SOJO(SZ:300444) Xin Lang Cai Jing·2025-11-05 12:04Core Viewpoint - The company, Shuangjie Electric, reported that the bidding situation for its distribution network equipment is generally in line with expectations, with an overall scale improvement compared to previous years [1] Policy and Market Demand - The "14th Five-Year Plan" clearly emphasizes the need to enhance the electrification level at the terminal and accelerate the construction of smart grids and microgrids, providing direction for future development in the power grid equipment sector [1] - There is a continuous growth in electricity demand both domestically and internationally, particularly driven by advancements in the AI sector, which places higher demands on power supply [1] - Electricity has become a critical factor limiting the development of certain industries, indicating a significant market opportunity [1] Market Outlook - Given the combined effects of policy guidance and market demand, the power and related equipment market is expected to have broad and sustainable development potential [1]