"Smart Electricity Collaboration" ushers in new momentum as the power sector makes a strong rebound! The Power ETF Huatai-PineBridge (561560) fund shares exceed 2.2 billion, reaching a new historical high!

The power sector has kicked off a rally, and in today’s early trading it continues to rebound strongly. Behind it is solid and multi-dimensional support logic. On the demand side, from Token going overseas to coordinated computing and power, and then to crude oil prices staying high, power consumption demand is being fully unlocked; the power industry itself has natural barriers with heavy capital investment and a low replacement rate (HALO). With steady cash flow and deep operational barriers, it is poised to become a piece of certainty in the AI era that is difficult to disrupt.

As an efficient tool to help you deploy the power sector in one click, the Huatai-PineBridge Power ETF (561560) has attracted a cumulative inflow of RMB 1.91B since March this year, becoming the only ETF in the entire market within the power sector with net fund inflows exceeding RMB 1.9 billion. Its latest assets under management and number of shares have risen to RMB 3.13B and 2.23B shares, respectively—both hitting historical highs. Growth this year has exceeded 339% and 279%, respectively, with both scale and liquidity advantages.

The “coordinated computing and power” policy has brought the latest positive development. According to the news, on March 23, the Director of the National Data Bureau stated at the China Development Forum 2026 Annual Conference that it will work with relevant departments to vigorously推进 the coordinated computing and power engineering, ensuring that the share of green electricity applications in new compute-capacity infrastructure at hub nodes reaches 80% or more, realizing a “virtuous cycle of strengthening computing with power and promoting power with computing.”

Recently, conflicts in the Middle East have continued, and high oil prices have also reinforced the energy substitution logic for the new energy industry. Bank of China International Securities stated that against the background of relatively high uncertainty regarding how geopolitical conflicts evolve, the importance of energy structure transformation has become even more prominent. In 2026, all stages of the new energy sector—including solar PV, wind power, batteries, and energy storage—are all expected to perform well. The new energy industry may still offer relatively high allocation value. With the oil price mid-point rising and trading at high levels with fluctuations, opportunities for investing in new energy have become increasingly prominent.

At the industrial level, the aging of U.S. power equipment combined with the explosion of AI computing power has formed a rigid power shortage, while in China, energy supply is abundant and the advantages of green electricity in both quantity and price are prominent, leading to a significant improvement in the overall industry sentiment across the entire power value chain. Among them, solar PV has become a core direction for power supplementation. U.S. electric vehicle giant Tesla is currently reaching procurement agreements with China’s leading solar PV equipment companies, planning to invest about USD 2.9 billion to purchase solar PV manufacturing equipment.

It is understood that the Huatai-PineBridge Power ETF (561560) closely tracks the CSI All-Share Power Utilities Index. It has high “power purity” and broad industry coverage. The constituent stocks account for 100% of the allocation in the power and power grid industries. It spans six major sub-sectors: thermal power, hydropower, wind power, nuclear power, solar PV power generation, and power grids. It is expected to capture the new energy boom cycle opportunities, while also providing defensive characteristics to investors with the high dividend yield of traditional power leaders and stable cash flow—offering an efficient allocation tool to help investors seize opportunities for developing the power industry chain with one-click deployment.

As one of the first ETF managers in the market, Huatai-PineBridge has focused on index investing for nearly 20 years, creating products such as the market’s first dividend theme ETF and the market’s first cross-market ETF, the Huatai-PineBridge CSI 300 ETF. As of the end of 2025, over the past two years, the ETFs under the company have collectively generated more than RMB 164 billion in profits for unitholders, making the company one of only four fund companies in the entire market with cumulative profits exceeding RMB 100 billion in the same period. In terms of fees, among the company’s ETFs, 77.8% of the asset size adopts the lowest tier fee structure currently available for equity index fund products in the market (management fee rate: 0.15%/year + custody fee rate: 0.05%/year).

The MACD golden cross signal has formed—these stocks are showing strong momentum! !

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责任编辑：石秀珍 SF183