Green Electricity Direct Connection Model Accelerating from Pilot to Large-Scale Application, Harvest Green Power ETF Attracting Capital Attention

On March 17, 2026, during trading hours, the electric power sector performed actively. As of 13:01, the China Securities Green Power Index rose by 0.38%. The constituent stocks Xineng Technology, Jiangsu New Energy, and Energy-saving Wind Power all hit the 10-cent limit-up; Lixin New Energy increased by 5.46%, and Green Power Electric rose by 5.43%.

Recently, new energy storage installations have experienced explosive growth. Yingda Securities pointed out that from January to February 2026, domestic new energy storage added a capacity of 9.51 GW, a year-on-year increase of 182.07%. The capacity reached 24.18 GWh, a year-on-year increase of 472.06%, reflecting that the supporting regulation capabilities for green electricity are accelerating to build, providing key support for high-proportion renewable energy integration. Meanwhile, by the end of December 2025, the total installed capacity of new energy storage nationwide reached 144.7 GW, an increase of 85% year-on-year. The construction of flexible system resources has entered a large-scale implementation stage.

The direct connection mode of green electricity is accelerating from pilot projects to large-scale application. Guotai Haitong Securities noted that currently, 84 green electricity direct connection projects have been approved nationwide, with a total new energy installed capacity of 32.59 million kilowatts. Regions like Liaoning and Sichuan have successively issued implementation rules, clearly stipulating that the self-use electricity ratio of new energy should not be less than 60%, and the green electricity consumption ratio should not be less than 30%. This marks a substantial evolution from “grid trading” to “source-load direct connection,” with electricity pricing mechanisms and profit models becoming more stable.

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

The Green Power ETF Jiashi (159625) closely tracks the China Securities Green Power Index and 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).