SIFANG(SH:601126) Xin Lang Cai Jing·2025-10-16 03:20Core Viewpoint - The data center power concept has strengthened again, with companies like Sifang Co., Ltd. achieving significant stock price increases, indicating a bullish trend in the sector [1] Group 1: Stock Performance - Sifang Co., Ltd. has seen a stock price increase with 5 consecutive trading days of gains, marking a historical high [1] - Jinpan Technology's stock rose over 6%, also reaching a historical high [1] - Other companies such as Jingquan Hua, Teradyne, Stada Semiconductor, Magmi Tech, and Zhongheng Electric have also experienced stock price increases [1] Group 2: Industry Developments - The recent OCP conference featured a presentation by NVIDIA, which released a white paper titled "800 VDC Architecture for Next-Generation AI Infrastructure" [1] - The white paper specifies that the 800VDC architecture will utilize medium-voltage rectifiers/SST as the ultimate solution [1]