数据中心电源概念午后异动 禾望电气触及涨停

Core Viewpoint - The data center power supply sector experienced significant movement, with Hewei Electric hitting the daily limit, indicating strong investor interest and potential growth in this area [1] Group 1: Market Trends - The report from Minsheng Securities forecasts that the global AI market is expected to grow at a compound annual growth rate (CAGR) of over 35% from 2023 to 2030, highlighting a robust growth trajectory for related sectors [1] - The SST solution is applicable for direct current (DC) power scenarios in microgrids, enabling a direct conversion from grid power to 800V DC supply, which may enhance efficiency and reliability in power distribution [1] Group 2: Company Performance - Hewei Electric reached its daily limit, indicating strong market performance and investor confidence in the company's prospects within the data center power supply segment [1] - Other companies such as Zhongheng Electric, Shenghong Co., Keda, Tonghe Technology, and Magmi Tech also saw increases, suggesting a broader positive sentiment in the sector [1]