Group 1 - The core viewpoint of the article highlights the optimistic outlook for China's electricity market demand, with UBS predicting an 8% growth from 2028 to 2030, which is double the previous forecast, benefiting capital expenditures in power equipment and grids starting next year [1] - The company, SaiJing Technology, has seen its stock price increase by over 14%, currently trading at 13.3 HKD, with a trading volume of 87.67 million HKD [1] - The "14th Five-Year Plan" emphasizes ultra-high voltage projects primarily using flexible transmission technology, positioning SaiJing as a leading supplier of domestic power distribution components with a robust order book and steady revenue growth [1] Group 2 - The "14th Five-Year Plan" also suggests promoting future industries such as nuclear fusion energy as new economic growth points [1] - On September 8, SaiJing Technology's Swiss subsidiary, Astrol, announced a collaboration with an innovative company in the nuclear fusion field, utilizing Astrol's power switch solutions to control currents in advanced nuclear fusion systems, showcasing Astrol's leading technology in the nuclear fusion power electronics sector [1]
港股异动 | 赛晶科技(00580)午后涨超14% 柔性输电项目有望放量 公司为国产输配电元器件龙头供应商