Mei Ri Jing Ji Xin Wen·2026-02-11 07:15Core Viewpoint - The demand for power equipment remains high due to the expansion of AIDC construction both domestically and internationally, along with increased overseas power grid construction needs [1] Group 1: AIDC and Power Equipment Demand - The construction of AIDC is ramping up, leading to sustained high demand for power equipment [1] - The overseas demand for power grid construction is contributing to the positive outlook for the power equipment sector [1] Group 2: Battery Technology Advancements - The dry electrode process is a crucial aspect of solid-state battery technology, enhancing electrode density and simplifying production while reducing costs and improving efficiency [1] - The scaling of the dry electrode process is expected to accelerate the commercialization of solid-state batteries [1] - Tesla's recent announcement of achieving large-scale production of dry electrodes is considered a significant breakthrough in lithium battery production technology [1] Group 3: Investment Opportunities in New Energy - The Guotai New Energy ETF (159387) tracks the Innovation Energy Index (399266), which has a daily price fluctuation limit of 20% [1] - The index selects listed companies involved in clean energy, new energy vehicles, and energy storage technologies from the Shanghai and Shenzhen markets, reflecting the overall performance of innovative and growth-oriented companies in the new energy sector [1]