Investors seeking targeted exposure to China’s utilities sector must now look beyond a once-popular exchange-traded fund. The Global X MSCI China Utilities ETF (CHIU) was delisted in February 2024. While this specific investment vehicle is no longer available, the sector it tracked is in the midst of a government-directed transformation of unprecedented scale, driven by massive infrastructure spending and a rapid shift toward renewable energy.
Renewable Energy Expansion Hits Record Pace
The momentum behind China’s transition to green power is striking. In 2025, new solar and wind capacity installations surpassed 430 million kilowatts, setting a new record and representing a 22 percent increase from the previous year. Analysts expect this acceleration to continue in the near term.
Key milestones defining this energy transition include:
* Solar Capacity: Projected to overtake coal capacity for the first time during 2026.
* Generation Mix: Wind and solar power could account for approximately half of China’s total installed power generation capacity by the end of 2026.
* Grid Expansion: Plans are in place to construct 15 additional ultra-high voltage transmission lines within the next five years.
* Storage Technology: A primary focus for the National Energy Administration (NEA) in 2026 will be scaling up new energy storage systems to stabilize the power grid.
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Billions Directed Toward Grid Modernization
Underpinning the renewable boom is a concerted push to modernize the national electricity grid. The NEA is advancing this modernization at a rapid clip. Investments in grid infrastructure increased by five percent last year, reaching approximately $92 billion. Officials project these expenditures will grow steadily through 2030. The strategic goals are to insulate the system from global price volatility and to bolster national energy security.
Market performance reflects confidence in this approach. The CSI 300 Energy Index has been on an upward trajectory since late February, as investors recognize Beijing’s efforts to secure domestic demand through a more robust and modern energy network.
With the CHIU ETF now closed, market participants are turning their attention to individual equities or broader China-focused funds. The sector’s trajectory remains tightly linked to policy directives from Beijing, where grid infrastructure development and green energy integration are the central drivers. The impending capacity shift away from coal marks the next critical milestone for China’s utilities landscape.
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