新型电力系统建设第一批试点工作开展，电网设备板块大涨

Group 1 - The core message emphasizes the encouragement of innovation and the adoption of new technologies and models in the construction of a new power system, supported by pilot projects and reforms in institutional mechanisms [1][3] - The National Energy Administration has announced the first batch of pilot projects for the construction of a new power system, focusing on seven key areas including grid technology and intelligent microgrids [3] - The electric equipment sector has seen significant stock price increases, with notable gains in companies such as Pano Technology and Ankao Intelligent Electric, driven by positive news regarding the new power system initiatives [1][2] Group 2 - The rapid development of new energy and the construction of a new power system are being supported by the coordinated advancement of ultra-high voltage transmission channels and smart distribution networks, enhancing the capacity for cross-regional renewable energy consumption [4] - China, as a major power equipment manufacturing country, has experienced a significant increase in exports, with power transformers (over 16kVA) exports exceeding 13 billion yuan in the first four months of 2025, reflecting a year-on-year growth of approximately 50% [4] - The overall trend in the export of electric meters is upward, supported by the global push for smart grid technology [4]