Market Performance - The three major A-share indices collectively rose, with the Shanghai Composite Index up 0.05% to 4134 points, the Shenzhen Component Index up 0.86%, and the ChiNext Index up 1.32% [1] - The total market turnover reached 2.16 trillion yuan, an increase of 159.7 billion yuan compared to the previous trading day, with nearly 3300 stocks declining [1] Sector Performance - The computing power concept surged, with stocks like TeFa Information and Dongyangguang hitting the daily limit [1] - The liquid cooling concept also rose, with Liou Co., Ltd. hitting the daily limit [1] - The power equipment sector saw gains, with multiple stocks including Dongfang Electric hitting the daily limit [1] - The CPO concept was active, with Tianfu Tongxin rising over 14% [1] - The small metals sector strengthened, with Zhangyuan Tungsten hitting the daily limit [1] - AI-related sectors such as Zhipu AI, Tencent Cloud, and AI chips had significant gains [1] - Conversely, the film and cultural media sectors declined, with stocks like Jinyi Film and Hengdian Film hitting the daily limit [1] - The tourism sector weakened, with Haikan Co., Ltd. dropping over 7% [1] - The prepared food concept weakened, with Haixin Food hitting the daily limit [1] - Other sectors such as millet economy, tax refund stores, and dairy stocks experienced notable declines [1] Top Gainers - The top gainers included sectors such as computer hardware, heavy machinery, and the internet, with respective five-day increases of 3.81%, 2.92%, and 2.85% [2] - Other sectors with positive net capital inflow included communication equipment, shipping, and electrical grid, with increases of 2.79%, 2.23%, and 2.15% respectively [2]

格隆汇2月12日丨世盟股份(001220.SZ)公布，公司及子公司拥有计算机软件著作权。 ...

格隆汇2月12日丨思特奇(300608.SZ)在互动平台表示，在国家"东数西算"战略推进、全国一体化算力网 构建的背景下，公司聚焦"算力网调度与市场运营平台"研发运营，拉通算力供需两端，相关业务落地成 效显著，核心项目实现多点突破。 公司已中标并落地重磅项目，彰显出较强竞争力：一是中标湖北移 动算力并网调度平台项目，切入运营商核心场景，完善算力供给端布局；二是中标庆阳数盾平台项目， 以"总集成+建设+运营"模式融入国家级算力枢纽建设，实现算力安全协同调度。同时，打造贵州算力 调度平台，纳管9地市州算力，形成"贵州算力一张网"，成为东数西算工程中首个产生重大收益的算力 调度平台。 目前，公司平台已实现对东数西算枢纽、运营商等供给方的标准化接入，可完成算力统一 池化与智能调度，精准匹配各类需求方需求。依托重大项目积累，公司正强化平台运营能力，拓展多场 景布局，后续将深化算力调度与市场运营融合，在全国一体化算力网建设中抢占先机，推动相关业务做 强做大。 ...

格隆汇2月12日丨读客文化(301025.SZ)在互动平台表示，公司持续关注行业发展动态，如短剧等热门领 域。公司将结合自身业务及发展状况，在符合公司战略方向的前提下进行布局。目前公司与字节跳动运 营的番茄小说平台存在电子书授权业务合作。 ...

格隆汇2月12日丨世盟股份(001220.SZ)公布，公司暂无自有专利，公司拥有互相嵌入的OMS（订单管理 系统）、TMS（智慧调度系统）和WMS（仓储管理系统）。 ...

格隆汇2月12日丨银禧科技(300221.SZ)公布，公司电子化学类产品不用于存储芯片和存储芯片的封装。 公司PPO产品可应用于覆铜板PCB中。 ...

Group 1 - The core point of the article is that Baiya Co., Ltd. (003006.SZ) has not yet established any cooperation with Pang Donglai [1]

Core Viewpoint - The A-share electric grid equipment and smart grid sectors have experienced a significant surge, driven by favorable policies and substantial investments in the electric power market. Group 1: Market Performance - As of February 12, several stocks in the electric grid sector, including Hanlan Co., Sifang Co., and Wangbian Electric, reached their daily limit up, indicating strong market interest [1] - Notable stock performances include Hanlan Co. with a 10.02% increase, Sifang Co. up by 10%, and Wangbian Electric also rising by 10% [2] Group 2: Policy Developments - Recent policies from the State Council aim to establish a unified national electricity market by 2030, with a target for market-based transactions to account for approximately 70% of total electricity consumption [3] - The policies also emphasize the need for a shift from separate pricing and trading to unified pricing and joint trading across different market levels [3] Group 3: Investment Plans - The State Grid has announced a massive investment plan of 4 trillion yuan from 2026 to 2030, averaging over 800 billion yuan annually, marking a 40% increase compared to the previous five-year plan [4] - This investment will focus on the construction of new electric power systems, creating significant market opportunities for related electric equipment companies [4] Group 4: AI and Power Demand - The explosive growth in AI computing power is making electricity a strategic resource, with predictions that AI chip consumption will account for 1.5% of global electricity usage in the next five years [5] - Estimates suggest that AI electricity demand will surge from 8 TWh in 2024 to 652 TWh by 2030, representing an increase of 8050% [6] Group 5: Company Performance - Recent financial reports indicate strong performance among electric equipment companies, with Siyuan Electric reporting a revenue of 21.205 billion yuan, a 37.18% year-on-year increase, and a net profit growth of 54.35% [6] - Other companies like Xinlian Electronics and Shuangjie Electric are also expected to report significant profit increases, with projections showing growth rates of up to 147.40% [6] Group 6: Industry Outlook - The electric power sector is entering a high-growth phase, driven by urgent demand for AI computing infrastructure and global data center construction [7] - The investment in global electric grid infrastructure is expected to exceed $500 billion from 2026 to 2030, benefiting electric equipment and scheduling system companies [7]

Group 1 - The core point of the article is that Hangcha Group (603298.SH) experienced a stock price increase of 4.55%, reaching a historical high of 30.360 yuan, with a total market capitalization of 39.766 billion yuan [1]

格隆汇2月12日丨大连电瓷(002606.SZ)在互动平台表示，公司的产品和技术用于输电线路，可以为数据 中心提供电能。产品技术能否抗住石墨炸弹的破坏绝缘性能公司暂未有相关的数据。 ...