New energy power generation surges year-over-year, green power ETF Guotai (159669) surges 3.2% in afternoon trading

Renewable energy generation increases significantly year-over-year. On March 25, the Green Power ETF Guotai (159669) surged by 3.2% in the afternoon.

CITIC Securities pointed out that from January to February 2026, the total electricity consumption across society reached 16,546 billion kWh, a year-over-year increase of 6.1%. Among them, electricity consumption in high-tech and equipment manufacturing industries grew by 10.6% year-over-year, while charging and swapping services and internet data services increased by 55.1% and 46.2%, respectively. In terms of power generation, industrial power generation above designated size increased by 4.1% year-over-year, with thermal, hydro, and wind power generation up by 3.2%, 6.8%, and 9.6%, respectively. Driven by the substantial growth in new energy installed capacity in 2025, renewable energy power generation saw a high YoY increase. In upstream production, raw coal output in industrial enterprises above designated size decreased by 0.3% YoY in January-February. Coal inventory at Qin港 increased by 8.79% month-over-month. Spot prices for thermal coal decreased by 1.36% MoM.

The Green Power ETF Guotai (159669) tracks the Green Power Index (399438), which selects listed companies involved in clean energy power generation such as hydropower, wind power, photovoltaic, and nuclear power from the Shanghai and Shenzhen markets as index samples. The index aims to reflect the overall performance of listed companies in the clean energy power generation sector. The constituent stocks mainly consist of high-barrier clean energy companies, emphasizing their low-carbon attributes and growth potential under policy guidance, while also maintaining stable operations.

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