Mei Ri Jing Ji Xin Wen·2025-12-12 03:49Core Insights - The electric grid equipment sector has experienced a strong rebound, driven by multiple favorable factors including breakthroughs in controllable nuclear fusion and the increasing demand for electricity in global data centers due to AI computational power [1][2]. Group 1: Market Performance - The only electric grid equipment ETF (159326) saw a 3% increase, with a trading volume reaching 281 million yuan, and several stocks within the ETF hitting the daily limit [1]. - Notable stocks such as Neng Electric, China Xidian, and Huazhong Cable experienced significant gains, with some stocks rising over 8% and TBEA increasing by more than 6% [1]. Group 2: Industry Trends - A recent report from Goldman Sachs highlighted that electricity supply has become a major obstacle for AI development, predicting a 160% increase in electricity demand from global data centers by 2030 [1]. - The aging power grids in Europe and the United States require urgent upgrades, creating opportunities for the electric grid equipment sector [1]. Group 3: Policy and Long-term Outlook - CITIC Securities emphasized the importance of a new energy system in the "14th Five-Year Plan," focusing on long-term development priorities such as consumption, resilience, and electrification in power system construction [1]. - The policy guidance is expected to solidify long-term opportunities in areas such as ultra-high voltage, flexible direct current transmission, and smart grids [1].