Ceepower (SZ:300062) Xin Lang Cai Jing·2025-11-05 07:38Core Viewpoint - The electric equipment sector experienced a significant surge, with nearly 30 stocks hitting the daily limit or showing over 10% gains, driven by a bullish prediction from UBS regarding a 10-year super cycle in China's electricity market [1] Group 1: Market Reaction - The electric equipment sector saw a rise of nearly 4% in the afternoon, with stocks like Can Energy and Yinen Electric hitting the daily limit of 30% [1] - Other companies such as Zhongzhi Technology and Zhongneng Electric also recorded substantial gains [1] Group 2: UBS Prediction - UBS's forecast indicates that China will enter a sustained 10-year super cycle in electricity, with annual electricity demand growth expected to soar to 8% from 2028 to 2030, doubling previous market estimates of 4% [1] - This prediction suggests that the domestic electricity industry is poised for a continuous super cycle lasting 5 to 10 years [1]