Sou Hu Cai Jing·2026-01-19 09:30Group 1 - The main focus of today's A-share market is the electric grid, with significant stock price increases in related companies [1] - YN Power on the Beijing Stock Exchange surged by 30% in a single day, while China XD Electric (601179) hit the daily limit, and State Grid NARI (600406) also saw substantial gains [1] - A total of 22 concept stocks related to the electric grid reached their daily limit, indicating a strong market response [1] Group 2 - The surge in the electric grid sector is driven by a massive investment plan from the State Grid, amounting to nearly 4 trillion yuan, representing a 40% increase compared to the previous five years [1] - This upgrade is not just about expanding infrastructure but aims to revolutionize technology for the next decade, focusing on AI and digital technologies for smart grid management [1] - The upgrade will address the increasing electricity demand from AI, electric vehicles, and smart factories while solving renewable energy transmission challenges through high-voltage direct current (HVDC) systems [1] Group 3 - The current market trend reflects a global power struggle, with rising electricity demands leading to a phenomenon termed "electricity anxiety" [2] - Major tech companies are being urged to manage their electricity costs, highlighting the critical nature of power supply issues [2] - The recent surge in stock prices is seen as the initial impact of the 4 trillion yuan investment plan, marking the beginning of a new investment landscape in the power sector [2]