ChinaAMC CSI All Share Utilities ETF

CGN Power Q1 2026 Revenue and Profit Dip as Fuel Replacement and Major Overhaul Weigh on Earnings

JPMorgan Updates Mainland Renewable Energy Stock Model: Prefers Goldwind & Sungrow, Downgrades Longi Green Energy

Huadian Power International Submits Application for Huadian Coal Power REIT and Receives Acceptance

CGN Commences Construction of Fourth Hualong One Unit at Guangdong Taipingling Project, Shares Rise

Shanghai Ruijing Asset Management Reduced its Holding in Huadian Power International

China General Nuclear Power HuiZhou Second Nuclear Power Starts Construction of Unit 4

Huanneng Mengdong New Energy Meets with Wengniute Banner Government to Advance 500 MW Photovoltaic Project

Completion of First Fuel Loading for Unit 2 of Taipingling Nuclear Power Plant

CICC Publishes Guangdong Nuclear Power's Earnings Report and Maintains 'Outperform Industry' Rating

Citi Maintains Sell Rating on Huaneng Power International

China National Nuclear Corp's Zhejiang San'ao Nuclear Power Project Unit 1 Put Into Commercial Operation

China National Nuclear Corporation's Cangnan Nuclear Power Unit 1 Ready for Commercial Operation

HSBC Raises China Guangdong Nuclear Power Target Price to HKD 4.2

CNNP released FY2025 Q4 earnings on April 29 Pre-Market (BJT), actual revenue CNY 20.44 B (forecast CNY 20.91 B), actual EPS CNY 0.0636 (forecast CNY 0.0563)

CNNP released FY2025 earnings on April 29 Pre-Market (BJT), actual revenue CNY 82.08 B (forecast CNY 82.58 B), actual EPS CNY 0.453 (forecast CNY 0.4649)

SDIC Power released FY2025 Q4 earnings on April 29 After-Market (BJT), actual revenue CNY 12.44 B (forecast CNY 15.5 B), actual EPS CNY 0.1064 (forecast CNY 0.2029)

SDIC Power released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 12.51 B, actual EPS CNY 0.2603

SDIC Power released FY2025 earnings on April 29 After-Market (BJT), actual revenue CNY 53.01 B (forecast CNY 53.63 B), actual EPS CNY 0.9166 (forecast CNY 0.9115)

CNNP released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 18.92 B (forecast CNY 20.63 B), actual EPS CNY 0.1 (forecast CNY 0.1329)

CYPC released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue CNY 18.11 B (forecast CNY 16.02 B), actual EPS CNY 0.2763 (forecast CNY 0.22)

159301

562550

560620

159611

全指公用

601985

560190

159146

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

腾讯新闻 - 财经

ChinaAMC Green Electricity ETF

Wanjia CSI All Share Utilities ETF

GF CSI All Share Power Public Service ETF

CNNP

Penghua CSI All Share Utilities ETF

Hwabao WP CSI All Share Electric Utilities ETF

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

561700

003816

Liaoning Province has clarified the market-oriented trading mechanism for nuclear power, implementing price difference settlement starting from January 1, 2026, with the mechanism electricity price for the Hongyanhe unit set at 0.3798 yuan/kWh. This move signifies an enhanced role for nuclear power as a baseload energy source and an expansion of the scale of market-oriented trading. Huatai Securities pointed out that the implementation of the nuclear power pilot may bring a policy turning point, potentially alleviating the profit pressure on clean energy. The utilities ETF rose by 0.37%, and the CSI All Share Utilities Index increased by 0.53%

Bosera CSI All Share Electric Utilities ETF

CGN Power

Utilities ETF rises, Liaoning nuclear power mechanism electricity price implemented

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

515220

159566

The National Development and Reform Commission and the National Energy Administration jointly issued a notice proposing to improve the capacity pricing mechanism for coal power, gas power, pumped storage, and new energy storage. The notice requires localities to raise the coal power capacity pricing standards based on actual conditions and may refer to coal power to establish a gas power capacity pricing mechanism; for newly constructed pumped storage power stations, a unified capacity pricing standard should be formulated; at the same time, a new energy storage capacity pricing mechanism on the grid side should be established, determining pricing standards based on factors such as discharge duration and peak contribution

Wallstreetcn

Guotai CSI Coal ETF

E Fund CNI New Energy Battery ETF

Two departments: Classification and improvement of the electricity price mechanism for coal power, gas power, pumped storage, and new energy storage capacity

ChinaAMC CSI All Share Utilities ETF(159301.SZ)

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

Utilities ETF rises, Liaoning nuclear power mechanism electricity price implemented

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

Two departments: Classification and improvement of the electricity price mechanism for coal power, gas power, pumped storage, and new energy storage capacity