Mei Ri Jing Ji Xin Wen·2026-02-27 07:08Core Viewpoint - The A-share market experienced slight adjustments on February 27, with the power sector showing strong performance, particularly in green energy ETFs, amid a significant increase in electricity consumption by global data centers driven by AI computing power [1]. Group 1: Market Performance - The three major A-share indices saw minor adjustments, while the electric power sector rose against the trend [1]. - Green Energy ETF (562550) increased by 2.7%, and Public Utility ETF (159301) rose by 2.46% [1]. - Key stocks in the green energy ETF, including GCL-Poly Energy, Ganeng Co., Henan Energy, Huayin Electric Power, and Jinkai New Energy, reached their daily limit [1]. Group 2: Industry Trends - The global electricity consumption by data centers is projected to surge, with the IEA forecasting it to reach approximately 945 TWh by 2030, more than doubling from 415 TWh in 2024, reflecting a compound annual growth rate of about 15% from 2024 to 2030 [1]. - The "Special Action Plan for the Green and Low-Carbon Development of Data Centers" mandates that by the end of 2025, over 80% of the electricity used in newly built national hub data centers must come from green energy [1]. - The policy document from the Central Committee emphasizes carbon reduction targets and the development of a new energy system, indicating that companies in energy storage, wind power, and grid sectors are likely to benefit continuously from these directives [1].