Mei Ri Jing Ji Xin Wen·2026-02-27 07:37Group 1 - The A-share market experienced a collective pullback on February 27, with the electric power sector showing strong performance, particularly the green electricity ETF (562550) which rose by 2.26% [1] - Key stocks such as GCL-Poly Energy, Ganeng Co., and others reached their daily limit up, indicating robust investor interest in the sector [1] - The International Energy Agency (IEA) forecasts that global data center electricity consumption will grow from 416 TWh in 2024 to 946 TWh by 2030, with a compound annual growth rate of 15% [1] Group 2 - AI data centers (AIDC) are expected to account for 80% of the new IT power consumption in data centers from 2024 to 2028, highlighting the significant impact of AI on energy demand [1] - According to Founder Securities, the AI boom is driving a surge in data center electricity usage, coupled with aging power equipment and supply shortages in the U.S., creating opportunities for domestic power equipment exports [1] - The electric grid is undergoing a new wave of upgrades due to the concentrated electricity demand from large-scale data centers, with the electric grid equipment ETF (159326) being the only one tracking the China Securities Electric Grid Equipment Index [1] Group 3 - National-level computing centers are required to achieve over 80% green electricity usage, positioning green electricity as a core support for overcoming energy bottlenecks in the AI industry [2] - The green electricity ETF (562550) is the largest in its index, tracking the China Securities Green Power Index, which includes clean energy companies as well as transitional energy sources like coal and nuclear power [2]