Jin Rong Jie·2026-02-12 02:56Group 1 - The electric grid equipment sector is experiencing significant growth, with companies like Suyuan Electric and Sifang Co. reaching new highs, while Shun Sodium, Senyuan Electric, and Wangbian Electric hit the daily limit, and Xinte Electric and Yinen Power rose over 10% [1] - Global investment in electric grids is witnessing a positive trend, driven by China's planned investment of 4 trillion yuan in the State Grid during the 14th Five-Year Plan, representing a 40% increase compared to the previous plan, with a focus on UHV construction and distribution network upgrades [1] - In the U.S., the Department of Energy has launched the "Power Acceleration Plan" to expedite grid infrastructure development, addressing the electricity demand created by AI advancements [1] Group 2 - The surge in AI computing power has intensified the supply-demand tension for electric equipment, leading to significantly extended delivery times for products like transformers, which presents substantial overseas opportunities for Chinese electric grid equipment companies with complete industrial chains and efficient delivery capabilities [1]