Group 1 - The core viewpoint is that several leading public funds are shifting their investments towards the power equipment sector, with companies like Jerry Holdings, Guoguang Electric, and Dongfang Electric becoming key holdings [1] - The smart distribution segment is highlighted as a major focus for public funds, with intensive research conducted on quality stocks in the power equipment sector regarding technological barriers, capacity planning, and overseas market expansion [1] - Fund managers believe that energy and power are essential foundations for AI computing power, indicating that investments in power equipment are necessary to complement the AI industry chain [1] Group 2 - The industry is expected to enter a high prosperity cycle due to a combination of policy, demand, and technology, driven by the State Grid's 4 trillion yuan investment and the anticipated growth in power equipment exports in 2026 [2] - Key areas for investors to focus on include ultra-high voltage, flexible DC, and digital microgrids, with an emphasis on selecting companies that can leverage both domestic investment benefits and overseas market opportunities [2]
公募基金抢筹电力设备股
Zhong Guo Dian Li Bao·2026-01-20 13:28