By calculating and anchoring a new direction for power co-ordination, the energy transition and power investment are resonating upward; Power ETF Bosera(561700) has seen net inflows of funds for 4 consecutive days.

Recently, the China Development High-Level Forum has clearly advanced “power-to-compute coordination” and the construction of a new energy system, and policy signals have further strengthened the core hub position of the power system in the digital economy and energy transition. According to data from the National Energy Administration, in January–February 2026, total electricity consumption by the whole society increased year over year by 6.1%; the newly added generation installed capacity surged year over year by 20.87%; and grid and generation-source investments grew year over year by 79.84% and 32.35%, respectively, reflecting sustained, high-intensity spending at the infrastructure level. Meanwhile, cumulative installed capacity of new energy storage reached 144.7GW, up 85% year over year; the combined scale of pumped-storage hydropower and new energy storage exceeded 213GW, and the physical foundation for a new power system is being rapidly strengthened.

A research report from CITIC Securities says that the ongoing conflict between Iran and the U.S. continues to disrupt the global energy supply chain, highlighting the necessity of energy that is independently controllable. China’s energy consumption structure is diversified, and the overall risk of dependence on foreign sources is manageable; the transition to clean energy has achieved notable results, but further development and improvement are still needed in infrastructure and high-end manufacturing sectors. In light of the demand to ensure energy security and promote the energy transition, it is expected that electricity price policy will be gradually introduced to drive electricity prices to bottom out early and rebound, boosting investment enthusiasm in the power sector, and creating an opportunity for the power sector to see both fundamental and valuation repairs.

As of 2026-03-31 13:09, the CSI All-Share Power & Utilities Index (H30199) fell by 1.36%. In terms of constituent stocks, winners and losers were mixed: Guangxi Energy led with a rise of 4.27%, China General Nuclear Power increased by 0.43%, and State Power Investment Corp. (SPIC) Hydropower rose by 0.37%; Sichuan Energy Investment fell by 6.76%, Jineng Power fell by 4.80%, and Shenzhen Energy fell by 3.93%. The Bosera Power ETF (561700) fell by 1.60%, with the latest quote at 1.17 yuan. Looking over a longer period, as of 2026-03-30, Bosera Power ETF has risen by 1.10% over the past week.

In terms of liquidity, during intraday trading, Bosera Power ETF had a turnover rate of 1.57%, with trading volume of 5.5807 million yuan. Looking over a longer period, as of March 30, Bosera Power ETF’s average daily trading volume over the past year was 6.9171 million yuan.

From the perspective of net capital inflows, Bosera Power ETF has received continuous net inflows over the past 4 days; the highest net inflow in a single day was 8.7503 million yuan. In total, it “pulled in” 24.6897 million yuan, with average daily net inflows of 6.1724 million yuan.

Bosera Power ETF closely tracks the CSI All-Share Power & Utilities Index. To reflect the overall performance of securities of companies in different industries within the index’s sample, and to provide analysis tools for investors, the CSI All-Share Index samples are classified by CSI industry into 11 first-level industries, 35 second-level industries, more than 90 third-level industries, and more than 200 fourth-level industries, and then all securities that enter each of the first-, second-, third-, and fourth-level industries are used as the sample to compile the index, forming the CSI All-Share Industry Index.

Data show that as of 2026-02-27, the top ten weight stocks of the CSI All-Share Power & Utilities Index (H30199) were Yangtze Electric Power, China National Nuclear Power, Three Gorges Energy, China Power, Yongtai Energy, Huaneng International, State Power Investment, China General Nuclear Power, Shanghai Electric Power, and ChuanTou Energy; the combined share of the top ten weight stocks was 48.38%.

Bosera Power ETF (561700), off-exchange connection (Bosera CSI All-Share Power ETF Initiation Connection A: 017481; Bosera CSI All-Share Power ETF Initiation Connection C: 017482).

(Individual stocks mentioned in the text are for illustration only and do not constitute actual investment advice. Funds involve risk; invest with caution.)

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