The Middle East situation escalates again, the green energy concept shows signs of recovery, and the new Zhonggang hits three consecutive limit-ups.

How did the escalation of Middle East tensions unexpectedly benefit the green energy sector?

April 2nd, the green energy concept rebounded, with Xinzhonggang hitting three consecutive limit-ups, Leshan Electric Power and Zhongli Group reaching the daily limit, and stocks like Zeyu Intelligent, Huatong Shares, and Mingxing Electric Power rising along.

According to reports from CCTV News, on April 1st local time, U.S. President Trump stated that the U.S. no longer needs the Strait of Hormuz, and currently does not need it either. Trump also said that in the coming weeks, the U.S. will carry out stronger military strikes against Iran. Trump stated, “If an agreement cannot be reached, the U.S. will launch fierce attacks on all Iranian power plants.”

Following this news, international oil prices, which had previously fallen nearly 2%, surged sharply, with Brent crude rising over 4% at one point, and U.S. crude up more than 3%. Huatai Securities pointed out that the blockade of the Strait of Hormuz reinforces expectations that fossil fuel prices are prone to rise and difficult to fall, and that green energy sectors such as water, nuclear, wind, solar, and biomass are expected to benefit fully.

It is worth noting that, besides short-term geopolitical catalysts, the long-term valuation of the green energy industry is increasingly supported by strong domestic policies. Among them, “computing and electricity collaboration” has become a key turning point.

The National Bureau of Statistics previously proposed accelerating the construction of computing and electricity collaboration projects, clarifying that new hub computing power facilities should use no less than 80% green electricity, significantly boosting demand for clean energy sources like wind and solar power. State Power Investment Corporation plans to invest 200 billion yuan this year, a 17% year-on-year increase, further accelerating the development of new power systems.

Guosheng Securities believes that computing and electricity collaboration has been clearly incorporated into the new infrastructure category, highlighting the flexibility of “price-for-volume / green-for-volume” on the power generation side, with urgent upgrades needed for the power grid. It recommends paying attention to related targets and high-quality wind and solar assets.

Tianfeng Securities states that more than ten provinces have already issued policies related to direct green electricity connection. According to data from the National Energy Administration at the end of February 2026, 84 green electricity direct connection projects have been approved nationwide, with a total new energy installed capacity of 32.59 million kilowatts. They believe that the direct connection mode of green electricity may alleviate difficulties in renewable energy absorption and the environmental value realization of green electricity, injecting new momentum into the development of renewable energy operators.

(Disclaimer: The content of this article is for reference only and does not constitute investment advice. Investors operate at their own risk.)