Green energy concept becomes active again, Huadian Liaoning Energy hits 7 consecutive limit-ups, Zhongli Group sees 3 consecutive days of limit-ups

Green energy concept re-strengthened during trading on the 24th. As of the latest report, Dissen Shares rose over 12%, Huadian Liaoning Energy hit 7 consecutive limit-ups, Zhongli Group continued to rise for three trading days, and Beijing Kere and Liaoning Energy also hit the daily limit-ups.

On the news front, Liu Liehong, Director of the National Data Bureau, stated at the China Development High-Level Forum 2026 Annual Meeting on March 23 that driven by technological innovation and commercial applications, the artificial intelligence (AI) industry continues to grow. It is expected that by the end of the 14th Five-Year Plan, China’s AI-related industry will surpass 10 trillion yuan, opening up broader growth prospects. The next step will involve working with relevant departments to vigorously promote the computing power and electricity coordination project, ensuring that more than 80% of new computing facilities at key nodes use green electricity, maximizing the supporting role of green power.

Huafu Securities pointed out that the State Grid is encouraging pre-construction and early deployment of power infrastructure, including early layout of ultra-high-voltage transmission channels, reserving substation capacity, and planning green energy supporting construction plans, to ensure quick adaptation to increased computing power demand. Based on the widespread deployment of sensors and intelligent devices, digital hardware and software—especially AI’s powerful computing capabilities—can optimize power system operation, enabling the grid to better predict new energy generation, urban, and regional electricity consumption, truly enhancing the grid’s perception of generation, consumption, supply, and demand. It also improves the accuracy of energy storage market transactions and the success rate of virtual power plant aggregation. From an investment perspective, the end of AI is electricity, with the market mainly focusing on gas turbines, photovoltaic storage, and power grids; while the end of electricity is AI, mainly focusing on emerging technologies like digital and virtual power plants, combined with market-based green electricity trading to achieve a closed-loop wind, solar, storage, and grid model.