超千亿！翻倍牛股，成交额A股第一

Core Insights - The A-share market has shown strong performance in sectors related to "electricity," with many stocks in the power equipment industry reaching historical highs this week [1] - The surge in power equipment stocks is driven by increased electricity demand from data centers, policy support, and a resonance of domestic and international demand [1][2] Group 1: Market Performance - This week, 94 stocks reached historical highs, a decrease from 107 the previous week, with a total of 980 stocks achieving this milestone since the beginning of the year [1] - Among the 94 stocks, the power equipment, electronics, and machinery equipment sectors had the highest concentration of new highs, with 22, 14, and 14 stocks respectively [1] - The top stocks by trading volume this week included Sungrow Power Supply (1000.85 billion), TBEA (694.69 billion), and others, indicating strong market activity [3] Group 2: Sector Drivers - The demand for electricity in data centers is expected to increase due to the accelerated development of AI and the deployment of intelligent computing centers, which will drive the need for electrical equipment [2][3] - The photovoltaic and lithium battery sectors are experiencing improved supply expectations and demand, with potential price turning points on the horizon [2] - Breakthroughs in solid-state battery technology are expanding the development space for new energy, enhancing market optimism for new energy equipment demand [3] Group 3: Stock Highlights - The stocks with the highest trading volumes among the 94 that reached historical highs included Sungrow Power Supply, TBEA, and others, with significant trading amounts [3] - The total market capitalization of the stocks reaching historical highs has decreased, with only 5 stocks exceeding 100 billion in market capitalization compared to 14 the previous week [5] - Notable stock price increases this week included Jingquan Technology (48.41%), TBEA (40.06%), and others, reflecting strong performance in the market [6]