KraneShares MSCI China Clean Tech Ind ETF

GDS Releases Q1 Report: 3-Year Integrated Development Cost per kW Dropped by Approx. 15%

GDS Releases Q1 Report: AI Driven Recovery, Plans 30-50 Billion RMB Investment for Expansion

GDS Holdings Reports Q1 2026 Results: Net Profit Surges 247% to 2.65 Billion RMB, Maintains Full-Year Guidance

Digital China confirms 2026 full-year financial guidance remains unchanged

CITIC Securities Asset Management Reduces CGN Power Stake by 4.23M Shares on May 19, Raising Approx. HKD 14.44M

GDS Q1 2026: Net Profit Surges 247% to 2.65B RMB, Plans Financing for AI Infrastructure Growth

NIO Sets 2035 Carbon Reduction Target, Links Executive Pay to ESG Performance

Contemporary Cloud Energy Successfully Commissioning 1.725MW Storage Project in Belgium

NIO Sticks to High Prices to Protect Margins, Li Auto Shares Plummet After Price Cut as EV Price War Continues

NIO to Stream ES9 Suspension Tech on May 21 Ahead of May 27 Launch

BYD's Fangchengbao Breaks 400,000 Sales Milestone, with T7 SUV Making Significant Contribution

BYD Ranks Fifth on the 2026 Kantar BrandZ Top 10 Most Valuable Global Automotive Brands List

NDRC and NEA Promote Multi-User Green Power Direct Connection, Set Self-Consumption Ratio Target of Not Less Than 35% by 2030

XPeng He Xiaopeng Announces XPeng GX Official Launch Tonight at 7:30 PM

BYD Announces Its Advanced Driver-Assistance System (ADAS) Equipped Vehicle Parc Has Exceeded 2.99 Million Units

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

Kingsoft Cloud to Release FY2026 Q1 Earnings on May 28 During-Market (BJT), Forecast Revenue HKD 2.948 B, EPS HKD -0.0474

BYD's third-generation Yuan PLUS will be launched on May 21

Over 10 car companies, including BYD, have raised prices on some models

BYD applies for a vehicle seat patent to enhance the layout flexibility of smart cabins

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KGRN

Muyi Yang, Senior Energy Analyst at Ember Energy, highlights that the Iran War has limited energy transition efforts, prompting countries to increase clean tech imports from China to mitigate fossil fuel volatility. He discusses the contrasts between reliance on Gulf oil and dependence on Chinese clean tech.

Iran war proves energy transition efforts have been limited, and China has leverage: Analyst

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China has utilized an industrial policy involving subsidies and import restrictions, establishing itself as a major player in the wind turbine market, nearly matching its dominance in the solar panel sector. This strategy has enabled China to significantly increase its presence in the wind turbine industry, indicating a strong and growing market share in this sector as well.

Unusual Whales

Tianhong ChiNext New Energy ETF

China Southern CSI New Energy ETF

ChinaAMC Green Electricity ETF

GX CN CLN EN

China's wind power industry gains momentum as country heavily invests in wind turbines amid rising oil prices.

On April 27, the National Energy Administration (NEA) of China announced plans to enhance the market trading mechanism for green certificates. This includes refining the price formation mechanism, developing a price index, and expanding the consumption scale of green certificates. The NEA aims to establish a minimum consumption target for renewable energy and promote initiatives like 'green cars charging with green electricity' to foster a proactive green consumption environment.

CoinLive

China to Enhance Green Certificate Market Mechanism

The article discusses the impact of Donald Trump's policies on the oil market, highlighting a surge in super-sized tankers heading to the US to load crude oil. This influx is set against a backdrop of a significant global supply crisis, positioning US oil drillers and refineries to benefit from the situation. The piece emphasizes the strategic shift in energy dynamics, with US oil and Chinese solar energy emerging as key winners amid geopolitical tensions in the Middle East.

