Zhong Guo Zheng Quan Bao·2026-01-16 04:31Group 1: Market Performance - North American computing power chain strengthened, with stocks like Tianfu Communication, Huadian Co., Industrial Fulian, and Robot Co. rising [1] - Baiwei Storage surged by 10.48%, reaching a historical high, with a cumulative increase of over 28% in the last three trading days after announcing a performance forecast for 2025 [1] - Siyuan Electric hit the daily limit, also reaching a historical high, with a latest market value of 145.4 billion yuan after exceeding performance expectations in its 2025 annual report [1] Group 2: Semiconductor Industry - The semiconductor industry chain strengthened, driven by two categories of stocks: storage chip stocks like Jiangbolong and Baiwei Storage, and semiconductor equipment stocks like Zhongwei Company and Beifang Huachuang [3] - Storage chip prices have been rising since Q3 2025, which is reflected in the performance of listed companies. Baiwei Storage expects revenue of 10 billion to 12 billion yuan in 2025, a year-on-year increase of 49.36% to 79.23% [5] - TSMC's financial report for Q4 2025 exceeded expectations, with capital expenditure guidance surpassing market forecasts, indicating a strong expansion cycle in the semiconductor industry [6] Group 3: Power Infrastructure Sector - The power infrastructure sector saw a comprehensive rise, with significant gains in grid equipment, ultra-high voltage, and smart grid sectors [7] - Three main catalysts for the rise include favorable policies, overseas demand for data centers, and strong performance from leading stocks like Siyuan Electric, which reported a total revenue of 21.205 billion yuan for 2025, a year-on-year increase of 37.18% [10][11]