700

159158

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162509

The Invesco Great Wall CSI All Share Electric Utilities ETF (159158) has a comprehensive layout in the power and grid industry, with 100% coverage of constituent stocks, benefiting from AI technology and energy transition. The CSI All Share Electric Utilities Index (H30199) fell by 0.29%, but individual stocks like Guangxi Energy performed well. CITIC Securities pointed out that the global energy supply chain is affected by conflicts, and it is expected that electricity price policies will drive the fundamental and valuation recovery of the power industry. Investment should be cautious

Bosera CSI All Share Electric Utilities ETF

Invesco Great Wall CSI All Share Electric Utilities ETF

GTJA Allianz CSI A100 Index Fund(LOF)

The electric power ETF Invesco is 100% allocated to the electric power and grid industry, and the sector is expected to welcome dual opportunities for fundamental and valuation recovery

560580

The Electric Power ETF Invesco (159158) focuses on the new growth pole of computing power consumption, expecting to release a rigid increase in electricity demand in the next 3-5 years. The CSI All Share Electric Utilities Index (H30199) fell by 0.99%, with constituent stocks performing unevenly. China Merchants Securities pointed out that stable and clean electricity is the core infrastructure for the development of the AI industry, and low-carbon power sources are expected to benefit. The Electric Power ETF has both defensive and growth attributes, making it suitable for capturing the new energy cycle. Investment should be approached with caution

China Southern CSI All Share Power Public Service ETF

Power consumption from computing is becoming a new growth driver that cannot be ignored. The electric power ETF Invesco (159158) captures AI energy opportunities with one click

000966

561170

562960

159625

000958

The A-share power ETF map analyzes the ecological closed loop of power investment, emphasizing the relationship between computing power consumption and power supply. The power industry chain is divided into three links: power generation, power transmission, and power storage. Investors need to distinguish between the power index and the green power index. The power index covers all types of electric energy, representing the overall industry performance, while the green power index focuses on clean energy and is significantly influenced by policies. With the expansion of AI computing power, the demand for green power has become more rigid, becoming a key factor for data center compliance

CHANGYUAN POWER

FullGoal CSI Green Power ETF

E Fund CSI Green Power ETF

Harvest CNI Green Power ETF

SPICIFH

A-share Power ETF Map: Breakdown of Generation, Transmission, and Storage ETFs

515790

159857

516160

The National Energy Administration announced that as of the end of February, the cumulative installed power generation capacity nationwide was 3.95 billion kilowatts, a year-on-year increase of 15.9%. Among them, the installed capacity of solar power generation was 1.23 billion kilowatts, a year-on-year increase of 33.2%; and the installed capacity of wind power was 650 million kilowatts, a year-on-year increase of 22.8%. From January to February, the average cumulative utilization hours of power generation equipment nationwide was 466 hours, a decrease of 39 hours compared to the same period last year

Wallstreetcn

Huatai-PB CSI Photovoltaic Industry ETF

Tianhong CSI Photovoltaic Industry ETF

China Southern CSI New Energy ETF

National Energy Administration: As of the end of February, installed solar power generation capacity nationwide increased by 33.2% year-on-year

159301

560620

全指公用

601985

560190

Utility ETFs have medium to long-term allocation attractiveness due to favorable policies and a general market uptrend. The talks between Trump and Iran boosted market confidence, and the "calculation electricity synergy" was mentioned for the first time during the Two Sessions, making wind power assets a beneficiary sector. Brokerage analysis pointed out the stable cash flow and defensive characteristics of the urban gas sector, as well as the profitability stability brought by the implementation of nuclear power industry policies. The CSI All Share Utilities Index (000995.CSI) rose by 0.84%, with major constituent stocks experiencing a broad increase, and the utility ETFs closely track the CSI All Share Utilities Index

ChinaAMC CSI All Share Utilities ETF

Wanjia CSI All Share Utilities ETF

CNNP

Penghua CSI All Share Utilities ETF

The favorable policies for utility ETFs combined with a broad sector rally provide medium to long-term investment appeal

The utilities ETF rose nearly 1%, influenced by the surge in demand for AI computing power, leading to an increase in electricity demand. In terms of policy, the government work report for 2026 mentioned "computing and electricity synergy" for the first time as part of new infrastructure projects. China International Capital Corporation pointed out that the escalating conflict in the Middle East has heightened global energy security anxiety, driving countries towards low-carbon development and promoting the long-term development of new energy and grid equipment. The latest price of the utilities ETF is 1.1 yuan, with strong performance from constituent stocks, and the top ten weighted stocks account for 51.92%

Utility ETFs rose nearly 1%, as explosive growth in AI computing power drives electricity demand

Many regions around the world have entered a period of tight electricity supply and demand, and the electric power ETF Invesco (159158) has benefited significantly. The CSI All Share Electric Utilities Index rose by 0.42%, with several constituent stocks hitting the daily limit, and the capital inflow situation is good, with net capital inflow reaching 609 million yuan on 3 out of the last 5 trading days. On the policy front, the coordinated development of electricity and computing power has risen to a national strategy, and it is expected that investment by the State Grid will reach 4 trillion yuan. The market's focus on energy security has intensified, and the valuation of the electric power sector is expected to improve

Many regions around the world have entered a period of tight electricity supply and demand, and the Invesco PowerShares Electric Utilities ETF is expected to benefit

Hwabao WP CSI All Share Electric Utilities ETF(159146.SZ)

Explosive! The STAR Artificial Intelligence and STAR Chip sectors have surged in a reversal, the "dark side of light" has erupted, and Hwabao Fund's Electric Utilities ETF closed at a new high! Hong Kong's internet sector is brewing a turnaround

The bottleneck of AI is electricity, the long-term logic of the green electricity ETF ChinaAMC (562550) is solid, and it has the highest electricity content in the entire market

The electric power ETF Invesco is 100% allocated to the electric power and grid industry, and the sector is expected to welcome dual opportunities for fundamental and valuation recovery

Power consumption from computing is becoming a new growth driver that cannot be ignored. The electric power ETF Invesco (159158) captures AI energy opportunities with one click

A-share Power ETF Map: Breakdown of Generation, Transmission, and Storage ETFs