TBEA(SH:600089) Mei Ri Jing Ji Xin Wen·2025-11-06 04:34Core Insights - The electric grid equipment sector has experienced a significant surge, with TBEA's stock price reaching an all-time high, driven by a global "power hunger" due to the AI industry's explosive growth [1] - Goldman Sachs reports that electricity supply is a major constraint for AI development, predicting a 160% increase in global data center electricity demand by 2030 [1] - The AIDC construction speed is accelerating in response to the rising demand for AI computing power, leading to increased needs for high-efficiency and high-reliability electric equipment [1] Summary by Category Market Performance - The electric grid equipment ETF (159326) is the only ETF tracking the China Electric Grid Equipment Theme Index, with a recent net inflow of over 400 million yuan and a total size reaching 1.161 billion yuan, marking an 800% growth in the past month [1][2] Industry Trends - The electric grid equipment sector is seeing strong performance due to the rapid growth in AI computing power demand, with traditional grid equipment companies making strategic advancements in HVDC, SST, and supercapacitors [1] - The ETF's index constituents are primarily composed of power transmission and transformation equipment, grid automation devices, and related components, with a high representation of ultra-high voltage equipment, accounting for 64% of the index [2]