Group 1 - The core message indicates that Weisheng Holdings (03393) has seen a stock increase of over 6%, currently trading at 21.1 HKD with a transaction volume of 21.84 million HKD [1] - The State Grid announced a fixed asset investment of 4 trillion RMB during the 14th Five-Year Plan period, representing a 40% increase compared to the previous plan [1] - This investment aims to build a smarter and greener power grid system, which will drive the coordinated development of the entire new power system industry chain, with an expected annual increase of 20 million kilowatts in renewable energy installations [1] Group 2 - Guojin Securities forecasts that by 2026, the power grid industry will exhibit significant structural differentiation, focusing on domestic main grid transmission and transformation as well as the export of power equipment [1] - Weisheng Holdings is recognized as a leading energy metering and management company in China, with three main business segments: electric smart metering (AMI), communication and fluid metering (C&F AMI), and intelligent distribution and utilization systems (ADO) [1] - According to Zhongtai International, the demand for intelligent distribution services from AIDC customers is expected to exceed expectations, with significant growth in new orders anticipated for FY26 [1]
威胜控股涨超6% 国网披露四万亿投资规划 机构看好公司AIDC客户需求