今日投资参考：AI将强势带动电力需求增长

Market Overview - The Shanghai Composite Index closed down 0.37% at 3559.95 points, while the Shenzhen Component Index fell 0.17% to 10991.32 points, and the ChiNext Index decreased by 0.24% to 2322.63 points, indicating a general downward trend in the market [1] - The total trading volume in the Shanghai and Shenzhen markets was 16.2 billion yuan, a decrease of over 3.4 billion yuan compared to the previous day [1] - Sectors such as insurance, brokerage, military industry, oil, and semiconductors experienced declines, while logistics, environmental protection, media, and pharmaceuticals saw gains [1] Investment Opportunities - The International Energy Agency predicts that global data center electricity consumption will more than double by 2030, reaching approximately 945 TWh, which will account for nearly 3% of total global electricity consumption [2] - Chinese power equipment manufacturers are expected to benefit from the increasing demand for electricity driven by AI, with exports of power transformers projected to grow by over 40% year-on-year in the first half of 2025 [2] Industry Developments - The express delivery industry is seeing a shift towards "anti-involution" policies, with the State Post Bureau actively opposing "involution-style" competition, which is expected to stabilize prices and support the industry's recovery [3] - The Ministry of Industry and Information Technology has released a digital transformation implementation plan for the machinery industry, aiming for significant advancements in digitalization and smart manufacturing by 2030 [4] Robotics and Technology - The 2025 World Robot Conference will showcase over 100 new robot products, with participation from more than 200 domestic and international robotics companies [5][6] - A significant breakthrough was achieved with the successful transportation of materials to offshore platforms using a ton-level unmanned aerial vehicle, marking a key advancement in logistics applications [7] Company Updates - Leshan Electric announced a price adjustment for residential gas sales, which is expected to increase the company's gas sales gross profit by approximately 2.7 million yuan in 2025 [8]