Global Green Energy Transition Accelerates, Jiashih Green Power ETF Poised to Benefit

As of March 23, 2026, 10:05 AM, the China Securities Green Power Index increased by 0.05%. The constituent stocks included LianNeng New Energy’s 10cm limit-up, China Nuclear Power rose by 3.05%, Southern Power Grid Energy Storage increased by 2.70%, Energy-saving Wind Power gained 2.47%, and China General Nuclear Power rose by 2.19%.

Data shows that over the past month, the market value of the A-shares green power sector has generally increased. Market analysts believe that China’s green power industry is gradually entering a mature development stage. In the future, the integration of green power with computing power, energy storage, and industrial consumption will deepen further. The industry will shift from solely competing in installed capacity to focusing more on consumption utilization, business model innovation, and supply chain collaboration.

On the news front, Tesla plans to purchase production equipment worth approximately $2.9 billion from multiple Chinese photovoltaic equipment companies to build solar panel and battery manufacturing capacity in the United States, aiming to achieve an annual capacity of 100GW by the end of 2028. Huafu Securities believes this is the largest overseas intent order received by Chinese photovoltaic equipment companies to date, confirming China’s leading global technology advantage in photovoltaic equipment. It also marks an irreversible trend of deep participation of Chinese supply chains in the wave of U.S. domestic photovoltaic manufacturing; this order is expected to drive a dual recovery in equipment export chain valuation and prosperity, accelerating the global green energy transition.

Data shows that as of February 27, 2026, the top ten weights of the China Securities Green Power Index are China Nuclear Power, Three Gorges Energy, China Yangtze Power, State Investment Power, China General Nuclear Power, Sichuan Investment Energy, Shanghai Electric Power, E-Town Green Energy, Huaneng Hydropower, and Huaneng International, collectively accounting for 50.86% of the total weight.

The Harvest Green Power ETF (159625), closely tracking the China Securities Green Power Index, is a convenient tool for assessing the overall performance of listed companies related to green power.

Off-market investors can seize investment opportunities through the corresponding Green Power ETF Connect Fund (017057).