Power "Resilient Energy" Strategic Attributes Stand Out! Long-term Allocation Value of Power ETF Huatai-Berger (561560) Draws Attention

On March 17, 2026, the National Energy Administration released data on electricity consumption for January and February. The data shows that total social electricity consumption for the first two months was 1,654.6 billion kWh, a year-on-year increase of 6.1%. Electricity used by the secondary industry reached 1,027.9 billion kWh, up 6.3% year-on-year, with industrial electricity consumption increasing by 6.4%, and high-tech and equipment manufacturing electricity consumption rising by 10.6%, demonstrating the resilience of the entire society’s rigid electricity demand.

Combined with the strengthening logic of token going overseas and computing power collaboration, investment enthusiasm in the power sector remains high. As a popular product in this field, Huatai-PineBridge Power ETF (561560) has attracted 1.835 billion yuan since March 2026, becoming the only power ETF in the market with a net capital inflow exceeding 1.8 billion yuan; its latest scale and shares are 2.998 billion yuan and 2.169 billion units, respectively, with growth of over 320% and 269% this year, offering both scale and liquidity advantages.

Specifically, from the perspective of energy security, the Russia-Ukraine conflict and recent tensions between the US and Iran have exposed the fragility of traditional energy supply chains, significantly elevating the strategic importance of power as a “resilient energy.” China’s approach is clear: in the short term, ensure supply through “flexible coal power transformation + energy storage,” and in the long term, achieve autonomous substitution through “large-scale wind and solar bases + ultra-high voltage transmission.”

In the long run, explosive growth in computing power is reshaping electricity demand structure. According to the China Academy of Information and Communications Technology, by 2030, China’s data centers will consume 400 billion kWh of electricity, accounting for over 6% of total social electricity consumption, up from less than 2% today. The high elasticity and reliability of computing power supply demand are expected to drive the power industry from “basic guarantee” to “digital infrastructure enabler.”

Meanwhile, power assets are entering a revaluation opportunity with HALO. Heavy assets such as power grids, ultra-high voltage transmission networks, and large energy storage facilities have high barriers to entry, long lifespans, and are difficult to be disrupted by technology. In the AI era, lightweight asset models face increased risks of technological disruption, and the strategic value of physical assets like power infrastructure is being systematically reassessed.

It is reported that Huatai-PineBridge Power ETF (561560) closely tracks the CSI All Share Power Utilities Index, with high purity and broad industry coverage. The constituent stocks are 100% from the power and power grid sectors, including core state-owned enterprises such as China Yangtze Power, China Nuclear Power, Three Gorges Energy, State Power Investment Corporation, and Yongtai Energy, spanning six major segments: thermal, hydro, wind, nuclear, photovoltaic, and power grid, providing investors with an efficient tool for one-click deployment of opportunities across the power industry chain.

As one of the earliest ETF managers in the market, Huatai-PineBridge has been deeply involved in index investment for nearly 20 years, creating the market’s first dividend-themed ETF and the first cross-market ETF, such as the CSI 300 ETF. By the end of 2025, the ETFs managed by the company had generated over 164 billion yuan in profits for holders in the past two years, making it one of only four fund companies in the market with cumulative profits exceeding 100 billion yuan during the same period. Regarding fees, 77.8% of the company’s ETF assets adopt the lowest fee structure in the market for equity index funds (management fee of 0.15% per year + custody fee of 0.05% per year).

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