Energy security as the main theme, with the strategic importance and allocation value of new energy highlighted

On March 25, the new energy sector performed strongly, catalyzed by energy security issues arising from the U.S.-Iran conflict. Related stocks in the sector collectively surged, as of 1:40 PM on March 25, Yue Power A (000539.SZ), China Longyuan Power Group (601016.SH), Gansu Energy (000791.SZ), Baofeng New Energy (000690.SZ), and Jin Control Power (000767.SZ) saw multiple stocks hit the daily limit up, while Green Power ETF E Fund (562960), Grid Equipment ETF E Fund (560390), and Energy Storage Battery ETF E Fund (159566) also strengthened simultaneously, highlighting a willingness to invest, with the core driving force being the global strategic upgrade of energy security leading to a revaluation of the new energy industry chain.

With multiple catalysts at the industrial level, the sector’s prosperity continues to be realized. The direction of the U.S.-Iran conflict remains unclear, and under geopolitical disturbances, the vulnerabilities of the traditional energy supply chain have been fully exposed, with countries placing unprecedented emphasis on energy independence; energy security has become a core global issue. The essence of energy security lies in supply autonomy, systemic resilience, and structural diversification. Against the backdrop of countries with high dependence on fossil energy accelerating their transitions, the value logic of the new energy industry chain is shifting from “cost priority” to “security priority,” ushering in a strategic revaluation. Each link from power generation, transmission to storage carries the significance and value of ensuring energy independence.

Currently, the strategic value of the new energy sector is prominent, and allocation value continues to rise. Seizing opportunities in the energy security mainline, attention can be paid to three new energy-related ETFs under E Fund: Green Power ETF E Fund (562960) focuses on leading power generation companies and precisely targets core areas of green power generation; Grid Equipment ETF E Fund (560390) benefits from the global electricity shortage, capitalizing on the Chinese grid’s overseas advantages, with notable flexibility; Energy Storage Battery ETF E Fund (159566) is the largest scale energy storage ETF in the market and, with a significant increase in global energy storage orders, is expected to fully enjoy industry growth dividends, providing investors with a convenient allocation channel.