Mei Ri Jing Ji Xin Wen·2025-12-16 00:06Core Viewpoint - The overall performance of the power grid and industrial control industries is expected to be stable and upward by 2025, with a focus on structural investment opportunities [1] Power Grid Industry - Domestic investment in the power grid remains optimistic, with ultra-high voltage projects entering an accelerated approval and bidding phase in the second half of the year [1] - The power grid is viewed as a post-cycle investment for renewable energy, indicating a significant investment gap that still needs to be filled [1] - Continued optimism for the power grid investment climate is highlighted [1] Industrial Control Industry - The overall cycle in the industrial control sector remains unchanged, currently in a phase of internal recovery [1] - Demand is expected to continue to grow steadily in the coming year [1] - Two high-elasticity investment directions are emphasized: AIDC (Automated Identification and Data Capture) and overseas expansion [1]