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Occidental Petroleum

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United States Oil Fund LP

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VanEck Oil Refiners ETF

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SPDR O&G Ex & Prd

The great energy pivot: US oil and Chinese solar are the winners in Trump’s war on Iran

ICLN

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The energy crisis stemming from the Iran war is pushing countries to accelerate their transition to clean energy, as they seek to reduce dependence on volatile fossil fuel markets. However, this shift increases reliance on China, which dominates the clean technology supply chain, producing 80% of solar panels and controlling critical minerals essential for energy transition. Nations like the Philippines are rapidly advancing renewable projects, despite concerns over cybersecurity and geopolitical tensions. Countries are engaging with China to secure access to clean technologies, highlighting a complex strategic landscape.

Invezz

Invesco Solar ETF

iShares S&P Global Clean Energy

Penghua SSE STAR New Energy ETF

How the energy crisis from Iran war is boosting China’s edge in global clean tech

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Liaoning Province's new energy installed capacity has reached 42.06 million kilowatts, surpassing thermal power capacity and becoming the largest power source type. This shift marks a substantive transition in Liaoning's energy structure from 'thermal-dominated with green as supplementary' to 'green-dominated with thermal as supplementary'

Wallstreetcn

Huaan CSI Interior New Energy ETF

Green Power Leads the Province: Liaoning's New Energy Installed Capacity Surpasses Thermal Power to Become the Largest Power Source Type

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Nobel Prize-winning economist Paul Krugman stated that the US-Iran conflict is reshaping the global energy market, and China will become the biggest winner in the field of new energy. He pointed out that China dominates the production and use of renewable energy equipment, and it is expected that China's renewable energy growth rate will exceed the global total in the future. Krugman believes that US military actions will drive global investment in renewable energy, and China's strong capabilities in electrical technology will give it a competitive advantage in the global market

Stheadline

China Merchants CSI New Energy Vehicles ETF

China Universal CSI New Energy Vehicle Industry ETF

Hua Xia CSI New Energy Vehicles ETF

Nobel Prize winner Krugman stated that under the US-Iran conflict, China will become the big winner in the new energy sector

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On April 14th, the General Administration of Customs announced that China's exports in the first quarter reached 6.85 trillion yuan, a year-on-year increase of 11.9%. Among them, exports of green products such as electric vehicles, lithium batteries, and wind turbines saw significant growth, making the new energy industry the core engine of export growth. China holds a dominant position in global electric vehicle and battery production, driving the global transition to renewable energy. As the global energy supply chain crisis intensifies, countries are increasing their investments in renewable energy, and China provides a mature template in the fields of electrification and new energy

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E Fund CSI Auto Components Thematic ETF

Ping An CSI Auto Components Thematic ETF

Global X Lithium & Battery Tech

Fisr Trust Nasdaq Clean Edge Smart Grid Infra

ChinaAMC CSI Grid Equipment Thematic ETF

E Fund CSI Green Power ETF

Bosera CSI All Share Electric Utilities ETF

ChinaAMC CSI Auto Components Thematic ETF

HFT CSI Auto Components Thematic ETF

GF CSI All Share Power Public Service ETF

First Trust Global Wind Energy

Guotai CSI 800 Automobile and Parts ETF

21 Editorial | The Global Energy Crisis Highlights the Advantages of China's New Energy Industry

MCHI

DRAG

China's electricity market has entered a deep-water zone, and it will not simply replicate the American model in the future. The high proportion of new energy and the super-large electricity consumption scale require China to establish new market capabilities that balance liquidity, risk management, and system security. By 2025, the electricity market transaction volume is expected to reach 6.6394 trillion kilowatt-hours, with green electricity trading volume increasing by 38.3% year-on-year. The policy direction is clear, and future efforts will focus on addressing issues such as price fluctuations, system balance, and resource adjustment

iShares MSCI China

Roundhill China Dragons ETF

The Chinese electricity market does not need a replica of the American model

KraneShares MSCI China Clean Tech Ind ETF(KGRN.US)