GF CSI All Share Power Public Service ETF

China's Total Social Electricity Consumption Grows 6% in April

A-Share Power Sector Surges Against Trend: Extreme Weather and AI Computing Drive Opportunities

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

Four Departments Issue Scheme to Promote Bidirectional Empowerment of AI and Energy

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)

159611

On May 19th, the A-share power sector performed strongly, with the GF CSI All Share Power Public Service ETF rising over 3%. It is expected that the national power load this summer will reach 1.575 billion to 1.6 billion kilowatts, an increase of 70 million to 90 million kilowatts compared to last year, facing unprecedented supply guarantee pressure. The expansion of AI computing power in the United States will lead to a power gap of 55GW, with data center electricity consumption expected to reach 390 billion to 820 billion kilowatt-hours by 2030. With policy support, investment in the power grid continues to grow

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Morgan Stanley

GF SECURITIES

GF SEC

CYPC

CNNP

CTGR

GDPD

WTECL

CGN Power

CGN POWER

SDIC Power

HUANENG POWER

SCTE

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

Huaneng Power International, Inc. Sponsored ADR Class N

The United States currently has a 55GW power gap, with electricity loads surging in multiple regions in May! The largest power ETF in the entire market, GF (159611), rose over 3%, attracting 340 million in funds in the past 20 days

POWR

Northland Power Inc. reported its Q1 2026 financial results, showing an 18% increase in Adjusted EBITDA and a 17% rise in Free Cash Flow per share compared to Q1 2025, driven by higher wind production. Key projects include the Hai Long and Baltic Power offshore wind projects, both on track for commercial operations in 2026 and 2027, respectively. Revenue rose to $775 million, with net income increasing to $161 million. The company also appointed Bahir Manios to its Board of Directors and streamlined its growth pipeline by discontinuing certain projects.

GlobeNewswire

ISHRS S&P Glb Utilities

iShares S&P Global Infra

VG Utilities

iShares U.S. Power Infrastructure ETF

Select Sect Spdr Util

Northland Power Reports First Quarter 2026 Results

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562550

561700

CHINA RES POWERreported a 10.9% year-on-year increase in electricity sales for its subsidiary power plants in April, totaling 20.3357 million megawatt hours. Wind farm sales decreased by 2.6% to 5.0287 million megawatt hours due to lower wind speeds, while photovoltaic sales surged by 46.7% to 1.5792 million megawatt hours. For the first four months of 2026, cumulative sales reached 80.9731 million megawatt hours, up 14.9% YoY, with wind farm sales down 2.1% and photovoltaic sales up 45.3%.

AASTOCKS News

CHINA RES POWER

ChinaAMC Green Electricity ETF

Bosera CSI All Share Electric Utilities ETF

CHINA RES POWER  Apr Subsidiary Power Plant Electricity Sales +10.9% YoY

588830

GRID

Driivz has partnered with Duracell E-Charge to support the rollout of an ultra-fast EV charging network in the UK. The software platform will streamline operations for charge point operators, offering features like real-time monitoring, billing, and remote diagnostics. The network aims to establish over 100 locations and 500 charge points by 2030, with investments exceeding £200 million. Driivz's platform will enhance charger availability and support revenue through roaming partnerships, while also providing a white-label app for drivers to manage their charging experience.

electrive

Penghua SSE STAR New Energy ETF

Fisr Trust Nasdaq Clean Edge Smart Grid Infra

Driivz to support rollout of Duracell E-Charge network in the UK

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600027

Citic Securities analyst maintained a Buy rating on Huadian Power International on May 14 and set a price target of HK$5.30. The company’s shares closed last Thursday at HK$4.54.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks The word on The Street in general, suggests a Hold analyst consensus rating for Huadian Power International with a HK$4.39 average price target.

Tip Ranks

HUADIAN POWER

HDPI

CITIC Securities Co., Ltd.

FAWER

CITIC SEC

Citic Securities Remains a Buy on Huadian Power International (HPIFF)

Kepler Capital analyst Jose Porta has reaffirmed a Buy rating for EDP Energias de Portugal, setting a price target of €5.10, while the shares closed at €4.40. Porta, a 5-star analyst, has an average return of 7.9% and a success rate of 59.45%. The analyst consensus for EDP is Moderate Buy, with a price target of €5.00, indicating a potential upside of 13.64%. RBC Capital also maintains a Buy rating with a target of €5.50.

Kepler Capital  Sticks to Its Buy Rating for EDP Energias de Portugal (0OF7)

On May 12, 2026, BLUETTI launched its Balco Series, including Balco 260, Balco 500, and Balco Transfer Hub, at the Eiffel Tower in Paris. This new balcony solar solution features a plug-and-play installation, AI-driven energy management, and the ability to connect multiple units wirelessly. The Balco series aims to optimize energy use, reduce grid reliance, and support high self-consumption demands, providing up to 11 kW output and 15 kWh capacity for home backup power. BLUETTI continues to innovate in clean energy solutions, serving over 3.5 million users globally.

prnewswire

02:00 ETBLUETTI Launches Smart Integrated Balcony Solar Solutions in Paris

ICLN

Solar energy producers have called for a halt to new renewable projects, as battery storage lags behind a growing oversupply. View on euronews

Invesco Solar ETF

iShares S&P Global Clean Energy

Greece has cheap green energy in abundance. So why are electricity bills still so high?

QCLN

The rapid deployment of cost-competitive, utility-scale battery energy storage systems (BESS) is transforming the energy landscape in the western U.S. These new projects are set to fundamentally change the grid, moving beyond the support of ancillary services provided by smaller BESS. This Insight explores the ongoing expansion of battery storage projects and their immediate impacts in the region.

Fact Set

First Trust Nasdaq Clean Edg Liquid Series

Ps Gbl Clean Engy

WisdomTree Battery Value Chain and Innovation Fund - ETF

Amplify Lithium & Battery Tech ETF

iShares Energy Storage & Materials ETF

Global X Lithium & Battery Tech

Batteries Charging Forward across Western U.S.

Romanian power supplier PPC Energie has launched Romania's first zero-cost electricity scheme, offering free electricity during specific hours to households with smart meters. The pilot project, available to the first 5,000 eligible consumers, runs from June to September and allows customers to benefit from approximately 70 hours of free electricity each month. The initiative aims to promote solar energy consumption and digital energy infrastructure. Customers can reduce their bills by using appliances during these zero-cost hours, although taxes and tariffs will still apply. PPC Energie plans to evaluate the program's success after September.

Blank Green ENERGY NEWS

PPC Energie rolls out Romania’s first zero-cost electricity scheme

GF CSI All Share Power Public Service ETF(159611.SZ)

The United States currently has a 55GW power gap, with electricity loads surging in multiple regions in May! The largest power ETF in the entire market, GF (159611), rose over 3%, attracting 340 million in funds in the past 20 days

Northland Power Reports First Quarter 2026 Results

CHINA RES POWER Apr Subsidiary Power Plant Electricity Sales +10.9% YoY

Driivz to support rollout of Duracell E-Charge network in the UK

Citic Securities Remains a Buy on Huadian Power International (HPIFF)